Civic Intelligence

Robert E & Margot W Keith Fam Fdn Carper & Holmes LLP

990PF • Fiscal year 2018 • EIN 25-6723250

Nov 01, 2017 to Oct 31, 2018 • Filed on Feb 13, 2019

Organization Profile
919 Conestoga Road Building 2Rosemont, PA 19010

(610) 526-9514

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

2nd percentile

-1566%

Higher net margin than 2% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

2nd percentile

-97%

Faster asset growth than 2% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

95th percentile

165%

Faster revenue growth than 95% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$6,233

Down $242,467 (-97%) from 2017

Net Assets

Down

$6,233

Down $242,467 (-97%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin2nd percentile

Revenue

Up

$17,734

Up $11,049 (+165%) from 2017

Expenses

Up

$295,470

Up $295,470 from 2017

Net Income

Down

-$277,736

Down $284,421 (-4255%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth2nd percentile

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

$300K$200K$100K$0Assets 2011: $240,369Liabilities 2011: $0Net Assets 2011: $240,3692011Assets 2012: $248,642Liabilities 2012: $0Net Assets 2012: $248,6422012Assets 2013: $274,052Liabilities 2013: $0Net Assets 2013: $274,0522013Assets 2014: $293,931Liabilities 2014: $0Net Assets 2014: $293,9312014Assets 2015: $231,989Liabilities 2015: $0Net Assets 2015: $231,9892015Assets 2016: $242,015Liabilities 2016: $0Net Assets 2016: $242,0152016Assets 2017: $248,700Liabilities 2017: $0Net Assets 2017: $248,7002017Assets 2018: $6,233Liabilities 2018: $0Net Assets 2018: $6,2332018Assets 2019: $6,354Liabilities 2019: $0Net Assets 2019: $6,3542019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2018

Assets$6,233
Liabilities$0
Net Assets$6,233
Open 2018 Filing

Operations Trend

Revenue Growth95th percentile

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

$400K$200K$0-$200K-$400KExpenses 2011: $4532011Expenses 2012: $122012Expenses 2013: $02013Revenue 2014: $19,879Expenses 2014: $0Net Income 2014: $19,8792014Revenue 2015: $38,058Expenses 2015: $100,000Net Income 2015: -$61,9422015Revenue 2016: $10,026Expenses 2016: $0Net Income 2016: $10,0262016Revenue 2017: $6,685Expenses 2017: $0Net Income 2017: $6,6852017Revenue 2018: $17,734Expenses 2018: $295,470Net Income 2018: -$277,7362018Revenue 2019: $121Expenses 2019: $0Net Income 2019: $1212019Revenue 2020: $0Expenses 2020: $6,354Net Income 2020: -$6,3542020

Highlighted filing

2018

Revenue$17,734
Expenses$295,470
Net Income-$277,736
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2017 to Oct 31, 2018
Signed
Feb 13, 2019
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert E Keith JrTrustee-$0--
Margot KeithTrustee-$0--
Robert Keith IIITrustee-$0--
Leslie KeithTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Robert E & Margot W Keith Fam Fdn
EIN
25-6723250
Phone
6105269514
Address
919 Conestoga Road Building 2, Rosemont, PA 19010

Signing Officer

Name
Robert E Keith Jr
Title
President
Signed
2019-02-13
Discuss with paid preparer
Yes

Preparer

Firm
Carper & Holmes LLP
Address
919 Conestoga Rd Bldg 2 Suite 205, Rosemont, PA 19010
Preparer
Barbara H Carper
Phone
6105269514
Raw XML Appendix245 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Robert E Keith Jr
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Margot Keith
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Robert Keith III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Leslie Keith
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0C/O Carper Holmes LLP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1C/O Carper Holmes LLP
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Robert E Keith Jr
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0To continue the Keith Foundation's charitable mission
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Fidelity Charitable
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0200 Seaport Blvd
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IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LiquidationExplanationStmt/ExplanationTxt0The Foundation distributed all its assets, excluding $6,161 in cash, to the Fidelity Investments Charitable Gift Fund on November 22, 2017. The assets were marketable securities, with a fair market value of $295,470. See to Form 8283 and attachments.The remaining cash balance will be distributed to the Fidelity Investments Charitable Gift Fund once tax clearance certificates have been received, and final minor administrative expenses paid. It is anticipated that the Foundation will terminate before its fiscal year end November 2019.
TaxesSchedule/TaxesDetail/Amt0135
TaxesSchedule/TaxesDetail/CategoryTxt0Excise Tax Based on Investment Income
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0135
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Robert E Keith Jr
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-02-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROBERT E & MARGOT W KEITH FAM FDN
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Carper & Holmes LLP
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0256723250
ReturnHeader/Filer/PhoneNum06105269514
ReturnHeader/Filer/USAddress/AddressLine1Txt0919 Conestoga Road Building 2
ReturnHeader/Filer/USAddress/CityNm0Rosemont
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019010
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0232517211
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Carper & Holmes LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0919 Conestoga Rd Bldg 2 Suite 205
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Rosemont
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019010
ReturnHeader/PreparerPersonGrp/PhoneNum06105269514
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Barbara H Carper
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-02-13T08:05:20-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-11-01
ReturnHeader/TaxPeriodEndDt02018-10-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,233
Liabilities
$0
Net assets
$6,233
Revenue
$17,734
Expenses
$295,470
Net income
-$277,736
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.06$0.06
2019Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$0.00$0.00$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$0.18$2.95$2.78
2017Detailed filing. Detailed filing data is available for this year.$2.49$0.00$2.49$0.07$0.00$0.07
2016Detailed filing. Detailed filing data is available for this year.$2.42$0.00$2.42$0.10$0.00$0.10
2015Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$0.38$1.00$0.62
2014Detailed filing. Detailed filing data is available for this year.$2.94$0.00$2.94$0.20$0.00$0.20
2013Detailed filing. Detailed filing data is available for this year.$2.74$0.00$2.74$0.00
2012Detailed filing. Detailed filing data is available for this year.$2.49$0.00$2.49$0.00
2011Detailed filing. Detailed filing data is available for this year.$2.40$0.00$2.40$0.00