Civic Intelligence

George D Kennedy and Valerie P Kennedy Charitable Trust

EIN 36-7014327 • Chicago, IL

PO Box 10889Chicago, IL 60610
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

84th percentile

37%

Higher net margin than 84% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

60th percentile

1.5%

Faster asset growth than 60% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

7th percentile

-93%

Faster revenue growth than 7% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$337,430

Up $5,120 (+1.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$337,430

Up $5,120 (+1.5%) from 2023

Revenue

Down

$13,879

Down $183,684 (-93%) from 2023

Expenses

Down

$8,759

Down $6,098,207 (-100%) from 2023

Net Income

Up

$5,120

Up $5,914,523 (+100%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0Assets 2016: $21,962Liabilities 2016: $0Net Assets 2016: $21,9622016Assets 2017: $20,973Liabilities 2017: $0Net Assets 2017: $20,9732017Assets 2018: $20,983Liabilities 2018: $0Net Assets 2018: $20,9832018Assets 2019: $20,993Liabilities 2019: $0Net Assets 2019: $20,9932019Assets 2020: $22,972Liabilities 2020: $10,000Net Assets 2020: $12,9722020Assets 2021: $21,192Liabilities 2021: $10,800Net Assets 2021: $10,3922021Assets 2022: $6,251,580Liabilities 2022: $10,800Net Assets 2022: $6,240,7802022Assets 2023: $332,310Liabilities 2023: $0Net Assets 2023: $332,3102023Assets 2024: $337,430Liabilities 2024: $0Net Assets 2024: $337,4302024

Highlighted filing

2024

Assets$337,430
Liabilities$0
Net Assets$337,430

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$10M$5.0M$0-$5.0M-$10MRevenue 2016: $11Expenses 2016: $475Net Income 2016: -$4642016Revenue 2017: $11Expenses 2017: $1,000Net Income 2017: -$9892017Revenue 2018: $10Expenses 2018: $0Net Income 2018: $102018Revenue 2019: $3,060Expenses 2019: $1,500Net Income 2019: $1,5602019Revenue 2020: $9Expenses 2020: $8,030Net Income 2020: -$8,0212020Revenue 2021: $0Expenses 2021: $2,580Net Income 2021: -$2,5802021Revenue 2022: $6,233,323Expenses 2022: $2,935Net Income 2022: $6,230,3882022Revenue 2023: $197,563Expenses 2023: $6,106,966Net Income 2023: -$5,909,4032023Revenue 2024: $13,879Expenses 2024: $8,759Net Income 2024: $5,1202024

Highlighted filing

2024

Revenue$13,879
Expenses$8,759
Net Income$5,120

Filings

Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Sep 20, 2023
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GEORGE D KENNEDYTrustee-$0--
VALERIE P KENNEDYTrustee-$0--
TIMOTHY C KENNEDYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
George D Kennedy and Valerie P Kennedy
EIN
36-7014327
In Care Of
% BDO USA LLP
Phone
8474467343
Address
PO BOX 10889, CHICAGO, IL 60610

Signing Officer

Name
Valerie P Kennedy
Title
Trustee
Phone
8474467343
Signed
2023-09-20
Discuss with paid preparer
Yes

Preparer

Firm
Bdo USA
Address
330 N Wabash Suite 3200, CHICAGO, IL 60611
Preparer
Michael J Dean
Phone
3128569100
Raw XML Appendix290 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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LoansFromOfficersSchedule/LoansFromOfficerGrp/RepaymentTermsTxt0ZERO PERCENT LOAN TO BE PAID BACK WITHIN 1 YEAR
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt021002
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DUE FROM STATE OF ILLINOIS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt021002
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt021002
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt058
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0George D Kennedy 2007 Charitable Re
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm1George D Kennedy 2001 Charitable Re
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0PO Box 10889
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt1PO Box 10889
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0Chicago
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm1Chicago
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0IL
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd1IL
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd060610
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd160610
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0VALERIE P KENNEDY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08474467343
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-09-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0George D Kennedy and Valerie P Kennedy
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0GEOR
ReturnHeader/Filer/EIN0367014327
ReturnHeader/Filer/InCareOfNm0% BDO USA LLP
ReturnHeader/Filer/PhoneNum08474467343
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 10889
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060610
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BDO USA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0330 N Wabash Suite 3200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060611
ReturnHeader/PreparerPersonGrp/PhoneNum03128569100
ReturnHeader/PreparerPersonGrp/PreparationDt02023-09-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL J DEAN
ReturnHeader/ReturnTs02023-09-21T10:00:40-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0VALERIE P
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KENNEDY
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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