Civic Intelligence

Kelly Foundation Inc.

990PF • Fiscal year 2017 • EIN 26-1485027

Jan 01, 2017 to Dec 31, 2017 • Filed on Jul 24, 2018

Organization Profile
3332 Granville DriveRaleigh, NC 27609

(919) 781-7783

Siviq Scores

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

Liabilities / Assets

86th percentile

0.00x

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

2017 filings • NTEE T22 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

86th percentile

0.00x

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

2017 filings • NTEE T22 • $500k-$1M nonprofits • Source year 2017

Net Margin

17th percentile

-113%

Higher net margin than 17% of similar nonprofits.

2017 filings • NTEE T22 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

87th percentile

$0

Higher top officer pay than 87% of similar nonprofits.

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

2017 filings • NTEE T22 • $500k-$1M nonprofits • Source year 2017

Asset Growth

13th percentile

-9.5%

Faster asset growth than 13% of similar nonprofits.

2017 filings • NTEE T22 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

17th percentile

-39%

Faster revenue growth than 17% of similar nonprofits.

2017 filings • NTEE T22 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets86th percentile

Assets

Down

$998,227

Down $105,157 (-9.5%) from 2016

Net Assets

Down

$998,227

Down $105,157 (-9.5%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin17th percentile

Revenue

Down

$93,090

Down $59,961 (-39%) from 2016

Expenses

Up

$198,247

Up $91,837 (+86%) from 2016

Net Income

Down

-$105,157

Down $151,798 (-325%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth13th percentile

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

$1.5M$1.0M$500K$0Assets 2013: $1,025,007Liabilities 2013: $0Net Assets 2013: $1,025,0072013Assets 2014: $1,111,602Liabilities 2014: $0Net Assets 2014: $1,111,6022014Assets 2015: $1,125,071Liabilities 2015: $0Net Assets 2015: $1,125,0712015Assets 2016: $1,103,384Liabilities 2016: $0Net Assets 2016: $1,103,3842016Assets 2017: $998,227Liabilities 2017: $0Net Assets 2017: $998,2272017Assets 2018: $845,225Liabilities 2018: $0Net Assets 2018: $845,2252018Assets 2019: $733,255Liabilities 2019: $0Net Assets 2019: $733,2552019Assets 2020: $645,758Liabilities 2020: $0Net Assets 2020: $645,7582020Assets 2021: $494,937Liabilities 2021: $0Net Assets 2021: $494,9372021Assets 2022: $488,448Liabilities 2022: $0Net Assets 2022: $488,4482022Assets 2023: $465,213Liabilities 2023: $0Net Assets 2023: $465,2132023Assets 2024: $544,635Liabilities 2024: $0Net Assets 2024: $544,6352024

Highlighted filing

2017

Assets$998,227
Liabilities$0
Net Assets$998,227
Open 2017 Filing

Operations Trend

Revenue Growth17th percentile

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

$400K$200K$0-$200KRevenue 2013: $65,845Expenses 2013: $18,988Net Income 2013: $46,8572013Revenue 2014: $136,480Expenses 2014: $49,885Net Income 2014: $86,5952014Revenue 2015: $164,299Expenses 2015: $98,315Net Income 2015: $65,9842015Revenue 2016: $153,051Expenses 2016: $106,410Net Income 2016: $46,6412016Revenue 2017: $93,090Expenses 2017: $198,247Net Income 2017: -$105,1572017Revenue 2018: $51,921Expenses 2018: $204,923Net Income 2018: -$153,0022018Revenue 2019: $224,494Expenses 2019: $249,969Net Income 2019: -$25,4752019Revenue 2020: $395,484Expenses 2020: $394,154Net Income 2020: $1,3302020Revenue 2021: $29,350Expenses 2021: $180,171Net Income 2021: -$150,8212021Revenue 2022: $65,356Expenses 2022: $71,845Net Income 2022: -$6,4892022Revenue 2023: $54,331Expenses 2023: $77,566Net Income 2023: -$23,2352023Revenue 2024: $112,143Expenses 2024: $32,721Net Income 2024: $79,4222024

Highlighted filing

2017

Revenue$93,090
Expenses$198,247
Net Income-$105,157
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jul 24, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
J FREDRICK KELLY JRDirector-$0--
Filing and Contact Details

Filer

Filer Name
Kelly Foundation Inc
EIN
26-1485027
In Care Of
% J FREDRICK KELLY JR
Phone
9197817783
Address
3332 Granville Drive, Raleigh, NC 27609

Signing Officer

Name
J Fredrick Kelly Jr
Title
Foundation Manager
Phone
9197817783
Signed
2018-07-24
Discuss with paid preparer
Yes

Preparer

Firm
Batchelor Tillery & Roberts Llp
Address
3605 GLENWOOD AVENUE SUITE 350, RALEIGH, NC 27612
Preparer
Jared L Piland
Phone
9197878212
Raw XML Appendix337 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/PersonNm0J FREDRICK KELLY JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt03332 Granville Drive
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3William Peace University
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7STEPUP MINISTRY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO Box 51152
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1Campus Box 7901
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21704 Oberlin Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt315 peace Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO Box 400807
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5PO BOX 28575
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6971 HARP STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt71701 OBERLIN ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Durham
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Raleigh
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Raleigh
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Raleigh
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Charlottesville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5RALEIGH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6RALEIGH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7RALEIGH
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd027717
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd127695
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd227608
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd327604
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd422904
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd527611
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd627604
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd727608
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0189000
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/AppliedToCurrentYearAmt061093
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt061093
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt06801
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0134708
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0127907
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt06801
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02013
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0189000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0127907
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0134708
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt06801
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt08901
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt08901
TaxesSchedule/TaxesDetail/Amt0346
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0346
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0J FREDRICK KELLY JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Foundation Manager
ReturnHeader/BusinessOfficerGrp/PhoneNum09197817783
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-07-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KELLY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0KELL
ReturnHeader/Filer/EIN0261485027
ReturnHeader/Filer/InCareOfNm0% J FREDRICK KELLY JR
ReturnHeader/Filer/PhoneNum09197817783
ReturnHeader/Filer/USAddress/AddressLine1Txt03332 Granville Drive
ReturnHeader/Filer/USAddress/CityNm0Raleigh
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027609
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0E18E80AE4A2D093F64C0EAF98E424D037FB8F74D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E0B858E6C74D96FC43A007BF96104F92ABFF0BF0
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId069791020182055000009
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-07-24
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0204.16.136.178
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BATCHELOR TILLERY & ROBERTS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03605 GLENWOOD AVENUE SUITE 350
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RALEIGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027612
ReturnHeader/PreparerPersonGrp/PhoneNum09197878212
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jared L Piland
ReturnHeader/ReturnTs02018-07-24T14:53:52-05:00
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
$998,227
Liabilities
$0
Net assets
$998,227
Revenue
$93,090
Expenses
$198,247
Net income
-$105,157
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$0.11$0.03$0.08
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.47$0.00$0.47$0.05$0.08$0.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.49$0.00$0.49$0.07$0.07$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$0.03$0.18$0.15
2020Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$0.40$0.39$0.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.73$0.00$0.73$0.22$0.25$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.85$0.00$0.85$0.05$0.20$0.15
2017Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.09$0.20$0.11
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.10$0.00$1.10$0.15$0.11$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.16$0.10$0.07
2014Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.14$0.05$0.09
2013Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.07$0.02$0.05