Civic Intelligence

The Kern Foundation Inc

990EZ • Fiscal year 2014 • EIN 39-1501332

May 01, 2013 to Apr 30, 2014 • Filed on Dec 19, 2014

204 Wisconsin AvenueWaukesha, WI 53186

(262) 691-9284

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

80th percentile

24%

Higher net margin than 80% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

60th percentile

8.3%

Faster asset growth than 60% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

25th percentile

-17%

Faster revenue growth than 25% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$254,487

Up $19,598 (+8.3%) from 2013

Net Assets

Up

$254,487

Up $19,598 (+8.3%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Down

$80,344

Down $15,972 (-17%) from 2013

Expenses

Up

$60,747

Up $4,779 (+8.5%) from 2013

Net Income

Down

$19,597

Down $20,751 (-51%) from 2013

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $236,626Liabilities 2011: $0Net Assets 2011: $236,6262011Assets 2012: $194,541Liabilities 2012: $0Net Assets 2012: $194,5412012Assets 2013: $234,889Liabilities 2013: $0Net Assets 2013: $234,8892013Assets 2014: $254,487Liabilities 2014: $0Net Assets 2014: $254,4872014Assets 2015: $196,779Liabilities 2015: $0Net Assets 2015: $196,7792015Assets 2016: $150,074Liabilities 2016: $0Net Assets 2016: $150,0742016Assets 2017: $91,727Liabilities 2017: $0Net Assets 2017: $91,7272017Assets 2018: $70,717Liabilities 2018: $0Net Assets 2018: $70,7172018Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019

Highlighted filing

2014

Assets$254,487
Liabilities$0
Net Assets$254,487

Operations Trend

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

$100K$50K$0-$50K-$100KRevenue 2011: $4,848Expenses 2011: $51,868Net Income 2011: -$47,0202011Revenue 2012: $1,820Expenses 2012: $43,905Net Income 2012: -$42,0852012Revenue 2013: $96,316Expenses 2013: $55,968Net Income 2013: $40,3482013Revenue 2014: $80,344Expenses 2014: $60,747Net Income 2014: $19,5972014Revenue 2015: $1,704Expenses 2015: $59,412Net Income 2015: -$57,7082015Revenue 2016: $1,584Expenses 2016: $48,289Net Income 2016: -$46,7052016Revenue 2017: $3,709Expenses 2017: $62,056Net Income 2017: -$58,3472017Revenue 2018: $362Expenses 2018: $21,372Net Income 2018: -$21,0102018Revenue 2019: $279Expenses 2019: $70,996Net Income 2019: -$70,7172019

Highlighted filing

2014

Revenue$80,344
Expenses$60,747
Net Income$19,597
Jump To
Filing Snapshot
Filing Period
May 1, 2013 to Apr 30, 2014
Signed
Dec 19, 2014
Return Version
2013v4.0
Gross Receipts
$80,344
Mission and Program Overview

Mission

Assist low income individuals in providing professional veterinary medical care for companion animals

Program Services

DescriptionGrantsExpenses
ASSIST LOW INCOME INDIVIDUALS IN PROVIDING PROFESSIONAL VETERINARY CARE TO COMPANION ANIMALS$58,224$58,224
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SONJA TERRYPresident-$0--
DR RICHARD WEAVERVice President-$0--
SANDRA PEARSONTreasurer-$0--
DR AMY SCHLEYSecretary-$0--
JANE PROBSTMember-$0--
Filing and Contact Details

Filer

EIN
39-1501332
Phone
2626919284

Signing Officer

Name
Sandra Pearson
Title
Treasurer
Phone
2626919284
Signed
2014-12-19
Discuss with paid preparer
Yes

Preparer

Preparer
David a Grotkin
Phone
4142717800
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest income. Amount: 1,092.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: grants made to assist low income individuals in providing vet care for pets. Grantee name: various. Grantee relationship: none. Amount given: 58,224.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: bank charges. Amount: 65. Description: licenses and permits. Amount: 10. Description: supplies and materials. Amount: 292. Description: depreciation expense . Amount: 91. Total to form 990-ez, line 16: 458.

Form 990-ez, Part II, Line 24 - Other Assets

Description: other depreciable assets. Beg. Of year amount: 0. End of year amount: 514.

Raw XML Appendix171 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine10SANDRA PEARSON
IRS990EZ/BooksInCareOfDetail/PhoneNum02626919284
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10204 WISCONSIN AVE
IRS990EZ/BooksInCareOfDetail/USAddress/City0WAUKESHA
IRS990EZ/BooksInCareOfDetail/USAddress/State0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode053186
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0234890
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0253973
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt079252
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt019597
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01512
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0234890
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0254487
IRS990EZ/GrantsAndSimilarAmountsPaidAmt058224
IRS990EZ/GrossReceiptsAmt080344
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01092
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0234890
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0254487
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0234890
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0254487
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SONJA TERRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DR RICHARD WEAVER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SANDRA PEARSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DR AMY SCHLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JANE PROBST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4MEMBER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0514
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0458
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0ASSIST LOW INCOME INDIVIDUALS IN PROVIDING PROFESSIONAL VETERINARY MEDICAL CARE FOR COMPANION ANIMALS
IRS990EZ/PrintingPublicationsPostageAmt0553
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ASSIST LOW INCOME INDIVIDUALS IN PROVIDING PROFESSIONAL VETERINARY CARE TO COMPANION ANIMALS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt058224
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt058224
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt060747
IRS990EZ/TotalProgramServiceExpensesAmt058224
IRS990EZ/TotalRevenueAmt080344
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/FactsAndCircumstancesTestTxt0THE ORGANIZATION OPERATES AND IS GOVERNED AS A NON PROFIT ORGANIZATION. INTEREST INCOME CAUSES THE ORGANIZATION NOT TO MEET THE PUBLICLY SUPPORTED ORGANIZATION TEST. THE INTEREST INCOME IS A RESULT OF PRIOR YEARS "UNUSUAL GRANTS" BEING INVESTED.
IRS990ScheduleA/Form990ScheduleAPartIVGrp/ExplanationTxt0DESCRIPTION: BEQUEST DATE: 07/22/13 AMOUNT: 59533. DESCRIPTION: BEQUEST DATE: 08/13/13 AMOUNT: 19469.
IRS990ScheduleA/Form990ScheduleAPartIVGrp/FormAndLineReferenceDesc0SCHEDULE A, PART IV, LIST OF UNUSUAL GRANTS:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0250
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0555
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0505
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01792
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02860
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt05962
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01092
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01366
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01315
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt03056
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt05729
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt012558
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0150
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0150
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.31930
IRS990ScheduleA/PublicSupportPY170Pct00.22960
IRS990ScheduleA/PublicSupportTotal170Amt05962
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0250
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0555
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0505
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01792
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02860
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt05962
IRS990ScheduleA/TotalSupportAmt018670
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 1,092.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: GRANTS MADE TO ASSIST LOW INCOME INDIVIDUALS IN PROVIDING VET CARE FOR PETS. GRANTEE NAME: VARIOUS. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 58,224.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: BANK CHARGES. AMOUNT: 65. DESCRIPTION: LICENSES AND PERMITS. AMOUNT: 10. DESCRIPTION: SUPPLIES AND MATERIALS. AMOUNT: 292. DESCRIPTION: DEPRECIATION EXPENSE . AMOUNT: 91. TOTAL TO FORM 990-EZ, LINE 16: 458.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 514.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SANDRA PEARSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02626919284
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-12-19
ReturnHeader/Filer/BusinessName/BusinessNameLine10THE KERN FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0KERN
ReturnHeader/Filer/EIN0391501332
ReturnHeader/Filer/PhoneNum02626919284
ReturnHeader/Filer/USAddress/AddressLine10204 WISCONSIN AVENUE
ReturnHeader/Filer/USAddress/City0WAUKESHA
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode053186
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390747409
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10REILLY PENNER & BENTON LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101233 NORTH MAYFAIR ROAD SUITE 302
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0MILWAUKEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0532263255
ReturnHeader/PreparerPersonGrp/PhoneNum04142717800
ReturnHeader/PreparerPersonGrp/PreparationDt02014-12-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID A GROTKIN
ReturnHeader/ReturnTs02015-01-20T14:22:23-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-05-01
ReturnHeader/TaxPeriodEndDt02014-04-30
ReturnHeader/TaxYr02013

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Filings