Civic Intelligence

Benjamin Musser Estate Trust Inc.

990 • Fiscal year 2022 • EIN 48-0553644

Apr 01, 2021 to Mar 31, 2022 • Filed on Apr 24, 2023

P O Box 137Jewell, KS 66949

(785) 428-3557

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

8th percentile

-44%

Higher net margin than 8% of similar nonprofits.

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

Top Officer Pay

39th percentile

$2,000

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 14.6% of source-year revenue.

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

Asset Growth

43rd percentile

-0.8%

Faster asset growth than 43% of similar nonprofits.

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

Revenue Growth

15th percentile

-25%

Faster revenue growth than 15% of similar nonprofits.

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

Assets

Down

$1,029,539

Down $8,047 (-0.8%) from 2021

Net Assets

Down

$1,029,539

Down $8,047 (-0.8%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Down

$13,664

Down $4,666 (-25%) from 2021

Expenses

Down

$19,675

Down $3,601 (-15%) from 2021

Net Income

Down

-$6,011

Down $1,065 (-22%) from 2021

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2012: $1,079,170Liabilities 2012: $0Net Assets 2012: $1,079,1702012Assets 2013: $1,072,788Liabilities 2013: $0Net Assets 2013: $1,072,7882013Assets 2014: $1,077,263Liabilities 2014: $0Net Assets 2014: $1,077,2632014Assets 2015: $1,057,030Liabilities 2015: $0Net Assets 2015: $1,057,0302015Assets 2016: $1,047,134Liabilities 2016: $0Net Assets 2016: $1,047,1342016Assets 2017: $1,050,644Liabilities 2017: $0Net Assets 2017: $1,050,6442017Assets 2018: $1,044,266Liabilities 2018: $0Net Assets 2018: $1,044,2662018Assets 2019: $1,042,532Liabilities 2019: $0Net Assets 2019: $1,042,5322019Assets 2020: $1,044,716Liabilities 2020: $0Net Assets 2020: $1,044,7162020Assets 2021: $1,037,586Liabilities 2021: $0Net Assets 2021: $1,037,5862021Assets 2022: $1,029,539Liabilities 2022: $0Net Assets 2022: $1,029,5392022Assets 2023: $1,026,182Liabilities 2023: $0Net Assets 2023: $1,026,1822023Assets 2024: $1,027,155Liabilities 2024: $0Net Assets 2024: $1,027,1552024Assets 2025: $1,401,452Liabilities 2025: $0Net Assets 2025: $1,401,4522025

Highlighted filing

2022

Assets$1,029,539
Liabilities$0
Net Assets$1,029,539

Operations Trend

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

$300K$200K$100K$0-$100KExpenses 2012: $20,9182012Revenue 2013: $11,654Expenses 2013: $18,036Net Income 2013: -$6,3822013Revenue 2014: $23,763Expenses 2014: $19,288Net Income 2014: $4,4752014Revenue 2015: $11,477Expenses 2015: $19,909Net Income 2015: -$8,4322015Revenue 2016: $14,442Expenses 2016: $24,338Net Income 2016: -$9,8962016Revenue 2017: $20,894Expenses 2017: $16,839Net Income 2017: $4,0552017Revenue 2018: $16,509Expenses 2018: $22,887Net Income 2018: -$6,3782018Revenue 2019: $16,160Expenses 2019: $18,338Net Income 2019: -$2,1782019Revenue 2020: $20,050Expenses 2020: $17,866Net Income 2020: $2,1842020Revenue 2021: $18,330Expenses 2021: $23,276Net Income 2021: -$4,9462021Revenue 2022: $13,664Expenses 2022: $19,675Net Income 2022: -$6,0112022Revenue 2023: $15,583Expenses 2023: $18,940Net Income 2023: -$3,3572023Revenue 2024: $24,614Expenses 2024: $23,110Net Income 2024: $1,5042024Revenue 2025: $278,693Expenses 2025: $25,710Net Income 2025: $252,9832025

Highlighted filing

2022

Revenue$13,664
Expenses$19,675
Net Income-$6,011
Jump To
Filing Snapshot
Filing Period
Apr 1, 2021 to Mar 31, 2022
Signed
Apr 24, 2023
Return Version
2021v4.2
Gross Receipts
$13,664
Mission and Program Overview

Mission

STUDENT LOANS & SCHOLARSHIPS/ GRANTS for COLLEGE & TRADESCHOOLS

Student loans & scholarships

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,037,586$1,029,539▼ $8,047
Savings and Temporary Cash Investments$840,496$835,958▼ $4,538
Other Notes and Loans Receivable, Net$175,314$173,278▼ $2,036
Cash and Non-Interest-Bearing Accounts$21,776$20,303▼ $1,473
Total Assets$1,037,586$1,029,539▼ $8,047
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,037,586$1,029,539▼ $8,047
Total Liabilities and Net Assets / Fund Balance$1,037,586$1,029,539▼ $8,047
Compensation and Service Providers

Employees

NameTitleBaseTotal
Max E BurksSec-treas$2,000$2,000

Board Members and Trustees

NameTitle
Norman GreenePresident
Josh BurksTrustee
Sherry KosterTrustee
Scott LienbergerVice-pres
Revenue and Support

Revenue Composition

Contributions and Grants
$2,036
Program Service Revenue
$0
Investment Income
$11,628
Other Revenue
$0
All Other Contributions
$2,036
Change in Net Assets
$-6,011
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$13,000
Other Expenses$4,675
Salaries, Compensation, and Employee Benefits$2,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$13,000--$13,000
Current Officers, Directors, Trustees, and Key Employees$2,000--$2,000
Occupancy$1,500--$1,500
Fees for Services Accounting$815--$815
Fees for Services Legal$719--$719
Conferences and Meetings$600--$600
Advertising$376--$376
Office Expenses$275--$275
Other Expenses$40--$40
Total Functional Expenses$19,675$0$0$19,675
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
No
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

Officer directors etc family relationship Part VI line 2

TRUSTEE Josh Burks is son of Max Burks ( SEC- TREASURER).All trustees are aware and know personally both trustees.

Form 990 governing body review Part VI line 11

Governing body reviewed return after audit commitee completed audit

Conflict of interest policy compliance Part VI line 12C

Trustee josh burks is son of secretary-treasurer max burksall directors are aware of this. Policy ststaments are continuely being reviewed and revised

CEO executive director top management comp Part VI line 15A

Compensation shall be determined by the board. Board memberers shall serve without paycompensation amount unchanged.

Other officer or key employee compensation Part VI line 15B

All other trustees and officers shall serve without pay except for secretary - treasurer whose pay shall be determened annualy by the board. Remains unchanged.

Governing documents etc available to public Part VI line 19

The goverening doucements shall be made available to to the public during office hours at the office location or by paper means upon payment of fees for copies as determined by the board of trustees

Filing and Contact Details

Filer

Filer Name
Benjamin Musser Estate Trust Inc
EIN
48-0553644
Address
P O BOX 137, JEWELL, KS 66949
Doing Business As
co Burks PO BOX 165 Jewell KS

Signing Officer

Name
Max E Burks
Title
Sec Treas
Phone
7854283644
Signed
2023-04-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Norman Greene
Formed
1986
Legal Domicile
Ks
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
10

Preparer

Firm
R W Business Services
Address
1329 17th ST, Belleville, KS 66935
Preparer
Rod
Phone
7855275624
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IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0480726262
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt018000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0USD 279
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt018000
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0CASH LOANS - Students
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/GrntAsstBnftInterestedPrsnGrp/AssistancePurposeTxt0COLLEGE AID
IRS990ScheduleL/GrntAsstBnftInterestedPrsnGrp/AssistancePurposeTxt1COLLAGE AID
IRS990ScheduleL/GrntAsstBnftInterestedPrsnGrp/AssistancePurposeTxt2COLLEGE AID
IRS990ScheduleL/GrntAsstBnftInterestedPrsnGrp/CashGrantAmt02000
IRS990ScheduleL/GrntAsstBnftInterestedPrsnGrp/CashGrantAmt12000
IRS990ScheduleL/GrntAsstBnftInterestedPrsnGrp/CashGrantAmt22000
IRS990ScheduleL/GrntAsstBnftInterestedPrsnGrp/PersonNm0BLAINE BURKS
IRS990ScheduleL/GrntAsstBnftInterestedPrsnGrp/PersonNm1HANNAH BURKS
IRS990ScheduleL/GrntAsstBnftInterestedPrsnGrp/PersonNm2HAYLEY BURKS
IRS990ScheduleL/GrntAsstBnftInterestedPrsnGrp/RelationshipWithOrgTxt0GRANDSON of MAX BURKS
IRS990ScheduleL/GrntAsstBnftInterestedPrsnGrp/RelationshipWithOrgTxt1GRANDDAUGHTER of TRUSTEE
IRS990ScheduleL/GrntAsstBnftInterestedPrsnGrp/RelationshipWithOrgTxt2GRANDAUGHTER OF TRUSTEE
IRS990ScheduleL/GrntAsstBnftInterestedPrsnGrp/TypeOfAssistanceTxt0CASH LOAN
IRS990ScheduleL/GrntAsstBnftInterestedPrsnGrp/TypeOfAssistanceTxt1CASH LOANS
IRS990ScheduleL/GrntAsstBnftInterestedPrsnGrp/TypeOfAssistanceTxt2CASN LOAN
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TRUSTEE Josh Burks is son of Max Burks ( SEC- TREASURER).All trustees are aware and know personally both trustees.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GOVERNING BODY REVIEWED RETURN AFTER AUDIT COMMITEE COMPLETED AUDIT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TRUSTEE JOSH BURKS IS SON OF SECRETARY-TREASURER MAX BURKSALL DIRECTORS ARE AWARE OF THIS. POLICY STSTAMENTS ARE CONTINUELY BEING REVIEWED AND REVISED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COMPENSATION SHALL BE DETERMINED BY THE BOARD. BOARD MEMBERERS SHALL SERVE WITHOUT PAYCOMPENSATION AMOUNT UNCHANGED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL OTHER TRUSTEES AND OFFICERS SHALL SERVE WITHOUT PAY EXCEPT FOR SECRETARY - TREASURER WHOSE PAY SHALL BE DETERMENED ANNUALY BY THE BOARD. REMAINS UNCHANGED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE GOVERENING DOUCEMENTS SHALL BE MADE AVAILABLE TO TO THE PUBLIC DURING OFFICE HOURS AT THE OFFICE LOCATION OR BY PAPER MEANS UPON PAYMENT OF FEES FOR COPIES AS DETERMINED BY THE BOARD OF TRUSTEES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Officer directors etc family relationship Part VI line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other officer or key employee compensation Part VI line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Governing documents etc available to public Part VI line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01037586
IRS990/TotalAssetsEOYAmt01029539
IRS990/TotalAssetsGrp/BOYAmt01037586
IRS990/TotalAssetsGrp/EOYAmt01029539
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt02036
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt019675
IRS990/TotalFunctionalExpensesGrp/TotalAmt019675
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01037586
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01029539
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt019675
IRS990/TotalReportableCompFromOrgAmt02000
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt011628
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt013664
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01037586
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01029539
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0RT 1 BOX 55
IRS990/USAddress/CityNm0JEWELL
IRS990/USAddress/StateAbbreviationCd0KS
IRS990/USAddress/ZIPCd066949
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MAX E BURKS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SEC TREAS
ReturnHeader/BusinessOfficerGrp/PhoneNum07854283644
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-04-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BENJAMIN MUSSER ESTATE TRUST INC
ReturnHeader/Filer/BusinessNameControlTxt0BENJ
ReturnHeader/Filer/EIN0480553644
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 137
ReturnHeader/Filer/USAddress/CityNm0JEWELL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KS
ReturnHeader/Filer/USAddress/ZIPCd066949
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0481238760
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0R W BUSINESS SERVICES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01329 17th ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Belleville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd066935
ReturnHeader/PreparerPersonGrp/PhoneNum07855275624
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROD
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-04-26T08:42:05-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MAX

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.28$0.03$0.25
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.03$0.00$1.03$0.02$0.02$0.00
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.03$0.00$1.03$0.02$0.02$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.01$0.02$0.01
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.04$0.00$1.04$0.02$0.02$0.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.04$0.00$1.04$0.02$0.02$0.00
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.04$0.00$1.04$0.02$0.02$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.04$0.00$1.04$0.02$0.02$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.05$0.00$1.05$0.02$0.02$0.00
2016Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.01$0.02$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.01$0.02$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.02$0.02$0.00
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.07$0.00$1.07$0.01$0.02$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.08$0.00$1.08$0.02