Civic Intelligence

Jayna Kelley Memorial Foundation Ltd.

990EZ • Fiscal year 2022 • EIN 83-4283425

Jan 01, 2022 to Dec 31, 2022 • Filed on Apr 08, 2023

Organization ProfileN/A
4628 144th StChippewa Falls, WI 54729

(715) 415-0509

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

93rd percentile

63%

Higher net margin than 93% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

88th percentile

73%

Faster asset growth than 88% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

9th percentile

-56%

Faster revenue growth than 9% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$87,916

Up $36,958 (+73%) from 2021

Net Assets

Up

$87,916

Up $36,958 (+73%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin93rd percentile

Revenue

Down

$58,672

Down $74,233 (-56%) from 2021

Expenses

Down

$21,714

Down $66,132 (-75%) from 2021

Net Income

Down

$36,958

Down $8,101 (-18%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

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

$100K$50K$0Assets 2019: $2,850Liabilities 2019: $0Net Assets 2019: $2,8502019Assets 2020: $5,899Liabilities 2020: $0Net Assets 2020: $5,8992020Assets 2021: $50,958Liabilities 2021: $0Net Assets 2021: $50,9582021Assets 2022: $87,916Liabilities 2022: $0Net Assets 2022: $87,9162022Assets 2023: $73,479Liabilities 2023: $0Net Assets 2023: $73,4792023Assets 2024: $30,435Net Assets 2024: $30,4352024

Highlighted filing

2022

Assets$87,916
Liabilities$0
Net Assets$87,916
Open 2022 Filing

Operations Trend

Revenue Growth9th percentile

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

$200K$100K$0-$100KRevenue 2019: $3,125Expenses 2019: $275Net Income 2019: $2,8502019Revenue 2020: $45,169Expenses 2020: $42,120Net Income 2020: $3,0492020Revenue 2021: $132,905Expenses 2021: $87,846Net Income 2021: $45,0592021Revenue 2022: $58,672Expenses 2022: $21,714Net Income 2022: $36,9582022Revenue 2023: $59,043Expenses 2023: $73,480Net Income 2023: -$14,4372023Revenue 2024: $117,804Expenses 2024: $160,848Net Income 2024: -$43,0442024

Highlighted filing

2022

Revenue$58,672
Expenses$21,714
Net Income$36,958
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Apr 8, 2023
Return Version
2022v5.0
Gross Receipts
$58,672
Mission and Program Overview

Mission

Providing educational opportunities at the community and state level.

Program Services

DescriptionGrantsExpenses
To improve lives by providing educational opportunities and to make the community, state, country and world a better place by providing charitable benefits.$20,581$1,133
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Brian KelleyPresident-$0--
Megan BollmanDirector-$0--
Robin KelleySecretary-$0--
Lori GrantDirector-$0--
Filing and Contact Details

Filer

Filer Name
Jayna Kelley Memorial Foundation LTD
EIN
83-4283425
Phone
7154150509
Address
4628 144th St, Chippewa Falls, WI 54729

Signing Officer

Name
Brian Kelley
Title
President
Signed
2023-04-08
Discuss with paid preparer
Yes

Preparer

Firm
Accounting Software Konsulting Inc
Address
4606 COMMERCE VALLEY RD STE 215, EAU CLAIRE, WI 54701
Preparer
Mary C Pederson
Phone
7158380080
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $173”

Other Expenses.1

“Website Expense $568”

Other Expenses.2

“WI DFI Fee $25”

Raw XML Appendix149 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PhoneNum07154150509
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04628 144th St
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0chippewa Falls
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd054729
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt050958
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt087916
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt058578
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt036958
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0367
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt087916
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt020581
IRS990EZ/GrossReceiptsAmt058672
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt094
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt050958
IRS990EZ/NetAssetsOrFundBalancesEOYAmt087916
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt050958
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt087916
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Brian Kelley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Megan Bollman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Robin Kelley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Lori Grant
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0766
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Providing educational opportunities at the community and state level.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0To improve lives by providing educational opportunities and to make the community, state, country and world a better place by providing charitable benefits.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt020581
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01133
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt021714
IRS990EZ/TotalProgramServiceExpensesAmt01133
IRS990EZ/TotalRevenueAmt058672
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt058578
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0132732
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt045164
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt03125
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0239599
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt0239599
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt058578
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0132732
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt045164
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt03125
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0239599
IRS990ScheduleA/TotalSupportAmt0239599
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $173
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Website Expense $568
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2WI DFI Fee $25
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Brian Kelley
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-04-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Jayna Kelley Memorial Foundation LTD
ReturnHeader/Filer/BusinessNameControlTxt0JAYN
ReturnHeader/Filer/EIN0834283425
ReturnHeader/Filer/PhoneNum07154150509
ReturnHeader/Filer/USAddress/AddressLine1Txt04628 144th St
ReturnHeader/Filer/USAddress/CityNm0Chippewa Falls
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054729
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391936088
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ACCOUNTING SOFTWARE KONSULTING INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04606 COMMERCE VALLEY RD STE 215
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EAU CLAIRE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd054701
ReturnHeader/PreparerPersonGrp/PhoneNum07158380080
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mary C Pederson
ReturnHeader/ReturnTs02023-04-08T11:50:28-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Brian
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Kelley
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$87,916
Liabilities
$0
Net assets
$87,916
Revenue
$58,672
Expenses
$21,714
Net income
$36,958
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.30$0.30$1.18$1.61$0.43
2023Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$0.59$0.73$0.14
2022Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.59$0.22$0.37
2021Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$1.33$0.88$0.45
2020Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$0.45$0.42$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.03$0.00$0.03