Civic Intelligence

Kaul Foundation Inc.

990PF • Fiscal year 2022 • EIN 47-2028290

Dec 01, 2021 to Nov 30, 2022 • Filed on Apr 12, 2023

Organization Profile
3203 W Cypress StTampa, FL 33607

(813) 258-2335

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

Higher debt load relative to assets than 24% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

21st percentile

0.00x

Higher debt load relative to revenue than 21% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Source year 2022

Net Margin

77th percentile

30%

Higher net margin than 77% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

34th percentile

$7,500

Higher top officer pay than 34% of similar nonprofits.

Top officer pay equals 0.9% of source-year revenue.

2022 filings • $5M-$10M nonprofits • Source year 2022

Asset Growth

62nd percentile

3.4%

Faster asset growth than 62% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

88th percentile

68%

Faster revenue growth than 88% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$7,845,533

Up $261,072 (+3.4%) from 2021

Net Assets

Up

$7,845,533

Up $261,072 (+3.4%) from 2021

Liabilities

Flat

$1

Flat from 2021

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin77th percentile

Revenue

Up

$831,137

Up $335,432 (+68%) from 2021

Expenses

Up

$582,155

Up $58,805 (+11%) from 2021

Net Income

Up

$248,982

Up $276,627 (+1001%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

$10M$5.0M$0Assets 2015: $7,574,734Liabilities 2015: $02015Assets 2016: $7,398,063Liabilities 2016: $0Net Assets 2016: $7,398,0632016Assets 2017: $7,336,224Liabilities 2017: $0Net Assets 2017: $7,336,2242017Assets 2018: $7,336,779Liabilities 2018: $0Net Assets 2018: $7,336,7792018Assets 2019: $7,759,290Liabilities 2019: $1Net Assets 2019: $7,759,2902019Assets 2020: $7,587,904Liabilities 2020: $1Net Assets 2020: $7,587,9042020Assets 2021: $7,584,461Liabilities 2021: $1Net Assets 2021: $7,584,4612021Assets 2022: $7,845,533Liabilities 2022: $1Net Assets 2022: $7,845,5332022Assets 2023: $8,419,191Liabilities 2023: $1Net Assets 2023: $8,419,1912023Assets 2024: $8,288,936Liabilities 2024: $0Net Assets 2024: $8,288,9362024

Highlighted filing

2022

Assets$7,845,533
Liabilities$1
Net Assets$7,845,533
Open 2022 Filing

Operations Trend

Revenue Growth88th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2015: $1Expenses 2015: $0Net Income 2015: $12015Revenue 2016: $268,311Expenses 2016: $444,982Net Income 2016: -$176,6712016Revenue 2017: $345,132Expenses 2017: $406,971Net Income 2017: -$61,8392017Revenue 2018: $476,098Expenses 2018: $475,543Net Income 2018: $5552018Revenue 2019: $899,557Expenses 2019: $477,048Net Income 2019: $422,5092019Revenue 2020: $288,053Expenses 2020: $459,439Net Income 2020: -$171,3862020Revenue 2021: $495,705Expenses 2021: $523,350Net Income 2021: -$27,6452021Revenue 2022: $831,137Expenses 2022: $582,155Net Income 2022: $248,9822022Revenue 2023: $1,064,016Expenses 2023: $499,743Net Income 2023: $564,2732023Revenue 2024: $323,939Expenses 2024: $591,102Net Income 2024: -$267,1632024

Highlighted filing

2022

Revenue$831,137
Expenses$582,155
Net Income$248,982
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2021 to Nov 30, 2022
Signed
Apr 12, 2023
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay34th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
William SmalleyDirector TrusteePT$7,500-$7,500
William PoeDirectorPT$7,500-$7,500
Victor W HolcombSecretaryPT$0--
John HolcombPresidentPT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-Education achievment Public welfarePCTampa, FL, US$510,000
Filing and Contact Details

Filer

Filer Name
Kaul Foundation Inc
EIN
47-2028290
Address
3203 W Cypress St, Tampa, FL 33607

Signing Officer

Name
Victor W Holcomb
Title
Trustee
Phone
8132582335
Signed
2023-04-12
Discuss with paid preparer
Yes

Preparer

Firm
Jeffrey D Walker CPA PA
Address
3805 S Westshore Blvd, Tampa, FL 33611
Preparer
Jeffrey Walker
Phone
8135056908
Raw XML Appendix291 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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CompensationExplanation/CompensationExplanationGrp/PersonNm1William Poe
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0Trustee Fees
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt1Director Fees
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0BNY Securities
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0BNY Mellon
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Victor W Holcomb
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1John Holcomb
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2William Smalley
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3William Poe
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IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0510000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Education achievment Public welfare
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0See Schedule attached
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt03203 Cyress St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Tampa
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd033607
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0510000
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/AppliedToCurrentYearAmt029468
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0495532
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0467032
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0525000
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0437564
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0495532
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Asset Mgmt Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Foreign Taxes
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Federal Excise Tax
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt046109
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt14951
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt046109
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt14951
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt26095
OtherIncreasesSchedule/OtherIncreasesDetail/Amt012090
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Book to Tax basis adj
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Victor W Holcomb
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum08132582335
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-04-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Kaul Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0KAUL
ReturnHeader/Filer/EIN0472028290
ReturnHeader/Filer/USAddress/AddressLine1Txt03203 W Cypress St
ReturnHeader/Filer/USAddress/CityNm0Tampa
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033607
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0593757352
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Jeffrey D Walker CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03805 S Westshore Blvd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Tampa
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033611
ReturnHeader/PreparerPersonGrp/PhoneNum08135056908
ReturnHeader/PreparerPersonGrp/PreparationDt02023-08-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey Walker
ReturnHeader/ReturnTs02023-08-02T13:44:09-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Victor W
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Holcomb
ReturnHeader/TaxPeriodBeginDt02021-12-01
ReturnHeader/TaxPeriodEndDt02022-11-30
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,845,533
Liabilities
$1
Net assets
$7,845,533
Revenue
$831,137
Expenses
$582,155
Net income
$248,982
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.29$0.00$8.29$0.32$0.59$0.27
2023Detailed filing. Detailed filing data is available for this year.$8.42$0.00$8.42$1.06$0.50$0.56
2022Detailed filing. Detailed filing data is available for this year.$7.85$0.00$7.85$0.83$0.58$0.25
2021Detailed filing. Detailed filing data is available for this year.$7.58$0.00$7.58$0.50$0.52$0.03
2020Detailed filing. Detailed filing data is available for this year.$7.59$0.00$7.59$0.29$0.46$0.17
2019Detailed filing. Detailed filing data is available for this year.$7.76$0.00$7.76$0.90$0.48$0.42
2018Detailed filing. Detailed filing data is available for this year.$7.34$0.00$7.34$0.48$0.48$0.00
2017Detailed filing. Detailed filing data is available for this year.$7.34$0.00$7.34$0.35$0.41$0.06
2016Detailed filing. Detailed filing data is available for this year.$7.40$0.00$7.40$0.27$0.44$0.18
2015Summary only. Only limited summary data is available for this year.$7.57$0.00$0.00$0.00$0.00