Civic Intelligence

John J Kennedy Endowment Fund

990PF • Fiscal year 2022 • EIN 85-6355348

Jan 01, 2022 to Dec 31, 2022 • Filed on May 03, 2023

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

78th percentile

0.00x

Higher debt load relative to assets than 78% of similar nonprofits.

2022 filings • NTEE T22 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

81st percentile

0.00x

Higher debt load relative to revenue than 81% of similar nonprofits.

2022 filings • NTEE T22 • <$500k nonprofits • Source year 2022

Net Margin

21st percentile

-233%

Higher net margin than 21% of similar nonprofits.

2022 filings • NTEE T22 • <$500k nonprofits • Source year 2022

Top Officer Pay

97th percentile

$5,201

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 77.6% of source-year revenue.

2022 filings • NTEE T22 • <$500k nonprofits • Source year 2022

Asset Growth

41st percentile

-7.4%

Faster asset growth than 41% of similar nonprofits.

2022 filings • NTEE T22 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

41st percentile

-33%

Faster revenue growth than 41% of similar nonprofits.

2022 filings • NTEE T22 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets78th percentile

Assets

Down

$196,422

Down $15,746 (-7.4%) from 2021

Net Assets

Down

$196,422

Down $15,746 (-7.4%) from 2021

Liabilities

Up

$1

Up $1 from 2021

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin21st percentile

Revenue

Down

$6,699

Down $3,236 (-33%) from 2021

Expenses

Up

$22,326

Up $2,885 (+15%) from 2021

Net Income

Down

-$15,627

Down $6,121 (-64%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth41st 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: $0Net Assets 2021: $212,1682021Assets 2022: $196,422Liabilities 2022: $1Net Assets 2022: $196,4222022Assets 2023: $187,751Liabilities 2023: $0Net Assets 2023: $187,7512023Assets 2024: $184,485Liabilities 2024: $0Net Assets 2024: $184,4852024

Highlighted filing

2022

Assets$196,422
Liabilities$1
Net Assets$196,422
Open 2022 Filing

Operations Trend

Revenue Growth41st 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

2022

Revenue$6,699
Expenses$22,326
Net Income-$15,627
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 3, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay97th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Garden State Trust CompanyTrustee-$5,201-$5,201
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
2023-05-03
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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt017000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0STEVENS INSTITUTE OF TECHNOLOGY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01 CASTLE POINT TERRACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0HOBOKEN
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt08621
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt09679
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt012248
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt018300
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt03627
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt09679
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0235
OtherDecreasesSchedule/OtherDecreasesDetail/Desc02023 DIVIDENDS POSTED IN 2022
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0115
OtherIncreasesSchedule/OtherIncreasesDetail/Amt11
OtherIncreasesSchedule/OtherIncreasesDetail/Desc02022 DIVIDENDS POSTED IN 2021
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1ROUNDING
TaxesSchedule/TaxesDetail/Amt083
TaxesSchedule/TaxesDetail/Amt142
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAYMENT - PRIOR YEAR
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt042
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/PersonNm0Garden State Trust Company
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-03
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/IRSResponsiblePrtyInfoCurrInd0true
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/ReturnTs02023-05-11T05:20:49-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Garden State Trust
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Company
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 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$196,422
Liabilities
$1
Net assets
$196,422
Revenue
$6,699
Expenses
$22,326
Net income
-$15,627
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
2022Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$0.07$0.22$0.16
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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