Civic Intelligence

Kelly Foundation

990PF • Fiscal year 2018 • EIN 46-1625964

Jan 01, 2018 to Dec 31, 2018 • Filed on May 13, 2019

Organization Profile
1925 Enterprise CourtLibertyville, IL 60048

(847) 362-9800

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

94th percentile

70%

Higher net margin than 94% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

90th percentile

37%

Faster asset growth than 90% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

55th percentile

5.7%

Faster revenue growth than 55% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$2,248,219

Up $608,533 (+37%) from 2017

Net Assets

Up

$2,248,219

Up $608,533 (+37%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin94th percentile

Revenue

Up

$865,638

Up $46,397 (+5.7%) from 2017

Expenses

Up

$257,105

Up $3,881 (+1.5%) from 2017

Net Income

Up

$608,533

Up $42,516 (+7.5%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth90th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2013: $1,045,696Liabilities 2013: $02013Assets 2014: $991,914Liabilities 2014: $0Net Assets 2014: $991,9142014Assets 2015: $930,174Liabilities 2015: $0Net Assets 2015: $930,1742015Assets 2016: $1,073,669Liabilities 2016: $0Net Assets 2016: $1,073,6692016Assets 2017: $1,639,686Liabilities 2017: $0Net Assets 2017: $1,639,6862017Assets 2018: $2,248,219Liabilities 2018: $0Net Assets 2018: $2,248,2192018Assets 2019: $2,980,152Liabilities 2019: $0Net Assets 2019: $2,980,1522019Assets 2020: $1,904,498Liabilities 2020: $0Net Assets 2020: $1,904,4982020Assets 2021: $2,098,434Liabilities 2021: $0Net Assets 2021: $2,098,4342021Assets 2022: $2,610,406Liabilities 2022: $0Net Assets 2022: $2,610,4062022Assets 2023: $3,207,583Liabilities 2023: $0Net Assets 2023: $3,207,5832023Assets 2024: $3,558,730Liabilities 2024: $0Net Assets 2024: $3,558,7302024

Highlighted filing

2018

Assets$2,248,219
Liabilities$0
Net Assets$2,248,219
Open 2018 Filing

Operations Trend

Revenue Growth55th percentile

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

$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2013: $800,446Expenses 2013: $154,758Net Income 2013: $645,6882013Revenue 2014: $155,248Expenses 2014: $209,030Net Income 2014: -$53,7822014Revenue 2015: $207,525Expenses 2015: $269,265Net Income 2015: -$61,7402015Revenue 2016: $403,617Expenses 2016: $260,122Net Income 2016: $143,4952016Revenue 2017: $819,241Expenses 2017: $253,224Net Income 2017: $566,0172017Revenue 2018: $865,638Expenses 2018: $257,105Net Income 2018: $608,5332018Revenue 2019: $968,057Expenses 2019: $236,124Net Income 2019: $731,9332019Revenue 2020: $400,071Expenses 2020: $1,475,725Net Income 2020: -$1,075,6542020Revenue 2021: $656,362Expenses 2021: $462,426Net Income 2021: $193,9362021Revenue 2022: $840,788Expenses 2022: $328,816Net Income 2022: $511,9722022Revenue 2023: $848,779Expenses 2023: $251,602Net Income 2023: $597,1772023Revenue 2024: $610,318Expenses 2024: $259,171Net Income 2024: $351,1472024

Highlighted filing

2018

Revenue$865,638
Expenses$257,105
Net Income$608,533
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 13, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAUL KELLYPresidentPT$0--
MICHELE KELLYSecretaryPT$0--
FREDERICK M LERNERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Kelly Foundation
EIN
46-1625964
In Care Of
% PAUL KELLY
Phone
8473629800
Address
1925 Enterprise Court, Libertyville, IL 60048

Signing Officer

Name
Paul Kelly
Title
Officer
Phone
8473629800
Signed
2019-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Miller Cooper & Co Ltd
Address
1751 Lake Cook Road Suite 400, Deerfield, IL 60015
Preparer
Joel B Polakow
Phone
8472055000
Raw XML Appendix351 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0PAUL KELLY
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01925 ENTERPRISE COURT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LIBERTYVILLE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd060048
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0PAUL KELLY
IRS990PF/StatementsRegardingActyGrp/PhoneNum08473629800
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0PAUL KELLY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0240820
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHED STATEMENT OF CONTRIBUTIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01925 ENTERPRISE COURT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LIBERTYVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd060048
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0240820
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/AppliedToCurrentYearAmt070505
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt070505
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0190564
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0211470
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0215710
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0158850
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0128110
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0128110
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0946909
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0170315
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0190564
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0211470
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0215710
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0158850
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0240820
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0170315
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01075019
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0904704
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Paul Kelly
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0727 Paradise Lane
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Libertyville
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0IL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd060048
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0800000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0800000
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0CONTRIBUTIONS RECEIVABLE - PK
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0800000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0800000
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt012228
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt012228
TaxesSchedule/TaxesDetail/Amt0270
TaxesSchedule/TaxesDetail/Amt130
TaxesSchedule/TaxesDetail/Amt257
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1STATE TAXES
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt030
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt157
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL KELLY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Officer
ReturnHeader/BusinessOfficerGrp/PhoneNum08473629800
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Kelly Foundation
ReturnHeader/Filer/BusinessNameControlTxt0KELL
ReturnHeader/Filer/EIN0461625964
ReturnHeader/Filer/InCareOfNm0% PAUL KELLY
ReturnHeader/Filer/PhoneNum08473629800
ReturnHeader/Filer/USAddress/AddressLine1Txt01925 Enterprise Court
ReturnHeader/Filer/USAddress/CityNm0Libertyville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060048
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0D30F5208194B598F1BBB7938379FE05EB02CE0D1
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D30F5208194B598F1BBB7938379FE05EB02CE0D1
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId015866820193185000003
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-11-14
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt012.230.173.98
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MILLER COOPER & CO LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01751 Lake Cook Road Suite 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Deerfield
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060015
ReturnHeader/PreparerPersonGrp/PhoneNum08472055000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Joel B Polakow
ReturnHeader/ReturnTs02019-11-14T13:06:53-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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
$2,248,219
Liabilities
$0
Net assets
$2,248,219
Revenue
$865,638
Expenses
$257,105
Net income
$608,533
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.56$0.00$3.56$0.61$0.26$0.35
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.21$0.00$3.21$0.85$0.25$0.60
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.61$0.00$2.61$0.84$0.33$0.51
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.10$0.00$2.10$0.66$0.46$0.19
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.90$0.00$1.90$0.40$1.48$1.08
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.98$0.00$2.98$0.97$0.24$0.73
2018Detailed filing. Detailed filing data is available for this year.$2.25$0.00$2.25$0.87$0.26$0.61
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.64$0.00$1.64$0.82$0.25$0.57
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.07$0.00$1.07$0.40$0.26$0.14
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.93$0.00$0.93$0.21$0.27$0.06
2014Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.16$0.21$0.05
2013Summary only. Only limited summary data is available for this year.$1.05$0.00$0.80$0.15$0.65