Civic Intelligence

Morris Fingersh Scholarship Fund C/O Valley View Financial Group Trust Co

990PF • Fiscal year 2017 • EIN 48-6235742

Jan 01, 2017 to Dec 31, 2017 • Filed on May 09, 2018

Organization Profile
Sec Trust Inv 5901 College BlvdOverland Park, KS 66211

(913) 319-0350

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

81st percentile

26%

Higher net margin than 81% of similar nonprofits.

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

Top Officer Pay

78th percentile

$1,707

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 14.8% of source-year revenue.

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

Asset Growth

52nd percentile

2.2%

Faster asset growth than 52% of similar nonprofits.

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

Revenue Growth

94th percentile

144%

Faster revenue growth than 94% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$140,478

Up $2,976 (+2.2%) from 2016

Net Assets

Up

$140,478

Up $2,976 (+2.2%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin81st percentile

Revenue

Up

$11,560

Up $6,822 (+144%) from 2016

Expenses

Down

$8,584

Down $242 (-2.7%) from 2016

Net Income

Up

$2,976

Up $7,064 (+173%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$150K$100K$50K$0Assets 2011: $142,940Liabilities 2011: $12011Assets 2012: $140,232Liabilities 2012: $0Net Assets 2012: $140,2322012Assets 2013: $141,481Liabilities 2013: $0Net Assets 2013: $141,4812013Assets 2014: $143,720Liabilities 2014: $0Net Assets 2014: $143,7202014Assets 2015: $141,589Liabilities 2015: $0Net Assets 2015: $141,5892015Assets 2016: $137,502Liabilities 2016: $0Net Assets 2016: $137,5022016Assets 2017: $140,478Liabilities 2017: $0Net Assets 2017: $140,4782017Assets 2018: $141,908Liabilities 2018: $0Net Assets 2018: $141,9082018Assets 2019: $136,727Liabilities 2019: $02019Assets 2020: $137,592Liabilities 2020: $0Net Assets 2020: $137,5922020Assets 2021: $136,097Liabilities 2021: $0Net Assets 2021: $136,0972021Assets 2022: $125,161Liabilities 2022: $0Net Assets 2022: $125,1612022Assets 2023: $123,969Liabilities 2023: $0Net Assets 2023: $123,9692023Assets 2024: $122,511Liabilities 2024: $0Net Assets 2024: $122,5112024

Highlighted filing

2017

Assets$140,478
Liabilities$0
Net Assets$140,478
Open 2017 Filing

Operations Trend

Revenue Growth94th percentile

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

$20K$10K$0-$10K-$20KRevenue 2011: $2,408Expenses 2011: $9,912Net Income 2011: -$7,5042011Expenses 2012: $8,1052012Revenue 2013: $5,877Expenses 2013: $5,823Net Income 2013: $542013Revenue 2014: $9,641Expenses 2014: $7,402Net Income 2014: $2,2392014Revenue 2015: $9,143Expenses 2015: $11,274Net Income 2015: -$2,1312015Revenue 2016: $4,738Expenses 2016: $8,826Net Income 2016: -$4,0882016Revenue 2017: $11,560Expenses 2017: $8,584Net Income 2017: $2,9762017Revenue 2018: $3,692Expenses 2018: $2,262Net Income 2018: $1,4302018Revenue 2019: $4,864Expenses 2019: $9,903Net Income 2019: -$5,0392019Revenue 2020: $7,717Expenses 2020: $6,899Net Income 2020: $8182020Revenue 2021: $10,546Expenses 2021: $12,051Net Income 2021: -$1,5052021Revenue 2022: $2,862Expenses 2022: $13,768Net Income 2022: -$10,9062022Revenue 2023: $3,673Expenses 2023: $4,835Net Income 2023: -$1,1622023Revenue 2024: $6,774Expenses 2024: $8,206Net Income 2024: -$1,4322024

Highlighted filing

2017

Revenue$11,560
Expenses$8,584
Net Income$2,976
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 9, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SECURITY TRUST INVESTMENTSTrustee-$1,707-$1,707
Filing and Contact Details

Filer

Filer Name
Morris Fingersh Scholarship Fund
EIN
48-6235742
Phone
9133190350
Address
SEC TRUST INV 5901 COLLEGE BLVD, OVERLAND PARK, KS 66211

Signing Officer

Name
Carrie Demaria
Title
Trust Officer
Signed
2018-05-09
Discuss with paid preparer
Yes

Preparer

Firm
OFlynn & Bihuniak Chartered
Address
9404 Reeds Rd, Overland Park, KS 66207
Preparer
Meridith Bihuniak
Phone
9136486828
Raw XML Appendix308 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/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt05901 COLLEGE BOULEVARD SUITE 100
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0OVERLAND PARK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0KS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0662111503
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0KS
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0SECURITY TRUST & INVESTMENTS
IRS990PF/StatementsRegardingActyGrp/PhoneNum09133190350
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0THE SELECTION COMMITTEE WILL EITHER MAKE AVAILABLE TO THE GENERAL PUBLIC PRINTED APPLICATIONS AND NOMINATION FORMS OR WILL REQUEST THAT INTERESTED PERSONS SUBMIT A BRIEF WRITTEN STATEMENT PREPARED AND SUBMITTED BY OR ON BEHALF OF A NOMINEE OR APPLICANT. THE FORM OR WRITTEN STATEMENT SHOULD CONTAIN INFORMATION CONCERNING NEED FOR FINANCIAL ASSISTANCE, AVAILABILITY OF OTHER FINANCIAL RESOURCES, DESIRE TO ATTEND THE HEBREW ACADEMY OF GREATER KANSAS CITY, ACADEMIC PERFORMANCE, CONTRIBUTIONS BY THE APPLICANT OR NOMINEE TO THE STUDENT COMMUNITY AND SIMILAR MATTERS RELEVANT TO THE SELECTION PROCESS.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0MR GARY HEDBERG
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum09133278153
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt05801 W 115 STREET
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0OVERLAND PARK
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0KS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd066211
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0THERE ARE NO LIMITATIONS OR RESTRICTIONS ON THE CLASS OF PERSONS WHO ARE ELIGIBLE RECIPIENTS, WITH THE EXCEPTION THAT ALL APPLICANTS OR NOMINEES MUST EITHER BE PRESENT STUDENTS OF THE HEBREW ACADEMY OF GREATHER KANSAS CITY OR APPLICANTS FOR ENROLLMENT AT THE HEBREW ACADEMY, AND WITH THE FURTHER EXCEPTION, THAT NO RECIPIENT SHALL BE RELATED TO A SELECTION COMMITTE MEMBER IN SUCH A WAY THAT THE COMMITTEE MEMBER HAS A LEGAL OBLIGATION TO SUPPORT THE RECIPIENT. THE HEBREW ACADEMY HAS A RACIALLY NON-DISCRIMINATORY ADMISSIONS POLICY, AND RACE SHALL NOT BE A FACTOR FOR CONSIDERATION BY THE COMMITTEE IN MAKING ITS DECISION WHETHER TO AWARD A SCHOLARSHIP.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0MAY 31 ANNUALLY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt06500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0HYMAN BRAND HEBREW ACADEMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt05801 W 115TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0OVERLAND PARK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0KS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd066211
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt06500
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
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt06679
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt027
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt07175
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt06706
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0496
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt027
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0130
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0INCOME RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0142
TaxesSchedule/TaxesDetail/Amt027
TaxesSchedule/TaxesDetail/CategoryTxt02016 990-PF BALANCE DUE
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CARRIE DEMARIA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MORRIS FINGERSH SCHOLARSHIP FUND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt011920000034
ReturnHeader/Filer/BusinessNameControlTxt0MORR
ReturnHeader/Filer/EIN0486235742
ReturnHeader/Filer/PhoneNum09133190350
ReturnHeader/Filer/USAddress/AddressLine1Txt0SEC TRUST INV 5901 COLLEGE BLVD
ReturnHeader/Filer/USAddress/CityNm0OVERLAND PARK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KS
ReturnHeader/Filer/USAddress/ZIPCd066211
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0480986156
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0OFlynn & Bihuniak Chartered
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09404 Reeds Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Overland Park
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd066207
ReturnHeader/PreparerPersonGrp/PhoneNum09136486828
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MERIDITH BIHUNIAK
ReturnHeader/ReturnTs02018-05-09T07:11:12-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$140,478
Liabilities
$0
Net assets
$140,478
Revenue
$11,560
Expenses
$8,584
Net income
$2,976
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.07$0.08$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.24$0.00$1.24$0.04$0.05$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.03$0.14$0.11
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.36$0.00$1.36$0.11$0.12$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.38$0.00$1.38$0.08$0.07$0.01
2019Summary only. Only limited summary data is available for this year.$1.37$0.00$0.05$0.10$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.42$0.00$1.42$0.04$0.02$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.12$0.09$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.05$0.09$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.09$0.11$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.10$0.07$0.02
2013Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.06$0.06$0.00
2012Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.08
2011Summary only. Only limited summary data is available for this year.$1.43$0.00$0.02$0.10$0.08