Civic Intelligence

Kerry Foundation

990PF • Fiscal year 2017 • EIN 94-2722106

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 02, 2018

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

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

22nd percentile

-14%

Higher net margin than 22% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

43rd percentile

-0.9%

Faster asset growth than 43% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

35th percentile

-7.8%

Faster revenue growth than 35% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$66,942

Down $638 (-0.9%) from 2016

Net Assets

Down

$66,942

Down $638 (-0.9%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin22nd percentile

Revenue

Down

$4,614

Down $388 (-7.8%) from 2016

Expenses

Up

$5,252

Up $760 (+17%) from 2016

Net Income

Down

-$638

Down $1,148 (-225%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth43rd 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

2017

Assets$66,942
Liabilities$0
Net Assets$66,942
Open 2017 Filing

Operations Trend

Revenue Growth35th 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

2017

Revenue$4,614
Expenses$5,252
Net Income-$638
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 2, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay77th 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
2018-04-02

Preparer

Firm
Wise & Co Llp
Address
422 S 5TH ST, KLAMATH FALLS, OR 97601-6110
Preparer
Dianne E Spires
Phone
5418826630
Raw XML Appendix274 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/ExcessFromYear1Amt01080
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01757
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0977
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01220
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03726
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0457
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt06122
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt05665
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt050
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OREGON CORPORATION FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt050
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0120
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MORGAN STANLEY INV FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0120
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt027
TaxesSchedule/TaxesDetail/Amt027
TaxesSchedule/TaxesDetail/Amt179
TaxesSchedule/TaxesDetail/CategoryTxt0OREGON CT 12
TaxesSchedule/TaxesDetail/CategoryTxt1INVESTMENT INCOME TAX
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LOUISE C ROBATCEK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05418849207
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-02
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/AtSubmissionCreationDeviceId0F96FFF909966C239231AC1C3BEF34C420617780C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0AD6176E3E20FDB5E5C4E445314CAC1AE98541D43
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt069.36.197.16
ReturnHeader/FilingSecurityInformation/IPDt02018-04-05
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm013:19:57
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0815001265
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WISE & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0422 S 5TH ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KLAMATH FALLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0976016110
ReturnHeader/PreparerPersonGrp/PhoneNum05418826630
ReturnHeader/PreparerPersonGrp/PreparationDt02018-04-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DIANNE E SPIRES
ReturnHeader/ReturnTs02018-04-05T11:19:57-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$66,942
Liabilities
$0
Net assets
$66,942
Revenue
$4,614
Expenses
$5,252
Net income
-$638
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