Civic Intelligence

Kendall Foundation

990EZ • Fiscal year 2017 • EIN 37-1699458

Jan 01, 2017 to Dec 31, 2017 • Filed on Jul 02, 2018

Organization ProfileWWW.KENDALLFOUNDATION.NET
PO Box 581762Modesto, CA 95358

(209) 345-2920

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

91st percentile

47%

Higher net margin than 91% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

73rd percentile

23%

Faster asset growth than 73% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

26th percentile

-17%

Faster revenue growth than 26% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$147,571

Up $27,167 (+23%) from 2016

Net Assets

Up

$147,571

Up $27,167 (+23%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin91st percentile

Revenue

Down

$57,417

Down $11,784 (-17%) from 2016

Expenses

Up

$30,250

Up $15,854 (+110%) from 2016

Net Income

Down

$27,167

Down $27,638 (-50%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

$150K$100K$50K$0Assets 2016: $120,404Liabilities 2016: $0Net Assets 2016: $120,4042016Assets 2017: $147,571Liabilities 2017: $0Net Assets 2017: $147,5712017Assets 2018: $127,137Liabilities 2018: $0Net Assets 2018: $127,1372018

Highlighted filing

2017

Assets$147,571
Liabilities$0
Net Assets$147,571
Open 2017 Filing

Operations Trend

Revenue Growth26th percentile

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

$100K$50K$0-$50KRevenue 2016: $69,201Expenses 2016: $14,396Net Income 2016: $54,8052016Revenue 2017: $57,417Expenses 2017: $30,250Net Income 2017: $27,1672017Revenue 2018: $27,947Expenses 2018: $48,381Net Income 2018: -$20,4342018

Highlighted filing

2017

Revenue$57,417
Expenses$30,250
Net Income$27,167
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jul 2, 2018
Return Version
2017v2.3
Gross Receipts
$91,173
Mission and Program Overview

Mission

To improve the lives of individual with autism spectrum disorder

Program Services

DescriptionGrantsExpenses
HELP ELEMENTRY AND JUNIOR HIGH STUDENTS WITH AUTISM TRANSITION TO THE NEXT LEVEL IN SCHOOL SETTINGS.-$8,090
TO HELP PRESCHOOL STUDENTS ATTEND NEUROTYPICAL PRESCHOOL SETTING TO PREPARE THEM FOR MAINSTREAM EDUCATION.$6,400$6,400
SUPPORT SIBLINGS OF CHILDREN WITH AUTISM IN COPING WITH DIFFERENT FAMILY DYNAMICS AND SHOW THEM OUR APPRECIATION FOR ALL THEY DO.-$4,527
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAUL HARMONPresident-$0--
MEIKA HARMONBoard Member-$0--
LUCIA SOARESTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
White Party$83,517$58,917$33,756$25,161
Total Events$83,517$58,917$33,756$25,161
Filing and Contact Details

Filer

Filer Name
Kendall Foundation
EIN
37-1699458
Phone
2093452920
Address
PO BOX 581762, MODESTO, CA 95358

Signing Officer

Name
Lucia Soares
Title
Treasurer
Phone
2096144836
Signed
2018-07-02
Discuss with paid preparer
Yes

Preparer

Firm
Grimbleby Coleman Cpas Inc
Address
200 W ROSEBURG AVE, MODESTO, CA 95350-5255
Preparer
Nathan a Miller
Phone
2095274220
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses educational meetings 3,662 shirts 500 meals and events 4,527 fees 25 bank service fees 4 supplies 759 strategy planning 2,500 non-investment depreciation 640 total 12,617”

Form 990-ez, Part II, Line 24

“Furniture and fixtures 3,202 3,202 less accumulated depreciation 2,348 2,988 total 854 214”

Form 990-ez, Part V, Line 33

“Yes, the organization added an additional program service that supports siblings of children cope with autism.”

Raw XML Appendix152 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0true
IRS990EZ/BooksInCareOfDetail/PersonNm0LUCIA SOARES
IRS990EZ/BooksInCareOfDetail/PhoneNum02093452920
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01115 14TH STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MODESTO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095354
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0119550
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0147357
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt032256
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt027167
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt011233
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0120404
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0147571
IRS990EZ/FundraisingGrossIncomeAmt058917
IRS990EZ/GrantsAndSimilarAmountsPaidAmt06400
IRS990EZ/GrossReceiptsAmt091173
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0120404
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0147571
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0120404
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0147571
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PAUL HARMON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MEIKA HARMON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LUCIA SOARES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0854
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0214
IRS990EZ/OtherExpensesTotalAmt012617
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO IMPROVE THE LIVES OF INDIVIDUAL WITH AUTISM SPECTRUM DISORDER
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO HELP PRESCHOOL STUDENTS ATTEND NEUROTYPICAL PRESCHOOL SETTING TO PREPARE THEM FOR MAINSTREAM EDUCATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1HELP ELEMENTRY AND JUNIOR HIGH STUDENTS WITH AUTISM TRANSITION TO THE NEXT LEVEL IN SCHOOL SETTINGS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SUPPORT SIBLINGS OF CHILDREN WITH AUTISM IN COPING WITH DIFFERENT FAMILY DYNAMICS AND SHOW THEM OUR APPRECIATION FOR ALL THEY DO.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt06400
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt06400
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt18090
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt24527
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt033756
IRS990EZ/SpecialEventsNetIncomeLossAmt025161
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt030250
IRS990EZ/TotalProgramServiceExpensesAmt019017
IRS990EZ/TotalRevenueAmt057417
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTPS://WWW.KENDALLFOUNDATION.NET/
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt032256
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt044923
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt017615
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt011848
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt03917
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0110559
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt060996
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.76490
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0103047
IRS990ScheduleA/SubstantialContributorsTotAmt07512
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt032256
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt044923
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt017615
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt011848
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt03917
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0110559
IRS990ScheduleA/TotalSupportAmt0134720
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt024161
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt024161
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt024600
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt024600
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt033756
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0WHITE PARTY
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt083517
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt083517
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt058917
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt058917
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt025161
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt033756
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt033756
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES EDUCATIONAL MEETINGS 3,662 SHIRTS 500 MEALS AND EVENTS 4,527 FEES 25 BANK SERVICE FEES 4 SUPPLIES 759 STRATEGY PLANNING 2,500 NON-INVESTMENT DEPRECIATION 640 TOTAL 12,617
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FURNITURE AND FIXTURES 3,202 3,202 LESS ACCUMULATED DEPRECIATION 2,348 2,988 TOTAL 854 214
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2YES, THE ORGANIZATION ADDED AN ADDITIONAL PROGRAM SERVICE THAT SUPPORTS SIBLINGS OF CHILDREN COPE WITH AUTISM.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART V, LINE 33
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LUCIA SOARES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02096144836
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-07-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KENDALL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0KEND
ReturnHeader/Filer/EIN0371699458
ReturnHeader/Filer/PhoneNum02093452920
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 581762
ReturnHeader/Filer/USAddress/CityNm0MODESTO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095358
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId005D07A3131CDDABBA912EFB5C7ED3D4ADB5C6C7F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A3DF9540423579D783177D21BCC42BBC831E6B9E
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.14.93.25
ReturnHeader/FilingSecurityInformation/IPDt02018-07-02
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm017:04:47
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770000018
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GRIMBLEBY COLEMAN CPAS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0200 W ROSEBURG AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MODESTO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0953505255
ReturnHeader/PreparerPersonGrp/PhoneNum02095274220
ReturnHeader/PreparerPersonGrp/PreparationDt02018-07-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NATHAN A MILLER
ReturnHeader/ReturnTs02018-07-02T15:04:47-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$147,571
Liabilities
$0
Net assets
$147,571
Revenue
$57,417
Expenses
$30,250
Net income
$27,167
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.28$0.48$0.20
2017Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.57$0.30$0.27
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.20$0.00$1.20$0.69$0.14$0.55