Civic Intelligence

Sandra Walsh Kelley Foundation Inc.

990EZ • Fiscal year 2014 • EIN 46-1124846

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 12, 2015

Organization Profilewww.sandrawalshkelleyfoundation.org
PO Box 565Amherst, MA 01004

(413) 588-7785

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

3rd percentile

-142%

Higher net margin than 3% 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

4th percentile

-76%

Faster asset growth than 4% of similar nonprofits.

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

Revenue Growth

12th percentile

-39%

Faster revenue growth than 12% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$2,213

Down $7,094 (-76%) from 2013

Net Assets

$2,213

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin3rd percentile

Revenue

Down

$5,013

Down $3,267 (-39%) from 2013

Expenses

Up

$12,107

Up $9,473 (+360%) from 2013

Net Income

Down

-$7,094

Down $12,740 (-226%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth4th percentile

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

$15K$10K$5.0K$0Assets 2012: $3,661Liabilities 2012: $02012Assets 2013: $9,307Liabilities 2013: $02013Assets 2014: $2,213Liabilities 2014: $0Net Assets 2014: $2,2132014Assets 2015: $2,213Liabilities 2015: $0Net Assets 2015: $2,2132015Assets 2016: $4,544Liabilities 2016: $0Net Assets 2016: $4,5442016Assets 2017: $2,032Liabilities 2017: $0Net Assets 2017: $2,0322017Assets 2018: $4,607Liabilities 2018: $0Net Assets 2018: $4,6072018Assets 2019: $6,743Liabilities 2019: $0Net Assets 2019: $6,7432019Assets 2020: $7,068Liabilities 2020: $0Net Assets 2020: $7,0682020Assets 2021: $6,892Liabilities 2021: $0Net Assets 2021: $6,8922021Assets 2022: $9,360Liabilities 2022: $0Net Assets 2022: $9,3602022Assets 2023: $10,420Liabilities 2023: $0Net Assets 2023: $10,4202023Assets 2024: $9,159Net Assets 2024: $9,1592024

Highlighted filing

2014

Assets$2,213
Liabilities$0
Net Assets$2,213
Open 2014 Filing

Operations Trend

Revenue Growth12th percentile

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

$15K$10K$5.0K$0-$5.0K-$10KRevenue 2012: $2,085Expenses 2012: $4,485Net Income 2012: -$2,4002012Revenue 2013: $8,280Expenses 2013: $2,634Net Income 2013: $5,6462013Revenue 2014: $5,013Expenses 2014: $12,107Net Income 2014: -$7,0942014Revenue 2015: $4,500Expenses 2015: $4,500Net Income 2015: $02015Revenue 2016: $0Expenses 2016: $0Net Income 2016: $02016Revenue 2017: $4,738Expenses 2017: $7,250Net Income 2017: -$2,5122017Revenue 2018: $4,575Expenses 2018: $2,000Net Income 2018: $2,5752018Revenue 2019: $3,641Expenses 2019: $1,505Net Income 2019: $2,1362019Revenue 2020: $475Expenses 2020: $150Net Income 2020: $3252020Revenue 2021: $0Expenses 2021: $176Net Income 2021: -$1762021Revenue 2022: $4,008Expenses 2022: $1,540Net Income 2022: $2,4682022Revenue 2023: $2,790Expenses 2023: $1,730Net Income 2023: $1,0602023Expenses 2024: $1,2612024

Highlighted filing

2014

Revenue$5,013
Expenses$12,107
Net Income-$7,094
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 12, 2015
Return Version
2014v5.0
Gross Receipts
$10,405
Mission and Program Overview

Mission

To promote medical treatment for depression.

Program Services

DescriptionGrantsExpenses
TO AID IN PROMOTING THE TREATMENT AND RESEARCH FOR PROGRAMS SUCH AS DEPRESSION AND ANXIETY WHICH FOCUSES ON IMPROVING THE LIVES OF THOSE AFFECTED WITH THESE AND SIMILAR ILLNESSES.$8,000$8,500
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHERINE P KELLEYPresident-$0--
SUSAN W HAHNClerk-$0--
JONATHAN W HAHNDirector-$0--
Filing and Contact Details

Filer

Filer Name
Sandra Walsh Kelley Foundation Inc
EIN
46-1124846
Phone
4135887785
Address
PO BOX 565, AMHERST, MA 01004

Signing Officer

Name
Katherine P Kelley
Title
President
Signed
2015-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Private Client Services Group LLC
Address
23 COLLEGE STREET STE 7, SOUTH HADLEY, MA 01075
Preparer
P Timothy Mcmahon CPA Mst
Phone
4135361111
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10

“Charitable contributions, grants, scholarships and similar amounts paid see statement attached.”

Raw XML Appendix123 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0KATHERINE P KELLEY
IRS990EZ/BooksInCareOfDetail/PhoneNum02123843766
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt016 HOWES BROOK ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MARSHFIELD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd002050
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt09307
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt02213
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02470
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-7094
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01856
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt09307
IRS990EZ/Form990TotalAssetsGrp/EOYAmt02213
IRS990EZ/FundraisingGrossIncomeAmt07935
IRS990EZ/GrantsAndSimilarAmountsPaidAmt08500
IRS990EZ/GrossReceiptsAmt010405
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt09307
IRS990EZ/NetAssetsOrFundBalancesEOYAmt02213
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt09307
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt02213
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KATHERINE P KELLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SUSAN W HAHN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JONATHAN W HAHN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CLERK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE MEDICAL TREATMENT FOR DEPRESSION.
IRS990EZ/PrintingPublicationsPostageAmt01751
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO AID IN PROMOTING THE TREATMENT AND RESEARCH FOR PROGRAMS SUCH AS DEPRESSION AND ANXIETY WHICH FOCUSES ON IMPROVING THE LIVES OF THOSE AFFECTED WITH THESE AND SIMILAR ILLNESSES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt08000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt08500
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt05392
IRS990EZ/SpecialEventsNetIncomeLossAmt02543
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt012107
IRS990EZ/TotalProgramServiceExpensesAmt08500
IRS990EZ/TotalRevenueAmt05013
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.sandrawalshkelleyfoundation.org
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt010405
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt013045
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt05575
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt06510
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt04355
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt039890
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt039890
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt010405
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt013045
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt05575
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt06510
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt04355
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt039890
IRS990ScheduleA/TotalSupportAmt039890
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CHARITABLE CONTRIBUTIONS, GRANTS, SCHOLARSHIPS AND SIMILAR AMOUNTS PAID SEE STATEMENT ATTACHED.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHERINE P KELLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SANDRA WALSH KELLEY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0SAND
ReturnHeader/Filer/EIN0461124846
ReturnHeader/Filer/PhoneNum04135887785
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 565
ReturnHeader/Filer/USAddress/CityNm0AMHERST
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001004
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PRIVATE CLIENT SERVICES GROUP LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt023 COLLEGE STREET STE 7
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SOUTH HADLEY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001075
ReturnHeader/PreparerPersonGrp/PhoneNum04135361111
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0P TIMOTHY MCMAHON CPA MST
ReturnHeader/ReturnTs02015-11-12T03:33:28-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,213
Liabilities
$0
Net assets
$2,213
Revenue
$5,013
Expenses
$12,107
Net income
-$7,094
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.16$9.16$1.26
2023Detailed filing. Detailed filing data is available for this year.$10.4$0.00$10.4$2.79$1.73$1.06
2022Detailed filing. Detailed filing data is available for this year.$9.36$0.00$9.36$4.01$1.54$2.47
2021Detailed filing. Detailed filing data is available for this year.$6.89$0.00$6.89$0.00$0.18$0.18
2020Detailed filing. Detailed filing data is available for this year.$7.07$0.00$7.07$0.48$0.15$0.33
2019Detailed filing. Detailed filing data is available for this year.$6.74$0.00$6.74$3.64$1.51$2.14
2018Detailed filing. Detailed filing data is available for this year.$4.61$0.00$4.61$4.58$2.00$2.58
2017Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$4.74$7.25$2.51
2016Detailed filing. Detailed filing data is available for this year.$4.54$0.00$4.54$0.00$0.00$0.00
2015Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$4.50$4.50$0.00
2014Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$5.01$12.1$7.09
2013Summary only. Only limited summary data is available for this year.$9.31$0.00$8.28$2.63$5.65
2012Summary only. Only limited summary data is available for this year.$3.66$0.00$2.09$4.49$2.40