Civic Intelligence

Kerry Foundation

990PF • Fiscal year 2016 • EIN 94-2722106

Jan 01, 2016 to Dec 31, 2016 • Filed on May 22, 2017

Organization Profile
445 Sunset Beach RoadKlamath Falls, OR 97601

(541) 884-9207

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

65th percentile

10%

Higher net margin than 65% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

51st percentile

0.8%

Faster asset growth than 51% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

59th percentile

5.0%

Faster revenue growth than 59% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$67,580

Up $510 (+0.8%) from 2015

Net Assets

$67,580

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin65th percentile

Revenue

Up

$5,002

Up $239 (+5.0%) from 2015

Expenses

Down

$4,492

Down $101 (-2.2%) from 2015

Net Income

Up

$510

Up $340 (+200%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$80K$60K$40K$20K$0Assets 2011: $60,999Liabilities 2011: $02011Assets 2012: $63,925Liabilities 2012: $02012Assets 2013: $63,925Liabilities 2013: $02013Assets 2014: $67,199Liabilities 2014: $02014Assets 2015: $67,070Liabilities 2015: $02015Assets 2016: $67,580Liabilities 2016: $0Net Assets 2016: $67,5802016Assets 2017: $66,942Liabilities 2017: $0Net Assets 2017: $66,9422017Assets 2018: $65,419Liabilities 2018: $0Net Assets 2018: $65,4192018Assets 2019: $66,453Liabilities 2019: $0Net Assets 2019: $66,4532019Assets 2020: $67,807Liabilities 2020: $0Net Assets 2020: $67,8072020Assets 2021: $67,016Liabilities 2021: $0Net Assets 2021: $67,0162021Assets 2022: $69,361Liabilities 2022: $0Net Assets 2022: $69,3612022Assets 2023: $67,210Liabilities 2023: $0Net Assets 2023: $67,2102023Assets 2024: $76,875Liabilities 2024: $0Net Assets 2024: $76,8752024

Highlighted filing

2016

Assets$67,580
Liabilities$0
Net Assets$67,580
Open 2016 Filing

Operations Trend

Revenue Growth59th percentile

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

$15K$10K$5.0K$0-$5.0KRevenue 2011: $3,602Expenses 2011: $2,999Net Income 2011: $6032011Revenue 2012: $6,815Expenses 2012: $3,888Net Income 2012: $2,9272012Revenue 2013: $7,712Expenses 2013: $4,681Net Income 2013: $3,0312013Revenue 2014: $4,871Expenses 2014: $4,629Net Income 2014: $2422014Revenue 2015: $4,763Expenses 2015: $4,593Net Income 2015: $1702015Revenue 2016: $5,002Expenses 2016: $4,492Net Income 2016: $5102016Revenue 2017: $4,614Expenses 2017: $5,252Net Income 2017: -$6382017Revenue 2018: $4,153Expenses 2018: $5,676Net Income 2018: -$1,5232018Revenue 2019: $6,793Expenses 2019: $5,759Net Income 2019: $1,0342019Revenue 2020: $6,963Expenses 2020: $5,609Net Income 2020: $1,3542020Revenue 2021: $4,850Expenses 2021: $5,641Net Income 2021: -$7912021Revenue 2022: $7,178Expenses 2022: $4,834Net Income 2022: $2,3442022Revenue 2023: $2,349Expenses 2023: $4,500Net Income 2023: -$2,1512023Revenue 2024: $14,017Expenses 2024: $4,353Net Income 2024: $9,6642024

Highlighted filing

2016

Revenue$5,002
Expenses$4,492
Net Income$510
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 22, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LOUISE C ROBATCEKDirector-$0--
KELLY RILEYBoard Member-$0--
KANDY BAKERBoard Member-$0--
KIM RANKINBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
The Kerry Foundation
EIN
94-2722106
Phone
5418849207
Address
445 SUNSET BEACH ROAD, KLAMATH FALLS, OR 97601

Signing Officer

Name
Louise C Robatcek
Title
Director
Phone
5418849207
Signed
2017-05-22
Discuss with paid preparer
Yes

Preparer

Firm
Romig & Associates P C
Address
1875 AUSTIN ST, KLAMATH FALLS, OR 97603-4677
Preparer
Thomas C Romig
Phone
5412737237
Raw XML Appendix263 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/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt04675
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0CORPORATION FEE
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt050
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BUSINESS ACCOUNT FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0120
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0120
OtherIncomeSchedule2/OtherIncomeDetail/Desc0REFUND
OtherIncomeSchedule2/OtherIncomeDetail/Desc1NET NON DIVIDEND DISTRIBUTION
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0150
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0555
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1150
TaxesSchedule/TaxesDetail/Amt046
TaxesSchedule/TaxesDetail/CategoryTxt0TREASURY DEPARTMENT
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LOUISE C ROBATCEK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05418849207
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE KERRY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0KERR
ReturnHeader/Filer/EIN0942722106
ReturnHeader/Filer/PhoneNum05418849207
ReturnHeader/Filer/USAddress/AddressLine1Txt0445 SUNSET BEACH ROAD
ReturnHeader/Filer/USAddress/CityNm0KLAMATH FALLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097601
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0925B78A6857A337E2CF11B33A92CEC4D68C2ECC0
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId02AF561AED5CF417DF4A8F4480DC7452C8E7912DA
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0931326724
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROMIG & ASSOCIATES P C
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01875 AUSTIN ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KLAMATH FALLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0976034677
ReturnHeader/PreparerPersonGrp/PhoneNum05412737237
ReturnHeader/PreparerPersonGrp/PreparationDt02017-06-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS C ROMIG
ReturnHeader/ReturnTs02017-06-08T13:12:36-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$67,580
Liabilities
$0
Net assets
$67,580
Revenue
$5,002
Expenses
$4,492
Net income
$510
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$76.9$0.00$76.9$14.0$4.35$9.66
2023Detailed filing. Detailed filing data is available for this year.$67.2$0.00$67.2$2.35$4.50$2.15
2022Detailed filing. Detailed filing data is available for this year.$69.4$0.00$69.4$7.18$4.83$2.34
2021Detailed filing. Detailed filing data is available for this year.$67.0$0.00$67.0$4.85$5.64$0.79
2020Detailed filing. Detailed filing data is available for this year.$67.8$0.00$67.8$6.96$5.61$1.35
2019Detailed filing. Detailed filing data is available for this year.$66.5$0.00$66.5$6.79$5.76$1.03
2018Detailed filing. Detailed filing data is available for this year.$65.4$0.00$65.4$4.15$5.68$1.52
2017Detailed filing. Detailed filing data is available for this year.$66.9$0.00$66.9$4.61$5.25$0.64
2016Detailed filing. Detailed filing data is available for this year.$67.6$0.00$67.6$5.00$4.49$0.51
2015Summary only. Only limited summary data is available for this year.$67.1$0.00$4.76$4.59$0.17
2014Summary only. Only limited summary data is available for this year.$67.2$0.00$4.87$4.63$0.24
2013Summary only. Only limited summary data is available for this year.$63.9$0.00$7.71$4.68$3.03
2012Summary only. Only limited summary data is available for this year.$63.9$0.00$6.82$3.89$2.93
2011Summary only. Only limited summary data is available for this year.$61.0$0.00$3.60$3.00$0.60