Civic Intelligence

Small Business Research Institute

EIN 47-1733483 • 501(c)3 • Overland Park, KS

Profile

We sponsor the cea (certified entrepreneurial advisor) education and certification program, consisting of courses to help business advisors and entrepreneurs be more successful in small business. The program is especially helpful for disadvantaged and minorities.

6709 W 119 St 186Overland Park, KS 66209

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

1st percentile

-14567%

Higher net margin than 1% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

88th percentile

$22,000

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 3554.1% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

13th percentile

-82%

Faster asset growth than 13% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

92nd percentile

106%

Faster revenue growth than 92% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$19,810

Down $90,168 (-82%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$19,810

Down $90,168 (-82%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin1st percentile

Revenue

Up

$619

Up $318 (+106%) from 2023

Expenses

Up

$90,787

Up $20,057 (+28%) from 2023

Net Income

Down

-$90,168

Down $19,739 (-28%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth13th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0Assets 2020: $308,723Liabilities 2020: $0Net Assets 2020: $308,7232020Assets 2021: $237,416Liabilities 2021: $0Net Assets 2021: $237,4162021Assets 2022: $180,407Liabilities 2022: $0Net Assets 2022: $180,4072022Assets 2023: $109,978Liabilities 2023: $0Net Assets 2023: $109,9782023Assets 2024: $19,810Liabilities 2024: $0Net Assets 2024: $19,8102024

Highlighted filing

2024

Assets$19,810
Liabilities$0
Net Assets$19,810
Open 2024 Filing

Operations Trend

Revenue Growth92nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$300K$200K$100K$0-$100KRevenue 2020: $301,052Expenses 2020: $3,528Net Income 2020: $297,5242020Revenue 2021: $1,013Expenses 2021: $72,320Net Income 2021: -$71,3072021Revenue 2022: $525Expenses 2022: $57,534Net Income 2022: -$57,0092022Revenue 2023: $301Expenses 2023: $70,730Net Income 2023: -$70,4292023Revenue 2024: $619Expenses 2024: $90,787Net Income 2024: -$90,1682024

Highlighted filing

2024

Revenue$619
Expenses$90,787
Net Income-$90,168
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,810
Liabilities
$0
Net assets
$19,810
Revenue
$619
Expenses
$90,787
Net income
-$90,168
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$0.01$0.91$0.90
2023Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.00$0.71$0.70
2022Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.01$0.58$0.57
2021Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$0.01$0.72$0.71
2020Detailed filing. Detailed filing data is available for this year.$3.09$0.00$3.09$3.01$0.04$2.98
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 26, 2025
Return Version
2024v5.1
Gross Receipts
$619
Mission and Program Overview

Mission

We sponsor the cea (certified entrepreneurial advisor) education and certification program, consisting of courses to help business advisors and entrepreneurs be more successful in small business. The program is especially helpful for disadvantaged and minorities.

We sponsor the cea (certified entrepreneurial advisor) education and certification program, consiting of courses to help business advisors and entrepreneurs be more successful in small business. The program is especially helpful for disadvantaged and minorities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$107,972$18,626▼ $89,346
Land, Buildings, and Equipment, Net$2,006$1,184▼ $822
Total Assets$109,978$19,810▼ $90,168
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$109,978$19,810▼ $90,168
Total Net Assets Fund Balance$109,978$19,810▼ $90,168
Total Liabilities and Net Assets / Fund Balance$109,978$19,810▼ $90,168

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$1,184$11,476$12,660
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeBaseTotal
MattHeintzPT$22,000$22,000

Board Members and Trustees

NameTitle
PaulBerkhart
TomHorton
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$619
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-90,168
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$67,068
Salaries, Compensation, and Employee Benefits$23,719
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Information Technology$50,894--$50,894
Current Officers, Directors, Trustees, and Key Employees-$22,000-$22,000
Advertising-$7,772-$7,772
Payroll Taxes-$1,719-$1,719
Other Expenses-$1,712-$1,712
Fees for Services Accounting-$1,430-$1,430
Depreciation Depletion-$822-$822
Total Functional Expenses$50,894$39,893$0$90,787
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
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Form 990 is to be presented to the board before filing. The board reviews and approves the filing.”

Form 990, Part VI, Section B, Line 12C

“Officers, directors and employees are required, as a condition of their appointment to disclose any current, past, or potential conflicts of interest. The board is to review and evaluate such matters, to the extent that it may affect their performance or the operations of the organization.”

Form 990, Part VI, Section B, Line 15

“All compensation arrangements are discussed at the board meetings and annually reviewed. For the year 2024, compensation in the amount of $22,000 was paid to matt heintz.”

Form 990, Part VI, Section C, Line 19

“Governing documents are available by request. They will be furnished via email in response to a request furnishing the name, address and/or email address of the requestor.”

Form 990, Part VII Contact Addresses for Officers, Directors, Etc

“Paul - 11709 roe d 111, leawood, ks 66211. Tom - 11709 roe d 111, leawood, ks 66211. Matt - 11709 roe d 111, leawood, ks 66211.”

Filing and Contact Details

Filer

Filer Name
Small Business Research Institute
EIN
47-1733483
Phone
9137496200
Address
6709 W 119 ST 186, OVERLAND PARK, KS 66209

Signing Officer

Name
Matt Heintz
Title
President
Phone
9137496200
Signed
2025-04-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Matt Heintz
Formed
2014
Legal Domicile
Ks
Voting Board Members
3
Independent Board Members
2
Employees
0
Volunteers
2

Preparer

Firm
Creative Planning Tax LLC
Address
8110 E UNION AVE, DENVER, CO 80237
Preparer
Chris Cassimus CPA
Phone
9133382727
Raw XML Appendix306 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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IRS990/ActivityOrMissionDesc0WE SPONSOR THE CEA (CERTIFIED ENTREPRENEURIAL ADVISOR) EDUCATION AND CERTIFICATION PROGRAM, CONSITING OF COURSES TO HELP BUSINESS ADVISORS AND ENTREPRENEURS BE MORE SUCCESSFUL IN SMALL BUSINESS. THE PROGRAM IS ESPECIALLY HELPFUL FOR DISADVANTAGED AND MINORITIES.
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt222000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0BERKHART
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IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02014
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
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IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0619
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt02
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt050894
IRS990/InformationTechnologyGrp/TotalAmt050894
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt011476
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02006
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01184
IRS990/LandBldgEquipCostOrOtherBssAmt012660
IRS990/LegalDomicileStateCd0KS
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
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IRS990/MissionDesc0WE SPONSOR THE CEA (CERTIFIED ENTREPRENEURIAL ADVISOR) EDUCATION AND CERTIFICATION PROGRAM, CONSISTING OF COURSES TO HELP BUSINESS ADVISORS AND ENTREPRENEURS BE MORE SUCCESSFUL IN SMALL BUSINESS. THE PROGRAM IS ESPECIALLY HELPFUL FOR DISADVANTAGED AND MINORITIES.
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IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0109978
IRS990/NetAssetsOrFundBalancesEOYAmt019810
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0109978
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt019810
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0SUBSCRIPTIONS
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IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
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IRS990/PoliticalCampaignActyInd00
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IRS990/ProgramServiceRevenueGrp/Desc0EDUCATIONAL COURSES
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0619
IRS990/ProgSrvcAccomActy2Grp/Desc0CONSISTENT AND RECURRING COURSE REVENUE GENERATED FROM INTERNET PLATFORM.
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IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
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IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
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IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
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IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd00
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IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt011476
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IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd00
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
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IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
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IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
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IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE CEA CURRICULUM IS DELIVERED VIA INTERNET, WITH NO PERSON-TO-PERSON INTERACTION. RACE, RELIGION, COLOR, CREED, APPEARANCE, DISABILITY, DISADVANTAGED STATUS, OR ETHNICITY IS NOT DETECTIBLE, IDENTIFIABLE, IDENTIFIED, NOR MONITORED. ALL ARE INVITED TO PARTICIPATE, AND INDEED, THE SUBJECT MATTER OF THE CURRICULUM IS OF PARTICULAR BENEFIT AND INTEREST TO THOSE OF MINORITY/DISADVANTAGED/UNDERPRIVELAGED/UNDERSERVED STATUS.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1THE CEA CURRICULUM IS DELIVERED VIA INTERNET, WITH NO PERSON-TO-PERSON INTERACTION. RACE, RELIGION, COLOR, CREED, APPEARANCE, DISABILITY, DISADVANTAGED STATUS, OR ETHNICITY IS NOT DETECTIBLE, IDENTIFIABLE, IDENTIFIED, NOR MONITORED. ALL ARE INVITED TO PARTICIPATE, AND INDEED, THE SUBJECT MATTER OF THE CURRICULUM IS OF PARTICULAR BENEFIT AND INTEREST TO THOSE OF MINORITY/DISADVANTAGED/UNDERPRIVELAGED/UNDERSERVED STATUS.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, PART I, LINE 4
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS TO BE PRESENTED TO THE BOARD BEFORE FILING. THE BOARD REVIEWS AND APPROVES THE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OFFICERS, DIRECTORS AND EMPLOYEES ARE REQUIRED, AS A CONDITION OF THEIR APPOINTMENT TO DISCLOSE ANY CURRENT, PAST, OR POTENTIAL CONFLICTS OF INTEREST. THE BOARD IS TO REVIEW AND EVALUATE SUCH MATTERS, TO THE EXTENT THAT IT MAY AFFECT THEIR PERFORMANCE OR THE OPERATIONS OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL COMPENSATION ARRANGEMENTS ARE DISCUSSED AT THE BOARD MEETINGS AND ANNUALLY REVIEWED. FOR THE YEAR 2024, COMPENSATION IN THE AMOUNT OF $22,000 WAS PAID TO MATT HEINTZ.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS ARE AVAILABLE BY REQUEST. THEY WILL BE FURNISHED VIA EMAIL IN RESPONSE TO A REQUEST FURNISHING THE NAME, ADDRESS AND/OR EMAIL ADDRESS OF THE REQUESTOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PAUL - 11709 ROE D 111, LEAWOOD, KS 66211. TOM - 11709 ROE D 111, LEAWOOD, KS 66211. MATT - 11709 ROE D 111, LEAWOOD, KS 66211.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC
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IRS990/TaxableDistributionsInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalEmployeeCnt00
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IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
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IRS990/TotalRevenueGrp/ExclusionAmt00
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IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt02
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IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt06709 W 119 ST 186
IRS990/USAddress/CityNm0OVERLAND PARK
IRS990/USAddress/StateAbbreviationCd0KS
IRS990/USAddress/ZIPCd066209
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MATT HEINTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09137496200
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SMALL BUSINESS RESEARCH INSTITUTE
ReturnHeader/Filer/BusinessNameControlTxt0SMAL
ReturnHeader/Filer/EIN0471733483
ReturnHeader/Filer/PhoneNum09137496200
ReturnHeader/Filer/USAddress/AddressLine1Txt06709 W 119 ST 186
ReturnHeader/Filer/USAddress/CityNm0OVERLAND PARK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KS
ReturnHeader/Filer/USAddress/ZIPCd066209
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0471019942
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CREATIVE PLANNING TAX LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08110 E UNION AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DENVER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080237
ReturnHeader/PreparerPersonGrp/PhoneNum09133382727
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRIS CASSIMUS CPA
ReturnHeader/ReturnTs02025-05-05T15:05:15-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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