Civic Intelligence

Kew Foundation America

990 • Fiscal year 2017 • EIN 94-3143831

Jan 01, 2017 to Dec 31, 2017 • Filed on Sep 21, 2018

Chapel York 1000 N West St 1200Wilmington, DE 19801

(302) 295-4959

Siviq Scores

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

Liabilities / Assets

54th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

54th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

6th percentile

-71%

Higher net margin than 6% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

10th percentile

-44%

Faster asset growth than 10% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

15th percentile

-33%

Faster revenue growth than 15% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$313,286

Down $248,841 (-44%) from 2016

Net Assets

Down

$313,286

Down $248,841 (-44%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$351,231

Down $173,033 (-33%) from 2016

Expenses

Down

$600,072

Down $56,090 (-8.5%) from 2016

Net Income

Down

-$248,841

Down $116,943 (-89%) from 2016

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $286,882Liabilities 2011: $02011Assets 2012: $271,891Liabilities 2012: $02012Assets 2013: $696,164Liabilities 2013: $0Net Assets 2013: $696,1642013Assets 2014: $704,414Liabilities 2014: $0Net Assets 2014: $704,4142014Assets 2015: $694,025Liabilities 2015: $0Net Assets 2015: $694,0252015Assets 2016: $562,127Liabilities 2016: $0Net Assets 2016: $562,1272016Assets 2017: $313,286Liabilities 2017: $0Net Assets 2017: $313,2862017Assets 2018: $753,007Liabilities 2018: $0Net Assets 2018: $753,0072018Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019

Highlighted filing

2017

Assets$313,286
Liabilities$0
Net Assets$313,286

Operations Trend

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

$2.0M$1.0M$0-$1.0MRevenue 2011: $46,245Expenses 2011: $29,565Net Income 2011: $16,6802011Revenue 2012: $65,428Expenses 2012: $80,404Net Income 2012: -$14,9762012Revenue 2013: $568,815Expenses 2013: $144,542Net Income 2013: $424,2732013Revenue 2014: $1,491,960Expenses 2014: $1,483,710Net Income 2014: $8,2502014Revenue 2015: $432,931Expenses 2015: $443,320Net Income 2015: -$10,3892015Revenue 2016: $524,264Expenses 2016: $656,162Net Income 2016: -$131,8982016Revenue 2017: $351,231Expenses 2017: $600,072Net Income 2017: -$248,8412017Revenue 2018: $941,314Expenses 2018: $501,593Net Income 2018: $439,7212018Revenue 2019: $154,598Expenses 2019: $903,435Net Income 2019: -$748,8372019

Highlighted filing

2017

Revenue$351,231
Expenses$600,072
Net Income-$248,841
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Sep 21, 2018
Return Version
2017v2.3
Gross Receipts
$351,231
Mission and Program Overview

Mission

To ensure better management of the earth's environment by increasing knowledge and understanding of the plant kingdom by means of supporting research and conservation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$281,988$252,664▼ $29,324
Savings and Temporary Cash Investments$201,717--
Total Assets$562,127$313,286▼ $248,841
Other Assets Total$78,422$60,622▼ $17,800
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$562,127$313,286▼ $248,841
Total Net Assets Fund Balance$562,127$313,286▼ $248,841
Total Liabilities and Net Assets / Fund Balance$562,127$313,286▼ $248,841

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$4,172--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Charles LubarDirector
Joel OppenheimerDirector
Barbara DonnelleyDirector / P
Thomas DonnelleyDirector / P
Sir Peter CraneDirector / V
Alessio Di CapuaExecutive Di
Alison PurvisSecretary/tr
Leslie Tobin BaconSecretary/tr
Revenue and Support

Revenue Composition

Contributions and Grants
$342,224
Program Service Revenue
$8,850
Investment Income
$157
Other Revenue
$0
All Other Contributions
$342,224
Change in Net Assets
$-248,841

Audited Revenue Reconciliation

Revenue per Audited Statements
$293,731
Revenue Not Reported on Financial Statements
$57,500
Revenue Not Reported on Form 990
$163,258
Other Revenue Adjustments
$57,500
Total Revenue per Audited Statements
$456,989
Total Revenue per Form 990
$351,231
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$281,074
Grants and Similar Amounts Paid$217,986
Total Fundraising Expense$135,486
Salaries, Compensation, and Employee Benefits$101,012
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Foreign Grants$142,986--$142,986
Conferences and Meetings$120,181--$120,181
Travel$12,377$52,000$33,490$97,867
Other Salaries and Wages$18,767-$75,066$93,833
Grants to Domestic Orgs$75,000--$75,000
Occupancy$5,297-$21,187$26,484
Fees for Services Management-$14,925-$14,925
Fees for Services Accounting-$10,750-$10,750
Payroll Taxes$1,436-$5,743$7,179
Fees for Services Other-$6,061-$6,061
Insurance-$1,115-$1,115
Other Expenses-$240-$240
Total Functional Expenses$376,044$88,542$135,486$600,072

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$600,072
Total Expenses per Audited Statements$600,072
Total Expenses per Form 990$600,072
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Center for Plant ConservationEscondido, CA501c3Support for Project$75,000

International Summary

Spending
$142,986

International Compliance

Foreign grant records maintained
No
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
Europe (including Iceland & Greenland) -Grants to RecipientsConservation--$142,986
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

Distributed to the board prior to filing

Form 990, Page 6, Part VI, Line 12C

The board adopted a conflict of interest policy and each year the board members review and sign the conflict of interest annual certification.

Form 990, Page 6, Part VI, Line 19

UPON REQUEST

Filing and Contact Details

Filer

Filer Name
Kew Foundation America
EIN
94-3143831
Phone
3022954959
Address
CHAPEL YORK 1000 N WEST ST 1200, WILMINGTON, DE 19801

Signing Officer

Name
Leslie Tobin Bacon
Title
Secretary/treasurer
Phone
3022954959
Signed
2018-09-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Thomas Donnelley
Formed
1990
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
1

Preparer

Firm
Christine E Cassidy Pa
Address
1 MATHEWS DR STE 114, HILTON HEAD ISLAND, SC 29926
Preparer
Christine E Cassidy
Phone
8436892800
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 4, Part XI, Line 2D

Unconditional promises to give 163,258

Schedule D, Page 4, Part XI, Line 4B

Pledges received during tax year 45,000 unearned revenue 12,500

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IRS990ScheduleF/ForeignPartnershipInd0false
IRS990ScheduleF/GrantRecordsMaintainedInd0false
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt030594
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt124939
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt237500
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt349953
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt0WIRE
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt1WIRE
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt2WIRE
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt3WIRE
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt0BIOGEOGRAPHY SUPPORT
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt1CONSERVATION OF YAMS
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt2SHERWOOD GALLERY
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt3TEMPERATE HOUSE RENO
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/RegionTxt0EUROPE (INCLUDING ICELAND & GREENLAND) -
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/RegionTxt1EUROPE (INCLUDING ICELAND & GREENLAND) -
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/RegionTxt2EUROPE (INCLUDING ICELAND & GREENLAND) -
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/RegionTxt3EUROPE (INCLUDING ICELAND & GREENLAND) -
IRS990ScheduleF/InterestInForeignTrustInd0false
IRS990ScheduleF/PassiveForeignInvestmestCoInd0false
IRS990ScheduleF/SubtotalSpentAmt0142986
IRS990ScheduleF/SupplementalInformationDetail/ExplanationTxt0THE BOARD HAS RESOLVED THAT ALL ORGANIZATIONS TO WHICH IT MAKES GRANTS OR FUNDS PROGRAMS WILL BE REQUIRED TO SUBMIT THE FOLLOWING: 1. A GRANT APPLICATION WHICH SPECIFIES THE AMOUNT REQUESTED, THE NEED TO BE ADDRESSED, AND A DETAILED PROPOSED USE OF THE FUNDS. 2. IN CASE OF AN ORGANIZATION OUTSIDE THE USA, A COPY OF THE ORGANIZATION'S ORGANIZING DOCUMENTS, REGISTRATION DOCUMENTS WITHIN THE JURISDICTION AND INFORMATION ABOUT THE ORGANIZATION'S ACTIVITIES AND BUDGET IN ORDER TO ENSURE IT IS SUITABLE TO RECEIVE FUNDS FROM A US 501 (C)(3)PUBLIC CHARITY. WHEN A GRANT IS MADE TO AN ORGANIZATION, THE ORGANIZATION WILL BE REQUIRED TO: 1. MAKE A REPORT ON THE USE OF THE FUNDS, TO BE RETURNED TO THE ORGANIZATION WITHIN 12 MONTHS OF THE GRANTING OF THE FUNDS. 2. SIGN A STATEMENT THAT THE GRANTEE WILL REFUND ANY PORTION OF THE GRANT NOT USED IN ACCORDANCE WITH TERMS OF THE GRANT. 3. AGREE ANY OTHER CONDITIONS IMPOSED BY THE BOARD DEPENDING ON THE SPECIFICS OF THE GRANT AND THE ORGANIZATION TO WHICH FUNDS ARE BEING GIVEN. NO GRANT WILL BE MADE WITHOUT MEETING THE TERMS SET FORTH BY THE BOARD.
IRS990ScheduleF/SupplementalInformationDetail/ExplanationTxt1EUROPE (INCLUDING ICELAND & GREENLAND) - 142,986 0
IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE F, PAGE 1, PART I, LINE 2
IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE F, PAGE 1, PART I, LINE 3
IRS990ScheduleF/Total501c3OrgCnt01
IRS990ScheduleF/TotalSpentAmt0142986
IRS990ScheduleF/TransferToForeignCorpInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt075000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUPPORT FOR PROJECT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CENTER FOR PLANT CONSERVATION
IRS990ScheduleI/RecipientTable/RecipientEIN0222527116
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt015600 SAN PASQUAL VALLEY ROAD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0ESCONDIDO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd092027
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE BOARD HAS RESOLVED THAT ALL ORGANIZATIONS TO WHICH IT MAKES GRANTS OR FUNDS PROGRAMS WILL BE REQUIRED TO SUBMIT THE FOLLOWING: 1. A GRANT APPLICATION WHICH SPECIFIES THE AMOUNT REQUESTED, THE NEED TO BE ADDRESSED, AND A DETAILED PROPOSED USE OF THE FUNDS. 2. IN CASE OF AN ORGANIZATION OUTSIDE THE USA, A COPY OF THE ORGANIZATION'S ORGANIZING DOCUMENTS, REGISTRATION DOCUMENTS WITHIN THE JURISDICTION AND INFORMATION ABOUT THE ORGANIZATION'S ACTIVITIES AND BUDGET IN ORDER TO ENSURE IT IS SUITABLE TO RECEIVE FUNDS FROM A US 501 (C)(3)PUBLIC CHARITY. WHEN A GRANT IS MADE TO AN ORGANIZATION, THE ORGANIZATION WILL BE REQUIRED TO: 1. MAKE A REPORT ON THE USE OF THE FUNDS, TO BE RETURNED TO THE ORGANIZATION WITHIN 12 MONTHS OF THE GRANTING OF THE FUNDS. 2. SIGN A STATEMENT THAT THE GRANTEE WILL REFUND ANY PORTION OF THE GRANT NOT USED IN ACCORDANCE WITH TERMS OF THE GRANT. 3. AGREE ANY OTHER CONDITIONS IMPOSED BY THE BOARD DEPENDING ON THE SPECIFICS OF THE GRANT AND THE ORGANIZATION TO WHICH FUNDS ARE BEING GIVEN. NO GRANT WILL BE MADE WITHOUT MEETING THE TERMS SET FORTH BY THE BOARD.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DISTRIBUTED TO THE BOARD PRIOR TO FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD ADOPTED A CONFLICT OF INTEREST POLICY AND EACH YEAR THE BOARD MEMBERS REVIEW AND SIGN THE CONFLICT OF INTEREST ANNUAL CERTIFICATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0562127
IRS990/TotalAssetsEOYAmt0313286
IRS990/TotalAssetsGrp/BOYAmt0562127
IRS990/TotalAssetsGrp/EOYAmt0313286
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0342224
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0135486
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt088542
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0376044
IRS990/TotalFunctionalExpensesGrp/TotalAmt0600072
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0562127
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0313286
IRS990/TotalProgramServiceExpensesAmt0376044
IRS990/TotalProgramServiceRevenueAmt08850
IRS990/TotalRevenueGrp/ExclusionAmt0157
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt08850
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0351231
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0562127
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0313286
IRS990/TravelGrp/FundraisingAmt033490
IRS990/TravelGrp/ManagementAndGeneralAmt052000
IRS990/TravelGrp/ProgramServicesAmt012377
IRS990/TravelGrp/TotalAmt097867
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0562127
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0313286
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01000 N WEST ST 1200
IRS990/USAddress/CityNm0WILLMINGTON
IRS990/USAddress/StateAbbreviationCd0DE
IRS990/USAddress/ZIPCd019801
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LESLIE TOBIN BACON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03022954959
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-09-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KEW FOUNDATION AMERICA
ReturnHeader/Filer/BusinessNameControlTxt0KEWF
ReturnHeader/Filer/EIN0943143831
ReturnHeader/Filer/PhoneNum03022954959
ReturnHeader/Filer/USAddress/AddressLine1Txt0CHAPEL YORK 1000 N WEST ST 1200
ReturnHeader/Filer/USAddress/CityNm0WILMINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DE
ReturnHeader/Filer/USAddress/ZIPCd019801
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId05DFE2151FA18D105B3340ED6D59BE90347877607
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId01B5804FEEE4A74E37A6CEC53DE6386B9DAFE8E64
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt034.222.243.80
ReturnHeader/FilingSecurityInformation/IPDt02018-10-03
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm007:57:25
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0571089574
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CHRISTINE E CASSIDY PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01 MATHEWS DR STE 114
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HILTON HEAD ISLAND

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