Civic Intelligence

Susan D Shuler-Adolescent Drug Rehab Trust

990 • Fiscal year 2021 • EIN 86-6165801

Jan 01, 2021 to Dec 31, 2021 • Filed on May 12, 2022

Organization ProfileN/A
7200 W 132nd Street Suite 100Overland Park, KS 66213

(480) 676-6352

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

21st percentile

-15%

Higher net margin than 21% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

79th percentile

$2,821

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 21.1% of source-year revenue.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

38th percentile

-0.7%

Faster asset growth than 38% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$208,401

Down $1,517 (-0.7%) from 2020

Net Assets

Down

$208,401

Down $1,517 (-0.7%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin21st percentile

Revenue

Up

$13,382

Up $15,087 (+885%) from 2020

Expenses

Up

$15,326

Up $275 (+1.8%) from 2020

Net Income

Up

-$1,944

Up $14,812 (+88%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$400K$300K$200K$100K$0Assets 2011: $369,474Liabilities 2011: $0Net Assets 2011: $369,4742011Assets 2012: $367,927Liabilities 2012: $0Net Assets 2012: $367,9272012Assets 2013: $378,453Liabilities 2013: $0Net Assets 2013: $378,4532013Assets 2014: $376,917Liabilities 2014: $0Net Assets 2014: $376,9172014Assets 2015: $373,354Liabilities 2015: $0Net Assets 2015: $373,3542015Assets 2016: $274,350Liabilities 2016: $0Net Assets 2016: $274,3502016Assets 2017: $248,477Liabilities 2017: $0Net Assets 2017: $248,4772017Assets 2018: $237,543Liabilities 2018: $0Net Assets 2018: $237,5432018Assets 2019: $227,585Liabilities 2019: $0Net Assets 2019: $227,5852019Assets 2020: $209,918Liabilities 2020: $0Net Assets 2020: $209,9182020Assets 2021: $208,401Liabilities 2021: $0Net Assets 2021: $208,4012021Assets 2022: $199,945Liabilities 2022: $0Net Assets 2022: $199,9452022Assets 2023: $189,335Liabilities 2023: $0Net Assets 2023: $189,3352023Assets 2024: $180,091Liabilities 2024: $0Net Assets 2024: $180,0912024

Highlighted filing

2021

Assets$208,401
Liabilities$0
Net Assets$208,401
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$100K$0-$100KRevenue 2011: $14,092Expenses 2011: $14,925Net Income 2011: -$8332011Expenses 2012: $17,5192012Revenue 2013: $22,526Expenses 2013: $12,000Net Income 2013: $10,5262013Revenue 2014: $10,619Expenses 2014: $12,118Net Income 2014: -$1,4992014Revenue 2015: $8,576Expenses 2015: $12,138Net Income 2015: -$3,5622015Revenue 2016: $28,354Expenses 2016: $127,357Net Income 2016: -$99,0032016Revenue 2017: $30,261Expenses 2017: $56,124Net Income 2017: -$25,8632017Revenue 2018: $5,722Expenses 2018: $16,656Net Income 2018: -$10,9342018Revenue 2019: $6,489Expenses 2019: $16,755Net Income 2019: -$10,2662019Revenue 2020: -$1,705Expenses 2020: $15,051Net Income 2020: -$16,7562020Revenue 2021: $13,382Expenses 2021: $15,326Net Income 2021: -$1,9442021Revenue 2022: $6,995Expenses 2022: $15,407Net Income 2022: -$8,4122022Revenue 2023: $4,600Expenses 2023: $15,188Net Income 2023: -$10,5882023Revenue 2024: $5,996Expenses 2024: $15,273Net Income 2024: -$9,2772024

Highlighted filing

2021

Revenue$13,382
Expenses$15,326
Net Income-$1,944
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 12, 2022
Return Version
2021v4.2
Gross Receipts
$159,306
Mission and Program Overview

Mission

See Below

Type 1 organization established to provide support to ANew Leaf Inc a 501c3 organization

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$210,328$208,401▼ $1,927
Total Assets$210,328$208,401▼ $1,927
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$210,328$208,401▼ $1,927
Total Net Assets Fund Balance$210,328$208,401▼ $1,927
Total Liabilities and Net Assets / Fund Balance$210,328$208,401▼ $1,927

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$210,328-▲ $13,384$11,832$208,401
2020$227,585$33▼ $1,986$12,307$210,328
2019$237,547-▲ $6,793$14,002$227,585
2018$248,477-▲ $5,726$13,989$237,547
2017$274,351-▲ $30,251$53,919$248,477
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleBaseTotal
-Trustee$2,821$2,821
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$13,382
Other Revenue
$0
Change in Net Assets
$-1,944
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$15,326
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates$11,832--$11,832
Fees for Services Management-$2,821-$2,821
Fees for Services Accounting-$625-$625
Other Expenses-$48-$48
Total Functional Expenses$11,832$3,494$0$15,326
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
A New Leaf IncMesa, AZ501 c3General Financial Assistance$11,832
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
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 19

“These documents are made available upon request”

Form 990, Part VI, Line 12C

“All policies are implemented and monitored through the related controlled entity A New Leaf Inc”

Filing and Contact Details

Filer

Filer Name
Shuler Trust
EIN
86-6165801
Phone
4806766352
Address
7200 W 132ND STREET SUITE 100, OVERLAND PARK, KS 66213

Signing Officer

Name
David Zaragoza
Title
Vice President
Phone
9132327100
Signed
2022-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Heidi Tilton
Formed
1986
Legal Domicile
Az
Voting Board Members
7
Independent Board Members
7
Employees
0

Preparer

Firm
Cch Trust US
Address
225 CHASTAIN MEADOWS CT, KENNESAW, GA 30144
Preparer
Timothy S Varner
Phone
8663550356
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Posted subseq yr taxed curr yr -9 rounding adjustment 2 return of capital 24”

Raw XML Appendix374 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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IRS990/PartialLiquidationInd0false
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IRS990/RoyaltiesGrp/TotalAmt00
IRS990ScheduleA/FactsAndCircumstancesTestTxt0Part IV Section A Line 5A The orignial supporing organization Scottsdale Prevention Institute lost its major funding source after 25 years so the board dissolved the organization and transfer appointed note name change A New Leaf 501c3 EIN 86-02556667 to carry on the mission of SPI.
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IRS990ScheduleI/RecipientTable/RecipientEIN0860256667
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0These documents are made available upon request
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2POSTED SUBSEQ YR TAXED CURR YR -9 ROUNDING ADJUSTMENT 2 RETURN OF CAPITAL 24
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part XI, Line 9
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IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
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IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
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IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt011832
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0David Zaragoza
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/PhoneNum09132327100
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHULER TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SHUL
ReturnHeader/Filer/EIN0866165801
ReturnHeader/Filer/PhoneNum04806766352
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030144
ReturnHeader/PreparerPersonGrp/PhoneNum08663550356
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TIMOTHY S VARNER
ReturnHeader/ReturnTs02022-05-12T11:10:14-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0HEIDI
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0TILTON
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$208,401
Liabilities
$0
Net assets
$208,401
Revenue
$13,382
Expenses
$15,326
Net income
-$1,944
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.06$0.15$0.09
2023Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.05$0.15$0.11
2022Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.07$0.15$0.08
2021Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$0.13$0.15$0.02
2020Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$0.02$0.15$0.17
2019Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$0.06$0.17$0.10
2018Detailed filing. Detailed filing data is available for this year.$2.38$0.00$2.38$0.06$0.17$0.11
2017Detailed filing. Detailed filing data is available for this year.$2.48$0.00$2.48$0.30$0.56$0.26
2016Detailed filing. Detailed filing data is available for this year.$2.74$0.00$2.74$0.28$1.27$0.99
2015Detailed filing. Detailed filing data is available for this year.$3.73$0.00$3.73$0.09$0.12$0.04
2014Detailed filing. Detailed filing data is available for this year.$3.77$0.00$3.77$0.11$0.12$0.01
2013Detailed filing. Detailed filing data is available for this year.$3.78$0.00$3.78$0.23$0.12$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.68$0.00$3.68$0.18
2011Summary only. Only limited summary data is available for this year.$3.69$0.00$3.69$0.14$0.15$0.01