Civic Intelligence

Herbert & Gertrude Henderson Scholarship Fund

990PF • Fiscal year 2017 • EIN 48-6322955

Jan 01, 2017 to Dec 31, 2017 • Filed on Mar 22, 2018

Organization Profile
P O Box BPaola, KS 66071

(913) 294-3811

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

58th percentile

6.7%

Higher net margin than 58% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

79th percentile

$2,830

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 12.7% of source-year revenue.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

48th percentile

0.3%

Faster asset growth than 48% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

90th percentile

78%

Faster revenue growth than 90% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$280,397

Up $857 (+0.3%) from 2016

Net Assets

Up

$280,397

Up $857 (+0.3%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin58th percentile

Revenue

Up

$22,291

Up $9,799 (+78%) from 2016

Expenses

Up

$20,801

Up $350 (+1.7%) from 2016

Net Income

Up

$1,490

Up $9,449 (+119%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$600K$400K$200K$0Assets 2010: $266,539Liabilities 2010: $0Net Assets 2010: $266,5392010Assets 2011: $248,839Liabilities 2011: $0Net Assets 2011: $248,8392011Assets 2012: $277,128Liabilities 2012: $0Net Assets 2012: $277,1282012Assets 2013: $281,113Liabilities 2013: $1Net Assets 2013: $281,1132013Assets 2014: $292,509Liabilities 2014: $1Net Assets 2014: $292,5092014Assets 2015: $287,226Liabilities 2015: $1Net Assets 2015: $287,2262015Assets 2016: $279,540Liabilities 2016: $0Net Assets 2016: $279,5402016Assets 2017: $280,397Liabilities 2017: $0Net Assets 2017: $280,3972017Assets 2018: $404,376Liabilities 2018: $0Net Assets 2018: $404,3762018Assets 2019: $394,953Liabilities 2019: $1Net Assets 2019: $394,9532019Assets 2020: $381,819Liabilities 2020: $1Net Assets 2020: $381,8192020Assets 2021: $407,618Liabilities 2021: $1Net Assets 2021: $407,6182021Assets 2022: $361,218Liabilities 2022: $1Net Assets 2022: $361,2182022Assets 2023: $348,871Liabilities 2023: $1Net Assets 2023: $348,8712023Assets 2024: $348,935Liabilities 2024: $0Net Assets 2024: $348,9352024

Highlighted filing

2017

Assets$280,397
Liabilities$0
Net Assets$280,397
Open 2017 Filing

Operations Trend

Revenue Growth90th percentile

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

$150K$100K$50K$0-$50K-$100KExpenses 2010: $13,7572010Expenses 2011: $18,0402011Expenses 2012: $14,5852012Revenue 2013: $21,460Expenses 2013: $17,551Net Income 2013: $3,9092013Revenue 2014: $31,280Expenses 2014: $19,959Net Income 2014: $11,3212014Revenue 2015: $14,759Expenses 2015: $20,238Net Income 2015: -$5,4792015Revenue 2016: $12,492Expenses 2016: $20,451Net Income 2016: -$7,9592016Revenue 2017: $22,291Expenses 2017: $20,801Net Income 2017: $1,4902017Revenue 2018: $148,260Expenses 2018: $25,129Net Income 2018: $123,1312018Revenue 2019: $14,117Expenses 2019: $30,031Net Income 2019: -$15,9142019Revenue 2020: $8,474Expenses 2020: $27,673Net Income 2020: -$19,1992020Revenue 2021: $55,441Expenses 2021: $30,529Net Income 2021: $24,9122021Revenue 2022: -$20,405Expenses 2022: $30,471Net Income 2022: -$50,8762022Revenue 2023: $14,940Expenses 2023: $28,343Net Income 2023: -$13,4032023Revenue 2024: $25,572Expenses 2024: $25,938Net Income 2024: -$3662024

Highlighted filing

2017

Revenue$22,291
Expenses$20,801
Net Income$1,490
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Mar 22, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$2,830-$2,830
Filing and Contact Details

Filer

Filer Name
Herbert & Gertrude Henderson
EIN
48-6322955
Phone
9132943811
Address
P O BOX B, PAOLA, KS 66071

Signing Officer

Name
First Option Bank
Title
Trustee
Phone
3163653125
Signed
2018-03-22
Discuss with paid preparer
Yes

Preparer

Firm
Jarred Gilmore & Phillips Pa
Address
16 W JACKSON AVE, IOLA, KS 66749
Preparer
R Andrew Dunlap CPA
Phone
6204316342
Raw XML Appendix364 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/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0356587
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0331898
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt016625
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.230091
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt016625
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt016625
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt016625
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt03
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt14
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt28
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0INTEREST INCOME USED AS A PRIMARY SOURCE FOR SCHOLARSHIPS
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1INCOME FROM STOCK & SECURITIES SAME AS 3 ABOVE
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt2GAIN FROM DISPOSITION OF SECURITIES SAME AS 3 ABOVE
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
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/IndividualWithBooksNm0FIRST OPTION BANK
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0702 BAPTISTE P O BOX B
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PAOLA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0KS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd066071
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0KS
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum09132592110
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0EDUCATIONAL FOUNDATION TO PROVIDE SCHOLARSHIPS TO STUDENTS AT ALLEN COMMUNITY COLLEGE - IOLA KANSAS (SEE INFORMATION ATTACHED)
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt016625
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0SEE SCHEDULE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0ALLEN COMMUNITY COLLEGE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum06203655116
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt01801 NORTH COTTONWOOD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0IOLA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0KS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd066749
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0SEE SCHEDULE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0APRIL 1ST FOR FALL SEMESTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt016625
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ALLEN COMMUNITY COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0ALLEN COMMUNITY COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0ONGOING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01801 N COTTONWOOD ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt01801 N COTTONWOOD ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0IOLA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0KS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd066749
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt016625
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt016625
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt019120
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt016625
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt019120
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt016625
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0410
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0410
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0993
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ACCRUED INCOME
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0389
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0389
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0633
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNLOCATED VARIANCES
TaxesSchedule/TaxesDetail/Amt05
TaxesSchedule/TaxesDetail/Amt1136
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL EXCISE ESTIMATES
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0FIRST OPTION BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03163653125
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-03-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HERBERT & GERTRUDE HENDERSON
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SCHOLARSHIP FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HERB
ReturnHeader/Filer/EIN0486322955
ReturnHeader/Filer/PhoneNum09132943811
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX B
ReturnHeader/Filer/USAddress/CityNm0PAOLA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KS
ReturnHeader/Filer/USAddress/ZIPCd066071
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0BB5336B3227C733679363812981D48350B581DE9
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId01000ADD41EC0EE3DA3C074EE5C431EE05957A9AE
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0199.96.168.138
ReturnHeader/FilingSecurityInformation/IPDt02018-04-04
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm012:10:29
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203906022
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JARRED GILMORE & PHILLIPS PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt016 W JACKSON AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0IOLA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd066749
ReturnHeader/PreparerPersonGrp/PhoneNum06204316342
ReturnHeader/PreparerPersonGrp/PreparationDt02018-04-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0R ANDREW DUNLAP CPA
ReturnHeader/ReturnTs02018-04-04T12:10:29-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$280,397
Liabilities
$0
Net assets
$280,397
Revenue
$22,291
Expenses
$20,801
Net income
$1,490
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.49$0.00$3.49$0.26$0.26$0.00
2023Detailed filing. Detailed filing data is available for this year.$3.49$0.00$3.49$0.15$0.28$0.13
2022Detailed filing. Detailed filing data is available for this year.$3.61$0.00$3.61$0.20$0.30$0.51
2021Detailed filing. Detailed filing data is available for this year.$4.08$0.00$4.08$0.55$0.31$0.25
2020Detailed filing. Detailed filing data is available for this year.$3.82$0.00$3.82$0.08$0.28$0.19
2019Detailed filing. Detailed filing data is available for this year.$3.95$0.00$3.95$0.14$0.30$0.16
2018Detailed filing. Detailed filing data is available for this year.$4.04$0.00$4.04$1.48$0.25$1.23
2017Detailed filing. Detailed filing data is available for this year.$2.80$0.00$2.80$0.22$0.21$0.01
2016Detailed filing. Detailed filing data is available for this year.$2.80$0.00$2.80$0.12$0.20$0.08
2015Detailed filing. Detailed filing data is available for this year.$2.87$0.00$2.87$0.15$0.20$0.05
2014Detailed filing. Detailed filing data is available for this year.$2.93$0.00$2.93$0.31$0.20$0.11
2013Detailed filing. Detailed filing data is available for this year.$2.81$0.00$2.81$0.21$0.18$0.04
2012Detailed filing. Detailed filing data is available for this year.$2.77$0.00$2.77$0.15
2011Detailed filing. Detailed filing data is available for this year.$2.49$0.00$2.49$0.18
2010Detailed filing. Detailed filing data is available for this year.$2.67$0.00$2.67$0.14