Civic Intelligence

Jc Kellogg Foundation Inc

990PF • Fiscal year 2020 • EIN 13-6092448

Sep 01, 2019 to Aug 31, 2020 • Filed on Jul 06, 2021

Organization Profile
C/O IAT REINSURANCE CO LTD SuiteNew York, NY 10005

(212) 389-5841

Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

Higher debt load relative to assets than 20% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Source year 2020

Liabilities / Revenue

49th percentile

0.32x

Higher debt load relative to revenue than 49% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Source year 2020

Net Margin

87th percentile

45%

Higher net margin than 87% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Source year 2020

Top Officer Pay

15th percentile

$0

Higher top officer pay than 15% of similar nonprofits.

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

2020 filings • $50M-$100M nonprofits • Source year 2020

Asset Growth

31st percentile

1.1%

Faster asset growth than 31% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Annualized from 2019 to 2020

Revenue Growth

3rd percentile

-77%

Faster revenue growth than 3% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$83,216,032

Up $887,176 (+1.1%) from 2019

Net Assets

Up

$82,842,019

Up $527,861 (+0.6%) from 2019

Liabilities

Up

$374,013

Up $359,315 (+2445%) from 2019

Revenue And Expenses
Liabilities / Revenue49th percentileNet Margin87th percentile

Revenue

Down

$1,166,353

Down $3,833,497 (-77%) from 2019

Expenses

Down

$638,492

Down $6,122 (-0.9%) from 2019

Net Income

Down

$527,861

Down $3,827,375 (-88%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$100M$50M$0Assets 2011: $71,773,146Liabilities 2011: $02011Assets 2012: $73,666,278Liabilities 2012: $447,5422012Assets 2013: $77,444,811Liabilities 2013: $762,5862013Assets 2014: $79,468,495Liabilities 2014: $613,2622014Assets 2015: $81,475,494Liabilities 2015: $500,7702015Assets 2017: $76,856,813Liabilities 2017: $102,092Net Assets 2017: $76,754,7212017Assets 2018: $78,265,822Liabilities 2018: $310,053Net Assets 2018: $77,955,7692018Assets 2019: $82,328,856Liabilities 2019: $14,698Net Assets 2019: $82,314,1582019Assets 2020: $83,216,032Liabilities 2020: $374,013Net Assets 2020: $82,842,0192020Assets 2021: $82,469,197Liabilities 2021: $140,348Net Assets 2021: $82,328,8492021Assets 2022: $88,131,882Liabilities 2022: $316,630Net Assets 2022: $87,815,2522022Assets 2023: $89,441,272Liabilities 2023: $463,215Net Assets 2023: $88,978,0572023Assets 2024: $89,650,930Liabilities 2024: $655,041Net Assets 2024: $88,995,8892024

Highlighted filing

2020

Assets$83,216,032
Liabilities$374,013
Net Assets$82,842,019
Open 2020 Filing

Operations Trend

Revenue Growth3rd percentile

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

$20M$10M$0-$10MRevenue 2011: $12,477,683Expenses 2011: $6,154,591Net Income 2011: $6,323,0922011Revenue 2012: $6,228,239Expenses 2012: $4,270,709Net Income 2012: $1,957,5302012Revenue 2013: $8,627,461Expenses 2013: $5,847,149Net Income 2013: $2,780,3122013Revenue 2014: $9,756,320Expenses 2014: $6,635,920Net Income 2014: $3,120,4002014Revenue 2015: $7,038,989Expenses 2015: $4,919,498Net Income 2015: $2,119,4912015Revenue 2017: $16,049,772Expenses 2017: $19,854,419Net Income 2017: -$3,804,6472017Revenue 2018: $2,724,922Expenses 2018: $652,917Net Income 2018: $2,072,0052018Revenue 2019: $4,999,850Expenses 2019: $644,614Net Income 2019: $4,355,2362019Revenue 2020: $1,166,353Expenses 2020: $638,492Net Income 2020: $527,8612020Revenue 2021: $2,172,871Expenses 2021: $7,261,208Net Income 2021: -$5,088,3372021Revenue 2022: $9,839,047Expenses 2022: $4,731,782Net Income 2022: $5,107,2652022Revenue 2023: $4,672,634Expenses 2023: $7,507,190Net Income 2023: -$2,834,5562023Revenue 2024: $5,207,193Expenses 2024: $10,858,108Net Income 2024: -$5,650,9152024

Highlighted filing

2020

Revenue$1,166,353
Expenses$638,492
Net Income$527,861
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2019 to Aug 31, 2020
Signed
Jul 6, 2021
Return Version
2019v5.2
Compensation and Service Providers
Top Officer Pay15th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GAIL KELLOGGPresident/Treasurer-$0--
PETER R KELLOGGVice President-$0--
MORRIS W KELLOGGTrustee-$0--
RICHARD I KELLOGGTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Jc Kellogg Foundation Inc
EIN
13-6092448
In Care Of
% MICHAEL PICKETT
Phone
2123895841
Address
C/O IAT REINSURANCE CO LTD Suite, NEW YORK, NY 10005

Signing Officer

Name
Gail Kellogg
Title
President
Signed
2021-07-06
Discuss with paid preparer
Yes

Preparer

Firm
Iat Re Ltd
Address
48 WALL STREET, NEW YORK, NY 10005
Preparer
Michael Pickett
Phone
2123895835
Raw XML AppendixShowing 400 of 439 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/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd00
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt048 WALL SREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NEW YORK
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd010005
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0MICHAEL PICKETT
IRS990PF/StatementsRegardingActyGrp/PhoneNum02123895835
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NONE
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IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1PETER R KELLOGG
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt05455663
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt05455663
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt046430
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt046430
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02015
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IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt068293
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DUE FROM COMPASS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FOUNDATION DUES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3ADR FEES
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt136
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt230
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt3772
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt136
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt230
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3772
OtherIncomeSchedule2/OtherIncomeDetail/Desc0COMPASS ROYALTIES MGMT LLC & APACHE OIL
OtherIncomeSchedule2/OtherIncomeDetail/Desc1LANCO II EIN 31-1752567
OtherIncomeSchedule2/OtherIncomeDetail/Desc2NIMBO PARTNERS EIN 98-0470112
OtherIncomeSchedule2/OtherIncomeDetail/Desc3POSSE ENERGY LTD EIN 76-0328792
OtherIncomeSchedule2/OtherIncomeDetail/Desc4BLACKSTONE GROUP EIN 20-8875684
OtherIncomeSchedule2/OtherIncomeDetail/Desc5ENTERPRISE PRODUCTS PARTNERS LP 76-05868
OtherIncomeSchedule2/OtherIncomeDetail/Desc6DCP MIDSTREAM LP EIN -03-0567133
OtherIncomeSchedule2/OtherIncomeDetail/Desc7PRIOR YEAR ADJUSTMENTS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0536391
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1-1293
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt2-104653
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt3-835
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt427212
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt5-56346
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt661284
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt70
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0536391
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1-1293
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt2-104653
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt3-835
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt427212
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt5-56346
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt661284
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt7-32453
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt014698
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0SECURITIES SOLD NOT YET PURCHASED
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0374013
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0160303
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1121314
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY FEES-
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1MERRION

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$83,216,032
Liabilities
$374,013
Net assets
$82,842,019
Revenue
$1,166,353
Expenses
$638,492
Net income
$527,861
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$89.7$0.66$89.0$5.21$10.9$5.65
2023Detailed filing. Detailed filing data is available for this year.$89.4$0.46$89.0$4.67$7.51$2.83
2022Detailed filing. Detailed filing data is available for this year.$88.1$0.32$87.8$9.84$4.73$5.11
2021Detailed filing. Detailed filing data is available for this year.$82.5$0.14$82.3$2.17$7.26$5.09
2020Detailed filing. Detailed filing data is available for this year.$83.2$0.37$82.8$1.17$0.64$0.53
2019Detailed filing. Detailed filing data is available for this year.$82.3$0.01$82.3$5.00$0.64$4.36
2018Detailed filing. Detailed filing data is available for this year.$78.3$0.31$78.0$2.72$0.65$2.07
2017Detailed filing. Detailed filing data is available for this year.$76.9$0.10$76.8$16.0$19.9$3.80
2015Summary only. Only limited summary data is available for this year.$81.5$0.50$7.04$4.92$2.12
2014Summary only. Only limited summary data is available for this year.$79.5$0.61$9.76$6.64$3.12
2013Summary only. Only limited summary data is available for this year.$77.4$0.76$8.63$5.85$2.78
2012Summary only. Only limited summary data is available for this year.$73.7$0.45$6.23$4.27$1.96
2011Summary only. Only limited summary data is available for this year.$71.8$0.00$12.5$6.15$6.32