Civic Intelligence

South Harrison Alumni Foundation

990 • Fiscal year 2022 • EIN 47-4591911

Jan 01, 2022 to Dec 31, 2022 • Filed on May 10, 2023

26820 E 250th AvenueBethany, MO 64424

(816) 390-1911

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

17th percentile

0.00x

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

5th percentile

-66%

Higher net margin than 5% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

42nd percentile

-1.3%

Faster asset growth than 42% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

1st percentile

-98%

Faster revenue growth than 1% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Assets

Down

$2,067,623

Down $26,189 (-1.3%) from 2021

Net Assets

Down

$2,067,623

Down $26,189 (-1.3%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Down

$39,471

Down $2,029,056 (-98%) from 2021

Expenses

Up

$65,660

Up $60,553 (+1186%) from 2021

Net Income

Down

-$26,189

Down $2,089,609 (-101%) from 2021

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2021: $2,093,812Liabilities 2021: $0Net Assets 2021: $2,093,8122021Assets 2022: $2,067,623Liabilities 2022: $0Net Assets 2022: $2,067,6232022Assets 2023: $1,812,740Liabilities 2023: $0Net Assets 2023: $1,812,7402023Assets 2024: $1,993,814Liabilities 2024: $0Net Assets 2024: $1,993,8142024

Highlighted filing

2022

Assets$2,067,623
Liabilities$0
Net Assets$2,067,623

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2021: $2,068,527Expenses 2021: $5,107Net Income 2021: $2,063,4202021Revenue 2022: $39,471Expenses 2022: $65,660Net Income 2022: -$26,1892022Revenue 2023: -$197,193Expenses 2023: $57,690Net Income 2023: -$254,8832023Revenue 2024: $263,550Expenses 2024: $82,476Net Income 2024: $181,0742024

Highlighted filing

2022

Revenue$39,471
Expenses$65,660
Net Income-$26,189
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 10, 2023
Return Version
2022v5.0
Gross Receipts
$270,711
Mission and Program Overview

Mission

Primary purpose of the association is to promote education within the south harrison r-2 school district located in bethany, missouri.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,093,812$2,067,622▼ $26,190
Cash and Non-Interest-Bearing Accounts-$1-
Total Assets$2,093,812$2,067,623▼ $26,189
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,093,812$2,067,623▼ $26,189
Total Net Assets Fund Balance$2,093,812$2,067,623▼ $26,189
Total Liabilities and Net Assets / Fund Balance$2,093,812$2,067,623▼ $26,189
Compensation and Service Providers

Board Members and Trustees

NameTitle
Chad SmithPresident
Jeriann BernardSecretary/tr
Mike LittrellVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$1,500
Program Service Revenue
$0
Investment Income
$37,971
Other Revenue
$0
All Other Contributions
$1,500
Change in Net Assets
$-26,189
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$42,500
Other Expenses$23,160
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$42,500--$42,500
Fees for Service Investment Mgmnt Fees$20,886--$20,886
Fees for Services Accounting$1,700--$1,700
Other Expenses$574--$574
Total Functional Expenses$65,660$0$0$65,660
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
Backup withholding compliance
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
South Harrison Alumni Foundation
EIN
47-4591911
Phone
8163901911
Address
26820 E 250TH AVENUE, BETHANY, MO 64424

Signing Officer

Name
Jeriann Bernard
Title
Secretary/treasurer
Phone
8163901911
Signed
2023-05-10

Organization Details

Principal Officer
Chad Smith
Formed
2021
Voting Board Members
3
Independent Board Members
3
Employees
0

Preparer

Firm
Welgaard Cpas and Advisors
Address
916 W 16TH ST, PELLA, IA 50219-7918
Preparer
Brandon Matson
Phone
6416284521
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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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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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