Kelly Foundation
Donations deductibleRevenue
$3.2m
year to 30 September 2025
Expenses
$2.2m
year to 30 September 2025
Total assets
$42.7m
year to 30 September 2025
Net assets
$42.6m
assets less liabilities
Directors and trustees
11
4.9 years on average
Left since last filing
0
no seats appear to have opened
Officers and senior staff
1
named in Part VII
Activity
T90
Philanthropy, voluntary services and grantmaking
Kelly Foundation's network
11 people3 organisationsi11 people and 3 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (11). Violet dotted lines (3) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
11 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| BEA Ann Barbee | Assistant Treasurer | 2021 | 5 yrs |
| Eric Johnson | Director | 2023 | 3 yrs |
| John Mezger | Director | 2023 | 3 yrs |
| Kathy Bimson | Company secretary | 2021 | 5 yrs |
| MAX Kelly | Director | 2023 | 3 yrs |
| Michael J Newell (also filed as Mike Newell) | Director | 2021 | 5 yrs |
| Riley Gardner | Director | 2021 | 5 yrs |
| Scott G Nichols | Treasurer | 2021 | 5 yrs |
| Shawn L Devlin | President | 2021 | 5 yrs |
| Stephen Fleming | Director | 2021 | 5 yrs |
| Stephen H Johanson | Director | 2021 | 5 yrs |
Officers and senior leadership
1 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Michael Lovington | Assistant Controller | 2021 |
Pay and hours
year to 30 September 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Scott G Nichols | Treasurer | 1.5 | $13k | ||
| Bea Ann Barbee | Assistant Treasurer | 1.5 | $4k | ||
| Shawn L Devlin | President | 1 | $0 | ||
| Kathy Bimson | Secretary | 3 | $0 | ||
| Gregory G Kelly | Director - Emeritus | 0.15 | $0 | ||
| Max Kelly | Director | 0.3 | $0 | ||
| Riley Gardner | Director | 0.3 | $0 | ||
| Eric Johnson | Director | 0.3 | $0 | ||
| John Mezger | Director | 0.5 | $0 | ||
| Michael J Newell | Director | 0.3 | $0 | ||
| Stephen Fleming | Director | 0.3 | $0 | ||
| Stephen H Johanson | Director | 0.3 | $0 |
About
- Legal name
- Kelly Foundation
- EIN
- 680175739
- Address
- 2480 Natomas Park Dr Ste 150, Sacramento, CA, 95833-2989
- State
- California
- Activity (NTEE)
- T90 Philanthropy, voluntary services and grantmaking
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Philanthropy, Voluntarism & Grantmaking Foundations
- Size band
- 8 (IRS master file code)
- IRS ruling date
- 1 October 1989
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 5, latest 2025
- IRS Publication 78
- PF (contributions deductible)
Most connected
Longest observed on the filings
≥5years on the filingsBEA Ann Barbee
≥5years on the filingsKathy Bimson
≥5years on the filingsMichael J Newell
≥5years on the filingsRiley Gardner
Latest return
year to 30 September 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 30 September 2025. US dollars, as filed.- Total assets
- $42.7m
- Net assets or fund balances
- $42.6m
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2023 | $0 | $1.4m | Deficit $1.4m |
As filed on the IRS Form 990. US dollars.