Civic Intelligence

Kerry Foundation

990PF • Fiscal year 2019 • EIN 94-2722106

Jan 01, 2019 to Dec 31, 2019 • Filed on Mar 28, 2020

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.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

71st percentile

15%

Higher net margin than 71% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

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.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

52nd percentile

1.6%

Faster asset growth than 52% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

89th percentile

64%

Faster revenue growth than 89% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$66,453

Up $1,034 (+1.6%) from 2018

Net Assets

Up

$66,453

Up $1,034 (+1.6%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin71st percentile

Revenue

Up

$6,793

Up $2,640 (+64%) from 2018

Expenses

Up

$5,759

Up $83 (+1.5%) from 2018

Net Income

Up

$1,034

Up $2,557 (+168%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth52nd 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

2019

Assets$66,453
Liabilities$0
Net Assets$66,453
Open 2019 Filing

Operations Trend

Revenue Growth89th 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

2019

Revenue$6,793
Expenses$5,759
Net Income$1,034
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Mar 28, 2020
Return Version
2019v5.1
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 Robatcek
Title
Director
Phone
5418849207
Signed
2020-03-28
Discuss with paid preparer
Yes

Preparer

Firm
Wise & Co Llp
Address
422 S 5TH STREET, KLAMATH FALLS, OR 97601
Preparer
Dianne E Spires
Phone
5418826630
Raw XML Appendix351 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/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0LOUISE C ROBATCEK
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0445 SUNSET BEACH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0KLAMATH FALLS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd097601
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OR
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum05418849207
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/GrantOrContributionPdDurYrGrp/Amt03675
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CASA FOR CHILDREN OF KLAMATH COUNTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0731 MAIN STREET STE 202
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0KLAMATH FALLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd097601
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt03675
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/AppliedToCurrentYearAmt03185
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt03185
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0904
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0457
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01080
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01757
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0977
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0977
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt04688
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0490
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0904
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0457
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01080
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01757
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03675
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0490
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt05665
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt05175
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OREGON CORPORATION FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0100
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0663
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MORGAN STANLEY INV FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0663
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt027
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/Amt027
TaxesSchedule/TaxesDetail/Amt144
TaxesSchedule/TaxesDetail/CategoryTxt0OREGON CT 12
TaxesSchedule/TaxesDetail/CategoryTxt1INVESTMENT INCOME TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt144
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LOUISE ROBATCEK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05418849207
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-03-28
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/PreparerFirmGrp/PreparerFirmEIN0815001265
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WISE & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0422 S 5TH STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KLAMATH FALLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097601
ReturnHeader/PreparerPersonGrp/PhoneNum05418826630
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DIANNE E SPIRES
ReturnHeader/ReturnTs02020-04-20T18:12:24-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$66,453
Liabilities
$0
Net assets
$66,453
Revenue
$6,793
Expenses
$5,759
Net income
$1,034
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