Civic Intelligence

The Thomas & Miriam Kendall Foundation

990PF • Fiscal year 2017 • EIN 33-0291184

Dec 01, 2016 to Nov 30, 2017 • Filed on Feb 24, 2018

Organization Profile
1899 N Mountain AvenueClaremont, CA 91711

(909) 826-6404

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

12th percentile

-31%

Higher net margin than 12% of similar nonprofits.

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

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

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

Asset Growth

29th percentile

-2.2%

Faster asset growth than 29% of similar nonprofits.

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

Revenue Growth

83rd percentile

45%

Faster revenue growth than 83% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$1,998,374

Down $43,925 (-2.2%) from 2016

Net Assets

Down

$1,998,374

Down $43,925 (-2.2%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin12th percentile

Revenue

Up

$136,882

Up $42,720 (+45%) from 2016

Expenses

Up

$179,465

Up $964 (+0.5%) from 2016

Net Income

Up

-$42,583

Up $41,756 (+50%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$3.0M$2.0M$1.0M$0Assets 2015: $2,127,894Liabilities 2015: $0Net Assets 2015: $2,127,8942015Assets 2016: $2,042,299Liabilities 2016: $0Net Assets 2016: $2,042,2992016Assets 2017: $1,998,374Liabilities 2017: $0Net Assets 2017: $1,998,3742017Assets 2018: $1,939,151Liabilities 2018: $0Net Assets 2018: $1,939,1512018Assets 2019: $1,910,360Liabilities 2019: $0Net Assets 2019: $1,910,3602019Assets 2020: $1,856,511Liabilities 2020: $0Net Assets 2020: $1,856,5112020Assets 2021: $1,829,547Liabilities 2021: $0Net Assets 2021: $1,829,5472021

Highlighted filing

2017

Assets$1,998,374
Liabilities$0
Net Assets$1,998,374
Open 2017 Filing

Operations Trend

Revenue Growth83rd percentile

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

$200K$100K$0-$100K-$200KRevenue 2015: $73,480Expenses 2015: $177,478Net Income 2015: -$103,9982015Revenue 2016: $94,162Expenses 2016: $178,501Net Income 2016: -$84,3392016Revenue 2017: $136,882Expenses 2017: $179,465Net Income 2017: -$42,5832017Revenue 2018: $120,142Expenses 2018: $178,342Net Income 2018: -$58,2002018Revenue 2019: $154,906Expenses 2019: $182,592Net Income 2019: -$27,6862019Revenue 2020: $126,626Expenses 2020: $179,443Net Income 2020: -$52,8172020Revenue 2021: $162,499Expenses 2021: $189,212Net Income 2021: -$26,7132021

Highlighted filing

2017

Revenue$136,882
Expenses$179,465
Net Income-$42,583
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2016 to Nov 30, 2017
Signed
Feb 24, 2018
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSAN KENDALL MAASSPresident-$0--
Filing and Contact Details

Filer

Filer Name
Kendall Thomas and Miriam Foundation
EIN
33-0291184
Phone
9098266404
Address
1899 N MOUNTAIN AVENUE, CLAREMONT, CA 91711

Signing Officer

Name
Susan Kendall Maass
Title
President
Signed
2018-02-24
Discuss with paid preparer
Yes

Preparer

Firm
Barbara Slawson
Address
12975 Brookprinter Place 240, Poway, CA 92064
Preparer
Barbara L Slawson
Phone
6198847665
Raw XML Appendix323 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0THE CITADEL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1THE CAMPAIGN FOR CLAREMONT MCKENNA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2POMONA COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3UNIVERSITY OF LAVERNE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4ELLEN BROWING SCRIPPS SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5VIRGINIA MILITARY INSTITUTE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1ALUMNI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2ALUMNI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3ALUMNI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4ALUMNI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5ALUMNI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0171 MOULTRIE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1400 NORTH CLAREMONT BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2333 N COLLEGE WAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31950 THIRD STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41030 COLUMBIA AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5NEIKIRK HALL-PO BOX 932
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CHARLESTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CLAREMONT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2CLAREMONT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3LA VERNE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4CLAREMONT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5LEXINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0SC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd029409
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd191711
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd291711
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd391750
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd491711
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd524450
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0160000
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/AppliedToCurrentYearAmt023261
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0136739
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0161200
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0160000
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0137939
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0136739
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01342
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0INVESTMENT EXPENSE-OTHER
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt016186
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT EXPENSE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt016186
TaxesSchedule/TaxesDetail/Amt01574
TaxesSchedule/TaxesDetail/Amt155
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL
TaxesSchedule/TaxesDetail/CategoryTxt1STATE
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01574
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt155
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN KENDALL MAASS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KENDALL THOMAS AND MIRIAM FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0THOM
ReturnHeader/Filer/EIN0330291184
ReturnHeader/Filer/PhoneNum09098266404
ReturnHeader/Filer/USAddress/AddressLine1Txt01899 N MOUNTAIN AVENUE
ReturnHeader/Filer/USAddress/CityNm0CLAREMONT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091711
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Barbara Slawson
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012975 Brookprinter Place 240
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Poway
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092064
ReturnHeader/PreparerPersonGrp/PhoneNum06198847665
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Barbara L Slawson
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-02-24T22:01:39-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-12-01
ReturnHeader/TaxPeriodEndDt02017-11-30
ReturnHeader/TaxYr02016

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
$1,998,374
Liabilities
$0
Net assets
$1,998,374
Revenue
$136,882
Expenses
$179,465
Net income
-$42,583
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.83$0.00$1.83$0.16$0.19$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.13$0.18$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.91$0.00$1.91$0.15$0.18$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.94$0.00$1.94$0.12$0.18$0.06
2017Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.14$0.18$0.04
2016Detailed filing. Detailed filing data is available for this year.$2.04$0.00$2.04$0.09$0.18$0.08
2015Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$0.07$0.18$0.10