Civic Intelligence

S H & D W Kyle Educational Trust

990PF • Fiscal year 2013 • EIN 64-6027589

Dec 01, 2012 to Nov 30, 2013 • Filed on Jan 10, 2014

Organization Profile
P O Box 3052737930
Siviq Scores

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

Liabilities / Assets

1st percentile

-0.00x

Higher debt load relative to assets than 1% of similar nonprofits.

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

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

64th percentile

$55,333

Higher top officer pay than 64% of similar nonprofits.

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

Asset Growth

13th percentile

-8.1%

Faster asset growth than 13% of similar nonprofits.

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

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets1st percentile

Assets

Down

$2,151,658

Down $188,734 (-8.1%) from 2012

Net Assets

Down

$2,152,401

Down $188,734 (-8.1%) from 2012

Liabilities

Flat

-$743

Flat from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$306,498

Down $9,360 (-3.0%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth13th percentile

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

$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

2013

Assets$2,151,658
Liabilities-$743
Net Assets$2,152,401
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2013

Revenue-
Expenses$306,498
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2012 to Nov 30, 2013
Signed
Jan 10, 2014
Return Version
2012v2.0
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Alyce K WilliamsChairman/Truste-$55,333-$55,333
Amanda BorgognoniTrusteePT$24,758-$24,758
Jeffery BorgognoniTrustee-$20,870-$20,870
Kyle WilliamsTrustee-$18,000-$18,000
Robin WilliamsTrustee-$18,000-$18,000
Walter WilliamsTrustee-$18,000-$18,000
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Approved Future GrantDelta State University FoundationScholarships501 c(3)Cleveland, MS, US$100,000
Filing and Contact Details

Filer

EIN
64-6027589
Raw XML Appendix328 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/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0Kyle Williams
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1Robin Williams
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2Jeffery Borgognoni
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3Walter Williams
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName4Amanda Borgognoni
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName5Alyce K Williams
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0Trustee
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2Trustee
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title4Trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title5Chairman/Truste
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine102100 Oaklawn Lane
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11304 Everett Road
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine12235 St Devon Crossing
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine131029 Lovell View Drive
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine14235 St Devon Crossing
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine153057 Orchard Ridge Circle
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IRS990PF/SummaryOfDirectCharitableActy/Description10The SH & DW Kyle Educational Trust authorized scholarship grants to Delta State University Foundation totaling $100,000 in the year ended 11/30/2013; disbursements of the authorized scholarships were not made until December 2013.
IRS990PF/SummaryOfDirectCharitableActy/Expenses100
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IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientBusinessName/BusinessNameLine10Delta State University Foundation
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IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientUSAddress/AddressLine101003 W Sunflower Road
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientUSAddress/City0Cleveland
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientUSAddress/State0MS
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientUSAddress/ZIPCode038733
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IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture0100000
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear0181535
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0181535
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3051227
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4072917
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0129912
IRS990PF/UndistributedIncome/ExcessFromCurrentYear05768
IRS990PF/UndistributedIncome/ExcessFromYear3051227
IRS990PF/UndistributedIncome/ExcessFromYear4072917
IRS990PF/UndistributedIncome/PriorYear102003
IRS990PF/UndistributedIncome/PriorYear202004
IRS990PF/UndistributedIncome/QualifyingDistributions0187303
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus05768
IRS990PF/UndistributedIncome/TotalCorpus0129912
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0124144
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
LegalFeesSchedule/LegalFees/AdjustedNetIncome00
LegalFeesSchedule/LegalFees/Amount01293
LegalFeesSchedule/LegalFees/Category0Legal Fees - collection fees
LegalFeesSchedule/LegalFees/DisbursementsCharitablePrps00
LegalFeesSchedule/LegalFees/NetInvestmentIncome01293
OtherExpensesSchedule/OtherExpenses/Description0Write 0ff uncollectible student loans
OtherExpensesSchedule/OtherExpenses/Description1Office Expense
OtherExpensesSchedule/OtherExpenses/Description2Foreign Tax paid
OtherExpensesSchedule/OtherExpenses/Description3Bank & Brokerage fees
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps0125319
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome09
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome121
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome211505
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0125319
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks19
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks221
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks311505
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome02686
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome110
OtherIncomeSchedule2/OtherIncome/Description0Securities Litigation Pmt
OtherIncomeSchedule2/OtherIncome/Description1Excise Tax Refund
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks02686
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks110
OtherLiabilitiesSchedule/OtherLiabilities/BOYBookValue0-743
OtherLiabilitiesSchedule/OtherLiabilities/Description0Accrued Federal Excise Tax
OtherLiabilitiesSchedule/OtherLiabilities/EOYBookValue0-743
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/Filer/EIN0646027589
ReturnHeader/Filer/Name/BusinessNameLine10S H & D W Kyle Educational Trust
ReturnHeader/Filer/Name/BusinessNameLine20Attn Walter Williams
ReturnHeader/Filer/NameControl0SH&D
ReturnHeader/Filer/Phone08655319985
ReturnHeader/Filer/USAddress/AddressLine10P O Box 30527
ReturnHeader/Filer/USAddress/City0Knoxville
ReturnHeader/Filer/USAddress/State0TN
ReturnHeader/Filer/USAddress/ZIPCode037930
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02014-01-10
ReturnHeader/Officer/Name0Walter Williams
ReturnHeader/Officer/Title0Trustee
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Summit Accounting Services
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10300 South Peters Road
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Knoxville
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0TN
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode037923
ReturnHeader/Preparer/Name0J Roland Shankles CPA
ReturnHeader/Preparer/Phone08656911040
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-12-01
ReturnHeader/TaxPeriodEndDate02013-11-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02014-01-20T12:44:45-08:00

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,151,658
Liabilities
-$743
Net assets
$2,152,401
Revenue
-
Expenses
$306,498
Net income
-
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