Civic Intelligence

Kellwell Foundation

990PF • Fiscal year 2021 • EIN 87-6837473

Dec 02, 2021 to Dec 31, 2021 • Filed on Feb 17, 2023

Organization Profile
40 Wyman RoadLexington, MA 02420

(908) 337-1102

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

100th percentile

100%

Higher net margin than 100% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

$1,995,455

No earlier filing loaded for comparison.

Net Assets

$1,995,455

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin100th percentile

Revenue

$2,008,786

No earlier filing loaded for comparison.

Expenses

$0

No earlier filing loaded for comparison.

Net Income

$2,008,786

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2021

Assets$1,995,455
Liabilities$0
Net Assets$1,995,455
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2021

Revenue$2,008,786
Expenses$0
Net Income$2,008,786
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Dec 2, 2021 to Dec 31, 2021
Signed
Feb 17, 2023
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay46th percentile

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
2023-02-17
Discuss with paid preparer
Yes

Preparer

Firm
Nathan Kaufman Accountants & Advisors
Address
200 Fisher Drive, Avon, CT 06001
Preparer
Alan J Nathan CPA
Phone
8606775001
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt013331
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Unrealized losses
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS A CROSWELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09083371102
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-02-17
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/PreparerFirmGrp/PreparerFirmEIN0262953282
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NATHAN KAUFMAN ACCOUNTANTS & ADVISORS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0200 Fisher Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Avon
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006001
ReturnHeader/PreparerPersonGrp/PhoneNum08606775001
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALAN J NATHAN CPA
ReturnHeader/ReturnTs02023-02-26T11:15:10-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0THOMAS
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CROSWELL
ReturnHeader/TaxPeriodBeginDt02021-12-02
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,995,455
Liabilities
$0
Net assets
$1,995,455
Revenue
$2,008,786
Expenses
$0
Net income
$2,008,786
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