Civic Intelligence

The Kelvin Foundation

990PF • Fiscal year 2017 • EIN 77-0528782

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 15, 2018

Organization Profile
12008 Emerald Hill LaneLos Altos Hills, CA 94022

(650) 948-6898

Siviq Scores

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

Liabilities / Assets

38th percentile

0.01x

Higher debt load relative to assets than 38% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

57th percentile

0.10x

Higher debt load relative to revenue than 57% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

85th percentile

36%

Higher net margin than 85% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

60th percentile

5.5%

Faster asset growth than 60% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

95th percentile

261%

Faster revenue growth than 95% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$3,905,710

Up $202,755 (+5.5%) from 2016

Net Assets

Up

$3,861,540

Up $158,585 (+4.3%) from 2016

Liabilities

Up

$44,170

Up $44,170 from 2016

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin85th percentile

Revenue

Up

$432,853

Up $312,845 (+261%) from 2016

Expenses

Up

$275,482

Up $169,440 (+160%) from 2016

Net Income

Up

$157,371

Up $143,405 (+1027%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

$10M$5.0M$0Assets 2010: $421,899Liabilities 2010: $0Net Assets 2010: $421,8992010Assets 2011: $412,803Liabilities 2011: $12011Assets 2012: $225,999Liabilities 2012: $0Net Assets 2012: $225,9992012Assets 2013: $235,244Liabilities 2013: $0Net Assets 2013: $235,2442013Assets 2014: $3,594,718Liabilities 2014: $0Net Assets 2014: $3,594,7182014Assets 2015: $3,681,319Liabilities 2015: $0Net Assets 2015: $3,681,3192015Assets 2016: $3,702,955Liabilities 2016: $0Net Assets 2016: $3,702,9552016Assets 2017: $3,905,710Liabilities 2017: $44,170Net Assets 2017: $3,861,5402017Assets 2018: $8,019,878Liabilities 2018: $0Net Assets 2018: $8,019,8782018Assets 2019: $8,063,299Liabilities 2019: $917Net Assets 2019: $8,062,3822019Assets 2020: $7,994,388Liabilities 2020: $0Net Assets 2020: $7,994,3882020Assets 2021: $7,938,385Liabilities 2021: $0Net Assets 2021: $7,938,3852021Assets 2022: $7,593,566Liabilities 2022: $20,329Net Assets 2022: $7,573,2372022Assets 2023: $7,277,494Liabilities 2023: $7,504Net Assets 2023: $7,269,9902023Assets 2024: $7,082,465Liabilities 2024: $5,204Net Assets 2024: $7,077,2612024

Highlighted filing

2017

Assets$3,905,710
Liabilities$44,170
Net Assets$3,861,540
Open 2017 Filing

Operations Trend

Revenue Growth95th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $253,3892010Revenue 2011: $242,568Expenses 2011: $251,664Net Income 2011: -$9,0962011Expenses 2012: $291,3902012Revenue 2013: $257,815Expenses 2013: $248,570Net Income 2013: $9,2452013Revenue 2014: $3,507,774Expenses 2014: $148,300Net Income 2014: $3,359,4742014Revenue 2015: $350,520Expenses 2015: $263,919Net Income 2015: $86,6012015Revenue 2016: $120,008Expenses 2016: $106,042Net Income 2016: $13,9662016Revenue 2017: $432,853Expenses 2017: $275,482Net Income 2017: $157,3712017Revenue 2018: $4,367,145Expenses 2018: $207,900Net Income 2018: $4,159,2452018Revenue 2019: $394,933Expenses 2019: $352,724Net Income 2019: $42,2092019Revenue 2020: $337,369Expenses 2020: $496,686Net Income 2020: -$159,3172020Revenue 2021: $447,579Expenses 2021: $502,796Net Income 2021: -$55,2172021Revenue 2022: $278,314Expenses 2022: $720,600Net Income 2022: -$442,2862022Revenue 2023: $188,715Expenses 2023: $474,607Net Income 2023: -$285,8922023Revenue 2024: $53,677Expenses 2024: $241,113Net Income 2024: -$187,4362024

Highlighted filing

2017

Revenue$432,853
Expenses$275,482
Net Income$157,371
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 15, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALBERT YUChairman-$0--
MARY BECHMANNPresident-$0--
Filing and Contact Details

Filer

Filer Name
The Kelvin Foundation
EIN
77-0528782
Phone
6509486898
Address
12008 EMERALD HILL LANE, LOS ALTOS HILLS, CA 94022

Signing Officer

Name
Mary Bechmann
Title
President
Signed
2018-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Vavrinek Trine Day & Co LLP
Address
260 Sheridan Ave Suite 440, Palo Alto, CA 94306
Preparer
Richard D Blake
Phone
6504620400
Raw XML Appendix367 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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL SUPPORT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7GENERAL SUPPORT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1CALTECH INFORMATION SCIENCE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt410000 DEGREES
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0425 Santa Teresa Street MC 2250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11200 E California Blvd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2201 THIRD STREET SUITE 1200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt32100 W FAIRY CHASM RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41650 LOS GAMOS DRIVE STE 110
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51250 FOURTH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6330 ALEXANDER STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7151 THIRD STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0STANFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1PASADENA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4SAN RAFAEL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5SANTA MONICA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7SAN FRANCISCO
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0242
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt093537
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0130241
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0130241
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0152391
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt044381
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt014231
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0242
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt093537
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0238910
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt044381
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0282632
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0238251
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt06
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0COST BASIS ADJUSTMENTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0651
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0651
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01220
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0FEDERAL TAX REFUND
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0OVERDRAFT
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc1Rounding
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OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt11
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt150
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1REGISTRY OF CHARITABLE TRUSTS
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt018387
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt150
TaxesSchedule/TaxesDetail/Amt02134
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02134
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARY BECHMANN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE KELVIN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0KELV
ReturnHeader/Filer/EIN0770528782
ReturnHeader/Filer/PhoneNum06509486898
ReturnHeader/Filer/USAddress/AddressLine1Txt012008 EMERALD HILL LANE
ReturnHeader/Filer/USAddress/CityNm0LOS ALTOS HILLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094022
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0952648289
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Vavrinek Trine Day & Co LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0260 Sheridan Ave Suite 440
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Palo Alto
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094306
ReturnHeader/PreparerPersonGrp/PhoneNum06504620400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Richard D Blake
ReturnHeader/ReturnTs02018-11-15T09:07:54-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$3,905,710
Liabilities
$44,170
Net assets
$3,861,540
Revenue
$432,853
Expenses
$275,482
Net income
$157,371
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.08$0.01$7.08$0.05$0.24$0.19
2023Detailed filing. Detailed filing data is available for this year.$7.28$0.01$7.27$0.19$0.47$0.29
2022Detailed filing. Detailed filing data is available for this year.$7.59$0.02$7.57$0.28$0.72$0.44
2021Detailed filing. Detailed filing data is available for this year.$7.94$0.00$7.94$0.45$0.50$0.06
2020Detailed filing. Detailed filing data is available for this year.$7.99$0.00$7.99$0.34$0.50$0.16
2019Detailed filing. Detailed filing data is available for this year.$8.06$0.00$8.06$0.39$0.35$0.04
2018Detailed filing. Detailed filing data is available for this year.$8.02$0.00$8.02$4.37$0.21$4.16
2017Detailed filing. Detailed filing data is available for this year.$3.91$0.04$3.86$0.43$0.28$0.16
2016Detailed filing. Detailed filing data is available for this year.$3.70$0.00$3.70$0.12$0.11$0.01
2015Detailed filing. Detailed filing data is available for this year.$3.68$0.00$3.68$0.35$0.26$0.09
2014Detailed filing. Detailed filing data is available for this year.$3.59$0.00$3.59$3.51$0.15$3.36
2013Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$0.26$0.25$0.01
2012Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$0.29
2011Summary only. Only limited summary data is available for this year.$0.41$0.00$0.24$0.25$0.01
2010Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$0.25