Civic Intelligence

S H & D W Kyle Educational Trust

990PF • Fiscal year 2016 • EIN 64-6027589

Jan 01, 2016 to Dec 31, 2016 • Filed on May 09, 2017

Organization Profile
235 St Devon CrossingJohns Creek, GA 30097

(865) 531-9985

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

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

Liabilities / Revenue

25th percentile

0.00x

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

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

Net Margin

2nd percentile

-399%

Higher net margin than 2% of similar nonprofits.

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

Top Officer Pay

53rd percentile

$40,407

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 99.9% of source-year revenue.

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

Asset Growth

12th percentile

-9.2%

Faster asset growth than 12% of similar nonprofits.

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

Revenue Growth

7th percentile

-58%

Faster revenue growth than 7% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$1,602,194

Down $161,548 (-9.2%) from 2015

Net Assets

Down

$1,602,194

Down $161,548 (-9.2%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin2nd percentile

Revenue

Down

$40,443

Down $56,082 (-58%) from 2015

Expenses

Down

$201,991

Down $59,654 (-23%) from 2015

Net Income

Up

-$161,548

Up $3,572 (+2.2%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth12th 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

2016

Assets$1,602,194
Liabilities$0
Net Assets$1,602,194
Open 2016 Filing

Operations Trend

Revenue Growth7th percentile

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

2016

Revenue$40,443
Expenses$201,991
Net Income-$161,548
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 9, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Alyce K WilliamsChairman/Truste-$40,407-$40,407
Amanda BorgognoniTrusteePT$21,300-$21,300
Jeffery BorgognoniTrusteePT$20,805-$20,805
Walter WilliamsTrusteePT$18,000-$18,000
Robin WilliamsTrusteePT$16,500-$16,500
Kyle WilliamsTrusteePT$15,000-$15,000
Kyle H BorgognoniTrustee-$2,750-$2,750
Erica E HallTrustee-$2,648-$2,648
Rachel WilliamsTrustee-$1,500-$1,500
Walter Williams IIITrustee-$1,500-$1,500
Filing and Contact Details

Filer

Filer Name
S H & D W Kyle Educational Trust
EIN
64-6027589
Phone
8655319985
Address
235 St Devon Crossing, Johns Creek, GA 30097

Signing Officer

Name
Jeffery Borgognoni
Title
Trustee
Signed
2017-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Summit Accounting Services
Address
300 South Peters Road, Knoxville, TN 37923
Preparer
J Roland Shankles CPA
Phone
8656911040
Raw XML Appendix331 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
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt09835
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Accounting Fees
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt09835
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt030673
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0-53
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt099
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt09791
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt067
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt030705
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt09738
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt040443
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt09835
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt09835
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt040563
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt070205
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt070205
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0140410
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt040095
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt040095
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt030673
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt030673
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt030673
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-161548
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0624980
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt09890
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt09890
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt09890
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt0801
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0801
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-53
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt09743
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt09746
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0-67
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt040563
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0110300
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt091688
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0201991
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt040563
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt040443
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt070205
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt091688
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0161896
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt01104
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt01104
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02014-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0625033
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-53
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-53
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0624980
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0publicly traded securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02016-06-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-53
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-161548
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01602194
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01763742
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01602194
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0117861
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt082470
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0117861
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt082470
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt035391
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt00
IRS990PF/FMVAssetsEOYAmt01632076
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt0774200
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt0774200
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt037882
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt095165
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt095165
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01738
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01738
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt05643
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01218861
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01032810
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01058787
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblAmt0469870
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblBOYAmt0505261
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt0469870
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYFMVAmt0469870
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0989542
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0827994
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt02611
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt02611
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01763742
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01602194
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01632076
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01763742
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01602194
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01763742
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01602194
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01674514
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt059357
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01139644
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt025118
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0475513
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt082470
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01649396
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01674514
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt18.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt38.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt82.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt92.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt040407
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt121300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt218000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt320805
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt416500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt515000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt62648
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt71500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt82750
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt91500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Alyce K Williams
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Amanda Borgognoni
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Walter Williams
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Jeffery Borgognoni
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Robin Williams
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5Kyle Williams
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6Erica E Hall
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7Rachel Williams
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm8Kyle H Borgognoni
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm9Walter Williams III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Chairman/Truste
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt7Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt8Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt9Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt03057 Orchard Ridge Circle
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1235 St Devon Crossing
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt21029 Lovell View Drive
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3235 St Devon Crossing
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4304 Everett Road
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt52100 Oaklawn Lane
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt6P O Box 1747
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt74871 Flamingo Road
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt82326 Ceiba Court
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt95008 Stonemeade Drive
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Johns Creek
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Johns Creek
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Knoxville
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3Johns Creek
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4Knoxville
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5Germantown
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm6Clarksdale
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm7Memphis
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm8Lawrenceville
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm9Nashville
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0GA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1GA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2TN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3GA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4TN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5TN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd6MS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd7TN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd8GA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd9TN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd030097
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd130097
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd237932
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd330097
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd437934
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd538139
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd638614
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd738117
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd830043
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd937221
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0110300
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0110300
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0110300
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt03
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0Interest received on outstanding student loans
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
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/Form990TFiledInd0false
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/PhoneNum07708467499
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0The SH & DW Kyle Educational Trust made scholarship grants to Delta State University Foundation totaling $40,095 in the year ended 12/31/2016.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt0110300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt040095
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Scholarships
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Delta State University Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501 c(3)
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/TotalGrantOrContriPdDurYrAmt040095
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/AppliedToCurrentYearAmt0110300
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0117861
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt07561
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt073580
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt065688
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt07561
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0131707
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt073580
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt058127
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02003
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02004
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0110300
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0131707
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0139268
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Legal Expense - collection fees
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0801
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0801
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank Charges - Regions
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Brokerage Fees - Regions Bank
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Office Expense
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Postage & Shipping
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt068
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt19601
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt252
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt322
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt068
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt19604
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt252
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt322
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-67
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jeffery Borgognoni
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-09
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/PhoneNum08655319985
ReturnHeader/Filer/USAddress/AddressLine1Txt0235 St Devon Crossing
ReturnHeader/Filer/USAddress/CityNm0Johns Creek
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030097
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Summit Accounting Services
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0300 South Peters Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Knoxville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd037923
ReturnHeader/PreparerPersonGrp/PhoneNum08656911040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0J Roland Shankles CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-05-12T13:48:58-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$1,602,194
Liabilities
$0
Net assets
$1,602,194
Revenue
$40,443
Expenses
$201,991
Net income
-$161,548
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