Civic Intelligence

Jean and Ed Kelly Foundation

990 • Fiscal year 2017 • EIN 77-0470334

Oct 01, 2016 to Sep 30, 2017 • Filed on Aug 20, 2018

Organization ProfileN/A
PO Box 1299Watsonville, CA 95077

(831) 726-8500

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

97th percentile

79%

Higher net margin than 97% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

83rd percentile

45%

Faster asset growth than 83% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

41st percentile

-4.3%

Faster revenue growth than 41% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$373,897

Up $115,399 (+45%) from 2016

Net Assets

Up

$373,897

Up $115,399 (+45%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin97th percentile

Revenue

Down

$145,643

Down $6,500 (-4.3%) from 2016

Expenses

Down

$30,244

Down $54,484 (-64%) from 2016

Net Income

Up

$115,399

Up $47,984 (+71%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

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

2017

Assets$373,897
Liabilities$0
Net Assets$373,897
Open 2017 Filing

Operations Trend

Revenue Growth41st percentile

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

2017

Revenue$145,643
Expenses$30,244
Net Income$115,399
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
Aug 20, 2018
Return Version
2016v3.1
Gross Receipts
$255,985
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$210,590$309,746▲ $99,156
Pledges and Grants Receivable$21,177$37,412▲ $16,235
Savings and Temporary Cash Investments$26,731$26,739▲ $8
Total Assets$258,498$373,897▲ $115,399
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$258,498$373,897▲ $115,399
Total Net Assets Fund Balance$258,498$373,897▲ $115,399
Total Liabilities and Net Assets / Fund Balance$258,498$373,897▲ $115,399
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Edward Kelly IiiPresident
Kay Lynn BenkCEO
Steve StringariCFO
Tracy AnettaSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$51,122
Program Service Revenue
$0
Investment Income
$8
Other Revenue
$94,513
All Other Contributions
$51,122
Change in Net Assets
$115,399
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$17,938
Other Expenses$12,306
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$12,938--$12,938
Insurance$5,917--$5,917
Grants to Domestic Orgs$5,000--$5,000
Other Expenses$60--$60
All Other Expenses$10--$10
Total Functional Expenses$30,244$0$0$30,244
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$204,855
Fundraising Direct Expenses$110,342
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala Dinner$204,855$204,855$35,065$169,790
Total Events$204,855$204,855$110,342$94,513
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
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 11B

“All members of the board are sent a copy of the 990 for their review. Any changes are submitted to the preparer before the filing.”

Form 990, Page 6, Part VI, Line 19

“Governing documents and financial statements available upon request”

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 Kelly Iii
Title
President
Phone
8317248877
Signed
2018-08-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Edward Kelly Iii
Formed
1998
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
4

Preparer

Firm
Wheeler Accountants Llp
Address
734 E LAKE AVENUE SUITE 12, WATSONVILLE, CA 95076
Preparer
Stephen E Stringari CPA
Phone
8317268500
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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/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt030244
IRS990/TotalFunctionalExpensesGrp/TotalAmt030244
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0258498
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0373897
IRS990/TotalProgramServiceExpensesAmt030244
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt08
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0145643
IRS990/TotalVolunteersCnt04
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0258498
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0373897
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0258498
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0373897
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 1299
IRS990/USAddress/CityNm0WATSONVILLE
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095077
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0EDWARD KELLY III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08317248877
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-20
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/FilingSecurityInformation/AtSubmissionCreationDeviceId088A62EC6AA0077CBF54160B194230DD183527009
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId088A62EC6AA0077CBF54160B194230DD183527009
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261508234
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WHEELER ACCOUNTANTS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0734 E LAKE AVENUE SUITE 12
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WATSONVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095076
ReturnHeader/PreparerPersonGrp/PhoneNum08317268500
ReturnHeader/PreparerPersonGrp/PreparationDt02018-08-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN E STRINGARI CPA
ReturnHeader/ReturnTs02018-08-20T16:52:06-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-10-01
ReturnHeader/TaxPeriodEndDt02017-09-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$373,897
Liabilities
$0
Net assets
$373,897
Revenue
$145,643
Expenses
$30,244
Net income
$115,399
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
2017Detailed filing. Detailed filing data is available for this year.$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