Civic Intelligence

Keith Mcheffey Foundation

990EZ • Fiscal year 2023 • EIN 22-3832409

Jan 01, 2023 to Dec 31, 2023 • Filed on Feb 04, 2024

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

30th percentile

-9.3%

Higher net margin than 30% of similar nonprofits.

2023 filings • NTEE B82 • <$500k nonprofits • Source year 2023

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.

2023 filings • NTEE B82 • <$500k nonprofits • Source year 2023

Asset Growth

41st percentile

-1.5%

Faster asset growth than 41% of similar nonprofits.

2023 filings • NTEE B82 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

19th percentile

-47%

Faster revenue growth than 19% of similar nonprofits.

2023 filings • NTEE B82 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$35,991

Down $556 (-1.5%) from 2022

Net Assets

Down

$35,991

Down $556 (-1.5%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin30th percentile

Revenue

Down

$6,017

Down $5,292 (-47%) from 2022

Expenses

Down

$6,574

Down $772 (-11%) from 2022

Net Income

Down

-$557

Down $4,520 (-114%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth41st 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

2023

Assets$35,991
Liabilities-
Net Assets$35,991
Open 2023 Filing

Operations Trend

Revenue Growth19th 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

2023

Revenue$6,017
Expenses$6,574
Net Income-$557
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Feb 4, 2024
Return Version
2023v4.0
Gross Receipts
$6,017
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.-$5,000
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
2024-02-04
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 5,000 website fees 596 total 5,626”

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 Appendix140 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/BOYAmt036548
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt035991
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt06000
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-557
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0518
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt036548
IRS990EZ/Form990TotalAssetsGrp/EOYAmt035991
IRS990EZ/GrossReceiptsAmt06017
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt017
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt036548
IRS990EZ/NetAssetsOrFundBalancesEOYAmt035991
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt036548
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt035991
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/OtherExpensesTotalAmt05626
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/PrintingPublicationsPostageAmt0430
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE FINANCIAL ASSISTANCE TO LOCAL STUDENTS THROUGH THE CREATION OF MEMORIAL SCHOLARSHIPS AND TO ASSIST IN OTHER COMMUNITY PROJECTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt06574
IRS990EZ/TotalProgramServiceExpensesAmt05000
IRS990EZ/TotalRevenueAmt06017
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.KDMFOUNDATION.COM
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt06000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt011300
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt017172
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt05300
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt024476
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt064248
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt05007
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt05007
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct00.99940
IRS990ScheduleA/PublicSupportTotal509Amt069255
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt06000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt011300
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt017172
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt010307
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt024476
IRS990ScheduleA/Total509Grp/TotalAmt069255
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt06000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt011300
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt017172
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt010307
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt024476
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt069255
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES NJ FEES 30 SCHOLARSHIPS 5,000 WEBSITE FEES 596 TOTAL 5,626
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/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DANIEL KELLY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07327577838
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-02-04
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/PreparationDt02024-02-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS J WHALE
ReturnHeader/ReturnTs02024-02-12T17:24:01-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DANIEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KELLY
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$35,991
Liabilities
-
Net assets
$35,991
Revenue
$6,017
Expenses
$6,574
Net income
-$557
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