Civic Intelligence

Unified School District No 416 Endowment Association

990 • Fiscal year 2024 • EIN 48-0979997

Jul 01, 2023 to Jun 30, 2024 • Filed on Apr 24, 2024

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

18th percentile

0.00x

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

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

18th percentile

0.00x

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

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

9th percentile

-33%

Higher net margin than 9% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

54th percentile

5.6%

Faster asset growth than 54% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

13th percentile

-23%

Faster revenue growth than 13% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$2,021,181

Up $106,294 (+5.6%) from 2023

Net Assets

Up

$2,021,181

Up $106,294 (+5.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin9th percentile

Revenue

Down

$119,116

Down $35,035 (-23%) from 2023

Expenses

Up

$157,969

Up $1,943 (+1.2%) from 2023

Net Income

Down

-$38,853

Down $36,978 (-1972%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth54th 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

2024

Assets$2,021,181
Liabilities$0
Net Assets$2,021,181
Open 2024 Filing

Operations Trend

Revenue Growth13th 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

2024

Revenue$119,116
Expenses$157,969
Net Income-$38,853
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Apr 24, 2024
Return Version
2023v6.0
Gross Receipts
$119,116
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$1,914,887$2,021,181▲ $106,294
Investments in Publicly Traded Securities$1,339,269$1,408,200▲ $68,931
Savings and Temporary Cash Investments$452,003$522,017▲ $70,014
Cash and Non-Interest-Bearing Accounts$123,615$90,964▼ $32,651
Total Assets$1,914,887$2,021,181▲ $106,294
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,914,887$2,021,181▲ $106,294
Total Liabilities and Net Assets / Fund Balance$1,914,887$2,021,181▲ $106,294
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Craig HoltzenPresident
Mark WilliamsVice President
Aimee WilliamsBoard Member
Andy HillBoard Member
Bryce SmithBoard Member
Cassi VohsBoard Member
Damon DennisBoard Member
Deb GrimesBoard Member
Robert NaumanBoard Member
David HouchenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$70,576
Program Service Revenue
$0
Investment Income
$48,540
Other Revenue
$0
All Other Contributions
$70,576
Change in Net Assets
$-38,853
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$125,408
Other Expenses$16,413
Salaries, Compensation, and Employee Benefits$16,148
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$122,315--$122,315
Other Salaries and Wages-$15,000-$15,000
Fees for Service Investment Mgmnt Fees-$12,123-$12,123
Grants to Domestic Orgs$3,093--$3,093
Fees for Services Accounting-$2,997-$2,997
Payroll Taxes-$1,148-$1,148
Office Expenses-$791-$791
Advertising-$431-$431
Other Expenses-$41-$41
Total Functional Expenses$125,408$32,561$0$157,969
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Craig HoltzenFinancial AdvisorAdvisory FeesNo$12,123
David HouchenTreasurerSpouses CPA firm provides accounting serviceNo$2,997
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
Yes
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

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. David Houchen holds a board position and his spouse receives compensation for providing accounting services.”

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
2024-04-24
Discuss with paid preparer
Yes

Organization Details

Formed
1983
Legal Domicile
Ks
Voting Board Members
10
Independent Board Members
10
Employees
1
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”

Raw XML Appendix387 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/Total509Grp/CurrentTaxYearMinus4YearsAmt051576
IRS990ScheduleA/Total509Grp/TotalAmt0365448
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0120119
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0145452
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0211713
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0153002
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0186366
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0816652
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0122315
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Academic scholarships for individuals entering college
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc0None
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt068
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0Book
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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0Craig Holtzen
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm1David Houchen
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0Financial Advisor
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt1Treasurer
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd1false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt012123
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt12997
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0Advisory Fees
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc1Spouses CPA firm provides accounting service
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. David Houchen holds a board position and his spouse receives compensation for providing accounting services.
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
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IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt02021181
IRS990/TotalAssetsGrp/BOYAmt01914887
IRS990/TotalAssetsGrp/EOYAmt02021181
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt070576
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt032561
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0125408
IRS990/TotalFunctionalExpensesGrp/TotalAmt0157969
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
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IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02021181
IRS990/TotalOtherCompensationAmt00
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0119116
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01914887
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02021181
IRS990/TotReportableCompRltdOrgAmt00
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IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0David Houchen
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09138375191
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-24
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/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02025-02-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Janet Houchen
ReturnHeader/ReturnTs02025-02-14T15:45:16-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,021,181
Liabilities
$0
Net assets
$2,021,181
Revenue
$119,116
Expenses
$157,969
Net income
-$38,853
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$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
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