Civic Intelligence

Will and June Haseman Lecture Series Trust

990PF • Fiscal year 2018 • EIN 46-7289961

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 24, 2019

Organization Profile
923 Lagrange RdColumbia, MO 65203

(573) 424-0422

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

94th percentile

65%

Higher net margin than 94% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

68th percentile

11%

Faster asset growth than 68% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

14th percentile

-38%

Faster revenue growth than 14% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$86,981

Up $8,536 (+11%) from 2017

Net Assets

Up

$86,981

Up $8,536 (+11%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin94th percentile

Revenue

Down

$13,851

Down $8,329 (-38%) from 2017

Expenses

Up

$4,821

Up $1,520 (+46%) from 2017

Net Income

Down

$9,030

Down $9,849 (-52%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

$150K$100K$50K$0Assets 2014: $40,490Liabilities 2014: $02014Assets 2015: $49,137Liabilities 2015: $0Net Assets 2015: $49,1372015Assets 2016: $59,566Liabilities 2016: $0Net Assets 2016: $59,5662016Assets 2017: $78,445Liabilities 2017: $0Net Assets 2017: $78,4452017Assets 2018: $86,981Liabilities 2018: $0Net Assets 2018: $86,9812018Assets 2019: $91,337Liabilities 2019: $0Net Assets 2019: $91,3372019Assets 2020: $91,714Liabilities 2020: $0Net Assets 2020: $91,7142020Assets 2021: $102,771Liabilities 2021: $0Net Assets 2021: $102,7712021Assets 2022: $100,674Liabilities 2022: $0Net Assets 2022: $100,6742022Assets 2023: $100,362Liabilities 2023: $0Net Assets 2023: $100,3622023Assets 2024: $104,760Liabilities 2024: $0Net Assets 2024: $104,7602024

Highlighted filing

2018

Assets$86,981
Liabilities$0
Net Assets$86,981
Open 2018 Filing

Operations Trend

Revenue Growth14th percentile

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

$60K$40K$20K$0-$20KRevenue 2014: $40,828Expenses 2014: $400Net Income 2014: $40,4282014Revenue 2015: $9,902Expenses 2015: $1,245Net Income 2015: $8,6572015Revenue 2016: $13,425Expenses 2016: $2,996Net Income 2016: $10,4292016Revenue 2017: $22,180Expenses 2017: $3,301Net Income 2017: $18,8792017Revenue 2018: $13,851Expenses 2018: $4,821Net Income 2018: $9,0302018Revenue 2019: $9,903Expenses 2019: $5,547Net Income 2019: $4,3562019Revenue 2020: $6,522Expenses 2020: $6,145Net Income 2020: $3772020Revenue 2021: $11,367Expenses 2021: $8,022Net Income 2021: $3,3452021Revenue 2022: $3,599Expenses 2022: $5,696Net Income 2022: -$2,0972022Revenue 2023: $6,432Expenses 2023: $6,744Net Income 2023: -$3122023Revenue 2024: $10,713Expenses 2024: $6,749Net Income 2024: $3,9642024

Highlighted filing

2018

Revenue$13,851
Expenses$4,821
Net Income$9,030
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 24, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DR JAMES ROLLERTrustee-$0--
CAROL ROLLERTrustee-$0--
ANNE RUCKERTrustee-$0--
MERRILL ROLLERTrustee-$0--
ROBERT HASEMANTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Will & June Haseman Lecture Series
EIN
46-7289961
Phone
5734240422
Address
923 LAGRANGE RD, COLUMBIA, MO 65203

Signing Officer

Name
Dr James Roller
Title
Trustee
Phone
5734240422
Signed
2019-04-24
Discuss with paid preparer
Yes

Preparer

Firm
Kcoe Isom Llp
Address
3005 CHINABERRY DRIVE SUITE A, COLUMBIA, MO 65201
Preparer
Whitney Jackman
Phone
5738752525
Raw XML Appendix365 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DR JAMES ROLLER
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt096719
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt081647
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt050790
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt045528
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt04045
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.079958
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt03980
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt04045
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt065
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt04045
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0DR JAMES ROLLER
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0923 LAGRANGE ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0COLUMBIA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd065203
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum05734494856
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0THE FOUNDATION WILL PROVIDE FUNDS TO SECURE PRESENTERS TO LECTURE PRIMARILY TO THE MEMBERS OF THE FIRST PRESBYTERIAN CHURCH
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt04045
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0DR JAMES ROLLER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt04045
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0BENEFICIARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0FIRST PRESBYTERIAN CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt016 HITT STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0COLUMBIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd065201
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt04045
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt04045
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt04771
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt04045
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt04771
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt04045
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0DR JAMES ROLLER
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0923 LAGRANGE ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0COLUMBIA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd065203
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt07300
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt037
OtherDecreasesSchedule/OtherDecreasesDetail/Amt1457
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0PRIOR YEAR FED INCOME TAX
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1MARKET DECLINE ON AMERICAN CAP INC BUILDER SOLD
TaxesSchedule/TaxesDetail/Amt026
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX ON DIVIDENDS
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt026
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DR JAMES ROLLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05734240422
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILL & JUNE HASEMAN LECTURE SERIES
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0467289961
ReturnHeader/Filer/PhoneNum05734240422
ReturnHeader/Filer/USAddress/AddressLine1Txt0923 LAGRANGE RD
ReturnHeader/Filer/USAddress/CityNm0COLUMBIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd065203
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04CBEAA6F74AF257F64AF0AD64AE0D01E582F8B9A
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.166.248.4
ReturnHeader/FilingSecurityInformation/IPDt02019-04-24
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm011:10:40
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0480567703
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KCOE ISOM LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03005 CHINABERRY DRIVE SUITE A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COLUMBIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd065201
ReturnHeader/PreparerPersonGrp/PhoneNum05738752525
ReturnHeader/PreparerPersonGrp/PreparationDt02019-04-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WHITNEY JACKMAN
ReturnHeader/ReturnTs02019-05-10T09:15:34-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$86,981
Liabilities
$0
Net assets
$86,981
Revenue
$13,851
Expenses
$4,821
Net income
$9,030
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.11$0.07$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.06$0.07$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.04$0.06$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.11$0.08$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.07$0.06$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.10$0.06$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.14$0.05$0.09
2017Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.22$0.03$0.19
2016Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$0.13$0.03$0.10
2015Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$0.10$0.01$0.09
2014Summary only. Only limited summary data is available for this year.$0.40$0.00$0.41$0.00$0.40