Civic Intelligence

Charles R Kendall Scholarship and Education Fund

990 • Fiscal year 2012 • EIN 99-6011524

Jul 01, 2011 to Jun 30, 2012 • Filed on Feb 27, 2013

888 Mililani Street No 60196813
Siviq Scores

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

Liabilities / Assets

26th percentile

0.02x

Higher debt load relative to assets than 26% of similar nonprofits.

2012 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

29th percentile

-3.2%

Faster asset growth than 29% of similar nonprofits.

2012 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$1,197,370

Down $39,115 (-3.2%) from 2011

Net Assets

Down

$1,179,358

Down $34,893 (-2.9%) from 2011

Liabilities

Down

$18,012

Down $4,222 (-19%) from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$76,049

Down $5,138 (-6.3%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,236,485Liabilities 2011: $22,234Net Assets 2011: $1,214,2512011Assets 2012: $1,197,370Liabilities 2012: $18,012Net Assets 2012: $1,179,3582012Assets 2013: $1,290,641Liabilities 2013: $37,011Net Assets 2013: $1,253,6302013Assets 2014: $1,444,411Liabilities 2014: $17,039Net Assets 2014: $1,427,3722014Assets 2015: $1,423,745Liabilities 2015: $2Net Assets 2015: $1,423,7432015Assets 2016: $1,423,502Liabilities 2016: $22,910Net Assets 2016: $1,400,5922016Assets 2017: $1,603,567Liabilities 2017: $34,479Net Assets 2017: $1,569,0882017Assets 2018: $1,720,089Liabilities 2018: $40,985Net Assets 2018: $1,679,1042018Assets 2019: $1,804,702Liabilities 2019: $52,170Net Assets 2019: $1,752,5322019Assets 2020: $1,824,506Liabilities 2020: $22,607Net Assets 2020: $1,801,8992020Assets 2021: $2,344,963Liabilities 2021: $58,471Net Assets 2021: $2,286,4922021Assets 2022: $2,041,253Liabilities 2022: $47,641Net Assets 2022: $1,993,6122022Assets 2023: $2,297,329Liabilities 2023: $42,429Net Assets 2023: $2,254,9002023Assets 2024: $2,595,213Liabilities 2024: $48,660Net Assets 2024: $2,546,5532024

Highlighted filing

2012

Assets$1,197,370
Liabilities$18,012
Net Assets$1,179,358

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$300K$200K$100K$0Expenses 2011: $81,1872011Expenses 2012: $76,0492012Revenue 2013: $101,752Expenses 2013: $99,680Net Income 2013: $2,0722013Revenue 2014: $350,396Expenses 2014: $80,217Net Income 2014: $270,1792014Revenue 2015: $92,446Expenses 2015: $78,553Net Income 2015: $13,8932015Revenue 2016: $88,916Expenses 2016: $75,521Net Income 2016: $13,3952016Revenue 2017: $181,463Expenses 2017: $78,678Net Income 2017: $102,7852017Revenue 2018: $138,204Expenses 2018: $83,515Net Income 2018: $54,6892018Revenue 2019: $124,025Expenses 2019: $77,050Net Income 2019: $46,9752019Revenue 2020: $93,965Expenses 2020: $58,401Net Income 2020: $35,5642020Revenue 2021: $134,541Expenses 2021: $60,144Net Income 2021: $74,3972021Revenue 2022: $165,350Expenses 2022: $62,973Net Income 2022: $102,3772022Revenue 2023: $150,425Expenses 2023: $60,964Net Income 2023: $89,4612023Revenue 2024: $152,886Expenses 2024: $65,700Net Income 2024: $87,1862024

Highlighted filing

2012

Revenue-
Expenses$76,049
Net Income-
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
Feb 27, 2013
Return Version
2011v1.5
Gross Receipts
$566,117
Mission and Program Overview

Mission

To provide scholarships and grants to hgea's members and dependents.

Major Activities

Activity 2
Charles r. Kendall scholarship & education fund: provides scholarships to part-time students who are members that satisfy the eligibility requirements of the trustees.
Filing and Contact Details

Filer

EIN
99-6011524
Raw XML AppendixShowing 400 of 431 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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IRS990ScheduleI/Form990ScheduleIPartIV/Explanation0ALL SCHOLARSHIPS ARE APPROVED BY THE BOARD OF TRUSTEES. AWARDS FOR MEMBER ONLY SCHOLARSHIPS WILL ONLY BE AWARDED UPON SUCCESSFUL COMPLETION OF COURSES AND SUBMISSION OF ALL REQUIRED DOCUMENTS. FULL-TIME STUDY SCHOLARSHIP AWARDS WILL ONLY BE AWARDED UPON ENROLLMENT IN THE SAME GROUP TYPE SCHOOL INDICATED ON THE SCHOLARSHIP APPLICATION FORM ON A FULL-TIME BASIS.
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IRS990ScheduleO/GeneralExplanation/Explanation1THE FUND ADMINISTRATOR REVIEWS THE FORM 990 BEFORE PROVIDING A COPY OF THE FORM 990 TO THE BOARD OF TRUSTEES FOR REVIEW PRIOR TO FILING THE TAX RETURN.
IRS990ScheduleO/GeneralExplanation/Explanation2THE ORGANIZATION'S CONFLICT OF INTEREST POLICY COVERS ANY PERSONS SERVING AS TRUSTEE, COMMITTEE MEMBER OR KEY EMPLOYEE WITH MANAGEMENT AUTHORITY AND THEIR FAMILY MEMBERS (INTERESTED PERSONS). INTERESTED PERSONS MUST DISCLOSE ANY ACTUAL OR POSSIBLE CONFLICTS OF INTEREST. DETERMINATIONS OF CONFLICTS OF INTEREST ARE MADE BY THE BOARD OF TRUSTEES OR COMMITTEES. INTERESTED PERSONS SHALL BE RECUSED FROM VOTING AND DISCUSSIONS ON SUCH MATTERS. DISCIPLINARY OR CORRECTIVE ACTION WILL BE ENFORCED FOR VIOLATIONS OF THIS POLICY.
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IRS990/TotalFunctionalExpenses/ProgramServices061035
IRS990/TotalFunctionalExpenses/Total076049
IRS990/TotalFundrsngExpCurrentYear00
IRS990/TotalGrossUBI00
IRS990/TotalLiabilities/BOY022234
IRS990/TotalLiabilitiesBOY022234
IRS990/TotalLiabilities/EOY018012
IRS990/TotalLiabilitiesEOY018012
IRS990/TotalLiabNetAssetsFundBalances/BOY01236485
IRS990/TotalLiabNetAssetsFundBalances/EOY01197370
IRS990/TotalNbrEmployees00
IRS990/TotalNbrVolunteers050
IRS990/TotalNetAssetsFundBalances/BOY01214251
IRS990/TotalNetAssetsFundBalances/EOY01179358
IRS990/TotalOtherCompensation00
IRS990/TotalProfFundrsngExpCY00
IRS990/TotalProfFundrsngExpPriorYear00
IRS990/TotalProgramServiceExpense061035
IRS990/TotalReportableCompFrmRltdOrgs00
IRS990/TotalReportableCompFromOrg00
IRS990/TotalRevenueCurrentYear099362
IRS990/TotalRevenue/ExclusionAmount077907
IRS990/TotalRevenuePriorYear0130050
IRS990/TotalRevenue/RelatedOrExemptFunctionIncome00
IRS990/TotalRevenue/TotalRevenueColumn099362
IRS990/TotalRevenue/UnrelatedBusinessRevenue00
IRS990/TransactionRelatedEntity00
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IRS990/TypeOfOrganizationTrust0X
IRS990/UnrelatedBusinessIncome00
IRS990/UnrestrictedNetAssets/BOY01214251
IRS990/UnrestrictedNetAssets/EOY01179358
IRS990/UponRequest0X
IRS990/WebSite0N/A

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.60$0.05$2.55$0.15$0.07$0.09
2023Detailed filing. Detailed filing data is available for this year.$2.30$0.04$2.25$0.15$0.06$0.09
2022Detailed filing. Detailed filing data is available for this year.$2.04$0.05$1.99$0.17$0.06$0.10
2021Detailed filing. Detailed filing data is available for this year.$2.34$0.06$2.29$0.13$0.06$0.07
2020Detailed filing. Detailed filing data is available for this year.$1.82$0.02$1.80$0.09$0.06$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.80$0.05$1.75$0.12$0.08$0.05
2018Detailed filing. Detailed filing data is available for this year.$1.72$0.04$1.68$0.14$0.08$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.60$0.03$1.57$0.18$0.08$0.10
2016Detailed filing. Detailed filing data is available for this year.$1.42$0.02$1.40$0.09$0.08$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.09$0.08$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.44$0.02$1.43$0.35$0.08$0.27
2013Summary only. Only limited summary data is available for this year.$1.29$0.04$1.25$0.10$0.10$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.20$0.02$1.18$0.08
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.24$0.02$1.21$0.08