Civic Intelligence

Margaret Kelly Fund C/O Bettinger & Leech

990PF • Fiscal year 2016 • EIN 13-3880821

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 16, 2017

Organization Profile
600 East Palisade AvenueEnglewood, NJ 07632-1826

(201) 569-2220

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

4th percentile

-276%

Higher net margin than 4% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

19th percentile

-19%

Faster asset growth than 19% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

13th percentile

-41%

Faster revenue growth than 13% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$223,593

Down $52,599 (-19%) from 2015

Net Assets

Down

$223,593

Down $52,599 (-19%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin4th percentile

Revenue

Down

$19,080

Down $13,193 (-41%) from 2015

Expenses

Up

$71,679

Up $20,919 (+41%) from 2015

Net Income

Down

-$52,599

Down $34,112 (-185%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

$400K$300K$200K$100K$0Assets 2010: $329,217Liabilities 2010: $0Net Assets 2010: $329,2172010Assets 2011: $318,516Liabilities 2011: $12011Assets 2012: $321,587Liabilities 2012: $0Net Assets 2012: $321,5872012Assets 2013: $314,631Liabilities 2013: $0Net Assets 2013: $314,6312013Assets 2014: $297,174Liabilities 2014: $2,495Net Assets 2014: $294,6792014Assets 2015: $276,192Liabilities 2015: $0Net Assets 2015: $276,1922015Assets 2016: $223,593Liabilities 2016: $0Net Assets 2016: $223,5932016Assets 2017: $209,862Liabilities 2017: $0Net Assets 2017: $209,8632017Assets 2018: $151,375Liabilities 2018: $0Net Assets 2018: $151,3752018Assets 2019: $114,752Liabilities 2019: $0Net Assets 2019: $114,7522019Assets 2020: $146,007Liabilities 2020: $0Net Assets 2020: $146,0072020

Highlighted filing

2016

Assets$223,593
Liabilities$0
Net Assets$223,593
Open 2016 Filing

Operations Trend

Revenue Growth13th percentile

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

$150K$100K$50K$0-$50K-$100KExpenses 2010: $22,0222010Revenue 2011: $8,973Expenses 2011: $19,674Net Income 2011: -$10,7012011Expenses 2012: $7,6892012Revenue 2013: $10,599Expenses 2013: $17,555Net Income 2013: -$6,9562013Revenue 2014: $12,250Expenses 2014: $32,202Net Income 2014: -$19,9522014Revenue 2015: $32,273Expenses 2015: $50,760Net Income 2015: -$18,4872015Revenue 2016: $19,080Expenses 2016: $71,679Net Income 2016: -$52,5992016Revenue 2017: $13,669Expenses 2017: $27,399Net Income 2017: -$13,7302017Revenue 2018: $74,987Expenses 2018: $131,873Net Income 2018: -$56,8862018Revenue 2019: $74,831Expenses 2019: $111,454Net Income 2019: -$36,6232019Revenue 2020: $23,424Expenses 2020: $10,169Net Income 2020: $13,2552020

Highlighted filing

2016

Revenue$19,080
Expenses$71,679
Net Income-$52,599
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 16, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARGARET KELLYTrustee-$0--
SUSAN PANIANTrustee-$0--
MARIANN KELLYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Margaret Kelly Fund
EIN
13-3880821
Phone
2015692220
Address
600 EAST PALISADE AVENUE, ENGLEWOOD, NJ 07632-1826

Signing Officer

Name
Margaret Kelly
Title
Trustee
Phone
2015692220
Signed
2017-11-16

Preparer

Firm
Blatt and Dauman Llp
Address
350 MOTOR PKWY STE 308, HAUPPAUGE, NY 11788-5124
Preparer
Abbey E Blatt
Phone
6313000000
Raw XML Appendix348 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MARGARET KELLY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1SUSAN PANIAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MARIANN KELLY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1EDUCATIONAL AID FOR STUDENTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2COUNSEL FOR ABUSED & NEGLECTED YOUTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3CHILDREN'S EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4IMPROVING TEACHING & LEARNING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5BRING ART TO ALL AGES OUTREACH PROG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6PROVIDES CARE TO THE POOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CATHOLIC EXTENSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1FAIRFIELD UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2LAWYERS FOR CHILDREN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3ST LUKE'S SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4REYNOLDS CENTER TLC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5PUBLIC ART FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6LIFE FOCUS CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7SMAN
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501C3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501C3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3501C3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4501C3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5501C3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6501C3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7501C3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0150 SOUTH WACKER DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11073 NORTH BENSON ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2110 LAFAYETTE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3377 NORTH WILTON ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4308 CONGRESS STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5ONE EAST 53 STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6302 N WASHINGTON AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7600 EAST PALISADE AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0SUITE 2000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CHICAGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1FAIRFIELD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3NEW CANAAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6MOORESTOWN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7ENGLEWOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd060606
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd106824
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd210013
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd306840
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd402210
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd510022
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd608057
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd707632
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt071550
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt025249
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt025249
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt021793
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt04472
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0502
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0502
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt072566
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt046301
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt021793
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt04472
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt071550
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt046301
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt073068
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt026767
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherIncomeSchedule2/OtherIncomeDetail/Desc0DISTRIBUTIONS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt02007
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt02007
TaxesSchedule/TaxesDetail/Amt0129
TaxesSchedule/TaxesDetail/CategoryTxt0FILING FEE TAX
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MARGARET KELLY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02015692220
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARGARET KELLY FUND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O BETTINGER & LEECH
ReturnHeader/Filer/BusinessNameControlTxt0MARG
ReturnHeader/Filer/EIN0133880821
ReturnHeader/Filer/PhoneNum02015692220
ReturnHeader/Filer/USAddress/AddressLine1Txt0600 EAST PALISADE AVENUE
ReturnHeader/Filer/USAddress/CityNm0ENGLEWOOD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd0076321826
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B9B78522472662B714AECB213C79947A271DCA91
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId02AF42E81EA3F0825C30BF35D7F13D0FEAFF7106D
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0112778625
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BLATT AND DAUMAN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0350 MOTOR PKWY STE 308
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HAUPPAUGE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0117885124
ReturnHeader/PreparerPersonGrp/PhoneNum06313000000
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ABBEY E BLATT
ReturnHeader/ReturnTs02017-11-16T08:24:45-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$223,593
Liabilities
$0
Net assets
$223,593
Revenue
$19,080
Expenses
$71,679
Net income
-$52,599
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.23$0.10$0.13
2019Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.75$1.11$0.37
2018Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.75$1.32$0.57
2017Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$0.14$0.27$0.14
2016Detailed filing. Detailed filing data is available for this year.$2.24$0.00$2.24$0.19$0.72$0.53
2015Detailed filing. Detailed filing data is available for this year.$2.76$0.00$2.76$0.32$0.51$0.18
2014Detailed filing. Detailed filing data is available for this year.$2.97$0.02$2.95$0.12$0.32$0.20
2013Detailed filing. Detailed filing data is available for this year.$3.15$0.00$3.15$0.11$0.18$0.07
2012Detailed filing. Detailed filing data is available for this year.$3.22$0.00$3.22$0.08
2011Summary only. Only limited summary data is available for this year.$3.19$0.00$0.09$0.20$0.11
2010Detailed filing. Detailed filing data is available for this year.$3.29$0.00$3.29$0.22