Civic Intelligence

Joann Meierhoff Charitable Foundation

990PF • Fiscal year 2023 • EIN 43-6880960

Jun 01, 2022 to May 31, 2023 • Filed on Sep 07, 2023

Midwest Trust CO 5901 College BlvdOverland Park, KS 66211

(913) 319-0350

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

6th percentile

-214%

Higher net margin than 6% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

80th percentile

$1,810

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 69.4% of source-year revenue.

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

38th percentile

-5.0%

Faster asset growth than 38% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

7th percentile

-71%

Faster revenue growth than 7% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$105,053

Down $5,587 (-5.0%) from 2022

Net Assets

Down

$105,053

Down $5,587 (-5.0%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Down

$2,609

Down $6,318 (-71%) from 2022

Expenses

Up

$8,196

Up $177 (+2.2%) from 2022

Net Income

Down

-$5,587

Down $6,495 (-715%) from 2022

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150K$100K$50K$0Assets 2011: $40,116Liabilities 2011: $12011Assets 2012: $38,735Liabilities 2012: $12012Assets 2013: $36,907Liabilities 2013: $02013Assets 2014: $34,887Liabilities 2014: $02014Assets 2015: $103,034Liabilities 2015: $02015Assets 2016: $103,035Liabilities 2016: $02016Assets 2020: $113,922Liabilities 2020: $02020Assets 2021: $109,732Liabilities 2021: $0Net Assets 2021: $109,7322021Assets 2022: $110,640Liabilities 2022: $0Net Assets 2022: $110,6402022Assets 2023: $105,053Liabilities 2023: $0Net Assets 2023: $105,0532023Assets 2024: $100,641Liabilities 2024: $0Net Assets 2024: $100,6412024Assets 2025: $97,863Liabilities 2025: $0Net Assets 2025: $97,8632025

Highlighted filing

2023

Assets$105,053
Liabilities$0
Net Assets$105,053

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50KRevenue 2011: $2,925Expenses 2011: $2,702Net Income 2011: $2232011Revenue 2012: $3,165Expenses 2012: $4,546Net Income 2012: -$1,3812012Revenue 2013: $2,655Expenses 2013: $4,485Net Income 2013: -$1,8302013Revenue 2014: $2,080Expenses 2014: $4,097Net Income 2014: -$2,0172014Revenue 2015: $86,618Expenses 2015: $4,566Net Income 2015: $82,0522015Revenue 2016: $7,302Expenses 2016: $7,300Net Income 2016: $22016Revenue 2020: $2,533Expenses 2020: $1,062Net Income 2020: $1,4712020Revenue 2021: $8,216Expenses 2021: $12,406Net Income 2021: -$4,1902021Revenue 2022: $8,927Expenses 2022: $8,019Net Income 2022: $9082022Revenue 2023: $2,609Expenses 2023: $8,196Net Income 2023: -$5,5872023Revenue 2024: $3,848Expenses 2024: $7,391Net Income 2024: -$3,5432024Revenue 2025: $3,691Expenses 2025: $6,525Net Income 2025: -$2,8342025

Highlighted filing

2023

Revenue$2,609
Expenses$8,196
Net Income-$5,587
Jump To
Filing Snapshot
Filing Period
Jun 1, 2022 to May 31, 2023
Signed
Sep 7, 2023
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MIDWEST TRUST COMPANYTrustee-$1,810-$1,810
Filing and Contact Details

Filer

Filer Name
Joann Meierhoff Charitable Foundation
EIN
43-6880960
Phone
9133190350
Address
MIDWEST TRUST CO 5901 COLLEGE BLVD, OVERLAND PARK, KS 66211

Signing Officer

Name
Riley Buckler
Title
Trust Officer
Signed
2023-09-07
Discuss with paid preparer
Yes

Preparer

Firm
OFlynn & Bihuniak Chartered
Address
9404 Reeds Rd, Overland Park, KS 66207
Preparer
Meridith Bihuniak
Phone
9136486828
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0KS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0662111503
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MO
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0MIDWEST TRUST COMPANY
IRS990PF/StatementsRegardingActyGrp/PhoneNum09133190350
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0593
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1890
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt23857
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0ARTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1ARTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2RELIGIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0KANSAS CITY SYMPHONY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1LYRIC OPERA OF KANSAS CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2UNITY CHURCH UNIVERSAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01644 WYANDOTTE ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11725 HOLMES ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2913 TRACY AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0KANSAS CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1KANSAS CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2KANSAS CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd064108
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd164108
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd264106
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt05340
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0828
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt05340
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt05420
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt06168
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt04592
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt05340
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt066
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0INCOME RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt070
TaxesSchedule/TaxesDetail/Amt096
TaxesSchedule/TaxesDetail/CategoryTxt02021 990PF BALANCE DUE
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RILEY BUCKLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-09-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOANN MEIERHOFF CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JOAN
ReturnHeader/Filer/EIN0436880960
ReturnHeader/Filer/PhoneNum09133190350
ReturnHeader/Filer/USAddress/AddressLine1Txt0MIDWEST TRUST CO 5901 COLLEGE BLVD
ReturnHeader/Filer/USAddress/CityNm0OVERLAND PARK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KS
ReturnHeader/Filer/USAddress/ZIPCd066211
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0480986156
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0OFlynn & Bihuniak Chartered
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09404 Reeds Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Overland Park
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd066207
ReturnHeader/PreparerPersonGrp/PhoneNum09136486828
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MERIDITH BIHUNIAK
ReturnHeader/ReturnTs02023-09-07T10:15:36-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RILEY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BUCKLER
ReturnHeader/TaxPeriodBeginDt02022-06-01
ReturnHeader/TaxPeriodEndDt02023-05-31
ReturnHeader/TaxYr02022

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