Civic Intelligence

Kathleen Nelson Foundation

990PF • Fiscal year 2014 • EIN 95-4749774

Jan 01, 2014 to Dec 31, 2014 • Filed on May 12, 2015

Organization Profile
5900 Wilshire Boulevard No 2300Los Angeles, CA 90036

(323) 634-2400

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.

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

10th percentile

-52%

Higher net margin than 10% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

38th percentile

-2.9%

Faster asset growth than 38% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

19th percentile

-26%

Faster revenue growth than 19% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$28,077

Down $850 (-2.9%) from 2013

Net Assets

Down

$28,077

Down $850 (-2.9%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin10th percentile

Revenue

Down

$1,582

Down $548 (-26%) from 2013

Expenses

Down

$2,403

Down $5,175 (-68%) from 2013

Net Income

Up

-$821

Up $4,627 (+85%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$80K$60K$40K$20K$0Assets 2010: $38,265Liabilities 2010: $0Net Assets 2010: $38,2652010Assets 2011: $43,424Liabilities 2011: $0Net Assets 2011: $43,4242011Assets 2012: $34,385Liabilities 2012: $0Net Assets 2012: $34,3852012Assets 2013: $28,927Liabilities 2013: $0Net Assets 2013: $28,9272013Assets 2014: $28,077Liabilities 2014: $0Net Assets 2014: $28,0772014Assets 2015: $54,305Liabilities 2015: $0Net Assets 2015: $54,3052015Assets 2016: $55,835Liabilities 2016: $0Net Assets 2016: $55,8352016Assets 2017: $66,721Liabilities 2017: $0Net Assets 2017: $66,7212017Assets 2018: $67,481Liabilities 2018: $0Net Assets 2018: $67,4812018Assets 2019: $65,232Liabilities 2019: $0Net Assets 2019: $65,2322019Assets 2020: $70,897Liabilities 2020: $0Net Assets 2020: $70,8972020Assets 2021: $65,821Liabilities 2021: $0Net Assets 2021: $65,8212021Assets 2022: $73,623Liabilities 2022: $0Net Assets 2022: $73,6232022Assets 2023: $65,462Liabilities 2023: $0Net Assets 2023: $65,4622023Assets 2024: $61,136Liabilities 2024: $0Net Assets 2024: $61,1362024

Highlighted filing

2014

Assets$28,077
Liabilities$0
Net Assets$28,077
Open 2014 Filing

Operations Trend

Revenue Growth19th percentile

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

$40K$30K$20K$10K$0-$10KExpenses 2010: $9,3322010Expenses 2011: $10,8352011Expenses 2012: $9,9382012Revenue 2013: $2,130Expenses 2013: $7,578Net Income 2013: -$5,4482013Revenue 2014: $1,582Expenses 2014: $2,403Net Income 2014: -$8212014Revenue 2015: $30,535Expenses 2015: $4,290Net Income 2015: $26,2452015Revenue 2016: $5,741Expenses 2016: $3,617Net Income 2016: $2,1242016Revenue 2017: $14,631Expenses 2017: $3,647Net Income 2017: $10,9842017Revenue 2018: $9,544Expenses 2018: $8,511Net Income 2018: $1,0332018Revenue 2019: $1,408Expenses 2019: $3,573Net Income 2019: -$2,1652019Revenue 2020: $8,531Expenses 2020: $2,852Net Income 2020: $5,6792020Revenue 2021: $10,530Expenses 2021: $15,362Net Income 2021: -$4,8322021Revenue 2022: $18,513Expenses 2022: $9,379Net Income 2022: $9,1342022Revenue 2023: -$174Expenses 2023: $7,749Net Income 2023: -$7,9232023Revenue 2024: $6,095Expenses 2024: $10,421Net Income 2024: -$4,3262024

Highlighted filing

2014

Revenue$1,582
Expenses$2,403
Net Income-$821
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 12, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHLEEN NELSONPresident-$0--
WALLACE D FRANSONTreasurer-$0--
RICHARD MANDELSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Kathleen Nelson Foundation
EIN
95-4749774
Phone
3236342400
Address
5900 WILSHIRE BOULEVARD NO 2300, LOS ANGELES, CA 90036

Signing Officer

Name
Richard Mandel
Title
Secretary
Phone
3236342400
Signed
2015-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Jess S Morgan & Company Inc
Address
5900 WILSHIRE BLVD SUITE 2300, LOS ANGELES, CA 90036
Preparer
Timothy Bodner
Phone
3236342400
Raw XML Appendix303 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/PersonNm2RICHARD MANDEL
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
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/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt04103
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt04103
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01359
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt03321
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt04682
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt04695
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt016239
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt04103
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt012136
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt014057
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01359
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt03321
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt04682
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt04695
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt026193
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt030296
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt029
OtherDecreasesSchedule/OtherDecreasesDetail/Desc02013 FEDERAL TAXES PAID
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT ADVISORY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OFFICE SUPPLIES & MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0748
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0748
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1145
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/CategoryTxt0STATE TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD MANDEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum03236342400
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KATHLEEN NELSON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0KATH
ReturnHeader/Filer/EIN0954749774
ReturnHeader/Filer/PhoneNum03236342400
ReturnHeader/Filer/USAddress/AddressLine1Txt05900 WILSHIRE BOULEVARD NO 2300
ReturnHeader/Filer/USAddress/CityNm0LOS ANGELES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090036
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0952483169
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JESS S MORGAN & COMPANY INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05900 WILSHIRE BLVD SUITE 2300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOS ANGELES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090036
ReturnHeader/PreparerPersonGrp/PhoneNum03236342400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TIMOTHY BODNER
ReturnHeader/ReturnTs02015-05-12T16:12:17-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$28,077
Liabilities
$0
Net assets
$28,077
Revenue
$1,582
Expenses
$2,403
Net income
-$821
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$61.1$0.00$61.1$6.10$10.4$4.33
2023Detailed filing. Detailed filing data is available for this year.$65.5$0.00$65.5$0.17$7.75$7.92
2022Detailed filing. Detailed filing data is available for this year.$73.6$0.00$73.6$18.5$9.38$9.13
2021Detailed filing. Detailed filing data is available for this year.$65.8$0.00$65.8$10.5$15.4$4.83
2020Detailed filing. Detailed filing data is available for this year.$70.9$0.00$70.9$8.53$2.85$5.68
2019Detailed filing. Detailed filing data is available for this year.$65.2$0.00$65.2$1.41$3.57$2.17
2018Detailed filing. Detailed filing data is available for this year.$67.5$0.00$67.5$9.54$8.51$1.03
2017Detailed filing. Detailed filing data is available for this year.$66.7$0.00$66.7$14.6$3.65$11.0
2016Detailed filing. Detailed filing data is available for this year.$55.8$0.00$55.8$5.74$3.62$2.12
2015Detailed filing. Detailed filing data is available for this year.$54.3$0.00$54.3$30.5$4.29$26.2
2014Detailed filing. Detailed filing data is available for this year.$28.1$0.00$28.1$1.58$2.40$0.82
2013Detailed filing. Detailed filing data is available for this year.$28.9$0.00$28.9$2.13$7.58$5.45
2012Detailed filing. Detailed filing data is available for this year.$34.4$0.00$34.4$9.94
2011Detailed filing. Detailed filing data is available for this year.$43.4$0.00$43.4$10.8
2010Detailed filing. Detailed filing data is available for this year.$38.3$0.00$38.3$9.33