Civic Intelligence

Robert S & Grayce B Kerr Foundation Inc.

990PF • Fiscal year 2016 • EIN 73-1256123

Jan 01, 2016 to Dec 31, 2016 • Filed on Sep 30, 2017

Organization Profile
PO Box 1750Wilson, WY 83014

(307) 733-4798

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

Higher debt load relative to assets than 15% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

18th percentile

0.02x

Higher debt load relative to revenue than 18% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Source year 2016

Net Margin

3rd percentile

-221%

Higher net margin than 3% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

33rd percentile

$102,292

Higher top officer pay than 33% of similar nonprofits.

Top officer pay equals 15.8% of source-year revenue.

2016 filings • $10M-$25M nonprofits • Source year 2016

Asset Growth

20th percentile

-4.2%

Faster asset growth than 20% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

8th percentile

-45%

Faster revenue growth than 8% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$21,085,733

Down $932,336 (-4.2%) from 2015

Net Assets

Down

$21,075,733

Down $942,336 (-4.3%) from 2015

Liabilities

Up

$10,000

Up $10,000 from 2015

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin3rd percentile

Revenue

Down

$649,274

Down $534,858 (-45%) from 2015

Expenses

Up

$2,086,717

Up $132,807 (+6.8%) from 2015

Net Income

Down

-$1,437,443

Down $667,665 (-87%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

$30M$20M$10M$0Assets 2011: $24,761,632Liabilities 2011: $51,7992011Assets 2012: $24,129,685Liabilities 2012: $41,5052012Assets 2013: $23,073,290Liabilities 2013: $1,3942013Assets 2014: $22,482,779Liabilities 2014: $02014Assets 2015: $22,018,069Liabilities 2015: $0Net Assets 2015: $22,018,0692015Assets 2016: $21,085,733Liabilities 2016: $10,000Net Assets 2016: $21,075,7332016Assets 2017: $19,783,663Liabilities 2017: $412Net Assets 2017: $19,783,2512017Assets 2018: $19,510,095Liabilities 2018: $0Net Assets 2018: $19,510,0952018Assets 2019: $18,894,360Liabilities 2019: $0Net Assets 2019: $18,894,3602019Assets 2020: $18,336,861Liabilities 2020: $0Net Assets 2020: $18,336,8612020Assets 2021: $19,234,723Liabilities 2021: $0Net Assets 2021: $19,234,7232021Assets 2022: $19,876,921Liabilities 2022: $0Net Assets 2022: $19,876,9212022Assets 2023: $19,752,974Liabilities 2023: $0Net Assets 2023: $19,752,9742023Assets 2024: $22,863,266Liabilities 2024: $0Net Assets 2024: $22,863,2662024

Highlighted filing

2016

Assets$21,085,733
Liabilities$10,000
Net Assets$21,075,733
Open 2016 Filing

Operations Trend

Revenue Growth8th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $1,312,761Expenses 2011: $2,434,748Net Income 2011: -$1,121,9872011Revenue 2012: $1,208,004Expenses 2012: $2,050,780Net Income 2012: -$842,7762012Revenue 2013: $572,471Expenses 2013: $1,976,882Net Income 2013: -$1,404,4112013Revenue 2014: $652,948Expenses 2014: $1,769,636Net Income 2014: -$1,116,6882014Revenue 2015: $1,184,132Expenses 2015: $1,953,910Net Income 2015: -$769,7782015Revenue 2016: $649,274Expenses 2016: $2,086,717Net Income 2016: -$1,437,4432016Revenue 2017: $646,736Expenses 2017: $1,956,521Net Income 2017: -$1,309,7852017Revenue 2018: $1,106,018Expenses 2018: $1,879,436Net Income 2018: -$773,4182018Revenue 2019: $801,098Expenses 2019: $1,660,360Net Income 2019: -$859,2622019Revenue 2020: $864,453Expenses 2020: $1,911,327Net Income 2020: -$1,046,8742020Revenue 2021: $2,069,941Expenses 2021: $1,731,500Net Income 2021: $338,4412021Revenue 2022: $1,950,712Expenses 2022: $2,098,860Net Income 2022: -$148,1482022Revenue 2023: $1,071,264Expenses 2023: $1,998,244Net Income 2023: -$926,9802023Revenue 2024: $4,514,224Expenses 2024: $1,524,164Net Income 2024: $2,990,0602024

Highlighted filing

2016

Revenue$649,274
Expenses$2,086,717
Net Income-$1,437,443
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Sep 30, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KAVAR KERRPresident-$75,000$27,292$102,292
MARA KERRSecretary/Tr-$50,000$13,110$63,110
JOARTHUR G KERRVice Chair-$0--
WILLIAM G KERRChairman-$0--
Filing and Contact Details

Filer

Filer Name
Robert S & Grayce B Kerr Foundation
EIN
73-1256123
Phone
3077334798
Address
PO BOX 1750, WILSON, WY 83014

Signing Officer

Name
William G Kerr
Title
Chairman
Phone
3077334798
Signed
2017-09-30
Discuss with paid preparer
Yes

Preparer

Firm
Sorensen & Flanagan LLC
Address
PO BOX 1845, JACKSON, WY 83001
Preparer
James T Sorensen CPA
Phone
3077333938
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DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc13VALTON BRONZE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc14MIEDUCH SKETCH
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc15SEABECK PORTRAIT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc16DOHENY YOSEMITE OIL
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc17OFFICE EQUIPMENT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc18OFFICE EQUIPMENT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc19OFFICE EQUIPMENT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc20PANASONIC 2 LINE PHONE SYS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc21FULLY DEPRECIATED
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc22HP LASERJET IV
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc23MICROEDGE SOFTWARE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc241/2 PENTIUM COMP
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc251/2 CANON COPIER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc261/2 LAPTOP
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc271/2 PRINTER FOR LAPTOP
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc28TELE SYSTEM W/3 PHONES
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc291/2 DELL LAPTOP
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc301/2 OFFICE REFRIGERATOR
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc311/2 DELL LAPTOP
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc32IMAC
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc331/2 IBM LAPTOP
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc34MICROSOFT OFFICE FOR MAC
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc35CONFERENCE CALL PHONE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc36DELL DESKTOP & MONITOR
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc37CONNECTING POINT LAPTOP
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc38DELL DESKTOP & MONITOR
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc391/2 GATEWAY DESKTOP
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc40MACBOOK PRO
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc41DELL COMPUTER & 2 MONITORS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc42OFFICE IMPROVEMENTS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc43OFFICE IMPROVEMENTS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc44OFFICE IMPROVEMENTS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc45OFFICE IMPROVEMENTS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc46OFFICE IMPROVEMENTS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc47OFFICE IMPROVEMENTS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc48MACBOOK PRO
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AccumulatedDepreciationAmt01152
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt02012-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0MACBOOK PRO
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt01646
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02016-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt0-494
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0BONDS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0770990
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0774095
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt06715444
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt011471259
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0CORPORATE STOCK
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0874698
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0874606
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt011088070
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ARTWORK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1AEU FF, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2AEW FF, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt020891309
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0285634
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0373077
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0-494
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0379
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd0211110
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd1211110
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0AEU FF, LLC - UBTI
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1AEW FF, LLC - UBTI
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt0-2566
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt1-6756
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0659090
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0-494
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt0-9322
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0649274
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt02693
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01447
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt04140
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0373077
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0125000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0125000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01690460
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01690460
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt01610
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0285634
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0285634
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-1437443
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01402590
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0372
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0379
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt0721
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0721
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0372583
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0535333
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt01010
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt01010
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt040303
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt022088
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt062391
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt03789
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt07628
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt011635
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0-9322
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0189
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt076847
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt077036
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt060016
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt014050
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt074066
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt012928
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01690
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt031618
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01944139
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0123750
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt02086717
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0659083
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0649274
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0253679
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0123750
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0396257
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt07030
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt07030
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01029513
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0332066
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0332066
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01361579
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SEE SCHEDULE ATTACHED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0373077
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-1437443
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt019799

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,085,733
Liabilities
$10,000
Net assets
$21,075,733
Revenue
$649,274
Expenses
$2,086,717
Net income
-$1,437,443
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$22.9$0.00$22.9$4.51$1.52$2.99
2023Detailed filing. Detailed filing data is available for this year.$19.8$0.00$19.8$1.07$2.00$0.93
2022Detailed filing. Detailed filing data is available for this year.$19.9$0.00$19.9$1.95$2.10$0.15
2021Detailed filing. Detailed filing data is available for this year.$19.2$0.00$19.2$2.07$1.73$0.34
2020Detailed filing. Detailed filing data is available for this year.$18.3$0.00$18.3$0.86$1.91$1.05
2019Detailed filing. Detailed filing data is available for this year.$18.9$0.00$18.9$0.80$1.66$0.86
2018Detailed filing. Detailed filing data is available for this year.$19.5$0.00$19.5$1.11$1.88$0.77
2017Detailed filing. Detailed filing data is available for this year.$19.8$0.00$19.8$0.65$1.96$1.31
2016Detailed filing. Detailed filing data is available for this year.$21.1$0.01$21.1$0.65$2.09$1.44
2015Detailed filing. Detailed filing data is available for this year.$22.0$0.00$22.0$1.18$1.95$0.77
2014Summary only. Only limited summary data is available for this year.$22.5$0.00$0.65$1.77$1.12
2013Summary only. Only limited summary data is available for this year.$23.1$0.00$0.57$1.98$1.40
2012Summary only. Only limited summary data is available for this year.$24.1$0.04$1.21$2.05$0.84
2011Summary only. Only limited summary data is available for this year.$24.8$0.05$1.31$2.43$1.12