Civic Intelligence

Grace E Rourk Trust Midwest Trust Company

990EZ • Fiscal year 2014 • EIN 48-6269986

Nov 01, 2013 to Oct 31, 2014 • Filed on Dec 10, 2014

5901 College Boulevard SuiteRoom/Suite 10066211

(913) 319-0300

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2014

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2014

Net Margin

89th percentile

43%

Higher net margin than 89% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

79th percentile

$4,503

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 21.7% of source-year revenue.

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

55th percentile

2.8%

Faster asset growth than 55% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

91st percentile

91%

Faster revenue growth than 91% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$329,497

Up $8,831 (+2.8%) from 2013

Net Assets

Up

$329,497

Up $8,831 (+2.8%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$20,743

Up $9,863 (+91%) from 2013

Expenses

Up

$11,912

Up $1,177 (+11%) from 2013

Net Income

Up

$8,831

Up $8,686 (+5990%) from 2013

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $318,061Net Assets 2011: $318,0612011Assets 2012: $320,521Net Assets 2012: $320,5212012Assets 2013: $320,666Net Assets 2013: $320,6662013Assets 2014: $329,497Net Assets 2014: $329,4972014Assets 2015: $346,306Liabilities 2015: $0Net Assets 2015: $346,3062015Assets 2016: $345,782Liabilities 2016: $0Net Assets 2016: $345,7822016Assets 2017: $327,530Liabilities 2017: $0Net Assets 2017: $327,5302017Assets 2018: $343,837Liabilities 2018: $0Net Assets 2018: $343,8372018Assets 2019: $317,148Liabilities 2019: $02019Assets 2020: $296,941Liabilities 2020: $0Net Assets 2020: $296,9412020Assets 2021: $272,549Liabilities 2021: $0Net Assets 2021: $272,5492021Assets 2022: $301,223Liabilities 2022: $0Net Assets 2022: $301,2232022Assets 2023: $278,695Liabilities 2023: $0Net Assets 2023: $278,6952023Assets 2024: $291,029Liabilities 2024: $0Net Assets 2024: $291,0292024Assets 2025: $297,926Liabilities 2025: $0Net Assets 2025: $297,9262025

Highlighted filing

2014

Assets$329,497
Liabilities-
Net Assets$329,497

Operations Trend

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

$60K$40K$20K$0-$20K-$40KRevenue 2011: $16,806Expenses 2011: $11,464Net Income 2011: $5,3422011Revenue 2012: $13,719Expenses 2012: $11,258Net Income 2012: $2,4612012Revenue 2013: $10,880Expenses 2013: $10,735Net Income 2013: $1452013Revenue 2014: $20,743Expenses 2014: $11,912Net Income 2014: $8,8312014Revenue 2015: $28,985Expenses 2015: $12,176Net Income 2015: $16,8092015Revenue 2016: $12,541Expenses 2016: $13,065Net Income 2016: -$5242016Revenue 2017: $11,525Expenses 2017: $29,777Net Income 2017: -$18,2522017Revenue 2018: $30,011Expenses 2018: $13,704Net Income 2018: $16,3072018Revenue 2019: $20,069Expenses 2019: $46,757Net Income 2019: -$26,6882019Revenue 2020: $14,989Expenses 2020: $34,888Net Income 2020: -$19,8992020Revenue 2021: $14,697Expenses 2021: $39,138Net Income 2021: -$24,4412021Revenue 2022: $38,543Expenses 2022: $10,330Net Income 2022: $28,2132022Revenue 2023: $11,140Expenses 2023: $32,392Net Income 2023: -$21,2522023Revenue 2024: $43,825Expenses 2024: $31,369Net Income 2024: $12,4562024Revenue 2025: $41,214Expenses 2025: $34,419Net Income 2025: $6,7952025

Highlighted filing

2014

Revenue$20,743
Expenses$11,912
Net Income$8,831
Jump To
Filing Snapshot
Filing Period
Nov 1, 2013 to Oct 31, 2014
Signed
Dec 10, 2014
Return Version
2013v3.1
Gross Receipts
$75,313
Mission and Program Overview

Mission

It is determined that organizations receiving disbursements qualify (schedule a, part i, line 11) 1. The trust instrument specifies by name exempt organizations to receive disbursements. All organizations are to be organized for charitable, educational, religious, scientific, literary, etc. Purposes (as described in sections 170(b)(1)(a)(other than clauses(vii) and (viii) and 509(a)(1) of the internal revenue code) or a publicly supported organization (as described in section 509(a)(2)) of the internal revenue code). 2. The trust instrument provides for substitution of other exempt organizations (under irc section 509(a)(1) or 509(a)(2)) should a named organization cease to operate or lose its exempt status under the aforementioned irc sections. 3. Those organizations not found in publication 78 were requested to send a copy of the exemption letter (or if exemption letter not yet obtained, a copy of the application - form 1023, page 1), or a letter stating that the organization fulfill

Program Services

DescriptionGrantsExpenses
GRANTS TO SUPPORTED PUBLIC EXEMPT ORGANIZATIONS$6,734$6,734
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MIDWEST TRUST COMPANYTrustee-$4,503-$4,503
Filing and Contact Details

Filer

EIN
48-6269986

Signing Officer

Name
Midwest Trust
Title
Trustee
Signed
2014-12-10
Discuss with paid preparer
Yes

Preparer

Preparer
R Andrew Dunlap CPA
Phone
6203653125
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

See schedule a 10/30/2014 6,734 0 0

Form 990-ez, Part III

It is determined that organizations receiving disbursements qualify (schedule a, part i, line 11) 1. The trust instrument specifies by name exempt organizations to receive disbursements. All organizations are to be organized for charitable, educational, religious, scientific, literary, etc. Purposes (as described in sections 170(b)(1)(a)(other than clauses(vii) and (viii) and 509(a)(1) of the internal revenue code) or a publicly supported organization (as described in section 509(a)(2)) of the internal revenue code). 2. The trust instrument provides for substitution of other exempt organizations (under irc section 509(a)(1) or 509(a)(2)) should a named organization cease to operate or lose its exempt status under the aforementioned irc sections. 3. Those organizations not found in publication 78 were requested to send a copy of the exemption letter (or if exemption letter not yet obtained, a copy of the application - form 1023, page 1), or a letter stating that the organization fulfills the requirements of irc 509(a)(1) or 509(a)(2). All organizations have complied.

Raw XML Appendix136 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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IRS990EZ/BooksInCareOfDetail/PersonNm0MIDWEST TRUST COMPANY
IRS990EZ/BooksInCareOfDetail/PhoneNum09133190300
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine105901 COLLEGE BOU SUITE 100
IRS990EZ/BooksInCareOfDetail/USAddress/City0OVERLAND PARK
IRS990EZ/BooksInCareOfDetail/USAddress/State0KS
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode0662111503
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0320666
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt04503
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IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0IT IS DETERMINED THAT ORGANIZATIONS RECEIVING DISBURSEMENTS QUALIFY (SCHEDULE A, PART I, LINE 11) 1. THE TRUST INSTRUMENT SPECIFIES BY NAME EXEMPT ORGANIZATIONS TO RECEIVE DISBURSEMENTS. ALL ORGANIZATIONS ARE TO BE ORGANIZED FOR CHARITABLE, EDUCATIONAL, RELIGIOUS, SCIENTIFIC, LITERARY, ETC. PURPOSES (AS DESCRIBED IN SECTIONS 170(B)(1)(A)(OTHER THAN CLAUSES(VII) AND (VIII) AND 509(A)(1) OF THE INTERNAL REVENUE CODE) OR A PUBLICLY SUPPORTED ORGANIZATION (AS DESCRIBED IN SECTION 509(A)(2)) OF THE INTERNAL REVENUE CODE). 2. THE TRUST INSTRUMENT PROVIDES FOR SUBSTITUTION OF OTHER EXEMPT ORGANIZATIONS (UNDER IRC SECTION 509(A)(1) OR 509(A)(2)) SHOULD A NAMED ORGANIZATION CEASE TO OPERATE OR LOSE ITS EXEMPT STATUS UNDER THE AFOREMENTIONED IRC SECTIONS. 3. THOSE ORGANIZATIONS NOT FOUND IN PUBLICATION 78 WERE REQUESTED TO SEND A COPY OF THE EXEMPTION LETTER (OR IF EXEMPTION LETTER NOT YET OBTAINED, A COPY OF THE APPLICATION - FORM 1023, PAGE 1), OR A LETTER STATING THAT THE ORGANIZATION FULFILL
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0GRANTS TO SUPPORTED PUBLIC EXEMPT ORGANIZATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt06734
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IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt066071
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TotalExpensesAmt011912
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IRS990EZ/TotalRevenueAmt020743
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/CertificationInd0X
IRS990ScheduleA/Contribution35ControlledInd0false
IRS990ScheduleA/ContributionControllerInd0false
IRS990ScheduleA/ContributionFamilyInd0false
IRS990ScheduleA/SupportedOrganizationsTotalCnt04
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0486039689
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1237181647
IRS990ScheduleA/SupportedOrgInformationGrp/EIN2486045735
IRS990ScheduleA/SupportedOrgInformationGrp/EIN3480807456
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0false
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd1false
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd2false
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt06213
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt3208
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10CITY OF HUMBOLDT
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine11EPILEPSY FOUNDATION
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine12MOUNT HOPE CEMETERY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine13AMERICAN DIABETES ASSN
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine20CITY OF HUMBOLDT
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine21EPILEPSY FOUNDATION
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine22MOUNT HOPE CEMETERY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine23AMERICAN DIABETES ASSN
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd0true
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd3true
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd0true
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IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd2true
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd3true
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt06733
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SEE SCHEDULE A 10/30/2014 6,734 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1IT IS DETERMINED THAT ORGANIZATIONS RECEIVING DISBURSEMENTS QUALIFY (SCHEDULE A, PART I, LINE 11) 1. THE TRUST INSTRUMENT SPECIFIES BY NAME EXEMPT ORGANIZATIONS TO RECEIVE DISBURSEMENTS. ALL ORGANIZATIONS ARE TO BE ORGANIZED FOR CHARITABLE, EDUCATIONAL, RELIGIOUS, SCIENTIFIC, LITERARY, ETC. PURPOSES (AS DESCRIBED IN SECTIONS 170(B)(1)(A)(OTHER THAN CLAUSES(VII) AND (VIII) AND 509(A)(1) OF THE INTERNAL REVENUE CODE) OR A PUBLICLY SUPPORTED ORGANIZATION (AS DESCRIBED IN SECTION 509(A)(2)) OF THE INTERNAL REVENUE CODE). 2. THE TRUST INSTRUMENT PROVIDES FOR SUBSTITUTION OF OTHER EXEMPT ORGANIZATIONS (UNDER IRC SECTION 509(A)(1) OR 509(A)(2)) SHOULD A NAMED ORGANIZATION CEASE TO OPERATE OR LOSE ITS EXEMPT STATUS UNDER THE AFOREMENTIONED IRC SECTIONS. 3. THOSE ORGANIZATIONS NOT FOUND IN PUBLICATION 78 WERE REQUESTED TO SEND A COPY OF THE EXEMPTION LETTER (OR IF EXEMPTION LETTER NOT YET OBTAINED, A COPY OF THE APPLICATION - FORM 1023, PAGE 1), OR A LETTER STATING THAT THE ORGANIZATION FULFILLS THE REQUIREMENTS OF IRC 509(A)(1) OR 509(A)(2). ALL ORGANIZATIONS HAVE COMPLIED.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MIDWEST TRUST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-12-10
ReturnHeader/Filer/BusinessName/BusinessNameLine10GRACE E ROURK TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine20MIDWEST TRUST COMPANY
ReturnHeader/Filer/BusinessNameControlTxt0GRAC
ReturnHeader/Filer/EIN0486269986
ReturnHeader/Filer/USAddress/AddressLine105901 COLLEGE BOULEVARD SUITE
ReturnHeader/Filer/USAddress/AddressLine20ROOM/SUITE 100
ReturnHeader/Filer/USAddress/City0OVERLAND PARK
ReturnHeader/Filer/USAddress/State0KS
ReturnHeader/Filer/USAddress/ZIPCode066211
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203906022
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10JARRED GILMORE & PHILLIPS PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1016 W JACKSON AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0IOLA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0KS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode066749
ReturnHeader/PreparerPersonGrp/PhoneNum06203653125
ReturnHeader/PreparerPersonGrp/PreparationDt02014-12-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0R ANDREW DUNLAP CPA
ReturnHeader/ReturnTs02014-12-16T12:10:51-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-11-01
ReturnHeader/TaxPeriodEndDt02014-10-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.41$0.34$0.07
2024Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$0.44$0.31$0.12
2023Detailed filing. Detailed filing data is available for this year.$2.79$0.00$2.79$0.11$0.32$0.21
2022Detailed filing. Detailed filing data is available for this year.$3.01$0.00$3.01$0.39$0.10$0.28
2021Detailed filing. Detailed filing data is available for this year.$2.73$0.00$2.73$0.15$0.39$0.24
2020Detailed filing. Detailed filing data is available for this year.$2.97$0.00$2.97$0.15$0.35$0.20
2019Summary only. Only limited summary data is available for this year.$3.17$0.00$0.20$0.47$0.27
2018Detailed filing. Detailed filing data is available for this year.$3.44$0.00$3.44$0.30$0.14$0.16
2017Detailed filing. Detailed filing data is available for this year.$3.28$0.00$3.28$0.12$0.30$0.18
2016Detailed filing. Detailed filing data is available for this year.$3.46$0.00$3.46$0.13$0.13$0.01
2015Detailed filing. Detailed filing data is available for this year.$3.46$0.00$3.46$0.29$0.12$0.17
2014Detailed filing. Detailed filing data is available for this year.$3.29$3.29$0.21$0.12$0.09
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.21$3.21$0.11$0.11$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.21$3.21$0.14$0.11$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.18$3.18$0.17$0.11$0.05