Civic Intelligence

Ethel Kennedy Foundation

990PF • Fiscal year 2014 • EIN 11-2768682

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 01, 2015

Organization Profile
290 Johns Island DriveVero Beach, FL 32963

(772) 231-2971

Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

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

2014 filings • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

19th percentile

0.00x

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

2014 filings • $5M-$10M nonprofits • Source year 2014

Net Margin

89th percentile

52%

Higher net margin than 89% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

26th percentile

$0

Higher top officer pay than 26% of similar nonprofits.

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

2014 filings • $5M-$10M nonprofits • Source year 2014

Asset Growth

53rd percentile

3.1%

Faster asset growth than 53% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

6th percentile

-51%

Faster revenue growth than 6% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$8,144,633

Up $242,939 (+3.1%) from 2013

Net Assets

Up

$8,144,633

Up $242,939 (+3.1%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin89th percentile

Revenue

Down

$466,039

Down $489,348 (-51%) from 2013

Expenses

Down

$223,100

Down $281,084 (-56%) from 2013

Net Income

Down

$242,939

Down $208,264 (-46%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$15M$10M$5.0M$0Assets 2010: $7,776,596Liabilities 2010: $0Net Assets 2010: $7,776,5962010Assets 2011: $7,662,933Liabilities 2011: $0Net Assets 2011: $7,662,9332011Assets 2012: $7,450,491Liabilities 2012: $0Net Assets 2012: $7,450,4912012Assets 2013: $7,901,694Liabilities 2013: $0Net Assets 2013: $7,901,6942013Assets 2014: $8,144,633Liabilities 2014: $0Net Assets 2014: $8,144,6332014Assets 2015: $8,103,459Liabilities 2015: $0Net Assets 2015: $8,103,4592015Assets 2016: $7,844,373Liabilities 2016: $0Net Assets 2016: $7,844,3732016Assets 2017: $10,318,725Liabilities 2017: $0Net Assets 2017: $10,318,7252017Assets 2018: $10,041,401Liabilities 2018: $0Net Assets 2018: $10,041,4012018Assets 2019: $9,900,046Liabilities 2019: $0Net Assets 2019: $9,900,0462019Assets 2020: $9,643,906Liabilities 2020: $0Net Assets 2020: $9,643,9062020Assets 2021: $9,723,041Liabilities 2021: $0Net Assets 2021: $9,723,0412021Assets 2022: $9,290,488Liabilities 2022: $0Net Assets 2022: $9,290,4882022Assets 2023: $9,092,256Liabilities 2023: $0Net Assets 2023: $9,092,2562023Assets 2024: $9,009,826Liabilities 2024: $0Net Assets 2024: $9,009,8262024

Highlighted filing

2014

Assets$8,144,633
Liabilities$0
Net Assets$8,144,633
Open 2014 Filing

Operations Trend

Revenue Growth6th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $485,3592010Expenses 2011: $365,8622011Expenses 2012: $531,4712012Revenue 2013: $955,387Expenses 2013: $504,184Net Income 2013: $451,2032013Revenue 2014: $466,039Expenses 2014: $223,100Net Income 2014: $242,9392014Revenue 2015: $508,180Expenses 2015: $549,354Net Income 2015: -$41,1742015Revenue 2016: $241,969Expenses 2016: $501,055Net Income 2016: -$259,0862016Revenue 2017: $3,004,119Expenses 2017: $529,767Net Income 2017: $2,474,3522017Revenue 2018: $244,277Expenses 2018: $521,601Net Income 2018: -$277,3242018Revenue 2019: $410,177Expenses 2019: $551,532Net Income 2019: -$141,3552019Revenue 2020: $313,910Expenses 2020: $570,050Net Income 2020: -$256,1402020Revenue 2021: $680,516Expenses 2021: $601,381Net Income 2021: $79,1352021Revenue 2022: $325,718Expenses 2022: $758,271Net Income 2022: -$432,5532022Revenue 2023: $459,576Expenses 2023: $657,808Net Income 2023: -$198,2322023Revenue 2024: $608,215Expenses 2024: $690,645Net Income 2024: -$82,4302024

Highlighted filing

2014

Revenue$466,039
Expenses$223,100
Net Income$242,939
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 1, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay26th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ETHEL K MARRANPres/Treas-$0--
ELIZABETH MARRANVP-$0--
LAURA F MARRANSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Ethel Kennedy Foundation
EIN
11-2768682
In Care Of
% ETHEL K MARRAN
Phone
7722312971
Address
290 JOHNS ISLAND DRIVE, VERO BEACH, FL 32963

Signing Officer

Name
Jack Marran
Title
Trustee
Phone
5168748800
Signed
2015-11-01
Discuss with paid preparer
Yes

Preparer

Firm
Frankel Loughran Starr & Vallone
Address
1475 FRANKLIN AVENUE, GARDEN CITY, NY 11530
Preparer
Seth L Starr
Phone
5168748800
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm532609 SHS JPM US LARGE CAP CORE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5451 WTS - AMERICAN INTERNATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55194 SHS - EXPRESS SCRIPTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56574 - SPDR S&P ETF TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm575368.5 - DOUBLINE FDS TR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58810 - JPM CHINA REGION FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59369 - OPPENHEIMER DEVELOPING M
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm605780 - JPM GLOBAL RES ENH INDE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm612446 - PIMCO UNCONS BOND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62685 - POWERSHARES DB COMMODITY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm631186 - BROWN ADV JAPAN ALPHA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm642165 - GOLDMAN SACHS TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm653276 - GOTHAM ABSOLUTE RETURN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm663368 - PIMCO COMMODITY PL STRA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm674293 - DODGE & COX INCOME FUND
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10NONDIV DIST ADJUSTMENT
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt08144633
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt02481398
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt07655414
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0152052
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0499238
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt09984760
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt010136812
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,144,633
Liabilities
$0
Net assets
$8,144,633
Revenue
$466,039
Expenses
$223,100
Net income
$242,939
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$9.01$0.00$9.01$0.61$0.69$0.08
2023Detailed filing. Detailed filing data is available for this year.$9.09$0.00$9.09$0.46$0.66$0.20
2022Detailed filing. Detailed filing data is available for this year.$9.29$0.00$9.29$0.33$0.76$0.43
2021Detailed filing. Detailed filing data is available for this year.$9.72$0.00$9.72$0.68$0.60$0.08
2020Detailed filing. Detailed filing data is available for this year.$9.64$0.00$9.64$0.31$0.57$0.26
2019Detailed filing. Detailed filing data is available for this year.$9.90$0.00$9.90$0.41$0.55$0.14
2018Detailed filing. Detailed filing data is available for this year.$10.0$0.00$10.0$0.24$0.52$0.28
2017Detailed filing. Detailed filing data is available for this year.$10.3$0.00$10.3$3.00$0.53$2.47
2016Detailed filing. Detailed filing data is available for this year.$7.84$0.00$7.84$0.24$0.50$0.26
2015Detailed filing. Detailed filing data is available for this year.$8.10$0.00$8.10$0.51$0.55$0.04
2014Detailed filing. Detailed filing data is available for this year.$8.14$0.00$8.14$0.47$0.22$0.24
2013Detailed filing. Detailed filing data is available for this year.$7.90$0.00$7.90$0.96$0.50$0.45
2012Detailed filing. Detailed filing data is available for this year.$7.45$0.00$7.45$0.53
2011Detailed filing. Detailed filing data is available for this year.$7.66$0.00$7.66$0.37
2010Detailed filing. Detailed filing data is available for this year.$7.78$0.00$7.78$0.49