Civic Intelligence

Joseph E and Mary E Keller Foundation

990PF • Fiscal year 2020 • EIN 31-6411369

Jan 01, 2020 to Dec 31, 2020 • Filed on Feb 23, 2021

Organization Profile
3080 Ackerman Blvd Suite 330Dayton, OH 45429-3500

(937) 294-8807

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

85th percentile

43%

Higher net margin than 85% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

49th percentile

$12,000

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 7.5% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

54th percentile

4.7%

Faster asset growth than 54% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

72nd percentile

16%

Faster revenue growth than 72% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$1,521,450

Up $68,396 (+4.7%) from 2019

Net Assets

Up

$1,521,450

Up $68,396 (+4.7%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin85th percentile

Revenue

Up

$160,826

Up $21,966 (+16%) from 2019

Expenses

Down

$92,430

Down $56,443 (-38%) from 2019

Net Income

Up

$68,396

Up $78,409 (+783%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,601,630Liabilities 2010: $0Net Assets 2010: $1,601,6302010Assets 2011: $1,546,545Liabilities 2011: $0Net Assets 2011: $1,546,5452011Assets 2012: $1,500,591Liabilities 2012: $0Net Assets 2012: $1,500,5912012Assets 2013: $1,509,454Liabilities 2013: $0Net Assets 2013: $1,509,4542013Assets 2014: $1,601,093Liabilities 2014: $0Net Assets 2014: $1,601,0932014Assets 2015: $1,540,984Liabilities 2015: $0Net Assets 2015: $1,540,9842015Assets 2016: $1,465,441Liabilities 2016: $0Net Assets 2016: $1,465,4412016Assets 2017: $1,449,343Liabilities 2017: $0Net Assets 2017: $1,449,3432017Assets 2018: $1,463,731Liabilities 2018: $0Net Assets 2018: $1,463,7312018Assets 2019: $1,453,054Liabilities 2019: $0Net Assets 2019: $1,453,0542019Assets 2020: $1,521,450Liabilities 2020: $0Net Assets 2020: $1,521,4502020Assets 2021: $1,721,310Liabilities 2021: $0Net Assets 2021: $1,721,3102021Assets 2022: $1,587,160Liabilities 2022: $0Net Assets 2022: $1,587,1602022Assets 2023: $1,585,633Liabilities 2023: $0Net Assets 2023: $1,585,6332023Assets 2024: $1,611,929Liabilities 2024: $0Net Assets 2024: $1,611,9292024

Highlighted filing

2020

Assets$1,521,450
Liabilities$0
Net Assets$1,521,450
Open 2020 Filing

Operations Trend

Revenue Growth72nd percentile

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

$400K$200K$0-$200KExpenses 2010: $168,2482010Expenses 2011: $169,0062011Expenses 2012: $174,2132012Revenue 2013: $183,812Expenses 2013: $173,813Net Income 2013: $9,9992013Revenue 2014: $168,680Expenses 2014: $75,394Net Income 2014: $93,2862014Revenue 2015: $118,569Expenses 2015: $175,675Net Income 2015: -$57,1062015Revenue 2016: $99,398Expenses 2016: $174,941Net Income 2016: -$75,5432016Revenue 2017: $160,466Expenses 2017: $176,346Net Income 2017: -$15,8802017Revenue 2018: $193,189Expenses 2018: $176,034Net Income 2018: $17,1552018Revenue 2019: $138,860Expenses 2019: $148,873Net Income 2019: -$10,0132019Revenue 2020: $160,826Expenses 2020: $92,430Net Income 2020: $68,3962020Revenue 2021: $304,707Expenses 2021: $104,847Net Income 2021: $199,8602021Revenue 2022: $98,396Expenses 2022: $220,713Net Income 2022: -$122,3172022Revenue 2023: $136,035Expenses 2023: $137,562Net Income 2023: -$1,5272023Revenue 2024: $183,042Expenses 2024: $156,746Net Income 2024: $26,2962024

Highlighted filing

2020

Revenue$160,826
Expenses$92,430
Net Income$68,396
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Feb 23, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
W MICHAEL CONWAYTrustee-$12,000-$12,000
JANE WITTMANTreasurer-$12,000-$12,000
TESS SERVAITESTrustee-$12,000-$12,000
Filing and Contact Details

Filer

Filer Name
Joseph E & Mary E Keller Foundation
EIN
31-6411369
Phone
9372948807
Address
3080 ACKERMAN BLVD SUITE 330, DAYTON, OH 45429-3500

Signing Officer

Name
Jane Wittman
Title
Treasurer
Phone
9379016675
Signed
2021-02-23
Discuss with paid preparer
Yes

Preparer

Firm
Manning & Associates Cpas LLC
Address
PO BOX 13449, DAYTON, OH 45413-0449
Preparer
John M Manning CPA
Phone
9378983167
Raw XML Appendix325 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/PersonNm0W MICHAEL CONWAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JANE WITTMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2TESS SERVAITES
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd145409
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd245322
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0255
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0255
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0255
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/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/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt03080 ACKERMAN BLVD SUITE 330
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine2Txt03080 ACKERMAN BLVD SUITE 330
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0DAYTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0454293500
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OH
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0W MICHAEL CONWAY
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine2Txt0W MICHAEL CONWAY
IRS990PF/StatementsRegardingActyGrp/PhoneNum09372948807
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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/AppliedToCurrentYearAmt0255
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt089357
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt036183
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt013684
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt014731
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt07768
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt036183
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0255
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt036183
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt052919
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0ESTATE OF LAWRENCE STRITMATTER
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt03080 ACKERMAN BLVD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0DAYTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0OH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd045429
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt045216
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt026843
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt13796
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt220000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1ADR FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2CONSULTING
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt026843
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt13796
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt220000
TaxesSchedule/TaxesDetail/Amt0200
TaxesSchedule/TaxesDetail/Amt1536
TaxesSchedule/TaxesDetail/Amt255
TaxesSchedule/TaxesDetail/CategoryTxt0REGISTRATION FEE
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt2POSTAGE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0200
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt155
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0536
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JANE WITTMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09379016675
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-02-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOSEPH E & MARY E KELLER FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JOSE
ReturnHeader/Filer/EIN0316411369
ReturnHeader/Filer/PhoneNum09372948807
ReturnHeader/Filer/USAddress/AddressLine1Txt03080 ACKERMAN BLVD SUITE 330
ReturnHeader/Filer/USAddress/CityNm0DAYTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd0454293500
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0310984000
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MANNING & ASSOCIATES CPAS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 13449
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DAYTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0454130449
ReturnHeader/PreparerPersonGrp/PhoneNum09378983167
ReturnHeader/PreparerPersonGrp/PreparationDt02021-02-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN M MANNING CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-02-23T08:30:28-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JANE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WITTMAN
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,521,450
Liabilities
$0
Net assets
$1,521,450
Revenue
$160,826
Expenses
$92,430
Net income
$68,396
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.18$0.16$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.14$0.14$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.10$0.22$0.12
2021Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.30$0.10$0.20
2020Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.16$0.09$0.07
2019Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.14$0.15$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.19$0.18$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.16$0.18$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.10$0.17$0.08
2015Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.12$0.18$0.06
2014Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.17$0.08$0.09
2013Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.18$0.17$0.01
2012Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.17
2011Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.17
2010Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.17