Civic Intelligence

Roma Holley Conroy Foundation for Historic Preservation

990PF • Fiscal year 2015 • EIN 48-1202716

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 14, 2016

4901 Wornall Rd Suite L8Kansas City, MO 64112

(816) 516-3352

Siviq Scores

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

Liabilities / Assets

97th percentile

1.29x

Higher debt load relative to assets than 97% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

97th percentile

4.37x

Higher debt load relative to revenue than 97% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Source year 2015

Net Margin

10th percentile

-59%

Higher net margin than 10% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

84th percentile

$78,000

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 40.4% of source-year revenue.

2015 filings • $500k-$1M nonprofits • Source year 2015

Asset Growth

12th percentile

-13%

Faster asset growth than 12% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

52nd percentile

2.6%

Faster revenue growth than 52% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Annualized from 2014 to 2015

Assets

Down

$654,564

Down $94,756 (-13%) from 2014

Net Assets

Down

-$189,245

Down $244,068 (-445%) from 2014

Liabilities

Up

$843,809

Up $149,312 (+21%) from 2014

Revenue

Up

$193,117

Up $4,926 (+2.6%) from 2014

Expenses

Up

$307,065

Up $3,949 (+1.3%) from 2014

Net Income

Up

-$113,948

Up $977 (+0.9%) from 2014

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0-$500KAssets 2010: $684,706Liabilities 2010: $123,300Net Assets 2010: $561,4062010Assets 2011: $811,202Liabilities 2011: $558,346Net Assets 2011: $252,8562011Assets 2012: $713,653Liabilities 2012: $447,6222012Assets 2013: $781,980Liabilities 2013: $533,622Net Assets 2013: $248,3582013Assets 2014: $749,320Liabilities 2014: $694,497Net Assets 2014: $54,8232014Assets 2015: $654,564Liabilities 2015: $843,809Net Assets 2015: -$189,2452015Assets 2016: $645,302Liabilities 2016: $41,255Net Assets 2016: $604,0472016Assets 2017: $480,388Liabilities 2017: $26,800Net Assets 2017: $453,5882017Assets 2018: $548,539Liabilities 2018: $0Net Assets 2018: $548,5392018Assets 2019: $453,987Liabilities 2019: $34Net Assets 2019: $453,9532019Assets 2020: $439,361Liabilities 2020: $0Net Assets 2020: $439,3612020Assets 2021: $518,727Liabilities 2021: $0Net Assets 2021: $518,7272021Assets 2022: $564,469Liabilities 2022: $0Net Assets 2022: $564,4692022Assets 2023: $471,318Liabilities 2023: $0Net Assets 2023: $471,3182023Assets 2024: $559,543Liabilities 2024: $0Net Assets 2024: $559,5432024

Highlighted filing

2015

Assets$654,564
Liabilities$843,809
Net Assets-$189,245

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2010: $203,3882010Expenses 2011: $617,8302011Revenue 2012: $282,743Expenses 2012: $269,568Net Income 2012: $13,1752012Revenue 2013: $234,666Expenses 2013: $252,339Net Income 2013: -$17,6732013Revenue 2014: $188,191Expenses 2014: $303,116Net Income 2014: -$114,9252014Revenue 2015: $193,117Expenses 2015: $307,065Net Income 2015: -$113,9482015Revenue 2016: $946,638Expenses 2016: $153,346Net Income 2016: $793,2922016Revenue 2017: $19,210Expenses 2017: $169,669Net Income 2017: -$150,4592017Revenue 2018: $260,181Expenses 2018: $165,230Net Income 2018: $94,9512018Revenue 2019: $113,107Expenses 2019: $207,693Net Income 2019: -$94,5862019Revenue 2020: $115,058Expenses 2020: $129,650Net Income 2020: -$14,5922020Revenue 2021: $175,173Expenses 2021: $95,807Net Income 2021: $79,3662021Revenue 2022: $152,011Expenses 2022: $106,269Net Income 2022: $45,7422022Revenue 2023: $48,788Expenses 2023: $141,939Net Income 2023: -$93,1512023Revenue 2024: $209,907Expenses 2024: $121,682Net Income 2024: $88,2252024

Highlighted filing

2015

Revenue$193,117
Expenses$307,065
Net Income-$113,948
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 14, 2016
Return Version
2015v2.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEANEANE KO BLACKManagerFT$78,000-$78,000
VAN MORRISDirector-$0--
JERRY MORRISDirector-$0--
DICK LANTERDirector-$0--
DONNA LANTERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Roma Holley Conroy Foundation
EIN
48-1202716
Phone
8165163352
Address
4901 Wornall Rd Suite L8, Kansas City, MO 64112

Signing Officer

Name
Jeaneane K O Black
Title
Trustee
Signed
2016-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Mize Houser & Company PA
Address
211 East Eighth Street Suite A, Lawrence, KS 66044-2682
Preparer
Kenneth R Hite CPA
Phone
7858428844
Raw XML Appendix341 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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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JERRY MORRIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2DICK LANTER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3DONNA LANTER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4JEANEANE KO BLACK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Director
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0250 EAST 12TH
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Jeaneane K O Black Trustee
IRS990PF/StatementsRegardingActyGrp/PhoneNum08165163352
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0true
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
LandEtcSchedule2/LandEtcGrp/BookValueAmt075876
LandEtcSchedule2/LandEtcGrp/BookValueAmt1400000
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0Buildings
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt1Land
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt075876
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt1400000
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt060000
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt12000000
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt04823
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt04823
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt02787
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt1115
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt21010
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt310750
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt41340
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt572791
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt684102
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt77607
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt81653
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt9462
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt101270
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt11156
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt123174
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt132964
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt14723
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt156297
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ADMINISTRATIVE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2CROP INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3FARM - CATTLE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4FARM EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5FARMER
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6FERTILIZER
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc8INSURANCE CATTLE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc9INTERNET
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc10REPAIRS AND MAINTENANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc11SAFE DEPOSIT BOX
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc12SEED
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc13UTILITIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc14VET
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc15YARD/HOUSE KEEPERS
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02787
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1115
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21010
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt310750
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt41340
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt572791
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt684102
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt77607
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt81653
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt9462
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt101270
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11156
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt123174
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt132964
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt14723
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt156297
OtherIncomeSchedule2/OtherIncomeDetail/Desc0CATTLE SOLD
OtherIncomeSchedule2/OtherIncomeDetail/Desc1CO-OP REBATE
OtherIncomeSchedule2/OtherIncomeDetail/Desc2CROP INSURANCE PROCEEDS
OtherIncomeSchedule2/OtherIncomeDetail/Desc3GRAIN SOLD
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt033169
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1644
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt23422
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt3155762
OtherIncreasesSchedule/OtherIncreasesDetail/Amt03880
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ADJUSTMENT OF LOAN BALANCE #65571
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt072000
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt1602210
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt26061
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt314226
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0CITIZENS STATE BANK LINE OF CREDIT
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc1LOAN - KEVIN COMPTON
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc2LOAN #62909
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc3LOAN # 65571
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt079150
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt1675000
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt22044
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt310910
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt020302
TaxesSchedule/TaxesDetail/Amt020302
TaxesSchedule/TaxesDetail/CategoryTxt0BROWN COUNTY PROPERTY TAXES
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JEANEANE K O BLACK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Roma Holley Conroy Foundation
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0For Historic Preservation
ReturnHeader/Filer/BusinessNameControlTxt0ROMA
ReturnHeader/Filer/EIN0481202716
ReturnHeader/Filer/PhoneNum08165163352
ReturnHeader/Filer/USAddress/AddressLine1Txt04901 Wornall Rd Suite L8
ReturnHeader/Filer/USAddress/CityNm0Kansas City
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd064112
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Mize Houser & Company PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0211 East Eighth Street Suite A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lawrence
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0660442682
ReturnHeader/PreparerPersonGrp/PhoneNum07858428844
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KENNETH R HITE CPA
ReturnHeader/ReturnTs02016-11-15T13:23:41-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.60$0.00$5.60$2.10$1.22$0.88
2023Detailed filing. Detailed filing data is available for this year.$4.71$0.00$4.71$0.49$1.42$0.93
2022Detailed filing. Detailed filing data is available for this year.$5.64$0.00$5.64$1.52$1.06$0.46
2021Detailed filing. Detailed filing data is available for this year.$5.19$0.00$5.19$1.75$0.96$0.79
2020Detailed filing. Detailed filing data is available for this year.$4.39$0.00$4.39$1.15$1.30$0.15
2019Detailed filing. Detailed filing data is available for this year.$4.54$0.00$4.54$1.13$2.08$0.95
2018Detailed filing. Detailed filing data is available for this year.$5.49$0.00$5.49$2.60$1.65$0.95
2017Detailed filing. Detailed filing data is available for this year.$4.80$0.27$4.54$0.19$1.70$1.50
2016Detailed filing. Detailed filing data is available for this year.$6.45$0.41$6.04$9.47$1.53$7.93
2015Detailed filing. Detailed filing data is available for this year.$6.55$8.44$1.89$1.93$3.07$1.14
2014Detailed filing. Detailed filing data is available for this year.$7.49$6.94$0.55$1.88$3.03$1.15
2013Detailed filing. Detailed filing data is available for this year.$7.82$5.34$2.48$2.35$2.52$0.18
2012Summary only. Only limited summary data is available for this year.$7.14$4.48$2.83$2.70$0.13
2011Detailed filing. Detailed filing data is available for this year.$8.11$5.58$2.53$6.18
2010Detailed filing. Detailed filing data is available for this year.$6.85$1.23$5.61$2.03