Civic Intelligence

Cassity-Peterson Charitable Trust

990PF • Fiscal year 2021 • EIN 48-6315541

Apr 01, 2020 to Mar 31, 2021 • Filed on Apr 20, 2021

Organization Profile
P O Box 315Valley Center, KS 67147

(316) 655-9174

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

2nd percentile

-3891%

Higher net margin than 2% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

24th percentile

-11%

Faster asset growth than 24% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

15th percentile

-55%

Faster revenue growth than 15% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$61,104

Down $7,316 (-11%) from 2020

Net Assets

$61,104

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin2nd percentile

Revenue

Down

$188

Down $230 (-55%) from 2020

Expenses

Down

$7,504

Down $100 (-1.3%) from 2020

Net Income

Down

-$7,316

Down $130 (-1.8%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

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

$150K$100K$50K$0Assets 2012: $104,282Liabilities 2012: $02012Assets 2013: $103,975Liabilities 2013: $02013Assets 2014: $93,957Liabilities 2014: $02014Assets 2015: $92,582Liabilities 2015: $02015Assets 2016: $89,913Liabilities 2016: $02016Assets 2020: $68,420Liabilities 2020: $02020Assets 2021: $61,104Liabilities 2021: $0Net Assets 2021: $61,1042021Assets 2022: $54,140Liabilities 2022: $0Net Assets 2022: $54,1402022Assets 2023: $48,604Liabilities 2023: $12023Assets 2024: $43,722Liabilities 2024: $12024

Highlighted filing

2021

Assets$61,104
Liabilities$0
Net Assets$61,104
Open 2021 Filing

Operations Trend

Revenue Growth15th percentile

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

$20K$10K$0-$10K-$20KRevenue 2012: $2,044Expenses 2012: $464Net Income 2012: $1,5802012Revenue 2013: $2,034Expenses 2013: $2,341Net Income 2013: -$3072013Revenue 2014: $1,223Expenses 2014: $11,241Net Income 2014: -$10,0182014Revenue 2015: $187Expenses 2015: $1,562Net Income 2015: -$1,3752015Revenue 2016: $185Expenses 2016: $2,854Net Income 2016: -$2,6692016Revenue 2020: $418Expenses 2020: $7,604Net Income 2020: -$7,1862020Revenue 2021: $188Expenses 2021: $7,504Net Income 2021: -$7,3162021Revenue 2022: $99Expenses 2022: $7,063Net Income 2022: -$6,9642022Revenue 2023: $165Expenses 2023: $5,701Net Income 2023: -$5,5362023Revenue 2024: $620Expenses 2024: $5,502Net Income 2024: -$4,8822024

Highlighted filing

2021

Revenue$188
Expenses$7,504
Net Income-$7,316
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2020 to Mar 31, 2021
Signed
Apr 20, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jeanne LeinenTrustee-$0--
Rodney E PetersonTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Cassity-Peterson Charitable Trust
EIN
48-6315541
Phone
3166559174
Address
P O Box 315, Valley Center, KS 67147

Signing Officer

Name
Jeanne Leinen
Title
Trustee
Signed
2021-04-20
Discuss with paid preparer
No

Preparer

Firm
Brent J Peterson CPA
Address
2856 Frontier Road, Canton, KS 67428
Preparer
Brent J Peterson
Phone
6206287940
Raw XML Appendix240 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0McPherson College
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1PBS Kansas
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2American Red Cross
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3The Salvation Army
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4First United Methodist Church Valley Center
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5American Cancer Society
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-20
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ReturnHeader/Filer/EIN0486315541
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ReturnHeader/Filer/USAddress/CityNm0Valley Center
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KS
ReturnHeader/Filer/USAddress/ZIPCd067147
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Brent J Peterson CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02856 Frontier Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Canton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd067428
ReturnHeader/PreparerPersonGrp/PhoneNum06206287940
ReturnHeader/PreparerPersonGrp/PreparationDt02021-04-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Brent J Peterson
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-04-20T12:51:33-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Jeanne Leinen
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Trustee
ReturnHeader/TaxPeriodBeginDt02020-04-01
ReturnHeader/TaxPeriodEndDt02021-03-31
ReturnHeader/TaxYr02020

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$61,104
Liabilities
$0
Net assets
$61,104
Revenue
$188
Expenses
$7,504
Net income
-$7,316
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Summary only. Only limited summary data is available for this year.$0.44$0.00$0.01$0.06$0.05
2023Summary only. Only limited summary data is available for this year.$0.49$0.00$0.00$0.06$0.06
2022Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$0.00$0.07$0.07
2021Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$0.00$0.08$0.07
2020Summary only. Only limited summary data is available for this year.$0.68$0.00$0.00$0.08$0.07
2016Summary only. Only limited summary data is available for this year.$0.90$0.00$0.00$0.03$0.03
2015Summary only. Only limited summary data is available for this year.$0.93$0.00$0.00$0.02$0.01
2014Summary only. Only limited summary data is available for this year.$0.94$0.00$0.01$0.11$0.10
2013Summary only. Only limited summary data is available for this year.$1.04$0.00$0.02$0.02$0.00
2012Summary only. Only limited summary data is available for this year.$1.04$0.00$0.02$0.00$0.02