Civic Intelligence

Vera J Casado Charitable Tr

990PF • Fiscal year 2015 • EIN 43-6906116

Mar 01, 2014 to Feb 28, 2015 • Filed on Jun 30, 2015

PO Box One Trust Tax DeptWichita, KS 67201-5001

(316) 383-1455

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

34th percentile

0.01x

Higher debt load relative to revenue than 34% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

59th percentile

6.7%

Higher net margin than 59% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

51st percentile

$33,525

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 24.8% of source-year revenue.

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

52nd percentile

0.5%

Faster asset growth than 52% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

5th percentile

-67%

Faster revenue growth than 5% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Assets

Up

$1,869,973

Up $10,081 (+0.5%) from 2014

Net Assets

Up

$1,868,925

Up $9,033 (+0.5%) from 2014

Liabilities

Up

$1,048

Up $1,048 from 2014

Revenue

Down

$135,048

Down $278,733 (-67%) from 2014

Expenses

Up

$126,015

Up $19,966 (+19%) from 2014

Net Income

Down

$9,033

Down $298,699 (-97%) from 2014

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,514,526Liabilities 2010: $0Net Assets 2010: $1,514,5262010Assets 2011: $1,579,909Liabilities 2011: $12,958Net Assets 2011: $1,566,9512011Assets 2012: $1,585,803Liabilities 2012: $26,810Net Assets 2012: $1,558,9932012Assets 2013: $1,552,160Liabilities 2013: $12013Assets 2014: $1,859,892Liabilities 2014: $0Net Assets 2014: $1,859,8922014Assets 2015: $1,869,973Liabilities 2015: $1,048Net Assets 2015: $1,868,9252015Assets 2016: $1,819,622Liabilities 2016: $0Net Assets 2016: $1,819,6222016Assets 2018: $1,802,379Liabilities 2018: $0Net Assets 2018: $1,802,3792018Assets 2019: $1,729,695Liabilities 2019: $0Net Assets 2019: $1,729,6952019Assets 2020: $1,672,926Liabilities 2020: $12020Assets 2021: $1,693,284Liabilities 2021: $0Net Assets 2021: $1,693,2842021Assets 2022: $1,802,312Liabilities 2022: $12022Assets 2023: $1,779,702Liabilities 2023: $0Net Assets 2023: $1,779,7022023Assets 2024: $1,752,757Liabilities 2024: $12024Assets 2025: $1,701,364Liabilities 2025: $0Net Assets 2025: $1,701,3642025

Highlighted filing

2015

Assets$1,869,973
Liabilities$1,048
Net Assets$1,868,925

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2010: $108,7742010Expenses 2011: $105,6562011Expenses 2012: $119,3182012Revenue 2013: $104,781Expenses 2013: $111,614Net Income 2013: -$6,8332013Revenue 2014: $413,781Expenses 2014: $106,049Net Income 2014: $307,7322014Revenue 2015: $135,048Expenses 2015: $126,015Net Income 2015: $9,0332015Revenue 2016: $47,319Expenses 2016: $102,394Net Income 2016: -$55,0752016Revenue 2018: $167,095Expenses 2018: $130,219Net Income 2018: $36,8762018Revenue 2019: $76,318Expenses 2019: $149,237Net Income 2019: -$72,9192019Revenue 2020: $71,490Expenses 2020: $128,259Net Income 2020: -$56,7692020Revenue 2021: $161,741Expenses 2021: $141,382Net Income 2021: $20,3592021Revenue 2022: $243,050Expenses 2022: $134,022Net Income 2022: $109,0282022Revenue 2023: $30,565Expenses 2023: $53,175Net Income 2023: -$22,6102023Revenue 2024: $94,881Expenses 2024: $121,826Net Income 2024: -$26,9452024Revenue 2025: $147,241Expenses 2025: $198,852Net Income 2025: -$51,6112025

Highlighted filing

2015

Revenue$135,048
Expenses$126,015
Net Income$9,033
Jump To
Filing Snapshot
Filing Period
Mar 1, 2014 to Feb 28, 2015
Signed
Jun 30, 2015
Return Version
2014v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$33,525-$33,525
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantFRIENDS UNIVERSITY C/O TRACY MUIRHEAD VICE PRESIDENTEDUCATIONPUBLICWICHITA, KS, US$34,528
Paid GrantWILLIAM PENN COLLEGEEDUCATIONPUBLICOSKALOOSA, IA, US$15,782
Paid GrantFRIENDS UNITED MEETINGRELIGIOUSPUBLICRICHMOND, IN, US$9,469
Paid GrantUNIVERSITY FRIENDS CHURCHRELIGIOUSPUBLICWICHITA, KS, US$6,313
Paid GrantEARLHAM COLLEGE FBO EARLHAM SCHOOL OF RELIGIONEDUCATIONPUBLICRICHMOND, IN, US$3,156
Paid GrantYOUNG WOMENS CHRISTIAN ASSOCIATION WICHITA KSCHARITABLEPUBLICWICHITA, KS, US$3,156
Paid GrantMID AMERICA YEARLY MEETING OF FRIENDSRELIGIOUSPUBLICWICHITA, KS, US$3,156
Filing and Contact Details

Filer

Filer Name
Casado Vera J Char Tr
EIN
43-6906116
Phone
3163831455
Address
PO BOX ONE TRUST TAX DEPT, WICHITA, KS 67201-5001

Signing Officer

Name
Cheryl Daniels
Title
Tax Manager
Phone
3163831455
Signed
2015-06-30
Discuss with paid preparer
Yes

Preparer

Firm
Cbiz Mhm LLC
Address
220 W DOUGLAS SUITE 300, WICHITA, KS 67202
Preparer
Adam L Grilliot
Phone
3162655600
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1064877
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1082140
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1096010
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1118375
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1123712
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1133409
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1146065
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1155762
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1165137
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1175024
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11810503
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11974248
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1206414
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1212467
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12214087
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12384020
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1245677
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1259687
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1262984
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1275809
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1283560

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$0.15$0.20$0.05
2024Summary only. Only limited summary data is available for this year.$1.75$0.00$0.09$0.12$0.03
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.78$0.00$1.78$0.03$0.05$0.02
2022Summary only. Only limited summary data is available for this year.$1.80$0.00$0.24$0.13$0.11
2021Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.16$0.14$0.02
2020Summary only. Only limited summary data is available for this year.$1.67$0.00$0.07$0.13$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.73$0.00$1.73$0.08$0.15$0.07
2018Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.17$0.13$0.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.82$0.00$1.82$0.05$0.10$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.14$0.13$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.41$0.11$0.31
2013Summary only. Only limited summary data is available for this year.$1.55$0.00$0.10$0.11$0.01
2012Detailed filing. Detailed filing data is available for this year.$1.59$0.03$1.56$0.12
2011Detailed filing. Detailed filing data is available for this year.$1.58$0.01$1.57$0.11
2010Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.11