Civic Intelligence

Robert a and Marian K Kennedy Charitable Tr

990PF • Fiscal year 2017 • EIN 30-0044978

Jan 01, 2017 to Dec 31, 2017 • Filed on May 10, 2018

600 Vine Street Rm/Ste 2650Cincinnati, OH 45202

(513) 381-9200

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

6th percentile

-86%

Higher net margin than 6% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

52nd percentile

$31,045

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 34.6% of source-year revenue.

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

17th percentile

-5.3%

Faster asset growth than 17% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

75th percentile

26%

Faster revenue growth than 75% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Down

$1,365,620

Down $77,064 (-5.3%) from 2016

Net Assets

Down

$1,365,620

Down $77,064 (-5.3%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$89,824

Up $18,671 (+26%) from 2016

Expenses

Up

$166,927

Up $19,502 (+13%) from 2016

Net Income

Down

-$77,103

Down $831 (-1.1%) from 2016

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,532,030Liabilities 2011: $0Net Assets 2011: $1,532,0302011Assets 2012: $1,643,221Liabilities 2012: $0Net Assets 2012: $1,643,2212012Assets 2013: $1,629,276Liabilities 2013: $0Net Assets 2013: $1,629,2762013Assets 2014: $1,558,228Liabilities 2014: $0Net Assets 2014: $1,558,2282014Assets 2015: $1,519,053Liabilities 2015: $0Net Assets 2015: $1,519,0532015Assets 2016: $1,442,684Liabilities 2016: $0Net Assets 2016: $1,442,6842016Assets 2017: $1,365,620Liabilities 2017: $0Net Assets 2017: $1,365,6202017Assets 2018: $1,287,244Liabilities 2018: $0Net Assets 2018: $1,287,2442018Assets 2019: $1,211,426Liabilities 2019: $0Net Assets 2019: $1,211,4262019Assets 2020: $1,115,020Liabilities 2020: $0Net Assets 2020: $1,115,0202020Assets 2021: $1,249,992Liabilities 2021: $0Net Assets 2021: $1,249,9922021Assets 2022: $1,175,046Liabilities 2022: $0Net Assets 2022: $1,175,0462022Assets 2023: $1,226,986Liabilities 2023: $0Net Assets 2023: $1,226,9862023Assets 2024: $1,245,170Liabilities 2024: $0Net Assets 2024: $1,245,1702024

Highlighted filing

2017

Assets$1,365,620
Liabilities$0
Net Assets$1,365,620

Operations Trend

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

$400K$200K$0-$200KExpenses 2011: $147,5552011Expenses 2012: $148,7112012Revenue 2013: $157,319Expenses 2013: $171,161Net Income 2013: -$13,8422013Revenue 2014: $87,854Expenses 2014: $158,932Net Income 2014: -$71,0782014Revenue 2015: $121,875Expenses 2015: $161,416Net Income 2015: -$39,5412015Revenue 2016: $71,153Expenses 2016: $147,425Net Income 2016: -$76,2722016Revenue 2017: $89,824Expenses 2017: $166,927Net Income 2017: -$77,1032017Revenue 2018: $74,393Expenses 2018: $152,771Net Income 2018: -$78,3782018Revenue 2019: $91,260Expenses 2019: $167,036Net Income 2019: -$75,7762019Revenue 2020: $91,105Expenses 2020: $187,511Net Income 2020: -$96,4062020Revenue 2021: $341,129Expenses 2021: $208,196Net Income 2021: $132,9332021Revenue 2022: $86,892Expenses 2022: $160,145Net Income 2022: -$73,2532022Revenue 2023: $195,250Expenses 2023: $143,932Net Income 2023: $51,3182023Revenue 2024: $186,758Expenses 2024: $170,941Net Income 2024: $15,8172024

Highlighted filing

2017

Revenue$89,824
Expenses$166,927
Net Income-$77,103
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 10, 2018
Return Version
2017v2.3
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAUL F WENKERTrustee-$31,045-$31,045
Filing and Contact Details

Filer

Filer Name
Robert a & Marian K Kennedy
EIN
30-0044978
Phone
5133819200
Address
600 VINE STREET RM/STE 2650, CINCINNATI, OH 45202

Signing Officer

Name
Paul F Wenker
Title
Trustee
Phone
5133819200
Signed
2018-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Midwest CPA LLC
Address
4555 LAKE FOREST DR STE 410, BLUE ASH, OH 45242-3760
Preparer
Jeffrey Tate
Phone
5135882830
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12SUPPORT CHARITABLE PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13PROMOTE CHARITABLE PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt14SUPPORT CHARITABLE PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt15PROMOTE CHARITABLE PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt16SUPPORT CHARITABLE PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt17PROMOTE CHARITABLE PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt18PROMOTE CHARITABLE PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt19SUPPORT CHARITABLE PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt20SUPPORT CHARITABLE PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt21PROMOTE CHARITABLE PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt22SUPPORT CHARITABLE PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt23PROMOTE CHARITABLE PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt24SUPPORT CHARITABLE PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt25SUPPORT CHARITABLE PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt26PROMOTE CHARITABLE PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt27PROMOTE CHARITABLE PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt28SUPPORT CHARITABLE PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt29SUPPORT CHARITABLE PURPOSE

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.19$0.17$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.20$0.14$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.09$0.16$0.07
2021Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.34$0.21$0.13
2020Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.09$0.19$0.10
2019Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.09$0.17$0.08
2018Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.07$0.15$0.08
2017Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.09$0.17$0.08
2016Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.07$0.15$0.08
2015Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.12$0.16$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.09$0.16$0.07
2013Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.16$0.17$0.01
2012Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.15
2011Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.15