Civic Intelligence

Margaret H & James E Kelley Foundation Inc

990PF • Fiscal year 2018 • EIN 41-6017973

Dec 01, 2017 to Nov 30, 2018 • Filed on Jan 18, 2019

Organization Profile
408 St Peter StSaint Paul, MN 55102-1187

(651) 222-7463

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2018 filings • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

13th percentile

0.00x

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

2018 filings • $10M-$25M nonprofits • Source year 2018

Net Margin

7th percentile

-50%

Higher net margin than 7% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

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

2018 filings • $10M-$25M nonprofits • Source year 2018

Asset Growth

38th percentile

-0.7%

Faster asset growth than 38% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

61st percentile

8.4%

Faster revenue growth than 61% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets13th percentile

Assets

Down

$16,057,978

Down $115,521 (-0.7%) from 2017

Net Assets

Down

$16,057,978

Down $115,591 (-0.7%) from 2017

Liabilities

Up

$0

Up $70 (+100%) from 2017

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin7th percentile

Revenue

Up

$773,858

Up $59,993 (+8.4%) from 2017

Expenses

Up

$1,164,635

Up $31,436 (+2.8%) from 2017

Net Income

Up

-$390,777

Up $28,557 (+6.8%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$20M$15M$10M$5.0M$0-$5.0MAssets 2011: $14,292,602Liabilities 2011: $02011Assets 2012: $14,633,341Liabilities 2012: $02012Assets 2013: $14,934,705Liabilities 2013: $02013Assets 2014: $15,278,807Liabilities 2014: $02014Assets 2015: $16,725,083Liabilities 2015: $02015Assets 2016: $16,541,680Liabilities 2016: $0Net Assets 2016: $16,541,6802016Assets 2017: $16,173,499Liabilities 2017: -$70Net Assets 2017: $16,173,5692017Assets 2018: $16,057,978Liabilities 2018: $0Net Assets 2018: $16,057,9782018Assets 2019: $15,546,510Liabilities 2019: $63,000Net Assets 2019: $15,483,5102019Assets 2020: $15,270,773Liabilities 2020: $63,000Net Assets 2020: $15,207,7732020Assets 2021: $14,856,909Liabilities 2021: $12021Assets 2022: $14,743,347Liabilities 2022: $0Net Assets 2022: $14,743,3472022Assets 2023: $14,697,676Liabilities 2023: $12023

Highlighted filing

2018

Assets$16,057,978
Liabilities$0
Net Assets$16,057,978
Open 2018 Filing

Operations Trend

Revenue Growth61st percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2011: $410,840Expenses 2011: $873,054Net Income 2011: -$462,2142011Revenue 2012: $445,955Expenses 2012: $904,811Net Income 2012: -$458,8562012Revenue 2013: $405,407Expenses 2013: $947,294Net Income 2013: -$541,8872013Revenue 2014: $1,227,389Expenses 2014: $1,115,939Net Income 2014: $111,4502014Revenue 2015: $1,623,533Expenses 2015: $1,144,936Net Income 2015: $478,5972015Revenue 2016: $729,818Expenses 2016: $1,158,919Net Income 2016: -$429,1012016Revenue 2017: $713,865Expenses 2017: $1,133,199Net Income 2017: -$419,3342017Revenue 2018: $773,858Expenses 2018: $1,164,635Net Income 2018: -$390,7772018Revenue 2019: $703,718Expenses 2019: $1,278,186Net Income 2019: -$574,4682019Revenue 2020: $956,997Expenses 2020: $1,232,734Net Income 2020: -$275,7372020Revenue 2021: $1,063,702Expenses 2021: $1,414,566Net Income 2021: -$350,8642021Revenue 2022: $1,249,492Expenses 2022: $1,363,054Net Income 2022: -$113,5622022Revenue 2023: $1,323,701Expenses 2023: $1,369,372Net Income 2023: -$45,6712023

Highlighted filing

2018

Revenue$773,858
Expenses$1,164,635
Net Income-$390,777
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2017 to Nov 30, 2018
Signed
Jan 18, 2019
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HAMPTON K O'NEILLPresident/DirectorPT$0--
SHER M O'NEILLDirector-$0--
TIMOTHY J DWYERTreasurer/DirectorPT$0--
KELLEY MCC O'NEILLVice President DirecPT$0--
CINDY WOLF O'NEILLDirector-$0--
Filing and Contact Details

Filer

Filer Name
Margaret H & James E Kelley Foundation Inc
EIN
41-6017973
Phone
6512227463
Address
408 St Peter St, Saint Paul, MN 55102-1187

Signing Officer

Name
Timothy J Dwyer
Title
Treasurer
Phone
6512227463
Signed
2019-01-18

Preparer

Firm
KELLEY AND O'NEILL MGMT
Address
408 ST PETER STREET STE 425, SAINT PAUL, MN 55102-1187
Preparer
Timothy J Dwyer
Phone
6512227463
Raw XML Appendix359 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
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc0None
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt02068335
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt14500000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt26538863
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0TRowePrice Stock w/o cash
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1SIT US Govt Securities Fund w/o cash
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2Palisades Asset Mgmt Stocks w/o cash
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt04137769
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt14296722
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt210120598
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0275185
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01060000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01060000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0283288
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0457648
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0457648
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-390777
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01557
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01557
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0661120
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt038488
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt038488
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0797
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0797
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt031365
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt031365
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt046292
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt046292
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt04948
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt04948
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt014110
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt014110
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01060000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0104635
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01164635
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0765755
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0773858
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0104635
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0104635
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02015-09-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0629012
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0275185
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0275185
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0904197
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Long term Capital gain Palisades stock sale
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02018-02-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0275185
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-390777
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0275186
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt016057978
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt016173569
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt016057978
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01078316
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01078316
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01078316
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01091538
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt013222
IRS990PF/DistributableAmountGrp/TotalTaxAmt013222
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt010029
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt013222
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnTaxPaidAmt010029
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt013222
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt013222
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt03193
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt010029
IRS990PF/FMVAssetsEOYAmt021505869
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt016541680
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt016173569
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt012690247
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt013107198
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt018555089
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0-70
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-368111
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-115591
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt03483252
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt02950780
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt02950780
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt016173499
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt016057978
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt021505869
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0-70
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt016173499
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt016057978
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt016173569
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt016057978
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt022163215
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt02427545
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt019735670
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0332448
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01091538
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt021830767
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt022163215
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.19
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt40.19
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0HAMPTON K O'NEILL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1SHER M O'NEILL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2TIMOTHY J DWYER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3KELLEY MCC O'NEILL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4CINDY WOLF O'NEILL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President/Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Treasurer/Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3VICE PRESIDENT DIREC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt06950 South Poplar
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt16950 South Poplar
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2408 StPeter St St Paul
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3PO Box 422
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4PO Box 422
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Casper
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Casper
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2St Paul
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3Rushford
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4Rushford
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0WY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1WY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2MN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3MN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4MN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd082636
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd182636
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd2551021187
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd355971
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd455971
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt01071869
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt01078480
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt01050000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt01026238
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt01040500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt01006359
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0850000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.049099
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.048794
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.049989
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.049313
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.051739
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.045661
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt06611
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt021830767
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt021518964
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt020529330
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt021100086
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt019450764
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt018615324
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt01060000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.245496
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt01060000
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt01060000
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt01060000
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
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/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
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/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0TIMOTHY J DWYER
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0408 St Peter St Suite 425 Hamm
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0St Paul
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0551021187
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MN
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum06512227463
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0[email protected]
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0None
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt00
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses3Amt00
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses4Amt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0REQUEST FOR GRANT ALONG WITH IRS EXEMPTION LETTER, AND COPY OF MOST RECENT 990 TAX RETURN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0TIMOTHY J DWYER TREASURER
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum06512227463
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0408 St Peter St Suite 425 Hamm Bldg
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0St Paul
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd0551021187
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0OCTOBER 1
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01060000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Misc.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0See attached
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0See Attachment
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0schedule
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0St Paul
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd055102
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01060000
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/AppliedToCurrentYearAmt01060000
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01078316
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt018316
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt011295
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt018171
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01933
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt018316
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt013083
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt011295
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01788
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02013
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01060000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt013083
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt031399
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Misc. Ex.
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Bank Chgs
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2File Maker Pro
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0621
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt113
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2163
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0621
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt113
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2163
OtherIncomeSchedule2/OtherIncomeDetail/Desc02017 990PF refund
OtherIncomeSchedule2/OtherIncomeDetail/Desc1TRP Div Reinvestment
OtherIncomeSchedule2/OtherIncomeDetail/Desc2Wm Partners Distrib
OtherIncomeSchedule2/OtherIncomeDetail/Desc3Wm Cos dist/ Palisades adj
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt08860
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt117380
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt25070
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt355
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt08860
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt117380
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt25070
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt355
OtherIncreasesSchedule/OtherIncreasesDetail/Amt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt1275186
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Split Interest Gift
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1Long term Capital Gain
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt046292
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Palisade Investment
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt046292
TaxesSchedule/TaxesDetail/Amt03131
TaxesSchedule/TaxesDetail/Amt12944
TaxesSchedule/TaxesDetail/Amt28000
TaxesSchedule/TaxesDetail/Amt335
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign tax Ryl Bk Sctlnd/Bp plc
TaxesSchedule/TaxesDetail/CategoryTxt1Employer FICA
TaxesSchedule/TaxesDetail/CategoryTxt2990PF 2018
TaxesSchedule/TaxesDetail/CategoryTxt3Adj to actual palisades
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt03131
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt12944
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt28000
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt335
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0TIMOTHY J DWYER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06512227463
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-01-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Margaret H & James E Kelley Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0MARG
ReturnHeader/Filer/EIN0416017973
ReturnHeader/Filer/PhoneNum06512227463
ReturnHeader/Filer/USAddress/AddressLine1Txt0408 St Peter St
ReturnHeader/Filer/USAddress/CityNm0Saint Paul
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd0551021187
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0F368040E6C1EA274E0A8CFAD00D2F9FA65B1E31D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F368040E6C1EA274E0A8CFAD00D2F9FA65B1E31D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt063.226.141.66
ReturnHeader/FilingSecurityInformation/IPDt02019-01-18
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm009:30:44
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KELLEY AND O'NEILL MGMT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0408 ST PETER STREET STE 425
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAINT PAUL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0551021187
ReturnHeader/PreparerPersonGrp/PhoneNum06512227463
ReturnHeader/PreparerPersonGrp/PreparationDt02019-01-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TIMOTHY J DWYER
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-01-18T09:30:51-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-12-01
ReturnHeader/TaxPeriodEndDt02018-11-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,057,978
Liabilities
$0
Net assets
$16,057,978
Revenue
$773,858
Expenses
$1,164,635
Net income
-$390,777
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$14.7$0.00$1.32$1.37$0.05
2022Detailed filing. Detailed filing data is available for this year.$14.7$0.00$14.7$1.25$1.36$0.11
2021Summary only. Only limited summary data is available for this year.$14.9$0.00$1.06$1.41$0.35
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.3$0.06$15.2$0.96$1.23$0.28
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.5$0.06$15.5$0.70$1.28$0.57
2018Detailed filing. Detailed filing data is available for this year.$16.1$0.00$16.1$0.77$1.16$0.39
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.2$0.00$16.2$0.71$1.13$0.42
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.5$0.00$16.5$0.73$1.16$0.43
2015Summary only. Only limited summary data is available for this year.$16.7$0.00$1.62$1.14$0.48
2014Summary only. Only limited summary data is available for this year.$15.3$0.00$1.23$1.12$0.11
2013Summary only. Only limited summary data is available for this year.$14.9$0.00$0.41$0.95$0.54
2012Summary only. Only limited summary data is available for this year.$14.6$0.00$0.45$0.90$0.46
2011Summary only. Only limited summary data is available for this year.$14.3$0.00$0.41$0.87$0.46