Civic Intelligence

Jean and Willard Garvey Fund

EIN 48-1068307 • Wichita, KS

Heritage Grp 7309 E 21st N No 120Wichita, KS 67206-1178
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2015

Liabilities / Revenue

62nd percentile

0.00x

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

<$500k nonprofits • Source year 2015

Net Margin

96th percentile

88%

Higher net margin than 96% of similar nonprofits.

<$500k nonprofits • Source year 2015

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

<$500k nonprofits • Source year 2013

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

<$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

5th percentile

-99%

Faster revenue growth than 5% of similar nonprofits.

<$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $32,264 (-100%) from 2014

Liabilities

Down

$0

Down $1 (-100%) from 2014

Net Assets

Down

$0

Down $32,264 (-100%) from 2014

Operations
Liabilities / Revenue62nd percentileNet Margin96th percentile

Revenue

Down

$40,881

Down $7,812,553 (-99%) from 2014

Expenses

Down

$4,922

Down $1,725,391 (-100%) from 2014

Net Income

Down

$35,959

Down $6,087,162 (-99%) from 2014

Trend Graphs

Balance Sheet Trend

Asset Growth10th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2010: $603,054Liabilities 2010: $0Net Assets 2010: $603,0542010Assets 2011: $619,363Liabilities 2011: $0Net Assets 2011: $619,3632011Assets 2012: $638,021Liabilities 2012: $0Net Assets 2012: $638,0212012Assets 2013: $677,522Liabilities 2013: $1Net Assets 2013: $677,5222013Assets 2014: $32,264Liabilities 2014: $1Net Assets 2014: $32,2642014Assets 2015: $0Liabilities 2015: $0Net Assets 2015: $02015

Highlighted filing

2015

Assets$0
Liabilities$0
Net Assets$0
Open 2015 Filing

Operations Trend

Revenue Growth5th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$8.0M$6.0M$4.0M$2.0M$0Expenses 2010: $677,7992010Expenses 2011: $1,650,5162011Expenses 2012: $863,2682012Revenue 2013: $910,906Expenses 2013: $871,405Net Income 2013: $39,5012013Revenue 2014: $7,853,434Expenses 2014: $1,730,313Net Income 2014: $6,123,1212014Revenue 2015: $40,881Expenses 2015: $4,922Net Income 2015: $35,9592015

Highlighted filing

2015

Revenue$40,881
Expenses$4,922
Net Income$35,959
Open 2015 Filing

Filings

Most recent year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$40,881
Expenses
$4,922
Net income
$35,959
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.04$0.00$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$7.85$1.73$6.12
2013Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.91$0.87$0.04
2012Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$0.86
2011Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$1.65
2010Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$0.68
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jan 25, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES W GARVEYCo-Trustee-$0--
JULIE RG SHEPPARDCo-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Jean and Willard Garvey Fund
EIN
48-1068307
Phone
3162615301
Address
HERITAGE GRP 7309 E 21ST N NO 120, WICHITA, KS 67206-1178

Signing Officer

Name
James W Garvey
Title
Co-trustee
Phone
3162615301
Signed
2016-01-25
Discuss with paid preparer
Yes

Preparer

Firm
Heritage Group Lc
Address
7309 E 21ST N STE 120, WICHITA, KS 67206-1178
Preparer
Todd M Connell CPA
Phone
3162615301
Raw XML Appendix318 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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DissolutionStmt/DissolutionInformationGrp/BusinessName/BusinessNameLine1Txt2GARVEY KANSAS FOUNDATION
DissolutionStmt/DissolutionInformationGrp/BusinessName/BusinessNameLine1Txt3THE SHEPPARD FOUNDATION
DissolutionStmt/DissolutionInformationGrp/BusinessName/BusinessNameLine1Txt4BONAVIA FAMILY CHARITABLE TRUST
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GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0RETAINED EARNINGS
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0RETAINED EARNINGS REINVESTED - FORM 990-PF, PAGE 2, PART II, LINE 28:PRIOR TO 12/01/70 - GKF 17,150AFTER 11/30/70 - GKF 704,416 _______ TOTAL RETAINED EARNINGS REINVESTED 721,566 RETAINED EARNINGS - FORM 990-PF, PAGE 2, PART II, LINE 29:PRIOR TO 12/01/70 - GKF -29,238AFTER 11/30/70 - GKF 161,256ACCUMULATED INCOME -15,064,059 ___________TOTAL RETAINED EARNINGS -14,932,041
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IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NONE
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/AllOtherProgramRltdInvstTotAmt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01433
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01433
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01706636
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0856189
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0840812
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01627851
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0647098
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0647098
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt05033746
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02258
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01706636
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0856189
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0840812
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01627851
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03691
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02258
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt05680844
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt05678586
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0WILLARD W GARVEY REVOCABLE TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt07309 E 21ST STREET N SUITE 120
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0WICHITA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0KS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd0672061178
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt040881
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LiquidationExplanationStmt/ExplanationTxt0THE FINAL DISTRIBUTION OF ALL ASSETS OF THE JEAN AND WILLARD GARVEY FUND WERE MADE ON DECEMBER 31, 2015 AND THE FOUNDATION TERMINATED.
OtherDecreasesSchedule/OtherDecreasesDetail/Amt068223
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0TRUST CORPUS DISTRIBUTIONS
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES W GARVEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03162615301
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-01-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JEAN AND WILLARD GARVEY FUND
ReturnHeader/Filer/BusinessNameControlTxt0JEAN
ReturnHeader/Filer/EIN0481068307
ReturnHeader/Filer/PhoneNum03162615301
ReturnHeader/Filer/USAddress/AddressLine1Txt0HERITAGE GRP 7309 E 21ST N NO 120
ReturnHeader/Filer/USAddress/CityNm0WICHITA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KS
ReturnHeader/Filer/USAddress/ZIPCd0672061178
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0481208823
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HERITAGE GROUP LC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07309 E 21ST N STE 120
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WICHITA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0672061178
ReturnHeader/PreparerPersonGrp/PhoneNum03162615301
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TODD M CONNELL CPA
ReturnHeader/ReturnTs02016-02-10T16:41:36-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

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