Civic Intelligence

Stephen Bufton Memorial Educational Fund

990 • Fiscal year 2019 • EIN 44-6013508

Aug 01, 2018 to Jul 31, 2019 • Filed on Jul 13, 2020

9820 Metcalf Ave No 110Overland Park, KS 66212

(913) 732-5100

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

15th percentile

0.00x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

83rd percentile

28%

Higher net margin than 83% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

67th percentile

10%

Faster asset growth than 67% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

88th percentile

54%

Faster revenue growth than 88% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Up

$1,228,006

Up $114,126 (+10%) from 2018

Net Assets

Up

$1,228,006

Up $114,126 (+10%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Up

$289,400

Up $100,967 (+54%) from 2018

Expenses

Down

$207,485

Down $16,661 (-7.4%) from 2018

Net Income

Up

$81,915

Up $117,628 (+329%) from 2018

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 2012: $1,598,957Liabilities 2012: $0Net Assets 2012: $1,598,9572012Assets 2013: $1,402,696Liabilities 2013: $50Net Assets 2013: $1,402,6462013Assets 2014: $1,297,549Liabilities 2014: $300Net Assets 2014: $1,297,2492014Assets 2015: $1,185,061Liabilities 2015: $0Net Assets 2015: $1,185,0612015Assets 2016: $1,185,639Liabilities 2016: $100Net Assets 2016: $1,185,5392016Assets 2017: $1,170,440Liabilities 2017: $0Net Assets 2017: $1,170,4402017Assets 2018: $1,113,880Liabilities 2018: $0Net Assets 2018: $1,113,8802018Assets 2019: $1,228,006Liabilities 2019: $0Net Assets 2019: $1,228,0062019Assets 2020: $1,287,094Liabilities 2020: $1,850Net Assets 2020: $1,285,2442020Assets 2021: $1,321,668Liabilities 2021: $0Net Assets 2021: $1,321,6682021Assets 2022: $1,252,224Liabilities 2022: $0Net Assets 2022: $1,252,2242022Assets 2023: $1,237,438Liabilities 2023: $0Net Assets 2023: $1,237,4382023Assets 2024: $1,279,839Liabilities 2024: $0Net Assets 2024: $1,279,8392024Assets 2025: $1,322,646Liabilities 2025: $0Net Assets 2025: $1,322,6462025

Highlighted filing

2019

Assets$1,228,006
Liabilities$0
Net Assets$1,228,006

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2012: $224,157Expenses 2012: $414,254Net Income 2012: -$190,0972012Revenue 2013: $179,099Expenses 2013: $325,374Net Income 2013: -$146,2752013Revenue 2014: $217,072Expenses 2014: $333,720Net Income 2014: -$116,6482014Revenue 2015: $214,406Expenses 2015: $311,475Net Income 2015: -$97,0692015Revenue 2016: $204,291Expenses 2016: $224,197Net Income 2016: -$19,9062016Revenue 2017: $204,285Expenses 2017: $208,618Net Income 2017: -$4,3332017Revenue 2018: $188,433Expenses 2018: $224,146Net Income 2018: -$35,7132018Revenue 2019: $289,400Expenses 2019: $207,485Net Income 2019: $81,9152019Revenue 2020: $206,459Expenses 2020: $198,420Net Income 2020: $8,0392020Revenue 2021: $191,121Expenses 2021: $179,190Net Income 2021: $11,9312021Revenue 2022: $195,570Expenses 2022: $174,725Net Income 2022: $20,8452022Revenue 2023: $190,817Expenses 2023: $184,934Net Income 2023: $5,8832023Revenue 2024: $181,168Expenses 2024: $189,860Net Income 2024: -$8,6922024Revenue 2025: $207,011Expenses 2025: $206,384Net Income 2025: $6272025

Highlighted filing

2019

Revenue$289,400
Expenses$207,485
Net Income$81,915
Jump To
Filing Snapshot
Filing Period
Aug 1, 2018 to Jul 31, 2019
Signed
Jul 13, 2020
Return Version
2018v3.2
Gross Receipts
$362,389
Mission and Program Overview

Mission

The stephen bufton memorial educational fund exists to provide educational grants and scholarships to women pursuing their undergraduate and graduate degrees, as well as ongoing professional development, in order to support their career advancement and to help them become role models, mentors and leaders for the future.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,113,880$1,228,006▲ $114,126
Investments in Publicly Traded Securities$1,099,262$1,139,266▲ $40,004
Cash and Non-Interest-Bearing Accounts$13,548$37,847▲ $24,299
Accounts Receivable$1,070$0▼ $1,070
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,113,880$1,228,006▲ $114,126
Other Assets Total$0$50,893▲ $50,893
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,113,880$1,228,006▲ $114,126
Total Liabilities and Net Assets / Fund Balance$1,113,880$1,228,006▲ $114,126

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$0$50,000▲ $1,060$0$50,893
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$240,651
Program Service Revenue
$0
Investment Income
$39,496
Other Revenue
$9,253
All Other Contributions
$240,651
Change in Net Assets
$81,915
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$110,272
Other Expenses$97,213
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$110,272--$110,272
Fees for Services Management$55,440--$55,440
Information Technology$31,465--$31,465
Fees for Service Investment Mgmnt Fees$6,459--$6,459
Fees for Services Accounting$3,200--$3,200
Insurance$599--$599
Other Expenses$50--$50
Total Functional Expenses$207,485$0$0$207,485
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

Employees of abwa management, llc provide management, clerical and support services to the organization. A management fee is paid to abwa management, llc from the fund.

Form 990, Part VI, Section A, Line 8B

The governing body does not have any committees.

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

The form 990 is provided to all members of the board and is reviewed at a board meeting prior to filing the return.

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

The organization has specific procedures for addressing a conflict of interest. If the trustees have reasonable cause to believe that a member has failed to disclose a conflict of interest, there will be a hearing and appropriate disciplinary and corrective action will be taken.

Form 990, Part VI, Section C, Line 19

The organization's annual report, which includes the statement of condition, is available upon request.

Filing and Contact Details

Filer

Filer Name
Stephen Bufton Memorial Educational Fund
EIN
44-6013508
Phone
9137325100
Address
9820 METCALF AVE NO 110, OVERLAND PARK, KS 66212

Signing Officer

Name
Felicia Johnson
Title
Trustee
Phone
9137325100
Signed
2020-07-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Felicia Johnson
Formed
1963
Legal Domicile
Ks
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
9

Preparer

Firm
Cbiz Mhm LLC
Address
700 WEST 47TH STREET SUITE 1100, KANSAS CITY, MO 64112
Preparer
Lisa Burke
Phone
8169455500
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IRS990ScheduleA/PublicSupportPY170Pct00.86140
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IRS990ScheduleA/SubstantialContributorsTotAmt08457
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0249854
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0155923
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0171303
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0173610
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0180346
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0931036
IRS990ScheduleA/TotalSupportAmt01077128
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IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt00
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt050000
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt050893
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IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt01060
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt00
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
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IRS990ScheduleD/TermEndowmentBalanceEOYPct00.00000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt03772
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt189000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt217500
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0BUSINESS SKILLS TUITION REIMBURSEMENT
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1IMPACT SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt2NATIONAL SCHOLARSHIP AWARDS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt038
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt152
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt24
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0NATIONAL DIRECTORS OF THE AMERICAN BUSINESS WOMEN'S ASSOCIATION (ABWA), A BUSINESS LEAGUE, ARE THE TRUSTEES OF THE FUND. AS SUCH, THEY OPERATE FREE FROM CONTROL OF ANY INDIVIDUAL, CORPORATION, GROUP OR ASSOCIATION. MOST OF THE AUTONOMOUS CHAPTERS OF THE ABWA RAISE FUNDS SPECIFICALLY FOR STEPHEN BUFTON MEMORIAL EDUCATIONAL FUND PROGRAMS. APPLICANTS ARE INVESTIGATED BY THE LOCAL CHAPTER AND REFERRED TO THE FUND. LOANS MADE ON CHAPTER RECOMMENDATIONS ARE GUARANTEED AS TO REPAYMENT BY THE SPONSORING CHAPTER. THE LOANS ARE INTEREST FREE. GRANTS AND LOANS ARE MADE TO FEMALE STUDENTS FOR USE IN SCHOOLS, COLLEGES OR UNIVERSITIES THAT MAINTAIN A REGULAR FACILITY, CURRICULUM AND STUDENT BODY. THERE ARE NO RESTRICTIONS AS TO RACE, CREED OR AGE. CHARACTER RECOMMENDATIONS AND EDUCATIONAL COSTS ARE IMPORTANT FACTORS IN THE MAKING OF GRANTS AND LOANS. PERSONAL CONTACT WITH THE BENEFICIARIES IS MAINTAINED BY THE LOCAL CHAPTERS OF ABWA. PAYMENTS FOR THE USE OF THE BENEFICIARIES ARE MADE THROUGH CHECKS ISSUED BY THE FUND IN THE JOINT NAMES OF THE BENEFICIARY AND THE EDUCATIONAL INSTITUTION. FUNDS MAY NOT BE USED BY A BENEFICIARY FOR ANY PURPOSE OTHER THAN TUITION, BOOKS OR FEES.
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt1SCHEDULE I, PART III: THE FOLLOWING AMOUNTS WERE AWARDED BY EACH DISTRICT: DISTRICT 1: $25,638 DISTRICT 2: $15,671 DISTRICT 3: $ 8,000 DISTRICT 4: $10,000 DISTRICT 5: $10,272 DISTRICT 6: $ 23,191 NATIONAL: $ 17,500 TOTAL: $110,272
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE I, PART III
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EMPLOYEES OF ABWA MANAGEMENT, LLC PROVIDE MANAGEMENT, CLERICAL AND SUPPORT SERVICES TO THE ORGANIZATION. A MANAGEMENT FEE IS PAID TO ABWA MANAGEMENT, LLC FROM THE FUND.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE GOVERNING BODY DOES NOT HAVE ANY COMMITTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 IS PROVIDED TO ALL MEMBERS OF THE BOARD AND IS REVIEWED AT A BOARD MEETING PRIOR TO FILING THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION HAS SPECIFIC PROCEDURES FOR ADDRESSING A CONFLICT OF INTEREST. IF THE TRUSTEES HAVE REASONABLE CAUSE TO BELIEVE THAT A MEMBER HAS FAILED TO DISCLOSE A CONFLICT OF INTEREST, THERE WILL BE A HEARING AND APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION WILL BE TAKEN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION'S ANNUAL REPORT, WHICH INCLUDES THE STATEMENT OF CONDITION, IS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsGrp/EOYAmt01228006
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IRS990/TotalEmployeeCnt00
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
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IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0OVERLAND PARK
IRS990/USAddress/StateAbbreviationCd0KS
IRS990/USAddress/ZIPCd066212
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0WWW.SBMEF.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0FELICIA JOHNSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09137325100
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STEPHEN BUFTON MEMORIAL EDUCATIONAL FUND
ReturnHeader/Filer/BusinessNameControlTxt0STEP
ReturnHeader/Filer/EIN0446013508
ReturnHeader/Filer/PhoneNum09137325100
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt04.17.130.218
ReturnHeader/FilingSecurityInformation/IPDt02020-07-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm010:31:22
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341874260
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CBIZ MHM LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0700 WEST 47TH STREET SUITE 1100

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.32$0.00$1.32$0.21$0.21$0.00
2024Summary only. Only limited summary data is available for this year.$1.28$0.00$1.28$0.18$0.19$0.01
2023Summary only. Only limited summary data is available for this year.$1.24$0.00$1.24$0.19$0.18$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.25$0.00$1.25$0.20$0.17$0.02
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.32$0.00$1.32$0.19$0.18$0.01
2020Summary only. Only limited summary data is available for this year.$1.29$0.00$1.29$0.21$0.20$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.29$0.21$0.08
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.11$0.00$1.11$0.19$0.22$0.04
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.17$0.00$1.17$0.20$0.21$0.00
2016Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.20$0.22$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.21$0.31$0.10
2014Summary only. Only limited summary data is available for this year.$1.30$0.00$1.30$0.22$0.33$0.12
2013Summary only. Only limited summary data is available for this year.$1.40$0.00$1.40$0.18$0.33$0.15
2012Summary only. Only limited summary data is available for this year.$1.60$0.00$1.60$0.22$0.41$0.19