Civic Intelligence

Stanley M Herzog Charitable Foundation

990PF • Fiscal year 2020 • EIN 81-4698720

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 11, 2021

14450 N US 169 Ste LSmithville, MO 64089

(816) 584-9393

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$355,480,583

Flat from 2020

Net Assets

Flat

$355,480,583

Flat from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses

Revenue

Flat

$334,578,724

Flat from 2020

Expenses

Flat

$1,149,139

Flat from 2020

Net Income

Flat

$333,429,585

Flat from 2020

Historical Trend

Balance Sheet Trend

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

$400M$300M$200M$100M$0Assets 2019: $21,741,141Liabilities 2019: $02019Assets 2020: $355,480,583Liabilities 2020: $0Net Assets 2020: $355,480,5832020Assets 2020: $355,480,583Liabilities 2020: $0Net Assets 2020: $355,480,5832020Assets 2021: $360,979,246Liabilities 2021: $0Net Assets 2021: $360,979,2462021Assets 2022: $360,421,731Liabilities 2022: $0Net Assets 2022: $360,421,7312022Assets 2023: $350,300,651Liabilities 2023: $0Net Assets 2023: $350,300,6512023Assets 2024: $285,047,183Liabilities 2024: $0Net Assets 2024: $285,047,1832024

Highlighted filing

2020

Assets$355,480,583
Liabilities$0
Net Assets$355,480,583

Operations Trend

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

$400M$300M$200M$100M$0-$100MRevenue 2019: $21,747,141Expenses 2019: $0Net Income 2019: $21,747,1412019Revenue 2020: $334,578,724Expenses 2020: $1,149,139Net Income 2020: $333,429,5852020Revenue 2020: $334,578,724Expenses 2020: $1,149,139Net Income 2020: $333,429,5852020Revenue 2021: $9,352,343Expenses 2021: $3,819,753Net Income 2021: $5,532,5902021Revenue 2022: $9,081,002Expenses 2022: $10,123,271Net Income 2022: -$1,042,2692022Revenue 2023: $8,595,553Expenses 2023: $17,114,850Net Income 2023: -$8,519,2972023Revenue 2024: $8,475,237Expenses 2024: $73,765,361Net Income 2024: -$65,290,1242024

Highlighted filing

2020

Revenue$334,578,724
Expenses$1,149,139
Net Income$333,429,585
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 11, 2021
Return Version
2020v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TODD GRAVESDirector And PresidentPT$213,333-$213,333
JOHN ELLIOTTDirector And Vice PresPT$134,500-$134,500
KRISTEN ANSLEYDirector And SectreasPT$134,500-$134,500
TODD GRAVESChairman Of The Board-$0--
Filing and Contact Details

Filer

Filer Name
Stanley M Herzog Charitable Foundation
EIN
81-4698720
In Care Of
% Kristen Ansley
Phone
8165849393
Address
14450 N US 169 Ste L, Smithville, MO 64089

Signing Officer

Name
Kristen Ansley
Title
Treasurer
Phone
8165849393
Signed
2021-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Law Office of James C Thomas III
Address
7509 NW Tiffany Springs Parkway, Suite 300, Kansas City, MO 64153
Preparer
James C Thomas Iii
Phone
8165849393
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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/StatementsRegardingActyGrp/NewSubstantialContributorsInd0true
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MO
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Kristen Ansley
IRS990PF/StatementsRegardingActyGrp/PhoneNum08165849393
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0herzogfoundation.com
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0The organization made seven grants to six different organizations totaling 242000
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt0242500
IRS990PF/SumOfProgramRelatedInvstGrp/AllOtherProgramRltdInvstTotAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0No specific form at this time
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0KRISTEN ANSLEY SEC TREAS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt014450 N US 169 Ste L
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Smithville
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MO
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd064089
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0No specific provisions developed at this time
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0No specific deadlines at this time
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1155000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt32500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt415000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt550000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General Purposes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1General Purposes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2General Purposes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3General Purposes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4General Purposes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5General Purposes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Benedictine College
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1St Joseph Christian School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2St Paul Lutheran School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3St James Catholic School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4St Francis Xavier School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5Northland Christian School
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/RecipientUSAddress/AddressLine1Txt01020 N 2nd St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt15401 Gene Field Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt24715 Frederick Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3309 S Stewart Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt42614 Seneca St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt510500 N Arrowhead Trafficway
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Atchison
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Saint Joseph
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Saint Joseph
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Liberty
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Saint Joseph
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Kansas City
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0KS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd066002
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd164506
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd264506
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd364068
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd464507
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd564155
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0242500
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/AppliedToCurrentYearAmt0157487
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt089004
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt011719157
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0246491
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt011561670
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt089004
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0Stanley M Herzog Trust
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0700 South Riverside Road Ste 200
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Saint Joseph
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd064507
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0324620340
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0324620340
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0Amended and Restated Promissory Note from Herzog Enterprises Inc dated May 1 2020 in the original pr
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02020-05-02
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LandEtcSchedule2/LandEtcGrp/BookValueAmt0857593
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0Land and Building
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt0857593
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt0857593
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt035337
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt112516
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt220958
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0James C Thomas III
LegalFeesSchedule/LegalFeesGrp/CategoryTxt1Graves Garrett
LegalFeesSchedule/LegalFeesGrp/CategoryTxt2Polsinelli
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt035337
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt112516
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt220958
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Promissory Note
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1Interest Receivable on Purchased Bonds
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0254131990
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt181254
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0254131990
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt181254
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt03511
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt1167
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt22872
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt324101
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt41386
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt55460
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt6453
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt759950
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt826137
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Advertising
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Bank Charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Insurance
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Reimbursed Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4Supplies
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5Taxes Licenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6Utilities
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7Support Services
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc8Investment Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt03511
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt026137
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03511
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1167
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt22872
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt324101
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt41386
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt55460
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt6453
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt759950
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt826137
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0303857
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Recognized Capital Gain
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt0480
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt16600
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt26600
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt359500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt484213
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0480
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt16600
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt26600
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt359500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt484213

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