Civic Intelligence

Dean E & Cleta J Smith Charitable Fund

990PF • Fiscal year 2015 • EIN 73-6356407

May 01, 2014 to Apr 30, 2015 • Filed on Jul 08, 2015

Organization Profile
First Option Bank PO 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

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

8th percentile

-79%

Higher net margin than 8% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

81st percentile

$6,870

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 42.4% of source-year revenue.

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

62nd percentile

5.9%

Faster asset growth than 62% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

51st percentile

0.7%

Faster revenue growth than 51% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$384,150

Up $21,289 (+5.9%) from 2014

Net Assets

Up

$384,150

Up $21,289 (+5.9%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin8th percentile

Revenue

Up

$16,190

Up $106 (+0.7%) from 2014

Expenses

Up

$28,932

Up $2,011 (+7.5%) from 2014

Net Income

Down

-$12,742

Down $1,905 (-18%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

$800K$600K$400K$200K$0Assets 2011: $388,538Liabilities 2011: $0Net Assets 2011: $388,5382011Assets 2012: $383,633Liabilities 2012: $0Net Assets 2012: $383,6332012Assets 2013: $371,197Liabilities 2013: $0Net Assets 2013: $371,1972013Assets 2014: $362,861Liabilities 2014: $0Net Assets 2014: $362,8612014Assets 2015: $384,150Liabilities 2015: $0Net Assets 2015: $384,1502015Assets 2016: $375,981Liabilities 2016: $02016Assets 2020: $597,907Liabilities 2020: $02020Assets 2021: $613,600Liabilities 2021: $0Net Assets 2021: $613,6002021Assets 2022: $618,625Liabilities 2022: $0Net Assets 2022: $618,6252022Assets 2023: $209,626Liabilities 2023: $0Net Assets 2023: $209,6262023

Highlighted filing

2015

Assets$384,150
Liabilities$0
Net Assets$384,150
Open 2015 Filing

Operations Trend

Revenue Growth51st percentile

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

$400K$200K$0-$200K-$400K-$600KExpenses 2011: $23,3392011Expenses 2012: $19,6272012Expenses 2013: $33,8152013Revenue 2014: $16,084Expenses 2014: $26,921Net Income 2014: -$10,8372014Revenue 2015: $16,190Expenses 2015: $28,932Net Income 2015: -$12,7422015Revenue 2016: $16,658Expenses 2016: $31,189Net Income 2016: -$14,5312016Revenue 2020: $20,393Expenses 2020: $39,308Net Income 2020: -$18,9152020Revenue 2021: $53,866Expenses 2021: $38,173Net Income 2021: $15,6932021Revenue 2022: $44,106Expenses 2022: $39,081Net Income 2022: $5,0252022Revenue 2023: -$46,301Expenses 2023: $362,697Net Income 2023: -$408,9982023

Highlighted filing

2015

Revenue$16,190
Expenses$28,932
Net Income-$12,742
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2014 to Apr 30, 2015
Signed
Jul 8, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$6,870-$6,870
Filing and Contact Details

Filer

Filer Name
Dean E & Cleta J Smith Charitable Fund
EIN
73-6356407
Phone
9132943811
Address
FIRST OPTION BANK PO BOX B, PAOLA, KS 66071

Signing Officer

Name
First Option Bank
Title
Trustee
Phone
9132943811
Signed
2015-07-08
Discuss with paid preparer
Yes

Preparer

Firm
Agler & Gaeddert Chartered
Address
PO BOX 1020, OTTAWA, KS 66067-1020
Preparer
Lucille L Hinderliter
Phone
7852423170
Raw XML Appendix309 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3SALVATION ARMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4FIRST BAPTIST CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5GRIEF COMFORT INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6MIAMI COUNTY YOUTH PROTECTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0100 LAKEMARY DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt136665 NEW LANCASTER RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2907 N PEARL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31016 NORTH PEARL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4801 BROWN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51601 E PEORIA 242
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6209 SOUTH SILVER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PAOLA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1PAOLA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2PAOLA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3PAOLA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4OSAWATOMIE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5PAOLA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6PAOLA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0KS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1KS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2KS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3KS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4KS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5KS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6KS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd066071
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd166071
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd266071
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd366071
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd466064
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd566071
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd666071
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt020500
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/AppliedToCurrentYearAmt04851
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt020334
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt026188
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt025185
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt021337
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt020334
OtherIncreasesSchedule/OtherIncreasesDetail/Amt034031
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0CAPITAL GAINS
TaxesSchedule/TaxesDetail/Amt0312
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0FIRST OPTION BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09132943811
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-07-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DEAN E & CLETA J SMITH CHARITABLE FUND
ReturnHeader/Filer/BusinessNameControlTxt0DEAN
ReturnHeader/Filer/EIN0736356407
ReturnHeader/Filer/PhoneNum09132943811
ReturnHeader/Filer/USAddress/AddressLine1Txt0FIRST OPTION BANK PO BOX B
ReturnHeader/Filer/USAddress/CityNm0PAOLA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KS
ReturnHeader/Filer/USAddress/ZIPCd066071
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0AGLER & GAEDDERT CHARTERED
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1020
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OTTAWA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0660671020
ReturnHeader/PreparerPersonGrp/PhoneNum07852423170
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LUCILLE L HINDERLITER
ReturnHeader/ReturnTs02015-07-13T09:10:49-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-05-01
ReturnHeader/TaxPeriodEndDt02015-04-30
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$384,150
Liabilities
$0
Net assets
$384,150
Revenue
$16,190
Expenses
$28,932
Net income
-$12,742
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$0.46$3.63$4.09
2022Detailed filing. Detailed filing data is available for this year.$6.19$0.00$6.19$0.44$0.39$0.05
2021Detailed filing. Detailed filing data is available for this year.$6.14$0.00$6.14$0.54$0.38$0.16
2020Summary only. Only limited summary data is available for this year.$5.98$0.00$0.20$0.39$0.19
2016Summary only. Only limited summary data is available for this year.$3.76$0.00$0.17$0.31$0.15
2015Detailed filing. Detailed filing data is available for this year.$3.84$0.00$3.84$0.16$0.29$0.13
2014Detailed filing. Detailed filing data is available for this year.$3.63$0.00$3.63$0.16$0.27$0.11
2013Detailed filing. Detailed filing data is available for this year.$3.71$0.00$3.71$0.34
2012Detailed filing. Detailed filing data is available for this year.$3.84$0.00$3.84$0.20
2011Detailed filing. Detailed filing data is available for this year.$3.89$0.00$3.89$0.23