Civic Intelligence

Kelly Foundation C/O Christopher Kelly

990PF • Fiscal year 2022 • EIN 04-6880136

Oct 01, 2021 to Sep 30, 2022 • Filed on Jan 31, 2023

Organization Profile
65 Woodcliff RoadWellesley, MA 02481

(617) 663-4884

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

90th percentile

57%

Higher net margin than 90% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

64th percentile

7.7%

Faster asset growth than 64% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

95th percentile

398%

Faster revenue growth than 95% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$465,714

Up $33,265 (+7.7%) from 2021

Net Assets

Up

$465,714

Up $33,265 (+7.7%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin90th percentile

Revenue

Up

$58,177

Up $46,490 (+398%) from 2021

Expenses

Down

$24,912

Down $17,949 (-42%) from 2021

Net Income

Up

$33,265

Up $64,439 (+207%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

$600K$400K$200K$0Assets 2011: $573,555Liabilities 2011: $02011Assets 2012: $548,906Liabilities 2012: $02012Assets 2013: $523,653Liabilities 2013: $02013Assets 2014: $522,832Liabilities 2014: $02014Assets 2015: $535,952Liabilities 2015: $0Net Assets 2015: $535,9522015Assets 2016: $544,149Liabilities 2016: $0Net Assets 2016: $544,1492016Assets 2017: $501,074Liabilities 2017: $0Net Assets 2017: $501,0742017Assets 2018: $525,201Liabilities 2018: $0Net Assets 2018: $525,2012018Assets 2019: $496,157Liabilities 2019: $0Net Assets 2019: $496,1572019Assets 2020: $463,623Liabilities 2020: $0Net Assets 2020: $463,6232020Assets 2021: $432,449Liabilities 2021: $0Net Assets 2021: $432,4492021Assets 2022: $465,714Liabilities 2022: $0Net Assets 2022: $465,7142022Assets 2023: $430,409Liabilities 2023: $498Net Assets 2023: $429,9112023Assets 2024: $440,856Liabilities 2024: $498Net Assets 2024: $440,3582024Assets 2025: $412,010Liabilities 2025: $0Net Assets 2025: $412,0102025

Highlighted filing

2022

Assets$465,714
Liabilities$0
Net Assets$465,714
Open 2022 Filing

Operations Trend

Revenue Growth95th percentile

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

$100K$50K$0-$50KRevenue 2011: $66,197Expenses 2011: $94,113Net Income 2011: -$27,9162011Revenue 2012: $38,641Expenses 2012: $63,290Net Income 2012: -$24,6492012Revenue 2013: $39,948Expenses 2013: $65,201Net Income 2013: -$25,2532013Revenue 2014: $15,525Expenses 2014: $16,346Net Income 2014: -$8212014Revenue 2015: $48,369Expenses 2015: $35,249Net Income 2015: $13,1202015Revenue 2016: $38,902Expenses 2016: $30,705Net Income 2016: $8,1972016Revenue 2017: $26,610Expenses 2017: $69,685Net Income 2017: -$43,0752017Revenue 2018: $46,783Expenses 2018: $22,656Net Income 2018: $24,1272018Revenue 2019: $50,234Expenses 2019: $79,278Net Income 2019: -$29,0442019Revenue 2020: $15,185Expenses 2020: $47,719Net Income 2020: -$32,5342020Revenue 2021: $11,687Expenses 2021: $42,861Net Income 2021: -$31,1742021Revenue 2022: $58,177Expenses 2022: $24,912Net Income 2022: $33,2652022Revenue 2023: $37,720Expenses 2023: $63,167Net Income 2023: -$25,4472023Revenue 2024: $49,368Expenses 2024: $50,502Net Income 2024: -$1,1342024Revenue 2025: $39,524Expenses 2025: $64,682Net Income 2025: -$25,1582025

Highlighted filing

2022

Revenue$58,177
Expenses$24,912
Net Income$33,265
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2021 to Sep 30, 2022
Signed
Jan 31, 2023
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRISTOPHER KELLYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Kelly Foundation
EIN
04-6880136
Phone
6176634884
Address
65 WOODCLIFF ROAD, WELLESLEY, MA 02481

Signing Officer

Name
Christopher Kelly Trustee
Title
Trustee
Phone
6176634884
Signed
2023-01-31
Discuss with paid preparer
Yes

Preparer

Firm
PKF O'CONNOR DAVIES ADVISORY LLC
Address
150 PRESIDENTIAL WAY SUITE 510, WOBURN, MA 01801
Preparer
Erica L Nadeau CPA
Phone
7819375300
Raw XML Appendix283 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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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt011836
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt135
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt21785
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt011836
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt135
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21785
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0901
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0940
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0901
TaxesSchedule/TaxesDetail/Amt0180
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0180
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRISTOPHER KELLY TRUSTEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06176634884
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-01-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KELLY FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O CHRISTOPHER KELLY
ReturnHeader/Filer/BusinessNameControlTxt0KELL
ReturnHeader/Filer/EIN0046880136
ReturnHeader/Filer/PhoneNum06176634884
ReturnHeader/Filer/USAddress/AddressLine1Txt065 WOODCLIFF ROAD
ReturnHeader/Filer/USAddress/CityNm0WELLESLEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002481
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0873231666
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PKF O'CONNOR DAVIES ADVISORY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0150 PRESIDENTIAL WAY SUITE 510
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WOBURN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001801
ReturnHeader/PreparerPersonGrp/PhoneNum07819375300
ReturnHeader/PreparerPersonGrp/PreparationDt02023-01-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ERICA L NADEAU CPA
ReturnHeader/ReturnTs02023-02-10T15:01:00-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CHRISTOPHER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KELLY TRUSTEE
ReturnHeader/TaxPeriodBeginDt02021-10-01
ReturnHeader/TaxPeriodEndDt02022-09-30
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$465,714
Liabilities
$0
Net assets
$465,714
Revenue
$58,177
Expenses
$24,912
Net income
$33,265
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.12$0.00$4.12$0.40$0.65$0.25
2024Detailed filing. Detailed filing data is available for this year.$4.41$0.00$4.40$0.49$0.51$0.01
2023Detailed filing. Detailed filing data is available for this year.$4.30$0.00$4.30$0.38$0.63$0.25
2022Detailed filing. Detailed filing data is available for this year.$4.66$0.00$4.66$0.58$0.25$0.33
2021Detailed filing. Detailed filing data is available for this year.$4.32$0.00$4.32$0.12$0.43$0.31
2020Detailed filing. Detailed filing data is available for this year.$4.64$0.00$4.64$0.15$0.48$0.33
2019Detailed filing. Detailed filing data is available for this year.$4.96$0.00$4.96$0.50$0.79$0.29
2018Detailed filing. Detailed filing data is available for this year.$5.25$0.00$5.25$0.47$0.23$0.24
2017Detailed filing. Detailed filing data is available for this year.$5.01$0.00$5.01$0.27$0.70$0.43
2016Detailed filing. Detailed filing data is available for this year.$5.44$0.00$5.44$0.39$0.31$0.08
2015Detailed filing. Detailed filing data is available for this year.$5.36$0.00$5.36$0.48$0.35$0.13
2014Summary only. Only limited summary data is available for this year.$5.23$0.00$0.16$0.16$0.01
2013Summary only. Only limited summary data is available for this year.$5.24$0.00$0.40$0.65$0.25
2012Summary only. Only limited summary data is available for this year.$5.49$0.00$0.39$0.63$0.25
2011Summary only. Only limited summary data is available for this year.$5.74$0.00$0.66$0.94$0.28
Peer Organizations

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