Civic Intelligence

Kelsey Research Foundation

990 • Fiscal year 2016 • EIN 76-0637670

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 24, 2017

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

19th percentile

0.02x

Higher debt load relative to assets than 19% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

28th percentile

0.07x

Higher debt load relative to revenue than 28% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Net Margin

70th percentile

10.0%

Higher net margin than 70% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

81st percentile

$230,874

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 11.9% of source-year revenue.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Asset Growth

62nd percentile

4.9%

Faster asset growth than 62% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

79th percentile

20%

Faster revenue growth than 79% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$8,859,557

Up $417,810 (+4.9%) from 2015

Net Assets

Up

$8,721,203

Up $417,120 (+5.0%) from 2015

Liabilities

Up

$138,354

Up $690 (+0.5%) from 2015

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin70th percentile

Revenue

Up

$1,947,154

Up $319,331 (+20%) from 2015

Expenses

Down

$1,752,904

Down $192,786 (-9.9%) from 2015

Net Income

Up

$194,250

Up $512,117 (+161%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth62nd 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

2016

Assets$8,859,557
Liabilities$138,354
Net Assets$8,721,203
Open 2016 Filing

Operations Trend

Revenue Growth79th 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

2016

Revenue$1,947,154
Expenses$1,752,904
Net Income$194,250
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 24, 2017
Return Version
2016v3.0
Gross Receipts
$3,552,280
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$4,240,619$4,024,435▼ $216,184
Cash and Non-Interest-Bearing Accounts$547,553$1,207,063▲ $659,510
Accounts Receivable$76,348$44,224▼ $32,124
Land, Buildings, and Equipment, Net$20,344$17,336▼ $3,008
Prepaid Expenses and Deferred Charges$5,390$15,006▲ $9,616
Total Assets$8,441,747$8,859,557▲ $417,810
Other Assets Total$3,551,493$3,551,493→ $0
Liabilities
Accounts Payable and Accrued Expenses$98,961$103,654▲ $4,693
Other Liabilities$38,703$34,700▼ $4,003
Total Liabilities$137,664$138,354▲ $690
Net Assets / Fund Balance
Unrestricted Net Assets$7,249,601$7,109,593▼ $140,008
Temporarily Rstr Net Assets$506,730$1,063,858▲ $557,128
Permanently Rstr Net Assets$547,752$547,752→ $0
Total Net Assets Fund Balance$8,304,083$8,721,203▲ $417,120
Total Liabilities and Net Assets / Fund Balance$8,441,747$8,859,557▲ $417,810

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$10,384$62,145$72,529
Equipment$6,952$32,192$39,144
Leasehold Improvements-$4,872$4,872
Other Assets Org$3,551,493--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$3,795,119$1,425▲ $251,260-$4,028,360
2015$3,292,649$554,751▼ $35,432-$3,795,119
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
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseTotal
Herbert Dupont MdPresident &FT$230,874$230,874
Herbert Dupont MdPresident & CEO-$230,874$230,874
Ashley AlexanderVP & Exec DiFT$105,454$105,454

Board Members and Trustees

NameTitle
Richard CarrellChair, Legal
John T CaterChair, Nom C
John Wilson KelseyChairman
Spencer Berthelsen MdChairman
Michael E Newmark MdMed Director
Amanda MountMember
David E Mouton MdMember
Edward C Lynch MdMember
George D Ferry MdMember
John N LyleMember
Jonathan Nelson MdMember
Mimi DompierMember
Ned Snyder MdMember
Robert J GaudetteMember
Robert Wier KelseyMember
Shelly MulanaxMember
Stanton P Fischer MdMember
Tony Lin MdMember
Vicki SmithMember
Revenue and Support

Revenue Composition

Contributions and Grants
$1,648,017
Program Service Revenue
$0
Investment Income
$28,390
Other Revenue
$270,747
All Other Contributions
$1,648,017
Change in Net Assets
$194,250

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,947,154
Revenue Not Reported on Form 990
$276,630
Total Revenue per Audited Statements
$2,223,784
Total Revenue per Form 990
$1,947,154
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,038,515
Other Expenses$714,389
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$520,991$27,312-$548,303
Current Officers, Directors, Trustees, and Key Employees$336,328--$336,328
Fees for Services Management$194,550--$194,550
Occupancy-$125,111-$125,111
Other Employee Benefits$58,952$36,166-$95,118
All Other Expenses$41,521$37,818-$79,339
Payroll Taxes$36,084$22,682-$58,766
Fees for Services Other$29,397$8,404-$37,801
Fees for Services Accounting-$34,105-$34,105
Other Expenses$44,362$23,226-$23,226
Travel$19,552--$19,552
Advertising-$16,875-$16,875
Office Expenses$1,580$5,033-$6,613
Depreciation Depletion$1,852$1,156-$3,008
Insurance-$1,456-$1,456
Total Functional Expenses$1,285,169$467,735$0$1,752,904

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,806,664
Expenses per Audited Statements$1,752,904
Total Expenses per Form 990$1,752,904
Expenses Not Reported on Form 990$53,760
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$324,507
Fundraising Direct Expenses$53,760
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$250,635$250,635$46,675$203,960
Annual Campaign$72,527$72,527$715$71,812
Total Events$323,162$323,162$47,390$275,772
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$34,700
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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

“Two 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 committee.”

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

“Organization monitors conflicts of interest through periodic reviews and annual disclosure of potential 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 18

“Additional information may be obtained at: www.guidestar.org.”

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 & CEO
Phone
7134421222
Signed
2017-10-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Herbert Dupont Md
Formed
1956
Legal Domicile
TX
Voting Board Members
20
Independent Board Members
16
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 53,760 direct fundraising expenses -53,760”

Financial Statement Notes

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

“Direct fundraising expenses 53,760”

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

“Direct fundraising expenses 53,760”

Raw XML AppendixShowing 400 of 578 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/TitleTxt0PRESIDENT &
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IRS990/Form990PartVIISectionAGrp/TitleTxt2CHAIR, NOM C
IRS990/Form990PartVIISectionAGrp/TitleTxt3CHAIR, LEGAL
IRS990/Form990PartVIISectionAGrp/TitleTxt4MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7MEMBER
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IRS990/Form990PartVIISectionAGrp/TitleTxt9MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11MED DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt16MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt17MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt18MEMBER
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IRS990/MissionDesc0KELSEY RESEARCH FOUNDATION WAS FOUNDED IN 1956 FOR THE PURPOSE OF ENCOURAGING AND ASSISTING RESEARCH AND EDUCATION PROGRAMS IN THE FIELD OF MEDICINE.
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt015006
IRS990/PrincipalOfficerNm0HERBERT DUPONT MD
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0FUNDRAISING INCOME 566,197
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01225452
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Document Assets

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Filings

Displayed year

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

Open filing
Assets
$8,859,557
Liabilities
$138,354
Net assets
$8,721,203
Revenue
$1,947,154
Expenses
$1,752,904
Net income
$194,250
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