Civic Intelligence

Unified School District No 416 Endowment Association

990 • Fiscal year 2020 • EIN 48-0979997

Jul 01, 2019 to Jun 30, 2020 • Filed on Jan 06, 2021

Organization Profile
PO Box 734Louisburg, KS 66053

(816) 289-5998

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

87th percentile

42%

Higher net margin than 87% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

13th percentile

-6.0%

Faster asset growth than 13% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

3rd percentile

-73%

Faster revenue growth than 3% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$1,607,002

Down $102,018 (-6.0%) from 2019

Net Assets

Down

$1,607,002

Down $102,018 (-6.0%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin87th percentile

Revenue

Down

$186,366

Down $511,157 (-73%) from 2019

Expenses

Up

$108,390

Up $48,303 (+80%) from 2019

Net Income

Down

$77,976

Down $559,460 (-88%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth13th 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

2020

Assets$1,607,002
Liabilities$0
Net Assets$1,607,002
Open 2020 Filing

Operations Trend

Revenue Growth3rd 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

2020

Revenue$186,366
Expenses$108,390
Net Income$77,976
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Jan 6, 2021
Return Version
2019v5.1
Gross Receipts
$186,366
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,709,020$1,607,002▼ $102,018
Investments in Publicly Traded Securities$1,303,647$945,198▼ $358,449
Savings and Temporary Cash Investments$365,991$633,590▲ $267,599
Cash and Non-Interest-Bearing Accounts$39,382$28,214▼ $11,168
Total Assets$1,709,020$1,607,002▼ $102,018
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,709,020$1,607,002▼ $102,018
Total Liabilities and Net Assets / Fund Balance$1,709,020$1,607,002▼ $102,018
Compensation and Service Providers
Top Officer Pay37th percentile

Board Members and Trustees

NameTitle
Craig HoltzenPresident
Aimee WilliamsBoard Member
Andy HillBoard Member
Damon DennisBoard Member
Deb GrimesBoard Member
John GangelBoard Member
Kraig HickeyBoard Member
Mark WilliamsBoard Member
Robert NaumanSecretary
David HouchenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$51,576
Program Service Revenue
$0
Investment Income
$134,790
Other Revenue
$0
All Other Contributions
$51,576
Change in Net Assets
$77,976
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$81,200
Other Expenses$22,921
Professional Fundraising Fees$4,269
Total Fundraising Expense$4,269
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$76,350--$76,350
Fees for Services Management-$9,800-$9,800
Fees for Service Investment Mgmnt Fees-$9,372-$9,372
Grants to Domestic Orgs$4,850--$4,850
Fees for Services Professional Fundraising--$4,269$4,269
Fees for Services Accounting-$1,240-$1,240
Other Expenses$4--$4
Total Functional Expenses$83,709$20,412$4,269$108,390
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$4,269
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$9,372
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
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
David Houchen
Title
Treasurer
Phone
9138375191
Signed
2021-01-06
Discuss with paid preparer
Yes

Organization Details

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

Preparer

Firm
Pro 31 Tax & 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”

General explanation attachment

“A review of contributions revealed that several stock gifts were included as unrealized gains rather than charitable contributions in 2015. The misclassification of these contributions caused the organization to show 34% as its 2016 Investment income percentage. If the organization adjusts the calculations to include these contributions, the investment percentage decreases to 32% which allows the organization to continue to file as a publc charity.”

Raw XML Appendix380 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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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0186366
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0697523
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0126013
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt068071
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0109311
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01187284
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IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt076350
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Academic scholarships for individuals entering college
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc0None
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt041
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0Book
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0Craig Holtzen
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0Financial Advisor
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt09372
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0Advisory Fees
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/ExplanationTxt4A review of contributions revealed that several stock gifts were included as unrealized gains rather than charitable contributions in 2015. The misclassification of these contributions caused the organization to show 34% as its 2016 Investment income percentage. If the organization adjusts the calculations to include these contributions, the investment percentage decreases to 32% which allows the organization to continue to file as a publc charity.
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4General explanation attachment
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IRS990/TotalContributionsAmt051576
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt020412
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt083709
IRS990/TotalFunctionalExpensesGrp/TotalAmt0108390
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
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IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01607002
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IRS990/UponRequestInd0X
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IRS990/VotingMembersIndependentCnt010
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0David Houchen
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09138375191
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-01-06
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/PreparerFirmGrp/PreparerFirmEIN0463919527
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Pro 31 Tax & 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/PreparationDt02021-02-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Janet Houchen
ReturnHeader/ReturnTs02021-02-04T09:41:10-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,607,002
Liabilities
$0
Net assets
$1,607,002
Revenue
$186,366
Expenses
$108,390
Net income
$77,976
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
2020Detailed filing. Detailed filing data is available for this year.$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
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$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