Civic Intelligence

Keniston and Dane Educational Fund

990PF • Fiscal year 2018 • EIN 03-0341752

Jan 01, 2018 to Dec 31, 2018 • Filed on May 15, 2019

Organization Profile
553 Mosher RdSheffield, VT 05866

(802) 626-9001

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

4th percentile

-124%

Higher net margin than 4% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

29th percentile

-3.4%

Faster asset growth than 29% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

7th percentile

-46%

Faster revenue growth than 7% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$1,099,227

Down $38,604 (-3.4%) from 2017

Net Assets

Down

$1,099,227

Down $38,604 (-3.4%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin4th percentile

Revenue

Down

$32,216

Down $27,622 (-46%) from 2017

Expenses

Down

$72,133

Down $17,315 (-19%) from 2017

Net Income

Down

-$39,917

Down $10,307 (-35%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,434,028Liabilities 2011: $02011Assets 2012: $1,482,367Liabilities 2012: $02012Assets 2013: $1,495,041Liabilities 2013: $0Net Assets 2013: $1,495,0412013Assets 2014: $1,554,309Liabilities 2014: $0Net Assets 2014: $1,554,3092014Assets 2015: $1,562,302Liabilities 2015: $0Net Assets 2015: $1,562,3022015Assets 2016: $1,164,629Liabilities 2016: $0Net Assets 2016: $1,164,6292016Assets 2017: $1,137,831Liabilities 2017: $0Net Assets 2017: $1,137,8312017Assets 2018: $1,099,227Liabilities 2018: $0Net Assets 2018: $1,099,2272018Assets 2019: $1,142,923Liabilities 2019: $0Net Assets 2019: $1,142,9232019Assets 2020: $1,150,588Liabilities 2020: $0Net Assets 2020: $1,150,5882020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021

Highlighted filing

2018

Assets$1,099,227
Liabilities$0
Net Assets$1,099,227
Open 2018 Filing

Operations Trend

Revenue Growth7th percentile

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

$400K$200K$0-$200K-$400KRevenue 2011: $46,531Expenses 2011: $39,061Net Income 2011: $7,4702011Revenue 2012: $84,868Expenses 2012: $37,182Net Income 2012: $47,6862012Revenue 2013: $50,213Expenses 2013: $37,540Net Income 2013: $12,6732013Revenue 2014: $96,368Expenses 2014: $35,588Net Income 2014: $60,7802014Revenue 2015: $44,804Expenses 2015: $39,934Net Income 2015: $4,8702015Revenue 2016: $88,151Expenses 2016: $336,758Net Income 2016: -$248,6072016Revenue 2017: $59,838Expenses 2017: $89,448Net Income 2017: -$29,6102017Revenue 2018: $32,216Expenses 2018: $72,133Net Income 2018: -$39,9172018Revenue 2019: $118,582Expenses 2019: $71,931Net Income 2019: $46,6512019Revenue 2020: $89,270Expenses 2020: $76,832Net Income 2020: $12,4382020Revenue 2021: $91,043Expenses 2021: $80,087Net Income 2021: $10,9562021

Highlighted filing

2018

Revenue$32,216
Expenses$72,133
Net Income-$39,917
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 15, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SELECT BOARDSSHEFFIELD WHEELOCK VTTrustees-$0--
Filing and Contact Details

Filer

Filer Name
Keniston and Dane Educational Fund
EIN
03-0341752
Phone
8026269001
Address
553 MOSHER RD, SHEFFIELD, VT 05866

Signing Officer

Name
Max Aldrich
Title
Trustee
Phone
8026269001
Signed
2019-05-15
Discuss with paid preparer
Yes

Preparer

Firm
A M Peisch & Company Llp
Address
1020 MEMORIAL DRIVE, ST JOHNSBURY, VT 05819
Preparer
Anne D Smith CPA
Phone
8027485654
Raw XML Appendix340 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0SELECT BOARDSSHEFFIELD WHEELOCK VT
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IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0PROVIDES COLLEGE SCHOLARSHIPS TO APPROXIMATELY 30 AREA STUDENTS FOR HIGHER EDUCATION.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0SUPPORTS AN 8TH GRADE CLASS TRIP AND HIKING CLUB FOR A LOCAL PUBLIC SCHOOL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt149313
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0GRANT TO MILLERS RUN SCHOOL FOR 8TH GRADE AND HIKING CLUB
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0VARIOUS GRANTS TO COLLEGE STUDENTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt08TH GRADE & HIKING CLUB - MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1GRANTS TO 25+- COLLEGE STUDE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt03249 VT-122
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 165
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SHEFFIELD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SHEFFIELD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0VT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1VT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd005866
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd105866
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt055043
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt04332
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt057296
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt065450
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt061628
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt061118
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt057296
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0432
OtherDecreasesSchedule/OtherDecreasesDetail/Amt1145
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0TAX DUE FOR 2018
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1INVESTMENT EXPENSES RELATED TO EXEMPT INCOME
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT ADVICE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BOOKKEEPING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc220% QBI DEDUCTION
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1300
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt010048
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2149
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt09917
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1300
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2149
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0360
OtherIncreasesSchedule/OtherIncreasesDetail/Amt11381
OtherIncreasesSchedule/OtherIncreasesDetail/Amt2149
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0EXEMPT INTEREST NOT SUBJECT TO AMT - STATES
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1EXEMPT INTEREST SUBJECT TO AMT - STATES
OtherIncreasesSchedule/OtherIncreasesDetail/Desc220% QBI DEDUCTION
TaxesSchedule/TaxesDetail/Amt0439
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0439
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MAX ALDRICH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08026269001
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KENISTON AND DANE EDUCATIONAL FUND
ReturnHeader/Filer/BusinessNameControlTxt0KENI
ReturnHeader/Filer/EIN0030341752
ReturnHeader/Filer/PhoneNum08026269001
ReturnHeader/Filer/USAddress/AddressLine1Txt0553 MOSHER RD
ReturnHeader/Filer/USAddress/CityNm0SHEFFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VT
ReturnHeader/Filer/USAddress/ZIPCd005866
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId014661E5A720A572C7B590D55CB9B09D782780111
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId02F1A1FCDF6C92B14D34B478E456A11C23575DCAD
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.88.174.3
ReturnHeader/FilingSecurityInformation/IPDt02019-05-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm011:30:24
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0030210880
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0A M PEISCH & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01020 MEMORIAL DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ST JOHNSBURY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd005819
ReturnHeader/PreparerPersonGrp/PhoneNum08027485654
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANNE D SMITH CPA
ReturnHeader/ReturnTs02019-05-15T12:56:00-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,099,227
Liabilities
$0
Net assets
$1,099,227
Revenue
$32,216
Expenses
$72,133
Net income
-$39,917
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.09$0.08$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.15$0.00$1.15$0.09$0.08$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.14$0.00$1.14$0.12$0.07$0.05
2018Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.03$0.07$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.06$0.09$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.09$0.34$0.25
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.56$0.00$1.56$0.04$0.04$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.10$0.04$0.06
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.50$0.00$1.50$0.05$0.04$0.01
2012Summary only. Only limited summary data is available for this year.$1.48$0.00$0.08$0.04$0.05
2011Summary only. Only limited summary data is available for this year.$1.43$0.00$0.05$0.04$0.01