Civic Intelligence

Loomis Foundation Inc

990T • Fiscal year 2020 • EIN 56-1849009

Jan 01, 2020 to Dec 31, 2020 • Filed on Aug 08, 2022

Organization Profile
5454 W 110th StreetOverland Park, KS 66211

(913) 742-2727

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

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

Source year 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2020

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2020

Asset Growth

Score unavailable

No value available

No valid filing value is available for this score.

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$30M$20M$10M$0Assets 2011: $3,248,836Liabilities 2011: $02011Assets 2012: $3,185,934Liabilities 2012: $02012Assets 2013: $3,874,039Liabilities 2013: $1Net Assets 2013: $3,874,0392013Assets 2014: $4,224,922Liabilities 2014: $1Net Assets 2014: $4,224,9222014Assets 2015: $4,140,195Liabilities 2015: $1Net Assets 2015: $4,140,1952015Assets 2016: $4,323,938Liabilities 2016: $0Net Assets 2016: $4,323,9382016Assets 2017: $4,428,927Liabilities 2017: $0Net Assets 2017: $4,428,9272017Assets 2018: $28,232,082Liabilities 2018: $0Net Assets 2018: $28,232,0822018Assets 2019: $28,516,412Liabilities 2019: $1Net Assets 2019: $28,516,4122019Assets 2020: $26,897,240Liabilities 2020: $1Net Assets 2020: $26,897,2402020Assets 2021: $26,685,074Liabilities 2021: $1Net Assets 2021: $26,685,0742021Assets 2022: $26,867,150Liabilities 2022: $0Net Assets 2022: $26,867,1502022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Latest loaded filing

2023

Assets$0
Liabilities$0
Net Assets$0
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$50M$0-$50MRevenue 2011: $381,174Expenses 2011: $165,668Net Income 2011: $215,5062011Revenue 2012: $93,073Expenses 2012: $174,687Net Income 2012: -$81,6142012Revenue 2013: $871,189Expenses 2013: $171,062Net Income 2013: $700,1272013Revenue 2014: $556,927Expenses 2014: $216,578Net Income 2014: $340,3492014Revenue 2015: $139,787Expenses 2015: $236,158Net Income 2015: -$96,3712015Revenue 2016: $386,166Expenses 2016: $229,068Net Income 2016: $157,0982016Revenue 2017: $313,672Expenses 2017: $227,486Net Income 2017: $86,1862017Revenue 2018: $28,189,137Expenses 2018: $249,916Net Income 2018: $27,939,2212018Revenue 2019: $685,822Expenses 2019: $530,456Net Income 2019: $155,3662019Revenue 2020: $307,024Expenses 2020: $2,039,385Net Income 2020: -$1,732,3612020Revenue 2021: $1,897,229Expenses 2021: $1,967,756Net Income 2021: -$70,5272021Revenue 2022: $2,075,290Expenses 2022: $2,415,875Net Income 2022: -$340,5852022Revenue 2023: $76,132Expenses 2023: $42,281,276Net Income 2023: -$42,205,1442023

Latest loaded filing

2023

Revenue$76,132
Expenses$42,281,276
Net Income-$42,205,144
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Aug 8, 2022
Return Version
2020v1.3
Filing and Contact Details

Filer

Filer Name
Loomis Foundation Inc
EIN
56-1849009
Phone
9137422727
Address
5454 W 110TH STREET, OVERLAND PARK, KS 66211

Signing Officer

Name
Charlton Burns
Title
Treasurer
Phone
9137422727
Signed
2022-08-08
Discuss with paid preparer
Yes

Preparer

Firm
Creative Planning Tax LLC
Address
5454 W 110TH STREET, OVERLAND PARK, KS 66211
Preparer
Benjamin M Hake CPA
Phone
9133382727
Raw XML Appendix85 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
IRS990T/BooksInCareOfDetail/PersonNm0CHARLTON BURNS
IRS990T/BooksInCareOfDetail/PhoneNum02523549901
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0402 SANDFIDDLER COURT
IRS990T/BooksInCareOfDetail/USAddress/CityNm0MOREHEAD CITY
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd028557
IRS990T/BookValueAssetsEOYAmt026897240
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt00
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/PaidTaxLiabilityAmt00
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/PrincipalBusinessActivityCd0900099
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt00
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalOrdinaryGainLossAmt0131800
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0-180116
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0-48316
IRS990TScheduleA/TotUnrltTrdBusIncmAmt0-48316
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0INVESTMENT IN PUBLICLY TRADED PARTNERSHIPS
IRS990TScheduleA/UBIBeforeNOLDedAmt0-48316
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0-48316
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIBeforeNOLSpecificAmt0-48316
IRS990T/TotalUBTIBeforeSection199AAmt0-48316
IRS990T/TotalUBTIComputedAmt0-48316
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CHARLTON BURNS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09137422727
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-08-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOOMIS FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0LOOM
ReturnHeader/Filer/EIN0561849009
ReturnHeader/Filer/PhoneNum09137422727
ReturnHeader/Filer/USAddress/AddressLine1Txt05454 W 110TH STREET
ReturnHeader/Filer/USAddress/CityNm0OVERLAND PARK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KS
ReturnHeader/Filer/USAddress/ZIPCd066211
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0471019942
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CREATIVE PLANNING TAX LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05454 W 110TH STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OVERLAND PARK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd066211
ReturnHeader/PreparerPersonGrp/PhoneNum09133382727
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BENJAMIN M HAKE CPA
ReturnHeader/ReturnTs02022-08-08T09:54:03-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CHARLTON
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BURNS
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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Filings

Displayed year

2020 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.08$42.3$42.2
2022Detailed filing. Detailed filing data is available for this year.$26.9$0.00$26.9$2.08$2.42$0.34
2021Detailed filing. Detailed filing data is available for this year.$26.7$0.00$26.7$1.90$1.97$0.07
2020Detailed filing. Detailed filing data is available for this year.$26.9$0.00$26.9$0.31$2.04$1.73
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.
2019Detailed filing. Detailed filing data is available for this year.$28.5$0.00$28.5$0.69$0.53$0.16
2018Detailed filing. Detailed filing data is available for this year.$28.2$0.00$28.2$28.2$0.25$27.9
2017Detailed filing. Detailed filing data is available for this year.$4.43$0.00$4.43$0.31$0.23$0.09
2016Detailed filing. Detailed filing data is available for this year.$4.32$0.00$4.32$0.39$0.23$0.16
2015Detailed filing. Detailed filing data is available for this year.$4.14$0.00$4.14$0.14$0.24$0.10
2014Detailed filing. Detailed filing data is available for this year.$4.22$0.00$4.22$0.56$0.22$0.34
2013Detailed filing. Detailed filing data is available for this year.$3.87$0.00$3.87$0.87$0.17$0.70
2012Summary only. Only limited summary data is available for this year.$3.19$0.00$0.09$0.17$0.08
2011Summary only. Only limited summary data is available for this year.$3.25$0.00$0.38$0.17$0.22