Civic Intelligence

David E and Morgan S Kaufman Foundation

EIN 23-6289882 • Naples, FL

107 Fame Vine DrNaples, FL 34110
Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

93rd percentile

68%

Higher net margin than 93% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

45th percentile

-4.4%

Faster asset growth than 45% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2024

Revenue Growth

33rd percentile

-17%

Faster revenue growth than 33% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$26,576

Up $936 (+3.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$26,576

Up $936 (+3.7%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin93rd percentile

Revenue

Up

$1,372

Up $198 (+17%) from 2023

Expenses

Down

$436

Down $4,163 (-91%) from 2023

Net Income

Up

$936

Up $4,361 (+127%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth45th percentile

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

$40K$30K$20K$10K$0Assets 2020: $34,029Liabilities 2020: $0Net Assets 2020: $34,0292020Assets 2021: $36,978Liabilities 2021: $0Net Assets 2021: $36,9782021Assets 2022: $29,065Liabilities 2022: $0Net Assets 2022: $29,6052022Assets 2023: $25,640Liabilities 2023: $0Net Assets 2023: $25,6402023Assets 2024: $26,576Liabilities 2024: $0Net Assets 2024: $26,5762024

Highlighted filing

2024

Assets$26,576
Liabilities$0
Net Assets$26,576
Open 2024 Filing

Operations Trend

Revenue Growth33rd percentile

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

$5.0K$0-$5.0KRevenue 2020: $1,818Expenses 2020: $2,671Net Income 2020: -$8532020Revenue 2021: $2,641Expenses 2021: $3,835Net Income 2021: -$1,1942021Revenue 2022: $2,005Expenses 2022: $4,822Net Income 2022: -$2,8172022Revenue 2023: $1,174Expenses 2023: $4,599Net Income 2023: -$3,4252023Revenue 2024: $1,372Expenses 2024: $436Net Income 2024: $9362024

Highlighted filing

2024

Revenue$1,372
Expenses$436
Net Income$936
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$26,576
Liabilities
$0
Net assets
$26,576
Revenue
$1,372
Expenses
$436
Net income
$936
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$26.6$0.00$26.6$1.37$0.44$0.94
2023Detailed filing. Detailed filing data is available for this year.$25.6$0.00$25.6$1.17$4.60$3.43
2022Detailed filing. Detailed filing data is available for this year.$29.1$0.00$29.6$2.01$4.82$2.82
2021Detailed filing. Detailed filing data is available for this year.$37.0$0.00$37.0$2.64$3.84$1.19
2020Detailed filing. Detailed filing data is available for this year.$34.0$0.00$34.0$1.82$2.67$0.85
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 30, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jack McKennaTrustee-$0--
Diana McKennaTrustee-$0--
Filing and Contact Details

Filer

Filer Name
David E and Morgan S Kaufman Foundation
EIN
23-6289882
In Care Of
% Jack McKenna
Phone
2395971596
Address
107 Fame Vine Dr, Naples, FL 34110

Signing Officer

Name
Jack McKenna
Title
Treasurer
Phone
2395971596
Signed
2025-07-30
Discuss with paid preparer
Yes

Preparer

Firm
Rick Barcomb LLC
Address
3480 Depew Ave, Port Charlotte, FL 33952
Preparer
Rick Barcomb
Phone
9412358776
Raw XML Appendix185 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
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt024762
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt024762
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0Janney Acct
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/UnrelatedBusinessTaxblIncmAmt0888
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/UnrelatedBusinessTaxblIncmAmt0484
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt01372
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01372
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt01372
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01372
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0936
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01372
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt016
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0420
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0436
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01372
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01372
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0436
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0936
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt026576
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt025640
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt026576
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt019
IRS990PF/DistributableAmountGrp/TotalTaxAmt019
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt019
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RulingLetterDt01955-05-17
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt019
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt019
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt019
IRS990PF/FMVAssetsEOYAmt024762
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0999
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt01814
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt024641
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt024762
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt024762
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt025640
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt026576
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt025640
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt026576
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt024762
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt025640
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt026576
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt025640
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt026576
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Jack McKenna
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Diana McKenna
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0107 Flame Vine Dr
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1107 Flame Vine Dr
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Naples
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Naples
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd034110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd134110
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt00
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/TotalAmt012896
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year1Amt04239
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year2Amt04822
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year3Amt03835
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/TotalAmt012896
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year1Amt04239
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year2Amt04822
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year3Amt03835
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
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/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0Jack McKenna
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0107 Flame Vine Dr
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Naples
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd034110
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/PhoneNum02395971596
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0St Mattews
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0The Naples Players
IRS990PF/SummaryOfDirectChrtblActyGrp/Description3Txt0Rotary Club of Bonita Springs
IRS990PF/SummaryOfDirectChrtblActyGrp/Description4Txt0Goodwill
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt0415
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt0400
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses3Amt0400
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses4Amt0300
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0None
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0None
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/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt04239
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt04822
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt02318
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt011379
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt04239
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt04822
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02318
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt011379
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt011379
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Tax
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt08
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt18
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0420
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Accountant
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jack McKenna
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum02395971596
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0David E and Morgan S Kaufman Foundation
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0236289882
ReturnHeader/Filer/InCareOfNm0% Jack McKenna
ReturnHeader/Filer/PhoneNum02395971596
ReturnHeader/Filer/USAddress/AddressLine1Txt0107 Fame Vine Dr
ReturnHeader/Filer/USAddress/CityNm0Naples
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034110
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461645326
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Rick Barcomb LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03480 Depew Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Port Charlotte
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033952
ReturnHeader/PreparerPersonGrp/PhoneNum09412358776
ReturnHeader/PreparerPersonGrp/PreparationDt02025-07-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Rick Barcomb
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-07-30T09:09:37-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.