Civic Intelligence

Brian Kelly Family Foundation DBA Kelly Cares Foundation

990 • Fiscal year 2013 • EIN 26-3591070

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 17, 2014

Organization ProfileWWW.KELLYCARESFOUNDATION.ORG

View Organization Page

1251 North Eddy Street No 20046617

(574) 208-9166

Siviq Scores

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

Liabilities / Assets

86th percentile

0.75x

Higher debt load relative to assets than 86% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

76th percentile

0.50x

Higher debt load relative to revenue than 76% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Net Margin

79th percentile

22%

Higher net margin than 79% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

82nd percentile

$134,336

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 10.2% of source-year revenue.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Asset Growth

89th percentile

36%

Faster asset growth than 89% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets86th percentile

Assets

Up

$874,452

Up $230,440 (+36%) from 2012

Net Assets

Down

$217,829

Down $312,906 (-59%) from 2012

Liabilities

Up

$656,623

Up $543,346 (+480%) from 2012

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin79th percentile

Revenue

$1,315,194

No earlier filing loaded for comparison.

Expenses

Up

$1,026,731

Up $83,566 (+8.9%) from 2012

Net Income

$288,463

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth89th percentile

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

$1.5M$1.0M$500K$0-$500KAssets 2010: $83,612Liabilities 2010: $248,820Net Assets 2010: -$165,2082010Assets 2011: $345,393Liabilities 2011: $189,731Net Assets 2011: $155,6622011Assets 2012: $644,012Liabilities 2012: $113,277Net Assets 2012: $530,7352012Assets 2013: $874,452Liabilities 2013: $656,623Net Assets 2013: $217,8292013Assets 2014: $666,306Liabilities 2014: $701,339Net Assets 2014: -$35,0332014Assets 2015: $1,006,166Liabilities 2015: $576,226Net Assets 2015: $429,9402015Assets 2017: $564,033Liabilities 2017: $403,361Net Assets 2017: $160,6722017Assets 2018: $645,554Liabilities 2018: $560,714Net Assets 2018: $84,8402018Assets 2019: $633,765Liabilities 2019: $279,524Net Assets 2019: $354,2412019Assets 2020: $316,084Liabilities 2020: $171,211Net Assets 2020: $144,8732020Assets 2021: $373,259Liabilities 2021: $26,217Net Assets 2021: $347,0422021Assets 2022: $237,525Liabilities 2022: $528Net Assets 2022: $236,9972022Assets 2023: $281,059Liabilities 2023: $2,261Net Assets 2023: $278,7982023Assets 2024: $333,224Liabilities 2024: $0Net Assets 2024: $333,2242024

Highlighted filing

2013

Assets$874,452
Liabilities$656,623
Net Assets$217,829
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2010: $417,1112010Expenses 2011: $722,8892011Expenses 2012: $943,1652012Revenue 2013: $1,315,194Expenses 2013: $1,026,731Net Income 2013: $288,4632013Revenue 2014: $1,200,902Expenses 2014: $1,423,312Net Income 2014: -$222,4102014Revenue 2015: $1,617,838Expenses 2015: $1,151,769Net Income 2015: $466,0692015Revenue 2017: $1,150,673Expenses 2017: $1,431,076Net Income 2017: -$280,4032017Revenue 2018: $1,299,850Expenses 2018: $1,391,078Net Income 2018: -$91,2282018Revenue 2019: $1,166,283Expenses 2019: $904,515Net Income 2019: $261,7682019Revenue 2020: $183,637Expenses 2020: $404,647Net Income 2020: -$221,0102020Revenue 2021: $421,809Expenses 2021: $227,583Net Income 2021: $194,2262021Revenue 2022: $51,727Expenses 2022: $161,764Net Income 2022: -$110,0372022Revenue 2023: $245,680Expenses 2023: $203,877Net Income 2023: $41,8032023Revenue 2024: $260,576Expenses 2024: $206,677Net Income 2024: $53,8992024

Highlighted filing

2013

Revenue$1,315,194
Expenses$1,026,731
Net Income$288,463
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 17, 2014
Return Version
2013v3.0
Gross Receipts
$1,597,669
Mission and Program Overview

Mission

The kelly cares foundation strengthens communities and inspires hope by investing resources to improve health & education.

The mission of the brian kelly family foundation is to support organizations, initiatives and programs that align with our values of health, education, and community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$409,028$578,472▲ $169,444
Rtn Earn Endowment Incm Other Fnds$-70,962$217,829▲ $288,791
Investments in Publicly Traded Securities-$144,207-
Inventories for Sale or Use$43,080$80,360▲ $37,280
Land, Buildings, and Equipment, Net$60,359$62,734▲ $2,375
Savings and Temporary Cash Investments$144,581$8,679▼ $135,902
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$657,048$874,452▲ $217,404
Liabilities
Grants Payable$703,134$621,731▼ $81,403
Accounts Payable and Accrued Expenses$24,876$34,892▲ $10,016
Total Liabilities$728,010$656,623▼ $71,387
Net Assets / Fund Balance
Total Net Assets Fund Balance$-70,962$217,829▲ $288,791
Total Liabilities and Net Assets / Fund Balance$657,048$874,452▲ $217,404

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$62,734$17,692$80,426

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$144,547-▲ $8,339-$152,886
2012-$150,000▼ $5,453-$144,547
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lisa KlunderExecutive DirectorFT$125,400$8,936$134,336

Board Members and Trustees

NameTitle
Brian KellyPresident
Francisca KellyVice-president
Paul KellyExecutive Board Member
Revenue and Support

Revenue Composition

Contributions and Grants
$284,666
Program Service Revenue
$0
Investment Income
$7,976
Other Revenue
$1,022,552
All Other Contributions
$284,666
Change in Net Assets
$288,463

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,315,194
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$316,064
Total Revenue per Audited Statements
$1,631,258
Total Revenue per Form 990
$1,315,194
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$373,518
Salaries, Compensation, and Employee Benefits$337,673
Other Expenses$315,540
Total Fundraising Expense$271,710
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$373,518--$373,518
Other Salaries and Wages$30,174$7,988$112,708$150,870
Current Officers, Directors, Trustees, and Key Employees$26,867$7,113$100,356$134,336
Fees for Services Accounting-$90,098-$90,098
Occupancy-$75,498-$75,498
Office Expenses-$50,541$16,211$66,752
Travel$10,082$15,811-$25,893
Payroll Taxes$4,323$3,459$13,835$21,617
Other Employee Benefits-$19,409-$19,409
Advertising$1,818-$16,357$18,175
Depreciation Depletion-$13,225-$13,225
Pension Plan Contributions-$11,441-$11,441
Other Expenses-$8,090$7,504$7,504
Conferences and Meetings-$3,551$2,238$5,789
Insurance-$2,015-$2,015
Total Functional Expenses$446,782$308,239$271,710$1,026,731

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,342,467
Expenses per Audited Statements$1,026,731
Total Expenses per Form 990$1,026,731
Expenses Not Reported on Form 990$315,736
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
38-1684280-501(c)(3)Support$180,000
46-1331625-501(c)(3)Support$75,000
35-0868188-501(c)(3)Support$50,000
13-3727250-501(c)(3)Support$20,000
27-6886934-501(c)(3)Support$10,000
27-2652189-501(c)(3)Support$10,000
35-1180274-501(c)(3)Support$10,000
65-0965848-501(c)(3)Support$10,000
45-4195589-501(c)(3)Support$10,000
22-2682421-501(c)(3)Support$10,000
26-2193616-501(c)(3)Support$8,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$1,243,032
Fundraising Direct Expenses$270,036
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$542,834$542,834$215,767$327,067
Event 2$162,394$162,394$15,230$147,164
Total Events$1,243,032$1,243,032$270,036$972,996
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Brian and francisca kelly are husband and wife. Brian and paul kelly are brothers.”

Form 990, Part VI, Section B, Line 11

“The board reviews the 990 prior to filing.”

Form 990, Part VI, Section B, Line 12C

“The organization has an open door policy for disclosing conflicts of interest.”

Form 990, Part VI, Section B, Line 15

“Annual reviews on hire date and the board approves the executive director's compensation.”

Form 990, Part VI, Section C, Line 19

“Requests of documents are forwarded to the foundation's legal counsel and then provided in hard copy or electronic copy.”

Filing and Contact Details

Filer

EIN
26-3591070
Phone
5742089166

Signing Officer

Name
Lisa Klunder
Title
Executive Director
Phone
5742089166
Signed
2014-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lisa Klunder
Formed
2008
Legal Domicile
Oh
Voting Board Members
3
Independent Board Members
3
Employees
6
Volunteers
50

Preparer

Preparer
Michael Hunter
Phone
4198858338
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“The endowment fund is being used as an investment.”

PART X, LINE 2:

“Fasb asc 740, income taxes, provides guidance for accounting for uncertainty in income taxes and clarifies how tax benefits for uncertain tax positions are to be recognized, measured, and reported in financial statements and requires certain disclosures of uncertain tax matters. At december 31, 2013 and 2012, the foundation did not have any unrecognized tax benefits. The foundation believes it is no longer subject to examinations by taxing authorities on income tax returns filed for years before january 1, 2010. The foundation's policy is to classify interest and penalties recognized in connection with income tax matters as miscellaneous expense.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Fundraising expenses 270,036. Cost of goods sold 12,439.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Fundraising expenses 270,036. Cost of goods sold 12,439.”

Raw XML AppendixShowing 400 of 521 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt024876
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt034892
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE MISSION OF THE BRIAN KELLY FAMILY FOUNDATION IS TO SUPPORT ORGANIZATIONS, INITIATIVES AND PROGRAMS THAT ALIGN WITH OUR VALUES OF HEALTH, EDUCATION, AND COMMUNITY.
IRS990/AdvertisingGrp/FundraisingAmt016357
IRS990/AdvertisingGrp/ProgramServicesAmt01818
IRS990/AdvertisingGrp/TotalAmt018175
IRS990/AllOtherContributionsAmt0284666
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd00
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine10ROSIE BURRILL
IRS990/BooksInCareOfDetail/PhoneNum05742089166
IRS990/BooksInCareOfDetail/USAddress/AddressLine101251 NORTH EDDY STREET SUITE 200
IRS990/BooksInCareOfDetail/USAddress/City0SOUTH BEND
IRS990/BooksInCareOfDetail/USAddress/State0IN
IRS990/BooksInCareOfDetail/USAddress/ZIPCode046617
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0409028
IRS990/CashNonInterestBearingGrp/EOYAmt0578472
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt0100356
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt07113
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt026867
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0134336
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/FundraisingAmt02238
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt03551
IRS990/ConferencesMeetingsGrp/TotalAmt05789
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CostOfGoodsSoldAmt012439
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0284666
IRS990/CYGrantsAndSimilarPaidAmt0373518
IRS990/CYInvestmentIncomeAmt07976
IRS990/CYOtherExpensesAmt0315540
IRS990/CYOtherRevenueAmt01022552
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0288463
IRS990/CYSalariesCompEmpBnftPaidAmt0337673
IRS990/CYTotalExpensesAmt01026731
IRS990/CYTotalFundraisingExpenseAmt0271710
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01315194
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt013225
IRS990/DepreciationDepletionGrp/TotalAmt013225
IRS990/Desc0THE MISSION OF THE BRIAN KELLY FAMILY FOUNDATION IS TO SUPPORT ORGANIZATIONS, INITIATIVES AND PROGRAMS THAT ALIGN WITH OUR VALUES OF HEALTH, EDUCATION, AND COMMUNITY.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DoingBusinessAsName/BusinessNameLine10KELLY CARES FOUNDATION
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt06
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0446782
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt090098
IRS990/FeesForServicesAccountingGrp/TotalAmt090098
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt340.00
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd1X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt38936
IRS990/Form990PartVIISectionAGrp/PersonNm0BRIAN KELLY
IRS990/Form990PartVIISectionAGrp/PersonNm1FRANCISCA KELLY
IRS990/Form990PartVIISectionAGrp/PersonNm2PAUL KELLY
IRS990/Form990PartVIISectionAGrp/PersonNm3LISA KLUNDER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt3125400
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE-PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2EXECUTIVE BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02008
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingDirectExpensesAmt0270036
IRS990/FundraisingGrossIncomeAmt01243032
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantAmt0373518
IRS990/GrantsPayableGrp/BOYAmt0703134
IRS990/GrantsPayableGrp/EOYAmt0621731
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0373518
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0373518
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt01597669
IRS990/GrossSalesOfInventoryAmt050951
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt02015
IRS990/InsuranceGrp/TotalAmt02015
IRS990/InventoriesForSaleOrUseGrp/BOYAmt043080
IRS990/InventoriesForSaleOrUseGrp/EOYAmt080360
IRS990/InvestmentIncomeGrp/ExclusionAmt07976
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt07976
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0144207
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt017692
IRS990/LandBldgEquipBasisNetGrp/BOYAmt060359
IRS990/LandBldgEquipBasisNetGrp/EOYAmt062734
IRS990/LandBldgEquipCostOrOtherBssAmt080426
IRS990/LegalDomicileStateCd0OH
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE MISSION OF THE BRIAN KELLY FAMILY FOUNDATION IS TO SUPPORT ORGANIZATIONS, INITIATIVES AND PROGRAMS THAT ALIGN WITH OUR VALUES OF HEALTH, EDUCATION, AND COMMUNITY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0-70962
IRS990/NetAssetsOrFundBalancesEOYAmt0217829
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0972996
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0972996
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt038512
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt038512
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0328
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt075498
IRS990/OccupancyGrp/TotalAmt075498
IRS990/OfficeExpensesGrp/FundraisingAmt016211
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt050541
IRS990/OfficeExpensesGrp/TotalAmt066752
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt019409
IRS990/OtherEmployeeBenefitsGrp/TotalAmt019409
IRS990/OtherExpensesGrp/Desc0PRINTING
IRS990/OtherExpensesGrp/Desc1OTHER MISCELLANEOUS FUN
IRS990/OtherExpensesGrp/FundraisingAmt02501
IRS990/OtherExpensesGrp/FundraisingAmt17504
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt08090
IRS990/OtherExpensesGrp/TotalAmt010591
IRS990/OtherExpensesGrp/TotalAmt17504
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0112708
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt07988
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt030174
IRS990/OtherSalariesAndWagesGrp/TotalAmt0150870
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt013835
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03459
IRS990/PayrollTaxesGrp/ProgramServicesAmt04323
IRS990/PayrollTaxesGrp/TotalAmt021617
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt011441
IRS990/PensionPlanContributionsGrp/TotalAmt011441
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0LISA KLUNDER
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0650115
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0129259
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt0399990
IRS990/PYOtherRevenueAmt0601079
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0477526
IRS990/PYSalariesCompEmpBnftPaidAmt0221025
IRS990/PYTotalExpensesAmt0773668
IRS990/PYTotalProfFndrsngExpnsAmt023394
IRS990/PYTotalRevenueAmt01251194
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0288463
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt011044
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt011044
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0-70962
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0217829
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0144581
IRS990/SavingsAndTempCashInvstGrp/EOYAmt08679
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01527698
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01479741
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01026465
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0111261
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt04145165
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt019020
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01847
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt05346
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt026214
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt050951
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt04145165
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01527698
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01479741
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01026465
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0111261
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt04145165
IRS990ScheduleA/TotalSupportAmt04171379
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0144547
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0152886
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt08339
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0150000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0144547
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-5453
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt033261
IRS990ScheduleD/DonatedServicesUseFcltsAmt033261
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt062734
IRS990ScheduleD/EquipmentGrp/DepreciationAmt017692
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt080426
IRS990ScheduleD/ExpensesNotReportedAmt0315736
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01026731
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0328
IRS990ScheduleD/OtherExpensesIncludedAmt0282475
IRS990ScheduleD/OtherRevenueAmt0282475
IRS990ScheduleD/RevenueNotReportedAmt0316064
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01315194
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ENDOWMENT FUND IS BEING USED AS AN INVESTMENT.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1FASB ASC 740, INCOME TAXES, PROVIDES GUIDANCE FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES AND CLARIFIES HOW TAX BENEFITS FOR UNCERTAIN TAX POSITIONS ARE TO BE RECOGNIZED, MEASURED, AND REPORTED IN FINANCIAL STATEMENTS AND REQUIRES CERTAIN DISCLOSURES OF UNCERTAIN TAX MATTERS. AT DECEMBER 31, 2013 AND 2012, THE FOUNDATION DID NOT HAVE ANY UNRECOGNIZED TAX BENEFITS. THE FOUNDATION BELIEVES IT IS NO LONGER SUBJECT TO EXAMINATIONS BY TAXING AUTHORITIES ON INCOME TAX RETURNS FILED FOR YEARS BEFORE JANUARY 1, 2010. THE FOUNDATION'S POLICY IS TO CLASSIFY INTEREST AND PENALTIES RECOGNIZED IN CONNECTION WITH INCOME TAX MATTERS AS MISCELLANEOUS EXPENSE.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2FUNDRAISING EXPENSES 270,036. COST OF GOODS SOLD 12,439.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3FUNDRAISING EXPENSES 270,036. COST OF GOODS SOLD 12,439.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt062734
IRS990ScheduleD/TotalExpensesPerForm990Amt01026731
IRS990ScheduleD/TotalRevenuePerForm990Amt01315194
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01631258
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01342467
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0270036
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0542834
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt0162394
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt0537804
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt01243032
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0542834
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt0162394
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt0537804
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt01243032
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0NYC GALA 2013
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0FOOTBALL 101
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0972996
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt039039
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0270036
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0215767
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt015230
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt07
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt010000
IRS990ScheduleI/RecipientTable/CashGrantAmt1180000
IRS990ScheduleI/RecipientTable/CashGrantAmt275000
IRS990ScheduleI/RecipientTable/CashGrantAmt310000
IRS990ScheduleI/RecipientTable/CashGrantAmt410000
IRS990ScheduleI/RecipientTable/CashGrantAmt510000
IRS990ScheduleI/RecipientTable/CashGrantAmt650000
IRS990ScheduleI/RecipientTable/CashGrantAmt710000
IRS990ScheduleI/RecipientTable/CashGrantAmt88000
IRS990ScheduleI/RecipientTable/CashGrantAmt920000
IRS990ScheduleI/RecipientTable/CashGrantAmt1010000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc5501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc6501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc7501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc8501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc9501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc10501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt7SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt8SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt9SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt10SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10DECLAN DRUMM SULLIVAN MEMORIAL FUND
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine11GRAND VALLEY STATE UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine12BREEZY POINT DISASTER RELIEF FUND
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine13GIRLS ON THE RUN
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine14NATIONAL KIDNEY FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine15PROJECT MEDISHARE-CENTER FOR CANCER TREATMENT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine16UNIVERSITY OF NOTRE DAME
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine17WARRIORS HEART FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine18HANNAH STORM FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine19BREAST CANCER RESEARCH FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine110UNITED HEALTH SERVICES
IRS990ScheduleI/RecipientTable/RecipientEIN0276886934
IRS990ScheduleI/RecipientTable/RecipientEIN1381684280
IRS990ScheduleI/RecipientTable/RecipientEIN2461331625
IRS990ScheduleI/RecipientTable/RecipientEIN3272652189
IRS990ScheduleI/RecipientTable/RecipientEIN4351180274
IRS990ScheduleI/RecipientTable/RecipientEIN5650965848
IRS990ScheduleI/RecipientTable/RecipientEIN6350868188
IRS990ScheduleI/RecipientTable/RecipientEIN7454195589
IRS990ScheduleI/RecipientTable/RecipientEIN8262193616
IRS990ScheduleI/RecipientTable/RecipientEIN9133727250
IRS990ScheduleI/RecipientTable/RecipientEIN10222682421
IRS990ScheduleI/RecipientTable/USAddress/AddressLine103539 LONG GROVE RD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine111 CAMPUS DRIVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine122175 FLATBUSH AVENUE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine13PO BOX 252
IRS990ScheduleI/RecipientTable/USAddress/AddressLine14911 EAST 86TH ST SUITE 100
IRS990ScheduleI/RecipientTable/USAddress/AddressLine151501 NORTHWEST 9 AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine16CONTROLLERS OFFICE 731 GRACE HALL
IRS990ScheduleI/RecipientTable/USAddress/AddressLine177322 LYNWOOD CT
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1823 OLD KINGS HWY S STE 200
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1960 EAST 56TH ST 8TH FLR
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1106910 N MAIN ST 9
IRS990ScheduleI/RecipientTable/USAddress/City0LONG GROVE
IRS990ScheduleI/RecipientTable/USAddress/City1ALLENDALE
IRS990ScheduleI/RecipientTable/USAddress/City2BROOKLYN
IRS990ScheduleI/RecipientTable/USAddress/City3NOTRE DAME
IRS990ScheduleI/RecipientTable/USAddress/City4INDIANAPOLIS
IRS990ScheduleI/RecipientTable/USAddress/City5MIAMI
IRS990ScheduleI/RecipientTable/USAddress/City6NOTRE DAME
IRS990ScheduleI/RecipientTable/USAddress/City7CEDAR HILL
IRS990ScheduleI/RecipientTable/USAddress/City8DARIEN
IRS990ScheduleI/RecipientTable/USAddress/City9NEW YORK

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$874,452
Liabilities
$656,623
Net assets
$217,829
Revenue
$1,315,194
Expenses
$1,026,731
Net income
$288,463
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$0.26$0.21$0.05
2023Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$0.25$0.20$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$0.05$0.16$0.11
2021Detailed filing. Detailed filing data is available for this year.$0.37$0.03$0.35$0.42$0.23$0.19
2020Detailed filing. Detailed filing data is available for this year.$0.32$0.17$0.14$0.18$0.40$0.22
2019Detailed filing. Detailed filing data is available for this year.$0.63$0.28$0.35$1.17$0.90$0.26
2018Detailed filing. Detailed filing data is available for this year.$0.65$0.56$0.08$1.30$1.39$0.09
2017Detailed filing. Detailed filing data is available for this year.$0.56$0.40$0.16$1.15$1.43$0.28
2015Detailed filing. Detailed filing data is available for this year.$1.01$0.58$0.43$1.62$1.15$0.47
2014Detailed filing. Detailed filing data is available for this year.$0.67$0.70$0.04$1.20$1.42$0.22
2013Detailed filing. Detailed filing data is available for this year.$0.87$0.66$0.22$1.32$1.03$0.29
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.64$0.11$0.53$0.94
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.35$0.19$0.16$0.72
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.08$0.25$0.17$0.42
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • 501(c)3 • $1M-$5M nonprofits