Civic Intelligence

Kellwell Foundation

EIN 87-6837473 • Lexington, MA

40 Wyman RoadLexington, MA 02420
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

41st percentile

0.00x

Higher debt load relative to assets than 41% of similar nonprofits.

$500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

43rd percentile

0.00x

Higher debt load relative to revenue than 43% of similar nonprofits.

$500k-$1M nonprofits • Source year 2023

Net Margin

1st percentile

-1094%

Higher net margin than 1% of similar nonprofits.

$500k-$1M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

20th percentile

-7.8%

Faster asset growth than 20% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

72nd percentile

26%

Faster revenue growth than 72% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets41st percentile

Assets

Up

$616,815

Up $21,947 (+3.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$616,815

Up $21,947 (+3.7%) from 2023

Operations
Liabilities / Revenue43rd percentileNet Margin1st percentile

Revenue

Up

$25,821

Up $327 (+1.3%) from 2023

Expenses

Down

$51,670

Down $252,762 (-83%) from 2023

Net Income

Up

-$25,849

Up $253,089 (+91%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth20th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.5M$1.0M$500K$0Assets 2021: $1,995,455Liabilities 2021: $0Net Assets 2021: $1,995,4552021Assets 2022: $645,114Liabilities 2022: $0Net Assets 2022: $645,1142022Assets 2023: $594,868Liabilities 2023: $0Net Assets 2023: $594,8682023Assets 2024: $616,815Liabilities 2024: $0Net Assets 2024: $616,8152024

Highlighted filing

2024

Assets$616,815
Liabilities$0
Net Assets$616,815
Open 2024 Filing

Operations Trend

Revenue Growth72nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2021: $2,008,786Expenses 2021: $0Net Income 2021: $2,008,7862021Revenue 2022: $20,174Expenses 2022: $167,662Net Income 2022: -$147,4882022Revenue 2023: $25,494Expenses 2023: $304,432Net Income 2023: -$278,9382023Revenue 2024: $25,821Expenses 2024: $51,670Net Income 2024: -$25,8492024

Highlighted filing

2024

Revenue$25,821
Expenses$51,670
Net Income-$25,849
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$616,815
Liabilities
$0
Net assets
$616,815
Revenue
$25,821
Expenses
$51,670
Net income
-$25,849
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$0.03$0.05$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$0.03$0.30$0.28
2022Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$0.02$0.17$0.15
2021Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$2.01$0.00$2.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 6, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS A CROSWELLTrustee-$0--
LISA E KELLYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Kellwell Foundation
EIN
87-6837473
Phone
9083371102
Address
40 Wyman Road, Lexington, MA 02420

Signing Officer

Name
Thomas a Croswell
Title
Trustee
Phone
9083371102
Signed
2025-05-06
Discuss with paid preparer
Yes

Preparer

Firm
Hertz Herson CPA LLP
Address
200 Fisher Drive, Avon, CT 06001
Preparer
Peter DiPaola
Phone
8606775001
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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/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0200 FISHER DRIVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0AVON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd006001
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0HERTZ HERSON ACCOUNTANTS & ADVISORS
IRS990PF/StatementsRegardingActyGrp/PhoneNum08606775001
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0THOMAS A CROSWELL
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1LISA E KELLY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt049400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General Charitable Purposes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0The Possible Project
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt017 Sellers Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Cambridge
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002139
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt049400
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt049400
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt082768
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt033368
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0228708
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt063760
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt033368
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0259100
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0228708
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt030392
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt049400
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0259100
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0292468
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MA Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt035
OtherIncreasesSchedule/OtherIncreasesDetail/Amt047796
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Appreciated Value for Donations of Stock Over Book Value
TaxesSchedule/TaxesDetail/Amt0340
TaxesSchedule/TaxesDetail/CategoryTxt0Excise Tax On Investment Income
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS A CROSWELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09083371102
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Kellwell Foundation
ReturnHeader/Filer/BusinessNameControlTxt0KELL
ReturnHeader/Filer/EIN0876837473
ReturnHeader/Filer/PhoneNum09083371102
ReturnHeader/Filer/USAddress/AddressLine1Txt040 Wyman Road
ReturnHeader/Filer/USAddress/CityNm0Lexington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002420
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0812276003
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Hertz Herson CPA LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0200 Fisher Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Avon
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006001
ReturnHeader/PreparerPersonGrp/PhoneNum08606775001
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Peter DiPaola
ReturnHeader/ReturnTs02025-05-07T11:49:21-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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