Civic Intelligence

Max York Educational Foundation

990 • Fiscal year 2022 • EIN 22-2859796

Jul 01, 2021 to Jun 30, 2022 • Filed on Dec 15, 2022

Organization ProfileNONE
15 Preble StreetGroveton, NH 03582

(603) 636-1437

Siviq Scores

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

Liabilities / Assets

51st percentile

0.07x

Higher debt load relative to assets than 51% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

76th percentile

0.37x

Higher debt load relative to revenue than 76% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

86th percentile

41%

Higher net margin than 86% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

13th percentile

-15%

Faster asset growth than 13% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

92nd percentile

124%

Faster revenue growth than 92% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets51st percentile

Assets

Down

$1,663,193

Down $288,564 (-15%) from 2021

Net Assets

Down

$1,554,146

Down $341,005 (-18%) from 2021

Liabilities

Up

$109,047

Up $52,441 (+93%) from 2021

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin86th percentile

Revenue

Up

$293,003

Up $162,021 (+124%) from 2021

Expenses

Up

$171,425

Up $62,792 (+58%) from 2021

Net Income

Up

$121,578

Up $99,229 (+444%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth13th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,352,593Liabilities 2010: $32,000Net Assets 2010: $1,320,5932010Assets 2011: $1,284,377Liabilities 2011: $17,000Net Assets 2011: $1,267,3772011Assets 2012: $1,350,173Liabilities 2012: $18,132Net Assets 2012: $1,332,0412012Assets 2013: $1,507,980Liabilities 2013: $35,892Net Assets 2013: $1,472,0882013Assets 2014: $1,563,256Liabilities 2014: $30,807Net Assets 2014: $1,532,4492014Assets 2015: $1,471,704Liabilities 2015: $31,198Net Assets 2015: $1,440,5062015Assets 2016: $1,545,857Liabilities 2016: $35,786Net Assets 2016: $1,510,0712016Assets 2017: $1,685,764Liabilities 2017: $30,950Net Assets 2017: $1,654,8142017Assets 2018: $1,631,343Liabilities 2018: $31,500Net Assets 2018: $1,599,8432018Assets 2019: $1,669,592Liabilities 2019: $28,470Net Assets 2019: $1,641,1222019Assets 2020: $1,702,015Liabilities 2020: $34,685Net Assets 2020: $1,667,3302020Assets 2021: $1,951,757Liabilities 2021: $56,606Net Assets 2021: $1,895,1512021Assets 2022: $1,663,193Liabilities 2022: $109,047Net Assets 2022: $1,554,1462022Assets 2023: $1,614,409Liabilities 2023: $25,000Net Assets 2023: $1,589,4092023Assets 2024: $1,697,678Liabilities 2024: $41,913Net Assets 2024: $1,655,7652024

Highlighted filing

2022

Assets$1,663,193
Liabilities$109,047
Net Assets$1,554,146
Open 2022 Filing

Operations Trend

Revenue Growth92nd percentile

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

$300K$200K$100K$0-$100KExpenses 2010: $63,8862010Expenses 2011: $76,8902011Expenses 2012: $61,4172012Revenue 2013: $77,923Expenses 2013: $56,330Net Income 2013: $21,5932013Revenue 2014: $63,222Expenses 2014: $58,749Net Income 2014: $4,4732014Revenue 2015: $51,118Expenses 2015: $84,966Net Income 2015: -$33,8482015Revenue 2016: $49,967Expenses 2016: $75,737Net Income 2016: -$25,7702016Revenue 2017: $84,462Expenses 2017: $73,121Net Income 2017: $11,3412017Revenue 2018: $83,630Expenses 2018: $47,189Net Income 2018: $36,4412018Revenue 2019: $89,557Expenses 2019: $102,641Net Income 2019: -$13,0842019Revenue 2020: $274,553Expenses 2020: $85,473Net Income 2020: $189,0802020Revenue 2021: $130,982Expenses 2021: $108,633Net Income 2021: $22,3492021Revenue 2022: $293,003Expenses 2022: $171,425Net Income 2022: $121,5782022Revenue 2023: $22,957Expenses 2023: $90,832Net Income 2023: -$67,8752023Revenue 2024: $80,035Expenses 2024: $113,581Net Income 2024: -$33,5462024

Highlighted filing

2022

Revenue$293,003
Expenses$171,425
Net Income$121,578
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Dec 15, 2022
Return Version
2021v4.0
Gross Receipts
$1,037,425
Mission and Program Overview

Mission

Promotion of educational programs and events.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,912,098$1,555,448▼ $356,650
Cash and Non-Interest-Bearing Accounts$39,659$107,745▲ $68,086
Total Assets$1,951,757$1,663,193▼ $288,564
Liabilities
Other Liabilities$56,606$109,047▲ $52,441
Total Liabilities$56,606$109,047▲ $52,441
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,895,151$1,554,146▼ $341,005
Total Net Assets Fund Balance$1,895,151$1,554,146▼ $341,005
Total Liabilities and Net Assets / Fund Balance$1,951,757$1,663,193▼ $288,564
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Melinda KennettChair
Courtney MclainTrustee
James WeagleTrustee
Jeffrey St CyrTrustee
Ronna CadaretteTrustee
Tina LundervilleAssistant Ch
Nicole McmannSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$293,003
Other Revenue
$0
Change in Net Assets
$121,578
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$150,772
Other Expenses$20,653
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$150,772--$150,772
Fees for Service Investment Mgmnt Fees-$14,499-$14,499
Fees for Services Accounting-$3,750-$3,750
Insurance-$1,643-$1,643
Fees for Services Other-$686-$686
Fees for Services Legal-$75-$75
Total Functional Expenses$150,772$20,653$0$171,425
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
Approved Projects Payable$109,047
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
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, Page 6, Part VI, Line 11B

“Form 990 is reviewed by the chair of the board of trustees before filing.”

Form 990, Page 6, Part VI, Line 19

“AVAILABLE UPON REQUEST.”

Filing and Contact Details

Filer

Filer Name
Max York Educational Foundation
EIN
22-2859796
Phone
6036361437
Address
15 PREBLE STREET, GROVETON, NH 03582

Signing Officer

Name
Melinda Kennett
Title
Chair
Phone
6036361437
Signed
2022-12-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Melinda Kennett
Formed
1987
Legal Domicile
Nh
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
7

Preparer

Firm
Cohos Advisors Pllc
Address
272 MAIN ST, LANCASTER, NH 03584-3340
Preparer
Kendra J Bell
Phone
6037884928
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Unrealized gain (loss) -462,583”

Raw XML Appendix386 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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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0109047
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0APPROVED PROJECTS PAYABLE
IRS990ScheduleD/TotalLiabilityAmt0109047
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt044500
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt1106272
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1EDUCATIONAL PROJECTS
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt137
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS REVIEWED BY THE CHAIR OF THE BOARD OF TRUSTEES BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UNREALIZED GAIN (LOSS) -462,583
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XI, LINE 9
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
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IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsGrp/EOYAmt01663193
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IRS990/VotingMembersIndependentCnt07
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IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MELINDA KENNETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum06036361437
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-12-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MAX YORK EDUCATIONAL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MAXY
ReturnHeader/Filer/EIN0222859796
ReturnHeader/Filer/PhoneNum06036361437
ReturnHeader/Filer/USAddress/AddressLine1Txt015 PREBLE STREET
ReturnHeader/Filer/USAddress/CityNm0GROVETON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NH
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0205860710
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0COHOS ADVISORS PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0272 MAIN ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LANCASTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0035843340
ReturnHeader/PreparerPersonGrp/PhoneNum06037884928
ReturnHeader/PreparerPersonGrp/PreparationDt02022-12-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KENDRA J BELL
ReturnHeader/ReturnTs02022-12-21T13:13:32-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MELINDA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KENNETT
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,663,193
Liabilities
$109,047
Net assets
$1,554,146
Revenue
$293,003
Expenses
$171,425
Net income
$121,578
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Summary only. Only limited summary data is available for this year.$1.70$0.04$1.66$0.08$0.11$0.03
2023Summary only. Only limited summary data is available for this year.$1.61$0.03$1.59$0.02$0.09$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.66$0.11$1.55$0.29$0.17$0.12
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.95$0.06$1.90$0.13$0.11$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.70$0.03$1.67$0.27$0.09$0.19
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.67$0.03$1.64$0.09$0.10$0.01
2018Summary only. Only limited summary data is available for this year.$1.63$0.03$1.60$0.08$0.05$0.04
2017Summary only. Only limited summary data is available for this year.$1.69$0.03$1.65$0.08$0.07$0.01
2016Summary only. Only limited summary data is available for this year.$1.55$0.04$1.51$0.05$0.08$0.03
2015Summary only. Only limited summary data is available for this year.$1.47$0.03$1.44$0.05$0.08$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.56$0.03$1.53$0.06$0.06$0.00
2013Detailed filing. Detailed filing data is available for this year.$1.51$0.04$1.47$0.08$0.06$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.35$0.02$1.33$0.06
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.28$0.02$1.27$0.08
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.35$0.03$1.32$0.06