Civic Intelligence

The Goppert Foundation

990PF • Fiscal year 2023 • EIN 44-6013933

Nov 01, 2022 to Oct 31, 2023 • Filed on Mar 12, 2024

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

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

2023 filings • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

14th percentile

0.00x

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

2023 filings • $25M-$50M nonprofits • Source year 2023

Net Margin

22nd percentile

-12%

Higher net margin than 22% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Source year 2023

Top Officer Pay

20th percentile

$6,000

Higher top officer pay than 20% of similar nonprofits.

Top officer pay equals 0.2% of source-year revenue.

2023 filings • $25M-$50M nonprofits • Source year 2023

Asset Growth

28th percentile

-0.8%

Faster asset growth than 28% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

10th percentile

-40%

Faster revenue growth than 10% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$40,005,175

Down $323,422 (-0.8%) from 2022

Net Assets

Down

$40,005,175

Down $322,468 (-0.8%) from 2022

Liabilities

Down

$0

Down $954 (-100%) from 2022

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin22nd percentile

Revenue

Down

$2,622,984

Down $1,774,678 (-40%) from 2022

Expenses

Down

$2,945,432

Down $293,928 (-9.1%) from 2022

Net Income

Down

-$322,448

Down $1,480,750 (-128%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth28th 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

2023

Assets$40,005,175
Liabilities$0
Net Assets$40,005,175
Open 2023 Filing

Operations Trend

Revenue Growth10th 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

2023

Revenue$2,622,984
Expenses$2,945,432
Net Income-$322,448
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2022 to Oct 31, 2023
Signed
Mar 12, 2024
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
M Charles KelloggVice President-$6,000-$6,000
Corey StriderSecretary-$6,000-$6,000
Carolyn KelloggDirector-$6,000-$6,000
Billy CampbellDirector-$6,000-$6,000
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
2024-03-12
Discuss with paid preparer
Yes

Preparer

Firm
Goppert Financial Corp
Address
10401 HOLMES RD STE 222, KANSAS CITY, MO 64131
Preparer
Thomas Goppert
Phone
8169427595
Raw XML Appendix373 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
ContractorCompensationExpln/ContractorCompExplnGrp/ContractorPersonNm0Charles Schwab
ContractorCompensationExpln/ContractorCompExplnGrp/ContractorPersonNm1GFC
ContractorCompensationExpln/ContractorCompExplnGrp/ExplanationTxt0Financial Planning
ContractorCompensationExpln/ContractorCompExplnGrp/ExplanationTxt1501(c)3 Services
ExplnOfNonFilingWithAGStmt/ExplanationTxt0Missouri
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/RelatedOrExemptFunctionIncmAmt01364882
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0-334081
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt0202183
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt01232984
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01232984
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt01567065
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt012000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt012000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt024000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt02494057
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt02494057
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt01390000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt06498
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt06498
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt01364882
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt01364882
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01364882
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-322448
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt0202183
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0202183
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0202183
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt02500
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt02500
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt05000
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-334081
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01347494
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt011481
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt011480
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt022961
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt01694
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt01693
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt03387
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0185389
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0185390
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0370779
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubDsbrsChrtblAmt010
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt010
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubRevAndExpnssAmt020
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt018730
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt01567065
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt02707131
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0219571
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt02945432
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01567065
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt02622984
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0213074
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0219571
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0451375
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-333392
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-689
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-322448
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt067
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt047
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt040005242
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt040327643
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt040005175
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt02864542
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt02864542
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt02864542
IRS990PF/DistributableAmountGrp/IncomeTaxAmt06270
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt02889542
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt018730
IRS990PF/DistributableAmountGrp/TotalTaxAmt025000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt025000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt018730
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt06270
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt06270
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt018730
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt018730
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt025000
IRS990PF/FMVAssetsEOYAmt057890151
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt032970887
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt034360886
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt01325646
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt01374699
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt01374699
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt05412808
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt05412808
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt010200000
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt08283
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt016566
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt06720
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt08283
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt08283
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt01
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt06271
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt06720
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt030374497
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt028598743
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt041657303
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0954
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblAmt0380000
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt0380000
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYFMVAmt0384884
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt07356756
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt05644289
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01030035
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01030035
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt040328597
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt040005175
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt057890151
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0954
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt040328597
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt040005175
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt040327643
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt040005175
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt03208925
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt03194336
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt03228227
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt058670907
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01122622
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt057548285
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0880064
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt02889542
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt057790843
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt058670907
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0163179
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt1207600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/PersonNm0Charles Schwab
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/PersonNm1GFC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0Financial Planning
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1501(c)3 Services
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt05454 W 110th St
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt1200 Unity Cir N Ste B
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0Overland Park
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1Lees Summit
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0KS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1MO
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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
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt26000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt36000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt46000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt56000
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
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0292 N Winnebago Drive
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1200 Unity Circle North Ste B
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2200 Unity Circle North Ste B
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3200 Unity Circle North Ste B
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4200 Unity Circle North Ste B
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt5200 Unity Circle North Ste B
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Lake Winnebago
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Lees Summit
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Leawood
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4Leawood
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5Norborne
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MO
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2KS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3MO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4KS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5MO
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd266206
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd395330
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd466206
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd564668
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt02707131
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt02707131
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
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/Form990PFFiledWithAttyGenInd0false
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/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 Markley President
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum08169427595
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0200 Unity Cir 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/Amt04246000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt0501 (c) 3
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientPersonNm0see pledge attachment for future pl
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt0501(c)3
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt0200 Unity Cir N
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm0Lees Summit
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd0MO
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd064086
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02494057
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0501(c)3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0See pledge attachment yr 22-23
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0501(c)3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0200 Unity Cir N
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Lees Summit
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd064086
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt04246000
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt02494057
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/AppliedToCurrentYearAmt02707131
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02864542
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0157411
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0151512
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt044892
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt053010
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0157411
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt092003
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt092003
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02707131
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt092003
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0249414
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt08283
LandEtcSchedule2/LandEtcGrp/BookValueAmt010811
LandEtcSchedule2/LandEtcGrp/BookValueAmt12528
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0Machinery and Equipment
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt1Improvements
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt010811
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt15755
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt08283
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Blue Owl Valuation
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt02500
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt05000
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt02500
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Difference on Tax Recievable
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt06271
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt06720
OtherDecreasesSchedule/OtherDecreasesDetail/Amt067
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0IRS Adjustment
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Foreign Tax on Schwab
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Liability Insurance
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0860
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1834
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0859
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1834
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01719
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11668
OtherIncreasesSchedule/OtherIncreasesDetail/Amt047
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0IRS Adjustment
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0163179
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1207600
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Charles Schwab Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1Reimbursment Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt081589
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt1103800
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt081590
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt1103800
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0Richard D Goppert Irrevocable 1983
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0200 Unity Cir N Ste B
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0Lees Summit
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0MO
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd064086
TaxesSchedule/TaxesDetail/Amt067
TaxesSchedule/TaxesDetail/Amt118663
TaxesSchedule/TaxesDetail/CategoryTxt0Additional Tax Pred Year
TaxesSchedule/TaxesDetail/CategoryTxt1Income Tax
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Thomas Goppert
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-03-12
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/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GOPPERT FINANCIAL CORP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010401 HOLMES RD STE 222
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KANSAS CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd064131
ReturnHeader/PreparerPersonGrp/PhoneNum08169427595
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Thomas Goppert
ReturnHeader/ReturnTs02024-03-12T14:15:01-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Thomas
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Goppert
ReturnHeader/TaxPeriodBeginDt02022-11-01
ReturnHeader/TaxPeriodEndDt02023-10-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$40,005,175
Liabilities
$0
Net assets
$40,005,175
Revenue
$2,622,984
Expenses
$2,945,432
Net income
-$322,448
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