Civic Intelligence

Kelly Foundation

990PF • Fiscal year 2024 • EIN 46-1625964

Jan 01, 2024 to Dec 31, 2024 • Filed on May 15, 2025

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

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Net Margin

90th percentile

58%

Higher net margin than 90% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

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.

2024 filings • $1M-$5M nonprofits • Source year 2024

Asset Growth

70th percentile

11%

Faster asset growth than 70% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

11th percentile

-28%

Faster revenue growth than 11% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$3,558,730

Up $351,147 (+11%) from 2023

Net Assets

Up

$3,558,730

Up $351,147 (+11%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin90th percentile

Revenue

Down

$610,318

Down $238,461 (-28%) from 2023

Expenses

Up

$259,171

Up $7,569 (+3.0%) from 2023

Net Income

Down

$351,147

Down $246,030 (-41%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth70th 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

2024

Assets$3,558,730
Liabilities$0
Net Assets$3,558,730
Open 2024 Filing

Operations Trend

Revenue Growth11th 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

2024

Revenue$610,318
Expenses$259,171
Net Income$351,147
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 15, 2025
Return Version
2024v5.1
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
2025-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Miller Cooper & Co Ltd
Address
1751 Lake Cook Road Suite 400, Deerfield, IL 60015
Preparer
Robin Bartolo
Phone
8472055000
Raw XML Appendix284 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/PersonNm1MICHELE KELLY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2FREDERICK M LERNER
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0101244
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02096706
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt078467
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0108813
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0212034
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0354262
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01343130
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02022
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0229020
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt078467
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02197950
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02119483
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Paul Kelly
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0953 18th Avenue South
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Naples
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd034102
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0400000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0800000
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0CONTRIBUTIONS RECEIVABLE - PK
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0400000
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt025113
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025113
TaxesSchedule/TaxesDetail/Amt0528
TaxesSchedule/TaxesDetail/Amt130
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1STATE TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt030
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Paul Kelly
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Officer
ReturnHeader/BusinessOfficerGrp/PhoneNum08473629800
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-15
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/IRSResponsiblePrtyInfoCurrInd0true
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/PreparerPersonNm0Robin Bartolo
ReturnHeader/ReturnTs02025-05-09T09:51:19-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,558,730
Liabilities
$0
Net assets
$3,558,730
Revenue
$610,318
Expenses
$259,171
Net income
$351,147
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$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
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