Civic Intelligence

Clubhouse Capital Foundation Dtd 06-15-2020

990PF • Fiscal year 2023 • EIN 85-6316539

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 15, 2024

Organization Profile
15508 Oakmont StOverland Park, KS 66221

(913) 381-4044

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

18th percentile

0.00x

Higher debt load relative to revenue than 18% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

Net Margin

19th percentile

-19%

Higher net margin than 19% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

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

2023 filings • $10M-$25M nonprofits • Source year 2023

Asset Growth

27th percentile

-1.6%

Faster asset growth than 27% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

4th percentile

-76%

Faster revenue growth than 4% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$13,016,432

Down $210,427 (-1.6%) from 2022

Net Assets

Down

$13,016,432

Down $210,427 (-1.6%) from 2022

Liabilities

Down

$0

Down $1 (-100%) from 2022

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin19th percentile

Revenue

Down

$525,136

Down $1,642,897 (-76%) from 2022

Expenses

Down

$626,318

Down $305,007 (-33%) from 2022

Net Income

Down

-$101,182

Down $1,337,890 (-108%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$15M$10M$5.0M$0Assets 2020: $3,004,784Liabilities 2020: $1Net Assets 2020: $3,004,7842020Assets 2021: $11,875,671Liabilities 2021: $1Net Assets 2021: $11,875,6712021Assets 2022: $13,226,859Liabilities 2022: $1Net Assets 2022: $13,226,8592022Assets 2023: $13,016,432Liabilities 2023: $0Net Assets 2023: $13,016,4322023Assets 2024: $12,866,524Liabilities 2024: $0Net Assets 2024: $12,866,5242024

Highlighted filing

2023

Assets$13,016,432
Liabilities$0
Net Assets$13,016,432
Open 2023 Filing

Operations Trend

Revenue Growth4th percentile

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

$10M$5.0M$0-$5.0MRevenue 2020: $3,004,784Expenses 2020: $0Net Income 2020: $3,004,7842020Revenue 2021: $9,021,835Expenses 2021: $150,948Net Income 2021: $8,870,8872021Revenue 2022: $2,168,033Expenses 2022: $931,325Net Income 2022: $1,236,7082022Revenue 2023: $525,136Expenses 2023: $626,318Net Income 2023: -$101,1822023Revenue 2024: $599,561Expenses 2024: $745,685Net Income 2024: -$146,1242024

Highlighted filing

2023

Revenue$525,136
Expenses$626,318
Net Income-$101,182
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 15, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRADLEY S BERGERTrustee-$0--
ELIZABETH A BERGERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
B3 Foundation
EIN
85-6316539
Phone
9133814044
Address
15508 OAKMONT ST, OVERLAND PARK, KS 66221

Signing Officer

Name
Bradley Berger
Title
Trustee
Phone
9133814044
Signed
2024-04-15
Discuss with paid preparer
Yes

Preparer

Firm
Rubinbrown Llp
Address
1200 MAIN STREET SUITE 1000, KANSAS CITY, MO 64105
Preparer
Anne Walker
Phone
8164721122
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InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0748396
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0749308
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0875095
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0THE ASPENS AT RIDGEVIEW FALLS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0875095
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0139857
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-50513
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0433766
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt02026
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0525136
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0525136
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01250
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02500
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0610978
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0610978
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0136884
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0139857
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-101182
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt096525
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0348800
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0433766
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-50513
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0473802
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt02026
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt010257
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt010257
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0375
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02583
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0610978
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt011882
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0626318
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0485684
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0525136
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt011882
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt015340
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02023-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12022-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22023-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt037897
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt199035
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-8496
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-33522
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt21611
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-8496
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-33522
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt21611
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt029401
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt165513
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt21611
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES - SHORT TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES - LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAINS DISTRIBUTIONS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02023-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12023-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22023-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-40407
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-6885
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-101182
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0109245
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt013125677
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt013226859
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt013016432
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0643156
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0643156
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0643156
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0649742
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt06586
IRS990PF/DistributableAmountGrp/TotalTaxAmt06586
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt0131
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt06586
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt06586
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt06586
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt06717
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt013046240
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0-2
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt05874763
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt05939062
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt05908481
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01911076
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02617110
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02676587
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0805000
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0875095
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0875095
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt013226859
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt013016432
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01931204
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt02836769
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt02836769
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt013226859
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt013016432
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt013046240
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt013226859
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt013016432
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt013226859
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt013016432
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt02704818
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0748396
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0749308
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt013192723
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt02595013
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt09313543
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0197891
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt01284167
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0649742
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt012994832
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,016,432
Liabilities
$0
Net assets
$13,016,432
Revenue
$525,136
Expenses
$626,318
Net income
-$101,182
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$12.9$0.00$12.9$0.60$0.75$0.15
2023Detailed filing. Detailed filing data is available for this year.$13.0$0.00$13.0$0.53$0.63$0.10
2022Detailed filing. Detailed filing data is available for this year.$13.2$0.00$13.2$2.17$0.93$1.24
2021Detailed filing. Detailed filing data is available for this year.$11.9$0.00$11.9$9.02$0.15$8.87
2020Detailed filing. Detailed filing data is available for this year.$3.00$0.00$3.00$3.00$0.00$3.00
Peer Organizations

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