Civic Intelligence

John J Kennedy Endowment Fund

990PF • Fiscal year 2021 • EIN 85-6355348

Jan 01, 2021 to Dec 31, 2021 • Filed on May 12, 2022

Organization Profile
2101 Highway 34 South Suite AWall, NJ 07719

(732) 255-5000

Siviq Scores

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

Liabilities / Assets

80th percentile

0.00x

Higher debt load relative to assets than 80% of similar nonprofits.

2021 filings • NTEE T22 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

83rd percentile

0.00x

Higher debt load relative to revenue than 83% of similar nonprofits.

2021 filings • NTEE T22 • <$500k nonprofits • Source year 2021

Net Margin

23rd percentile

-96%

Higher net margin than 23% of similar nonprofits.

2021 filings • NTEE T22 • <$500k nonprofits • Source year 2021

Top Officer Pay

98th percentile

$5,270

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 53.0% of source-year revenue.

2021 filings • NTEE T22 • <$500k nonprofits • Source year 2021

Asset Growth

39th percentile

-4.3%

Faster asset growth than 39% of similar nonprofits.

2021 filings • NTEE T22 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

87th percentile

237%

Faster revenue growth than 87% of similar nonprofits.

2021 filings • NTEE T22 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets80th percentile

Assets

Down

$212,168

Down $9,489 (-4.3%) from 2020

Net Assets

Down

$212,168

Down $9,489 (-4.3%) from 2020

Liabilities

Up

$1

Up $1 from 2020

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin23rd percentile

Revenue

Up

$9,935

Up $6,989 (+237%) from 2020

Expenses

Up

$19,441

Up $16,177 (+496%) from 2020

Net Income

Down

-$9,506

Down $9,188 (-2889%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$300K$200K$100K$0Assets 2020: $221,657Liabilities 2020: $0Net Assets 2020: $221,6572020Assets 2021: $212,168Liabilities 2021: $1Net Assets 2021: $212,1682021Assets 2022: $196,422Liabilities 2022: $0Net Assets 2022: $196,4222022Assets 2023: $187,751Liabilities 2023: $0Net Assets 2023: $187,7512023Assets 2024: $184,485Liabilities 2024: $0Net Assets 2024: $184,4852024

Highlighted filing

2021

Assets$212,168
Liabilities$1
Net Assets$212,168
Open 2021 Filing

Operations Trend

Revenue Growth87th percentile

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

$30K$20K$10K$0-$10K-$20KRevenue 2020: $2,946Expenses 2020: $3,264Net Income 2020: -$3182020Revenue 2021: $9,935Expenses 2021: $19,441Net Income 2021: -$9,5062021Revenue 2022: $6,699Expenses 2022: $22,326Net Income 2022: -$15,6272022Revenue 2023: $12,527Expenses 2023: $21,180Net Income 2023: -$8,6532023Revenue 2024: $13,048Expenses 2024: $16,365Net Income 2024: -$3,3172024

Highlighted filing

2021

Revenue$9,935
Expenses$19,441
Net Income-$9,506
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 12, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Garden State Trust CompanyTrustee-$5,270-$5,270
Filing and Contact Details

Filer

Filer Name
John J Kennedy Endowment Fund
EIN
85-6355348
Phone
7322555000
Address
2101 Highway 34 South Suite A, Wall, NJ 07719

Signing Officer

Name
Garden State Trust Company
Title
Trustee
Signed
2022-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Koerner & Koerner PA
Address
10 Allen Street Suite 3A, Toms River, NJ 08753
Preparer
James K Koerner
Phone
7322442323
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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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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0600
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0132
OtherIncreasesSchedule/OtherIncreasesDetail/Desc02021 DIVIDENDS POSTED IN 2020
TaxesSchedule/TaxesDetail/Amt05
TaxesSchedule/TaxesDetail/Amt141
TaxesSchedule/TaxesDetail/Amt225
TaxesSchedule/TaxesDetail/CategoryTxt0ADR FEES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt2Taxes Paid 2021
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt05
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt141
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Garden State Trust Company
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0John J Kennedy Endowment Fund
ReturnHeader/Filer/BusinessNameControlTxt0JOHN
ReturnHeader/Filer/EIN0856355348
ReturnHeader/Filer/PhoneNum07322555000
ReturnHeader/Filer/USAddress/AddressLine1Txt02101 Highway 34 South Suite A
ReturnHeader/Filer/USAddress/CityNm0Wall
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd007719
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0221975109
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Koerner & Koerner PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010 Allen Street Suite 3A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Toms River
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd008753
ReturnHeader/PreparerPersonGrp/PhoneNum07322442323
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0James K Koerner
ReturnHeader/ReturnTs02022-05-12T08:03:43-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Garden State Trust
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Company
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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Filings

Displayed year

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

Open filing
Assets
$212,168
Liabilities
$1
Net assets
$212,168
Revenue
$9,935
Expenses
$19,441
Net income
-$9,506
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.13$0.16$0.03
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.88$0.00$1.88$0.13$0.21$0.09
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.96$0.00$1.96$0.07$0.22$0.16
2021Detailed filing. Detailed filing data is available for this year.$2.12$0.00$2.12$0.10$0.19$0.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.22$0.00$2.22$0.03$0.03$0.00