Civic Intelligence

Kansas Values Institute

990 • Fiscal year 2018 • EIN 45-2621342

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 08, 2019

PO Box 97Lawrence, KS 66044

(316) 619-9982

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

2018 filings • 501(c)4 • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

14th percentile

0.00x

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

2018 filings • 501(c)4 • $5M-$10M nonprofits • Source year 2018

Net Margin

56th percentile

7.8%

Higher net margin than 56% of similar nonprofits.

2018 filings • 501(c)4 • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2018 filings • 501(c)4 • $5M-$10M nonprofits • Source year 2018

Asset Growth

100th percentile

1360250%

Faster asset growth than 100% of similar nonprofits.

2018 filings • 501(c)4 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

99th percentile

12898%

Faster revenue growth than 99% of similar nonprofits.

2018 filings • 501(c)4 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Assets

Up

$516,933

Up $516,895 (+1360250%) from 2017

Net Assets

Up

$516,933

Up $516,895 (+1360250%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$6,589,621

Up $6,538,925 (+12898%) from 2017

Expenses

Up

$6,072,726

Up $6,000,512 (+8309%) from 2017

Net Income

Up

$516,895

Up $538,413 (+2502%) from 2017

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $205,428Liabilities 2011: $0Net Assets 2011: $205,4282011Assets 2012: $136,070Liabilities 2012: $0Net Assets 2012: $136,0702012Assets 2013: $94,984Liabilities 2013: $0Net Assets 2013: $94,9842013Assets 2014: $33,091Liabilities 2014: $0Net Assets 2014: $33,0912014Assets 2015: $37,636Liabilities 2015: $0Net Assets 2015: $37,6362015Assets 2016: $21,556Liabilities 2016: $0Net Assets 2016: $21,5562016Assets 2017: $38Liabilities 2017: $0Net Assets 2017: $382017Assets 2018: $516,933Liabilities 2018: $0Net Assets 2018: $516,9332018Assets 2019: $272,519Liabilities 2019: $0Net Assets 2019: $272,5192019Assets 2020: $918,994Liabilities 2020: $0Net Assets 2020: $918,9942020Assets 2021: $990,383Liabilities 2021: $0Net Assets 2021: $990,3832021Assets 2022: $548,892Liabilities 2022: $0Net Assets 2022: $548,8922022Assets 2023: $858,377Liabilities 2023: $0Net Assets 2023: $858,3772023Assets 2024: $419,729Liabilities 2024: $0Net Assets 2024: $419,7292024

Highlighted filing

2018

Assets$516,933
Liabilities$0
Net Assets$516,933

Operations Trend

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

$30M$20M$10M$0-$10MRevenue 2011: $261,887Expenses 2011: $56,459Net Income 2011: $205,4282011Revenue 2012: $813,536Expenses 2012: $882,894Net Income 2012: -$69,3582012Revenue 2013: $140,599Expenses 2013: $181,685Net Income 2013: -$41,0862013Revenue 2014: $4,197,580Expenses 2014: $4,259,473Net Income 2014: -$61,8932014Revenue 2015: $185,573Expenses 2015: $181,028Net Income 2015: $4,5452015Revenue 2016: $1,262,631Expenses 2016: $1,278,711Net Income 2016: -$16,0802016Revenue 2017: $50,696Expenses 2017: $72,214Net Income 2017: -$21,5182017Revenue 2018: $6,589,621Expenses 2018: $6,072,726Net Income 2018: $516,8952018Revenue 2019: $130,824Expenses 2019: $375,238Net Income 2019: -$244,4142019Revenue 2020: $2,602,290Expenses 2020: $1,955,815Net Income 2020: $646,4752020Revenue 2021: $461,617Expenses 2021: $390,228Net Income 2021: $71,3892021Revenue 2022: $22,960,798Expenses 2022: $23,402,289Net Income 2022: -$441,4912022Revenue 2023: $817,826Expenses 2023: $508,341Net Income 2023: $309,4852023Revenue 2024: $2,425,583Expenses 2024: $2,864,231Net Income 2024: -$438,6482024

Highlighted filing

2018

Revenue$6,589,621
Expenses$6,072,726
Net Income$516,895
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 8, 2019
Return Version
2018v3.1
Gross Receipts
$6,589,621
Mission and Program Overview

Mission

To promote traditional kansas values through research and analysis and information projects that reach the public and opinion leaders.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$-270$516,831▲ $517,101
Land, Buildings, and Equipment, Net$308$102▼ $206
Total Assets$38$516,933▲ $516,895
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$38$516,933▲ $516,895
Total Net Assets Fund Balance$38$516,933▲ $516,895
Total Liabilities and Net Assets / Fund Balance$38$516,933▲ $516,895

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$102$12,333$12,435
Compensation and Service Providers

Board Members and Trustees

NameTitle
Dan WatkinsChair
Sharon RoseVice-chair/s
Ann GatesTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Bully Pulpit Interactive LLCConsulting1445 NEW YORK AVENUE NW, Washington, DC 20005$501,700
Jva Campaigns LLCConsulting240 N 5TH STREET SUITE 360, Columbus, OH 43215$318,412
Wildfire Contact LLCConsulting818 CONNECTICUT AVENUE NW, Washington, DC 20006$292,977
Canal Partners Media LLCConsulting900 CIRCLE 75 PKWY SUITE 1650, Atlanta, GA 30339$194,596
Revenue and Support

Revenue Composition

Contributions and Grants
$6,589,621
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$6,335,000
Change in Net Assets
$516,895
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$6,072,726
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$5,864,762$700-$5,865,462
Fees for Services Management-$98,500-$98,500
Fees for Services Legal-$43,295-$43,295
Travel-$23,511-$23,511
Information Technology-$16,388-$16,388
Depreciation Depletion-$7,498-$7,498
Fees for Services Accounting-$5,228-$5,228
Office Expenses-$2,700-$2,700
Occupancy-$491-$491
Advertising-$224-$224
Other Expenses-$40-$40
Total Functional Expenses$5,864,762$207,964$0$6,072,726
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
Yes
Subject to proxy tax
No

Reported Spending and Taxes

Line ItemAmount
Political Expenditures$415,202
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, Page 6, Part VI, Line 3

Management was delegated to a management company

Form 990, Page 6, Part VI, Line 11B

Form 990 reviewed by executive director, board chair, legal counsel and accounting firm. Completed version of form 990 provided to full board of directors.

Form 990, Page 6, Part VI, Line 12C

Annually the directors and officers complete a conflict of interest statement disclosing whether there are conflicts to report.

Form 990, Page 6, Part VI, Line 19

It is the policy of the organization to make its governing documents, conflict of interest policy and financial statements available to the public, upon request.

Filing and Contact Details

Filer

Filer Name
Kansas Values Institute
EIN
45-2621342
Phone
3166199982
Address
PO BOX 97, LAWRENCE, KS 66044

Signing Officer

Name
Evan Gates
Title
Executive Director
Phone
3166199982
Signed
2019-10-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ann Gates
Formed
2011
Legal Domicile
Ks
Voting Board Members
3
Independent Board Members
3
Employees
0

Preparer

Firm
Jennifer R Chick CPA LLC
Address
PO BOX 860670, SHAWNEE, KS 66286-0670
Preparer
Jennifer R Chick CPA
Phone
9135833800
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4A

"public education and advocacy" - the institute undertook several issue advocacy and public education projects in 2018. The methods used for reaching opinion leaders and the public included grassroots outreach, targeted issue awareness efforts, social media and work with print/broadcast media. Some of the policy topics covered included the need for medicaid expansion and the continued impact to local communities and hospitals, a strong public education system and the importance of the merit selection system for ensuring fair and impartial courts. The organization also addressed a number of public fiscal issues, including: responsible tax policy, keeping jobs in kansas and the need for responsible budgeting. The total expenses allocable for these activities were approximately 5,595,416. There was no revenue associated with these activities.

Form 990, Page 2, Part III, Line 4B

"research" - the institute undertook limited research and public opinion polling on the public's attitude toward a number of public interest issues such as: the need for increased education funding, the state of kansas economy and the economic impact of specific budget and tax policies on kansans. The organization also researched the importance of infrastructure investment for roads and bridges, the importance of the merit selection system for ensuring fair and impartial courts and the need for medicaid expansion and how it impacts local communities and hospitals. The research supported the public education and advocacy activities noted above. The total expesnes allocable for the research activities were approximately 269,346. There was no revenue associated with these activities.

Form 990, Part IX, Line 11G

Consult-public ed/advocacy 5,595,416 0 0 consulting for research 269,346 0 0 contract labor 0 700 0 total 5,864,762 700 0

Raw XML Appendix321 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.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0"PUBLIC EDUCATION AND ADVOCACY" - THE INSTITUTE UNDERTOOK SEVERAL ISSUE ADVOCACY AND PUBLIC EDUCATION PROJECTS IN 2018. THE METHODS USED FOR REACHING OPINION LEADERS AND THE PUBLIC INCLUDED GRASSROOTS OUTREACH, TARGETED ISSUE AWARENESS EFFORTS, SOCIAL MEDIA AND WORK WITH PRINT/BROADCAST MEDIA. SOME OF THE POLICY TOPICS COVERED INCLUDED THE NEED FOR MEDICAID EXPANSION AND THE CONTINUED IMPACT TO LOCAL COMMUNITIES AND HOSPITALS, A STRONG PUBLIC EDUCATION SYSTEM AND THE IMPORTANCE OF THE MERIT SELECTION SYSTEM FOR ENSURING FAIR AND IMPARTIAL COURTS. THE ORGANIZATION ALSO ADDRESSED A NUMBER OF PUBLIC FISCAL ISSUES, INCLUDING: RESPONSIBLE TAX POLICY, KEEPING JOBS IN KANSAS AND THE NEED FOR RESPONSIBLE BUDGETING. THE TOTAL EXPENSES ALLOCABLE FOR THESE ACTIVITIES WERE APPROXIMATELY 5,595,416. THERE WAS NO REVENUE ASSOCIATED WITH THESE ACTIVITIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1"RESEARCH" - THE INSTITUTE UNDERTOOK LIMITED RESEARCH AND PUBLIC OPINION POLLING ON THE PUBLIC'S ATTITUDE TOWARD A NUMBER OF PUBLIC INTEREST ISSUES SUCH AS: THE NEED FOR INCREASED EDUCATION FUNDING, THE STATE OF KANSAS ECONOMY AND THE ECONOMIC IMPACT OF SPECIFIC BUDGET AND TAX POLICIES ON KANSANS. THE ORGANIZATION ALSO RESEARCHED THE IMPORTANCE OF INFRASTRUCTURE INVESTMENT FOR ROADS AND BRIDGES, THE IMPORTANCE OF THE MERIT SELECTION SYSTEM FOR ENSURING FAIR AND IMPARTIAL COURTS AND THE NEED FOR MEDICAID EXPANSION AND HOW IT IMPACTS LOCAL COMMUNITIES AND HOSPITALS. THE RESEARCH SUPPORTED THE PUBLIC EDUCATION AND ADVOCACY ACTIVITIES NOTED ABOVE. THE TOTAL EXPESNES ALLOCABLE FOR THE RESEARCH ACTIVITIES WERE APPROXIMATELY 269,346. THERE WAS NO REVENUE ASSOCIATED WITH THESE ACTIVITIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MANAGEMENT WAS DELEGATED TO A MANAGEMENT COMPANY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FORM 990 REVIEWED BY EXECUTIVE DIRECTOR, BOARD CHAIR, LEGAL COUNSEL AND ACCOUNTING FIRM. COMPLETED VERSION OF FORM 990 PROVIDED TO FULL BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ANNUALLY THE DIRECTORS AND OFFICERS COMPLETE A CONFLICT OF INTEREST STATEMENT DISCLOSING WHETHER THERE ARE CONFLICTS TO REPORT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5IT IS THE POLICY OF THE ORGANIZATION TO MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC, UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CONSULT-PUBLIC ED/ADVOCACY 5,595,416 0 0 CONSULTING FOR RESEARCH 269,346 0 0 CONTRACT LABOR 0 700 0 TOTAL 5,864,762 700 0
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ReturnHeader/BusinessOfficerGrp/PersonNm0EVAN GATES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03166199982
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KANSAS VALUES INSTITUTE
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ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JENNIFER R CHICK CPA
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ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.42$0.00$0.42$2.43$2.86$0.44
2023Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.82$0.51$0.31
2022Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$23.0$23.4$0.44
2021Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.46$0.39$0.07
2020Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$2.60$1.96$0.65
2019Detailed filing. Detailed filing data is available for this year.$0.27$0.00$0.27$0.13$0.38$0.24
2018Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$6.59$6.07$0.52
2017Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.05$0.07$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$1.26$1.28$0.02
2015Summary only. Only limited summary data is available for this year.$0.04$0.00$0.04$0.19$0.18$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$4.20$4.26$0.06
2013Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.14$0.18$0.04
2012Summary only. Only limited summary data is available for this year.$0.14$0.00$0.14$0.81$0.88$0.07
2011Summary only. Only limited summary data is available for this year.$0.21$0.00$0.21$0.26$0.06$0.21