Civic Intelligence

Kelly Family Foundation

EIN 06-1605254 • Newtown, CT

CO James T Kelly 64 Boggs Hill RNewtown, CT 06470
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

43rd percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Net Margin

61st percentile

11%

Higher net margin than 61% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

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

$500k-$1M nonprofits • Source year 2024

Asset Growth

65th percentile

7.6%

Faster asset growth than 65% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

59th percentile

14%

Faster revenue growth than 59% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$636,788

Up $44,921 (+7.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$636,788

Up $44,921 (+7.6%) from 2023

Operations
Liabilities / Revenue44th percentileNet Margin61st percentile

Revenue

Up

$415,221

Up $52,409 (+14%) from 2023

Expenses

Up

$370,300

Up $17,900 (+5.1%) from 2023

Net Income

Up

$44,921

Up $34,509 (+331%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth65th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2010: $221,313Liabilities 2010: $0Net Assets 2010: $221,3132010Assets 2011: $380,921Liabilities 2011: $0Net Assets 2011: $380,9212011Assets 2012: $547,988Liabilities 2012: $0Net Assets 2012: $547,9882012Assets 2013: $702,446Liabilities 2013: $0Net Assets 2013: $702,4462013Assets 2014: $662,971Liabilities 2014: $0Net Assets 2014: $662,9712014Assets 2015: $507,167Liabilities 2015: $0Net Assets 2015: $507,1672015Assets 2016: $398,669Liabilities 2016: $0Net Assets 2016: $398,6692016Assets 2017: $382,590Liabilities 2017: $0Net Assets 2017: $382,5902017Assets 2018: $240,399Liabilities 2018: $0Net Assets 2018: $240,3992018Assets 2019: $488,893Liabilities 2019: $0Net Assets 2019: $488,8932019Assets 2020: $549,919Liabilities 2020: $0Net Assets 2020: $549,9192020Assets 2021: $555,317Liabilities 2021: $0Net Assets 2021: $555,3172021Assets 2022: $581,455Liabilities 2022: $0Net Assets 2022: $581,4552022Assets 2023: $591,867Liabilities 2023: $0Net Assets 2023: $591,8672023Assets 2024: $636,788Liabilities 2024: $0Net Assets 2024: $636,7882024

Highlighted filing

2024

Assets$636,788
Liabilities$0
Net Assets$636,788
Open 2024 Filing

Operations Trend

Revenue Growth59th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KExpenses 2010: $132,3752010Expenses 2011: $76,5752011Expenses 2012: $82,2952012Revenue 2013: $264,428Expenses 2013: $109,995Net Income 2013: $154,4332013Revenue 2014: $184,020Expenses 2014: $223,495Net Income 2014: -$39,4752014Revenue 2015: $107,571Expenses 2015: $263,375Net Income 2015: -$155,8042015Revenue 2016: $24,994Expenses 2016: $130,663Net Income 2016: -$105,6692016Revenue 2017: $153,996Expenses 2017: $169,750Net Income 2017: -$15,7542017Revenue 2018: -$7,191Expenses 2018: $133,800Net Income 2018: -$140,9912018Revenue 2019: $961,116Expenses 2019: $712,622Net Income 2019: $248,4942019Revenue 2020: $300,493Expenses 2020: $239,467Net Income 2020: $61,0262020Revenue 2021: $250,098Expenses 2021: $244,700Net Income 2021: $5,3982021Revenue 2022: $304,438Expenses 2022: $278,300Net Income 2022: $26,1382022Revenue 2023: $362,812Expenses 2023: $352,400Net Income 2023: $10,4122023Revenue 2024: $415,221Expenses 2024: $370,300Net Income 2024: $44,9212024

Highlighted filing

2024

Revenue$415,221
Expenses$370,300
Net Income$44,921
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$636,788
Liabilities
$0
Net assets
$636,788
Revenue
$415,221
Expenses
$370,300
Net income
$44,921
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.37$0.00$6.37$4.15$3.70$0.45
2023Detailed filing. Detailed filing data is available for this year.$5.92$0.00$5.92$3.63$3.52$0.10
2022Detailed filing. Detailed filing data is available for this year.$5.81$0.00$5.81$3.04$2.78$0.26
2021Detailed filing. Detailed filing data is available for this year.$5.55$0.00$5.55$2.50$2.45$0.05
2020Detailed filing. Detailed filing data is available for this year.$5.50$0.00$5.50$3.00$2.39$0.61
2019Detailed filing. Detailed filing data is available for this year.$4.89$0.00$4.89$9.61$7.13$2.48
2018Detailed filing. Detailed filing data is available for this year.$2.40$0.00$2.40$0.07$1.34$1.41
2017Detailed filing. Detailed filing data is available for this year.$3.83$0.00$3.83$1.54$1.70$0.16
2016Detailed filing. Detailed filing data is available for this year.$3.99$0.00$3.99$0.25$1.31$1.06
2015Detailed filing. Detailed filing data is available for this year.$5.07$0.00$5.07$1.08$2.63$1.56
2014Detailed filing. Detailed filing data is available for this year.$6.63$0.00$6.63$1.84$2.23$0.39
2013Detailed filing. Detailed filing data is available for this year.$7.02$0.00$7.02$2.64$1.10$1.54
2012Detailed filing. Detailed filing data is available for this year.$5.48$0.00$5.48$0.82
2011Detailed filing. Detailed filing data is available for this year.$3.81$0.00$3.81$0.77
2010Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$1.32
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 5, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES T KELLYTrustee-$0--
MARY LOU KELLYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Kelly Family Foundation
EIN
06-1605254
Phone
2033514275
Address
CO JAMES T KELLY 64 BOGGS HILL R, NEWTOWN, CT 06470

Signing Officer

Name
James T Kelly
Title
Trustee
Phone
2033514275
Signed
2025-03-05
Discuss with paid preparer
Yes

Preparer

Firm
Cbiz Advisors LLC
Address
140 FOUNTAIN PKWY N STE 410, ST PETERSBURG, FL 33716
Preparer
David Janosek
Phone
7275721400
Raw XML Appendix330 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/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3CROSS CATHOLIC OUTREACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4DANBURY HOSPITAL & NEW MILFORD HOSPITAL FOUNDATION INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5EQUESTRIAN ORDER OF HOLY SEPULCHRE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6OFF THE STREETS INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7REGIONAL HOSPICE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8UNBOUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt8PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0238 JEWETT AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1238 JEWETT AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt226 DODGINGTOWN RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO BOX 273908
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt424 HOSPITAL AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt52955 RIDGELAKE DR 205
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6PO BOX 591
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt730 MILESTONE RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt81 ELMWOOD AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BRIDGEPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BRIDGEPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2BETHEL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3BOCA RATON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4DANBURY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5METAIRIE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6BETHEL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7DANBURY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8KANSAS CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5LA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8KS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd006606
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd106606
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd206801
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd333427
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd406810
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd570002
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd606801
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd706810
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd866103
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0368000
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/AppliedToCurrentYearAmt024046
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt024046
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0331113
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0256406
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0224381
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0202762
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0693707
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0693707
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01359766
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0345104
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0331113
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0256406
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0224381
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0202762
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0369150
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0345104
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02053473
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01708369
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0JAMES AND MARY LOU KELLY
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt064 BOGGS HILL RD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0NEWTOWN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd006470
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0402688
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES T KELLY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02033514275
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KELLY FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0KELL
ReturnHeader/Filer/EIN0061605254
ReturnHeader/Filer/PhoneNum02033514275
ReturnHeader/Filer/USAddress/AddressLine1Txt0CO JAMES T KELLY 64 BOGGS HILL R
ReturnHeader/Filer/USAddress/CityNm0NEWTOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006470
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0273605969
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CBIZ ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0140 FOUNTAIN PKWY N STE 410
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ST PETERSBURG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033716
ReturnHeader/PreparerPersonGrp/PhoneNum07275721400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID JANOSEK
ReturnHeader/ReturnTs02025-03-31T11:47:32-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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