Civic Intelligence

The Kennedy Foundation

990PF • Fiscal year 2017 • EIN 33-0719806

Jan 01, 2017 to Dec 31, 2017 • Filed on Mar 06, 2018

1 First American WaySanta Ana, CA 92707

(714) 558-3211

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

13th percentile

-33%

Faster asset growth than 13% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

1st percentile

-100%

Faster revenue growth than 1% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$1,236

Down $610 (-33%) from 2016

Net Assets

Down

$1,236

Down $610 (-33%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$0

Down $154 (-100%) from 2016

Expenses

Down

$610

Down $190 (-24%) from 2016

Net Income

Up

-$610

Up $36 (+5.6%) from 2016

Historical Trend

Balance Sheet Trend

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

$40M$30M$20M$10M$0Assets 2014: $3,522Liabilities 2014: $0Net Assets 2014: $3,5222014Assets 2015: $2,492Liabilities 2015: $0Net Assets 2015: $2,4922015Assets 2016: $1,846Liabilities 2016: $0Net Assets 2016: $1,8462016Assets 2017: $1,236Liabilities 2017: $0Net Assets 2017: $1,2362017Assets 2018: $715Liabilities 2018: $0Net Assets 2018: $7152018Assets 2019: $1,205Liabilities 2019: $0Net Assets 2019: $1,2052019Assets 2020: $1,162Liabilities 2020: $0Net Assets 2020: $1,1622020Assets 2021: $451Liabilities 2021: $0Net Assets 2021: $4512021Assets 2022: $37,307,611Liabilities 2022: $0Net Assets 2022: $37,307,6112022Assets 2023: $37,033,892Liabilities 2023: $0Net Assets 2023: $37,033,8922023Assets 2024: $36,782,454Liabilities 2024: $0Net Assets 2024: $36,782,4542024

Highlighted filing

2017

Assets$1,236
Liabilities$0
Net Assets$1,236

Operations Trend

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

$40M$30M$20M$10M$0-$10MRevenue 2014: $0Expenses 2014: $871Net Income 2014: -$8712014Revenue 2015: $0Expenses 2015: $1,030Net Income 2015: -$1,0302015Revenue 2016: $154Expenses 2016: $800Net Income 2016: -$6462016Revenue 2017: $0Expenses 2017: $610Net Income 2017: -$6102017Revenue 2018: $0Expenses 2018: $521Net Income 2018: -$5212018Revenue 2019: $1,000Expenses 2019: $510Net Income 2019: $4902019Revenue 2020: $0Expenses 2020: $43Net Income 2020: -$432020Revenue 2021: $0Expenses 2021: $711Net Income 2021: -$7112021Revenue 2022: $37,414,647Expenses 2022: $107,487Net Income 2022: $37,307,1602022Revenue 2023: $1,071,714Expenses 2023: $1,345,884Net Income 2023: -$274,1702023Revenue 2024: $1,724,661Expenses 2024: $1,976,099Net Income 2024: -$251,4382024

Highlighted filing

2017

Revenue$0
Expenses$610
Net Income-$610
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Mar 6, 2018
Return Version
2017v2.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dorothy S KennedySecretary-$0--
Parker S KennedyCFO-$0--
Filing and Contact Details

Filer

Filer Name
The Kennedy Foundation
EIN
33-0719806
Phone
7145583211
Address
1 First American Way, Santa Ana, CA 92707

Signing Officer

Name
Parker S Kennedy
Title
CFO
Signed
2018-03-06
Discuss with paid preparer
Yes

Preparer

Firm
JohnsonHart & DysonAcct Corp
Address
19742 Mac Arthur Blvd Ste 240, Irvine, CA 92612-2487
Preparer
James W Johnson CPA
Phone
9497520274
Raw XML Appendix188 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/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Dorothy S Kennedy
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Parker S Kennedy
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Secretary
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IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt040000
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IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
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IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0false
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Santa Ana
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Parker Kennedy
IRS990PF/StatementsRegardingActyGrp/PhoneNum07148003404
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
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IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
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TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/CategoryTxt0FTB
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ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Parker S Kennedy
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-03-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Kennedy Foundation
ReturnHeader/Filer/BusinessNameControlTxt0KENN
ReturnHeader/Filer/EIN0330719806
ReturnHeader/Filer/PhoneNum07145583211
ReturnHeader/Filer/USAddress/AddressLine1Txt01 First American Way
ReturnHeader/Filer/USAddress/CityNm0Santa Ana
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092707
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330380814
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JohnsonHart & DysonAcct Corp
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt019742 Mac Arthur Blvd Ste 240
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Irvine
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0926122487
ReturnHeader/PreparerPersonGrp/PhoneNum09497520274
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0James W Johnson CPA
ReturnHeader/ReturnTs02018-03-09T14:01:50-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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