Civic Intelligence

The Kern Foundation Inc

990EZ • Fiscal year 2016 • EIN 39-1501332

May 01, 2015 to Apr 30, 2016 • Filed on Feb 14, 2017

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

54th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

54th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

1st percentile

-2949%

Higher net margin than 1% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

18th percentile

-24%

Faster asset growth than 18% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

38th percentile

-7.0%

Faster revenue growth than 38% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$150,074

Down $46,705 (-24%) from 2015

Net Assets

Down

$150,074

Down $46,705 (-24%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$1,584

Down $120 (-7.0%) from 2015

Expenses

Down

$48,289

Down $11,123 (-19%) from 2015

Net Income

Up

-$46,705

Up $11,003 (+19%) from 2015

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

2016

Assets$150,074
Liabilities$0
Net Assets$150,074

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

2016

Revenue$1,584
Expenses$48,289
Net Income-$46,705
Jump To
Filing Snapshot
Filing Period
May 1, 2015 to Apr 30, 2016
Signed
Feb 14, 2017
Return Version
2015v3.0
Gross Receipts
$1,584
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$46,454$46,454
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SONJA TERRYPresidentPT$0--
DR RICHARD WEAVERVice President-$0--
SANDRA PEARSONTreasurerPT$0--
DR AMY SCHLEYSecretary-$0--
JANE PROBSTMember-$0--
RAY TERRYMemberPT$0--
Filing and Contact Details

Filer

Filer Name
Kern Foundation Inc
EIN
39-1501332
Phone
2626919284
Address
204 WISCONSIN AVENUE, WAUKESHA, WI 53186

Signing Officer

Name
Sandra Pearson
Title
Treasurer
Phone
2626919284
Signed
2017-02-14
Discuss with paid preparer
Yes

Preparer

Firm
Reilly Penner & Benton Llp
Address
1233 NORTH MAYFAIR RD SUITE 302, MILWAUKEE, WI 53226-3255
Preparer
David a Grotkin
Phone
4142717800
Supplemental Narrative

Additional Explanations

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

Description: interest income. Amount: 1,206.

Form 990-ez, Part I, Line 8 - Other Revenue

Description: miscellaneous income. Amount: 13.

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: 46,454.

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

Description: licenses and permits. Amount: 10. Description: supplies and materials. Amount: 568. Description: depreciation expense. Amount: 121. Description: bank charges . Amount: 75. Total to form 990-ez, line 16: 774.

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

Description: other depreciable assets. Beg. Of year amount: 393. End of year amount: 272.

Raw XML Appendix172 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
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IRS990EZ/OperateHospitalInd00
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IRS990EZ/OtherExpensesTotalAmt0774
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IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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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.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 1,206.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: MISCELLANEOUS INCOME. AMOUNT: 13.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: GRANTS MADE TO ASSIST LOW INCOME INDIVIDUALS IN PROVIDING VET CARE FOR PETS. GRANTEE NAME: VARIOUS. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 46,454.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: LICENSES AND PERMITS. AMOUNT: 10. DESCRIPTION: SUPPLIES AND MATERIALS. AMOUNT: 568. DESCRIPTION: DEPRECIATION EXPENSE. AMOUNT: 121. DESCRIPTION: BANK CHARGES . AMOUNT: 75. TOTAL TO FORM 990-EZ, LINE 16: 774.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 393. END OF YEAR AMOUNT: 272.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SANDRA PEARSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02626919284
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KERN FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0KERN
ReturnHeader/Filer/EIN0391501332
ReturnHeader/Filer/PhoneNum02626919284
ReturnHeader/Filer/USAddress/AddressLine1Txt0204 WISCONSIN AVENUE
ReturnHeader/Filer/USAddress/CityNm0WAUKESHA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053186
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390747409
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0REILLY PENNER & BENTON LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01233 NORTH MAYFAIR RD SUITE 302
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MILWAUKEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0532263255
ReturnHeader/PreparerPersonGrp/PhoneNum04142717800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID A GROTKIN
ReturnHeader/ReturnTs02017-02-14T08:35:01-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-05-01
ReturnHeader/TaxPeriodEndDt02016-04-30
ReturnHeader/TaxYr02015

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