Civic Intelligence

Kessler Family Foundation

990PF • Fiscal year 2020 • EIN 04-3213614

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 10, 2021

Organization Profile
120 Casa BenditaPalm Beach, FL 33480-3602

(212) 464-1399

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2020 filings • $25M-$50M nonprofits • Source year 2020

Liabilities / Revenue

14th percentile

0.00x

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

2020 filings • $25M-$50M nonprofits • Source year 2020

Net Margin

5th percentile

-133%

Higher net margin than 5% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Source year 2020

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2020 filings • $25M-$50M nonprofits • Source year 2020

Asset Growth

11th percentile

-5.1%

Faster asset growth than 11% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Annualized from 2019 to 2020

Revenue Growth

45th percentile

-0.8%

Faster revenue growth than 45% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$45,774,264

Down $2,455,311 (-5.1%) from 2019

Net Assets

Down

$45,774,264

Down $2,455,311 (-5.1%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin5th percentile

Revenue

Down

$1,892,448

Down $14,410 (-0.8%) from 2019

Expenses

Up

$4,413,852

Up $1,096,021 (+33%) from 2019

Net Income

Down

-$2,521,404

Down $1,110,431 (-79%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth11th 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

2020

Assets$45,774,264
Liabilities$0
Net Assets$45,774,264
Open 2020 Filing

Operations Trend

Revenue Growth45th 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

2020

Revenue$1,892,448
Expenses$4,413,852
Net Income-$2,521,404
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 10, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay19th 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
Phone
2124641399
Address
120 CASA BENDITA, PALM BEACH, FL 33480-3602

Signing Officer

Name
Patricia Kessler
Title
Trustee
Phone
2124641399
Signed
2021-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
101 SEAPORT BLVD, BOSTON, MA 02210
Preparer
Charles Shirley
Phone
6175305000
Raw XML Appendix340 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/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0SHARON JACQUET
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
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/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02124641399
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0HOWARD J KESSLER
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1PATRICIA M KESSLER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt04178111
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SEE ATTACHMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SEE ATTACHMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0334803602
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt04178111
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt02478077
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0678099
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02478077
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01144642
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01144642
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt04300818
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01144642
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01144642
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0678099
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt02487553
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0SIPC CLAIM
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt02321323
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0432000
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0CHARITABLE EVENT EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt097207
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt097207
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt039041
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt039041
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt039041
OtherIncreasesSchedule/OtherIncreasesDetail/Amt066093
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0DIFFERENCE IN FMV TO COST
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0108064
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt127636
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ACCOUNT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1OTHER EXPENSE AND ADMINISTRATION
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt125500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0108064
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/Amt02834
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02834
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICIA KESSLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02124641399
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KESSLER FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0KESS
ReturnHeader/Filer/EIN0043213614
ReturnHeader/Filer/PhoneNum02124641399
ReturnHeader/Filer/USAddress/AddressLine1Txt0120 CASA BENDITA
ReturnHeader/Filer/USAddress/CityNm0PALM BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd0334803602
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0134008324
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PRICEWATERHOUSECOOPERS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0101 SEAPORT BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002210
ReturnHeader/PreparerPersonGrp/PhoneNum06175305000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHARLES SHIRLEY
ReturnHeader/ReturnTs02021-11-12T13:48:37-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PATRICIA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KESSLER
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$45,774,264
Liabilities
$0
Net assets
$45,774,264
Revenue
$1,892,448
Expenses
$4,413,852
Net income
-$2,521,404
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