Civic Intelligence

Margaret Kelly Fund C/O Bettinger & Leech

990PF • Fiscal year 2018 • EIN 13-3880821

Jan 01, 2018 to Dec 31, 2018 • Filed on Jun 17, 2019

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

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

8th percentile

-76%

Higher net margin than 8% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

15th percentile

-28%

Faster asset growth than 15% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

98th percentile

449%

Faster revenue growth than 98% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$151,375

Down $58,487 (-28%) from 2017

Net Assets

Down

$151,375

Down $58,488 (-28%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin8th percentile

Revenue

Up

$74,987

Up $61,318 (+449%) from 2017

Expenses

Up

$131,873

Up $104,474 (+381%) from 2017

Net Income

Down

-$56,886

Down $43,156 (-314%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth15th 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

2018

Assets$151,375
Liabilities$0
Net Assets$151,375
Open 2018 Filing

Operations Trend

Revenue Growth98th 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

2018

Revenue$74,987
Expenses$131,873
Net Income-$56,886
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jun 17, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th 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
2019-06-17

Preparer

Firm
Blatt and Dauman Llp
Address
350 MOTOR PKWY SUITE 308, HAUPPAUGE, NY 11788
Preparer
Abbey E Blatt
Phone
6313000000
Raw XML Appendix318 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/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0ENGLEWOOD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NJ
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd007632
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd1NJ
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0BETTINGER & LEECH
IRS990PF/StatementsRegardingActyGrp/PhoneNum02015692220
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0SUPPORTS CHARITABLE ORGANIZATIONS THAT ARE ORGANIZED FOR RELIGIOUS, CHARITABLE, SCIENTIFIC, OR EDUCATIONAL PURPOSES OR FOR THE PREVENTION OF CRUELTY TO CHILDREN OR ANIMALS. SEE PART XV
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt0131873
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0126515
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0IMPROVING TEACHING & LEARNING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0REYNOLDS CENTER TLC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501C3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0308 CONGRESS STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002210
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0126515
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/AppliedToCurrentYearAmt020490
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt020490
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0319
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt046301
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt021793
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt04472
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0178910
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0106025
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0319
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt046301
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt021793
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt04472
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0126515
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0106025
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0178910
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt072885
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01602
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0PRIOR PERIOD ADJUSTMENTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK SERVICE CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt095
TaxesSchedule/TaxesDetail/Amt0273
TaxesSchedule/TaxesDetail/CategoryTxt0FILING FEE TAX
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MARGARET KELLY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02015692220
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-06-17
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/AtSubmissionCreationDeviceId02AF42E81EA3F0825C30BF35D7F13D0FEAFF7106D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId02AF42E81EA3F0825C30BF35D7F13D0FEAFF7106D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt075.99.49.186
ReturnHeader/FilingSecurityInformation/IPDt02019-08-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm013:54:49
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0112778625
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BLATT AND DAUMAN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0350 MOTOR PKWY SUITE 308
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HAUPPAUGE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011788
ReturnHeader/PreparerPersonGrp/PhoneNum06313000000
ReturnHeader/PreparerPersonGrp/PreparationDt02019-08-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ABBEY E BLATT
ReturnHeader/ReturnTs02019-08-12T13:54:49-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$151,375
Liabilities
$0
Net assets
$151,375
Revenue
$74,987
Expenses
$131,873
Net income
-$56,886
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