Civic Intelligence

C F Kellogg Est M M Kellogg Unitrust

990 • Fiscal year 2022 • EIN 13-6788755

Jan 01, 2022 to Dec 31, 2022 • Filed on Apr 18, 2023

Organization ProfileN/A
PO Box 1297 Church St StationNew York, NY 10008

(212) 454-1586

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2022 filings • NTEE B • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

18th percentile

0.00x

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

2022 filings • NTEE B • $1M-$5M nonprofits • Source year 2022

Net Margin

89th percentile

45%

Higher net margin than 89% of similar nonprofits.

2022 filings • NTEE B • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

41st percentile

$21,695

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 29.1% of source-year revenue.

2022 filings • NTEE B • $1M-$5M nonprofits • Source year 2022

Asset Growth

52nd percentile

2.3%

Faster asset growth than 52% of similar nonprofits.

2022 filings • NTEE B • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

7th percentile

-57%

Faster revenue growth than 7% of similar nonprofits.

2022 filings • NTEE B • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$1,327,971

Up $30,033 (+2.3%) from 2021

Net Assets

Up

$1,327,971

Up $30,033 (+2.3%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin89th percentile

Revenue

Down

$74,459

Down $97,262 (-57%) from 2021

Expenses

Down

$41,316

Down $3,122 (-7.0%) from 2021

Net Income

Down

$33,143

Down $94,140 (-74%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$1.5M$1.0M$500K$0Assets 2014: $992,600Liabilities 2014: $0Net Assets 2014: $992,6002014Assets 2015: $1,023,623Liabilities 2015: $0Net Assets 2015: $1,023,6232015Assets 2016: $1,020,935Liabilities 2016: $0Net Assets 2016: $1,020,9352016Assets 2017: $1,040,711Liabilities 2017: $0Net Assets 2017: $1,040,7112017Assets 2018: $1,131,882Liabilities 2018: $0Net Assets 2018: $1,131,8822018Assets 2019: $1,154,809Liabilities 2019: $0Net Assets 2019: $1,154,8092019Assets 2020: $1,175,576Liabilities 2020: $0Net Assets 2020: $1,175,5762020Assets 2021: $1,297,938Liabilities 2021: $0Net Assets 2021: $1,297,9382021Assets 2022: $1,327,971Liabilities 2022: $0Net Assets 2022: $1,327,9712022Assets 2023: $1,388,646Liabilities 2023: $0Net Assets 2023: $1,388,6462023Assets 2024: $1,476,044Liabilities 2024: $0Net Assets 2024: $1,476,0442024

Highlighted filing

2022

Assets$1,327,971
Liabilities$0
Net Assets$1,327,971
Open 2022 Filing

Operations Trend

Revenue Growth7th percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2014: $98,500Expenses 2014: $29,673Net Income 2014: $68,8272014Revenue 2015: $61,443Expenses 2015: $30,961Net Income 2015: $30,4822015Revenue 2016: $25,203Expenses 2016: $32,238Net Income 2016: -$7,0352016Revenue 2017: $51,923Expenses 2017: $30,737Net Income 2017: $21,1862017Revenue 2018: $109,478Expenses 2018: $36,715Net Income 2018: $72,7632018Revenue 2019: $76,038Expenses 2019: $37,991Net Income 2019: $38,0472019Revenue 2020: $57,756Expenses 2020: $37,709Net Income 2020: $20,0472020Revenue 2021: $171,721Expenses 2021: $44,438Net Income 2021: $127,2832021Revenue 2022: $74,459Expenses 2022: $41,316Net Income 2022: $33,1432022Revenue 2023: $98,809Expenses 2023: $44,814Net Income 2023: $53,9952023Revenue 2024: $123,733Expenses 2024: $41,153Net Income 2024: $82,5802024

Highlighted filing

2022

Revenue$74,459
Expenses$41,316
Net Income$33,143
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Apr 18, 2023
Return Version
2022v5.0
Gross Receipts
$287,319
Mission and Program Overview

Mission

Provides funds to charities (bard college & assn of episcopal colleges) as directed in the trust instrument

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Program Related$1,284,943$1,295,479▲ $10,536
Cap Stk Tr Prin Current Funds$1,297,938$1,295,479▼ $2,459
Cash and Non-Interest-Bearing Accounts$12,995$32,492▲ $19,497
Rtn Earn Endowment Incm Other Fnds-$32,492-
Total Assets$1,297,938$1,327,971▲ $30,033
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,297,938$1,327,971▲ $30,033
Total Liabilities and Net Assets / Fund Balance$1,297,938$1,327,971▲ $30,033
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseTotal
-TrusteePT$21,695$21,695
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$69,450
Other Revenue
$5,009
Change in Net Assets
$33,143
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$21,965
Grants and Similar Amounts Paid$18,926
Other Expenses$425
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$13,179$8,786-$21,965
Grants to Domestic Orgs$18,926--$18,926
Other Expenses-$-314-$-314
Total Functional Expenses$32,105$9,211$0$41,316
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

“This organization has a sole institutional trustee and does not have a governing body”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“This organization has a sole institutional trustee and does not have a governing body”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“The trustee receives and reviews the form 990.”

Form 990, Page 6, Part VI, Line 19

“No documents are made available to the public”

Filing and Contact Details

Filer

Filer Name
C F Kellogg Est M M Kellogg Unitrust
EIN
13-6788755
Phone
2124541586
Address
PO BOX 1297 CHURCH ST STATION, NEW YORK, NY 10008

Signing Officer

Name
Deutsche Bank National Tr Co
Title
Trustee
Phone
2124541586
Signed
2023-04-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Deutsche Bank Trust
Formed
1980
Legal Domicile
Pa
Voting Board Members
0
Independent Board Members
0
Employees
0

Preparer

Firm
Pricewaterhousecoopers Llp
Address
301 GRANT STREET 45TH FL, PITTSBURGH, PA 15219
Preparer
Lawrence Mcguire
Phone
4123556000
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“Adjustments include ctf expenses, py ctf book difference, and cost basis adjustments.”

Raw XML Appendix293 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.

Path#Value
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IRS990/OrgDoesNotFollowFASB117Ind0X
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IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
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IRS990/PrincipalOfficerNm0DEUTSCHE BANK TRUST
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THIS ORGANIZATION HAS A SOLE INSTITUTIONAL TRUSTEE AND DOES NOT HAVE A GOVERNING BODY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THIS ORGANIZATION HAS A SOLE INSTITUTIONAL TRUSTEE AND DOES NOT HAVE A GOVERNING BODY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TRUSTEE RECEIVES AND REVIEWS THE FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ADJUSTMENTS INCLUDE CTF EXPENSES, PY CTF BOOK DIFFERENCE, AND COST BASIS ADJUSTMENTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4EXPLANATION FOR FORM 990, PART XI, LINE 9
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,327,971
Liabilities
$0
Net assets
$1,327,971
Revenue
$74,459
Expenses
$41,316
Net income
$33,143
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.48$0.00$1.48$0.12$0.04$0.08
2023Summary only. Only limited summary data is available for this year.$1.39$0.00$1.39$0.10$0.04$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.07$0.04$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.30$0.00$1.30$0.17$0.04$0.13
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.18$0.00$1.18$0.06$0.04$0.02
2019Summary only. Only limited summary data is available for this year.$1.15$0.00$1.15$0.08$0.04$0.04
2018Summary only. Only limited summary data is available for this year.$1.13$0.00$1.13$0.11$0.04$0.07
2017Summary only. Only limited summary data is available for this year.$1.04$0.00$1.04$0.05$0.03$0.02
2016Summary only. Only limited summary data is available for this year.$1.02$0.00$1.02$0.03$0.03$0.01
2015Summary only. Only limited summary data is available for this year.$1.02$0.00$1.02$0.06$0.03$0.03
2014Summary only. Only limited summary data is available for this year.$0.99$0.00$0.99$0.10$0.03$0.07
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • 501(c)3 • $1M-$5M nonprofits