Civic Intelligence

Robert E and Patricia a Schmidt Foundation

990PF • Fiscal year 2019 • EIN 48-1077463

Dec 01, 2018 to Nov 30, 2019 • Filed on Jul 09, 2020

1011 W 27th St F-3 No F-2Hays, KS 67601

(785) 625-1772

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

Higher debt load relative to assets than 14% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Source year 2019

Liabilities / Revenue

13th percentile

0.00x

Higher debt load relative to revenue than 13% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Source year 2019

Net Margin

95th percentile

78%

Higher net margin than 95% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Source year 2019

Top Officer Pay

19th percentile

$52,000

Higher top officer pay than 19% of similar nonprofits.

Top officer pay equals 0.6% of source-year revenue.

2019 filings • $25M-$50M nonprofits • Source year 2019

Asset Growth

83rd percentile

19%

Faster asset growth than 83% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Annualized from 2018 to 2019

Revenue Growth

7th percentile

-47%

Faster revenue growth than 7% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Annualized from 2018 to 2019

Assets

Up

$39,981,349

Up $6,437,784 (+19%) from 2018

Net Assets

Up

$39,981,349

Up $6,437,784 (+19%) from 2018

Liabilities

Up

$1

Up $1 from 2018

Revenue

Down

$8,296,212

Down $7,402,547 (-47%) from 2018

Expenses

Up

$1,858,428

Up $869,048 (+88%) from 2018

Net Income

Down

$6,437,784

Down $8,271,595 (-56%) from 2018

Historical Trend

Balance Sheet Trend

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

$80M$60M$40M$20M$0Assets 2011: $7,313,601Liabilities 2011: $02011Assets 2012: $9,902,864Liabilities 2012: $0Net Assets 2012: $9,902,8642012Assets 2013: $10,052,882Liabilities 2013: $02013Assets 2014: $12,593,174Liabilities 2014: $02014Assets 2015: $12,926,483Liabilities 2015: $02015Assets 2017: $18,834,186Liabilities 2017: $0Net Assets 2017: $18,834,1862017Assets 2018: $33,543,565Liabilities 2018: $0Net Assets 2018: $33,543,5652018Assets 2019: $39,981,349Liabilities 2019: $1Net Assets 2019: $39,981,3492019Assets 2020: $63,510,811Liabilities 2020: $1Net Assets 2020: $63,510,8112020Assets 2021: $62,642,391Liabilities 2021: $1Net Assets 2021: $62,642,3912021Assets 2022: $62,190,844Liabilities 2022: $1Net Assets 2022: $62,190,8442022Assets 2023: $61,657,273Liabilities 2023: $1Net Assets 2023: $61,657,2732023Assets 2024: $64,178,631Liabilities 2024: $25,000Net Assets 2024: $64,153,6312024

Highlighted filing

2019

Assets$39,981,349
Liabilities$1
Net Assets$39,981,349

Operations Trend

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

$30M$20M$10M$0-$10MRevenue 2011: $367,689Expenses 2011: $416,046Net Income 2011: -$48,3572011Expenses 2012: $425,9272012Revenue 2013: $557,359Expenses 2013: $485,479Net Income 2013: $71,8802013Revenue 2014: $3,205,975Expenses 2014: $582,370Net Income 2014: $2,623,6052014Revenue 2015: $964,086Expenses 2015: $630,775Net Income 2015: $333,3112015Revenue 2017: $6,513,251Expenses 2017: $610,800Net Income 2017: $5,902,4512017Revenue 2018: $15,698,759Expenses 2018: $989,380Net Income 2018: $14,709,3792018Revenue 2019: $8,296,212Expenses 2019: $1,858,428Net Income 2019: $6,437,7842019Revenue 2020: $26,330,056Expenses 2020: $2,800,594Net Income 2020: $23,529,4622020Revenue 2021: $3,187,235Expenses 2021: $4,087,655Net Income 2021: -$900,4202021Revenue 2022: $4,179,897Expenses 2022: $4,577,328Net Income 2022: -$397,4312022Revenue 2023: $4,318,117Expenses 2023: $4,684,524Net Income 2023: -$366,4072023Revenue 2024: $7,121,017Expenses 2024: $4,500,345Net Income 2024: $2,620,6722024

Highlighted filing

2019

Revenue$8,296,212
Expenses$1,858,428
Net Income$6,437,784
Jump To
Filing Snapshot
Filing Period
Dec 1, 2018 to Nov 30, 2019
Signed
Jul 9, 2020
Return Version
2018v3.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GARY SHORMANTrustee/President-$52,000-$52,000
JOSEPH W JETERTrustee-$34,000-$34,000
RANDY WALKERTrustee-$34,000-$34,000
KURT DAVIDTrustee-$34,000-$34,000
KEN BRAUN RETIRED AS OF 113019Trustee-$34,000-$34,000
Filing and Contact Details

Filer

Filer Name
Robert E and Patricia Schmidt Foundation
EIN
48-1077463
Phone
7856251772
Address
1011 W 27TH ST F-3 NO F-2, HAYS, KS 67601

Signing Officer

Name
Gary Shorman
Title
Trustee/president
Phone
7856251772
Signed
2020-07-09
Discuss with paid preparer
Yes

Preparer

Firm
Adams Brown Beran & Ball Chtd
Address
PO BOX 1186, HAYS, KS 67601-1186
Preparer
David a Herl
Phone
7856283046
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0607078
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-94003
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/GrossProfitLossSlsOfInvntryGrp/BusinessCd0211110
IRS990PF/AnalysisIncomeProducingActyGrp/GrossProfitLossSlsOfInvntryGrp/UnrelatedBusinessTaxblIncmAmt03524
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0402239
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionAmt0136746
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionCd016
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd0900001
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd1900001
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd2900001
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd3310000
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd4722100
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd5900001
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd6900001
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd7900001
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd8900001
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0TRICO FUND II
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1TRICO FUND II
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc2COACHMAN ENERGY II, LLC
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc3COACHMAN ENERGY II, LLC
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc4NORCAP DIVERSIFIED PREMIUM FUND
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc5NORCAP EQUITY PLUS FUND
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc6NORCAP EQUITY PLUS FUND
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc7QR INC. LLC
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc8QR INC. LLC
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc9GELLAS
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc10GELLAS
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc11SWAMP ANGEL ENGERY, LLC
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc12SWAMP ANGEL ENGERY, LLC
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc13CONESTOGA ENERGY HOLDINGS
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc14CONESTOGA ENERGY HOLDINGS
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc15TRUDE FUND II, LLC
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc16TRUDE FUND II, LLC
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc17TRUDE FUND III, LLC
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc18TRUDE FUND III, LLC
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0167722
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt1-411
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt2164501
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt3179548
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt421507
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt5-139
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt61
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt7-90
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt8-11899
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt9-4897
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd118
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd218
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd318
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd418
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd518
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd618
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd718
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd818
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd918
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt0679
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt1-1713
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt2501
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt3-4450
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt4584
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt5-54
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt656
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt7-4429
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt8-2289
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01567903
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt0-7591
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01560312
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt077111
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt077111
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt0188000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0188000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01272085
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01272085
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt06693362
IRS990PF/AnalysisOfRevenueAndExpenses/CostOfGoodsSoldAmt05821
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt086888
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt086888
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0607078
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0607078
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt06437784
IRS990PF/AnalysisOfRevenueAndExpenses/GrossProfitRevAndExpnssAmt03524
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt0179284
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt0179284
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesLessRetAndAllwncAmt09345
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt03678507
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0402239
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0402239
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-94003
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01166711
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt0136746
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt096793
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt096793
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0515843
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0504728
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt088602
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt088602
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0339
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt048949
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01272085
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0537733
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01858428
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01704444
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt08296212
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0537733
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0586343
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt03728994
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt143516
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-56431
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt15944
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-43516
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-56431
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt15944
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-43516
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt03672563
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt15944
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P

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