Civic Intelligence

Samuel B Kellett Sr Private Foundation

990PF • Fiscal year 2014 • EIN 46-4224346

Jan 01, 2014 to Dec 31, 2014 • Filed on Oct 22, 2015

Organization Profile
3450 Ridgewood Rd NWAtlanta, GA 30327

(404) 233-7281

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

27th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

95th percentile

79%

Higher net margin than 95% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

92nd percentile

43%

Faster asset growth than 92% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

5th percentile

-57%

Faster revenue growth than 5% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$1,443,244

Up $437,302 (+43%) from 2013

Net Assets

$1,443,244

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin95th percentile

Revenue

Down

$575,436

Down $758,834 (-57%) from 2013

Expenses

Up

$119,350

Up $99,350 (+497%) from 2013

Net Income

Down

$456,086

Down $858,184 (-65%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth92nd percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2012: $1Liabilities 2012: $02012Assets 2013: $1,005,942Liabilities 2013: $02013Assets 2014: $1,443,244Liabilities 2014: $0Net Assets 2014: $1,443,2442014Assets 2017: $2,635,899Liabilities 2017: $0Net Assets 2017: $2,635,8992017Assets 2018: $2,637,991Liabilities 2018: $02018Assets 2019: $2,736,104Liabilities 2019: $0Net Assets 2019: $2,736,1042019Assets 2020: $2,695,641Liabilities 2020: $0Net Assets 2020: $2,695,6412020Assets 2021: $2,992,617Liabilities 2021: $0Net Assets 2021: $2,992,6172021Assets 2022: $2,855,488Liabilities 2022: $1,000Net Assets 2022: $2,854,4882022Assets 2023: $2,984,334Liabilities 2023: $0Net Assets 2023: $2,984,3342023Assets 2024: $3,170,753Liabilities 2024: $0Net Assets 2024: $3,170,7532024

Highlighted filing

2014

Assets$1,443,244
Liabilities$0
Net Assets$1,443,244
Open 2014 Filing

Operations Trend

Revenue Growth5th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2012: $1Expenses 2012: $0Net Income 2012: $12012Revenue 2013: $1,334,270Expenses 2013: $20,000Net Income 2013: $1,314,2702013Revenue 2014: $575,436Expenses 2014: $119,350Net Income 2014: $456,0862014Revenue 2017: $471,843Expenses 2017: $168,603Net Income 2017: $303,2402017Revenue 2018: $206,747Expenses 2018: $204,655Net Income 2018: $2,0922018Revenue 2019: $356,063Expenses 2019: $146,250Net Income 2019: $209,8132019Revenue 2020: $125,940Expenses 2020: $166,403Net Income 2020: -$40,4632020Revenue 2021: $516,138Expenses 2021: $219,162Net Income 2021: $296,9762021Revenue 2022: $57,068Expenses 2022: $195,197Net Income 2022: -$138,1292022Revenue 2023: $239,197Expenses 2023: $109,351Net Income 2023: $129,8462023Revenue 2024: $394,690Expenses 2024: $193,303Net Income 2024: $201,3872024

Highlighted filing

2014

Revenue$575,436
Expenses$119,350
Net Income$456,086
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Oct 22, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SAMUEL B KELLETTPresident & CEO-$0--
Filing and Contact Details

Filer

Filer Name
Samuel B Kellett Sr
EIN
46-4224346
Phone
4042337281
Address
3450 RIDGEWOOD RD NW, ATLANTA, GA 30327

Signing Officer

Name
Samuel B Kellett
Title
President & CEO
Signed
2015-10-22
Discuss with paid preparer
Yes

Preparer

Firm
F Stephen Lambert PC
Address
2296 Henderson Mill Rd Ste 110, Atlanta, GA 30345-2739
Preparer
F Stephen Lambert
Phone
4705451060
Raw XML Appendix275 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/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2THE CLEVELAND CLINIC
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0MADISON
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IRS990ScheduleB/GeneralRuleInd0X
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OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt0101
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt14358
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT MANAGEMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0101
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt14358
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0101
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt14358
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0101
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt14358
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0178962
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0BOOK/TAX ADJUSTMENT
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0SAMUEL B KELLETT
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt012122 N STATE RD 53
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0MADISON
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0FL
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd032340
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt01208
TaxesSchedule/TaxesDetail/Amt01208
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt01208
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01208
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SAMUEL B KELLETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President & CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-10-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAMUEL B KELLETT SR
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PRIVATE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SAMU
ReturnHeader/Filer/EIN0464224346
ReturnHeader/Filer/PhoneNum04042337281
ReturnHeader/Filer/USAddress/AddressLine1Txt03450 RIDGEWOOD RD NW
ReturnHeader/Filer/USAddress/CityNm0ATLANTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030327
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0F Stephen Lambert PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02296 Henderson Mill Rd Ste 110
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Atlanta
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0303452739
ReturnHeader/PreparerPersonGrp/PhoneNum04705451060
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0F Stephen Lambert
ReturnHeader/ReturnTs02015-11-05T09:41:55-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,443,244
Liabilities
$0
Net assets
$1,443,244
Revenue
$575,436
Expenses
$119,350
Net income
$456,086
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.17$0.00$3.17$0.39$0.19$0.20
2023Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.24$0.11$0.13
2022Detailed filing. Detailed filing data is available for this year.$2.86$0.00$2.85$0.06$0.20$0.14
2021Detailed filing. Detailed filing data is available for this year.$2.99$0.00$2.99$0.52$0.22$0.30
2020Detailed filing. Detailed filing data is available for this year.$2.70$0.00$2.70$0.13$0.17$0.04
2019Detailed filing. Detailed filing data is available for this year.$2.74$0.00$2.74$0.36$0.15$0.21
2018Summary only. Only limited summary data is available for this year.$2.64$0.00$0.21$0.20$0.00
2017Detailed filing. Detailed filing data is available for this year.$2.64$0.00$2.64$0.47$0.17$0.30
2014Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.58$0.12$0.46
2013Summary only. Only limited summary data is available for this year.$1.01$0.00$1.33$0.02$1.31
2012Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00