Civic Intelligence

Jean and Ed Kelly Foundation

990 • Fiscal year 2021 • EIN 77-0470334

Oct 01, 2020 to Sep 30, 2021 • Filed on Aug 18, 2022

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

29th percentile

0.00x

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

29th percentile

0.00x

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Net Margin

11th percentile

-21%

Higher net margin than 11% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Asset Growth

21st percentile

-2.9%

Faster asset growth than 21% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

4th percentile

-61%

Faster revenue growth than 4% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets29th percentile

Assets

Down

$577,567

Down $17,527 (-2.9%) from 2020

Net Assets

Down

$577,567

Down $17,527 (-2.9%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin11th percentile

Revenue

Down

$83,231

Down $128,112 (-61%) from 2020

Expenses

Up

$100,758

Up $23,953 (+31%) from 2020

Net Income

Down

-$17,527

Down $152,065 (-113%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth21st 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

2021

Assets$577,567
Liabilities$0
Net Assets$577,567
Open 2021 Filing

Operations Trend

Revenue Growth4th 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

2021

Revenue$83,231
Expenses$100,758
Net Income-$17,527
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2020 to Sep 30, 2021
Signed
Aug 18, 2022
Return Version
2020v4.0
Gross Receipts
$107,256
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 vaelly, santa cruz county.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$568,333$550,804▼ $17,529
Savings and Temporary Cash Investments$26,761$26,763▲ $2
Total Assets$595,094$577,567▼ $17,527
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$595,094$577,567▼ $17,527
Total Net Assets Fund Balance$595,094$577,567▼ $17,527
Total Liabilities and Net Assets / Fund Balance$595,094$577,567▼ $17,527
Compensation and Service Providers
Top Officer Pay52nd percentile

Board Members and Trustees

NameTitle
Edward KellyPresident
Adriana RodoniBoard Member
Angie PetersonBoard Member
David RoseBoard Member
Gary AlboBoard Member
Jacob DoblerBoard Member
Jean KellyBoard Member
Kara CorleyBoard Member
Kimarie ManfreBoard Member
Kris BurkettBoard Member
Panette MicuaBoard Member
Robert RodoniBoard Member
Tracey HanetaBoard Member
Evan BeneventoTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$107,200
Program Service Revenue
$0
Investment Income
$3
Other Revenue
$-23,972
All Other Contributions
$107,200
Change in Net Assets
$-17,527
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$73,022
Other Expenses$27,736
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$70,860--$70,860
Insurance$845$3,378-$4,223
Grants to Domestic Individuals$2,162--$2,162
Fees for Services Accounting-$615-$615
Other Expenses$47$85-$47
Total Functional Expenses$96,570$4,188$0$100,758
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
St Francis High School - SalesianWatsonville, CA501c3-$26,000
Moreland Notre Dame SchoolWatsonville, CA501c3-$15,500
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$24,025
Professional Fundraising Fees$0
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 35% controlled entity
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
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 2

“Edward kelly jean kelly president board member husband and wife robert rodoni adriana rodoni board member board member husband and wife”

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
Evan Benevento
Title
Treasurer
Signed
2022-08-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Edward Kelly
Formed
1998
Legal Domicile
CA
Voting Board Members
14
Independent Board Members
14
Employees
0
Volunteers
30

Preparer

Firm
Wheeler Accountants Llp
Address
1475 SARATOGA AVE STE 100, SAN JOSE, CA 95129-4951
Preparer
Michael J Bryant CPA
Phone
4082521800
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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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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt08
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0252188
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0255985
IRS990ScheduleA/Total509Grp/TotalAmt01146301
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0107256
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0252196
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0255985
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IRS990ScheduleI/RecipientTable/CashGrantAmt126000
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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1ST FRANCIS HIGH SCHOOL - SALESIAN
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine2Txt0COLLEGE PREPARATORY
IRS990ScheduleI/RecipientTable/RecipientEIN0941347045
IRS990ScheduleI/RecipientTable/RecipientEIN1770553474
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0133 BRENNAN STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt12400 EAST LAKE AVENUE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0WATSONVILLE
IRS990ScheduleI/RecipientTable/USAddress/CityNm1WATSONVILLE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EDWARD KELLY JEAN KELLY PRESIDENT BOARD MEMBER HUSBAND AND WIFE ROBERT RODONI ADRIANA RODONI BOARD MEMBER BOARD MEMBER HUSBAND AND WIFE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL MEMBERS OF THE BOARD ARE SENT A COPY OF THE 990 FOR THEIR REVIEW. ANY CHANGES ARE SUBMITTED TO THE PREPARER BEFORE THE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt0577567
IRS990/TotalAssetsGrp/BOYAmt0595094
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IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt04188
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt096570
IRS990/TotalFunctionalExpensesGrp/TotalAmt0100758
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IRS990/TotalLiabilitiesEOYAmt00
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IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt083231
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IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0WATSONVILLE
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IRS990/VotingMembersIndependentCnt014
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0EVAN BENEVENTO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-08-18
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/PreparerFirmEIN0261508234
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WHEELER ACCOUNTANTS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01475 SARATOGA AVE STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN JOSE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0951294951
ReturnHeader/PreparerPersonGrp/PhoneNum04082521800
ReturnHeader/PreparerPersonGrp/PreparationDt02022-08-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL J BRYANT CPA
ReturnHeader/ReturnTs02022-08-18T21:10:37-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0EVAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BENEVENTO
ReturnHeader/TaxPeriodBeginDt02020-10-01
ReturnHeader/TaxPeriodEndDt02021-09-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$577,567
Liabilities
$0
Net assets
$577,567
Revenue
$83,231
Expenses
$100,758
Net income
-$17,527
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
2021Detailed filing. Detailed filing data is available for this year.$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