Civic Intelligence

The Family Conservancy

990 • Fiscal year 2017 • EIN 44-0454800

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 15, 2018

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

62nd percentile

0.35x

Higher debt load relative to assets than 62% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

43rd percentile

0.17x

Higher debt load relative to revenue than 43% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Net Margin

55th percentile

4.5%

Higher net margin than 55% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

41st percentile

$149,077

Higher top officer pay than 41% of similar nonprofits.

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

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Asset Growth

69th percentile

10%

Faster asset growth than 69% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

20th percentile

-6.6%

Faster revenue growth than 20% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Assets

Up

$7,190,455

Up $680,909 (+10%) from 2016

Net Assets

Up

$4,647,568

Up $932,272 (+25%) from 2016

Liabilities

Down

$2,542,887

Down $251,363 (-9.0%) from 2016

Revenue

Down

$14,552,500

Down $1,029,688 (-6.6%) from 2016

Expenses

Down

$13,903,035

Down $979,914 (-6.6%) from 2016

Net Income

Down

$649,465

Down $49,774 (-7.1%) from 2016

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

2017

Assets$7,190,455
Liabilities$2,542,887
Net Assets$4,647,568

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

2017

Revenue$14,552,500
Expenses$13,903,035
Net Income$649,465
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 15, 2018
Return Version
2017v2.3
Gross Receipts
$16,318,065
Mission and Program Overview

Mission

Helping children and families achieve a lifetime of success.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,002,853$3,346,109▲ $343,256
Pledges and Grants Receivable$2,464,697$2,597,061▲ $132,364
Savings and Temporary Cash Investments$561,772$857,213▲ $295,441
Land, Buildings, and Equipment, Net$251,384$212,924▼ $38,460
Accounts Receivable$95,576$103,934▲ $8,358
Prepaid Expenses and Deferred Charges$132,845$71,406▼ $61,439
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$6,509,546$7,190,455▲ $680,909
Other Assets Total$419$1,808▲ $1,389
Liabilities
Accounts Payable and Accrued Expenses$2,793,614$2,542,251▼ $251,363
Deferred Revenue$636$636→ $0
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$2,794,250$2,542,887▼ $251,363
Net Assets / Fund Balance
Temporarily Rstr Net Assets$1,575,916$1,809,547▲ $233,631
Permanently Rstr Net Assets$1,608,594$1,770,940▲ $162,346
Unrestricted Net Assets$530,786$1,067,081▲ $536,295
Total Net Assets Fund Balance$3,715,296$4,647,568▲ $932,272
Total Liabilities and Net Assets / Fund Balance$6,509,546$7,190,455▲ $680,909

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$167,497$428,343$595,840
Equipment$24,427$104,733$129,160
Land$21,000-$21,000

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$3,196,146$5,420▲ $409,934-$3,580,367
2016$3,065,715$15,580▲ $162,795$30,196$3,196,146
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
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dean OlsonPresident and CEOFT$131,751$17,326$149,077
Chris PotthastVP - Admin and FinanceFT$101,230$15,607$116,837

Board Members and Trustees

NameTitle
Neila WhittBoard Chair
Amanda KellerVice Chair Board Development
Stephen NixonVice Chair Finance
Nick NashVice Chair Headstart Oversight
Joe HarmonVice Chair Planning/assessment
Matthew WebbVice Chair Resource Develop
Amy WolfBoard Member
Archie WesleyBoard Member
Brian DunnBoard Member
Cami WalkerBoard Member
Cheryl Carpenter-davisBoard Member
Cj VogelBoard Member
Don AshBoard Member
Edgar PalaciosBoard Member
Emeka AnyanwuBoard Member
Joe ValencianoBoard Member
Julie MatlageBoard Member
Maggie RossBoard Member
Michael LubyBoard Member
Olushola BodieBoard Member
Pat ThelenBoard Member
Renee HerrmannBoard Member
Ryan PattonBoard Member
Sandra OlivasBoard Member
Sara AnthonyBoard Member
Christi WeaverBoard Memeber
Tracy BenteenSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Tender Hearts INCChild Care2035 N 82ND ST, Kansas City, KS 66109$253,250
The Rock At Stoney PointChild Care800 M 78TH STREET, Kansas City, KS 66112$248,551
Kid Zone Learning CenterChild Care15320 S RIDGEVIEW RD, Olathe, KS 66062$232,689
University Of Kansas Medical CenterChild Care444 MINNESOTA, Kansas City, KS 66101$229,747
Johnson Co Community College HeirChild Care12345 COLLEGE BLVD, Overland Park, KS 66210$139,969
Revenue and Support

Revenue Composition

Contributions and Grants
$13,930,401
Program Service Revenue
$416,292
Investment Income
$150,047
Other Revenue
$55,760
All Other Contributions
$1,271,403
Change in Net Assets
$649,465

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
Books and Publications-$32,412Average Fair Market Value (FMV)
Clothing and Household Goods-$30,223Average Fair Market Value (FMV)
Other Non Cash Contri Table3$5,383Average Fair Market Value (FMV)
Other Non Cash Contri Table4$5,138Actual Cash Value
Food Inventory2$490Average Fair Market Value (FMV)
Total Noncash Contributions9$73,646-

Audited Revenue Reconciliation

Revenue per Audited Statements
$14,552,500
Revenue Not Reported on Form 990
$297,316
Total Revenue per Audited Statements
$14,849,816
Total Revenue per Form 990
$14,552,500
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$8,294,818
Salaries, Compensation, and Employee Benefits$5,568,515
Total Fundraising Expense$496,228
Grants and Similar Amounts Paid$39,702
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$5,701,780$25,687$6,040$5,733,507
Other Salaries and Wages$3,239,456$548,090$255,595$4,043,141
Other Employee Benefits$458,725$92,368$23,066$574,159
Occupancy$368,677$40,775$13,919$423,371
Office Expenses$350,068$30,839$31,242$412,149
Pension Plan Contributions$331,424-$40,376$371,800
Payroll Taxes$241,910$51,237$20,354$313,501
Current Officers, Directors, Trustees, and Key Employees$208,884$41,484$15,546$265,914
Travel$178,680$11,555$2,666$192,901
Conferences and Meetings$142,549$13,297$1,107$156,953
All Other Expenses$36,255$29,402$64,350$130,007
Information Technology$100,346$11,829$4,865$117,040
Fees for Services Accounting$41,889$43,072$3,364$88,325
Insurance$33,781$5,336$1,981$41,098
Grants to Domestic Individuals$39,702--$39,702
Depreciation Depletion$10,855$27,605-$38,460
Other Expenses$2,629$4,056$9,757$0
Advertising$1,869$7,989$2,000$11,858
Fees for Services Legal$8,280$1,774-$10,054
Total Functional Expenses$12,420,412$986,395$496,228$13,903,035

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$13,940,464
Expenses per Audited Statements$13,903,035
Total Expenses per Form 990$13,903,035
Expenses Not Reported on Form 990$37,429
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$87,665
Fundraising Direct Expenses$37,429
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Blue Carpet$108,387$73,496$8,299$65,197
Brew for Books$19,343$14,169$1,124$13,045
Total Events$127,730$87,665$37,429$50,236
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
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 Administration
Phone
8163421110
Signed
2018-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dean Olson
Formed
1880
Legal Domicile
Mo
Voting Board Members
27
Independent Board Members
27
Employees
104
Volunteers
302

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 $ 22,920

Form 990 Part IX Line 11G

Description:child care subsidy total fees:5503003

Form 990 Part IX Line 11G

Description:other contract services total fees:230504

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 $ 37,429

Schedule D, Part XII, Line 2D

Special event expenses $ 37,429

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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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
2017Detailed filing. Detailed filing data is available for this year.$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
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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