Civic Intelligence

Kelly Foundation C/O Christopher Kelly

990PF • Fiscal year 2023 • EIN 04-6880136

Oct 01, 2022 to Sep 30, 2023 • Filed on Feb 07, 2024

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

64th percentile

0.00x

Higher debt load relative to assets than 64% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

71st percentile

0.01x

Higher debt load relative to revenue than 71% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

11th percentile

-67%

Higher net margin than 11% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

34th percentile

-7.6%

Faster asset growth than 34% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

17th percentile

-35%

Faster revenue growth than 17% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets64th percentile

Assets

Down

$430,409

Down $35,305 (-7.6%) from 2022

Net Assets

Down

$429,911

Down $35,803 (-7.7%) from 2022

Liabilities

Up

$498

Up $498 from 2022

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin11th percentile

Revenue

Down

$37,720

Down $20,457 (-35%) from 2022

Expenses

Up

$63,167

Up $38,255 (+154%) from 2022

Net Income

Down

-$25,447

Down $58,712 (-176%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth34th 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

2023

Assets$430,409
Liabilities$498
Net Assets$429,911
Open 2023 Filing

Operations Trend

Revenue Growth17th 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

2023

Revenue$37,720
Expenses$63,167
Net Income-$25,447
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2022 to Sep 30, 2023
Signed
Feb 7, 2024
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay79th 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
2024-02-07
Discuss with paid preparer
Yes

Preparer

Firm
PKF O'CONNOR DAVIES ADVISORY LLC
Address
150 PRESIDENTIAL WAY SUITE 510, WOBURN, MA 01801
Preparer
Laurie J Austin
Phone
7819375300
Raw XML Appendix319 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/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt040000
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/AppliedToCurrentYearAmt028952
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt028952
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01904
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt022136
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt035088
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt011048
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01904
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt022136
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt040000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt011048
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt035088
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt024040
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt010356
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0CHANGE IN TAX BASIS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MA FORM PC FILING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2RENTAL LOSS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt014055
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt135
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt22646
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt014055
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt135
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt22646
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0766
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0766
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0766
TaxesSchedule/TaxesDetail/Amt0183
TaxesSchedule/TaxesDetail/Amt1463
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0183
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRISTOPHER KELLY TRUSTEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06176634884
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-02-07
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/IRSResponsiblePrtyInfoCurrInd01
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/PreparationDt02024-02-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAURIE J AUSTIN
ReturnHeader/ReturnTs02024-02-10T09:59:05-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CHRISTOPHER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KELLY TRUSTEE
ReturnHeader/TaxPeriodBeginDt02022-10-01
ReturnHeader/TaxPeriodEndDt02023-09-30
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$430,409
Liabilities
$498
Net assets
$429,911
Revenue
$37,720
Expenses
$63,167
Net income
-$25,447
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