Civic Intelligence

S Orlando Somers Trust

990PF • Fiscal year 2016 • EIN 48-6262499

Jan 01, 2016 to Dec 31, 2016 • Filed on Jun 02, 2017

Organization Profile
905 NW Cedar Creek LaneLees Summit, MO 64081-1822

(816) 765-5755

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

10th percentile

-66%

Higher net margin than 10% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

45th percentile

$6,424

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 11.9% of source-year revenue.

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

33rd percentile

-2.5%

Faster asset growth than 33% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

96th percentile

207%

Faster revenue growth than 96% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$1,414,914

Down $35,615 (-2.5%) from 2015

Net Assets

Down

$1,414,914

Down $35,615 (-2.5%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin10th percentile

Revenue

Up

$53,845

Up $36,307 (+207%) from 2015

Expenses

Up

$89,460

Up $80,156 (+862%) from 2015

Net Income

Down

-$35,615

Down $43,849 (-533%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$1.5M$1.0M$500K$0Assets 2011: $1,441,052Liabilities 2011: $10,000Net Assets 2011: $1,431,0522011Assets 2012: $1,387,094Liabilities 2012: $0Net Assets 2012: $1,387,0942012Assets 2013: $1,381,124Liabilities 2013: $0Net Assets 2013: $1,381,1242013Assets 2014: $1,442,295Liabilities 2014: $0Net Assets 2014: $1,442,2952014Assets 2015: $1,450,529Liabilities 2015: $0Net Assets 2015: $1,450,5292015Assets 2016: $1,414,914Liabilities 2016: $0Net Assets 2016: $1,414,9142016Assets 2017: $1,432,967Liabilities 2017: $0Net Assets 2017: $1,432,9672017Assets 2018: $1,461,970Liabilities 2018: $0Net Assets 2018: $1,461,9702018Assets 2019: $1,444,428Liabilities 2019: $0Net Assets 2019: $1,444,4282019Assets 2020: $1,354,878Liabilities 2020: $0Net Assets 2020: $1,354,8782020Assets 2021: $1,410,990Liabilities 2021: $0Net Assets 2021: $1,410,9902021Assets 2022: $1,368,802Liabilities 2022: $0Net Assets 2022: $1,368,8022022Assets 2023: $1,324,610Liabilities 2023: $0Net Assets 2023: $1,324,6102023Assets 2024: $1,310,791Liabilities 2024: $0Net Assets 2024: $1,310,7912024

Highlighted filing

2016

Assets$1,414,914
Liabilities$0
Net Assets$1,414,914
Open 2016 Filing

Operations Trend

Revenue Growth96th percentile

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

$200K$100K$0-$100KExpenses 2011: $73,8702011Expenses 2012: $69,0492012Revenue 2013: $69,103Expenses 2013: $75,073Net Income 2013: -$5,9702013Revenue 2014: $150,658Expenses 2014: $89,487Net Income 2014: $61,1712014Revenue 2015: $17,538Expenses 2015: $9,304Net Income 2015: $8,2342015Revenue 2016: $53,845Expenses 2016: $89,460Net Income 2016: -$35,6152016Revenue 2017: $90,167Expenses 2017: $72,988Net Income 2017: $17,1792017Revenue 2018: $108,639Expenses 2018: $78,546Net Income 2018: $30,0932018Revenue 2019: $67,832Expenses 2019: $85,374Net Income 2019: -$17,5422019Revenue 2020: -$17,939Expenses 2020: $72,151Net Income 2020: -$90,0902020Revenue 2021: $153,319Expenses 2021: $97,240Net Income 2021: $56,0792021Revenue 2022: $63,270Expenses 2022: $105,169Net Income 2022: -$41,8992022Revenue 2023: $40,192Expenses 2023: $84,133Net Income 2023: -$43,9412023Revenue 2024: $77,113Expenses 2024: $91,158Net Income 2024: -$14,0452024

Highlighted filing

2016

Revenue$53,845
Expenses$89,460
Net Income-$35,615
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jun 2, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay45th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
M WAYNE DAVIDSONTrustee-$6,424-$6,424
Filing and Contact Details

Filer

Filer Name
S Orlando Somers Trust
EIN
48-6262499
Phone
8167655755
Address
905 NW CEDAR CREEK LANE, LEES SUMMIT, MO 64081-1822

Signing Officer

Name
M Wayne Davidson
Title
Trustee
Phone
8167655755
Signed
2017-06-02
Discuss with paid preparer
Yes

Preparer

Firm
Pool & Associate Chartered
Address
528 Commercial St, Emporia, KS 66801
Preparer
Jon D Pool CPA
Phone
6202081040
Raw XML Appendix322 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.

Path#Value
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01256
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt01185570
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0EDWARD JONES INVESTMENTS
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-124
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0AMERN HIGH INCOME TRUST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1FT CAPITAL STRENGTH SER 26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2INCOME FUND OF AMERICA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3INVESCO GLB CORE EQUITY FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4FT MKT STRENGTH ALLOC SEL 16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5Capital Gains Dividends
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IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
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IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt066297
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt066758
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IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0461
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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0M WAYNE DAVIDSON
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0905 NW CEDAR CREEK LANE
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IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd00
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0M WAYNE DAVIDSON
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0905 NW CEDAR CREEK LANE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LEES SUMMIT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0640811822
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0KS
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum08167655755
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt081670
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0UMKC SCHOOL OF DENTISTRY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0650 EAST 25TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0KANSAS CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd064108
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt081670
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt017037
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt064633
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt066297
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt081670
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt049260
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt064633
TaxesSchedule/TaxesDetail/Amt0110
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0110
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0M WAYNE DAVIDSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08167655755
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-06-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0S ORLANDO SOMERS TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SORL
ReturnHeader/Filer/EIN0486262499
ReturnHeader/Filer/PhoneNum08167655755
ReturnHeader/Filer/USAddress/AddressLine1Txt0905 NW CEDAR CREEK LANE
ReturnHeader/Filer/USAddress/CityNm0LEES SUMMIT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd0640811822
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0304F02B6FA8E1B1CEB771EF2B1EC0312C8748140
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C6BDE2ADE03EB1521864C88C643A6AA25FD1EE68
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0199.188.57.234
ReturnHeader/FilingSecurityInformation/IPDt02017-06-02
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm011:12:50
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0460566004
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Pool & Associate Chartered
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0528 Commercial St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Emporia
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd066801
ReturnHeader/PreparerPersonGrp/PhoneNum06202081040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jon D Pool CPA
ReturnHeader/ReturnTs02017-07-07T11:39:44-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,414,914
Liabilities
$0
Net assets
$1,414,914
Revenue
$53,845
Expenses
$89,460
Net income
-$35,615
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.08$0.09$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.04$0.08$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.06$0.11$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.15$0.10$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.02$0.07$0.09
2019Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.07$0.09$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.11$0.08$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.09$0.07$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.05$0.09$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.02$0.01$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.15$0.09$0.06
2013Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.07$0.08$0.01
2012Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.07
2011Detailed filing. Detailed filing data is available for this year.$1.44$0.01$1.43$0.07