Civic Intelligence

Keniston and Dane Educational Fund

990PF • Fiscal year 2021 • EIN 03-0341752

Jan 01, 2021 to Dec 31, 2021 • Filed on Jun 03, 2022

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

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

55th percentile

12%

Higher net margin than 55% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

49th percentile

2.0%

Faster revenue growth than 49% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $1,150,588 (-100%) from 2020

Net Assets

Down

$0

Down $1,150,588 (-100%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin55th percentile

Revenue

Up

$91,043

Up $1,773 (+2.0%) from 2020

Expenses

Up

$80,087

Up $3,255 (+4.2%) from 2020

Net Income

Down

$10,956

Down $1,482 (-12%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth2nd 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

2021

Assets$0
Liabilities$0
Net Assets$0
Open 2021 Filing

Operations Trend

Revenue Growth49th 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

2021

Revenue$91,043
Expenses$80,087
Net Income$10,956
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jun 3, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SELECT BOARDSSHEFFIELD WHEELOCK VTTrustees-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-EDUCATIONNCSHEFFIELD, VT, US$56,063
Paid GrantGRANT TO MILLERS RUN SCHOOL FOR 8TH GRADE AND HIKING CLUBEDUCATIONNCSHEFFIELD, VT, US$920
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
2022-06-03
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 Appendix322 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/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt056983
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/AppliedToCurrentYearAmt011128
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt056975
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt061642
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt068103
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt050514
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt056975
LiquidationExplanationStmt/ExplanationTxt0THE KENISTON DANE FOUNDATION TRANSFERED ALL ASSETS TO A A NEWLY CREATED TRUST ENTITLED THE SW-KD EDUCATIONAL TRUST. WE ATTACHED THE TERMINATION AGREEMENT, THE NEW TRUST DOCUMENT, AND A LISTING OF THE ASSETS THAT HAVE BEEN TRANSFERED TO THE SW-KD EDUCATIONAL TRUST.
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01161676
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0LIQUIDATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT ADVICE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BOOKKEEPING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc220% QBI DEDUCTION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3OTHER FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4LEGAL EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt49100
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt010116
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010116
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1500
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt239
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt34
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt49100
OtherIncreasesSchedule/OtherIncreasesDetail/Amt039
OtherIncreasesSchedule/OtherIncreasesDetail/Amt193
OtherIncreasesSchedule/OtherIncreasesDetail/Desc020% QBI DEDUCTION
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1NONDIVIDEND DIST
TaxesSchedule/TaxesDetail/Amt0277
TaxesSchedule/TaxesDetail/Amt125
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt125
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MAX ALDRICH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08026269001
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-06-03
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/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/ReturnTs02022-06-03T10:34:03-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MAX
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ALDRICH
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$91,043
Expenses
$80,087
Net income
$10,956
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$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