Civic Intelligence

The Mj Kelley Foundation

990PF • Fiscal year 2017 • EIN 16-1576418

Jan 01, 2017 to Dec 31, 2017 • Filed on May 15, 2018

Organization Profile
14350 Bristol Bay PlaceFort Myers, FL 33912

(716) 827-0905

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Net Margin

8th percentile

-53%

Higher net margin than 8% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

55th percentile

$1,239

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 4.7% of source-year revenue.

2017 filings • $500k-$1M nonprofits • Source year 2017

Asset Growth

30th percentile

-2.5%

Faster asset growth than 30% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

71st percentile

21%

Faster revenue growth than 71% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$544,394

Down $14,000 (-2.5%) from 2016

Net Assets

Down

$544,394

Down $14,000 (-2.5%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin8th percentile

Revenue

Up

$26,291

Up $4,520 (+21%) from 2016

Expenses

Down

$40,291

Down $6,505 (-14%) from 2016

Net Income

Up

-$14,000

Up $11,025 (+44%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$600K$400K$200K$0Assets 2010: $2,399Liabilities 2010: $0Net Assets 2010: $2,3992010Assets 2011: $567,813Liabilities 2011: $0Net Assets 2011: $567,8132011Assets 2012: $566,667Liabilities 2012: $0Net Assets 2012: $566,6672012Assets 2013: $584,667Liabilities 2013: $0Net Assets 2013: $584,6672013Assets 2014: $590,926Liabilities 2014: $0Net Assets 2014: $590,9262014Assets 2015: $583,419Liabilities 2015: $12015Assets 2016: $558,394Liabilities 2016: $0Net Assets 2016: $558,3942016Assets 2017: $544,394Liabilities 2017: $0Net Assets 2017: $544,3942017Assets 2018: $558,067Liabilities 2018: $0Net Assets 2018: $558,0672018Assets 2019: $547,632Liabilities 2019: $0Net Assets 2019: $547,6322019Assets 2020: $527,386Liabilities 2020: $0Net Assets 2020: $527,3862020Assets 2021: $527,577Liabilities 2021: $0Net Assets 2021: $527,5772021

Highlighted filing

2017

Assets$544,394
Liabilities$0
Net Assets$544,394
Open 2017 Filing

Operations Trend

Revenue Growth71st percentile

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

$60K$40K$20K$0-$20K-$40KExpenses 2010: $1452010Expenses 2011: $3,4602011Expenses 2012: $16,2972012Revenue 2013: $46,558Expenses 2013: $28,558Net Income 2013: $18,0002013Revenue 2014: $41,049Expenses 2014: $34,790Net Income 2014: $6,2592014Revenue 2015: $29,651Expenses 2015: $37,158Net Income 2015: -$7,5072015Revenue 2016: $21,771Expenses 2016: $46,796Net Income 2016: -$25,0252016Revenue 2017: $26,291Expenses 2017: $40,291Net Income 2017: -$14,0002017Revenue 2018: $52,095Expenses 2018: $37,267Net Income 2018: $14,8282018Revenue 2019: $19,726Expenses 2019: $30,161Net Income 2019: -$10,4352019Revenue 2020: $19,574Expenses 2020: $39,820Net Income 2020: -$20,2462020Revenue 2021: $30,747Expenses 2021: $30,556Net Income 2021: $1912021

Highlighted filing

2017

Revenue$26,291
Expenses$40,291
Net Income-$14,000
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 15, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHLEEN KELLEYTrustee-$1,239-$1,239
CANDACE KELLEYTrustee-$1,239-$1,239
Filing and Contact Details

Filer

Filer Name
The MJ Kelley Foundation
EIN
16-1576418
Phone
7168270905
Address
14350 Bristol Bay Place, Fort Myers, FL 33912

Signing Officer

Name
Candace Kelley
Title
Trustee
Phone
7168270905
Signed
2018-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Jones Accounting & Tax
Address
8292 Vernon Cir, Williamsville, NY 14221
Preparer
Jeffrey P Travers
Phone
7165534891
Raw XML Appendix322 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/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd033912
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum07168679177
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt032500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0See
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0Attached
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0File
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd000000
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NA
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt032500
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/AppliedToCurrentYearAmt027863
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt027863
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01177
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt012836
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt011659
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01177
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt039522
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt011659
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt012836
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01177
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01155
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt11155
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt21155
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0NYS Withholding Tax Receivable
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1NYS Withholding Tax Receivable
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2NYS Withholding Tax Receivable
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01155
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt11155
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt21155
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt01155
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt11155
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt21155
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Broker Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1NYS Filing fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt04692
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1100
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0521
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt05213
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1100
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CANDACE KELLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07168270905
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The MJ Kelley Foundation
ReturnHeader/Filer/BusinessNameControlTxt0MJKE
ReturnHeader/Filer/EIN0161576418
ReturnHeader/Filer/PhoneNum07168270905
ReturnHeader/Filer/USAddress/AddressLine1Txt014350 Bristol Bay Place
ReturnHeader/Filer/USAddress/CityNm0Fort Myers
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033912
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0905CE4EB2D88D432F8B8422952DD209157ADFBFF
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0905CE4EB2D88D432F8B8422952DD209157ADFBFF
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0108.170.22.36
ReturnHeader/FilingSecurityInformation/IPDt02018-11-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm014:28:22
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Jones Accounting & Tax
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08292 Vernon Cir
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Williamsville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd014221
ReturnHeader/PreparerPersonGrp/PhoneNum07165534891
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY P TRAVERS
ReturnHeader/ReturnTs02018-11-15T14:28:29-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$544,394
Liabilities
$0
Net assets
$544,394
Revenue
$26,291
Expenses
$40,291
Net income
-$14,000
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.28$0.00$5.28$0.31$0.31$0.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.27$0.00$5.27$0.20$0.40$0.20
2019Detailed filing. Detailed filing data is available for this year.$5.48$0.00$5.48$0.20$0.30$0.10
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.58$0.00$5.58$0.52$0.37$0.15
2017Detailed filing. Detailed filing data is available for this year.$5.44$0.00$5.44$0.26$0.40$0.14
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.58$0.00$5.58$0.22$0.47$0.25
2015Summary only. Only limited summary data is available for this year.$5.83$0.00$0.30$0.37$0.08
2014Detailed filing. Detailed filing data is available for this year.$5.91$0.00$5.91$0.41$0.35$0.06
2013Detailed filing. Detailed filing data is available for this year.$5.85$0.00$5.85$0.47$0.29$0.18
2012Detailed filing. Detailed filing data is available for this year.$5.67$0.00$5.67$0.16
2011Detailed filing. Detailed filing data is available for this year.$5.68$0.00$5.68$0.03
2010Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.00
Peer Organizations

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