Civic Intelligence

The Kellner Foundation

EIN 13-7084979 • Springfield, NJ

211 Mountain AvenueSpringfield, NJ 07081
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

15th percentile

-28%

Higher net margin than 15% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

33rd percentile

-1.7%

Faster asset growth than 33% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

72nd percentile

28%

Faster revenue growth than 72% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$2,741,328

Down $46,780 (-1.7%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

$2,741,328

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue30th percentileNet Margin15th percentile

Revenue

Up

$164,468

Up $35,554 (+28%) from 2023

Expenses

Down

$211,248

Down $32,696 (-13%) from 2023

Net Income

Up

-$46,780

Up $68,250 (+59%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth33rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,882,482Liabilities 2011: $1942011Assets 2012: $3,706,611Liabilities 2012: $02012Assets 2013: $2,631,842Liabilities 2013: $02013Assets 2014: $2,659,033Liabilities 2014: $02014Assets 2015: $1,965,433Liabilities 2015: $02015Assets 2016: $2,413,034Liabilities 2016: $0Net Assets 2016: $2,413,0342016Assets 2017: $2,343,118Liabilities 2017: $0Net Assets 2017: $2,343,1182017Assets 2018: $2,111,652Liabilities 2018: $0Net Assets 2018: $2,111,6522018Assets 2019: $2,105,143Liabilities 2019: $0Net Assets 2019: $2,105,1432019Assets 2020: $2,621,589Liabilities 2020: $12020Assets 2021: $2,751,582Liabilities 2021: $12021Assets 2022: $2,903,138Liabilities 2022: $0Net Assets 2022: $2,903,1382022Assets 2023: $2,788,108Liabilities 2023: $12023Assets 2024: $2,741,328Liabilities 2024: $0Net Assets 2024: $2,741,3282024

Highlighted filing

2024

Assets$2,741,328
Liabilities$0
Net Assets$2,741,328
Open 2024 Filing

Operations Trend

Revenue Growth72nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500K-$1.0M-$1.5MRevenue 2011: $162,488Expenses 2011: $360,570Net Income 2011: -$198,0822011Revenue 2012: $89,481Expenses 2012: $265,158Net Income 2012: -$175,6772012Revenue 2013: -$418,488Expenses 2013: $656,281Net Income 2013: -$1,074,7692013Revenue 2014: $266,210Expenses 2014: $239,019Net Income 2014: $27,1912014Revenue 2015: -$448,249Expenses 2015: $245,351Net Income 2015: -$693,6002015Revenue 2016: $756,683Expenses 2016: $309,082Net Income 2016: $447,6012016Revenue 2017: $321,446Expenses 2017: $391,362Net Income 2017: -$69,9162017Revenue 2018: $212,707Expenses 2018: $444,173Net Income 2018: -$231,4662018Revenue 2019: $188,694Expenses 2019: $195,203Net Income 2019: -$6,5092019Revenue 2020: $329,618Expenses 2020: $48,243Net Income 2020: $281,3752020Revenue 2021: $322,639Expenses 2021: $192,646Net Income 2021: $129,9932021Revenue 2022: $216,427Expenses 2022: $64,871Net Income 2022: $151,5562022Revenue 2023: $128,914Expenses 2023: $243,944Net Income 2023: -$115,0302023Revenue 2024: $164,468Expenses 2024: $211,248Net Income 2024: -$46,7802024

Highlighted filing

2024

Revenue$164,468
Expenses$211,248
Net Income-$46,780
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,741,328
Liabilities
$0
Net assets
$2,741,328
Revenue
$164,468
Expenses
$211,248
Net income
-$46,780
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.74$0.00$2.74$0.16$0.21$0.05
2023Summary only. Only limited summary data is available for this year.$2.79$0.00$0.13$0.24$0.12
2022Detailed filing. Detailed filing data is available for this year.$2.90$0.00$2.90$0.22$0.06$0.15
2021Summary only. Only limited summary data is available for this year.$2.75$0.00$0.32$0.19$0.13
2020Summary only. Only limited summary data is available for this year.$2.62$0.00$0.33$0.05$0.28
2019Detailed filing. Detailed filing data is available for this year.$2.11$0.00$2.11$0.19$0.20$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.11$0.00$2.11$0.21$0.44$0.23
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.34$0.00$2.34$0.32$0.39$0.07
2016Detailed filing. Detailed filing data is available for this year.$2.41$0.00$2.41$0.76$0.31$0.45
2015Summary only. Only limited summary data is available for this year.$1.97$0.00$0.45$0.25$0.69
2014Summary only. Only limited summary data is available for this year.$2.66$0.00$0.27$0.24$0.03
2013Summary only. Only limited summary data is available for this year.$2.63$0.00$0.42$0.66$1.07
2012Summary only. Only limited summary data is available for this year.$3.71$0.00$0.09$0.27$0.18
2011Summary only. Only limited summary data is available for this year.$3.88$0.00$0.16$0.36$0.20
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 15, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GEORGE KELLNERTrustee - Time As Required-$0--
MARTHA KELLNERTrustee-$0--
CATHERINE KELLNERTrustee-$0--
PETER KELLNERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Kellner Foundation
EIN
13-7084979
In Care Of
% STEPHEN A KEPNISS
Phone
9739211250
Address
211 MOUNTAIN AVENUE, SPRINGFIELD, NJ 07081

Signing Officer

Name
George Kellner
Title
Trustee
Phone
9739211250
Signed
2025-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Stephen a Kepniss & Assoc Pc
Address
211 MOUNTAIN AVENUE, SPRINGFIELD, NJ 07081
Preparer
Stephen a Kepniss
Phone
9739211250
Raw XML Appendix339 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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IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0211 MOUNTAIN AVENUE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SPRINGFIELD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NJ
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd007081
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0STEPHEN A KEPNISS
IRS990PF/StatementsRegardingActyGrp/PhoneNum09739211250
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0true
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0WWW.KELLNER.HU
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0GEORGE KELLNER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0137000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BARD COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0SO-DP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 5000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ANNANDALEONHUDSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd012504
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0137000
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/AppliedToCurrentYearAmt0115000
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0115000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt020492
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt042492
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt022000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt020492
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02022
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0137000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt022000
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt042492
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt020492
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0GEORGE KELLNER
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0117 EAST 78TH STREET
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0NEW YORK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd010075
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt07500
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt09107
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt11827
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt240418
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt3425
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1THROUGH CPC LANDMARK SECONDARY
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2THROUGH KELLNER CATALYST FUND
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3OTHER EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt09107
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt11827
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt240418
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt3425
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt09107
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11827
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt240418
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3425
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0191
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt14412
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt20
OtherIncomeSchedule2/OtherIncomeDetail/Desc0THROUGH CPC LANDMARK SECONDARY, L.P.
OtherIncomeSchedule2/OtherIncomeDetail/Desc1THROUGH KELLNER CATALYST FUND, L.P.
OtherIncomeSchedule2/OtherIncomeDetail/Desc2UBTI NET INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0191
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt14412
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt2-11906
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0191
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt14412
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt20
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0GEORGE KELLNER
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0117 EAST 78TH STREET
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0NEW YORK
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0NY
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd010075
TaxesSchedule/TaxesDetail/Amt00
TaxesSchedule/TaxesDetail/Amt112
TaxesSchedule/TaxesDetail/Amt238
TaxesSchedule/TaxesDetail/Amt320
TaxesSchedule/TaxesDetail/CategoryTxt0THROUGH JPMORGAN CHASE BANK
TaxesSchedule/TaxesDetail/CategoryTxt1THROUGH CPC LANDMARK SECONDARY
TaxesSchedule/TaxesDetail/CategoryTxt2THROUGH KELLNER CATALYST FUND
TaxesSchedule/TaxesDetail/CategoryTxt3THROUGH UBS FINANCIAL SERVICES
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GEORGE KELLNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09739211250
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE KELLNER FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0KELL
ReturnHeader/Filer/EIN0137084979
ReturnHeader/Filer/InCareOfNm0% STEPHEN A KEPNISS
ReturnHeader/Filer/PhoneNum09739211250
ReturnHeader/Filer/USAddress/AddressLine1Txt0211 MOUNTAIN AVENUE
ReturnHeader/Filer/USAddress/CityNm0SPRINGFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd007081
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STEPHEN A KEPNISS & ASSOC PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0211 MOUNTAIN AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SPRINGFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd007081
ReturnHeader/PreparerPersonGrp/PhoneNum09739211250
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN A KEPNISS
ReturnHeader/ReturnTs02025-11-10T15:04:38-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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