Civic Intelligence

Robert Keleher Private Foundation Inc.

990PF • Fiscal year 2023 • EIN 83-0773547

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 29, 2024

Organization Profile
167 E Main StreetEast Islip, NY 11730

(631) 446-1800

Siviq Scores

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

Liabilities / Assets

16th percentile

0.01x

Higher debt load relative to assets than 16% of similar nonprofits.

2023 filings • NTEE B • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.39x

Higher debt load relative to revenue than 60% of similar nonprofits.

2023 filings • NTEE B • $5M-$10M nonprofits • Source year 2023

Net Margin

97th percentile

76%

Higher net margin than 97% of similar nonprofits.

2023 filings • NTEE B • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

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

2023 filings • NTEE B • $5M-$10M nonprofits • Source year 2023

Asset Growth

33rd percentile

0.5%

Faster asset growth than 33% of similar nonprofits.

2023 filings • NTEE B • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

83rd percentile

37%

Faster revenue growth than 83% of similar nonprofits.

2023 filings • NTEE B • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets16th percentile

Assets

Up

$8,400,951

Up $41,844 (+0.5%) from 2022

Net Assets

Down

$8,294,851

Down $34,256 (-0.4%) from 2022

Liabilities

Up

$106,100

Up $76,100 (+254%) from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin97th percentile

Revenue

Up

$272,108

Up $73,794 (+37%) from 2022

Expenses

Down

$64,154

Down $389,961 (-86%) from 2022

Net Income

Up

$207,954

Up $463,755 (+181%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$10M$5.0M$0Assets 2022: $8,359,107Liabilities 2022: $30,000Net Assets 2022: $8,329,1072022Assets 2023: $8,400,951Liabilities 2023: $106,100Net Assets 2023: $8,294,8512023Assets 2024: $8,795,444Liabilities 2024: $46,100Net Assets 2024: $8,749,3442024

Highlighted filing

2023

Assets$8,400,951
Liabilities$106,100
Net Assets$8,294,851
Open 2023 Filing

Operations Trend

Revenue Growth83rd percentile

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

$600K$400K$200K$0-$200K-$400KRevenue 2022: $198,314Expenses 2022: $454,115Net Income 2022: -$255,8012022Revenue 2023: $272,108Expenses 2023: $64,154Net Income 2023: $207,9542023Revenue 2024: $305,726Expenses 2024: $128,965Net Income 2024: $176,7612024

Highlighted filing

2023

Revenue$272,108
Expenses$64,154
Net Income$207,954
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 29, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES P PHELANTrustee-$0--
LAWRENCE SIEGELTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Robert Keleher Private Foundation
EIN
83-0773547
Phone
6314461800
Address
167 E MAIN STREET, EAST ISLIP, NY 11730

Signing Officer

Name
James P Phelan
Title
Director
Phone
6314461800
Signed
2024-04-29

Preparer

Firm
James P Phelan CPA Pc
Address
167 E Main St, East Islip, NY 11730
Preparer
James P Phelan CPA
Phone
6314461800
Raw XML Appendix316 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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DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt1218750
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt030128
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt114583
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DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc01801 Lakeland Ave, Ronkonkoma, NY 11779
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc11801 Lakeland Ave Improvements
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0NOTE REGARDING REAL ESTATE LINE ITEM REPORTING
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THE REAL ESTATE PROPERTY IS BEING REPORTED ON PAGE 2, LINE 11 THE REAL ESTATE PROPERTY IS BEING REPORTED ON PAGE 2, LINE 11 THE REAL ESTATE PROPERTY IS BEING REPORTED ON PAGE 2, LINE 11 THE REAL ESTATE PROPERTY IS BEING REPORTED ON PAGE 2, LINE 11
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt019245
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt00
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IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt08329107
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IRS990PF/MethodOfAccountingAccrualInd0X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JAMES P PHELAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1LAWRENCE SIEGEL
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0JAMES P PHELAN CPA PC
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0KRISTINA SCANLON MCGUIRE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum06318163605
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt078 W BARTLETT RD
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd011953
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0LONG ISLAND HIGH SCHOOLS, ESPECIALLY THE EAST ISLIP AND BALDWIN SCHOOL DISTRICTS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0DEADLINES ARE BY A PRESCRIBED DATE WITHIN THE SCHOOL YEAR, TWICE A YEAR TYPICALLY
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0393214
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt020593
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt020593
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt020593
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0198
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0198
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0198
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0198
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0198
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt020593
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0372621
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0347683
OtherDecreasesSchedule/OtherDecreasesDetail/Amt1765
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED LOSSES ON INVESTMENTS
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1EXCISE TAX
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0198
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0198
OtherIncomeSchedule2/OtherIncomeDetail/Desc0NONTAXABLE DIVIDENDS
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt051740
OtherIncreasesSchedule/OtherIncreasesDetail/Amt055735
OtherIncreasesSchedule/OtherIncreasesDetail/Amt1503
OtherIncreasesSchedule/OtherIncreasesDetail/Amt250000
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0NET RENTAL INCOME COLLECTED
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1CAPITAL GAIN DISTRIBUTIONS
OtherIncreasesSchedule/OtherIncreasesDetail/Desc2INHERITANCE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt030000
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0COMMISSION LIABILITIES
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc1OPENING CONTRIBUTION
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt06000
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt1100
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt019245
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0KRISTINA SCANLON MCGUIRE SCHOOL LIAISON
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES P PHELAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06314461800
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROBERT KELEHER PRIVATE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0830773547
ReturnHeader/Filer/PhoneNum06314461800
ReturnHeader/Filer/USAddress/AddressLine1Txt0167 E MAIN STREET
ReturnHeader/Filer/USAddress/CityNm0EAST ISLIP
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011730
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271334134
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JAMES P PHELAN CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0167 E Main St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0East Islip
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011730
ReturnHeader/PreparerPersonGrp/PhoneNum06314461800
ReturnHeader/PreparerPersonGrp/PreparationDt02024-10-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES P PHELAN CPA
ReturnHeader/ReturnTs02024-10-29T10:37:26-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,400,951
Liabilities
$106,100
Net assets
$8,294,851
Revenue
$272,108
Expenses
$64,154
Net income
$207,954
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.80$0.05$8.75$0.31$0.13$0.18
2023Detailed filing. Detailed filing data is available for this year.$8.40$0.11$8.29$0.27$0.06$0.21
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.36$0.03$8.33$0.20$0.45$0.26