Civic Intelligence

Robert S & Grayce B Kerr Foundation Inc.

990PF • Fiscal year 2017 • EIN 73-1256123

Jan 01, 2017 to Dec 31, 2017 • Filed on Sep 26, 2018

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

13th percentile

0.00x

Higher debt load relative to assets than 13% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

13th percentile

0.00x

Higher debt load relative to revenue than 13% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Source year 2017

Net Margin

2nd percentile

-203%

Higher net margin than 2% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

31st percentile

$89,674

Higher top officer pay than 31% of similar nonprofits.

Top officer pay equals 13.9% of source-year revenue.

2017 filings • $10M-$25M nonprofits • Source year 2017

Asset Growth

11th percentile

-6.2%

Faster asset growth than 11% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

32nd percentile

-0.4%

Faster revenue growth than 32% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets13th percentile

Assets

Down

$19,783,663

Down $1,302,070 (-6.2%) from 2016

Net Assets

Down

$19,783,251

Down $1,292,482 (-6.1%) from 2016

Liabilities

Down

$412

Down $9,588 (-96%) from 2016

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin2nd percentile

Revenue

Down

$646,736

Down $2,538 (-0.4%) from 2016

Expenses

Down

$1,956,521

Down $130,196 (-6.2%) from 2016

Net Income

Up

-$1,309,785

Up $127,658 (+8.9%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth11th 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

2017

Assets$19,783,663
Liabilities$412
Net Assets$19,783,251
Open 2017 Filing

Operations Trend

Revenue Growth32nd 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

2017

Revenue$646,736
Expenses$1,956,521
Net Income-$1,309,785
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Sep 26, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay31st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KAVAR KERRPresidentPT$75,000$14,674$89,674
MARA KERRSecretary/TrPT$50,000$28,280$78,280
JOARTHUR G KERRVice ChairPT$0--
WILLIAM G KERRChairmanPT$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
Signed
2018-09-26
Discuss with paid preparer
Yes

Preparer

Firm
Sorensen & Flanagan LLC
Address
PO BOX 1845, JACKSON, WY 83001
Preparer
Mia E Jensen CPA
Phone
3077333938
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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/PropertyDesc40DELL COMPUTER & 2 MONITORS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc41OFFICE IMPROVEMENTS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc42OFFICE IMPROVEMENTS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc43OFFICE IMPROVEMENTS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc44OFFICE IMPROVEMENTS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc45OFFICE IMPROVEMENTS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc46OFFICE IMPROVEMENTS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc47MACBOOK PRO
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AccumulatedDepreciationAmt036833
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AccumulatedDepreciationAmt176378
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0JUNKED ASSETS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1ABANDONED LEASEHOLDS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt036833
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt176378
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt1PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02017-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt12017-01
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0BONDS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0807019
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0808156
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt06442345
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt012935918
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0CORPORATE STOCK
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0694413
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0688470
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt010087558
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ARTWORK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1AEU FF, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2AEW FF, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt019128000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0240106
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0371756
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt056344
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/UnrelatedBusinessTaxblIncmAmt0-8186
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt1-13284
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0668206
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt0-21470
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0646736
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt03333
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01767
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt05100
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0371756
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0125000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0125000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01548076
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01548076
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt01436
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0240106
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0240106
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-1309785
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01577247
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt056342
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt056344
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt0883
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0883
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0371756
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0540320
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt0891
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt0891
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt049623
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt022818
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt072441
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt07391
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt07810
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt015201
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0-21470
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0631
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt079029
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt079660
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt060350
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt014714
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt075064
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt013446
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01746
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt021192
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01821201
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0127884
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01956521
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0668204
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0646736
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0273125
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0127884
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0408445
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt011577
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt011577
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02001-06-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt04816
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11104100
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt296575
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0668
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1266013
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt233425
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0668
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1266013
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt233425
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt05484
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11370113
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2130000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,783,663
Liabilities
$412
Net assets
$19,783,251
Revenue
$646,736
Expenses
$1,956,521
Net income
-$1,309,785
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