Civic Intelligence

Jc Kellogg Foundation Inc

990PF • Fiscal year 2021 • EIN 13-6092448

Sep 01, 2020 to Aug 31, 2021 • Filed on Jul 14, 2022

Organization Profile
C/O Iat Insurance Group IncNew York, NY 10005

(212) 389-5841

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

Higher debt load relative to assets than 18% of similar nonprofits.

2021 filings • $50M-$100M nonprofits • Source year 2021

Liabilities / Revenue

27th percentile

0.06x

Higher debt load relative to revenue than 27% of similar nonprofits.

2021 filings • $50M-$100M nonprofits • Source year 2021

Net Margin

2nd percentile

-234%

Higher net margin than 2% of similar nonprofits.

2021 filings • $50M-$100M nonprofits • Source year 2021

Top Officer Pay

16th percentile

$0

Higher top officer pay than 16% of similar nonprofits.

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

2021 filings • $50M-$100M nonprofits • Source year 2021

Asset Growth

15th percentile

-0.9%

Faster asset growth than 15% of similar nonprofits.

2021 filings • $50M-$100M nonprofits • Annualized from 2020 to 2021

Revenue Growth

84th percentile

86%

Faster revenue growth than 84% of similar nonprofits.

2021 filings • $50M-$100M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets18th percentile

Assets

Down

$82,469,197

Down $746,835 (-0.9%) from 2020

Net Assets

Down

$82,328,849

Down $513,170 (-0.6%) from 2020

Liabilities

Down

$140,348

Down $233,665 (-62%) from 2020

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin2nd percentile

Revenue

Up

$2,172,871

Up $1,006,518 (+86%) from 2020

Expenses

Up

$7,261,208

Up $6,622,716 (+1037%) from 2020

Net Income

Down

-$5,088,337

Down $5,616,198 (-1064%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth15th 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

2021

Assets$82,469,197
Liabilities$140,348
Net Assets$82,328,849
Open 2021 Filing

Operations Trend

Revenue Growth84th 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

2021

Revenue$2,172,871
Expenses$7,261,208
Net Income-$5,088,337
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2020 to Aug 31, 2021
Signed
Jul 14, 2022
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay16th 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 INSURANCE GROUP INC, NEW YORK, NY 10005

Signing Officer

Name
Peter Kellogg
Title
President
Phone
2123895841
Signed
2022-07-14
Discuss with paid preparer
Yes

Preparer

Firm
Iat Re Ltd
Address
48 WALL STREET, NEW YORK, NY 10005
Preparer
Michael Pickett
Phone
2123895835
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21000000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1DONOR ADVISED FUND
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2245 UNDERMOUNTAIN ROAD
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt046428
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IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02017
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2FILING FEES
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4CONSULTING FEES
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt152
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt48750
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt48750
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OtherIncomeSchedule2/OtherIncomeDetail/Desc1NIMBO PARTNERS EIN 98-0470112
OtherIncomeSchedule2/OtherIncomeDetail/Desc2ENTERPRISE PRODUCTS PARTNERS LP 76-05868
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OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1-2459
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt2-42738
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt324845
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0389260
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1-2459
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt2-42738
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt324845
OtherIncreasesSchedule/OtherIncreasesDetail/Amt05283
OtherIncreasesSchedule/OtherIncreasesDetail/Amt14569884
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0PRIOR YEAR ADJUSTMENTS RECEIVABLES
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1UNREALIZED GAIN ON STOCK CONTRIBUTION
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0374013
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0SECURITIES SOLD NOT YET PURCHASED
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0140348
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0176037
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1157668
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY FEES-
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1MERRION
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2INVESTMENT ADVISORY FEES -
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt3SCHWAB

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$82,469,197
Liabilities
$140,348
Net assets
$82,328,849
Revenue
$2,172,871
Expenses
$7,261,208
Net income
-$5,088,337
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