Civic Intelligence

Keith Mcheffey Foundation

990EZ • Fiscal year 2022 • EIN 22-3832409

Jan 01, 2022 to Dec 31, 2022 • Filed on Feb 06, 2023

Organization ProfileWWW.KDMFOUNDATION.COM
457 Sycamore AveShrewsbury, NJ 07702

(732) 757-7838

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 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

68th percentile

35%

Higher net margin than 68% of similar nonprofits.

2022 filings • NTEE B82 • <$500k nonprofits • Source year 2022

Top Officer Pay

95th percentile

$0

Higher top officer pay than 95% of similar nonprofits.

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

2022 filings • NTEE B82 • <$500k nonprofits • Source year 2022

Asset Growth

70th percentile

12%

Faster asset growth than 70% of similar nonprofits.

2022 filings • NTEE B82 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

28th percentile

-32%

Faster revenue growth than 28% of similar nonprofits.

2022 filings • NTEE B82 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$36,547

Up $3,964 (+12%) from 2021

Net Assets

Up

$36,547

Up $3,964 (+12%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin68th percentile

Revenue

Down

$11,309

Down $5,315 (-32%) from 2021

Expenses

Up

$7,346

Up $789 (+12%) from 2021

Net Income

Down

$3,963

Down $6,104 (-61%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

$100K$50K$0Assets 2011: $66,430Liabilities 2011: $02011Assets 2012: $82,752Liabilities 2012: $02012Assets 2013: $61,682Liabilities 2013: $02013Assets 2014: $47,542Liabilities 2014: $02014Assets 2015: $39,335Liabilities 2015: $02015Assets 2016: $41,005Liabilities 2016: $02016Assets 2017: $41,395Net Assets 2017: $41,3952017Assets 2018: $27,185Net Assets 2018: $27,1852018Assets 2019: $33,930Net Assets 2019: $33,9302019Assets 2020: $22,516Net Assets 2020: $22,5162020Assets 2021: $32,583Net Assets 2021: $32,5832021Assets 2022: $36,547Net Assets 2022: $36,5472022Assets 2023: $35,991Net Assets 2023: $35,9912023Assets 2024: $32,038Net Assets 2024: $32,0382024

Highlighted filing

2022

Assets$36,547
Liabilities-
Net Assets$36,547
Open 2022 Filing

Operations Trend

Revenue Growth28th percentile

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

$100K$50K$0-$50KRevenue 2011: $72,614Expenses 2011: $95,775Net Income 2011: -$23,1612011Revenue 2012: $37,768Expenses 2012: $21,446Net Income 2012: $16,3222012Revenue 2013: $30,192Expenses 2013: $51,262Net Income 2013: -$21,0702013Revenue 2014: $21,132Expenses 2014: $35,272Net Income 2014: -$14,1402014Revenue 2015: $5,605Expenses 2015: $13,812Net Income 2015: -$8,2072015Revenue 2016: $18,527Expenses 2016: $16,857Net Income 2016: $1,6702016Revenue 2017: $22,309Expenses 2017: $21,919Net Income 2017: $3902017Revenue 2018: $2,001Expenses 2018: $16,211Net Income 2018: -$14,2102018Revenue 2019: $24,531Expenses 2019: $17,786Net Income 2019: $6,7452019Revenue 2020: $4,510Expenses 2020: $15,925Net Income 2020: -$11,4152020Revenue 2021: $16,624Expenses 2021: $6,557Net Income 2021: $10,0672021Revenue 2022: $11,309Expenses 2022: $7,346Net Income 2022: $3,9632022Revenue 2023: $6,017Expenses 2023: $6,574Net Income 2023: -$5572023Revenue 2024: $5,016Expenses 2024: $8,969Net Income 2024: -$3,9532024

Highlighted filing

2022

Revenue$11,309
Expenses$7,346
Net Income$3,963
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Feb 6, 2023
Return Version
2022v4.1
Gross Receipts
$11,309
Mission and Program Overview

Mission

To provide financial assistance to local students through the creation of memorial scholarships and to assist in other community pprojects.

Program Services

DescriptionGrantsExpenses
TO PROVIDE FINANCIAL ASSISTANCE TO LOCAL STUDENTS THROUGH THE CREATION OF MEMORIAL SCHOLARSHIPS AND TO ASSIST IN OTHER COMMUNITY PROJECTS.-$6,000
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL PANTERPresident-$0--
DANIEL KELLYTreasurer-$0--
JEFFEREY WHITESecretary-$0--
WILLIAM CROWTrustee-$0--
GREGG KENNEDYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Keith Mcheffey Foundation
EIN
22-3832409
Phone
7327577838
Address
457 SYCAMORE AVE, SHREWSBURY, NJ 07702

Signing Officer

Name
Daniel Kelly
Title
Treasurer
Phone
7327577838
Signed
2023-02-06
Discuss with paid preparer
Yes

Preparer

Firm
Whale Mallozzi & Padgett
Address
3301 STATE ROUTE 66 BLDG A SUITE 2, NEPTUNE, NJ 07753
Preparer
Thomas J Whale
Phone
7329455995
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses nj fees 30 scholarships 6,000 website fees 377 bank fees 35 total 6,442”

Form 990-ez, Part III

“To provide financial assistance to local students through the creation of memorial scholarships and to assist in other community pprojects.”

Raw XML Appendix145 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0DANIEL KELLY
IRS990EZ/BooksInCareOfDetail/PhoneNum07327577838
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0457 SYCAMORE AVENUE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SHREWSBURY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NJ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd007702
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt032584
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt036547
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt011300
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03963
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0500
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt032584
IRS990EZ/Form990TotalAssetsGrp/EOYAmt036547
IRS990EZ/GrossReceiptsAmt011309
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt09
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt032584
IRS990EZ/NetAssetsOrFundBalancesEOYAmt036547
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt032584
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt036547
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MICHAEL PANTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DANIEL KELLY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JEFFEREY WHITE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3WILLIAM CROW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4GREGG KENNEDY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt06442
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE FINANCIAL ASSISTANCE TO LOCAL STUDENTS THROUGH THE CREATION OF MEMORIAL SCHOLARSHIPS AND TO ASSIST IN OTHER COMMUNITY PPROJECTS.
IRS990EZ/PrintingPublicationsPostageAmt0404
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE FINANCIAL ASSISTANCE TO LOCAL STUDENTS THROUGH THE CREATION OF MEMORIAL SCHOLARSHIPS AND TO ASSIST IN OTHER COMMUNITY PROJECTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt06000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt07346
IRS990EZ/TotalProgramServiceExpensesAmt06000
IRS990EZ/TotalRevenueAmt011309
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.KDMFOUNDATION.COM
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt011300
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt017172
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt05300
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt024476
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01150
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt059398
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt049
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt049
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt05007
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt011597
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt016604
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt049
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt049
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99940
IRS990ScheduleA/PublicSupportPY509Pct00.99880
IRS990ScheduleA/PublicSupportTotal509Amt076002
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt011300
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt017172
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt010307
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt024476
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt012747
IRS990ScheduleA/Total509Grp/TotalAmt076002
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt011300
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt017172
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt010307
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt024476
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt012796
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt076051
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES NJ FEES 30 SCHOLARSHIPS 6,000 WEBSITE FEES 377 BANK FEES 35 TOTAL 6,442
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO PROVIDE FINANCIAL ASSISTANCE TO LOCAL STUDENTS THROUGH THE CREATION OF MEMORIAL SCHOLARSHIPS AND TO ASSIST IN OTHER COMMUNITY PPROJECTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DANIEL KELLY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07327577838
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-02-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KEITH MCHEFFEY FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O DAN KELLY
ReturnHeader/Filer/BusinessNameControlTxt0KEIT
ReturnHeader/Filer/EIN0223832409
ReturnHeader/Filer/PhoneNum07327577838
ReturnHeader/Filer/USAddress/AddressLine1Txt0457 SYCAMORE AVE
ReturnHeader/Filer/USAddress/CityNm0SHREWSBURY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd007702
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0471646722
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WHALE MALLOZZI & PADGETT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03301 STATE ROUTE 66 BLDG A SUITE 2
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEPTUNE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd007753
ReturnHeader/PreparerPersonGrp/PhoneNum07329455995
ReturnHeader/PreparerPersonGrp/PreparationDt02023-02-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS J WHALE
ReturnHeader/ReturnTs02023-02-09T11:30:18-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DANIEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KELLY
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$36,547
Liabilities
-
Net assets
$36,547
Revenue
$11,309
Expenses
$7,346
Net income
$3,963
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$32.0$32.0$5.02$8.97$3.95
2023Detailed filing. Detailed filing data is available for this year.$36.0$36.0$6.02$6.57$0.56
2022Detailed filing. Detailed filing data is available for this year.$36.5$36.5$11.3$7.35$3.96
2021Detailed filing. Detailed filing data is available for this year.$32.6$32.6$16.6$6.56$10.1
2020Detailed filing. Detailed filing data is available for this year.$22.5$22.5$4.51$15.9$11.4
2019Detailed filing. Detailed filing data is available for this year.$33.9$33.9$24.5$17.8$6.75
2018Detailed filing. Detailed filing data is available for this year.$27.2$27.2$2.00$16.2$14.2
2017Detailed filing. Detailed filing data is available for this year.$41.4$41.4$22.3$21.9$0.39
2016Summary only. Only limited summary data is available for this year.$41.0$0.00$18.5$16.9$1.67
2015Summary only. Only limited summary data is available for this year.$39.3$0.00$5.61$13.8$8.21
2014Summary only. Only limited summary data is available for this year.$47.5$0.00$21.1$35.3$14.1
2013Summary only. Only limited summary data is available for this year.$61.7$0.00$30.2$51.3$21.1
2012Summary only. Only limited summary data is available for this year.$82.8$0.00$37.8$21.4$16.3
2011Summary only. Only limited summary data is available for this year.$66.4$0.00$72.6$95.8$23.2