Civic Intelligence

Sibyl Martin Trust UW FBO Henderson S & Sarah G Martin

990PF • Fiscal year 2024 • EIN 48-6235096

Jul 01, 2023 to Jun 30, 2024 • Filed on Oct 17, 2024

Organization Profile
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

61st percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Net Margin

5th percentile

-172%

Higher net margin than 5% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Top Officer Pay

82nd percentile

$2,966

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 17.1% of source-year revenue.

2024 filings • <$500k nonprofits • Source year 2024

Asset Growth

33rd percentile

-8.1%

Faster asset growth than 33% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

41st percentile

-2.7%

Faster revenue growth than 41% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$337,973

Down $29,766 (-8.1%) from 2023

Net Assets

Down

$337,973

Down $29,766 (-8.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin5th percentile

Revenue

Down

$17,394

Down $484 (-2.7%) from 2023

Expenses

Up

$47,259

Up $40,706 (+621%) from 2023

Net Income

Down

-$29,865

Down $41,190 (-364%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$400K$300K$200K$100K$0Assets 2012: $341,484Liabilities 2012: $02012Assets 2013: $346,787Liabilities 2013: $02013Assets 2014: $393,341Liabilities 2014: $02014Assets 2015: $395,299Liabilities 2015: $02015Assets 2016: $378,826Liabilities 2016: $02016Assets 2018: $380,891Liabilities 2018: $0Net Assets 2018: $380,8912018Assets 2020: $353,921Liabilities 2020: $02020Assets 2021: $362,571Liabilities 2021: $0Net Assets 2021: $362,5712021Assets 2022: $356,758Liabilities 2022: $0Net Assets 2022: $356,7582022Assets 2023: $367,739Liabilities 2023: $0Net Assets 2023: $367,7392023Assets 2024: $337,973Liabilities 2024: $0Net Assets 2024: $337,9732024Assets 2025: $329,668Liabilities 2025: $0Net Assets 2025: $329,6682025

Highlighted filing

2024

Assets$337,973
Liabilities$0
Net Assets$337,973
Open 2024 Filing

Operations Trend

Revenue Growth41st percentile

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

$100K$50K$0-$50KRevenue 2012: $15,596Expenses 2012: $26,024Net Income 2012: -$10,4282012Revenue 2013: $32,795Expenses 2013: $27,391Net Income 2013: $5,4042013Revenue 2014: $74,586Expenses 2014: $27,911Net Income 2014: $46,6752014Revenue 2015: $28,497Expenses 2015: $26,803Net Income 2015: $1,6942015Revenue 2016: $10,336Expenses 2016: $26,781Net Income 2016: -$16,4452016Revenue 2018: $32,088Expenses 2018: $26,503Net Income 2018: $5,5852018Revenue 2020: $10,857Expenses 2020: $25,435Net Income 2020: -$14,5782020Revenue 2021: $34,280Expenses 2021: $25,632Net Income 2021: $8,6482021Revenue 2022: $23,116Expenses 2022: $28,928Net Income 2022: -$5,8122022Revenue 2023: $17,878Expenses 2023: $6,553Net Income 2023: $11,3252023Revenue 2024: $17,394Expenses 2024: $47,259Net Income 2024: -$29,8652024Revenue 2025: $17,354Expenses 2025: $25,622Net Income 2025: -$8,2682025

Highlighted filing

2024

Revenue$17,394
Expenses$47,259
Net Income-$29,865
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 17, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$2,966-$2,966
Filing and Contact Details

Filer

Filer Name
Martin Charitable Trust
EIN
48-6235096
Phone
9133190300
Address
5901 COLLEGE BOULEVARD SUITE 100, OVERLAND PARK, KS 66211-1503

Signing Officer

Name
David B Yost
Title
President
Phone
9133190300
Signed
2024-10-17
Discuss with paid preparer
Yes

Preparer

Firm
Kpmg Llp
Address
ONE FINANCIAL PLAZA SUITE 2300, PROVIDENCE, RI 02903
Preparer
Lyle J Mohler
Phone
4012282600
Raw XML Appendix306 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12070.256 SHS ARTISAN HIGH INCO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0400657
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt07023
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt02977
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc180. ISHARES RUSSELL MIDCAP VALUE INDEX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-04-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-04-02
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt099
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0337973
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IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt020182
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IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt06147
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
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IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt018683
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt036002
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt017022
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt019727
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt018683
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FEDERAL TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0162
OtherIncreasesSchedule/OtherIncreasesDetail/Amt083
OtherIncreasesSchedule/OtherIncreasesDetail/Amt116
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0MUTUAL FUND TIMING DIFFERENCE
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1ROC ADJUSTMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02966
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMNT MNGMNT FEES (NON-DED
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02966
TaxesSchedule/TaxesDetail/Amt05229
TaxesSchedule/TaxesDetail/Amt1192
TaxesSchedule/TaxesDetail/Amt2109
TaxesSchedule/TaxesDetail/Amt392
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/TaxesDetail/CategoryTxt3FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt30
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt2109
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt392
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID B YOST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09133190300
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARTIN CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0MART
ReturnHeader/Filer/EIN0486235096
ReturnHeader/Filer/PhoneNum09133190300
ReturnHeader/Filer/USAddress/AddressLine1Txt05901 COLLEGE BOULEVARD SUITE 100
ReturnHeader/Filer/USAddress/CityNm0OVERLAND PARK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KS
ReturnHeader/Filer/USAddress/ZIPCd0662111503
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0135565207
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KPMG LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE FINANCIAL PLAZA SUITE 2300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PROVIDENCE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0RI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002903
ReturnHeader/PreparerPersonGrp/PhoneNum04012282600
ReturnHeader/PreparerPersonGrp/PreparationDt02024-10-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LYLE J MOHLER
ReturnHeader/ReturnTs02024-10-17T16:01:12-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$337,973
Liabilities
$0
Net assets
$337,973
Revenue
$17,394
Expenses
$47,259
Net income
-$29,865
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.30$0.00$3.30$0.17$0.26$0.08
2024Detailed filing. Detailed filing data is available for this year.$3.38$0.00$3.38$0.17$0.47$0.30
2023Detailed filing. Detailed filing data is available for this year.$3.68$0.00$3.68$0.18$0.07$0.11
2022Detailed filing. Detailed filing data is available for this year.$3.57$0.00$3.57$0.23$0.29$0.06
2021Detailed filing. Detailed filing data is available for this year.$3.63$0.00$3.63$0.34$0.26$0.09
2020Summary only. Only limited summary data is available for this year.$3.54$0.00$0.11$0.25$0.15
2018Detailed filing. Detailed filing data is available for this year.$3.81$0.00$3.81$0.32$0.27$0.06
2016Summary only. Only limited summary data is available for this year.$3.79$0.00$0.10$0.27$0.16
2015Summary only. Only limited summary data is available for this year.$3.95$0.00$0.28$0.27$0.02
2014Summary only. Only limited summary data is available for this year.$3.93$0.00$0.75$0.28$0.47
2013Summary only. Only limited summary data is available for this year.$3.47$0.00$0.33$0.27$0.05
2012Summary only. Only limited summary data is available for this year.$3.41$0.00$0.16$0.26$0.10
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2024 filings • <$500k nonprofits