Civic Intelligence

George E Stifel Endowment Fund

990 • Fiscal year 2014 • EIN 55-6018247

Jan 01, 2014 to Dec 31, 2014 • Filed on Oct 19, 2015

Organization ProfileN/A
1 Bank PlazaWheeling, WV 26003

(304) 234-9400

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

13th percentile

0.00x

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

91st percentile

47%

Higher net margin than 91% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

34th percentile

$0

Higher top officer pay than 34% of similar nonprofits.

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

52nd percentile

2.5%

Faster asset growth than 52% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

84th percentile

37%

Faster revenue growth than 84% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$3,631,389

Up $89,568 (+2.5%) from 2013

Net Assets

Up

$3,631,389

Up $89,568 (+2.5%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin91st percentile

Revenue

Up

$190,673

Up $51,986 (+37%) from 2013

Expenses

Up

$101,105

Up $2,169 (+2.2%) from 2013

Net Income

Up

$89,568

Up $49,817 (+125%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,433,247Liabilities 2011: $0Net Assets 2011: $3,433,2472011Assets 2012: $3,502,070Liabilities 2012: $0Net Assets 2012: $3,502,0702012Assets 2013: $3,541,821Liabilities 2013: $0Net Assets 2013: $3,541,8212013Assets 2014: $3,631,389Liabilities 2014: $0Net Assets 2014: $3,631,3892014Assets 2015: $3,397,638Liabilities 2015: $0Net Assets 2015: $3,397,6382015Assets 2016: $3,539,019Liabilities 2016: $114,305Net Assets 2016: $3,424,7142016Assets 2017: $3,396,242Liabilities 2017: $46,827Net Assets 2017: $3,349,4152017Assets 2018: $3,284,682Liabilities 2018: $0Net Assets 2018: $3,284,6822018Assets 2019: $3,299,396Liabilities 2019: $69,000Net Assets 2019: $3,230,3962019Assets 2020: $3,202,095Liabilities 2020: $0Net Assets 2020: $3,202,0952020Assets 2021: $3,127,392Liabilities 2021: $0Net Assets 2021: $3,127,3922021Assets 2022: $3,221,551Liabilities 2022: $0Net Assets 2022: $3,221,5512022Assets 2023: $3,212,839Liabilities 2023: $0Net Assets 2023: $3,212,8392023Assets 2024: $3,382,109Liabilities 2024: $0Net Assets 2024: $3,382,1092024

Highlighted filing

2014

Assets$3,631,389
Liabilities$0
Net Assets$3,631,389
Open 2014 Filing

Operations Trend

Revenue Growth84th percentile

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

$600K$400K$200K$0-$200K-$400KRevenue 2011: $136,032Expenses 2011: $92,998Net Income 2011: $43,0342011Expenses 2012: $97,3662012Revenue 2013: $138,687Expenses 2013: $98,936Net Income 2013: $39,7512013Revenue 2014: $190,673Expenses 2014: $101,105Net Income 2014: $89,5682014Revenue 2015: $124,168Expenses 2015: $357,919Net Income 2015: -$233,7512015Revenue 2016: $236,245Expenses 2016: $209,169Net Income 2016: $27,0762016Revenue 2017: $131,713Expenses 2017: $207,012Net Income 2017: -$75,2992017Revenue 2018: $163,999Expenses 2018: $228,732Net Income 2018: -$64,7332018Revenue 2019: $180,661Expenses 2019: $234,947Net Income 2019: -$54,2862019Revenue 2020: $227,396Expenses 2020: $255,697Net Income 2020: -$28,3012020Revenue 2021: $181,678Expenses 2021: $256,381Net Income 2021: -$74,7032021Revenue 2022: $414,150Expenses 2022: $319,991Net Income 2022: $94,1592022Revenue 2023: $365,761Expenses 2023: $374,473Net Income 2023: -$8,7122023Revenue 2024: $475,633Expenses 2024: $306,363Net Income 2024: $169,2702024

Highlighted filing

2014

Revenue$190,673
Expenses$101,105
Net Income$89,568
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Oct 19, 2015
Return Version
2014v5.0
Gross Receipts
$343,844
Mission and Program Overview

Mission

At least 85% of the accounting income including short term capitalgains are to be distributed annually as the george e stifel prizes tostudents in the 5th, 6th, 7th, and 8th grades and in high school ateach of the public schools within ohio county, wv in such varyingamounts to be determined by the trustees. The prizes in 5th - 8thgrades shall be awarded to the scholar who shall have attained thebest gpa in the previous school year. In high school, the awards maybe made on the same basis or for excellence in individual studies inthe discretion of the trustees. Any excess funds after prizes shallbe used for scholarships to aid deserving students to obtain a bettereducation from schools administered by the ohio county board ofeducation. To the extent the trustees do not award all of the netincome for prizes and scholarships for any year, the trust shall paythe excess income to the ovhs&e foundation and medical park foundation, in equal shares.

At least 85% of the accounting income including short term capital gains are to be distributed annually as the george e stifel prizes to students in the 5th, 6th, 7th, and 8th grades and in high school at each of the public schools within ohio county, wv in such varying amounts to be determined by the trustees. The prizes in 5th - 8th grades shall be awarded to the scholar who shall have attained the best gpa in the previous school year. In high school, the awards may be made on the same basis or for excellence in individual studies in the discretion of the trustees. Any excess funds after prizes shall be used for scholarships to aid deserving students to obtain a better education from schools administered by the ohio county board of education. To the extent the trustees do not award all of the net income for prizes and scholarships for any year, the trust shall pay the excess income to the ovhs&e foundation and medical park foundation, in equal shares.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$3,541,821$3,631,389▲ $89,568
Investments Other Securities$3,396,873$3,378,783▼ $18,090
Savings and Temporary Cash Investments$142,525$245,375▲ $102,850
Accounts Receivable$2,423$7,231▲ $4,808
Total Assets$3,541,821$3,631,389▲ $89,568
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,541,821$3,631,389▲ $89,568
Total Liabilities and Net Assets / Fund Balance$3,541,821$3,631,389▲ $89,568

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$18,977--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$5,236,649-▲ $444,715-$5,580,259
2013$4,466,721-▲ $868,864-$5,236,649
2012$4,092,378-▲ $471,709-$4,466,721
2011$4,114,157-▲ $71,219-$4,092,378
2010$3,346,804-▲ $862,355-$4,114,157
Compensation and Service Providers
Top Officer Pay34th percentile

Board Members and Trustees

NameTitle
-Trustee
Diane E CrowlTrustee
Joan C StampTrustee
Paula M McclureTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$190,673
Other Revenue
$0
Change in Net Assets
$89,568
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$81,768
Other Expenses$19,337
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$77,050--$77,050
Fees for Service Investment Mgmnt Fees-$17,534-$17,534
Grants to Domestic Orgs$4,718--$4,718
Fees for Services Other-$748-$748
Fees for Services Accounting-$550-$550
All Other Expenses-$505-$505
Total Functional Expenses$81,768$19,337$0$101,105
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“When received, form 990 is reviewed by all members of the governing body at the trustees meeting.”

Explanation for Form 990, Page 6, Part VI, Line 9

“Joan c stamp, 21 bethany pike, wheeling, wv 26003 diane e crowl, 57 stamm lane, wheeling, wv 26003 paula m mcclure, rd #2 box 240, triadelphia, wv 26059”

Filing and Contact Details

Filer

Filer Name
George E Stifel Endowment Fund
EIN
55-6018247
Phone
3042349400
Address
1 BANK PLAZA, WHEELING, WV 26003

Signing Officer

Name
Joan C Stamp
Title
Trustee
Phone
3042349400
Signed
2015-10-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joan C Stamp
Formed
1926
Legal Domicile
Wv
Voting Board Members
3
Independent Board Members
3
Employees
0

Preparer

Firm
Wesbanco Bank
Address
1 BANK PLAZA, WHEELING, WV 26003
Preparer
Phillips K Mccluskey
Phone
3042349400
Supplemental Narrative

Additional Explanations

Part IX - Statement of Functional Expenses

“Foreign tax withheld on foreign dividends - $505.00 dividend charge - $0.00”

Description of Reasonable Efforts Undertaken

“Joan c stamp, diane e crowl, & paula m mcclure - family relationship”

Description for Making Documents Public

“Upon request, the organization will make a copy of its governing documents and form 990 available to the public.”

Financial Statement Notes

Explanation for Schedule D, Part V, Line 4

“At least 85% of the accounting income including short term capital gains are to be distributed annually as the george e stifel prizes to students in 5th-8th grades and in high school at each of the public schools within ohio county, wv in such varying amounts to be determined by the trustees. The prizes in 5th-8th grades shall be awarded to the scholar who shall have attained the best gpa in the previous school year. In high school, the awards may be made on the same basis or for excellence in individual studies in the discretion of the trustees. Any excess funds after prizes shall be used for scholarships to aid deserving students to obtain a better education from schools administered by the ohio county board of education. To the extent the trustees do not award all of the net income for prizes and scholarships for any year, the trust shall pay the excess income to the ovhs&e foundation and medical park.”

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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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IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt0166146
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt081768
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt0153793
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt069415
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt00
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt00
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt0166146
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt00
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
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IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt081768
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
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IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
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IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0George E Stifel Endowment Fund, an organization described in section 501(c)(3), is a trust created by George E. Stifel on October 13, 1926. The individual trustees of George E. Stifel Endowment Fund are decendents of Mr. Stifel. WesBanco Bank, the Endowment Trustee, is a bank. Under the trust instrument, The George E. Stifel Endowment Fund supports Ohio County Schools, a public school system in West
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1Virginia described in Section 509(a)(1) and students attending Ohio County Schools. The trust instrument provides that the Trustee has discretion regarding the timing and amount of distributions consistent with the Trustee's fiduciary duties. Representatives of Trustee and Ohio County Schools have meetings during which they discuss the "Stifel Prizes." The Stifel Prizes are awarded to
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2students in 5th - 8th, and high school at each of the public schools within Ohio County, WV, in such varying amounts to be determined by the Trustees. The prizes in 5th-8th grades shall be awarded to the scholar who shall have attained the best GPA in the previous school year. In high school, the awards may be made on the same basis, while taking into account for WESTEST scores, ACT Plan scores, &
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3computes these scores and provides the information to the Trustees for review. The Trustees and Ohio County Schools discuss the award amounts per class and per ranking and the ways in which the Trustees and Ohio County Schools believe the George E Stifel Endowment Fund can generate income and invest its assets to make the "Stifel Prizes ." Additionally, the Trustees communicate regularly with Ohio County
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt4Schools regarding the investmetns and plans for distributions. Trustees provide Ohio County Schools with quarterly investment statements, the information required under paragraph i(2) of this section, and an annual accounting statement. Based on these facts, George E Stifel Endowment Fund meets the responsiveness test....with respect to Ohio County Schools.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt5George E Stifel Endowment Fund was responsive and attentive to Ohio County Schools and Ohio County Schools students. The amount of support received by Ohio County Schools is necessary to continue to fund the Stifel Prizes. Without the support, the Stifel Prizes would cease to exist. Regarding responsiveness, please see comments for Schedule A, Part IV, Section D above.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt6The Trustees would like to establish that the underpayment as shown on line 6 was due to reasonable cause and not willful neglect. This trust was under the assumption that distributing 85% of its net income was sufficient. When the disbursement amount was calculated at the beginning of 2015, the Trustees discovered our error and a disbursement in the amount of $153,793 was disbursed.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part IV, Section D
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Schecule A, Part IV, Section D
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2Schedule A, Part IV, Section D
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3Schedule A, Part IV, Section D
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc4Schedule A, Part IV, Section D
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc5Schedule A, Part V, Section D
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc6Schedule A, Part V, Section E
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt05390241
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt04819315
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt0181964
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt0163905
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt05208277
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt04655410
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt080854
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt072290
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt05309387
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt04747025
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt0185829
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt0166146
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt05390241
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt04819315
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt0185829
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt0166146
IRS990ScheduleA/SupportedOrganizationsCnt02
IRS990ScheduleA/SupportedOrganizationsTotalCnt02
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0556000374
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1556000374
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd1true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc06
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc16
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt077050
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt14718
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0OHIO COUNTY STUDENTS
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1OHIO COUNTY SCHOOLS
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt081768
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt019337
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt05236649
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt05580259
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt081768
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0444715
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt017572
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt04466721
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt05236649
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt081364
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0868864
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt016236
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt04092378
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt04466721
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt081130
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0471709
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt015888
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt04114157
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt04092378
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt077110
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt071219
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt014078
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt03346804
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt04114157
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt080924
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0862355
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt049577
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt170388
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt248430
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt358074
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt431469
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt537131
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt647982
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt754155
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt838507
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt929547
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1059225
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1163735
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1253821
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1316084
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt142146
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1534706
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt16175000
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt172746
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1822605
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1930892
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2018765
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2137678
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2259523
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt23199795
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt24119355
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2568870
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt26150000
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2777000
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2838918
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2943364
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt3041605
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt31174619
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt3250555
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt334876
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt34100000
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt353187
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt3639929
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt3710697
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt38150000
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt3974230
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt4026617
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt41240000
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt42100000
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt4344888
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt4467072
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt4541810
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt4660473
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt4750175
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt4860017
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt4999473
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt5057988
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt5130010
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt5261304
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt5330793
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt5418977
IRS990ScheduleD/OtherSecuritiesGrp/Desc0ALCOA INC
IRS990ScheduleD/OtherSecuritiesGrp/Desc1AMERICAN CAMPUS COMMUNITIES INC
IRS990ScheduleD/OtherSecuritiesGrp/Desc2APPLE INC
IRS990ScheduleD/OtherSecuritiesGrp/Desc3BOEING CO
IRS990ScheduleD/OtherSecuritiesGrp/Desc4BRISTOL-MYERS SQUIBB COMPANY
IRS990ScheduleD/OtherSecuritiesGrp/Desc5CELGENE
IRS990ScheduleD/OtherSecuritiesGrp/Desc6CHEVRON CORPORATION
IRS990ScheduleD/OtherSecuritiesGrp/Desc7CISCO SYSTEMS
IRS990ScheduleD/OtherSecuritiesGrp/Desc8COCA-COLA CO
IRS990ScheduleD/OtherSecuritiesGrp/Desc9COMMERCE BANCSHARES INC
IRS990ScheduleD/OtherSecuritiesGrp/Desc10COSTCO WHOLESALE CORP
IRS990ScheduleD/OtherSecuritiesGrp/Desc11DOW CHEMICAL CO
IRS990ScheduleD/OtherSecuritiesGrp/Desc12DUKE ENERGY CORP
IRS990ScheduleD/OtherSecuritiesGrp/Desc13E M C CORP
IRS990ScheduleD/OtherSecuritiesGrp/Desc14EXPRESS SCRIPTS HLDG CO
IRS990ScheduleD/OtherSecuritiesGrp/Desc15EXXON MOBIL CORP
IRS990ScheduleD/OtherSecuritiesGrp/Desc16FHLMC POOL #FGG04124 5.5% 03/01/203
IRS990ScheduleD/OtherSecuritiesGrp/Desc17FHLMC POOL #FGJ03007 6% 07/01/2021
IRS990ScheduleD/OtherSecuritiesGrp/Desc18FNMA POOL #FN254908 5% 09/01/2023 O
IRS990ScheduleD/OtherSecuritiesGrp/Desc19FEDERATED TOTAL RETURN BD FD #328
IRS990ScheduleD/OtherSecuritiesGrp/Desc20GENERAL ELECTRIC CO
IRS990ScheduleD/OtherSecuritiesGrp/Desc21GENERAL MILLS INC
IRS990ScheduleD/OtherSecuritiesGrp/Desc22GOOGLE INC
IRS990ScheduleD/OtherSecuritiesGrp/Desc23HEALTH CARE REIT INC
IRS990ScheduleD/OtherSecuritiesGrp/Desc24HOME DEPOT INC
IRS990ScheduleD/OtherSecuritiesGrp/Desc25HONEYWELL INTERNATIONAL INC
IRS990ScheduleD/OtherSecuritiesGrp/Desc26INTERNATIONAL BUSINESS MACHINES
IRS990ScheduleD/OtherSecuritiesGrp/Desc27I SHARES RUSSELL MIDCAP VALUE INDEX
IRS990ScheduleD/OtherSecuritiesGrp/Desc28I SHARES RUSSELL MIDCAP GROWTH INDE
IRS990ScheduleD/OtherSecuritiesGrp/Desc29JP MORGAN CHASE
IRS990ScheduleD/OtherSecuritiesGrp/Desc30JOHNSON CNTY, KS PUB BLDG COMMN PUR
IRS990ScheduleD/OtherSecuritiesGrp/Desc31JP MORGAN INTL INDEX SEL FD #3132
IRS990ScheduleD/OtherSecuritiesGrp/Desc32MONDELEZ INTERNATIONAL

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,631,389
Liabilities
$0
Net assets
$3,631,389
Revenue
$190,673
Expenses
$101,105
Net income
$89,568
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.38$0.00$3.38$0.48$0.31$0.17
2023Summary only. Only limited summary data is available for this year.$3.21$0.00$3.21$0.37$0.37$0.01
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.22$0.00$3.22$0.41$0.32$0.09
2021Summary only. Only limited summary data is available for this year.$3.13$0.00$3.13$0.18$0.26$0.07
2020Summary only. Only limited summary data is available for this year.$3.20$0.00$3.20$0.23$0.26$0.03
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.30$0.07$3.23$0.18$0.23$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.28$0.00$3.28$0.16$0.23$0.06
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.40$0.05$3.35$0.13$0.21$0.08
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.54$0.11$3.42$0.24$0.21$0.03
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.40$0.00$3.40$0.12$0.36$0.23
2014Detailed filing. Detailed filing data is available for this year.$3.63$0.00$3.63$0.19$0.10$0.09
2013Detailed filing. Detailed filing data is available for this year.$3.54$0.00$3.54$0.14$0.10$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.50$0.00$3.50$0.10
2011Summary only. Only limited summary data is available for this year.$3.43$0.00$3.43$0.14$0.09$0.04