Civic Intelligence

Matthew Kelly Residuary Trust

EIN 90-6303656 • Novato, CA

7200 Redwood Blvd 403Novato, CA 94945
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.16x

Higher debt load relative to assets than 63% of similar nonprofits.

$5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

74th percentile

0.37x

Higher debt load relative to revenue than 74% of similar nonprofits.

$5M-$10M nonprofits • Source year 2023

Net Margin

5th percentile

-89%

Higher net margin than 5% of similar nonprofits.

$5M-$10M nonprofits • Source year 2023

Top Officer Pay

33rd percentile

$0

Higher top officer pay than 33% of similar nonprofits.

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

$5M-$10M nonprofits • Source year 2023

Asset Growth

7th percentile

-18%

Faster asset growth than 7% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

75th percentile

39%

Faster revenue growth than 75% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$6,897,167

Down $1,525,083 (-18%) from 2022

Liabilities

Up

$1,070,530

Up $1,070,530 from 2022

Net Assets

Down

$5,826,637

Down $2,595,613 (-31%) from 2022

Operations
Liabilities / Revenue74th percentileNet Margin5th percentile

Revenue

Up

$2,920,806

Up $814,780 (+39%) from 2022

Expenses

Up

$5,516,419

Up $3,827,402 (+227%) from 2022

Net Income

Down

-$2,595,613

Down $3,012,622 (-722%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth7th percentile

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

$10M$5.0M$0Assets 2022: $8,422,250Liabilities 2022: $0Net Assets 2022: $8,422,2502022Assets 2023: $6,897,167Liabilities 2023: $1,070,530Net Assets 2023: $5,826,6372023

Highlighted filing

2023

Assets$6,897,167
Liabilities$1,070,530
Net Assets$5,826,637
Open 2023 Filing

Operations Trend

Revenue Growth75th percentile

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

$10M$5.0M$0-$5.0MRevenue 2022: $2,106,026Expenses 2022: $1,689,017Net Income 2022: $417,0092022Revenue 2023: $2,920,806Expenses 2023: $5,516,419Net Income 2023: -$2,595,6132023

Highlighted filing

2023

Revenue$2,920,806
Expenses$5,516,419
Net Income-$2,595,613
Open 2023 Filing

Filings

Most recent year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,897,167
Liabilities
$1,070,530
Net assets
$5,826,637
Revenue
$2,920,806
Expenses
$5,516,419
Net income
-$2,595,613
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$6.90$1.07$5.83$2.92$5.52$2.60
2022Detailed filing. Detailed filing data is available for this year.$8.42$0.00$8.42$2.11$1.69$0.42
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2022 to Sep 30, 2023
Signed
Jul 29, 2024
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARLES CROCKER IIIDirector-$0--
MATTHEW B KELLYPresident-$0--
MARY KELLYDirector-$0--
CHARLES MCGETTIGANDirector-$0--
CONRAD DONNERSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Matthew Kelly Residuary Trust
EIN
90-6303656
Phone
4158975678
Address
7200 REDWOOD BLVD 403, NOVATO, CA 94945

Signing Officer

Name
Conrad Donner
Title
Director & Secretary
Phone
4158975678
Signed
2024-07-29
Discuss with paid preparer
Yes

Preparer

Firm
Ghirardo CPA
Address
7200 REDWOOD BLVD SUITE 403, NOVATO, CA 94945
Preparer
Jennifer Guglielmo Jagdeo
Phone
4158975678
Raw XML Appendix314 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.

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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0CHARLES CROCKER III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MATTHEW B KELLY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MARY KELLY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3CHARLES MCGETTIGAN
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO SUPPORT THE PROGRAMS OF THE CHARITY.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0MATTHEW KELLY FAMIMLY FOUNDATION CO GHIRARDO CPA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd094945
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt05400000
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/AppliedToCurrentYearAmt0524873
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0524873
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01064945
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0118943
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0436289
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt06495304
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt04875127
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01064945
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0118943
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0436289
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt05400000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt04875127
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt06495304
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01620177
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL & ACCOUNTING
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt029651
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt029651
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt02874434
OtherIncomeSchedule2/OtherIncomeDetail/Desc0NET INCOME FROM PASSTHROUGH
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt02874434
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt02874434
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt00
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0INVESTMENT IN INSURED AIRCRAFT TITLE SERVICE LLC
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt01070530
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt056238
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt130455
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt275
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0TRUSTEE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1INSURANCE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2FILING FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt20
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt056238
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt130455
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt275
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CONRAD DONNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR & SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum04158975678
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-07-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MATTHEW KELLY RESIDUARY TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O GHIRARDO CPA
ReturnHeader/Filer/BusinessNameControlTxt0MATT
ReturnHeader/Filer/EIN0906303656
ReturnHeader/Filer/PhoneNum04158975678
ReturnHeader/Filer/USAddress/AddressLine1Txt07200 REDWOOD BLVD 403
ReturnHeader/Filer/USAddress/CityNm0NOVATO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094945
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0680232047
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GHIRARDO CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07200 REDWOOD BLVD SUITE 403
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NOVATO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094945
ReturnHeader/PreparerPersonGrp/PhoneNum04158975678
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JENNIFER GUGLIELMO JAGDEO
ReturnHeader/ReturnTs02024-08-05T11:37:35-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02022-10-01
ReturnHeader/TaxPeriodEndDt02023-09-30
ReturnHeader/TaxYr02022

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