Civic Intelligence

Cassity-Peterson Charitable Trust

990PF • Fiscal year 2024 • EIN 48-6315541

Apr 01, 2023 to Mar 31, 2024 • Filed on Apr 16, 2024

Organization Profile
PO 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

61st percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Net Margin

2nd percentile

-787%

Higher net margin than 2% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • <$500k nonprofits • Source year 2024

Asset Growth

31st percentile

-10%

Faster asset growth than 31% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

96th percentile

276%

Faster revenue growth than 96% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Flat

$43,722

Flat from 2024

Net Assets

$43,722

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2024

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin2nd percentile

Revenue

Flat

$620

Flat from 2024

Expenses

Flat

$5,502

Flat from 2024

Net Income

Flat

-$4,882

Flat from 2024

Historical Trend

Balance Sheet Trend

Asset Growth31st 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: $0Net Assets 2024: $43,7222024Assets 2024: $43,722Liabilities 2024: $12024

Highlighted filing

2024

Assets$43,722
Liabilities$0
Net Assets$43,722
Open 2024 Filing

Operations Trend

Revenue Growth96th 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: -$4,8822024Revenue 2024: $620Expenses 2024: $5,502Net Income 2024: -$4,8822024

Highlighted filing

2024

Revenue$620
Expenses$5,502
Net Income-$4,882
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2023 to Mar 31, 2024
Signed
Apr 16, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay79th 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
PO Box 315, Valley Center, KS 67147

Signing Officer

Name
Jeanne Leinen
Title
Trustee
Signed
2024-04-16
Discuss with paid preparer
Yes

Preparer

Firm
Jeanne I Leinen
Address
718 W 93rd St North, Valley Center, KS 67147
Preparer
Jeanne Leinen
Phone
3166559174
Raw XML Appendix210 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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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt046038
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0691
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt02267
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt045347
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt046038
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IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt05500
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IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0718 WEST 93RD ST NORTH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0VALLEY CENTER
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IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Jeanne Leinen
IRS990PF/StatementsRegardingActyGrp/PhoneNum03166559174
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01600 E Euclid St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt111931 W Central Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0McPherson
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt05500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02258
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt03808
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt04300
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt03520
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt018073
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt03242
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt03203
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt03808
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt04300
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt03520
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt05500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt03242
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt018073
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt014831
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
TaxesSchedule/TaxesDetail/Amt02
TaxesSchedule/TaxesDetail/CategoryTxt0Federal Tax
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jeanne Leinen
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Cassity-Peterson Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0CASS
ReturnHeader/Filer/EIN0486315541
ReturnHeader/Filer/PhoneNum03166559174
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 315
ReturnHeader/Filer/USAddress/CityNm0Valley Center
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KS
ReturnHeader/Filer/USAddress/ZIPCd067147
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Jeanne I Leinen
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0718 W 93rd St North
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Valley Center
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd067147
ReturnHeader/PreparerPersonGrp/PhoneNum03166559174
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeanne Leinen
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-04-16T09:50:00-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Jeanne
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Leinen
ReturnHeader/TaxPeriodBeginDt02023-04-01
ReturnHeader/TaxPeriodEndDt02024-03-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$43,722
Liabilities
$0
Net assets
$43,722
Revenue
$620
Expenses
$5,502
Net income
-$4,882
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.01$0.06$0.05
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
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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