Civic Intelligence

Susan D Shuler-Adolescent Drug Rehab Trust

990 • Fiscal year 2023 • EIN 86-6165801

Jan 01, 2023 to Dec 31, 2023 • Filed on May 14, 2024

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

(913) 804-4124

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

3rd percentile

-230%

Higher net margin than 3% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$1,552

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 33.7% of source-year revenue.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

38th percentile

-5.3%

Faster asset growth than 38% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

17th percentile

-34%

Faster revenue growth than 17% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$189,335

Down $10,610 (-5.3%) from 2022

Net Assets

Down

$189,335

Down $10,610 (-5.3%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin3rd percentile

Revenue

Down

$4,600

Down $2,395 (-34%) from 2022

Expenses

Down

$15,188

Down $219 (-1.4%) from 2022

Net Income

Down

-$10,588

Down $2,176 (-26%) from 2022

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

2023

Assets$189,335
Liabilities$0
Net Assets$189,335
Open 2023 Filing

Operations Trend

Revenue Growth17th percentile

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

2023

Revenue$4,600
Expenses$15,188
Net Income-$10,588
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 14, 2024
Return Version
2023v5.0
Gross Receipts
$113,940
Mission and Program Overview

Mission

See Below

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$199,945$189,335▼ $10,610
Total Assets$199,945$189,335▼ $10,610
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$199,945$189,335▼ $10,610
Total Net Assets Fund Balance$199,945$189,335▼ $10,610
Total Liabilities and Net Assets / Fund Balance$199,945$189,335▼ $10,610

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$199,945$48▲ $4,599$9,528$189,404
2022$208,401-▲ $6,995$11,336$199,945
2021$210,328$33▲ $13,384$11,832$208,434
2020$227,585$33▼ $1,986$12,307$210,328
2019$237,547-▲ $6,793$14,002$227,585
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleBaseTotal
-Trustee$1,552$1,552
Revenue and Support

Revenue Composition

Contributions and Grants
$48
Program Service Revenue
$0
Investment Income
$4,552
Other Revenue
$0
All Other Contributions
$48
Change in Net Assets
$-10,588
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$13,636
Salaries, Compensation, and Employee Benefits$1,552
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates$9,528--$9,528
Fees for Service Investment Mgmnt Fees-$3,448-$3,448
Current Officers, Directors, Trustees, and Key Employees-$1,552-$1,552
Fees for Services Accounting-$600-$600
Other Expenses-$60-$60
Total Functional Expenses$9,528$5,660$0$15,188
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
A New Leaf IncMesa, AZ501c3General Financial Assistance$9,528
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 12C

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

Form 990, Part VI, Line 19

“These documents are made available upon request”

Filing and Contact Details

Filer

Filer Name
Shuler Trust
EIN
86-6165801
Phone
9138044124
Address
7200 W 132ND STREET SUITE 100, OVERLAND PARK, KS 66213

Signing Officer

Name
Heidi Tilton
Title
Officer
Phone
5059922284
Signed
2024-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sunflower Bank
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 year and taxed in current year -47 posted current year and taxed prior year 25”

Raw XML Appendix379 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/NondeductibleContributionsInd0false
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IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
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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 A New Leaf 501C13 EIN 86-02556667 to carry on the mission of SPI
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IRS990ScheduleI/RecipientTable/RecipientEIN0860256667
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0All policies are implemented and monitored through the related controlled entity A New Leaf Inc
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1POSTED SUBSEQ YEAR AND TAXED IN CURRENT YEAR -47 POSTED CURRENT YEAR AND TAXED PRIOR YEAR 25
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THESE DOCUMENTS ARE MADE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part XI, Line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19
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IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt09528
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
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IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt0189335
IRS990/TotalAssetsGrp/BOYAmt0199945
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0189335
IRS990/TravelGrp/TotalAmt00
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IRS990/TypeOfOrganizationTrustInd0X
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0HEIDI TILTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum05059922284
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-14
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ReturnHeader/Filer/BusinessNameControlTxt0SHUL
ReturnHeader/Filer/EIN0866165801
ReturnHeader/Filer/PhoneNum09138044124
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030144
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ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TIMOTHY S VARNER
ReturnHeader/ReturnTs02024-05-14T08:50:08-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KURT KAUFFMAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0OFFICER
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$189,335
Liabilities
$0
Net assets
$189,335
Revenue
$4,600
Expenses
$15,188
Net income
-$10,588
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