Civic Intelligence

Kelben Foundation Inc.

990T • Fiscal year 2023 • EIN 39-1494625

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 15, 2024

Organization Profile
790 N Water Street 2175Milwaukee, WI 53202

(414) 909-9097

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$80M$60M$40M$20M$0Assets 2011: $20,721,912Liabilities 2011: $02011Assets 2012: $19,851,914Liabilities 2012: $02012Assets 2013: $21,011,358Liabilities 2013: $02013Assets 2014: $22,900,265Liabilities 2014: $02014Assets 2015: $23,372,534Liabilities 2015: $02015Assets 2019: $28,886,153Liabilities 2019: $02019Assets 2020: $37,475,302Liabilities 2020: $1Net Assets 2020: $37,475,3022020Assets 2021: $46,313,396Liabilities 2021: $1Net Assets 2021: $46,313,3962021Assets 2022: $46,499,425Liabilities 2022: $1Net Assets 2022: $46,499,4252022Assets 2023: $55,664,834Liabilities 2023: $1Net Assets 2023: $55,664,8342023Assets 2024: $62,688,392Liabilities 2024: $0Net Assets 2024: $62,688,3922024

Latest loaded filing

2024

Assets$62,688,392
Liabilities$0
Net Assets$62,688,392
Open 2024 Filing

Operations Trend

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

$30M$20M$10M$0-$10MRevenue 2011: $985,734Expenses 2011: $1,399,555Net Income 2011: -$413,8212011Revenue 2012: $915,842Expenses 2012: $1,335,840Net Income 2012: -$419,9982012Revenue 2013: $2,469,514Expenses 2013: $1,310,070Net Income 2013: $1,159,4442013Revenue 2014: $1,349,988Expenses 2014: $903,954Net Income 2014: $446,0342014Revenue 2015: $2,496,455Expenses 2015: $1,748,164Net Income 2015: $748,2912015Revenue 2019: $3,315,688Expenses 2019: $5,198,427Net Income 2019: -$1,882,7392019Revenue 2020: $23,196,509Expenses 2020: $5,128,109Net Income 2020: $18,068,4002020Revenue 2021: $17,895,423Expenses 2021: $3,038,482Net Income 2021: $14,856,9412021Revenue 2022: $13,435,949Expenses 2022: $8,169,450Net Income 2022: $5,266,4992022Revenue 2023: $22,747,907Expenses 2023: $6,342,192Net Income 2023: $16,405,7152023Revenue 2024: $19,443,211Expenses 2024: $5,681,909Net Income 2024: $13,761,3022024

Latest loaded filing

2024

Revenue$19,443,211
Expenses$5,681,909
Net Income$13,761,302
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v7.0
Filing and Contact Details

Filer

Filer Name
Kelben Foundation Inc
EIN
39-1494625
Phone
4149099097
Address
790 N WATER STREET 2175, MILWAUKEE, WI 53202

Signing Officer

Name
Mary T Kellner
Title
President
Phone
4149099097
Signed
2024-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Amundsen Davis LLC
Address
111 EAST KILBOURN AVE SUITE 1400, MILWAUKEE, WI 53202
Preparer
Lee R Augustine
Phone
4142760200
Raw XML Appendix96 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
IRS1120ScheduleD/CapitalGainNetIncomeAmt0692371
IRS1120ScheduleD/Form4797GainOrLossAmt0692371
IRS1120ScheduleD/NetCapitalGainAmt0692371
IRS1120ScheduleD/NetLTCapitalGainOrLossAmt0692371
IRS990T/AvlblPre2018NOLCarryoverAmt0433
IRS990T/BooksInCareOfDetail/PersonNm0TED D AND MARY KELLNER
IRS990T/BooksInCareOfDetail/PhoneNum04149099097
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0790 N WATER STREET SUITE 2175
IRS990T/BooksInCareOfDetail/USAddress/CityNm0MILWAUKEE
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd053202
IRS990T/BookValueAssetsEOYAmt055664834
IRS990T/CharitableContributionsDedAmt073
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/NetOperatingLossDeductionAmt0433
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OtherTaxesAmt00
IRS990T/OverpaymentSection/AppliedToESTaxAmt019961
IRS990T/OverpaymentSection/OverpaymentAmt019961
IRS990T/OverpaymentSection/RefundAmt00
IRS990T/PaidTaxLiabilityAmt00
IRS990T/Post2017NOLCarryoverGrp/AvlblPost2017NOLCarryoverAmt0732348
IRS990T/Post2017NOLCarryoverGrp/PrincipalBusinessActivityCd0531390
IRS990T/PriorYearOverpaymentCreditAmt025785
IRS990TScheduleA/CapitalGainNetIncomeAmt0692371
IRS990TScheduleA/NetOperatingLossDeductionAmt0115234
IRS990TScheduleA/PrincipalBusinessActivityCd0531390
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt00
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalOrdinaryGainLossAmt0892415
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0-1440311
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0144475
IRS990TScheduleA/TotUnrltTrdBusIncmAmt0144475
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0RENTAL REAL EST AGGR
IRS990TScheduleA/UBIBeforeNOLDedAmt0144475
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt029241
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt05824
IRS990T/TaxLessCreditsAmt05824
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt025785
IRS990T/TotalTaxAmt05824
IRS990T/TotalTaxComputationAmt05824
IRS990T/TotalUBTIAmt027735
IRS990T/TotalUBTIBeforeNOLSpecificAmt029168
IRS990T/TotalUBTIBeforeSection199AAmt028735
IRS990T/TotalUBTIComputedAmt029241
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARY T KELLNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04149099097
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KELBEN FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0KELB
ReturnHeader/Filer/EIN0391494625
ReturnHeader/Filer/PhoneNum04149099097
ReturnHeader/Filer/USAddress/AddressLine1Txt0790 N WATER STREET 2175
ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053202
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0364189382
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0AMUNDSEN DAVIS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0111 EAST KILBOURN AVE SUITE 1400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MILWAUKEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053202
ReturnHeader/PreparerPersonGrp/PhoneNum04142760200
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LEE R AUGUSTINE
ReturnHeader/ReturnTs02024-11-15T11:27:28-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$62.7$0.00$62.7$19.4$5.68$13.8
2023Detailed filing. Detailed filing data is available for this year.$55.7$0.00$55.7$22.7$6.34$16.4
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.
2022Detailed filing. Detailed filing data is available for this year.$46.5$0.00$46.5$13.4$8.17$5.27
2021Detailed filing. Detailed filing data is available for this year.$46.3$0.00$46.3$17.9$3.04$14.9
2020Detailed filing. Detailed filing data is available for this year.$37.5$0.00$37.5$23.2$5.13$18.1
2019Summary only. Only limited summary data is available for this year.$28.9$0.00$3.32$5.20$1.88
2015Summary only. Only limited summary data is available for this year.$23.4$0.00$2.50$1.75$0.75
2014Summary only. Only limited summary data is available for this year.$22.9$0.00$1.35$0.90$0.45
2013Summary only. Only limited summary data is available for this year.$21.0$0.00$2.47$1.31$1.16
2012Summary only. Only limited summary data is available for this year.$19.9$0.00$0.92$1.34$0.42
2011Summary only. Only limited summary data is available for this year.$20.7$0.00$0.99$1.40$0.41