Civic Intelligence

Kelsey Research Foundation

990 • Fiscal year 2014 • EIN 76-0637670

Jan 01, 2014 to Dec 31, 2014 • Filed on Sep 03, 2015

Organization ProfileWWW.KELSEYRESEARCH.COM
5615 Kirby Drive 660Houston, TX 77005

(713) 442-1222

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.03x

Higher debt load relative to assets than 23% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

42nd percentile

0.14x

Higher debt load relative to revenue than 42% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Net Margin

15th percentile

-13%

Higher net margin than 15% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

75th percentile

$190,642

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 11.1% of source-year revenue.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Asset Growth

29th percentile

-2.0%

Faster asset growth than 29% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

2nd percentile

-74%

Faster revenue growth than 2% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Down

$8,978,408

Down $181,964 (-2.0%) from 2013

Net Assets

Down

$8,746,756

Down $189,988 (-2.1%) from 2013

Liabilities

Up

$231,652

Up $8,024 (+3.6%) from 2013

Revenue And Expenses
Liabilities / Revenue42nd percentileNet Margin15th percentile

Revenue

Down

$1,713,053

Down $4,896,991 (-74%) from 2013

Expenses

Up

$1,942,971

Up $162,095 (+9.1%) from 2013

Net Income

Down

-$229,918

Down $5,059,086 (-105%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$15M$10M$5.0M$0Assets 2010: $4,049,815Liabilities 2010: $196,518Net Assets 2010: $3,853,2972010Assets 2011: $3,903,821Liabilities 2011: $212,706Net Assets 2011: $3,691,1152011Assets 2012: $3,992,357Liabilities 2012: $247,391Net Assets 2012: $3,744,9662012Assets 2013: $9,160,372Liabilities 2013: $223,628Net Assets 2013: $8,936,7442013Assets 2014: $8,978,408Liabilities 2014: $231,652Net Assets 2014: $8,746,7562014Assets 2015: $8,441,747Liabilities 2015: $137,664Net Assets 2015: $8,304,0832015Assets 2016: $8,859,557Liabilities 2016: $138,354Net Assets 2016: $8,721,2032016Assets 2017: $9,244,861Liabilities 2017: $195,220Net Assets 2017: $9,049,6412017Assets 2018: $9,108,729Liabilities 2018: $183,470Net Assets 2018: $8,925,2592018Assets 2019: $9,666,062Liabilities 2019: $178,687Net Assets 2019: $9,487,3752019Assets 2020: $9,645,636Liabilities 2020: $356,737Net Assets 2020: $9,288,8992020Assets 2021: $10,072,702Liabilities 2021: $230,524Net Assets 2021: $9,842,1782021Assets 2022: $9,706,530Liabilities 2022: $617,386Net Assets 2022: $9,089,1442022Assets 2023: $10,456,386Liabilities 2023: $571,300Net Assets 2023: $9,885,0862023Assets 2024: $10,484,334Liabilities 2024: $707,297Net Assets 2024: $9,777,0372024

Highlighted filing

2014

Assets$8,978,408
Liabilities$231,652
Net Assets$8,746,756
Open 2014 Filing

Operations Trend

Revenue Growth2nd percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2010: $2,346,709Expenses 2010: $2,256,225Net Income 2010: $90,4842010Revenue 2011: $2,139,624Expenses 2011: $2,234,490Net Income 2011: -$94,8662011Revenue 2012: $1,814,833Expenses 2012: $1,896,265Net Income 2012: -$81,4322012Revenue 2013: $6,610,044Expenses 2013: $1,780,876Net Income 2013: $4,829,1682013Revenue 2014: $1,713,053Expenses 2014: $1,942,971Net Income 2014: -$229,9182014Revenue 2015: $1,627,823Expenses 2015: $1,945,690Net Income 2015: -$317,8672015Revenue 2016: $1,947,154Expenses 2016: $1,752,904Net Income 2016: $194,2502016Revenue 2017: $1,147,309Expenses 2017: $1,984,553Net Income 2017: -$837,2442017Revenue 2018: $1,985,076Expenses 2018: $1,833,724Net Income 2018: $151,3522018Revenue 2019: $1,864,381Expenses 2019: $1,936,193Net Income 2019: -$71,8122019Revenue 2020: $2,235,663Expenses 2020: $2,724,233Net Income 2020: -$488,5702020Revenue 2021: $2,621,345Expenses 2021: $2,295,369Net Income 2021: $325,9762021Revenue 2022: $2,811,248Expenses 2022: $2,419,840Net Income 2022: $391,4082022Revenue 2023: $3,647,155Expenses 2023: $2,791,490Net Income 2023: $855,6652023Revenue 2024: $3,591,902Expenses 2024: $3,723,915Net Income 2024: -$132,0132024

Highlighted filing

2014

Revenue$1,713,053
Expenses$1,942,971
Net Income-$229,918
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Sep 3, 2015
Return Version
2014v5.0
Gross Receipts
$3,707,033
Mission and Program Overview

Mission

Kelsey research foundation was founded in 1956 for the purpose of encouraging and assisting research and education programs in the field of medicine.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,543,479$3,284,664▼ $258,815
Cash and Non-Interest-Bearing Accounts$1,782,955$2,066,613▲ $283,658
Accounts Receivable$267,807$62,726▼ $205,081
Land, Buildings, and Equipment, Net$3,180$6,846▲ $3,666
Prepaid Expenses and Deferred Charges$11,458$6,066▼ $5,392
Total Assets$9,160,372$8,978,408▼ $181,964
Other Assets Total$3,551,493$3,551,493→ $0
Liabilities
Accounts Payable and Accrued Expenses$137,085$143,783▲ $6,698
Other Liabilities$86,543$87,869▲ $1,326
Total Liabilities$223,628$231,652▲ $8,024
Net Assets / Fund Balance
Unrestricted Net Assets$7,984,887$7,732,419▼ $252,468
Permanently Rstr Net Assets$547,752$547,752→ $0
Temporarily Rstr Net Assets$404,105$466,585▲ $62,480
Total Net Assets Fund Balance$8,936,744$8,746,756▼ $189,988
Total Liabilities and Net Assets / Fund Balance$9,160,372$8,978,408▼ $181,964

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$3,744$60,578$64,322
Equipment$2,697$33,951$36,648
Leasehold Improvements$405$4,467$4,872
Other Assets Org$3,551,493--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$3,620,209$-444,015▲ $134,162-$3,292,649
2013$3,162,539$4,000▲ $469,831-$3,620,209
2012$2,873,388$9,482▲ $294,525-$3,162,539
2011$2,956,320$11,225▼ $79,023-$2,873,388
2010$2,661,372$2,323▲ $306,655-$2,956,320
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleBaseOtherTotal
Anthony GreisingerVP & Exec Di$174,486$16,156$190,642
Anthony GreisingerVP & Exec Director$174,486$16,156$190,642

Board Members and Trustees

NameTitle
Victoria Polinski Smith CimaChair, Finan
Richard CarrellChair, Legal
John T CaterChair, Nom C
John Wilson KelseyChairman
Herbert Dupont MdPresident &
Michael E NewmarkMed Director
Anthony Gorry PhdMember
David E Mouton MdMember
Edward C Lynch MdMember
George D Ferry MdMember
John N LyleMember
Mimi DompierMember
Ned Snyder MdMember
R Carleton RiserMember
Robert Wier KelseyMember
Spencer Berthelsen MdMember
Revenue and Support

Revenue Composition

Contributions and Grants
$1,436,110
Program Service Revenue
$0
Investment Income
$94,232
Other Revenue
$182,711
All Other Contributions
$1,436,110
Change in Net Assets
$-229,918

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,713,053
Revenue Not Reported on Form 990
$98,799
Total Revenue per Audited Statements
$1,811,852
Total Revenue per Form 990
$1,713,053
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,084,528
Other Expenses$858,443
Total Fundraising Expense$3,296
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$662,906$64,835-$727,741
Current Officers, Directors, Trustees, and Key Employees$190,642--$190,642
Occupancy-$150,646-$150,646
Other Employee Benefits$67,378$34,724-$102,102
All Other Expenses$60,653$34,877$2,302$97,832
Payroll Taxes$44,012$20,031-$64,043
Fees for Services Management$39,704$12,831-$52,535
Travel$44,600$2,329-$46,929
Fees for Services Accounting-$37,151-$37,151
Other Expenses$10,015$16,434$330$26,779
Fees for Service Investment Mgmnt Fees-$17,707-$17,707
Office Expenses$5,718$8,483$611$14,812
Insurance-$13,187-$13,187
Advertising$600$6,615-$7,215
Depreciation Depletion$2,053$941-$2,994
Total Functional Expenses$1,347,491$592,184$3,296$1,942,971

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,001,840
Expenses per Audited Statements$1,942,971
Total Expenses per Form 990$1,942,971
Expenses Not Reported on Form 990$58,869
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$241,580
Fundraising Direct Expenses$58,869
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$241,580$241,580$58,869$182,711
Total Events$241,580$241,580$58,869$182,711
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Vacation and Other$57,929
Wages Payable$29,940
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 2

“Three board members related to founder”

Form 990, Page 6, Part VI, Line 11B

“The executive director performs a review of the 990 with input from the finance commitee.”

Form 990, Page 6, Part VI, Line 12C

“Organization monitors conflicts of interest through periodic reviews and annual disclosure of pontential conflicts of interest.”

Form 990, Page 6, Part VI, Line 15A

“The executive committee reviews and approves the compensation for the ceo and executive director.”

Form 990, Page 6, Part VI, Line 15B

“The executive director consults with the human resources department at kelsey-seybold clinic to review and approve compensation for all foundation staff.”

Form 990, Page 6, Part VI, Line 19

“Upon request, kelsey research foundation will provide copies of governing documents, policies and financial statements to the public.”

Filing and Contact Details

Filer

Filer Name
Kelsey Research Foundation
EIN
76-0637670
Phone
7134421222
Address
5615 KIRBY DRIVE 660, HOUSTON, TX 77005

Signing Officer

Name
Herbert Dupont Md
Title
President
Phone
7134421222
Signed
2015-09-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Herbert Dupont Md
Formed
1956
Legal Domicile
TX
Voting Board Members
15
Independent Board Members
13
Employees
0

Preparer

Firm
Gomez & Company
Address
5177 RICHMOND AVE STE 1100, HOUSTON, TX 77056-6748
Preparer
Benjamin P Gomez
Phone
7136665900
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Direct fundraising expenses 58,869 direct fundraising expenses -58,869”

Financial Statement Notes

Schedule D, Page 4, Part XI, Line 2D

“Direct fundraising expenses 58,869”

Schedule D, Page 4, Part XII, Line 2D

“Direct fundraising expenses 58,869”

Raw XML AppendixShowing 400 of 543 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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IRS990/Form990PartVIISectionAGrp/TitleTxt4PRESIDENT &
IRS990/Form990PartVIISectionAGrp/TitleTxt5MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt10MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12MED DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14CHAIR, FINAN
IRS990/Form990PartVIISectionAGrp/TitleTxt15MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt16VP & EXEC DI
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Document Assets

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Filings

Displayed year

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

Open filing
Assets
$8,978,408
Liabilities
$231,652
Net assets
$8,746,756
Revenue
$1,713,053
Expenses
$1,942,971
Net income
-$229,918
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.5$0.71$9.78$3.59$3.72$0.13
2023Detailed filing. Detailed filing data is available for this year.$10.5$0.57$9.89$3.65$2.79$0.86
2022Detailed filing. Detailed filing data is available for this year.$9.71$0.62$9.09$2.81$2.42$0.39
2021Detailed filing. Detailed filing data is available for this year.$10.1$0.23$9.84$2.62$2.30$0.33
2020Detailed filing. Detailed filing data is available for this year.$9.65$0.36$9.29$2.24$2.72$0.49
2019Detailed filing. Detailed filing data is available for this year.$9.67$0.18$9.49$1.86$1.94$0.07
2018Detailed filing. Detailed filing data is available for this year.$9.11$0.18$8.93$1.99$1.83$0.15
2017Detailed filing. Detailed filing data is available for this year.$9.24$0.20$9.05$1.15$1.98$0.84
2016Detailed filing. Detailed filing data is available for this year.$8.86$0.14$8.72$1.95$1.75$0.19
2015Detailed filing. Detailed filing data is available for this year.$8.44$0.14$8.30$1.63$1.95$0.32
2014Detailed filing. Detailed filing data is available for this year.$8.98$0.23$8.75$1.71$1.94$0.23
2013Detailed filing. Detailed filing data is available for this year.$9.16$0.22$8.94$6.61$1.78$4.83
2012Summary only. Only limited summary data is available for this year.$3.99$0.25$3.74$1.81$1.90$0.08
2011Summary only. Only limited summary data is available for this year.$3.90$0.21$3.69$2.14$2.23$0.09
2010Summary only. Only limited summary data is available for this year.$4.05$0.20$3.85$2.35$2.26$0.09
Peer Organizations

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