Civic Intelligence

Kelly Family Charitable Foundation

EIN 43-6685888 • Troy, MO

430 E Wood PO Box GTroy, MO 63379
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2025

Net Margin

3rd percentile

-2751%

Higher net margin than 3% of similar nonprofits.

<$500k nonprofits • Source year 2025

Top Officer Pay

82nd percentile

$190

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 3.6% of source-year revenue.

<$500k nonprofits • Source year 2025

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

14th percentile

-66%

Faster revenue growth than 14% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Assets

Down

$0

Down $209,891 (-100%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

$0

No earlier filing loaded for comparison.

Revenue

Up

$5,316

Up $6,765 (+467%) from 2023

Expenses

Up

$151,539

Up $99,032 (+189%) from 2023

Net Income

Down

-$146,223

Down $92,267 (-171%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2012: $9,388Liabilities 2012: $02012Assets 2013: $9,196Liabilities 2013: $02013Assets 2014: $137Liabilities 2014: $02014Assets 2015: $37Liabilities 2015: $02015Assets 2017: $137Liabilities 2017: $0Net Assets 2017: $1372017Assets 2018: $137Liabilities 2018: $0Net Assets 2018: $1372018Assets 2019: $137Liabilities 2019: $0Net Assets 2019: $1372019Assets 2020: $242,625Liabilities 2020: $0Net Assets 2020: $242,6252020Assets 2021: $252,477Liabilities 2021: $0Net Assets 2021: $252,4772021Assets 2022: $263,448Liabilities 2022: $0Net Assets 2022: $263,4482022Assets 2023: $209,891Liabilities 2023: $12023Assets 2025: $0Liabilities 2025: $0Net Assets 2025: $02025

Highlighted filing

2025

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100K-$200KRevenue 2012: $1,216Expenses 2012: $15,348Net Income 2012: -$14,1322012Revenue 2013: $13Expenses 2013: $205Net Income 2013: -$1922013Revenue 2014: $1Expenses 2014: $9,060Net Income 2014: -$9,0592014Revenue 2015: $1Expenses 2015: $0Net Income 2015: $12015Revenue 2017: $0Expenses 2017: $0Net Income 2017: $02017Revenue 2018: $0Expenses 2018: $0Net Income 2018: $02018Revenue 2019: $0Expenses 2019: $0Net Income 2019: $02019Revenue 2020: $0Expenses 2020: $0Net Income 2020: $02020Revenue 2021: $10,656Expenses 2021: $804Net Income 2021: $9,8522021Revenue 2022: $13,105Expenses 2022: $2,134Net Income 2022: $10,9712022Revenue 2023: -$1,449Expenses 2023: $52,507Net Income 2023: -$53,9562023Revenue 2025: $5,316Expenses 2025: $151,539Net Income 2025: -$146,2232025

Highlighted filing

2025

Revenue$5,316
Expenses$151,539
Net Income-$146,223

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2024 to Aug 31, 2025
Signed
Jun 9, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Co-Trustee-$190-$190
Thomas Massman SrCo-Trustee-$66-$66
Filing and Contact Details

Filer

Filer Name
Kelly Family Charitable Foundation
EIN
43-6685888
In Care Of
% Peoples Bank and Trust Co
Phone
6365287001
Address
430 E Wood PO Box G, Troy, MO 63379

Signing Officer

Name
Carla A Langford
Title
Vice President
Phone
6365287001
Signed
2025-06-09
Discuss with paid preparer
Yes

Preparer

Firm
Peoples Bank & Trust Co
Address
430 E Wood Street, Troy, MO 63379
Preparer
Carla A Langford
Phone
6365287001
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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/SummaryOfDirectChrtblActyGrp/Description1Txt0The foundation distributed funds to scholarship recipients who attend either St. Dominic High School in O'Fallon, Missouri or St. Francis Borgia High School in Washington, Missouri, which are the schools listed specifically in the foundation agreement.
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LiquidationExplanationStmt/ExplanationTxt0The terms of the Foundation agreement stated that it was to terminate on the 20th anniversary of the death of the creator, Rita Kelly. That anniversary date was December 31, 2024. Upon that date, any remaining assets were to be distributed to Holy Rosary Catholic Church and School, located in Warrenton, Missouri.
OtherDecreasesSchedule/OtherDecreasesDetail/Amt026450
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0distribution of increase in valuation of assets
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0502
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Raymond James
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Carla A Langford
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/PhoneNum06365287001
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ReturnHeader/Filer/BusinessNameControlTxt0KELL
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ReturnHeader/PreparerPersonGrp/PhoneNum06365287001
ReturnHeader/PreparerPersonGrp/PreparationDt02025-06-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Carla A Langford
ReturnHeader/ReturnTs02025-06-09T07:41:51-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-09-01
ReturnHeader/TaxPeriodEndDt02025-08-31
ReturnHeader/TaxYr02024

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