Kenneth Caffey Memorial Scholarship Foundation % Stuart Caffey

990PF • Fiscal year 2017 • EIN 26-3110470

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 30, 2018

Organization Profile

12715 Lone Mountain PassLeander, TX 78641

(240) 482-2560

Siviq Scores

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

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

46%

Higher net margin than 90% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

69%

Faster asset growth than 90% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

4000%

Faster revenue growth than 99% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet

Liabilities / Assets59th percentile

Assets

$23,249

Up $9,500 (+69%) from 2016

Net Assets

$23,249

Up $9,500 (+69%) from 2016

Liabilities

Flat

Flat from 2016

Revenue And Expenses

Liabilities / Revenue59th percentile Net Margin90th percentile

Revenue

$20,500

Up $20,000 (+4000%) from 2016

Expenses

Down

$11,000

Down $10,000 (-48%) from 2016

Net Income

$9,500

Up $30,000 (+146%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth90th percentile

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

Highlighted filing

2017

Assets$23,249

Liabilities$0

Net Assets$23,249

Open 2017 Filing

Operations Trend

Revenue Growth99th percentile

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

Highlighted filing

2017

Revenue$20,500

Expenses$11,000

Net Income$9,500

Open 2017 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2017 to Dec 31, 2017
Signed: Apr 30, 2018
Return Version: 2017v2.3

Compensation and Service Providers

Top Officer Pay77th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
Stuart Caffey	President	-	$0	-	-
Dawn Marlow	Secretary, Treasurer	-	$0	-	-
Rebecca McWilliams	Director	-	$0	-	-
Sherry Schneider	Director	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Kenneth Caffey Memorial
EIN: 26-3110470
In Care Of: % STUART CAFFEY
Address: 12715 Lone Mountain Pass, Leander, TX 78641

Signing Officer

Name: Stuart Caffey
Title: President
Phone: 5122677546
Signed: 2018-04-30
Discuss with paid preparer: Yes

Preparer

Firm: Aegis Wealth Management LLC
Address: 6903 ROCKLEDGE DRIVE STE 940, BETHESDA, MD 20817
Preparer: Sandra C Hou
Phone: 2404822560

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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/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	34581
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	108805
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	9405
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	18761
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	22500
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	26528
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	31611
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr	0	2015
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr	0	2014
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr	0	2013
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	10000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	9405
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	143386
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	133981
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	0	1
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm	0	Stuart D Caffey
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	0	12715 Lone Mountain Pass
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm	0	Leander
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd	0	TX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd	0	78641
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	0	20000
IRS990ScheduleB/GeneralRuleInd	0	X
IRS990ScheduleB/Organization501c3ExemptPFInd	0	X
ReturnHeader/BuildTS	0	2018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	STUART CAFFEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	President
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	5122677546
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2018-04-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	Kenneth Caffey Memorial
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt	0	Scholarship Foundation
ReturnHeader/Filer/BusinessNameControlTxt	0	KENN
ReturnHeader/Filer/EIN	0	263110470
ReturnHeader/Filer/InCareOfNm	0	% STUART CAFFEY
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	12715 Lone Mountain Pass
ReturnHeader/Filer/USAddress/CityNm	0	Leander
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	TX
ReturnHeader/Filer/USAddress/ZIPCd	0	78641
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId	0	97DE0C08707EB662CBD5B386ADE799878C667095
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId	0	97DE0C08707EB662CBD5B386ADE799878C667095
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId	0	52211520181235000000
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt	0	2018-05-03
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd	0	P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt	0	50.193.152.25
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	AEGIS WEALTH MANAGEMENT LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	6903 ROCKLEDGE DRIVE STE 940
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	BETHESDA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	20817
ReturnHeader/PreparerPersonGrp/PhoneNum	0	2404822560
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2018-04-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Sandra C Hou
ReturnHeader/ReturnTs	0	2018-05-03T14:53:27-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2017-01-01
ReturnHeader/TaxPeriodEndDt	0	2017-12-31
ReturnHeader/TaxYr	0	2017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $23,249
Liabilities: $0
Net assets: $23,249
Revenue: $20,500
Expenses: $11,000
Net income: $9,500

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$6.72	$0.00	$6.72	$7.10	$16.2	$9.12
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$15.8	$0.00	$15.8	$20.6	$23.6	$3.03
2022Detailed filing. Detailed filing data is available for this year.	$18.9	$0.00	$18.9	$40.1	$28.5	$11.6
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$7.30	$0.00	$7.30	$20.6	$28.5	$7.90
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$15.2	$0.00	$15.2	$21.5	$29.8	$8.30
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$23.5	$0.00	$23.5	$40.6	$29.8	$10.9
2018Detailed filing. Detailed filing data is available for this year.	$12.6	$0.00	$12.6	$0.50	$11.1	$10.6
2017Detailed filing. Detailed filing data is available for this year.	$23.2	$0.00	$23.2	$20.5	$11.0	$9.50
2016Detailed filing. Detailed filing data is available for this year.	$13.7	$0.00	$13.7	$0.50	$21.0	$20.5
2015Detailed filing. Detailed filing data is available for this year.	$34.2	$0.00	$34.2	$40.0	$23.5	$16.5
2014Detailed filing. Detailed filing data is available for this year.	$17.7	$0.00	$17.7	$22.5	$29.0	$6.50
2013Detailed filing. Detailed filing data is available for this year.	$24.2	$0.00	$24.2	$29.3	$32.5	$3.20
2012Detailed filing. Detailed filing data is available for this year.	$20.1	$0.00	$20.1		$36.2
2011Detailed filing. Detailed filing data is available for this year.	$5.10	$0.00	$5.10		$55.0
2010Detailed filing. Detailed filing data is available for this year.	$21.2	$0.00	$21.2		$38.1