Civic Intelligence

William R Kenan Jr Endowment Fund for the Piedmont School

990 • Fiscal year 2013 • EIN 26-4633917

Jan 01, 2013 to Dec 31, 2013 • Filed on Jun 26, 2014

Organization ProfileN/A
815 Old Mill Road27262

(336) 883-0922

Siviq Scores

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

Liabilities / Assets

16th percentile

0.00x

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

2013 filings • NTEE B • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

22nd percentile

0.00x

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

2013 filings • NTEE B • $1M-$5M nonprofits • Source year 2013

Net Margin

95th percentile

69%

Higher net margin than 95% of similar nonprofits.

2013 filings • NTEE B • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2013 filings • NTEE B • $1M-$5M nonprofits • Source year 2013

Asset Growth

66th percentile

12%

Faster asset growth than 66% of similar nonprofits.

2013 filings • NTEE B • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets16th percentile

Assets

Up

$1,140,335

Up $117,672 (+12%) from 2012

Net Assets

Up

$1,140,335

Up $117,672 (+12%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue22nd percentileNet Margin95th percentile

Revenue

$114,872

No earlier filing loaded for comparison.

Expenses

Up

$35,381

Up $18,017 (+104%) from 2012

Net Income

$79,491

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2012: $1,022,663Liabilities 2012: $0Net Assets 2012: $1,022,6632012Assets 2013: $1,140,335Liabilities 2013: $0Net Assets 2013: $1,140,3352013Assets 2014: $1,216,242Liabilities 2014: $0Net Assets 2014: $1,216,2422014Assets 2015: $1,152,793Liabilities 2015: $0Net Assets 2015: $1,152,7932015Assets 2016: $1,196,000Liabilities 2016: $0Net Assets 2016: $1,196,0002016Assets 2017: $1,332,504Liabilities 2017: $0Net Assets 2017: $1,332,5042017Assets 2018: $1,191,975Liabilities 2018: $0Net Assets 2018: $1,191,9752018Assets 2019: $1,395,865Liabilities 2019: $0Net Assets 2019: $1,395,8652019Assets 2020: $1,514,468Liabilities 2020: $0Net Assets 2020: $1,514,4682020

Highlighted filing

2013

Assets$1,140,335
Liabilities$0
Net Assets$1,140,335
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0-$50KExpenses 2012: $17,3642012Revenue 2013: $114,872Expenses 2013: $35,381Net Income 2013: $79,4912013Revenue 2014: $127,712Expenses 2014: $42,869Net Income 2014: $84,8432014Revenue 2015: $53,243Expenses 2015: $49,489Net Income 2015: $3,7542015Revenue 2016: $16,133Expenses 2016: $57,584Net Income 2016: -$41,4512016Revenue 2017: $57,445Expenses 2017: $50,295Net Income 2017: $7,1502017Revenue 2018: $58,176Expenses 2018: $76,372Net Income 2018: -$18,1962018Revenue 2019: $64,249Expenses 2019: $64,277Net Income 2019: -$282019Revenue 2020: $48,200Expenses 2020: $65,428Net Income 2020: -$17,2282020

Highlighted filing

2013

Revenue$114,872
Expenses$35,381
Net Income$79,491
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Jun 26, 2014
Return Version
2013v3.0
Gross Receipts
$114,872
Mission and Program Overview

Mission

This organization was created to establish an endowment fund to provide scholarship funding at the piedmont school.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$1,022,664$1,140,337▲ $117,673
Rtn Earn Endowment Incm Other Fnds$1,022,663$1,140,335▲ $117,672
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Cash and Non-Interest-Bearing Accounts$-1$-2▼ $1
Total Assets$1,022,663$1,140,335▲ $117,672
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,022,663$1,140,335▲ $117,672
Total Liabilities and Net Assets / Fund Balance$1,022,663$1,140,335▲ $117,672

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,140,337--
Compensation and Service Providers
Top Officer Pay41st percentile

Board Members and Trustees

NameTitle
Louise L FosterPresident/director
Susan CulpDirector
Tim MontgomeryHead of School
Sumner FinchSecretary-treasurer/direct
Revenue and Support

Revenue Composition

Contributions and Grants
$50,000
Program Service Revenue
$0
Investment Income
$64,872
Other Revenue
$0
All Other Contributions
$50,000
Change in Net Assets
$79,491
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$35,381
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$25,900--$25,900
Fees for Services Other$7,456--$7,456
Fees for Services Accounting$2,025--$2,025
Total Functional Expenses$35,381$0$0$35,381
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
Governance and Compliance

Governance Checklist

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

“A copy of the 990 is given to each board member in a board meeting for review.”

Form 990, Part VI, Section B, Line 12C

“The board performs an annual review of the disclosures if any pretaining to conflicts of interest.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy and financial statments available to the public upon request.”

Filing and Contact Details

Filer

EIN
26-4633917
Phone
3368830922

Signing Officer

Name
Louise Foster
Title
President
Phone
3368830922
Signed
2014-06-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Louise Foster
Formed
2009
Legal Domicile
Nc
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Preparer
Lisa Poplin
Phone
3368840410
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Advisory fees: program service expenses 7,456. Management and general expenses 0. Fundraising expenses 0. Total expenses 7,456.”

Raw XML Appendix295 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
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT/DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1HEAD OF SCHOOL
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
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IRS990/Form990ProvidedToGvrnBodyInd01
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IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToIndividualsInd00
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10THE PIEDMONT SCHOOL
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF THE 990 IS GIVEN TO EACH BOARD MEMBER IN A BOARD MEETING FOR REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD PERFORMS AN ANNUAL REVIEW OF THE DISCLOSURES IF ANY PRETAINING TO CONFLICTS OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ADVISORY FEES: PROGRAM SERVICE EXPENSES 7,456. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,456.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 11G
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ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LOUISE FOSTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03368830922
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-06-26
ReturnHeader/Filer/BusinessName/BusinessNameLine10WILLIAM R KENAN JR ENDOWMENT FUND FOR
ReturnHeader/Filer/BusinessName/BusinessNameLine20THE PIEDMONT SCHOOL
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0264633917
ReturnHeader/Filer/PhoneNum03368830922
ReturnHeader/Filer/USAddress/AddressLine10815 OLD MILL ROAD
ReturnHeader/Filer/USAddress/City0HIGH POINT
ReturnHeader/Filer/USAddress/State0NC
ReturnHeader/Filer/USAddress/ZIPCode027262
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561146197
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10SHARRARD MCGEE & CO PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10PO BOX 5869
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0HIGH POINT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode027262
ReturnHeader/PreparerPersonGrp/PhoneNum03368840410
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LISA POPLIN
ReturnHeader/ReturnTs02014-07-11T15:23:32-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,140,335
Liabilities
$0
Net assets
$1,140,335
Revenue
$114,872
Expenses
$35,381
Net income
$79,491
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.05$0.07$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.06$0.06$0.00
2018Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.06$0.08$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.06$0.05$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.02$0.06$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.05$0.05$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.13$0.04$0.08
2013Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.11$0.04$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.02$0.00$1.02$0.02