Koegel Foundation Inc

990PF • Fiscal year 2011 • EIN 13-6099147

Jan 01, 2011 to Dec 31, 2011 • Filed on Jul 16, 2012

Organization Profile

704 Heritage Hills10589

Siviq Scores

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

0.00x

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

2011 filings • <$500k nonprofits • Source year 2011

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Higher top officer pay than 80% of similar nonprofits.

2011 filings • <$500k nonprofits • Source year 2011

-62%

Faster asset growth than 7% of similar nonprofits.

2011 filings • <$500k nonprofits • Annualized from 2010 to 2011

No value available

No valid filing value is available for this score.

Balance Sheet

Liabilities / Assets58th percentile

Assets

Down

$20,537

Down $33,035 (-62%) from 2010

Net Assets

Down

$20,537

Down $33,035 (-62%) from 2010

Liabilities

Flat

Flat from 2010

Revenue And Expenses

Liabilities / RevenueScore unavailable Net MarginScore unavailable

Revenue

No earlier filing loaded for comparison.

Expenses

Down

$43,805

Down $2,353 (-5.1%) from 2010

Net Income

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth7th percentile

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

Highlighted filing

2011

Assets$20,537

Liabilities$0

Net Assets$20,537

Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

Highlighted filing

2011

Revenue-

Expenses$43,805

Net Income-

Open 2011 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2011 to Dec 31, 2011
Signed: Jul 16, 2012
Return Version: 2011v1.2

Compensation and Service Providers

Top Officer Pay80th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
WILLIAM F KOEGEL	President,Secretary & Trea	-	$0	-	-

Grants and Assistance

Foundation Grants and Related Investments

Type	Recipient	Purpose	Status	Location	Amount
Paid Grant	TOMAHAWK CHAPEL KOEGEL PARK TOWN OF SOMERS	CONTRIBUTION	PUBLIC CHARITY	SOMERS, NY, US	$22,155
Paid Grant	JAMES P WILMOT CANCER CENTER	CONTRIBUTION	PUBLIC CHARITY	ROCHESTER, NY, US	$5,000
Paid Grant	CHRIST CHURCH PARISH	CONTRIBUTION	PUBLIC CHARITY	REDDING RIDGE, CT, US	$4,000
Paid Grant	THE VERO BEACH MUSEUM OF ART	CONTRIBUTION	PUBLIC CHARITY	VERO BEACH, FL, US	$3,500
Paid Grant	ALUMNAE FUND OF SMITH COLLEGE	CONTRIBUTION	PUBLIC CHARITY	NORTHAMPTON, MA, US	$3,000
Paid Grant	THE MYOSITIS ASSOCIATION	CONTRIBUTION	PUBLIC CHARITY	ALEXANDRIA, VA, US	$3,000
Paid Grant	FAIRFIELD COUNTY COMMUNITY FOUNDATION	CONTRIBUTION	PUBLIC CHARITY	NORWALK, CT, US	$2,000

Filing and Contact Details

Filer

EIN: 13-6099147

Raw XML Appendix366 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/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	0	WILLIAM F KOEGEL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title	0	PRESIDENT,SECRETARY & TREA
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	5	3000
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	0	CONTRIBUTION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	1	CONTRIBUTION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	2	CONTRIBUTION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	3	CONTRIBUTION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	4	CONTRIBUTION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	5	CONTRIBUTION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	6	CONTRIBUTION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	0	ALUMNAE FUND OF SMITH COLLEGE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	1	CHRIST CHURCH PARISH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	2	FAIRFIELD COUNTY COMMUNITY FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	3	JAMES P WILMOT CANCER CENTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	4	THE VERO BEACH MUSEUM OF ART
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	5	THE MYOSITIS ASSOCIATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	6	TOMAHAWK CHAPEL KOEGEL PARK TOWN OF SOMERS
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	2	PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	3	PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	4	PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	5	PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	6	PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	0	7 COLLEGE LANE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	1	PO BOX 54
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	2	383 MAIN AVENUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	3	601 ELMWOOD AVENUE BOX 704
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	4	3001 RIVERSIDE PARK DRIVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	5	1737 KING STREET SUITE 600
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	6	ROUTE 118
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	0	NORTHAMPTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	1	REDDING RIDGE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	2	NORWALK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	3	ROCHESTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	4	VERO BEACH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	5	ALEXANDRIA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	6	SOMERS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	0	MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	1	CT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	2	CT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	3	NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	4	FL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	5	VA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	6	NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	0	01063
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	1	06876
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	2	06851
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	3	14642
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	4	32963
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	5	22314
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	6	10589
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected	0	X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture	0	0
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear	0	42655
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO	0	0
IRS990PF/UndistributedIncome/AppliedToCurrentYear	0	1993
IRS990PF/UndistributedIncome/AppliedToPriorYears	0	0
IRS990PF/UndistributedIncome/AppliedToYear1	0	0
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted	0	1993
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g3	0	0
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1	0	40894
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2	0	9617
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3	0	19561
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4	0	36347
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5	0	7462
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus	0	0
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY	0	0
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5	0	7462
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear	0	147081
IRS990PF/UndistributedIncome/ExcessFromCurrentYear	0	40662
IRS990PF/UndistributedIncome/ExcessFromYear1	0	40894
IRS990PF/UndistributedIncome/ExcessFromYear2	0	9617
IRS990PF/UndistributedIncome/ExcessFromYear3	0	19561
IRS990PF/UndistributedIncome/ExcessFromYear4	0	36347
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax	0	0
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome	0	0
IRS990PF/UndistributedIncome/QualifyingDistributions	0	42655
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus	0	40662
IRS990PF/UndistributedIncome/TaxableAmount1	0	0
IRS990PF/UndistributedIncome/TaxableAmount2	0	0
IRS990PF/UndistributedIncome/TotalCorpus	0	154543
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover	0	113881
IRS990PF/UndistributedIncome/TotalForPriorYears	0	0
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus	0	0
IRS990PF/UndistributedIncome/UndistributedIncomeCY	0	0
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear	0	0
OtherDecreasesSchedule/OtherDecreases/Amount	0	486
OtherDecreasesSchedule/OtherDecreases/Description	0	FAIR MARKET VALUE OF ASSETS DECREASED
OtherExpensesSchedule/OtherExpenses/Description	0	NYS ANNUAL FEE
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps	0	0
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome	0	0
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks	0	50
ReturnHeader/BuildTS	0	2016-02-24 21:20:13Z
ReturnHeader/Filer/EIN	0	136099147
ReturnHeader/Filer/Name/BusinessNameLine1	0	KOEGEL FOUNDATION INC
ReturnHeader/Filer/NameControl	0	KOEG
ReturnHeader/Filer/Phone	0	9142760605
ReturnHeader/Filer/USAddress/AddressLine1	0	704 HERITAGE HILLS
ReturnHeader/Filer/USAddress/City	0	SOMERS
ReturnHeader/Filer/USAddress/State	0	NY
ReturnHeader/Filer/USAddress/ZIPCode	0	10589
ReturnHeader/Officer/AuthorizeThirdParty	0	1
ReturnHeader/Officer/DateSigned	0	2012-07-16
ReturnHeader/Officer/Name	0	WILLIAM F KOEGEL
ReturnHeader/Officer/Phone	0	9142760605
ReturnHeader/Officer/Title	0	PRESIDENT/TREASURER
ReturnHeader/PreparerFirm/EIN	0	200180154
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine1	0	JAECKLE KEARNEY & LEPSELTER CPA'S PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1	0	233 SEVENTH STREET SUITE 201
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City	0	GARDEN CITY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State	0	NY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode	0	11530
ReturnHeader/Preparer/Name	0	JOHN KEARNEY
ReturnHeader/Preparer/Phone	0	5167465980
ReturnHeader/ReturnType	0	990PF
ReturnHeader/TaxPeriodBeginDate	0	2011-01-01
ReturnHeader/TaxPeriodEndDate	0	2011-12-31
ReturnHeader/TaxYear	0	2011
ReturnHeader/Timestamp	0	2012-07-24T09:16:02-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $20,537
Liabilities: $0
Net assets: $20,537
Revenue: -
Expenses: $43,805
Net income: -

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2012Detailed filing. Detailed filing data is available for this year.	$13.5	$0.00	$13.5		$7.28
2011Detailed filing. Detailed filing data is available for this year.	$20.5	$0.00	$20.5		$43.8
2010Detailed filing. Detailed filing data is available for this year.	$53.6	$0.00	$53.6		$46.2