Civic Intelligence

Kirkpatrick Foundation Inc.

990PF • Fiscal year 2013 • EIN 73-0701736

Jan 01, 2013 to Dec 31, 2013 • Filed on Jul 21, 2014

1001 W Wilshire Blvd Ste 20173116

(405) 608-0934

Siviq Scores

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

Liabilities / Assets

16th percentile

0.00x

Higher debt load relative to assets than 16% of similar nonprofits.

2013 filings • $25M-$50M nonprofits • Source year 2013

Liabilities / Revenue

27th percentile

0.03x

Higher debt load relative to revenue than 27% of similar nonprofits.

2013 filings • $25M-$50M nonprofits • Source year 2013

Net Margin

8th percentile

-41%

Higher net margin than 8% of similar nonprofits.

2013 filings • $25M-$50M nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

20th percentile

-2.0%

Faster asset growth than 20% of similar nonprofits.

2013 filings • $25M-$50M nonprofits • Annualized from 2012 to 2013

Revenue Growth

2nd percentile

-84%

Faster revenue growth than 2% of similar nonprofits.

2013 filings • $25M-$50M nonprofits • Annualized from 2012 to 2013

Assets

Down

$41,640,094

Down $830,403 (-2.0%) from 2012

Net Assets

$41,577,449

No earlier filing loaded for comparison.

Liabilities

Up

$62,645

Up $19,292 (+44%) from 2012

Revenue

Down

$2,228,208

Down $11,690,923 (-84%) from 2012

Expenses

Up

$3,141,473

Up $420,232 (+15%) from 2012

Net Income

Down

-$913,265

Down $12,111,155 (-108%) from 2012

Historical Trend

Balance Sheet Trend

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

$100M$50M$0Assets 2011: $31,270,479Liabilities 2011: $45,7752011Assets 2012: $42,470,497Liabilities 2012: $43,3532012Assets 2013: $41,640,094Liabilities 2013: $62,645Net Assets 2013: $41,577,4492013Assets 2014: $41,393,665Liabilities 2014: $1,310,074Net Assets 2014: $40,083,5912014Assets 2015: $41,261,822Liabilities 2015: $263,849Net Assets 2015: $40,997,9732015Assets 2016: $40,337,974Liabilities 2016: $120,355Net Assets 2016: $40,217,6192016Assets 2017: $68,856,057Liabilities 2017: $60,632Net Assets 2017: $68,795,4252017Assets 2018: $63,975,944Liabilities 2018: $81,343Net Assets 2018: $63,894,6012018Assets 2019: $75,446,402Liabilities 2019: $118,502Net Assets 2019: $75,327,9002019Assets 2020: $81,939,723Liabilities 2020: $22,187Net Assets 2020: $81,917,5362020Assets 2021: $95,805,264Liabilities 2021: $185,351Net Assets 2021: $95,619,9132021Assets 2022: $76,520,676Liabilities 2022: $204,555Net Assets 2022: $76,316,1212022Assets 2023: $86,518,278Liabilities 2023: $257,620Net Assets 2023: $86,260,6582023Assets 2024: $97,926,692Liabilities 2024: $1,061,807Net Assets 2024: $96,864,8852024

Highlighted filing

2013

Assets$41,640,094
Liabilities$62,645
Net Assets$41,577,449

Operations Trend

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

$15M$10M$5.0M$0-$5.0MRevenue 2011: $1,970,431Expenses 2011: $2,116,135Net Income 2011: -$145,7042011Revenue 2012: $13,919,131Expenses 2012: $2,721,241Net Income 2012: $11,197,8902012Revenue 2013: $2,228,208Expenses 2013: $3,141,473Net Income 2013: -$913,2652013Revenue 2014: $2,155,574Expenses 2014: $3,178,665Net Income 2014: -$1,023,0912014Revenue 2015: $3,717,405Expenses 2015: $3,477,146Net Income 2015: $240,2592015Revenue 2016: $2,576,975Expenses 2016: $3,368,835Net Income 2016: -$791,8602016Revenue 2017: $3,743,837Expenses 2017: $3,624,103Net Income 2017: $119,7342017Revenue 2018: $5,512,433Expenses 2018: $4,044,459Net Income 2018: $1,467,9742018Revenue 2019: $2,919,349Expenses 2019: $3,706,336Net Income 2019: -$786,9872019Revenue 2020: $3,367,452Expenses 2020: $4,111,558Net Income 2020: -$744,1062020Revenue 2021: $4,053,444Expenses 2021: $4,855,665Net Income 2021: -$802,2212021Revenue 2022: $3,823,215Expenses 2022: $4,211,178Net Income 2022: -$387,9632022Revenue 2023: $5,462,234Expenses 2023: $4,854,181Net Income 2023: $608,0532023Revenue 2024: $2,763,644Expenses 2024: $4,966,877Net Income 2024: -$2,203,2332024

Highlighted filing

2013

Revenue$2,228,208
Expenses$3,141,473
Net Income-$913,265
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Jul 21, 2014
Return Version
2013v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LOUISA MCCUNE-ELMORESecretaryFT$114,790$23,153$137,943
PAULETTE BLACKEx-OfficioFT$79,810$11,463$91,273
CHRISTIAN K KEESEEChairman-$0--
ROBERT CLEMENTSPresident-$0--
MISCHA GORKUSCHATrustee-$0--
DR JOE HOWELLTrustee-$0--
DR ANNE H MORGANTrustee-$0--
DAVID E RAINBOLTTreasurer-$0--
GEORGE RECORDSTrustee-$0--
MARK ROBERTSONTrustee-$0--
MEG SALYERTrustee-$0--
LAURA WARRINERTrustee-$0--
LIZ EICKMANTrustee-$0--
JEANNE HOFFMAN SMITHTrustee-$0--
REBECCA LOVE MCCUBBINV. President-$0--
MAX WEITZENHOFFERTrustee-$0--
Filing and Contact Details

Filer

EIN
73-0701736
Phone
4056080934

Signing Officer

Name
Christian K Keesee
Title
Chairman
Phone
4056080934
Signed
2014-07-21

Preparer

Preparer
Terry Boehrer
Phone
4052397961
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt60478860
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt61301200
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt62294840
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt63487444
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt64402080
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt65385900
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt66207405
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt67390980
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt68378050
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6985680
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt70145650
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt71323200
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt72120690
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt73320340
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7454649
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7524144
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ABBOTT LABS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ACCENTURE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2AECOM TECHNOLOGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3AFFILIATED MANAGERS GROUP INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4APPLE COMPUTER INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5AT&T INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6CARMAX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8CHICAGO BRDG & IRON CO.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9CME GROUP INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10CISCO SYS INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11COACH INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12COMCAST CORP CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13COVIDIEN PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14DIAGEO PLC SPONS ADR NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15DISNEY WALT. CO.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16E I DU PONT DE NEMOURS & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17EMERSON ELECTRIC CO.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18EXELON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19EXELIS INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20EXPRESS SCRIPTS HOLDING CO.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21FISERV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22GENERAL ELEC CO.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23GENERAL MILLS INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24GOLDMAN SACHS GROUP INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25GOOGLE INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26IHS INC. CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27ILLINOIS TOOL WKS INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29INTERNATIONAL BUSINESS MACHS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30INTUIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31INTUITIVE SURGICAL INC. NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32IRON MTN INC. PA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33ISHARE TR MSCI EMERGING MKTS INDX FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34ISHARES TR MSCI EAFE INDEX FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35ISHAREES TR RUSSELL 2000 INDEX FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37JP MORGAN CHASE & CO.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38KINDER MORGAN MGMT LLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39KINDER MORGAN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40KRAFT FOODS INC. A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41MEDTRONIC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43MONDELEZ INTERNATIONAL INC-A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44MSCI INC-A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45NETSUITE INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47NOBLE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48ORACLE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49PAYCHEX INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52PROCTER & GAMBLE CO.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53PROLOGIS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54PUBLIC SVC ENTERPRISE GROUP INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55QUALCOMM INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56SCHLUMBERGER LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57STERICYCLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58T ROWE PRICE GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59TEVA PHARMACEUTICAL INDS LTD ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60TRIMBLE NAVIGATION LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61UNITEDHEALTH GROUP, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63VODAFONE GROUP PLC SPONS ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64WALGREEN CO.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65WELLS FARGO & CO NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66WISDOMTREE TRUST EMG MKTS SMCAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67XYLEM INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68YUM BRANDS INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69ERICSSON LM TEL-SP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70ISHARES TR MSCI MIN VOLATILITY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71US BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72UNILEVER NV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73GLAXOSMITHKLINE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74FACEBOOK INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75MALLINCKRODT PLC
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InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt0266
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt0MINERAL ROYALTIES
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt07350
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt014700
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0559009
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt017219
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0194600
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0132566
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt011103
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0723276
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0723276
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-913265
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt05291658
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0337862
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0337862
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt01114
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt01114
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt02228
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0559009
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01783651
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt04400
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt04401
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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$97.9$1.06$96.9$2.76$4.97$2.20
2023Detailed filing. Detailed filing data is available for this year.$86.5$0.26$86.3$5.46$4.85$0.61
2022Detailed filing. Detailed filing data is available for this year.$76.5$0.20$76.3$3.82$4.21$0.39
2021Detailed filing. Detailed filing data is available for this year.$95.8$0.19$95.6$4.05$4.86$0.80
2020Detailed filing. Detailed filing data is available for this year.$81.9$0.02$81.9$3.37$4.11$0.74
2019Detailed filing. Detailed filing data is available for this year.$75.4$0.12$75.3$2.92$3.71$0.79
2018Detailed filing. Detailed filing data is available for this year.$64.0$0.08$63.9$5.51$4.04$1.47
2017Detailed filing. Detailed filing data is available for this year.$68.9$0.06$68.8$3.74$3.62$0.12
2016Detailed filing. Detailed filing data is available for this year.$40.3$0.12$40.2$2.58$3.37$0.79
2015Detailed filing. Detailed filing data is available for this year.$41.3$0.26$41.0$3.72$3.48$0.24
2014Detailed filing. Detailed filing data is available for this year.$41.4$1.31$40.1$2.16$3.18$1.02
2013Detailed filing. Detailed filing data is available for this year.$41.6$0.06$41.6$2.23$3.14$0.91
2012Summary only. Only limited summary data is available for this year.$42.5$0.04$13.9$2.72$11.2
2011Summary only. Only limited summary data is available for this year.$31.3$0.05$1.97$2.12$0.15