Civic Intelligence

The Family Conservancy

990 • Fiscal year 2015 • EIN 44-0454800

Jan 01, 2015 to Dec 31, 2015 • Filed on Aug 15, 2016

444 MINNESOTA AVE Suite STE 200Kansas City, KS 66101

(913) 342-1110

Siviq Scores

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

Liabilities / Assets

70th percentile

0.49x

Higher debt load relative to assets than 70% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

45th percentile

0.21x

Higher debt load relative to revenue than 45% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Net Margin

27th percentile

-2.1%

Higher net margin than 27% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Top Officer Pay

34th percentile

$131,632

Higher top officer pay than 34% of similar nonprofits.

Top officer pay equals 1.0% of source-year revenue.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Asset Growth

19th percentile

-4.9%

Faster asset growth than 19% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

46th percentile

2.6%

Faster revenue growth than 46% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Assets

Down

$5,681,062

Down $291,163 (-4.9%) from 2014

Net Assets

Up

$2,907,672

Up $39,554 (+1.4%) from 2014

Liabilities

Down

$2,773,390

Down $330,717 (-11%) from 2014

Revenue

Up

$13,363,747

Up $344,778 (+2.6%) from 2014

Expenses

Up

$13,649,019

Up $1,279,971 (+10%) from 2014

Net Income

Down

-$285,272

Down $935,193 (-144%) from 2014

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2010: $5,599,033Liabilities 2010: $2,358,018Net Assets 2010: $3,241,0152010Assets 2011: $5,547,405Liabilities 2011: $3,326,826Net Assets 2011: $2,220,5792011Assets 2012: $6,120,567Liabilities 2012: $3,712,329Net Assets 2012: $2,408,2382012Assets 2013: $5,844,260Liabilities 2013: $1,890,502Net Assets 2013: $3,953,7582013Assets 2014: $5,972,225Liabilities 2014: $3,104,107Net Assets 2014: $2,868,1182014Assets 2015: $5,681,062Liabilities 2015: $2,773,390Net Assets 2015: $2,907,6722015Assets 2016: $6,509,546Liabilities 2016: $2,794,250Net Assets 2016: $3,715,2962016Assets 2017: $7,190,455Liabilities 2017: $2,542,887Net Assets 2017: $4,647,5682017Assets 2018: $6,767,345Liabilities 2018: $2,148,769Net Assets 2018: $4,618,5762018Assets 2019: $8,606,892Liabilities 2019: $2,453,436Net Assets 2019: $6,153,4562019Assets 2020: $9,994,676Liabilities 2020: $2,526,877Net Assets 2020: $7,467,7992020Assets 2021: $10,144,055Liabilities 2021: $1,155,192Net Assets 2021: $8,988,8632021Assets 2022: $11,442,795Liabilities 2022: $2,252,176Net Assets 2022: $9,190,6192022Assets 2023: $13,143,037Liabilities 2023: $1,952,095Net Assets 2023: $11,190,9422023Assets 2024: $11,317,234Liabilities 2024: $1,182,958Net Assets 2024: $10,134,2762024

Highlighted filing

2015

Assets$5,681,062
Liabilities$2,773,390
Net Assets$2,907,672

Operations Trend

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

$20M$15M$10M$5.0M$0-$5.0MExpenses 2010: $13,490,6822010Expenses 2011: $12,714,2512011Expenses 2012: $12,326,9092012Revenue 2013: $11,957,646Expenses 2013: $11,758,098Net Income 2013: $199,5482013Revenue 2014: $13,018,969Expenses 2014: $12,369,048Net Income 2014: $649,9212014Revenue 2015: $13,363,747Expenses 2015: $13,649,019Net Income 2015: -$285,2722015Revenue 2016: $15,582,188Expenses 2016: $14,882,949Net Income 2016: $699,2392016Revenue 2017: $14,552,500Expenses 2017: $13,903,035Net Income 2017: $649,4652017Revenue 2018: $12,073,480Expenses 2018: $11,625,866Net Income 2018: $447,6142018Revenue 2019: $13,415,150Expenses 2019: $12,255,142Net Income 2019: $1,160,0082019Revenue 2020: $14,474,616Expenses 2020: $13,423,457Net Income 2020: $1,051,1592020Revenue 2021: $14,371,402Expenses 2021: $13,680,554Net Income 2021: $690,8482021Revenue 2022: $14,920,475Expenses 2022: $14,064,680Net Income 2022: $855,7952022Revenue 2023: $16,523,385Expenses 2023: $15,433,998Net Income 2023: $1,089,3872023Revenue 2024: $15,409,568Expenses 2024: $17,218,088Net Income 2024: -$1,808,5202024

Highlighted filing

2015

Revenue$13,363,747
Expenses$13,649,019
Net Income-$285,272
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Aug 15, 2016
Return Version
2015v2.1
Gross Receipts
$14,371,557
Mission and Program Overview

Mission

Helping children and families achieve a lifetime of success.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,032,054$2,909,039▼ $123,015
Pledges and Grants Receivable$1,729,833$1,762,858▲ $33,025
Savings and Temporary Cash Investments$636,207$522,208▼ $113,999
Land, Buildings, and Equipment, Net$290,456$266,112▼ $24,344
Accounts Receivable$171,040$170,690▼ $350
Prepaid Expenses and Deferred Charges$111,102$48,179▼ $62,923
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$5,972,225$5,681,062▼ $291,163
Other Assets Total$1,533$1,976▲ $443
Liabilities
Accounts Payable and Accrued Expenses$3,079,262$2,755,090▼ $324,172
Deferred Revenue$24,845$18,300▼ $6,545
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$3,104,107$2,773,390▼ $330,717
Net Assets / Fund Balance
Permanently Rstr Net Assets$1,599,005$1,560,893▼ $38,112
Temporarily Rstr Net Assets$1,529,632$1,122,332▼ $407,300
Unrestricted Net Assets$-260,519$224,447▲ $484,966
Total Net Assets Fund Balance$2,868,118$2,907,672▲ $39,554
Total Liabilities and Net Assets / Fund Balance$5,972,225$5,681,062▼ $291,163

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$206,312$384,872$591,184
Equipment$38,800$83,846$122,646
Land$21,000-$21,000

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$3,198,460$11,899▼ $24,126$90,616$3,065,715
2014$3,166,658$11,759▲ $140,410$90,584$3,198,460
2013$2,868,967-▲ $401,002$89,130$3,166,658
2012$2,653,169-▲ $301,597$72,410$2,868,967
2011$2,804,179-▼ $50,651$87,508$2,653,169
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dean OlsonPresident and CEOFT$115,000$16,632$131,632
Kristin GraueVP - Admin & FinanceFT$105,992$16,001$121,993
Chris PotthastVP - Admin & FinanceFT$44,092$3,438$47,530

Board Members and Trustees

NameTitle
Mike LubyBoard Chair
Dennis BarnettVice Chair Board Development
Jovanna RohsVice Chair Board Development
Neila WhittVice Chair Finance
Stephen NixonVice Chair Headstart Oversight
Julie MatlageVice Chair Planning/assessment
Amanda KellerVice Chair Resource Develop
Anthony AndrewsBoard Member
Archie WesleyBoard Member
Brian DunnBoard Member
Cami WalkerBoard Member
Cheryl Carpenter-davisBoard Member
Don AshBoard Member
Joe HarmonBoard Member
Joe ValencianoBoard Member
Maggie RossBoard Member
Matt WebbBoard Member
Nick NashBoard Member
Olushola BodieBoard Member
Pat ThelenBoard Member
Phillip McknightBoard Member
Renee HerrmannBoard Member
Ryan PattonBoard Member
Sandra OlivasBoard Member
Sara AnthonyBoard Member
Tracy BenteenBoard Member
Christi WeaverBoard Memeber
Larry LernerBoard Secretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Willie JonesConstruction636 N 84TH STREET, Kansas City, KS 66112$134,900
Revenue and Support

Revenue Composition

Contributions and Grants
$13,083,851
Program Service Revenue
$227,672
Investment Income
$65,766
Other Revenue
$-13,542
All Other Contributions
$580,071
Change in Net Assets
$-285,272

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Clothing and Household Goods-$49,407Average Fair Market Value (FMV)
Books and Publications-$22,005Average Fair Market Value (FMV)
Other Non Cash Contri Table0$14,580Average Fair Market Value (FMV)
Works of Art1$325Average Fair Market Value (FMV)
Total Noncash Contributions1$86,317-

Audited Revenue Reconciliation

Revenue per Audited Statements
$13,363,747
Revenue Not Reported on Form 990
$-52,811
Total Revenue per Audited Statements
$13,310,936
Total Revenue per Form 990
$13,363,747
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$7,948,046
Salaries, Compensation, and Employee Benefits$5,627,335
Total Fundraising Expense$410,569
Grants and Similar Amounts Paid$73,638
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$4,412,570$127,372$31,498$4,571,440
Other Salaries and Wages$3,144,271$600,072$235,023$3,979,366
Office Expenses$551,277$35,015$11,514$597,806
Other Employee Benefits$445,936$78,803$25,033$549,772
Pension Plan Contributions$450,940$3,395$33,695$488,030
Occupancy$390,999$20,466$10,072$421,537
Payroll Taxes$243,980$46,397$18,635$309,012
Current Officers, Directors, Trustees, and Key Employees$240,627$42,831$17,697$301,155
Travel$215,347$7,925$2,150$225,422
Information Technology$129,050$12,021$5,705$146,776
Conferences and Meetings$94,648$10,027$4,464$109,139
Grants to Domestic Individuals$73,638--$73,638
Fees for Services Accounting$25,912$31,262$1,980$59,154
All Other Expenses$14,898$22,408$2,826$40,132
Insurance$32,470$3,769$1,729$37,968
Depreciation Depletion$7,460$27,605-$35,065
Advertising$7,866$1,152$5,951$14,969
Fees for Services Legal$9,288$1,752-$11,040
Other Expenses$4,782$5$2,597$0
Total Functional Expenses$12,162,481$1,075,969$410,569$13,649,019

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$13,686,100
Expenses per Audited Statements$13,649,019
Total Expenses per Form 990$13,649,019
Expenses Not Reported on Form 990$37,081
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$37,081
Fundraising Gross Income$16,180
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Blue Carpet$116,591$14,020$11,541$2,479
Brew for Books$11,308$2,160$1,264$896
Total Events$127,899$16,180$37,081$-20,901
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

An independent accounting firm prepares and reviews the 990. The 990 is then reviewed by the organization's officers and accounting personnel. Any questions and concerns the organization's officers and accounting personnel have are addressed and any corrections or clarifications that need to be made are made. The 990 is then provided to the finance committee of the board for their review prior to filing the 990. Any questions and concerns the finance committee have are addressed and any concerns or clarifications that need to be made are made. The final form 990 with all required schedules is then provided to all voting members of the board prior to filing the 990.

Form 990, Part VI, Section B, Line 12C

The organization's policy is that members of the board of directors, advisory board, key employees, officers, and/or any committees of the board of directors shall have no direct or indirect financial interest in the assets, contracts, or leases of the agency. Business decisions must ensure that contracts and professional arrangements serve the best interest of the agency and our consumers, not private interests. Any member in a position to influence agency business decisions, for which they or their business or professional firm, may receive material benefit, must disclose the nature of the conflict to the board chair. Members with potential conflicts must remove themselves from involvement in such discussions, decision making and voting.

Form 990, Part VI, Section B, Line 15A & 15B

A compensation review was completed for the ceo, officers and key employees' compensation in october 2015 by the hr department of the family conservancy. For this review, they used compensation surveys and studies to get a benchmark for the compensation. The board of directors used the information from reports published prior to june 2014 to approve the compensation for the ceo. The deliberations and decisions regarding compensation are contemporaneously documented.

Form 990, Part VI, Section C, Line 19

The governing documents, conflict of interest policy, and financial statements are available upon request.

Filing and Contact Details

Filer

Filer Name
The Family Conservancy
EIN
44-0454800
In Care Of
% BRANDI WEBB
Phone
9133421110
Address
444 MINNESOTA AVE Suite STE 200, KANSAS CITY, KS 66101

Signing Officer

Name
Chris Potthast
Title
VP of Finance
Phone
8163421110
Signed
2016-08-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dean Olson
Formed
1880
Legal Domicile
Mo
Voting Board Members
28
Independent Board Members
28
Employees
114
Volunteers
353

Preparer

Firm
Bkd Llp
Address
1201 Walnut Suite 1700, Kansas City, MO 64106-2246
Preparer
Michael J Engle
Phone
8162216300
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4A

Helping children and families thrive: programs to help people meet life challenges including domestic violence counseling, substance abuse assessment; couple and parent-child communications; counseling and family support for spanish-speaking persons; head start and early head start; professional development and program quality initiatives for child care teachers to improve early learning; child care quality improvement initiatives to assure children safe and successful in the early education setting; child care resource and referral to guide in the selection of a child care provider. Education programs include pre- and post-testing to assess learning and quality improvements. Counseling and family support evaluations are based on client treatment goals.

Form 990, Part III, Line 4D

Supporting healthy child and family relationships; parenting and child development education; training to help prevent family violence; child development and brain development information to promote positive parenting skills; classes to promote healthy eating and nutrition; life skills classes for parents, conflict resolution, family and household management, tools for avoiding drugs, gangs and violence, and to succeed in school. Education programs include pre- and post- testing to assess learning. Family support evaluations are based on client goals.

Form 990, Part XI, Line 9

Change in defined benefit pension plan $414,718

Form 990 Part IX Line 11G

Description:child care subsidy total fees:3967936

Form 990 Part IX Line 11G

Description:other contract services total fees:603504

Financial Statement Notes

Schedule D, Part V, Line 4

The permanently restricted net assets are held as investments and the income is used to further counseling, growth in marriage, family achievement night, student assistance, and for general exempt purposes. The temporary restricted net assets are used to further the family asset building program, children's services, family life education, counseling, and student assistance program. The board designated funds are only for board approved expenditures.

Schedule D, Part X, Line 2

Uncertain tax positions disclosure management has evaluated their income tax positions under the guidance included in asc 740. Based on their review, management has not identified any material uncertain tax positions to be recorded or disclosed in the financial statements.

Schedule D, Part XI, Line 2D

Special event expenses $ 37,081

Schedule D, Part XII, Line 2D

Special event expenses $ 37,081

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IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9VICE CHAIR RESOURCE DEVELOP
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt11VICE CHAIR PLANNING/ASSESSMENT
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IRS990/Form990PartVIISectionAGrp/TitleTxt15BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt16BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt17BOARD MEMBER
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IRS990/Form990PartVIISectionAGrp/TitleTxt20BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt21BOARD MEMEBER
IRS990/Form990PartVIISectionAGrp/TitleTxt22BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt23BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt24VICE CHAIR FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt25VICE CHAIR BOARD DEVELOPMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt26BOARD SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt27VICE CHAIR BOARD DEVELOPMENT
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.3$1.18$10.1$15.4$17.2$1.81
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.1$1.95$11.2$16.5$15.4$1.09
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.4$2.25$9.19$14.9$14.1$0.86
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.1$1.16$8.99$14.4$13.7$0.69
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.99$2.53$7.47$14.5$13.4$1.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.61$2.45$6.15$13.4$12.3$1.16
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.77$2.15$4.62$12.1$11.6$0.45
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.19$2.54$4.65$14.6$13.9$0.65
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.51$2.79$3.72$15.6$14.9$0.70
2015Detailed filing. Detailed filing data is available for this year.$5.68$2.77$2.91$13.4$13.6$0.29
2014Detailed filing. Detailed filing data is available for this year.$5.97$3.10$2.87$13.0$12.4$0.65
2013Detailed filing. Detailed filing data is available for this year.$5.84$1.89$3.95$12.0$11.8$0.20
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.12$3.71$2.41$12.3
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.55$3.33$2.22$12.7
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.60$2.36$3.24$13.5