Warren B & John W Mckeen Educational Foundation

990EZ • Fiscal year 2013 • EIN 01-6094381

Jan 01, 2013 to Dec 31, 2013 • Filed on Apr 25, 2014

Organization Profile N/A

PO Box 290Fryeburg, ME 04037

(207) 935-2061

Siviq Scores

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

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

-7.6%

Higher net margin than 27% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

$1,866

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 11.3% of source-year revenue.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

-0.5%

Faster asset growth than 44% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

4.2%

Faster revenue growth than 54% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet

Liabilities / Assets55th percentile

Assets

Down

$238,340

Down $1,243 (-0.5%) from 2012

Net Assets

Down

$238,340

Down $1,243 (-0.5%) from 2012

Liabilities

Flat

Flat from 2012

Revenue And Expenses

Liabilities / Revenue56th percentile Net Margin27th percentile

Revenue

$16,455

Up $670 (+4.2%) from 2012

Expenses

Down

$17,698

Down $4,426 (-20%) from 2012

Net Income

-$1,243

Up $5,096 (+80%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

Highlighted filing

2013

Assets$238,340

Liabilities$0

Net Assets$238,340

Open 2013 Filing

Operations Trend

Revenue Growth54th percentile

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

Highlighted filing

2013

Revenue$16,455

Expenses$17,698

Net Income-$1,243

Open 2013 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2013 to Dec 31, 2013
Signed: Apr 25, 2014
Return Version: 2013v3.0
Gross Receipts: $16,455

Mission and Program Overview

Mission

Scholarship fund for lovell, maine students.

Program Services

Description	Grants	Expenses
THE FOUNDATION ISSUES POST-SECONDARY SCHOLARSHIPS TO FINANCIALLY NEEDY STUDENTS OF LOVELL, MAINE AS DETERMINED BY THE TOWN GOVERNING BODY.	$15,150	$15,398

Compensation and Service Providers

Top Officer Pay74th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
PETER J MALIA JR	Trustee	-	$1,866	-	$1,866
JOHN RAMSDEN	Trustee	-	$0	-	-
STEPHEN GOLDSMITH	Trustee	-	$0	-	-
ROBERT DREW	Trustee	-	$0	-	-

Filing and Contact Details

Filer

EIN: 01-6094381
Phone: 2079352061

Signing Officer

Name: Peter Malia
Title: Trustee
Phone: 2079352061
Signed: 2014-04-25
Discuss with paid preparer: Yes

Preparer

Preparer: David a Caputo CPA
Phone: 6034473356

Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: morgan stanley. Amount: 4,696. Description: morgan stanley. Amount: 11,759. Total included on form 990-ez, line 4: 16,455.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: scholarships. Grantee name: lovell maine students. Amount given: 15,150.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: advertising. Amount: 248. Description: bank fees. Amount: 129. Total to form 990-ez, line 16: 377.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: marketable securities - at cost. Beg. Of year amount: 198,737. End of year amount: 216,149.”

Raw XML Appendix146 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.

Path	#	Value
IRS990EZ/ActivitiesNotPreviouslyRptInd	0	0
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1	0	PETER MALIA TRUSTEE
IRS990EZ/BooksInCareOfDetail/PhoneNum	0	2079352061
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1	0	PO BOX 290
IRS990EZ/BooksInCareOfDetail/USAddress/City	0	FRYEBURG
IRS990EZ/BooksInCareOfDetail/USAddress/State	0	ME
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode	0	04037
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	40846
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	22191
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	0
IRS990EZ/DirectIndirectPltclExpendAmt	0	0
IRS990EZ/DonorAdvisedFndsInd	0	0
IRS990EZ/EngagedInExcessBenefitTransInd	0	0
IRS990EZ/ExcessOrDeficitForYearAmt	0	-1243
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt	0	305
IRS990EZ/FiledScheduleAInd	0	1
IRS990EZ/ForeignFinancialAccountInd	0	0
IRS990EZ/ForeignOfficeInd	0	0
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	239583
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	238340
IRS990EZ/GrantsAndSimilarAmountsPaidAmt	0	15150
IRS990EZ/GrossReceiptsAmt	0	16455
IRS990EZ/InfoInScheduleOPartIIIInd	0	X
IRS990EZ/InfoInScheduleOPartIIInd	0	X
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InfoInScheduleOPartVInd	0	X
IRS990EZ/InvestmentIncomeAmt	0	16455
IRS990EZ/LobbyingActivitiesInd	0	0
IRS990EZ/MadeLoansToFromOfficersInd	0	0
IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	239583
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	238340
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	239583
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	238340
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	1.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	1	1.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	2	1.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	3	1.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	1866
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	PETER J MALIA JR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	JOHN RAMSDEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	STEPHEN GOLDSMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	3	ROBERT DREW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	3	TRUSTEE
IRS990EZ/OperateHospitalInd	0	0
IRS990EZ/Organization501c3Ind	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	0
IRS990EZ/OrganizationHadUBIInd	0	0
IRS990EZ/OtherAssetsTotalDetail/BOYAmt	0	198737
IRS990EZ/OtherAssetsTotalDetail/EOYAmt	0	216149
IRS990EZ/OtherChangesInNetAssetsAmt	0	0
IRS990EZ/OtherExpensesTotalAmt	0	377
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt	0	NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt	0	NONE
IRS990EZ/PoliticalCampaignActyInd	0	0
IRS990EZ/PrimaryExemptPurposeTxt	0	SCHOLARSHIP FUND FOR LOVELL, MAINE STUDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	THE FOUNDATION ISSUES POST-SECONDARY SCHOLARSHIPS TO FINANCIALLY NEEDY STUDENTS OF LOVELL, MAINE AS DETERMINED BY THE TOWN GOVERNING BODY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	0	15150
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	0	15398
IRS990EZ/ProhibitedTaxShelterTransInd	0	0
IRS990EZ/RelatedOrganizationCtrlEntInd	0	0
IRS990EZ/SalariesOtherCompEmplBnftAmt	0	1866
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SchoolOperatingInd	0	0
IRS990EZ/StatesWhereCopyOfReturnIsFldCd	0	ME
IRS990EZ/SubjectToProxyTaxInd	0	0
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt	0	0
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt	0	0
IRS990EZ/TanningServicesProvidedInd	0	0
IRS990EZ/TaxImposedOnOrganizationMgrAmt	0	0
IRS990EZ/TaxImposedUnderIRC4911Amt	0	0
IRS990EZ/TaxImposedUnderIRC4912Amt	0	0
IRS990EZ/TaxImposedUnderIRC4955Amt	0	0
IRS990EZ/TaxReimbursedByOrganizationAmt	0	0
IRS990EZ/TotalExpensesAmt	0	17698
IRS990EZ/TotalProgramServiceExpensesAmt	0	15398
IRS990EZ/TotalRevenueAmt	0	16455
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	0
IRS990EZ/TypeOfOrganizationTrustInd	0	X
IRS990EZ/WebsiteAddressTxt	0	N/A
IRS990ScheduleA/CertificationInd	0	X
IRS990ScheduleA/Contribution35ControlledInd	0	0
IRS990ScheduleA/ContributionControllerInd	0	0
IRS990ScheduleA/ContributionFamilyInd	0	0
IRS990ScheduleA/SupportedOrganizationsTotalCnt	0	1
IRS990ScheduleA/SupportedOrgInformationGrp/EIN	0	016000244
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd	0	1
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc	0	6
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt	0	15150
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1	0	TOWN OF LOVELL ME
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd	0	1
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd	0	1
IRS990ScheduleA/SupportingOrganization509a3Ind	0	X
IRS990ScheduleA/SupportingOrgType1Ind	0	X
IRS990ScheduleA/SupportSumAmt	0	15150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	DESCRIPTION: MORGAN STANLEY. AMOUNT: 4,696. DESCRIPTION: MORGAN STANLEY. AMOUNT: 11,759. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 16,455.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	ACTIVITY CLASSIFICATION: SCHOLARSHIPS. GRANTEE NAME: LOVELL MAINE STUDENTS. AMOUNT GIVEN: 15,150.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	DESCRIPTION: ADVERTISING. AMOUNT: 248. DESCRIPTION: BANK FEES. AMOUNT: 129. TOTAL TO FORM 990-EZ, LINE 16: 377.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	3	DESCRIPTION: MARKETABLE SECURITIES - AT COST. BEG. OF YEAR AMOUNT: 198,737. END OF YEAR AMOUNT: 216,149.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	2	FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	3	FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc	0	THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS	0	2015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	PETER MALIA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	2079352061
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2014-04-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1	0	WARREN B & JOHN W MCKEEN EDUCATIONAL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	MCKE
ReturnHeader/Filer/EIN	0	016094381
ReturnHeader/Filer/PhoneNum	0	2079352061
ReturnHeader/Filer/USAddress/AddressLine1	0	PO BOX 290
ReturnHeader/Filer/USAddress/City	0	FRYEBURG
ReturnHeader/Filer/USAddress/State	0	ME
ReturnHeader/Filer/USAddress/ZIPCode	0	04037
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	020522664
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1	0	GAMWELL CAPUTO & CO PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1	0	41 WASHINGTON ST SUITE 10
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City	0	CONWAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State	0	NH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode	0	03818
ReturnHeader/PreparerPersonGrp/PhoneNum	0	6034473356
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	DAVID A CAPUTO CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd	0	X
ReturnHeader/ReturnTs	0	2014-05-09T08:41:15-05:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2013-01-01
ReturnHeader/TaxPeriodEndDt	0	2013-12-31
ReturnHeader/TaxYr	0	2013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $238,340
Liabilities: $0
Net assets: $238,340
Revenue: $16,455
Expenses: $17,698
Net income: -$1,243

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$3.41	$0.00	$3.41	$0.15	$0.16	$0.01
2023Detailed filing. Detailed filing data is available for this year.	$3.43	$0.00	$3.43	$0.14	$0.26	$0.11
2022Detailed filing. Detailed filing data is available for this year.	$3.54	$0.00	$3.54	$0.16	$0.16	$0.01
2021Detailed filing. Detailed filing data is available for this year.	$3.54	$0.00	$3.54	$0.42	$0.14	$0.28
2020Detailed filing. Detailed filing data is available for this year.	$3.25	$0.00	$3.25	$0.18	$0.13	$0.05
2019Detailed filing. Detailed filing data is available for this year.	$3.22	$0.00	$3.22	$0.08	$0.13	$0.05
2018Detailed filing. Detailed filing data is available for this year.	$3.27	$0.00	$3.27	$0.26	$0.19	$0.07
2017Detailed filing. Detailed filing data is available for this year.	$3.20	$0.00	$3.20	$0.08	$0.15	$0.08
2016Detailed filing. Detailed filing data is available for this year.	$3.28	$0.00	$3.28	$0.00	$0.21	$0.20
2015Detailed filing. Detailed filing data is available for this year.	$3.48	$0.00	$3.48	$1.25	$0.17	$1.08
2014Detailed filing. Detailed filing data is available for this year.	$2.40	$0.00	$2.40	$0.27	$0.25	$0.02
2013Detailed filing. Detailed filing data is available for this year.	$2.38	$0.00	$2.38	$0.16	$0.18	$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.	$2.40	$0.00	$2.40	$0.16	$0.22	$0.06
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.	$2.46	$0.00	$2.46	$0.19	$0.21	$0.02