Civic Intelligence

The Kaufman Fund

990EZ • Fiscal year 2017 • EIN 47-1479657

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 13, 2017

PO Box 410742Creve Couer, MO 63141

(314) 868-3322

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

55th percentile

5.4%

Higher net margin than 55% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

62nd percentile

10%

Faster asset growth than 62% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

41st percentile

-4.6%

Faster revenue growth than 41% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Flat

$36,765

Flat from 2017

Net Assets

$36,765

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2017

Revenue

Flat

$62,878

Flat from 2017

Expenses

Flat

$59,481

Flat from 2017

Net Income

Flat

$3,397

Flat 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 2016: $33,368Liabilities 2016: $0Net Assets 2016: $33,3682016Assets 2017: $36,765Liabilities 2017: $0Net Assets 2017: $36,7652017Assets 2017: $36,765Liabilities 2017: $02017Assets 2018: $58,836Liabilities 2018: $0Net Assets 2018: $58,8362018Assets 2019: $108,482Liabilities 2019: $0Net Assets 2019: $108,4822019Assets 2020: $143,321Liabilities 2020: $02020Assets 2021: $406,957Liabilities 2021: $0Net Assets 2021: $406,9572021Assets 2022: $477,560Liabilities 2022: $0Net Assets 2022: $477,5602022Assets 2023: $570,929Liabilities 2023: $66,381Net Assets 2023: $504,5482023Assets 2024: $953,037Liabilities 2024: $194,769Net Assets 2024: $758,2682024

Highlighted filing

2017

Assets$36,765
Liabilities$0
Net Assets$36,765

Operations Trend

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

$800K$600K$400K$200K$0Revenue 2016: $65,883Expenses 2016: $48,972Net Income 2016: $16,9112016Revenue 2017: $62,878Expenses 2017: $59,481Net Income 2017: $3,3972017Revenue 2017: $62,878Expenses 2017: $59,481Net Income 2017: $3,3972017Revenue 2018: $99,554Expenses 2018: $77,483Net Income 2018: $22,0712018Revenue 2019: $126,459Expenses 2019: $76,813Net Income 2019: $49,6462019Revenue 2020: $138,425Expenses 2020: $103,586Net Income 2020: $34,8392020Revenue 2021: $444,943Expenses 2021: $146,468Net Income 2021: $298,4752021Revenue 2022: $308,136Expenses 2022: $228,402Net Income 2022: $79,7342022Revenue 2023: $326,807Expenses 2023: $302,977Net Income 2023: $23,8302023Revenue 2024: $631,484Expenses 2024: $400,376Net Income 2024: $231,1082024

Highlighted filing

2017

Revenue$62,878
Expenses$59,481
Net Income$3,397
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 13, 2017
Return Version
2016v3.0
Gross Receipts
$104,420
Mission and Program Overview

Mission

The mission of the kaufman fund is to support veterans and children in the st. Louis region who are at risk of abuse or poverty, needing food, shelter, clothing, medical care and basic needs. They help the veterans and children achieve the dignity they are entitled to possess, like all those who are presently more fortunate.

The mission of the kaufman fund is to support veterans and children in the st. Louis region who are at risk of abuse or poverty, needing food, shelter, clothing, medical care and basic needs. They help the veterans and their children achieve the dignity they are entitled to possess, like all those who are presently more fortunate.

Program Services

DescriptionGrantsExpenses
TO PROVIDE SUPORT AND ASSISTANCE TO LOCAL VETERANS AND THEIR CHILDREN, WHEN THOSE VETERANS AND THEIR CHILDREN ARE UNABLE TO PROVIDE FOR THEMSELVES, THROUGH NO FAULT OF THEIR OWN. THE KAUFMAN FUND GIVES FINANCIAL AID AND SERVICES TO ORGANIZATIONS THAT ARE BEST ABLE TO IDENTIFY THOSE PARTICULAR VETERANS AND THEIR CHILDREN WHO ARE AT RISK OF BEING ABUSED, OR IN POVERTY, OR WHO LACK THE RESOURCES FOR THEIR BASIC NEEDS FOR FOOD, CLOTHING, SHELTER, OR MEDICAL CARE.$41,795$52,104
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
HOWARD BERLINERSecretaryPT$0--
WAYNE KAUFMANPresidentPT$0--
IRWIN LOITERSTEINTreasurerPT$0--
STEVE ROSENBLUMVice PresidentPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$81,241$68,341$17,425$50,916
Total Events$81,241$68,341$41,542$26,799
Filing and Contact Details

Filer

Filer Name
The Kaufman Fund
EIN
47-1479657
Phone
3148683322
Address
PO BOX 410742, CREVE COUER, MO 63141

Signing Officer

Name
Irwin Loiterstein
Title
Treasurer
Phone
3148683322
Signed
2017-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Mueller Prost Lc
Address
7733 FORSYTH BLVD SUITE 1200, ST LOUIS, MO 63105
Preparer
Jeanette Bax-kurtz
Phone
3148622070
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

Description: computer expense. Amount: 592. Description: dues & subscriptions. Amount: 581. Description: meeting expense. Amount: 1,388. Description: office expense. Amount: 64. Description: meals & entertainment. Amount: 79. Description: outside labor. Amount: 70. Description: event expense. Amount: 8,310. Total to form 990-ez, line 16: 11,084.

Raw XML Appendix170 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/PersonNm0IRWIN LOITERSTEIN
IRS990EZ/BooksInCareOfDetail/PhoneNum03148683322
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 410742
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CREVE COEUR
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd063141
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt033368
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt036765
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt036079
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt03397
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt05184
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt033368
IRS990EZ/Form990TotalAssetsGrp/EOYAmt036765
IRS990EZ/FundraisingGrossIncomeAmt068341
IRS990EZ/GrantsAndSimilarAmountsPaidAmt041795
IRS990EZ/GrossReceiptsAmt0104420
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt033368
IRS990EZ/NetAssetsOrFundBalancesEOYAmt036765
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt033368
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt036765
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt125.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt225.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt320.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0HOWARD BERLINER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1WAYNE KAUFMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2IRWIN LOITERSTEIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3STEVE ROSENBLUM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDENT
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt011084
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE MISSION OF THE KAUFMAN FUND IS TO SUPPORT VETERANS AND CHILDREN IN THE ST. LOUIS REGION WHO ARE AT RISK OF ABUSE OR POVERTY, NEEDING FOOD, SHELTER, CLOTHING, MEDICAL CARE AND BASIC NEEDS. THEY HELP THE VETERANS AND THEIR CHILDREN ACHIEVE THE DIGNITY THEY ARE ENTITLED TO POSSESS, LIKE ALL THOSE WHO ARE PRESENTLY MORE FORTUNATE.
IRS990EZ/PrintingPublicationsPostageAmt01418
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE SUPORT AND ASSISTANCE TO LOCAL VETERANS AND THEIR CHILDREN, WHEN THOSE VETERANS AND THEIR CHILDREN ARE UNABLE TO PROVIDE FOR THEMSELVES, THROUGH NO FAULT OF THEIR OWN. THE KAUFMAN FUND GIVES FINANCIAL AID AND SERVICES TO ORGANIZATIONS THAT ARE BEST ABLE TO IDENTIFY THOSE PARTICULAR VETERANS AND THEIR CHILDREN WHO ARE AT RISK OF BEING ABUSED, OR IN POVERTY, OR WHO LACK THE RESOURCES FOR THEIR BASIC NEEDS FOR FOOD, CLOTHING, SHELTER, OR MEDICAL CARE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt041795
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt052104
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt041542
IRS990EZ/SpecialEventsNetIncomeLossAmt026799
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt059481
IRS990EZ/TotalProgramServiceExpensesAmt052104
IRS990EZ/TotalRevenueAmt062878
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.THEKAUFMANFUND.ORG
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE ENTITY WAS INCORPORATED EFFECTIVE AUGUST 1 2014. THEREFORE, THE FIRST YEAR OF EXISTENCE WAS A SHORT YEAR.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0FORM 990-EZ, SCHEDULE A, PART II, SECTION B, LINE 13
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt036079
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt034563
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt08404
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt079046
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt050771
IRS990ScheduleA/SubstantialContributorsTotAmt028275
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt036079
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt034563
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt08404
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt079046
IRS990ScheduleA/TotalSupportAmt079046
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt01308
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt01308
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt012900
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt012900
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt041542
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt081241
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt081241
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt068341
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt068341
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt026799
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt02069
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt02069
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt017425
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt017425
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt020740
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt020740
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: COMPUTER EXPENSE. AMOUNT: 592. DESCRIPTION: DUES & SUBSCRIPTIONS. AMOUNT: 581. DESCRIPTION: MEETING EXPENSE. AMOUNT: 1,388. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 64. DESCRIPTION: MEALS & ENTERTAINMENT. AMOUNT: 79. DESCRIPTION: OUTSIDE LABOR. AMOUNT: 70. DESCRIPTION: EVENT EXPENSE. AMOUNT: 8,310. TOTAL TO FORM 990-EZ, LINE 16: 11,084.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0IRWIN LOITERSTEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03148683322
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE KAUFMAN FUND
ReturnHeader/Filer/BusinessNameControlTxt0KAUF
ReturnHeader/Filer/EIN0471479657
ReturnHeader/Filer/PhoneNum03148683322
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 410742
ReturnHeader/Filer/USAddress/CityNm0CREVE COUER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd063141
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId008D968F602E60640E031DA9ED37E2AC3B70AA4A0
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId065FF13404F5954E139969623DE427E232A49B0E4
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.91.236.98
ReturnHeader/FilingSecurityInformation/IPDt02017-11-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm010:23:50
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431594752
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MUELLER PROST LC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07733 FORSYTH BLVD SUITE 1200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ST LOUIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd063105
ReturnHeader/PreparerPersonGrp/PhoneNum03148622070
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEANETTE BAX-KURTZ
ReturnHeader/ReturnTs02017-11-15T13:12:59-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings