Civic Intelligence

William R Kenan Jr Endowment Fund for the Piedmont School

990 • Fiscal year 2016 • EIN 26-4633917

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 02, 2017

Organization ProfileN/A
815 Old Mill RoadHigh Point, NC 27262

(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.

2016 filings • NTEE B • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

15th percentile

0.00x

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

2016 filings • NTEE B • $1M-$5M nonprofits • Source year 2016

Net Margin

1st percentile

-257%

Higher net margin than 1% of similar nonprofits.

2016 filings • NTEE B • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

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

2016 filings • NTEE B • $1M-$5M nonprofits • Source year 2016

Asset Growth

52nd percentile

3.7%

Faster asset growth than 52% of similar nonprofits.

2016 filings • NTEE B • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

2nd percentile

-70%

Faster revenue growth than 2% of similar nonprofits.

2016 filings • NTEE B • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets16th percentile

Assets

Up

$1,196,000

Up $43,207 (+3.7%) from 2015

Net Assets

Up

$1,196,000

Up $43,207 (+3.7%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin1st percentile

Revenue

Down

$16,133

Down $37,110 (-70%) from 2015

Expenses

Up

$57,584

Up $8,095 (+16%) from 2015

Net Income

Down

-$41,451

Down $45,205 (-1204%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth52nd 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

2016

Assets$1,196,000
Liabilities$0
Net Assets$1,196,000
Open 2016 Filing

Operations Trend

Revenue Growth2nd percentile

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

2016

Revenue$16,133
Expenses$57,584
Net Income-$41,451
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 2, 2017
Return Version
2016v3.0
Gross Receipts
$1,521,206
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$1,152,793$1,196,000▲ $43,207
Rtn Earn Endowment Incm Other Fnds$1,152,793$1,196,000▲ $43,207
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,152,793$1,196,000▲ $43,207
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,152,793$1,196,000▲ $43,207
Total Liabilities and Net Assets / Fund Balance$1,152,793$1,196,000▲ $43,207

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,196,000--
Compensation and Service Providers
Top Officer Pay32nd percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$1,500
Program Service Revenue
$0
Investment Income
$14,633
Other Revenue
$0
All Other Contributions
$1,500
Change in Net Assets
$-41,451
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$57,584
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
Fees for Service Investment Mgmnt Fees$9,983--$9,983
Fees for Services Accounting$1,575--$1,575
Other Expenses$246--$246
Total Functional Expenses$57,584$0$0$57,584
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 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 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

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
Louise Foster
Title
President
Phone
3368830922
Signed
2017-11-02
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

Firm
Sharrard Mcgee & Co Pa
Address
PO BOX 5869, HIGH POINT, NC 27262
Preparer
Lisa Poplin
Phone
3368840410
Raw XML Appendix312 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.

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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.
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ReturnHeader/FilingSecurityInformation/IPDt02017-11-02
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm018:53:41
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561146197
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SHARRARD MCGEE & CO PA
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/ReturnTs02017-11-15T13:57:44-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,196,000
Liabilities
$0
Net assets
$1,196,000
Revenue
$16,133
Expenses
$57,584
Net income
-$41,451
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