Civic Intelligence

Meyer Chartable Trust

990PF • Fiscal year 2022 • EIN 48-6371879

Jan 01, 2022 to Dec 31, 2022 • Filed on May 10, 2023

PO Box 913Hutchinson, KS 67504

(620) 694-2258

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

99th percentile

351%

Higher net margin than 99% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

14th percentile

-13%

Faster asset growth than 14% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2021 to 2022

Assets

Up

$1,026,622

Up $59,517 (+6.2%) from 2020

Net Assets

Up

$1,026,622

Up $59,517 (+6.2%) from 2020

Liabilities

Up

$1

Up $1 from 2020

Revenue

Down

-$45,579

Down $657,576 (-107%) from 2020

Expenses

Up

$114,251

Up $86,823 (+317%) from 2020

Net Income

Down

-$159,830

Down $744,399 (-127%) from 2020

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2010: $420,590Liabilities 2010: $0Net Assets 2010: $420,5902010Assets 2011: $412,032Liabilities 2011: $0Net Assets 2011: $412,0322011Assets 2012: $393,646Liabilities 2012: $0Net Assets 2012: $393,6462012Assets 2013: $390,891Liabilities 2013: $0Net Assets 2013: $390,8912013Assets 2014: $387,249Liabilities 2014: $0Net Assets 2014: $387,2492014Assets 2015: $377,033Liabilities 2015: $0Net Assets 2015: $377,0332015Assets 2016: $364,260Liabilities 2016: $0Net Assets 2016: $364,2602016Assets 2017: $351,411Liabilities 2017: $0Net Assets 2017: $351,4112017Assets 2018: $369,540Liabilities 2018: $0Net Assets 2018: $369,5402018Assets 2020: $967,105Liabilities 2020: $0Net Assets 2020: $967,1052020Assets 2022: $1,026,622Liabilities 2022: $1Net Assets 2022: $1,026,6222022Assets 2024: $947,972Liabilities 2024: $0Net Assets 2024: $947,9722024

Highlighted filing

2022

Assets$1,026,622
Liabilities$1
Net Assets$1,026,622

Operations Trend

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

$800K$600K$400K$200K$0-$200KExpenses 2010: $21,8992010Expenses 2011: $23,5412011Expenses 2012: $24,9692012Revenue 2013: $19,864Expenses 2013: $22,619Net Income 2013: -$2,7552013Revenue 2014: $21,246Expenses 2014: $24,888Net Income 2014: -$3,6422014Revenue 2015: $15,185Expenses 2015: $25,401Net Income 2015: -$10,2162015Revenue 2016: $10,102Expenses 2016: $22,875Net Income 2016: -$12,7732016Revenue 2017: $11,453Expenses 2017: $24,302Net Income 2017: -$12,8492017Revenue 2018: $42,078Expenses 2018: $23,949Net Income 2018: $18,1292018Revenue 2020: $611,997Expenses 2020: $27,428Net Income 2020: $584,5692020Revenue 2022: -$45,579Expenses 2022: $114,251Net Income 2022: -$159,8302022Revenue 2024: $65,364Expenses 2024: $61,789Net Income 2024: $3,5752024

Highlighted filing

2022

Revenue-$45,579
Expenses$114,251
Net Income-$159,830
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 10, 2023
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PHYLLIS ANN MEYERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Meyer Charitable Trust
EIN
48-6371879
Phone
6206942258
Address
PO BOX 913, HUTCHINSON, KS 67504

Signing Officer

Name
Phyllis Ann Meyer
Title
Trustee
Phone
6206942258
Signed
2023-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Adamsbrown LLC
Address
517 E 30TH AVENUE, HUTCHINSON, KS 67502
Preparer
Jennifer D Berning
Phone
6206635659
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33AMPHENOL CORP ORD SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34KEYSIGHT TECHNOLOGIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35DISNEY WALT CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36NETFLIX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37COSTCO WHOLESALE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38SYSCO CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39WALMART INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40IDEXX LABS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41CVS HEALTH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43ALPHABET INC CAP STOCK CL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44AMAZON COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45MERCADOLIBRE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46VISA INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47DANAHER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48METTLER TOLEDO INTERNATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49THERMO FISHER SCIENTIFIC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50TARGET CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51CHEVRON CORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52CONOCOPHILLIPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53OCCIDENTAL PETROLEUM CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55LILLY (ELI) & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56KBR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57BROADCOM INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58NVIDIA CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59QUALCOMM INC ORD SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60SOLAREDGE TECHNOLOGIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63ULTA BEAUTY INC ORD SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65LULULEMON ATHLETICA INC ORD SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66NIKE INC CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67ISHARES CORE S&P US GROWTH ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68ISHARES CORE S&P US VALUE ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69TORONTO DOMINION BANK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70LINDE PLC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71AON PLC COM USD0.01 CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72ACCENTURE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73ICON PLC SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74CANADIAN NATIONAL RAILWAY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75ISHARES MSCI ACWI EX US ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76CHIPOTLE MEXICAN GRILL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77COPART
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78DIAMONDBACK ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79ELEVANCE HEALTH INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80INTUIT COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81MONSTER BEVERAGE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82ROSS STORES IN COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83OLD DOMINION FREIGHT LINE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84VERTEX PHARMACEUTICALS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85VISTRA CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86CULLEN FROST BANKERS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87CHARLES SCHWAB CORP ORD SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88THE HERSHEY COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89ABBOT LABORATORIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90MASTERCARD INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91DEVON ENERGY CORP ORD SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92ON SEMICONDUCTOR CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93PAYCOM SOFTWARE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94O'REILLY AUTOMOTIVE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95TMOBILE US INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96ON HLDG AG NAMEN AKT A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97BROOKFIELD ASSET MANAGMT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98BROOKFIELD CORP CL A LTD VT SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99UBS GROUP AG SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100SUNCOR ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101CANADIAN PAC RY LTD COM ORD SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102SHELL PLC SPON ADS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103SONY GROUP CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104WOODSIDE ENERGY GROUP LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105UNITED OVERSEAS BANK LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106ZURICH INSURANCE GROUP AG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107ASML HOLDINGS N V N Y REGISTRY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108JPMORGAN TR II LRG CAP GROWTH I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm109CALAMOS INVT TR NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm110MFS INTERNATIONAL EQUITY
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0174786
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0165531
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt09219
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt136957
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt25710
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt33317
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt435041
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt510396
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt610893
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt710793
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt810752
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt910924
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1010798
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1110414
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1210881
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt132096
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1423777
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0AMERICAN FUNDS INFLATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1FIDELITY INVESTMENT GRADE HIGH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2FIDELITY FLOATING RATE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3VANGUARD EMERGING
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4VANGUARD SCOTTSDALE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5AUTOZONE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6REPUBLIC SERVICES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7COMERICA INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8AMERICAN HONDA FINANCE CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9GILEAD SCIENCES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10ARIZONA PUBLIC SERVICE CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11NETAPP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12FLORIDA POWER & LIGHT CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13SIMON PPTY GROUP INC NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14PRUDENTIAL GLOBAL TOTAL RETURN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt07545
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt131318
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt25395
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt32651
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt430597
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt59994
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt69982
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt79926
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt89760
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt99834
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt109682
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt119192
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt129649
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt132467
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1418511
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt022882
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-68461

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