Civic Intelligence

William R Kenan Jr Endowment Fund For

EIN 26-4633917 • 501(c)3 • High Point, NC

Profile

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

815 Old Mill RoadHigh Point, NC 27262

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

22nd percentile

0.00x

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

NTEE B • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

22nd percentile

0.00x

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

NTEE B • $1M-$5M nonprofits • Source year 2020

Net Margin

7th percentile

-36%

Higher net margin than 7% of similar nonprofits.

NTEE B • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

75th percentile

$128,573

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 266.7% of source-year revenue.

NTEE B • $1M-$5M nonprofits • Source year 2020

Asset Growth

60th percentile

8.5%

Faster asset growth than 60% of similar nonprofits.

NTEE B • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

11th percentile

-25%

Faster revenue growth than 11% of similar nonprofits.

NTEE B • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Up

$1,514,468

Up $118,603 (+8.5%) from 2019

Liabilities

Flat

$0

Flat from 2019

Net Assets

Up

$1,514,468

Up $118,603 (+8.5%) from 2019

Operations
Liabilities / Revenue22nd percentileNet Margin7th percentile

Revenue

Down

$48,200

Down $16,049 (-25%) from 2019

Expenses

Up

$65,428

Up $1,151 (+1.8%) from 2019

Net Income

Down

-$17,228

Down $17,200 (-61429%) from 2019

Trend Graphs

Balance Sheet Trend

Asset Growth60th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$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

2020

Assets$1,514,468
Liabilities$0
Net Assets$1,514,468
Open 2020 Filing

Operations Trend

Revenue Growth11th percentile

Revenue, expenses, and net income by year, with the latest 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

2020

Revenue$48,200
Expenses$65,428
Net Income-$17,228
Open 2020 Filing

Filings

Most recent year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,514,468
Liabilities
$0
Net assets
$1,514,468
Revenue
$48,200
Expenses
$65,428
Net income
-$17,228
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
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 13, 2021
Return Version
2020v4.1
Gross Receipts
$249,455
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$1,395,865$1,514,468▲ $118,603
Total Assets$1,395,865$1,514,468▲ $118,603
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,395,865$1,514,468▲ $118,603
Total Net Assets Fund Balance$1,395,865$1,514,468▲ $118,603
Total Liabilities and Net Assets / Fund Balance$1,395,865$1,514,468▲ $118,603

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,514,468--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$1,395,865-▲ $184,031-$1,514,468
2019$1,191,975-▲ $268,167-$1,395,865
2018$1,332,504-▼ $64,157-$1,191,975
2017$1,196,000-▲ $186,799-$1,332,504
2016$1,152,793$1,500▲ $99,291-$1,196,000
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleOtherTotal
Tim MontgomeryHead of School$128,573$128,573

Board Members and Trustees

NameTitle
Page KeelPresident
Louise L FosterDirector
Sumner FinchSecretary-treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$48,200
Other Revenue
$0
Change in Net Assets
$-17,228
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$50,950
Other Expenses$14,478
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$50,950--$50,950
Fees for Service Investment Mgmnt Fees$14,183--$14,183
Other Expenses$295--$295
Total Functional Expenses$65,428$0$0$65,428
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Piedmont School IncHigh Point, NC-To Provide Students of the Piedmont School With Scholarships$50,950
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 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, Part VI, Section B, Line 11B

“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 pertaining 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

Filer Name
William R Kenan Jr Endowment Fund for
EIN
26-4633917
Phone
3368830922
Address
815 OLD MILL ROAD, HIGH POINT, NC 27262

Signing Officer

Name
Sumner Finch
Title
Treasurer
Phone
3368830922
Signed
2021-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sumner Finch
Formed
2009
Legal Domicile
Nc
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
4

Preparer

Firm
Carr Riggs & Ingram LLC
Address
PO BOX 5869, HIGH POINT, NC 27262
Preparer
Lisa Poplin
Phone
3368840410
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“To provide scholarship funds for the piedmont school, inc.”

Raw XML Appendix343 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/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1HEAD OF SCHOOL
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IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
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IRS990ScheduleI/RecipientTable/USAddress/CityNm0HIGH POINT
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NC
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd027265
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
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 PERTAINING 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/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01395865
IRS990/TotalAssetsEOYAmt01514468
IRS990/TotalAssetsGrp/BOYAmt01395865
IRS990/TotalAssetsGrp/EOYAmt01514468
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt065428
IRS990/TotalFunctionalExpensesGrp/TotalAmt065428
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01395865
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01514468
IRS990/TotalOtherCompensationAmt05127
IRS990/TotalProgramServiceExpensesAmt065428
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt048200
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt048200
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt04
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01395865
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01514468
IRS990/TotReportableCompRltdOrgAmt0123446
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0815 OLD MILL ROAD
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IRS990/USAddress/ZIPCd027262
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SUMNER FINCH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03368830922
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLIAM R KENAN JR ENDOWMENT FUND FOR
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0THE PIEDMONT SCHOOL
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0264633917
ReturnHeader/Filer/PhoneNum03368830922
ReturnHeader/Filer/USAddress/AddressLine1Txt0815 OLD MILL ROAD
ReturnHeader/Filer/USAddress/CityNm0HIGH POINT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027262
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0721396621
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CARR RIGGS & INGRAM LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 5869
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HIGH POINT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027262
ReturnHeader/PreparerPersonGrp/PhoneNum03368840410
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LISA POPLIN
ReturnHeader/ReturnTs02021-11-15T15:08:33-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SUMNER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FINCH
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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