Civic Intelligence

Rjk Foundation

990PF • Fiscal year 2023 • EIN 38-2812719

Dec 01, 2022 to Nov 30, 2023 • Filed on Jun 11, 2024

105 River Park LaneGreat Falls, VA 22066

(703) 759-7425

Siviq Scores

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

Liabilities / Assets

42nd percentile

0.00x

Higher debt load relative to assets than 42% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

42nd percentile

0.00x

Higher debt load relative to revenue than 42% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Net Margin

2nd percentile

-443%

Higher net margin than 2% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

57th percentile

$0

Higher top officer pay than 57% of similar nonprofits.

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Asset Growth

16th percentile

-10%

Faster asset growth than 16% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

3rd percentile

-80%

Faster revenue growth than 3% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Assets

Down

$867,534

Down $99,836 (-10%) from 2022

Net Assets

Down

$867,534

Down $99,836 (-10%) from 2022

Liabilities

Up

$1

Up $1 from 2022

Revenue

Down

$22,890

Down $92,726 (-80%) from 2022

Expenses

Up

$124,308

Up $1,106 (+0.9%) from 2022

Net Income

Down

-$101,418

Down $93,832 (-1237%) from 2022

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $1,284,043Liabilities 2011: $02011Assets 2012: $1,237,803Liabilities 2012: $02012Assets 2013: $1,236,604Liabilities 2013: $02013Assets 2014: $1,186,052Liabilities 2014: $02014Assets 2015: $1,256,138Liabilities 2015: $02015Assets 2017: $1,171,650Liabilities 2017: $0Net Assets 2017: $1,171,6502017Assets 2018: $1,129,387Liabilities 2018: $0Net Assets 2018: $1,129,3872018Assets 2019: $1,069,870Liabilities 2019: $02019Assets 2020: $1,002,702Liabilities 2020: $0Net Assets 2020: $1,002,7022020Assets 2021: $974,342Liabilities 2021: $0Net Assets 2021: $974,3422021Assets 2022: $967,370Liabilities 2022: $0Net Assets 2022: $967,3702022Assets 2023: $867,534Liabilities 2023: $1Net Assets 2023: $867,5342023Assets 2024: $846,170Liabilities 2024: $0Net Assets 2024: $846,1702024

Highlighted filing

2023

Assets$867,534
Liabilities$1
Net Assets$867,534

Operations Trend

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

$200K$100K$0-$100K-$200KRevenue 2011: $38,546Expenses 2011: $137,558Net Income 2011: -$99,0122011Revenue 2012: $91,830Expenses 2012: $133,529Net Income 2012: -$41,6992012Revenue 2013: $139,492Expenses 2013: $140,252Net Income 2013: -$7602013Revenue 2014: $80,538Expenses 2014: $131,238Net Income 2014: -$50,7002014Revenue 2015: $143,391Expenses 2015: $73,447Net Income 2015: $69,9442015Revenue 2017: $115,811Expenses 2017: $122,410Net Income 2017: -$6,5992017Revenue 2018: $71,762Expenses 2018: $114,593Net Income 2018: -$42,8312018Revenue 2019: $64,093Expenses 2019: $119,333Net Income 2019: -$55,2402019Revenue 2020: $49,743Expenses 2020: $117,450Net Income 2020: -$67,7072020Revenue 2021: $86,842Expenses 2021: $118,316Net Income 2021: -$31,4742021Revenue 2022: $115,616Expenses 2022: $123,202Net Income 2022: -$7,5862022Revenue 2023: $22,890Expenses 2023: $124,308Net Income 2023: -$101,4182023Revenue 2024: $108,650Expenses 2024: $132,624Net Income 2024: -$23,9742024

Highlighted filing

2023

Revenue$22,890
Expenses$124,308
Net Income-$101,418
Jump To
Filing Snapshot
Filing Period
Dec 1, 2022 to Nov 30, 2023
Signed
Jun 11, 2024
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD J KELLYPresident-$0--
MARY KELLYVice President-$0--
NANCY MECONITreasurer/Secretary-$0--
Filing and Contact Details

Filer

Filer Name
Rjk Foundation
EIN
38-2812719
Phone
7037597425
Address
105 RIVER PARK LANE, GREAT FALLS, VA 22066

Signing Officer

Name
Richard J Kelly
Title
President
Phone
7037597425
Signed
2024-06-11
Discuss with paid preparer
Yes

Preparer

Firm
Plante & Moran Pllc
Address
2601 CAMBRIDGE CT STE 300, AUBURN HILLS, MI 48326
Preparer
Maureen Asta
Phone
2483757100
Raw XML AppendixShowing 400 of 423 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/PersonNm0RICHARD J KELLY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MARY KELLY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2NANCY MECONI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT
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IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd01
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt218000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt310000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TO FURTHER OBJECTIVES OF FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2RICHARD AND MARY KELLY FAMILY PATIENT AID ENDOWMENT - LONG TERM PATIENT CARE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3EDUCATION AND ART APPRECIATION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1333 W FORT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt39 ROUTE 183
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3STOCKBRIDGE
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt089260
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt089260
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt04966
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt012450
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt016262
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt010449
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt047974
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt014296
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt04966
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt012450
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt016262
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0103556
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt014296
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt058423
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt044127
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt020
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt125
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01582
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0TIMING DIFFERENCE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt012571
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1BANK FEES
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt177
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt012571
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt177
TaxesSchedule/TaxesDetail/Amt01620
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD J KELLY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07037597425
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-06-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RJK FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0RJKF

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.11$0.13$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.02$0.12$0.10
2022Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.12$0.12$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.97$0.00$0.97$0.09$0.12$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.00$0.00$1.00$0.05$0.12$0.07
2019Summary only. Only limited summary data is available for this year.$1.07$0.00$0.06$0.12$0.06
2018Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.07$0.11$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.17$0.00$1.17$0.12$0.12$0.01
2015Summary only. Only limited summary data is available for this year.$1.26$0.00$0.14$0.07$0.07
2014Summary only. Only limited summary data is available for this year.$1.19$0.00$0.08$0.13$0.05
2013Summary only. Only limited summary data is available for this year.$1.24$0.00$0.14$0.14$0.00
2012Summary only. Only limited summary data is available for this year.$1.24$0.00$0.09$0.13$0.04
2011Summary only. Only limited summary data is available for this year.$1.28$0.00$0.04$0.14$0.10
Peer Organizations

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