Civic Intelligence

S H & D W Kyle Educational Trust Attn Jeff Borgognoni

EIN 64-6027589 • Johns Creek, GA

235 St Devon CrossingJohns Creek, GA 30097
Siviq Scores

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

Liabilities / Assets

43rd percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Net Margin

5th percentile

-110%

Higher net margin than 5% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

68th percentile

$17,934

Higher top officer pay than 68% of similar nonprofits.

Top officer pay equals 27.0% of source-year revenue.

$500k-$1M nonprofits • Source year 2024

Asset Growth

21st percentile

-7.9%

Faster asset growth than 21% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

98th percentile

875%

Faster revenue growth than 98% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Down

$846,770

Down $72,696 (-7.9%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$846,770

Down $72,696 (-7.9%) from 2023

Revenue

Up

$66,388

Up $59,579 (+875%) from 2023

Expenses

Up

$139,084

Up $11,832 (+9.3%) from 2023

Net Income

Up

-$72,696

Up $47,747 (+40%) from 2023

Trend Graphs

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0-$1.0MAssets 2011: $2,602,936Liabilities 2011: -$7432011Assets 2012: $2,340,392Liabilities 2012: -$743Net Assets 2012: $2,341,1352012Assets 2013: $2,151,658Liabilities 2013: -$743Net Assets 2013: $2,152,4012013Assets 2014: $1,928,119Liabilities 2014: -$743Net Assets 2014: $1,928,8622014Assets 2015: $1,763,742Liabilities 2015: $0Net Assets 2015: $1,763,7422015Assets 2016: $1,602,194Liabilities 2016: $0Net Assets 2016: $1,602,1942016Assets 2017: $1,449,185Liabilities 2017: $0Net Assets 2017: $1,449,1852017Assets 2018: $1,298,499Liabilities 2018: $0Net Assets 2018: $1,298,4992018Assets 2019: $1,150,667Liabilities 2019: $0Net Assets 2019: $1,150,6672019Assets 2020: $1,176,262Liabilities 2020: $0Net Assets 2020: $1,176,2622020Assets 2021: $1,149,680Liabilities 2021: $0Net Assets 2021: $1,149,6802021Assets 2022: $1,046,025Liabilities 2022: $2Net Assets 2022: $1,046,0232022Assets 2023: $919,466Liabilities 2023: $0Net Assets 2023: $919,4662023Assets 2024: $846,770Liabilities 2024: $0Net Assets 2024: $846,7702024

Highlighted filing

2024

Assets$846,770
Liabilities$0
Net Assets$846,770

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$200K$0-$200KRevenue 2011: $74,696Expenses 2011: $244,388Net Income 2011: -$169,6922011Expenses 2012: $315,8582012Expenses 2013: $306,4982013Revenue 2014: $162,332Expenses 2014: $287,173Net Income 2014: -$124,8412014Revenue 2015: $96,525Expenses 2015: $261,645Net Income 2015: -$165,1202015Revenue 2016: $40,443Expenses 2016: $201,991Net Income 2016: -$161,5482016Revenue 2017: $92,326Expenses 2017: $245,335Net Income 2017: -$153,0092017Revenue 2018: $62,832Expenses 2018: $213,518Net Income 2018: -$150,6862018Revenue 2019: $48,688Expenses 2019: $196,520Net Income 2019: -$147,8322019Revenue 2020: $32,258Expenses 2020: $6,663Net Income 2020: $25,5952020Revenue 2021: $77,674Expenses 2021: $104,161Net Income 2021: -$26,4872021Revenue 2022: $28,007Expenses 2022: $131,664Net Income 2022: -$103,6572022Revenue 2023: $6,809Expenses 2023: $127,252Net Income 2023: -$120,4432023Revenue 2024: $66,388Expenses 2024: $139,084Net Income 2024: -$72,6962024

Highlighted filing

2024

Revenue$66,388
Expenses$139,084
Net Income-$72,696

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.07$0.14$0.07
2023Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.01$0.13$0.12
2022Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.03$0.13$0.10
2021Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.08$0.10$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.03$0.01$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.05$0.20$0.15
2018Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.06$0.21$0.15
2017Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.09$0.25$0.15
2016Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.04$0.20$0.16
2015Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.10$0.26$0.17
2014Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.16$0.29$0.12
2013Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$0.31
2012Detailed filing. Detailed filing data is available for this year.$2.34$0.00$2.34$0.32
2011Summary only. Only limited summary data is available for this year.$2.60$0.00$0.07$0.24$0.17
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 8, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Amanda BorgognoniTrusteePT$17,934-$17,934
Jeffery BorgognoniTrusteePT$17,385-$17,385
Robin WilliamsTrusteePT$15,000-$15,000
Kyle WilliamsTrusteePT$12,000-$12,000
Laura BorgognoniTrustee-$3,990-$3,990
William J BorgognoniTrustee-$3,497-$3,497
Erica E HallTrustee-$3,404-$3,404
Ashley CraigTrustee-$1,318-$1,318
Walter WilliamsTrusteePT$0--
Kyle H BorgognoniTrustee-$0--
Filing and Contact Details

Filer

Filer Name
S H & D W Kyle Educational Trust
EIN
64-6027589
Phone
7708467499
Address
235 St Devon Crossing, Johns Creek, GA 30097

Signing Officer

Name
Jeffery Borgognoni
Title
Trustee
Signed
2025-09-08
Discuss with paid preparer
Yes

Preparer

Firm
Summit Accounting Services LLC
Address
300 S Peters Road, Knoxville, TN 37923
Preparer
Tony Blevins CPA
Phone
8656911040
Raw XML Appendix319 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Jeffery Borgognoni
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Robin Williams
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Kyle Williams
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5Erica E Hall
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7Kyle H Borgognoni
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm8Laura Borgognoni
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm9Ashley Craig
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd630075
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd730043
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd939157
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt084816
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt084816
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0235 St Devon Crossing
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Johns Creek
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0GA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd030097
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TN
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Jeff Borgognoni
IRS990PF/StatementsRegardingActyGrp/PhoneNum07704767499
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0The SH & DW Kyle Educational Trust made scholarship grants of $47,552 in the year ended 12/31/2024.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt047552
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Scholarships
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501 c(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Delta State University Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01003 W Sunflower Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Cleveland
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd038733
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt047552
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt047653
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt047653
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt018071
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt09814
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt064804
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt064804
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt065048
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt037163
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt018071
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt09814
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt084816
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt037163
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0129852
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt092689
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Legal
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0210
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt06724
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Auto Expense
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Bank Charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Bank Charges - Regions
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Postage & Shipping
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt06724
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01504
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt26724
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt366
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01147
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jeffery Borgognoni
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0S H & D W Kyle Educational Trust
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Attn Jeff Borgognoni
ReturnHeader/Filer/BusinessNameControlTxt0SH&D
ReturnHeader/Filer/EIN0646027589
ReturnHeader/Filer/PhoneNum07708467499
ReturnHeader/Filer/USAddress/AddressLine1Txt0235 St Devon Crossing
ReturnHeader/Filer/USAddress/CityNm0Johns Creek
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030097
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0852696249
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Summit Accounting Services LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0300 S Peters Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Knoxville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd037923
ReturnHeader/PreparerPersonGrp/PhoneNum08656911040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Tony Blevins CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-09-08T06:57:57-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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