Civic Intelligence

Jean and Ed Kelly Foundation

990EZ • Fiscal year 2015 • EIN 77-0470334

Oct 01, 2014 to Sep 30, 2015 • Filed on Dec 03, 2015

PO Box 1299Watsonville, CA 95077

(831) 724-8877

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2015

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2015

Net Margin

9th percentile

-43%

Higher net margin than 9% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

23rd percentile

-15%

Faster asset growth than 23% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

23rd percentile

-21%

Faster revenue growth than 23% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Down

$191,083

Down $34,950 (-15%) from 2014

Net Assets

$191,083

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$80,593

Down $21,100 (-21%) from 2014

Expenses

Down

$115,543

Down $53,139 (-32%) from 2014

Net Income

Up

-$34,950

Up $32,039 (+48%) from 2014

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $199,113Liabilities 2011: $0Net Assets 2011: $199,1132011Assets 2012: $233,887Liabilities 2012: $02012Assets 2013: $293,022Liabilities 2013: $0Net Assets 2013: $293,0222013Assets 2014: $226,033Liabilities 2014: $02014Assets 2015: $191,083Net Assets 2015: $191,0832015Assets 2016: $258,498Liabilities 2016: $0Net Assets 2016: $258,4982016Assets 2017: $373,897Liabilities 2017: $0Net Assets 2017: $373,8972017Assets 2018: $373,897Liabilities 2018: $0Net Assets 2018: $373,8972018Assets 2019: $460,556Liabilities 2019: $0Net Assets 2019: $460,5562019Assets 2020: $595,094Liabilities 2020: $0Net Assets 2020: $595,0942020Assets 2021: $577,567Liabilities 2021: $0Net Assets 2021: $577,5672021Assets 2022: $527,883Liabilities 2022: $0Net Assets 2022: $527,8832022Assets 2023: $524,531Liabilities 2023: $0Net Assets 2023: $524,5312023Assets 2024: $516,926Liabilities 2024: $0Net Assets 2024: $516,9262024Assets 2025: $428,655Liabilities 2025: $0Net Assets 2025: $428,6552025

Highlighted filing

2015

Assets$191,083
Liabilities-
Net Assets$191,083

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $150,422Expenses 2011: $78,202Net Income 2011: $72,2202011Revenue 2012: $91,548Expenses 2012: $56,774Net Income 2012: $34,7742012Revenue 2013: $131,562Expenses 2013: $72,427Net Income 2013: $59,1352013Revenue 2014: $101,693Expenses 2014: $168,682Net Income 2014: -$66,9892014Revenue 2015: $80,593Expenses 2015: $115,543Net Income 2015: -$34,9502015Revenue 2016: $152,143Expenses 2016: $84,728Net Income 2016: $67,4152016Revenue 2017: $145,643Expenses 2017: $30,244Net Income 2017: $115,3992017Revenue 2018: $54,130Expenses 2018: $0Net Income 2018: $54,1302018Revenue 2019: $155,048Expenses 2019: $127,239Net Income 2019: $27,8092019Revenue 2020: $211,343Expenses 2020: $76,805Net Income 2020: $134,5382020Revenue 2021: $83,231Expenses 2021: $100,758Net Income 2021: -$17,5272021Revenue 2022: $78,141Expenses 2022: $127,825Net Income 2022: -$49,6842022Revenue 2023: $96,089Expenses 2023: $99,441Net Income 2023: -$3,3522023Revenue 2024: $143,396Expenses 2024: $151,001Net Income 2024: -$7,6052024Revenue 2025: $57,003Expenses 2025: $145,274Net Income 2025: -$88,2712025

Highlighted filing

2015

Revenue$80,593
Expenses$115,543
Net Income-$34,950
Jump To
Filing Snapshot
Filing Period
Oct 1, 2014 to Sep 30, 2015
Signed
Dec 3, 2015
Return Version
2014v5.0
Gross Receipts
$160,123
Mission and Program Overview

Mission

To serve and promote academics, the arts, athletics and the health and well beign of the youth in pajaro valley, santa cruz county.

To serve and promote academics, the arts, athletics, the health and well being of the youth in the Pajaro Valley, Santa Cruz County.

Program Services

DescriptionGrantsExpenses
Construction of Three Baseball Fields for the Pajaro Valley Youth. Fields to include a park for Little League, Pony League, and Girls Softball, $97,0230 spent on the field in 2014-2015.$97,023-
Donation of $7,099 to various youth organizations within the Pajaro Valley, all proceeds from the dinner dance auction.$7,099-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jean KellyDirector-$0--
Kara CorleyDirector-$0--
Jacob DoblerDirector-$0--
Steve StringariTreasurer-$0--
Kay Lynn BenkoPresident & CEO-$0--
Ed KellyDirector-$0--
Mark SaucedoDirector-$0--
Kris BurkettDirector-$0--
Tracy HanetaDirector-$0--
Shaz LintDirector-$0--
Kimarie ManfreVice President-$0--
Panette MicuaDirector-$0--
Adriana RodoniDirector-$0--
Robert RodoniDirector-$0--
Dave RoseDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala Dinner Dance$119,066$119,066$56,355$62,711
Total Events$119,066$119,066$79,530$39,536
Filing and Contact Details

Filer

Filer Name
Jean & Ed Kelly Foundation
EIN
77-0470334
Address
PO Box 1299, Watsonville, CA 95077

Signing Officer

Name
Edward J Kelly III
Title
President
Signed
2015-12-03
Discuss with paid preparer
Yes

Preparer

Firm
C & S
Address
734 East Lake Ave 12, Watsonville, CA 95076
Preparer
Stephen E Stringari
Phone
8317248877
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

Class of Activity: Benefit Children | Donee's Name: Various Yth Org of Local Area | Donee's Address: Local Address Watsonville, CA 95076 | Cash Amount Given: $7099

Grants and Similar Amounts Paid In Excess of $5,000.2

Class of Activity: Benefit Children | Donee's Name: Baseball Fields-Watsonville | Donee's Address: Franich Park Watsonville, CA 95076 | Cash Amount Given: $97023

Other Expenses.1012

Insurance $6210

Other Expenses.1

Bank Credit Card Fees $4521

Other Expenses.2

Supplies $590

Other Expenses.3

Tax & Licenses $100

Other Assets.1005

Accounts Receivable - Beginning $24315 Accounts Receivable - Ending $27025

Raw XML Appendix232 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Ed Kelly
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Mark Saucedo
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Kris Burkett
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt14Director
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IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: Benefit Children | Donee's Name: Various Yth Org of Local Area | Donee's Address: Local Address Watsonville, CA 95076 | Cash Amount Given: $7099
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Class of Activity: Benefit Children | Donee's Name: Baseball Fields-Watsonville | Donee's Address: Franich Park Watsonville, CA 95076 | Cash Amount Given: $97023
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $6210
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Bank Credit Card Fees $4521
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Supplies $590
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Tax & Licenses $100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Accounts Receivable - Beginning $24315 Accounts Receivable - Ending $27025
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Assets.1005
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Edward J Kelly III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-12-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Jean & Ed Kelly Foundation
ReturnHeader/Filer/BusinessNameControlTxt0JEAN
ReturnHeader/Filer/EIN0770470334
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 1299
ReturnHeader/Filer/USAddress/CityNm0Watsonville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095077
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0C & S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0734 East Lake Ave 12
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Watsonville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095076
ReturnHeader/PreparerPersonGrp/PhoneNum08317248877
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Stephen E Stringari
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-12-03T15:20:26-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-10-01
ReturnHeader/TaxPeriodEndDt02015-09-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.29$0.00$4.29$0.57$1.45$0.88
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.17$0.00$5.17$1.43$1.51$0.08
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.25$0.00$5.25$0.96$0.99$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.28$0.00$5.28$0.78$1.28$0.50
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.78$0.00$5.78$0.83$1.01$0.18
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.95$0.00$5.95$2.11$0.77$1.35
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.61$0.00$4.61$1.55$1.27$0.28
2018Summary only. Only limited summary data is available for this year.$3.74$0.00$3.74$0.54$0.00$0.54
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.74$0.00$3.74$1.46$0.30$1.15
2016Summary only. Only limited summary data is available for this year.$2.58$0.00$2.58$1.52$0.85$0.67
2015Detailed filing. Detailed filing data is available for this year.$1.91$1.91$0.81$1.16$0.35
2014Summary only. Only limited summary data is available for this year.$2.26$0.00$1.02$1.69$0.67
2013Summary only. Only limited summary data is available for this year.$2.93$0.00$2.93$1.32$0.72$0.59
2012Summary only. Only limited summary data is available for this year.$2.34$0.00$0.92$0.57$0.35
2011Summary only. Only limited summary data is available for this year.$1.99$0.00$1.99$1.50$0.78$0.72