Civic Intelligence

Frank N and Mathilda Schartz Educational Trust

990PF • Fiscal year 2017 • EIN 48-6231023

Aug 01, 2016 to Jul 31, 2017 • Filed on Sep 13, 2017

PO Box 1585Great Bend, KS 67530

(620) 796-2330

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

76th percentile

19%

Higher net margin than 76% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

55th percentile

3.2%

Faster asset growth than 55% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

59th percentile

6.6%

Faster revenue growth than 59% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$158,527

Up $4,969 (+3.2%) from 2016

Net Assets

Up

$158,527

Up $4,969 (+3.2%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$25,503

Up $1,573 (+6.6%) from 2016

Expenses

Down

$20,534

Down $3,681 (-15%) from 2016

Net Income

Up

$4,969

Up $5,254 (+1844%) from 2016

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2012: $157,997Liabilities 2012: $02012Assets 2013: $163,305Liabilities 2013: $02013Assets 2014: $161,553Liabilities 2014: $0Net Assets 2014: $161,5532014Assets 2015: $153,843Liabilities 2015: $0Net Assets 2015: $153,8432015Assets 2016: $153,558Liabilities 2016: $0Net Assets 2016: $153,5582016Assets 2017: $158,527Liabilities 2017: $0Net Assets 2017: $158,5272017Assets 2018: $152,598Liabilities 2018: $0Net Assets 2018: $152,5982018Assets 2019: $153,784Liabilities 2019: $0Net Assets 2019: $153,7842019Assets 2020: $153,519Liabilities 2020: $0Net Assets 2020: $153,5192020Assets 2021: $152,468Liabilities 2021: $0Net Assets 2021: $152,4682021Assets 2022: $157,246Liabilities 2022: $0Net Assets 2022: $157,2462022Assets 2023: $173,859Liabilities 2023: $0Net Assets 2023: $173,8592023Assets 2024: $171,905Liabilities 2024: $0Net Assets 2024: $171,9052024Assets 2025: $167,972Liabilities 2025: $0Net Assets 2025: $167,9722025

Highlighted filing

2017

Assets$158,527
Liabilities$0
Net Assets$158,527

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2012: $34,577Expenses 2012: $50,677Net Income 2012: -$16,1002012Revenue 2013: $42,453Expenses 2013: $37,146Net Income 2013: $5,3072013Revenue 2014: $26,434Expenses 2014: $28,186Net Income 2014: -$1,7522014Revenue 2015: $24,421Expenses 2015: $32,131Net Income 2015: -$7,7102015Revenue 2016: $23,930Expenses 2016: $24,215Net Income 2016: -$2852016Revenue 2017: $25,503Expenses 2017: $20,534Net Income 2017: $4,9692017Revenue 2018: $11,996Expenses 2018: $17,925Net Income 2018: -$5,9292018Revenue 2019: $25,719Expenses 2019: $24,533Net Income 2019: $1,1862019Revenue 2020: $18,518Expenses 2020: $18,783Net Income 2020: -$2652020Revenue 2021: $13,147Expenses 2021: $14,198Net Income 2021: -$1,0512021Revenue 2022: $6,525Expenses 2022: $1,747Net Income 2022: $4,7782022Revenue 2023: $18,349Expenses 2023: $1,736Net Income 2023: $16,6132023Revenue 2024: $18,377Expenses 2024: $20,331Net Income 2024: -$1,9542024Revenue 2025: $7,080Expenses 2025: $11,013Net Income 2025: -$3,9332025

Highlighted filing

2017

Revenue$25,503
Expenses$20,534
Net Income$4,969
Jump To
Filing Snapshot
Filing Period
Aug 1, 2016 to Jul 31, 2017
Signed
Sep 13, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Bryan J MermisTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Frank N and Mathilda Schartz Educational
EIN
48-6231023
Phone
6207962330
Address
PO Box 1585, Great Bend, KS 67530

Signing Officer

Name
Bryan J Mermis
Title
Trustee
Phone
6207924902
Signed
2017-09-13
Discuss with paid preparer
Yes

Preparer

Firm
Intuitive Tax Solutions LLC
Address
PO Box 1585, Great Bend, KS 67530
Preparer
Ellen N Mermis
Phone
6207962330
Raw XML Appendix297 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/UndistributedIncomeGrp/ExcessFromYear4Amt03578
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt014000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01557
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt021318
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt019761
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Fertilizer, Chemical and Application
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt04497
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt04497
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt05431
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Oil and Gas Royalties
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt05431
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt05431
TaxesSchedule/TaxesDetail/Amt0117
TaxesSchedule/TaxesDetail/Amt11425
TaxesSchedule/TaxesDetail/CategoryTxt0Federal Excise Tax
TaxesSchedule/TaxesDetail/CategoryTxt1Property Tax
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt11425
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Bryan J Mermis
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum06207924902
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-09-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Frank N and Mathilda Schartz Educational
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Trust
ReturnHeader/Filer/BusinessNameControlTxt0FRAN
ReturnHeader/Filer/EIN0486231023
ReturnHeader/Filer/PhoneNum06207962330
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 1585
ReturnHeader/Filer/USAddress/CityNm0Great Bend
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KS
ReturnHeader/Filer/USAddress/ZIPCd067530
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0C3FC95D704B02E25432A9D2AE503D84EF969650D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C3FC95D704B02E25432A9D2AE503D84EF969650D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.93.228.183
ReturnHeader/FilingSecurityInformation/IPDt02017-09-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm012:10:15
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461744151
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Intuitive Tax Solutions LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 1585
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Great Bend
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd067530
ReturnHeader/PreparerPersonGrp/PhoneNum06207962330
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Ellen N Mermis
ReturnHeader/ReturnTs02017-09-13T12:10:29-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-08-01
ReturnHeader/TaxPeriodEndDt02017-07-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.07$0.11$0.04
2024Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.18$0.20$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.18$0.02$0.17
2022Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.07$0.02$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.13$0.14$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.19$0.19$0.00
2019Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.26$0.25$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.12$0.18$0.06
2017Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.26$0.21$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.24$0.24$0.00
2015Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.24$0.32$0.08
2014Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.26$0.28$0.02
2013Summary only. Only limited summary data is available for this year.$1.63$0.00$0.42$0.37$0.05
2012Summary only. Only limited summary data is available for this year.$1.58$0.00$0.35$0.51$0.16