Civic Intelligence

S H & D W Kyle Educational Trust

990PF • Fiscal year 2023 • EIN 64-6027589

Jan 01, 2023 to Dec 31, 2023 • Filed on Jun 03, 2024

Organization Profile
235 St Devon CrossingJohns Creek, GA 30097

(770) 846-7499

Siviq Scores

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

Liabilities / Assets

40th percentile

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

40th percentile

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Net Margin

1st percentile

-1769%

Higher net margin than 1% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

69th percentile

$19,165

Higher top officer pay than 69% of similar nonprofits.

Top officer pay equals 281.5% of source-year revenue.

2023 filings • $500k-$1M nonprofits • Source year 2023

Asset Growth

14th percentile

-12%

Faster asset growth than 14% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

3rd percentile

-76%

Faster revenue growth than 3% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets40th percentile

Assets

Down

$919,466

Down $126,559 (-12%) from 2022

Net Assets

Down

$919,466

Down $126,557 (-12%) from 2022

Liabilities

Down

$0

Down $2 (-100%) from 2022

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin1st percentile

Revenue

Down

$6,809

Down $21,198 (-76%) from 2022

Expenses

Down

$127,252

Down $4,412 (-3.4%) from 2022

Net Income

Down

-$120,443

Down $16,786 (-16%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth14th 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

2023

Assets$919,466
Liabilities$0
Net Assets$919,466
Open 2023 Filing

Operations Trend

Revenue Growth3rd 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

2023

Revenue$6,809
Expenses$127,252
Net Income-$120,443
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jun 3, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jeffery BorgognoniTrusteePT$19,165-$19,165
Amanda BorgognoniTrusteePT$15,734-$15,734
Robin WilliamsTrusteePT$15,000-$15,000
Walter WilliamsTrusteePT$13,500-$13,500
Kyle WilliamsTrusteePT$12,000-$12,000
Erica E HallTrustee-$3,375-$3,375
Laura BorgognoniTrustee-$2,637-$2,637
William J BorgognoniTrustee-$2,428-$2,428
Ashley CraigTrustee-$329-$329
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
2024-06-03
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 Appendix323 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
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6William J Borgognoni
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7Kyle H Borgognoni
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm8Laura Borgognoni
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm9Ashley Craig
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt8Trustee
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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/Description1Txt00The SH & DW Kyle Educational Trust made scholarship grants of $26,882 in the year ended 12/31/2023.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt026882
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/TotalGrantOrContriPdDurYrAmt026882
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/AppliedToCurrentYearAmt050895
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt050895
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt09814
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt064804
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt064509
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt064509
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt092689
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt018071
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt09814
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt064804
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt068966
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt018071
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0157198
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0139127
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Legal
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0210
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt06114
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Adjustment
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt07070
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Auto Expense
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Bank Charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Bank Charges - Regions
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt07070
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0422
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt27070
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01230
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jeffery Borgognoni
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-06-03
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/ReturnTs02024-06-03T09:59:49-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Jeffery
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Borgognoni
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$919,466
Liabilities
$0
Net assets
$919,466
Revenue
$6,809
Expenses
$127,252
Net income
-$120,443
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