Civic Intelligence

Kelly Foundation

990PF • Fiscal year 2021 • EIN 46-1625964

Jan 01, 2021 to Dec 31, 2021 • Filed on May 16, 2022

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

31st percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

69th percentile

30%

Higher net margin than 69% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

57th percentile

10%

Faster asset growth than 57% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

76th percentile

64%

Faster revenue growth than 76% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$2,098,434

Up $193,936 (+10%) from 2020

Net Assets

Up

$2,098,434

Up $193,936 (+10%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin69th percentile

Revenue

Up

$656,362

Up $256,291 (+64%) from 2020

Expenses

Down

$462,426

Down $1,013,299 (-69%) from 2020

Net Income

Up

$193,936

Up $1,269,590 (+118%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth57th 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

2021

Assets$2,098,434
Liabilities$0
Net Assets$2,098,434
Open 2021 Filing

Operations Trend

Revenue Growth76th 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

2021

Revenue$656,362
Expenses$462,426
Net Income$193,936
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 16, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay46th 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
2022-05-16
Discuss with paid preparer
Yes

Preparer

Firm
Miller Cooper & Co Ltd
Address
1751 Lake Cook Road Suite 400, Deerfield, IL 60015
Phone
8472055000
Raw XML Appendix309 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/StatementsRegardingActyGrp/PhoneNum08473629800
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0443917
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/TotalGrantOrContriPdDurYrAmt0443917
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/AppliedToCurrentYearAmt089655
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt089655
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01343130
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0101244
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0170315
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0190564
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0211470
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0211470
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02159515
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0354262
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01343130
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0101244
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0170315
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0190564
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0443917
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0354262
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02370985
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02016723
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/TotalContributionsAmt0500000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0400000
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0CONTRIBUTIONS RECEIVABLE - PK
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0500000
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt012587
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt012587
TaxesSchedule/TaxesDetail/Amt0407
TaxesSchedule/TaxesDetail/Amt115
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1STATE TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt015
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Paul Kelly
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Officer
ReturnHeader/BusinessOfficerGrp/PhoneNum08473629800
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-16
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/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/ReturnTs02022-05-16T17:00:34-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Paul
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Kelly
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,098,434
Liabilities
$0
Net assets
$2,098,434
Revenue
$656,362
Expenses
$462,426
Net income
$193,936
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
2021Detailed filing. Detailed filing data is available for this year.$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
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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