Civic Intelligence

Franklin S Allen Trust

990 • Fiscal year 2020 • EIN 48-6103710

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 05, 2021

Organization ProfileN/A
5901 College Boulevard Suite 100Overland Park, KS 66211-1503

(913) 319-0300

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

1st percentile

-17960%

Higher net margin than 1% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

39th percentile

$9,011

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 665.5% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

9th percentile

-9.9%

Faster asset growth than 9% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

1st percentile

-98%

Faster revenue growth than 1% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$2,045,559

Down $224,019 (-9.9%) from 2019

Net Assets

Down

$2,045,559

Down $224,019 (-9.9%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin1st percentile

Revenue

Down

$1,354

Down $68,732 (-98%) from 2019

Expenses

Up

$244,528

Up $28,050 (+13%) from 2019

Net Income

Down

-$243,174

Down $96,782 (-66%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $5,032,835Liabilities 2011: $0Net Assets 2011: $5,032,8352011Assets 2012: $3,211,669Liabilities 2012: $0Net Assets 2012: $3,211,6692012Assets 2013: $3,417,056Liabilities 2013: $0Net Assets 2013: $3,417,0562013Assets 2014: $3,221,105Liabilities 2014: $0Net Assets 2014: $3,221,1052014Assets 2015: $2,888,182Liabilities 2015: $0Net Assets 2015: $2,888,1822015Assets 2016: $2,812,289Liabilities 2016: $0Net Assets 2016: $2,812,2892016Assets 2017: $3,113,679Liabilities 2017: $0Net Assets 2017: $3,113,6792017Assets 2018: $2,699,482Liabilities 2018: $0Net Assets 2018: $2,699,4822018Assets 2019: $2,269,578Liabilities 2019: $0Net Assets 2019: $2,269,5782019Assets 2020: $2,045,559Liabilities 2020: $0Net Assets 2020: $2,045,5592020Assets 2021: $2,201,439Liabilities 2021: $0Net Assets 2021: $2,201,4392021Assets 2022: $2,012,097Liabilities 2022: $0Net Assets 2022: $2,012,0972022Assets 2023: $1,976,324Liabilities 2023: $0Net Assets 2023: $1,976,3242023Assets 2024: $2,089,773Liabilities 2024: $0Net Assets 2024: $2,089,7732024

Highlighted filing

2020

Assets$2,045,559
Liabilities$0
Net Assets$2,045,559
Open 2020 Filing

Operations Trend

Revenue Growth1st percentile

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

$400K$200K$0-$200K-$400KExpenses 2011: $264,1252011Expenses 2012: $248,4022012Revenue 2013: $274,510Expenses 2013: $254,100Net Income 2013: $20,4102013Revenue 2014: $336,267Expenses 2014: $274,962Net Income 2014: $61,3052014Revenue 2015: $71,597Expenses 2015: $260,092Net Income 2015: -$188,4952015Revenue 2016: $18,788Expenses 2016: $226,802Net Income 2016: -$208,0142016Revenue 2017: $246,258Expenses 2017: $231,440Net Income 2017: $14,8182017Revenue 2018: $135,528Expenses 2018: $249,043Net Income 2018: -$113,5152018Revenue 2019: $70,086Expenses 2019: $216,478Net Income 2019: -$146,3922019Revenue 2020: $1,354Expenses 2020: $244,528Net Income 2020: -$243,1742020Revenue 2021: $369,613Expenses 2021: $273,608Net Income 2021: $96,0052021Revenue 2022: $71,208Expenses 2022: $285,184Net Income 2022: -$213,9762022Revenue 2023: $163,503Expenses 2023: $214,146Net Income 2023: -$50,6432023Revenue 2024: $349,204Expenses 2024: $238,826Net Income 2024: $110,3782024

Highlighted filing

2020

Revenue$1,354
Expenses$244,528
Net Income-$243,174
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 5, 2021
Return Version
2020v4.1
Gross Receipts
$1,132,182
Mission and Program Overview

Mission

General support and maintenance of the susan b. Allen memorial hospital, the education, comfort and welfare of nurses connected with the hospital, and for scientific investigation as the hospital board of trustees determines to undertake.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,267,867$2,044,796▼ $223,071
Savings and Temporary Cash Investments$1,711$763▼ $948
Total Assets$2,269,578$2,045,559▼ $224,019
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,269,578$2,045,559▼ $224,019
Total Net Assets Fund Balance$2,269,578$2,045,559▼ $224,019
Total Liabilities and Net Assets / Fund Balance$2,269,578$2,045,559▼ $224,019
Compensation and Service Providers
Top Officer Pay39th percentile

Employees

NameTitleBaseTotal
-Trustee$9,011$9,011
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$1,136
Other Revenue
$218
Change in Net Assets
$-243,174
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$210,655
Other Expenses$24,862
Salaries, Compensation, and Employee Benefits$9,011
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$210,655--$210,655
Fees for Service Investment Mgmnt Fees-$21,292-$21,292
Current Officers, Directors, Trustees, and Key Employees-$9,011-$9,011
Other Expenses-$780-$780
Fees for Services Accounting-$699-$699
Total Functional Expenses$210,655$33,873$0$244,528
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Susan B Allen HospitalEl Dorado, KS501(c)(3)Unrestricted Gift$210,655
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
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

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

“The governing body is a corporate trustee and therefore has written actions made during the year.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“The governing body is a corporate trustee and therefore has written actions made during the year.”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“The trustee reviews all underlying monetary and factual information before the irs form 990 is filed.”

Form 990, Page 6, Part VI, Line 19

“No other documents are available to the public”

Filing and Contact Details

Filer

Filer Name
Franklin S Allen Trust
EIN
48-6103710
Phone
9133190300
Address
5901 COLLEGE BOULEVARD SUITE 100, OVERLAND PARK, KS 66211-1503

Signing Officer

Name
David B Yost
Title
President
Phone
9133190300
Signed
2021-11-05
Discuss with paid preparer
Yes

Organization Details

Formed
1942
Legal Domicile
Ks
Voting Board Members
12
Independent Board Members
0
Employees
0
Volunteers
12

Preparer

Firm
Kpmg Llp
Address
ONE FINANCIAL PLAZA SUITE 2300, PROVIDENCE, RI 02903
Preparer
Bradley N Sprong
Phone
4012282600
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“248.81 amortization/accretion, 5,184.04 skybridge reinvestment, 21,599.28 wash sale adjustment, (1.28) roc udr, (19.21) roc gaming & leisure pptys, (6.19) roc of brandywine realty, (3.30) roc sun communities, (35.12) roc physician realty, (2.51) roc of brixmor, (3.91) roc ventas, (39.16) roc of annaly capital, (32.32) roc for kennedy wilson hldgs, (28.53) tax cost adj for williams, (3.30) tax cost adj for brookfield reit, (21.68) tax cost adj for vereit, (9.51) tax cost adj for qts rlty tr inc, (11.59) tax cost adj for colony, (12.68) tax cost adj for firstenergy, (1.49) tax cost adj for four corners ppty, (6,350) transfer to midwest account from morgan stanley & (1,292.88) misc. Tax cost adjustments”

Raw XML Appendix362 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/SupportedOrgInformationGrp/SupportAmt0210655
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IRS990ScheduleI/RecipientTable/CashGrantAmt0210655
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE GOVERNING BODY IS A CORPORATE TRUSTEE AND THEREFORE HAS WRITTEN ACTIONS MADE DURING THE YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TRUSTEE REVIEWS ALL UNDERLYING MONETARY AND FACTUAL INFORMATION BEFORE THE IRS FORM 990 IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO OTHER DOCUMENTS ARE AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4248.81 AMORTIZATION/ACCRETION, 5,184.04 SKYBRIDGE REINVESTMENT, 21,599.28 WASH SALE ADJUSTMENT, (1.28) ROC UDR, (19.21) ROC GAMING & LEISURE PPTYS, (6.19) ROC OF BRANDYWINE REALTY, (3.30) ROC SUN COMMUNITIES, (35.12) ROC PHYSICIAN REALTY, (2.51) ROC OF BRIXMOR, (3.91) ROC VENTAS, (39.16) ROC OF ANNALY CAPITAL, (32.32) ROC FOR KENNEDY WILSON HLDGS, (28.53) TAX COST ADJ FOR WILLIAMS, (3.30) TAX COST ADJ FOR BROOKFIELD REIT, (21.68) TAX COST ADJ FOR VEREIT, (9.51) TAX COST ADJ FOR QTS RLTY TR INC, (11.59) TAX COST ADJ FOR COLONY, (12.68) TAX COST ADJ FOR FIRSTENERGY, (1.49) TAX COST ADJ FOR FOUR CORNERS PPTY, (6,350) TRANSFER TO MIDWEST ACCOUNT FROM MORGAN STANLEY & (1,292.88) MISC. TAX COST ADJUSTMENTS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4EXPLANATION FOR FORM 990, PART XI, LINE 9
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ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-05
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ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,045,559
Liabilities
$0
Net assets
$2,045,559
Revenue
$1,354
Expenses
$244,528
Net income
-$243,174
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$0.35$0.24$0.11
2023Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$0.16$0.21$0.05
2022Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.01$0.07$0.29$0.21
2021Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.37$0.27$0.10
2020Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$0.00$0.24$0.24
2019Detailed filing. Detailed filing data is available for this year.$2.27$0.00$2.27$0.07$0.22$0.15
2018Detailed filing. Detailed filing data is available for this year.$2.70$0.00$2.70$0.14$0.25$0.11
2017Detailed filing. Detailed filing data is available for this year.$3.11$0.00$3.11$0.25$0.23$0.01
2016Summary only. Only limited summary data is available for this year.$2.81$0.00$2.81$0.02$0.23$0.21
2015Summary only. Only limited summary data is available for this year.$2.89$0.00$2.89$0.07$0.26$0.19
2014Detailed filing. Detailed filing data is available for this year.$3.22$0.00$3.22$0.34$0.27$0.06
2013Detailed filing. Detailed filing data is available for this year.$3.42$0.00$3.42$0.27$0.25$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.21$0.00$3.21$0.25
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.03$0.00$5.03$0.26