Civic Intelligence

Robert E and Patricia a Schmidt Foundation

990PF • Fiscal year 2024 • EIN 48-1077463

Dec 01, 2023 to Nov 30, 2024 • Filed on Apr 10, 2025

1011 W 27th St F-2 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

16th percentile

0.00x

Higher debt load relative to assets than 16% of similar nonprofits.

2024 filings • $50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

16th percentile

0.00x

Higher debt load relative to revenue than 16% of similar nonprofits.

2024 filings • $50M-$100M nonprofits • Source year 2024

Net Margin

81st percentile

37%

Higher net margin than 81% of similar nonprofits.

2024 filings • $50M-$100M nonprofits • Source year 2024

Top Officer Pay

20th percentile

$79,000

Higher top officer pay than 20% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

2024 filings • $50M-$100M nonprofits • Source year 2024

Asset Growth

43rd percentile

4.1%

Faster asset growth than 43% of similar nonprofits.

2024 filings • $50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

84th percentile

65%

Faster revenue growth than 84% of similar nonprofits.

2024 filings • $50M-$100M nonprofits • Annualized from 2023 to 2024

Assets

Up

$64,178,631

Up $2,521,358 (+4.1%) from 2023

Net Assets

Up

$64,153,631

Up $2,496,358 (+4.0%) from 2023

Liabilities

Up

$25,000

Up $24,999 (+2499900%) from 2023

Revenue

Up

$7,121,017

Up $2,802,900 (+65%) from 2023

Expenses

Down

$4,500,345

Down $184,179 (-3.9%) from 2023

Net Income

Up

$2,620,672

Up $2,987,079 (+815%) from 2023

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

2024

Assets$64,178,631
Liabilities$25,000
Net Assets$64,153,631

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

2024

Revenue$7,121,017
Expenses$4,500,345
Net Income$2,620,672
Jump To
Filing Snapshot
Filing Period
Dec 1, 2023 to Nov 30, 2024
Signed
Apr 10, 2025
Return Version
2023v6.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GARY SHORMANTrustee/PresidentPT$79,000-$79,000
JOSEPH W JETERTrusteePT$49,000-$49,000
RANDY WALKERTrusteePT$49,000-$49,000
KURT DAVIDTrusteePT$49,000-$49,000
Filing and Contact Details

Filer

Filer Name
Robert E and Patricia Schmidt Foundation
EIN
48-1077463
Phone
7856251772
Address
1011 W 27TH ST F-2 F-2, HAYS, KS 67601

Signing Officer

Name
Gary Shorman
Title
Trustee/president
Phone
7856251772
Signed
2025-04-10
Discuss with paid preparer
Yes

Preparer

Firm
Adamsbrown LLC
Address
PO BOX 1186, HAYS, KS 67601
Preparer
David a Herl
Phone
7856283046
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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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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0TRICO FUND II
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1NORCAP DIVERSIFIED PREMIUM FUND
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc2NORCAP EQUITY PLUS FUND
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc3GELLAS
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc4CONESTOGA ENERGY HOLDINGS
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc5TRUDE FUND II, LLC
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc6TRUDE FUND III, LLC
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc7CAPITAL CREDITS
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc8BT OIL
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc9WESTERN PLAINS ENERGY
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc10THERIO, LLC
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc11FSSW LLC LIQUIDATION PROCEEDS
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc12ROYALTIES
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0-25283
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt11085
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt2-4907
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt3-189
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt4-80
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt53615
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt64429
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt718839
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd118
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt06717231
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0-444
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt0302027
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt07018814
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt064869
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt096983
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt04672193
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt0226000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0226000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt03590970
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt03590970
IRS990PF/AnalysisOfRevenueAndExpenses/CostOfGoodsSoldAmt0447499
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt0107960
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt0107960
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt01420570
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01420570
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt02620672
IRS990PF/AnalysisOfRevenueAndExpenses/GrossProfitRevAndExpnssAmt0302027
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt0260669
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt0260669
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesLessRetAndAllwncAmt0749526
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt026632869
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0468049
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0468049
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt04672193
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt05963059
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt0158466
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0215120
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0215120
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt018839
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0-2491
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0263073
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0263073
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0239
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0239
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt03590970
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0877261
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt04500345
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt06840320
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt07121017
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0877261
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0909375
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt021711049
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt13400
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt211073
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3238110
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt02956
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt04521413
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt110183
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-444
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-1085
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4380236
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-238110
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt04521413
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt110183
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-444
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-1085
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4380236
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-238110
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt026232462
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt110183
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt29988
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3380236
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SALE OF SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1WRITE OFF OF SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2RETIRED ASSETS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3WRITE OFF OF ASSETS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4SALE OF OIL LEASES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5TRICO FUND II LLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt04672193
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt02620672
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0124314
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt064277945
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt061657273
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt064153631
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt03810082
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt03810082
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt03810082
IRS990PF/DistributableAmountGrp/IncomeTaxAmt014328
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt03907297
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt082887
IRS990PF/DistributableAmountGrp/TotalTaxAmt097215
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt02
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt044000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt082887
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt082887
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt082887
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt038889
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt044000
IRS990PF/FMVAssetsEOYAmt082457351
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0-1
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt036555564

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