Civic Intelligence

S Orlando Somers Trust

990PF • Fiscal year 2018 • EIN 48-6262499

Jan 01, 2018 to Dec 31, 2018 • Filed on Jun 06, 2019

Organization Profile
4100 W 85th St Apt 1601Prairie Village, KS 66206-2173

(816) 765-5755

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

80th percentile

28%

Higher net margin than 80% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

56th percentile

2.0%

Faster asset growth than 56% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

74th percentile

20%

Faster revenue growth than 74% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$1,461,970

Up $29,003 (+2.0%) from 2017

Net Assets

Up

$1,461,970

Up $29,003 (+2.0%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin80th percentile

Revenue

Up

$108,639

Up $18,472 (+20%) from 2017

Expenses

Up

$78,546

Up $5,558 (+7.6%) from 2017

Net Income

Up

$30,093

Up $12,914 (+75%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth56th 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

2018

Assets$1,461,970
Liabilities$0
Net Assets$1,461,970
Open 2018 Filing

Operations Trend

Revenue Growth74th 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

2018

Revenue$108,639
Expenses$78,546
Net Income$30,093
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jun 6, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
M WAYNE DAVIDSONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
S Orlando Somers Trust
EIN
48-6262499
Phone
8167655755
Address
4100 W 85TH ST APT 1601, PRAIRIE VILLAGE, KS 66206-2173

Signing Officer

Name
M Wayne Davidson
Title
Trustee
Phone
8167655755
Signed
2019-06-06
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 Appendix286 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/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt015771
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt054729
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt070885
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt070500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt055114
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt054729
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01090
OtherDecreasesSchedule/OtherDecreasesDetail/Desc02017 NON DIVIDEND DISTRIBUTIONS
TaxesSchedule/TaxesDetail/Amt0239
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0239
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0M WAYNE DAVIDSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08167655755
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-06-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0S ORLANDO SOMERS TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SORL
ReturnHeader/Filer/EIN0486262499
ReturnHeader/Filer/PhoneNum08167655755
ReturnHeader/Filer/USAddress/AddressLine1Txt04100 W 85TH ST APT 1601
ReturnHeader/Filer/USAddress/CityNm0PRAIRIE VILLAGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KS
ReturnHeader/Filer/USAddress/ZIPCd0662062173
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0724227B1F582B858A51E9DA19A1F2D2956356DDB
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00E4C15207DC127BDB52450F77D4060F40C3F1AE4
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0199.188.57.234
ReturnHeader/FilingSecurityInformation/IPDt02019-06-06
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm010:24:51
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/ReturnTs02019-06-27T08:55:52-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,461,970
Liabilities
$0
Net assets
$1,461,970
Revenue
$108,639
Expenses
$78,546
Net income
$30,093
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