Civic Intelligence

Kelsey Research Foundation

990 • Fiscal year 2017 • EIN 76-0637670

Jan 01, 2017 to Dec 31, 2017 • Filed on Aug 27, 2018

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

0.02x

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

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

50th percentile

0.17x

Higher debt load relative to revenue than 50% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

4th percentile

-73%

Higher net margin than 4% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

81st percentile

$229,260

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 20.0% of source-year revenue.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Asset Growth

51st percentile

4.3%

Faster asset growth than 51% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

6th percentile

-41%

Faster revenue growth than 6% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$9,244,861

Up $385,304 (+4.3%) from 2016

Net Assets

Up

$9,049,641

Up $328,438 (+3.8%) from 2016

Liabilities

Up

$195,220

Up $56,866 (+41%) from 2016

Revenue And Expenses
Liabilities / Revenue50th percentileNet Margin4th percentile

Revenue

Down

$1,147,309

Down $799,845 (-41%) from 2016

Expenses

Up

$1,984,553

Up $231,649 (+13%) from 2016

Net Income

Down

-$837,244

Down $1,031,494 (-531%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth51st 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

2017

Assets$9,244,861
Liabilities$195,220
Net Assets$9,049,641
Open 2017 Filing

Operations Trend

Revenue Growth6th 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

2017

Revenue$1,147,309
Expenses$1,984,553
Net Income-$837,244
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Aug 27, 2018
Return Version
2017v2.3
Gross Receipts
$6,731,802
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$4,024,435$4,755,708▲ $731,273
Cash and Non-Interest-Bearing Accounts$1,207,063$4,265,823▲ $3,058,760
Accounts Receivable$44,224$175,613▲ $131,389
Prepaid Expenses and Deferred Charges$15,006$33,558▲ $18,552
Land, Buildings, and Equipment, Net$17,336$14,159▼ $3,177
Total Assets$8,859,557$9,244,861▲ $385,304
Other Assets Total$3,551,493--
Liabilities
Accounts Payable and Accrued Expenses$103,654$153,304▲ $49,650
Other Liabilities$34,700$41,916▲ $7,216
Total Liabilities$138,354$195,220▲ $56,866
Net Assets / Fund Balance
Unrestricted Net Assets$7,109,593$7,452,651▲ $343,058
Temporarily Rstr Net Assets$1,063,858$1,049,238▼ $14,620
Permanently Rstr Net Assets$547,752$547,752→ $0
Total Net Assets Fund Balance$8,721,203$9,049,641▲ $328,438
Total Liabilities and Net Assets / Fund Balance$8,859,557$9,244,861▲ $385,304

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$8,495$64,034$72,529
Equipment$5,664$33,480$39,144
Leasehold Improvements-$4,872$4,872

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$4,028,360-▲ $751,395-$4,759,633
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
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseTotal
Herbert Dupont MdPresident &FT$229,260$229,260
Herbert Dupont MdPresident & CEO-$229,260$229,260
Ashley AlexanderExecutive DiFT$122,072$122,072

Board Members and Trustees

NameTitle
Richard CarrellChair, Legal
John T CaterChair, Nom C
John Wilson KelseyChairman
Robert Wier KelseyVice Chairma
Michael E Newmark MdMed Director
Amanda MountMember
David E Mouton MdMember
Earl BeardMember
Edward C Lynch MdMember
George D Ferry MdMember
James C HoyleMember
James KemperMember
John N LyleMember
Jonathan Nelson MdMember
Mimi DompierMember
Nancy E WebbMember
Ned Snyder MdMember
P Kay ChampionMember
Patrick M CarterMember
Robert J GaudetteMember
Ron MillardMember
Shelly MulanaxMember
Spencer Berthelsen MdMember
Tony Lin MdMember
Vicki SmithMember
Revenue and Support

Revenue Composition

Contributions and Grants
$1,283,326
Program Service Revenue
$0
Investment Income
$-283,252
Other Revenue
$147,235
All Other Contributions
$1,283,326
Change in Net Assets
$-837,244

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,147,309
Revenue Not Reported on Form 990
$1,046,058
Total Revenue per Audited Statements
$2,193,367
Total Revenue per Form 990
$1,147,309
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,091,035
Other Expenses$893,518
Total Fundraising Expense$8,983
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$583,455--$583,455
Current Officers, Directors, Trustees, and Key Employees$300,570$50,762-$351,332
Occupancy-$136,138-$136,138
Other Employee Benefits$64,425$42,553-$106,978
All Other Expenses$51,702$30,129$1,638$83,469
Other Expenses$56,174$61,676$7,345$56,174
Payroll Taxes$29,658$19,612-$49,270
Fees for Services Other$31,211$9,467-$40,678
Fees for Services Accounting$6,865$33,616-$40,481
Insurance-$28,800-$28,800
Advertising$16,210$1,690-$17,900
Office Expenses$3,679$6,015-$9,694
Travel$8,074$621-$8,695
Depreciation Depletion$1,911$1,265-$3,176
Total Functional Expenses$1,293,256$682,314$8,983$1,984,553

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,062,657
Expenses per Audited Statements$1,984,553
Total Expenses per Form 990$1,984,553
Expenses Not Reported on Form 990$78,104
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$225,339
Fundraising Direct Expenses$78,104
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$216,839$216,839$68,942$147,897
Krf Annual Dinn$8,500$8,500$9,162$-662
Total Events$225,339$225,339$78,104$147,235
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$41,916
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
2018-08-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Herbert Dupont Md
Formed
1956
Legal Domicile
TX
Voting Board Members
21
Independent Board Members
17
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 78,104 direct fundraising expenses -78,104”

Financial Statement Notes

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

“Direct fundraising expenses 78,104”

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

“Direct fundraising expenses 78,104”

Raw XML AppendixShowing 400 of 622 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/PersonNm21PATRICK M CARTER
IRS990/Form990PartVIISectionAGrp/PersonNm22P KAY CHAMPION
IRS990/Form990PartVIISectionAGrp/PersonNm23JAMES C HOYLE
IRS990/Form990PartVIISectionAGrp/PersonNm24JAMES KEMPER
IRS990/Form990PartVIISectionAGrp/PersonNm25NANCY E WEBB
IRS990/Form990PartVIISectionAGrp/PersonNm26ASHLEY ALEXANDER
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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/TitleTxt5VICE CHAIRMA
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IRS990/Form990PartVIISectionAGrp/TitleTxt9MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10MEMBER
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IRS990/Form990PartVIISectionAGrp/TitleTxt12MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15MEMBER
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IRS990/Form990PartVIISectionAGrp/TitleTxt22MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt23MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt24MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt25MEMBER
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IRS990/FundraisingGrossIncomeAmt0225339
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IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
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IRS990/MembersOrStockholdersInd0false
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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/ReportOtherLiabilitiesInd0true
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Document Assets

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Filings

Displayed year

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

Open filing
Assets
$9,244,861
Liabilities
$195,220
Net assets
$9,049,641
Revenue
$1,147,309
Expenses
$1,984,553
Net income
-$837,244
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