Civic Intelligence

Kearney Foundation Inc

990PF • Fiscal year 2022 • EIN 39-0774273

Jun 01, 2021 to May 31, 2022 • Filed on Nov 17, 2022

Organization Profile
8014 North Lake DriveMilwaukee, WI 53217

(414) 350-7133

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.

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

91st percentile

60%

Higher net margin than 91% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

76th percentile

22%

Faster asset growth than 76% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

50th percentile

6.3%

Faster revenue growth than 50% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$272,601

Up $48,428 (+22%) from 2021

Net Assets

Up

$272,601

Up $48,428 (+22%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin91st percentile

Revenue

Up

$37,856

Up $2,238 (+6.3%) from 2021

Expenses

Down

$15,090

Down $310 (-2.0%) from 2021

Net Income

Up

$22,766

Up $2,548 (+13%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

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

$300K$200K$100K$0Assets 2012: $175,197Liabilities 2012: $02012Assets 2013: $173,791Liabilities 2013: $02013Assets 2014: $196,007Liabilities 2014: $02014Assets 2015: $191,320Liabilities 2015: $02015Assets 2016: $201,259Liabilities 2016: $02016Assets 2020: $187,372Liabilities 2020: $02020Assets 2021: $224,173Liabilities 2021: $0Net Assets 2021: $224,1732021Assets 2022: $272,601Liabilities 2022: $0Net Assets 2022: $272,6012022Assets 2023: $271,628Liabilities 2023: $0Net Assets 2023: $271,6282023Assets 2024: $272,922Liabilities 2024: $0Net Assets 2024: $272,9222024

Highlighted filing

2022

Assets$272,601
Liabilities$0
Net Assets$272,601
Open 2022 Filing

Operations Trend

Revenue Growth50th percentile

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

$40K$20K$0-$20KRevenue 2012: $8,039Expenses 2012: $12,604Net Income 2012: -$4,5652012Revenue 2013: $8,013Expenses 2013: $13,228Net Income 2013: -$5,2152013Revenue 2014: $7,143Expenses 2014: $15,539Net Income 2014: -$8,3962014Revenue 2015: $7,197Expenses 2015: $16,562Net Income 2015: -$9,3652015Revenue 2016: $6,698Expenses 2016: $14,402Net Income 2016: -$7,7042016Revenue 2020: $5,980Expenses 2020: $16,817Net Income 2020: -$10,8372020Revenue 2021: $35,618Expenses 2021: $15,400Net Income 2021: $20,2182021Revenue 2022: $37,856Expenses 2022: $15,090Net Income 2022: $22,7662022Revenue 2023: $14,648Expenses 2023: $21,434Net Income 2023: -$6,7862023Revenue 2024: $18,894Expenses 2024: $17,615Net Income 2024: $1,2792024

Highlighted filing

2022

Revenue$37,856
Expenses$15,090
Net Income$22,766
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2021 to May 31, 2022
Signed
Nov 17, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MATTHEW CARPENTERCo-President-$0--
JANE CARPENTERCo-President-$0--
JAY CARPENTERVice Preside-$0--
TY CARPENTERTreasurer-$0--
IAN CARPENTERSecretary-$0--
CAROL CARPENTEREmeritus-$0--
NANCY CARPENTEREmeritus-$0--
WILLIAM CARPENTEREmeritus-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantST MARCUS LUTHERAN SCHOOLEDUCATION509(A)(1)MILWAUKEE, WI, US$5,000
Paid GrantMILWAUKEE ACADEMY OF SCIENCEEDUCATION509(A)(1)MILWAUKEE, WI, US$5,000
Paid GrantBROOKFIELD ACADEMYEDUCATION509(A)(1)BROOKFIELD, WI, US$5,000
Filing and Contact Details

Filer

Filer Name
Kearney Foundation Inc
EIN
39-0774273
Phone
4143507133
Address
8014 NORTH LAKE DRIVE, MILWAUKEE, WI 53217

Signing Officer

Name
Jane Carpenter
Title
Co-president
Phone
4143507133
Signed
2022-11-17
Discuss with paid preparer
Yes

Preparer

Firm
Sitzberger & Company LLC
Address
7040 N GREEN BAY AVENUE, GLENDALE, WI 53209-2834
Preparer
Philip J Leclaire CPA
Phone
4143515511
Raw XML Appendix338 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/PersonNm3TY CARPENTER
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd353217
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd453095
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd553217
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd653202
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd753202
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt015000
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt015000
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JANE CARPENTER
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt08014 NORTH LAKE DRIVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MILWAUKEE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd053217
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum04143507133
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt25000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ST MARCUS LUTHERAN SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1MILWAUKEE ACADEMY OF SCIENCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2BROOKFIELD ACADEMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0509(A)(1)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1509(A)(1)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2509(A)(1)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02115 N PALMER ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12000 W KILBOURN AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt23462 N BROOKFIELD RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2BROOKFIELD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd053212
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd153233
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd253045
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt015000
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/AppliedToCurrentYearAmt015000
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt016482
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt01482
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0452
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt03098
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01417
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01756
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt03939
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt01482
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt02457
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt06723
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0452
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt03098
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01417
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01756
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt015000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt09180
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt010662
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt025662
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0PRIOR YEAR EXCESS DISTRIBUTIONS
TaxesSchedule/TaxesDetail/Amt090
TaxesSchedule/TaxesDetail/CategoryTxt0FORM 4720 EXCISE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt090
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JANE CARPENTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04143507133
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KEARNEY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0KEAR
ReturnHeader/Filer/EIN0390774273
ReturnHeader/Filer/PhoneNum04143507133
ReturnHeader/Filer/USAddress/AddressLine1Txt08014 NORTH LAKE DRIVE
ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053217
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0873817309
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SITZBERGER & COMPANY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07040 N GREEN BAY AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GLENDALE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0532092834
ReturnHeader/PreparerPersonGrp/PhoneNum04143515511
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PHILIP J LECLAIRE CPA
ReturnHeader/ReturnTs02022-11-22T15:43:19-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JANE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CARPENTER
ReturnHeader/TaxPeriodBeginDt02021-06-01
ReturnHeader/TaxPeriodEndDt02022-05-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$272,601
Liabilities
$0
Net assets
$272,601
Revenue
$37,856
Expenses
$15,090
Net income
$22,766
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.73$0.00$2.73$0.19$0.18$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.72$0.00$2.72$0.15$0.21$0.07
2022Detailed filing. Detailed filing data is available for this year.$2.73$0.00$2.73$0.38$0.15$0.23
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.24$0.00$2.24$0.36$0.15$0.20
2020Summary only. Only limited summary data is available for this year.$1.87$0.00$0.06$0.17$0.11
2016Summary only. Only limited summary data is available for this year.$2.01$0.00$0.07$0.14$0.08
2015Summary only. Only limited summary data is available for this year.$1.91$0.00$0.07$0.17$0.09
2014Summary only. Only limited summary data is available for this year.$1.96$0.00$0.07$0.16$0.08
2013Summary only. Only limited summary data is available for this year.$1.74$0.00$0.08$0.13$0.05
2012Summary only. Only limited summary data is available for this year.$1.75$0.00$0.08$0.13$0.05