Civic Intelligence

Kessler Family Foundation

990PF • Fiscal year 2014 • EIN 04-3213614

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 10, 2015

Organization Profile
120 Casa BenditaPalm Beach, FL 33480-3602

(212) 888-3400

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

2014 filings • $25M-$50M nonprofits • Source year 2014

Liabilities / Revenue

12th percentile

0.00x

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

2014 filings • $25M-$50M nonprofits • Source year 2014

Net Margin

80th percentile

30%

Higher net margin than 80% of similar nonprofits.

2014 filings • $25M-$50M nonprofits • Source year 2014

Top Officer Pay

13th percentile

$0

Higher top officer pay than 13% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • $25M-$50M nonprofits • Source year 2014

Asset Growth

49th percentile

3.5%

Faster asset growth than 49% of similar nonprofits.

2014 filings • $25M-$50M nonprofits • Annualized from 2013 to 2014

Revenue Growth

13th percentile

-17%

Faster revenue growth than 13% of similar nonprofits.

2014 filings • $25M-$50M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$40,543,269

Up $1,379,419 (+3.5%) from 2013

Net Assets

$40,543,269

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin80th percentile

Revenue

Down

$1,412,581

Down $280,574 (-17%) from 2013

Expenses

Up

$990,270

Up $410,762 (+71%) from 2013

Net Income

Down

$422,311

Down $691,336 (-62%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$60M$40M$20M$0Assets 2011: $37,428,234Liabilities 2011: $02011Assets 2012: $37,551,348Liabilities 2012: $02012Assets 2013: $39,163,850Liabilities 2013: $02013Assets 2014: $40,543,269Liabilities 2014: $0Net Assets 2014: $40,543,2692014Assets 2015: $39,916,485Liabilities 2015: $0Net Assets 2015: $39,916,4852015Assets 2016: $39,011,394Liabilities 2016: $0Net Assets 2016: $39,011,3942016Assets 2017: $42,196,353Liabilities 2017: $0Net Assets 2017: $42,196,3532017Assets 2018: $49,642,933Liabilities 2018: $0Net Assets 2018: $49,642,9332018Assets 2019: $48,229,575Liabilities 2019: $0Net Assets 2019: $48,229,5752019Assets 2020: $45,774,264Liabilities 2020: $0Net Assets 2020: $45,774,2642020Assets 2021: $47,043,858Liabilities 2021: $0Net Assets 2021: $47,043,8582021Assets 2022: $45,690,340Liabilities 2022: $0Net Assets 2022: $45,690,3402022Assets 2023: $49,384,973Liabilities 2023: $0Net Assets 2023: $49,384,9732023Assets 2024: $49,132,261Liabilities 2024: $0Net Assets 2024: $49,132,2612024

Highlighted filing

2014

Assets$40,543,269
Liabilities$0
Net Assets$40,543,269
Open 2014 Filing

Operations Trend

Revenue Growth13th percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2011: $1,678,146Expenses 2011: $432,453Net Income 2011: $1,245,6932011Revenue 2012: $998,072Expenses 2012: $413,417Net Income 2012: $584,6552012Revenue 2013: $1,693,155Expenses 2013: $579,508Net Income 2013: $1,113,6472013Revenue 2014: $1,412,581Expenses 2014: $990,270Net Income 2014: $422,3112014Revenue 2015: $1,631,740Expenses 2015: $1,982,897Net Income 2015: -$351,1572015Revenue 2016: $1,423,206Expenses 2016: $2,358,521Net Income 2016: -$935,3152016Revenue 2017: $5,373,616Expenses 2017: $2,221,575Net Income 2017: $3,152,0412017Revenue 2018: $10,449,555Expenses 2018: $2,894,433Net Income 2018: $7,555,1222018Revenue 2019: $1,906,858Expenses 2019: $3,317,831Net Income 2019: -$1,410,9732019Revenue 2020: $1,892,448Expenses 2020: $4,413,852Net Income 2020: -$2,521,4042020Revenue 2021: $10,679,571Expenses 2021: $2,590,198Net Income 2021: $8,089,3732021Revenue 2022: $1,025,394Expenses 2022: $2,780,630Net Income 2022: -$1,755,2362022Revenue 2023: $6,320,759Expenses 2023: $2,628,609Net Income 2023: $3,692,1502023Revenue 2024: $2,335,241Expenses 2024: $2,592,972Net Income 2024: -$257,7312024

Highlighted filing

2014

Revenue$1,412,581
Expenses$990,270
Net Income$422,311
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 10, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay13th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HOWARD J KESSLERTrustee-$0--
PATRICIA M KESSLERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Kessler Family Foundation
EIN
04-3213614
In Care Of
% SHARON JACQUET
Address
120 CASA BENDITA, PALM BEACH, FL 33480-3602

Signing Officer

Name
patricia m kessler
Title
trustee
Phone
6175304417
Signed
2015-11-10
Discuss with paid preparer
Yes

Preparer

Firm
PricewaterhouseCoopers LLP
Address
101 SEAPORT BOULEVARD, Boston, MA 02210
Preparer
Charles E Shirley
Phone
6175304417
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.

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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0SEE ATTACHED
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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/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/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0JP MORGAN 270 PARK AVENUE 28TH FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NEW YORK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd010017
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0SHARON JACQUET
IRS990PF/StatementsRegardingActyGrp/PhoneNum02128883400
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0HOWARD J KESSLER
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1PATRICIA M KESSLER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0783095
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHED LIST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SEE ATTACHED LIST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PALM BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0334803602
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0783095
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/AppliedToCurrentYearAmt0466165
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0404274
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02051692
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02011
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02010
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0870439
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt01585527
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0404274
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0CHARITABLE EVENT EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt086844
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt086844
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0355422
OtherIncreasesSchedule/OtherIncreasesDetail/Amt1601686
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0DIFFERENCE IN FMV TO COST
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1RETURN OF CAPITAL REPORTED IN PRIOR YEAR
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/BalanceDueAmt04133473
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/BorrowerNameGrp/BusinessName/BusinessNameLine1Txt0SIPC CLAIM
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/InterestRt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt074959
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt17159
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt210237
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt3385
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0JP MORGAN MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1ISHARES COMMODITY INDEX TRUST
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2BLACKSTONE COMM. RE MGMT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt3OTHER PROFESSIONAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt074959
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt17159
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt210237
TaxesSchedule/TaxesDetail/Amt0500
TaxesSchedule/TaxesDetail/Amt120000
TaxesSchedule/TaxesDetail/Amt27091
TaxesSchedule/TaxesDetail/CategoryTxt0MA FILING FEE
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL INCOME TAXES
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0500
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt07091
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0patricia m kessler
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum06175304417
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KESSLER FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0KESS
ReturnHeader/Filer/EIN0043213614
ReturnHeader/Filer/InCareOfNm0% SHARON JACQUET
ReturnHeader/Filer/USAddress/AddressLine1Txt0120 CASA BENDITA
ReturnHeader/Filer/USAddress/CityNm0PALM BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd0334803602
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PricewaterhouseCoopers LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0101 SEAPORT BOULEVARD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Boston
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002210
ReturnHeader/PreparerPersonGrp/PhoneNum06175304417
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHARLES E SHIRLEY
ReturnHeader/ReturnTs02015-11-13T17:57:19-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$40,543,269
Liabilities
$0
Net assets
$40,543,269
Revenue
$1,412,581
Expenses
$990,270
Net income
$422,311
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$49.1$0.00$49.1$2.34$2.59$0.26
2023Detailed filing. Detailed filing data is available for this year.$49.4$0.00$49.4$6.32$2.63$3.69
2022Detailed filing. Detailed filing data is available for this year.$45.7$0.00$45.7$1.03$2.78$1.76
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$47.0$0.00$47.0$10.7$2.59$8.09
2020Detailed filing. Detailed filing data is available for this year.$45.8$0.00$45.8$1.89$4.41$2.52
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$48.2$0.00$48.2$1.91$3.32$1.41
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$49.6$0.00$49.6$10.4$2.89$7.56
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$42.2$0.00$42.2$5.37$2.22$3.15
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$39.0$0.00$39.0$1.42$2.36$0.94
2015Detailed filing. Detailed filing data is available for this year.$39.9$0.00$39.9$1.63$1.98$0.35
2014Detailed filing. Detailed filing data is available for this year.$40.5$0.00$40.5$1.41$0.99$0.42
2013Summary only. Only limited summary data is available for this year.$39.2$0.00$1.69$0.58$1.11
2012Summary only. Only limited summary data is available for this year.$37.6$0.00$1.00$0.41$0.58
2011Summary only. Only limited summary data is available for this year.$37.4$0.00$1.68$0.43$1.25