Civic Intelligence

Claude and Donalda Stauth Foundation

990PF • Fiscal year 2023 • EIN 48-6334425

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 07, 2024

Organization Profile
PO Box 396Montezuma, KS 67867

(620) 846-2527

Siviq Scores

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

Liabilities / Assets

40th percentile

0.00x

Higher debt load relative to assets than 40% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

51st percentile

0.04x

Higher debt load relative to revenue than 51% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

65th percentile

13%

Higher net margin than 65% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

57th percentile

$34,000

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 14.4% of source-year revenue.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

46th percentile

1.1%

Faster asset growth than 46% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

85th percentile

63%

Faster revenue growth than 85% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$3,384,468

Up $37,796 (+1.1%) from 2022

Net Assets

Up

$3,373,898

Up $29,925 (+0.9%) from 2022

Liabilities

Up

$10,570

Up $7,871 (+292%) from 2022

Revenue And Expenses
Liabilities / Revenue51st percentileNet Margin65th percentile

Revenue

Up

$236,863

Up $91,760 (+63%) from 2022

Expenses

Down

$206,939

Down $39,263 (-16%) from 2022

Net Income

Up

$29,924

Up $131,023 (+130%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MAssets 2010: $3,240,133Liabilities 2010: $1,461Net Assets 2010: $3,238,6722010Assets 2011: $3,172,305Liabilities 2011: -$78Net Assets 2011: $3,172,3832011Assets 2012: $3,148,580Liabilities 2012: $97Net Assets 2012: $3,148,4832012Assets 2013: $3,010,017Liabilities 2013: $147Net Assets 2013: $3,009,8702013Assets 2014: $3,025,764Liabilities 2014: $107Net Assets 2014: $3,025,6572014Assets 2015: $2,847,892Liabilities 2015: $0Net Assets 2015: $2,847,8922015Assets 2016: $2,690,722Liabilities 2016: $0Net Assets 2016: $2,690,7222016Assets 2017: $2,634,890Liabilities 2017: $0Net Assets 2017: $2,634,8902017Assets 2018: $2,641,936Liabilities 2018: $0Net Assets 2018: $2,641,9362018Assets 2019: $2,524,140Liabilities 2019: $0Net Assets 2019: $2,524,1402019Assets 2020: $2,591,187Liabilities 2020: $0Net Assets 2020: $2,591,1872020Assets 2021: $3,448,637Liabilities 2021: $3,562Net Assets 2021: $3,445,0752021Assets 2022: $3,346,672Liabilities 2022: $2,699Net Assets 2022: $3,343,9732022Assets 2023: $3,384,468Liabilities 2023: $10,570Net Assets 2023: $3,373,8982023Assets 2024: $3,757,533Liabilities 2024: $10,674Net Assets 2024: $3,746,8592024

Highlighted filing

2023

Assets$3,384,468
Liabilities$10,570
Net Assets$3,373,898
Open 2023 Filing

Operations Trend

Revenue Growth85th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $274,2542010Expenses 2011: $286,6062011Expenses 2012: $333,4092012Revenue 2013: $221,040Expenses 2013: $359,655Net Income 2013: -$138,6152013Revenue 2014: $356,127Expenses 2014: $340,339Net Income 2014: $15,7882014Revenue 2015: $182,341Expenses 2015: $360,109Net Income 2015: -$177,7682015Revenue 2016: $154,643Expenses 2016: $311,814Net Income 2016: -$157,1712016Revenue 2017: $289,187Expenses 2017: $345,019Net Income 2017: -$55,8322017Revenue 2018: $376,880Expenses 2018: $369,830Net Income 2018: $7,0502018Revenue 2019: $197,179Expenses 2019: $314,975Net Income 2019: -$117,7962019Revenue 2020: $326,272Expenses 2020: $259,225Net Income 2020: $67,0472020Revenue 2021: $1,106,769Expenses 2021: $252,881Net Income 2021: $853,8882021Revenue 2022: $145,103Expenses 2022: $246,202Net Income 2022: -$101,0992022Revenue 2023: $236,863Expenses 2023: $206,939Net Income 2023: $29,9242023Revenue 2024: $624,928Expenses 2024: $251,967Net Income 2024: $372,9612024

Highlighted filing

2023

Revenue$236,863
Expenses$206,939
Net Income$29,924
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 7, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Heather UrichExecutive DirectorFT$34,000-$34,000
Dan LovePresident-$0--
Debra WallSecretary-$0--
Kevin RedgerDirector-$0--
Kim SkinnerDirector-$0--
Filing and Contact Details

Filer

Filer Name
Claude and Donalda Stauth Foundation
EIN
48-6334425
Phone
6208462527
Address
PO Box 396, Montezuma, KS 67867

Signing Officer

Name
Dan Love
Title
President
Phone
6208462527
Signed
2024-11-07
Discuss with paid preparer
Yes

Preparer

Firm
Kennedy McKee & Company LLP
Address
PO Box 1477, Dodge City, KS 67801-1477
Preparer
John Hendrickson
Phone
6202273135
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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/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0115500
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0171
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionAmt011717
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionCd016
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt030
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd003
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0203766
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0203766
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01067
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01066
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02133
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt037231
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0115500
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt033490
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt0510
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt034000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt016411
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnAdjNetIncmAmt051035
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt051035
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt076348
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt076348
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt076348
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt029924
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsAdjNetIncmAmt028403
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt025985
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt028403
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0721486
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt0171
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0171
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0171
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0115500
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0173390
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt011717
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt024454
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt024454
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt08832
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt023388
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt014684
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt028634
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt041066
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt069700
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt030
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt030
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt030
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt02002
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt088
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt02002
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02090
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0104952
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt067721
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt096704
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt044644
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0206939
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0218034
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0236863
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt067721
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt096704
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt044644
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0206939
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt0139
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt0139
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02019-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12019-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt058746
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1547240
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-3800
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1118374
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2926
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-3800
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1118374
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2926
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt054946
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1665614
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2926
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Edward Jones
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Stone Wealth Mgmt
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2Capital Gains Dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02023-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12023-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0115500
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt029924
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03373898
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03343973
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03373898
IRS990PF/DistributableAmountGrp/Sect4942j3j5FndtnAndFrgnOrgInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptOperatingFoundationsInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/NotApplicableCd0N/A
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RulingLetterDt02005-11-01
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt03854536
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt04366890
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt04366890
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt02
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt02
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt02

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,384,468
Liabilities
$10,570
Net assets
$3,373,898
Revenue
$236,863
Expenses
$206,939
Net income
$29,924
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.76$0.01$3.75$0.62$0.25$0.37
2023Detailed filing. Detailed filing data is available for this year.$3.38$0.01$3.37$0.24$0.21$0.03
2022Detailed filing. Detailed filing data is available for this year.$3.35$0.00$3.34$0.15$0.25$0.10
2021Detailed filing. Detailed filing data is available for this year.$3.45$0.00$3.45$1.11$0.25$0.85
2020Detailed filing. Detailed filing data is available for this year.$2.59$0.00$2.59$0.33$0.26$0.07
2019Detailed filing. Detailed filing data is available for this year.$2.52$0.00$2.52$0.20$0.31$0.12
2018Detailed filing. Detailed filing data is available for this year.$2.64$0.00$2.64$0.38$0.37$0.01
2017Detailed filing. Detailed filing data is available for this year.$2.63$0.00$2.63$0.29$0.35$0.06
2016Detailed filing. Detailed filing data is available for this year.$2.69$0.00$2.69$0.15$0.31$0.16
2015Detailed filing. Detailed filing data is available for this year.$2.85$0.00$2.85$0.18$0.36$0.18
2014Detailed filing. Detailed filing data is available for this year.$3.03$0.00$3.03$0.36$0.34$0.02
2013Detailed filing. Detailed filing data is available for this year.$3.01$0.00$3.01$0.22$0.36$0.14
2012Detailed filing. Detailed filing data is available for this year.$3.15$0.00$3.15$0.33
2011Detailed filing. Detailed filing data is available for this year.$3.17$0.00$3.17$0.29
2010Detailed filing. Detailed filing data is available for this year.$3.24$0.00$3.24$0.27