Civic Intelligence

Unified School District No 416 Endowment Association

990 • Fiscal year 2017 • EIN 48-0979997

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 07, 2017

Organization Profile
PO Box 734Louisburg, KS 66053

(913) 837-5191

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

26th percentile

0.00x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

80th percentile

24%

Higher net margin than 80% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

71st percentile

14%

Faster asset growth than 71% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

35th percentile

-2.0%

Faster revenue growth than 35% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$975,047

Up $117,241 (+14%) from 2016

Net Assets

Up

$975,047

Up $117,241 (+14%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin80th percentile

Revenue

Down

$68,093

Down $1,418 (-2.0%) from 2016

Expenses

Down

$52,025

Down $15,483 (-23%) from 2016

Net Income

Up

$16,068

Up $14,065 (+702%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

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

$3.0M$2.0M$1.0M$0Assets 2012: $516,300Liabilities 2012: $0Net Assets 2012: $516,3002012Assets 2013: $772,462Liabilities 2013: $0Net Assets 2013: $772,4622013Assets 2014: $862,597Liabilities 2014: $0Net Assets 2014: $862,5972014Assets 2015: $908,819Liabilities 2015: $0Net Assets 2015: $908,8192015Assets 2016: $857,806Liabilities 2016: $0Net Assets 2016: $857,8062016Assets 2017: $975,047Liabilities 2017: $0Net Assets 2017: $975,0472017Assets 2018: $1,064,195Liabilities 2018: $0Net Assets 2018: $1,064,1952018Assets 2019: $1,709,020Liabilities 2019: $0Net Assets 2019: $1,709,0202019Assets 2020: $1,607,002Liabilities 2020: $0Net Assets 2020: $1,607,0022020Assets 2021: $2,025,421Liabilities 2021: $0Net Assets 2021: $2,025,4212021Assets 2022: $1,821,471Liabilities 2022: $0Net Assets 2022: $1,821,4712022Assets 2023: $1,914,887Liabilities 2023: $0Net Assets 2023: $1,914,8872023Assets 2024: $2,021,181Liabilities 2024: $0Net Assets 2024: $2,021,1812024

Highlighted filing

2017

Assets$975,047
Liabilities$0
Net Assets$975,047
Open 2017 Filing

Operations Trend

Revenue Growth35th percentile

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

$800K$600K$400K$200K$0-$200KExpenses 2012: $36,4352012Expenses 2013: $40,2582013Revenue 2014: $65,073Expenses 2014: $50,782Net Income 2014: $14,2912014Revenue 2015: $134,372Expenses 2015: $56,604Net Income 2015: $77,7682015Revenue 2016: $69,511Expenses 2016: $67,508Net Income 2016: $2,0032016Revenue 2017: $68,093Expenses 2017: $52,025Net Income 2017: $16,0682017Revenue 2018: $126,013Expenses 2018: $62,679Net Income 2018: $63,3342018Revenue 2019: $697,523Expenses 2019: $60,087Net Income 2019: $637,4362019Revenue 2020: $186,366Expenses 2020: $108,390Net Income 2020: $77,9762020Revenue 2021: $153,002Expenses 2021: $109,476Net Income 2021: $43,5262021Revenue 2022: $238,357Expenses 2022: $124,964Net Income 2022: $113,3932022Revenue 2023: $154,151Expenses 2023: $156,026Net Income 2023: -$1,8752023Revenue 2024: $119,116Expenses 2024: $157,969Net Income 2024: -$38,8532024

Highlighted filing

2017

Revenue$68,093
Expenses$52,025
Net Income$16,068
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 7, 2017
Return Version
2016v3.0
Gross Receipts
$68,093
Mission and Program Overview

Mission

The organization provides scholarships and other educational support to local students and the school district

Grant Scholarships

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$857,806$975,047▲ $117,241
Investments in Publicly Traded Securities$544,556$660,862▲ $116,306
Savings and Temporary Cash Investments$281,000$285,795▲ $4,795
Cash and Non-Interest-Bearing Accounts$32,250$28,390▼ $3,860
Total Assets$857,806$975,047▲ $117,241
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$857,806$975,047▲ $117,241
Total Liabilities and Net Assets / Fund Balance$857,806$975,047▲ $117,241
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Craig HoltzenPresident
Andy HillBoard Member
Deb GrimesBoard Member
John GangelBoard Member
Kraig HickeyBoard Member
Mark WilliamsBoard Member
Sally LundbladBoard Member
Tom LundbladSecretary
Robert NaumanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$39,135
Program Service Revenue
$0
Investment Income
$28,958
Other Revenue
$0
All Other Contributions
$39,135
Change in Net Assets
$16,068
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$44,838
Other Expenses$7,187
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$44,500--$44,500
Fees for Service Investment Mgmnt Fees-$6,042-$6,042
Fees for Services Accounting-$1,040-$1,040
Grants to Domestic Orgs$338--$338
Other Expenses$105--$105
Total Functional Expenses$44,943$7,082$0$52,025
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Craig HoltzenFinancial AdvisorAdvisory FeesNo-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
Yes
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

Officer directors etc family relationship Part VI line 2

“Craig Holtzen holds a board position and also is the Edward Jones financial advisor which holds a portion of the organizations funds.”

Form 990 governing body review Part VI line 11

“The treasurer of the board will present the 990 to the board in the meeting following the completion of the 990.”

Governing documents etc available to public Part VI line 19

“A copy of the financial statements and 990 can be obtained at 201 W Amity, Louisburg, KS 66053. The 990 is made available to the public. A copy of the document may be retrieved from Bob Nauman at the First National Bank or from Janet Houchen, CPA, at Pro 31 Tax & Accounting, LLC.”

Filing and Contact Details

Filer

Filer Name
Unified School District #416 Endowment
EIN
48-0979997
Address
PO Box 734, Louisburg, KS 66053

Signing Officer

Name
Robert Nauman
Title
Treasurer
Phone
9138375191
Signed
2017-11-07
Discuss with paid preparer
Yes

Organization Details

Formed
1983
Legal Domicile
Ks
Voting Board Members
10
Independent Board Members
10
Employees
0

Preparer

Firm
Pro 31 Tax and Accounting LLC
Address
278 Fairlane Dr, Louisburg, KS 66053
Preparer
Janet Houchen
Phone
9138373131
Supplemental Narrative

Additional Explanations

Explanation of other changes in net assets or fund balances Part XI line 9

“Unrealized gains (losses) on investment accounts”

Raw XML Appendix358 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/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Craig Holtzen holds a board position and also is the Edward Jones financial advisor which holds a portion of the organizations funds.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The treasurer of the board will present the 990 to the board in the meeting following the completion of the 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A copy of the financial statements and 990 can be obtained at 201 W Amity, Louisburg, KS 66053. The 990 is made available to the public. A copy of the document may be retrieved from Bob Nauman at the First National Bank or from Janet Houchen, CPA, at Pro 31 Tax & Accounting, LLC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Unrealized gains (losses) on investment accounts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Officer directors etc family relationship Part VI line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Explanation of other changes in net assets or fund balances Part XI line 9
IRS990/SchoolOperatingInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0857806
IRS990/TotalAssetsEOYAmt0975047
IRS990/TotalAssetsGrp/BOYAmt0857806
IRS990/TotalAssetsGrp/EOYAmt0975047
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt039135
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt07082
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt044943
IRS990/TotalFunctionalExpensesGrp/TotalAmt052025
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0857806
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0975047
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt044943
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt028958
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt068093
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0857806
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0975047
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Robert Nauman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09138375191
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Unified School District #416 Endowment
ReturnHeader/Filer/BusinessNameControlTxt0UNIF
ReturnHeader/Filer/EIN0480979997
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 734
ReturnHeader/Filer/USAddress/CityNm0Louisburg
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KS
ReturnHeader/Filer/USAddress/ZIPCd066053
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06C56AA2D7EB80B043E615B8E7687B7BB85DCC72E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06C56AA2D7EB80B043E615B8E7687B7BB85DCC72E
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId04843272017318wvjh3qh
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-11-14
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.223.214.22
ReturnHeader/FilingSecurityInformation/IPDt02017-11-14
ReturnHeader/FilingSecurityInformation/IPTm016:50:13
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0463919527
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Pro 31 Tax and Accounting LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0278 Fairlane Dr
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Louisburg
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd066053
ReturnHeader/PreparerPersonGrp/PhoneNum09138373131
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Janet Houchen
ReturnHeader/ReturnTs02017-11-09T15:04:34-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$975,047
Liabilities
$0
Net assets
$975,047
Revenue
$68,093
Expenses
$52,025
Net income
$16,068
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.02$0.00$2.02$0.12$0.16$0.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.91$0.00$1.91$0.15$0.16$0.00
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.82$0.00$1.82$0.24$0.12$0.11
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.03$0.00$2.03$0.15$0.11$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.61$0.00$1.61$0.19$0.11$0.08
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.71$0.00$1.71$0.70$0.06$0.64
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.06$0.00$1.06$0.13$0.06$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.07$0.05$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.07$0.07$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.13$0.06$0.08
2014Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.07$0.05$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.77$0.00$0.77$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.52$0.00$0.52$0.04
Peer Organizations

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