Civic Intelligence

The Kelsey Trust

990PF • Fiscal year 2014 • EIN 04-6609917

Jul 01, 2013 to Jun 30, 2014

Lincoln, MA
Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

27th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

59th percentile

7.6%

Higher net margin than 59% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2014

Asset Growth

44th percentile

0.5%

Faster asset growth than 44% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

70th percentile

16%

Faster revenue growth than 70% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Assets

Up

$3,795,406

Up $19,882 (+0.5%) from 2013

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue

Up

$262,101

Up $36,622 (+16%) from 2013

Expenses

Up

$242,219

Up $20,674 (+9.3%) from 2013

Net Income

Up

$19,882

Up $15,948 (+405%) from 2013

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2012: $3,771,590Liabilities 2012: $02012Assets 2013: $3,775,524Liabilities 2013: $02013Assets 2014: $3,795,406Liabilities 2014: $02014Assets 2015: $3,817,690Liabilities 2015: $02015Assets 2016: $3,768,444Liabilities 2016: $02016Assets 2020: $3,818,648Liabilities 2020: $155,1972020Assets 2021: $3,708,629Liabilities 2021: $0Net Assets 2021: $3,708,6282021Assets 2022: $3,621,307Liabilities 2022: $0Net Assets 2022: $3,621,3072022Assets 2023: $3,643,034Liabilities 2023: $0Net Assets 2023: $3,643,0342023Assets 2024: $3,856,686Liabilities 2024: $0Net Assets 2024: $3,856,6862024Assets 2025: $3,817,681Liabilities 2025: $0Net Assets 2025: $3,817,6812025

Highlighted filing

2014

Assets$3,795,406
Liabilities$0
Net Assets-

Operations Trend

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

$500K$0-$500KRevenue 2012: -$270,031Expenses 2012: $208,942Net Income 2012: -$478,9732012Revenue 2013: $225,479Expenses 2013: $221,545Net Income 2013: $3,9342013Revenue 2014: $262,101Expenses 2014: $242,219Net Income 2014: $19,8822014Revenue 2015: $243,742Expenses 2015: $221,458Net Income 2015: $22,2842015Revenue 2016: $182,742Expenses 2016: $231,988Net Income 2016: -$49,2462016Revenue 2020: $194,512Expenses 2020: $314,260Net Income 2020: -$119,7482020Revenue 2021: $269,328Expenses 2021: $224,151Net Income 2021: $45,1772021Revenue 2022: $140,282Expenses 2022: $227,603Net Income 2022: -$87,3212022Revenue 2023: $240,941Expenses 2023: $219,214Net Income 2023: $21,7272023Revenue 2024: $480,287Expenses 2024: $266,635Net Income 2024: $213,6522024Revenue 2025: $233,866Expenses 2025: $273,096Net Income 2025: -$39,2302025

Highlighted filing

2014

Revenue$262,101
Expenses$242,219
Net Income$19,882
Filing Detail Status

This 2014 filing currently has summary financial data only. Detailed schedules, leadership, and program rows are not available for this filing yet.

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Filing Period
Jul 1, 2013 to Jun 30, 2014

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