Nonprofit · EIN 94-6128973
KELSO INSTITUTE FOR THE STUDY OF ECONOMIC SYSTEMS
Tax-exempt · PETALUMA, CA 94954
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $25,135 | $89,626 | -$64,491 | $35,053 | $0 | $35,053 |
| December 31, 2023 | 990-PF | $325,332 | $327,179 | -$1,847 | $99,544 | $0 | $99,544 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $25,000
- Interest
- $135
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $46,011
- Disbursements for charitable purposes
- $78,834
Balance sheet and other
- Total assets, start of year
- $99,544
- Total assets, end of year
- $35,053
- Total liabilities, end of year
- $0
- Net assets, end of year
- $35,053
- Fair market value of assets
- $35,053
- Qualifying distributions
- $78,834
- Net investment income
- $135
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CYNTHIA ANN EGAN 816 ST LOUIS CT, PETALUMA, CA 94954 | SEC. & TRES. | 40 | $46,011 |
| PATRICIA H KELSO 816 ST LOUIS CT, PETALUMA, CA 94954 | PRESIDENT | 40 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CYNTHIA ANN EGAN 872 NORTH POINT, SAN FRANCISCO, CA 94109 | SEC. & TRES. | 40 | $49,363 | $18,566 |
| PATRICIA H KELSO 872 NORTH POINT, SAN FRANCISCO, CA 94109 | PRESIDENT | 40 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 816 SAINT LOUIS CT, PETALUMA, CA 94954-4544
- Signed the 990-PF
- CYNTHIA ANN EGAN, TREASURER
- Phone
- (415) 922-2069
- Return prepared by
- CBIZ ADVISORS LLC
California records
California keeps its own records of charities and corporations. Search them by EIN 94-6128973 or by the name KELSO INSTITUTE FOR THE STUDY OF ECONOMIC SYSTEMS.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 94-6128973
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private operating foundation
- Donations deductible (Pub 78)
- Private operating foundation, 50% limit
- Exempt since
- 1966
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $35,053
- Income (IRS master file)
- $25,135
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $25,135 | $89,626 | $35,053 | XML |
| 990-PF | December 2023 | $325,332 | $327,179 | $99,544 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 94-6128973).
Questions about KELSO INSTITUTE FOR THE STUDY OF ECONOMIC SYSTEMS
- What is the EIN of KELSO INSTITUTE FOR THE STUDY OF ECONOMIC SYSTEMS?
- The employer identification number (EIN) of KELSO INSTITUTE FOR THE STUDY OF ECONOMIC SYSTEMS is 94-6128973.
- Is KELSO INSTITUTE FOR THE STUDY OF ECONOMIC SYSTEMS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1966.
- Are donations to KELSO INSTITUTE FOR THE STUDY OF ECONOMIC SYSTEMS tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
- Which annual return does KELSO INSTITUTE FOR THE STUDY OF ECONOMIC SYSTEMS file?
- Form 990-PF. Private foundations file every year.
- When is the next return of KELSO INSTITUTE FOR THE STUDY OF ECONOMIC SYSTEMS due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did KELSO INSTITUTE FOR THE STUDY OF ECONOMIC SYSTEMS last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of KELSO INSTITUTE FOR THE STUDY OF ECONOMIC SYSTEMS?
- The 990-PF for the year ended December 31, 2024 lists 2 people; 1 received compensation from the organization, the highest $46,011 (CYNTHIA ANN EGAN, SEC. & TRES.).
- How much revenue does KELSO INSTITUTE FOR THE STUDY OF ECONOMIC SYSTEMS have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $25,135, expenses of $89,626 and total assets of $35,053 at year end.
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