Civic Intelligence

The Goppert Foundation

990PF • Fiscal year 2022 • EIN 44-6013933

Nov 01, 2021 to Oct 31, 2022 • Filed on Mar 15, 2023

Organization Profile
200 Unity Circle North Ste BLees Summit, MO 64086

(816) 942-7595

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

Higher debt load relative to assets than 15% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Source year 2022

Liabilities / Revenue

15th percentile

0.00x

Higher debt load relative to revenue than 15% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Source year 2022

Net Margin

76th percentile

26%

Higher net margin than 76% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Source year 2022

Top Officer Pay

20th percentile

$5,600

Higher top officer pay than 20% of similar nonprofits.

Top officer pay equals 0.1% of source-year revenue.

2022 filings • $25M-$50M nonprofits • Source year 2022

Asset Growth

61st percentile

2.9%

Faster asset growth than 61% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Annualized from 2021 to 2022

Revenue Growth

88th percentile

57%

Faster revenue growth than 88% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$40,328,597

Up $1,152,725 (+2.9%) from 2021

Net Assets

Up

$40,327,643

Up $1,158,255 (+3.0%) from 2021

Liabilities

Down

$954

Down $5,530 (-85%) from 2021

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin76th percentile

Revenue

Up

$4,397,662

Up $1,588,224 (+57%) from 2021

Expenses

Up

$3,239,360

Up $198,239 (+6.5%) from 2021

Net Income

Up

$1,158,302

Up $1,389,985 (+600%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

$60M$40M$20M$0-$20MAssets 2011: $34,666,143Liabilities 2011: -$2652011Assets 2012: $34,189,530Liabilities 2012: -$11,4082012Assets 2013: $34,415,561Liabilities 2013: $15,3642013Assets 2014: $34,574,950Liabilities 2014: -$4,3902014Assets 2015: $39,336,215Liabilities 2015: -$36,6772015Assets 2019: $39,008,336Liabilities 2019: $02019Assets 2020: $39,401,071Liabilities 2020: $02020Assets 2021: $39,175,872Liabilities 2021: $6,484Net Assets 2021: $39,169,3882021Assets 2022: $40,328,597Liabilities 2022: $954Net Assets 2022: $40,327,6432022Assets 2023: $40,005,175Liabilities 2023: $0Net Assets 2023: $40,005,1752023Assets 2024: $38,583,594Liabilities 2024: $0Net Assets 2024: $38,583,5942024

Highlighted filing

2022

Assets$40,328,597
Liabilities$954
Net Assets$40,327,643
Open 2022 Filing

Operations Trend

Revenue Growth88th percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $2,081,200Expenses 2011: $1,903,714Net Income 2011: $177,4862011Revenue 2012: $1,451,782Expenses 2012: $1,917,253Net Income 2012: -$465,4712012Revenue 2013: $2,344,295Expenses 2013: $2,039,116Net Income 2013: $305,1792013Revenue 2014: $2,308,449Expenses 2014: $2,129,307Net Income 2014: $179,1422014Revenue 2015: $7,161,890Expenses 2015: $2,368,318Net Income 2015: $4,793,5722015Revenue 2019: $2,602,263Expenses 2019: $2,456,296Net Income 2019: $145,9672019Revenue 2020: $3,025,585Expenses 2020: $2,632,850Net Income 2020: $392,7352020Revenue 2021: $2,809,438Expenses 2021: $3,041,121Net Income 2021: -$231,6832021Revenue 2022: $4,397,662Expenses 2022: $3,239,360Net Income 2022: $1,158,3022022Revenue 2023: $2,622,984Expenses 2023: $2,945,432Net Income 2023: -$322,4482023Revenue 2024: $1,909,925Expenses 2024: $3,331,504Net Income 2024: -$1,421,5792024

Highlighted filing

2022

Revenue$4,397,662
Expenses$3,239,360
Net Income$1,158,302
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2021 to Oct 31, 2022
Signed
Mar 15, 2023
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
M Charles KelloggVice President-$5,600-$5,600
Corey StriderSecretary-$5,600-$5,600
Carolyn KelloggDirector-$5,600-$5,600
Billy CampbellDirector-$5,600-$5,600
Thomas GoppertChairmanPT$0--
Autumn MarkleyPresidentPT$0--
Filing and Contact Details

Filer

Filer Name
The Goppert Foundation
EIN
44-6013933
Phone
8169427595
Address
200 Unity Circle North Ste B, Lees Summit, MO 64086

Signing Officer

Name
Thomas Goppert
Title
Chairman
Signed
2023-03-15
Raw XML Appendix350 raw XML fields

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

Path#Value
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ContractorCompensationExpln/ContractorCompExplnGrp/ExplanationTxt0Advisement fee for investment services
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt030374497
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0Charles Schwab
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt042044832
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt02410539
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0536963
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0215956
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt03163458
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt03163458
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt02626495
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0536963
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt011300
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt011300
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt022400
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt02763923
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt02763923
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt01234204
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt06487
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt06487
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt02410539
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt02410539
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt02410539
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt01158302
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt0215956
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0215956
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0215956
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt04397
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt04398
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt08795
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0536963
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt02942848
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt011237
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt011237
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt022474
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt01254
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt01254
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt02508
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0185924
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0185924
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0371848
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubDsbrsChrtblAmt09
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt010
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubRevAndExpnssAmt019
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt040906
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt02626495
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt02978044
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0220610
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt03239360
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt03163458
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt04397662
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0214121
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0220610
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0475437
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0536963
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt01158302
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt047
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt040327690
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt039169388
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt040327643
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt02826532
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt02826532
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt02826532
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt02867438
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt040906
IRS990PF/DistributableAmountGrp/TotalTaxAmt040906
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt039952
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt040906
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt040906
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt040906
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0954
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt039952
IRS990PF/FMVAssetsEOYAmt056021629
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt031736683
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt032970887
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt01423844
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt01325646
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt01325646
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt05412808
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt05412808
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt09338810
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt06720
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt013207
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt06720
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt06720
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt01
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt01
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IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt06484
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0954
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt07432705
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt039175872
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt039175872
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt039169388
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IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt04715486
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt03208925
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01125464
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt057086159
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0873331
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt010463
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt02867438
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt057348755
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0Charles Schwab
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0164248
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0Investment
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt05454 W 110th St
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0Overland Park
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0KS
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt35600
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt55600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Thomas Goppert
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Autumn Markley
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2M Charles Kellogg
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Corey Strider
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Carolyn Kellogg
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5Billy Campbell
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Chairman
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5Director
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2200 Unity Cir N Suite B
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3200 Unity Cir N Suite B
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4200 Unity Cir N Suite B
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt5200 Unity Cir N Suite B
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Lake Winnebago
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Lees Summit
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Lees Summit
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3Lees Summit
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4Lees Summit
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5Lees Summit
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
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IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
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IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0200 Unity Circle north Ste B
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Lees Summit
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd064086
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0true
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MO
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Thomas Goppert
IRS990PF/StatementsRegardingActyGrp/PhoneNum08169427595
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0Formal written request, including 501(c)3 verification
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Autumn Y Goppert VP
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum08169427595
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0200 Unity Circle N Suite B
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Lees Summit
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MO
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd064086
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0501(c)3 ONLY - Charities in eastern KS or Western MO : community betterment, education, medical facilities
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0none
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt02745000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt0501 (c) (3)
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientPersonNm0See attached 17 Recipients
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt0200 Unity Cir North Suite B
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm0Lees Summit
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd0MO
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd064086
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02763923
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0501 (c) 3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0See attached 36 recipients
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0200 Unity Cir North Suite B
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Lees Summit
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd064086
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt02745000
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt02763923
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/AppliedToCurrentYearAmt02826532
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02826532
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt044892
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt053010
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0249414
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0151512
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt044892
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt053010
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02978044
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0151512
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0249414
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt097902
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LandEtcSchedule2/LandEtcGrp/BookValueAmt0965
LandEtcSchedule2/LandEtcGrp/BookValueAmt15755
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0Machinery and Equipment
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt1Improvements
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt0965
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt15755
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt0965
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt15755
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Pathway Financial
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt04397
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt08795
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt04398
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Fed Tax
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01
OtherDecreasesSchedule/OtherDecreasesDetail/Amt047
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0IRS adjustment
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Foreign Tax on Schwab
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1IT/Misc
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Liability Insurance
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0373
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt143
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2838
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0373
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt143
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2838
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0746
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt186
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21676
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0164248
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1207600
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Charles Schwab Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1Reimbursment Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt082124
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt1103800
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt082124
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt1103800
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0Richard D Goppert
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0200 Unity Cir N Suite B
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0Lees Summit
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0MO
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd064086
TaxesSchedule/TaxesDetail/Amt040906
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Thomas Goppert
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-03-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Goppert Foundation
ReturnHeader/Filer/BusinessNameControlTxt0GOPP
ReturnHeader/Filer/EIN0446013933
ReturnHeader/Filer/PhoneNum08169427595
ReturnHeader/Filer/USAddress/AddressLine1Txt0200 Unity Circle North Ste B
ReturnHeader/Filer/USAddress/CityNm0Lees Summit
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd064086
ReturnHeader/ReturnTs02023-03-15T09:58:21-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Thomas
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Goppert
ReturnHeader/TaxPeriodBeginDt02021-11-01
ReturnHeader/TaxPeriodEndDt02022-10-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$40,328,597
Liabilities
$954
Net assets
$40,327,643
Revenue
$4,397,662
Expenses
$3,239,360
Net income
$1,158,302
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$38.6$0.00$38.6$1.91$3.33$1.42
2023Detailed filing. Detailed filing data is available for this year.$40.0$0.00$40.0$2.62$2.95$0.32
2022Detailed filing. Detailed filing data is available for this year.$40.3$0.00$40.3$4.40$3.24$1.16
2021Detailed filing. Detailed filing data is available for this year.$39.2$0.01$39.2$2.81$3.04$0.23
2020Summary only. Only limited summary data is available for this year.$39.4$0.00$3.03$2.63$0.39
2019Summary only. Only limited summary data is available for this year.$39.0$0.00$2.60$2.46$0.15
2015Summary only. Only limited summary data is available for this year.$39.3$0.04$7.16$2.37$4.79
2014Summary only. Only limited summary data is available for this year.$34.6$0.00$2.31$2.13$0.18
2013Summary only. Only limited summary data is available for this year.$34.4$0.02$2.34$2.04$0.31
2012Summary only. Only limited summary data is available for this year.$34.2$0.01$1.45$1.92$0.47
2011Summary only. Only limited summary data is available for this year.$34.7$0.00$2.08$1.90$0.18