Civic Intelligence

Michael Kluger and Heidi Greene Foundation

990PF • Fiscal year 2015 • EIN 02-0551843

Jan 01, 2015 to Dec 31, 2015 • Filed on Aug 11, 2016

Organization Profile
PO Box 1148Redding Center, CT 06875

(203) 938-0048

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

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

2015 filings • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

36th percentile

0.00x

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

2015 filings • $500k-$1M nonprofits • Source year 2015

Net Margin

98th percentile

97%

Higher net margin than 98% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

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

2015 filings • $500k-$1M nonprofits • Source year 2015

Asset Growth

93rd percentile

67%

Faster asset growth than 93% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

96th percentile

189%

Faster revenue growth than 96% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets36th percentile

Assets

Up

$676,297

Up $270,962 (+67%) from 2014

Net Assets

Up

$676,297

Up $270,962 (+67%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin98th percentile

Revenue

Up

$278,797

Up $182,244 (+189%) from 2014

Expenses

Down

$7,835

Down $127,387 (-94%) from 2014

Net Income

Up

$270,962

Up $309,631 (+801%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth93rd percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $433,897Liabilities 2011: $0Net Assets 2011: $433,8972011Assets 2012: $443,573Liabilities 2012: $12012Assets 2013: $444,004Liabilities 2013: $0Net Assets 2013: $444,0042013Assets 2014: $405,335Liabilities 2014: $0Net Assets 2014: $405,3352014Assets 2015: $676,297Liabilities 2015: $0Net Assets 2015: $676,2972015Assets 2016: $1,075,167Liabilities 2016: $0Net Assets 2016: $1,075,1672016Assets 2017: $1,468,892Liabilities 2017: $0Net Assets 2017: $1,468,8922017Assets 2018: $1,128,560Liabilities 2018: $0Net Assets 2018: $1,128,5602018Assets 2019: $1,183,638Liabilities 2019: $0Net Assets 2019: $1,183,6382019Assets 2020: $2,058,372Liabilities 2020: $0Net Assets 2020: $2,058,3722020Assets 2021: $4,122,731Liabilities 2021: $0Net Assets 2021: $4,122,7312021Assets 2022: $3,682,784Liabilities 2022: $0Net Assets 2022: $3,682,7842022Assets 2023: $3,509,800Liabilities 2023: $0Net Assets 2023: $3,509,8002023Assets 2024: $3,362,215Liabilities 2024: $0Net Assets 2024: $3,362,2152024

Highlighted filing

2015

Assets$676,297
Liabilities$0
Net Assets$676,297
Open 2015 Filing

Operations Trend

Revenue Growth96th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $2272011Revenue 2012: $17,563Expenses 2012: $7,887Net Income 2012: $9,6762012Revenue 2013: $25,558Expenses 2013: $25,127Net Income 2013: $4312013Revenue 2014: $96,553Expenses 2014: $135,222Net Income 2014: -$38,6692014Revenue 2015: $278,797Expenses 2015: $7,835Net Income 2015: $270,9622015Revenue 2016: $511,134Expenses 2016: $112,264Net Income 2016: $398,8702016Revenue 2017: $606,219Expenses 2017: $212,494Net Income 2017: $393,7252017Revenue 2018: $56,417Expenses 2018: $396,749Net Income 2018: -$340,3322018Revenue 2019: $342,514Expenses 2019: $287,436Net Income 2019: $55,0782019Revenue 2020: $1,028,425Expenses 2020: $153,691Net Income 2020: $874,7342020Revenue 2021: $2,361,700Expenses 2021: $297,341Net Income 2021: $2,064,3592021Revenue 2022: -$34,503Expenses 2022: $405,444Net Income 2022: -$439,9472022Revenue 2023: $172,126Expenses 2023: $345,110Net Income 2023: -$172,9842023Revenue 2024: $145,238Expenses 2024: $292,823Net Income 2024: -$147,5852024

Highlighted filing

2015

Revenue$278,797
Expenses$7,835
Net Income$270,962
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Aug 11, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL J KLUGERTrustee-$0--
HIEDI M GREENETrustee-$0--
Filing and Contact Details

Filer

Filer Name
Michael Kluger & Heidi Greene Foundation
EIN
02-0551843
Phone
2039380048
Address
PO BOX 1148, REDDING CENTER, CT 06875

Signing Officer

Name
Michael Kluger
Title
Trustee
Phone
2039380048
Signed
2016-08-11
Discuss with paid preparer
Yes

Preparer

Firm
Marks Paneth Llp
Address
88 FROEHLICH FARM BLVD, WOODBURY, NY 11797
Preparer
Marti Dana H
Phone
5169925900
Raw XML Appendix355 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/PersonNm0MICHAEL J KLUGER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1HIEDI M GREENE
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IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
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/IndividualWithBooksNm0DANA MARTICO MARKS PANETH
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt088 FROEHLICH FARM BLVD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WOODBURY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd011797
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd01
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CT
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum05169925900
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/ContributingManagerNm0MICHAEL J KLUGER
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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/AppliedToCurrentYearAmt01656
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt023510
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt021854
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0111315
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt021854
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt089461
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt089461
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01656
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt089461
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0111315
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0MICHAEL J KLUGER HEIDI GREENE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0PO BOX 1148
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0REDDING
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd006875
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0257530
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK & INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0150
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0HEIDI GREENE
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm1MICHAEL KLUGER
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt018 MOHAWK TRAIL ROAD
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt118 MOHAWK TRAIL ROAD
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0REDDING
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm1REDDING
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0CT
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd1CT
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd006875
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd106875
TaxesSchedule/TaxesDetail/Amt0155
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0155
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL KLUGER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02039380048
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MICHAEL KLUGER & HEIDI GREENE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MICH
ReturnHeader/Filer/EIN0020551843
ReturnHeader/Filer/PhoneNum02039380048
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1148
ReturnHeader/Filer/USAddress/CityNm0REDDING CENTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006875
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0113518842
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARKS PANETH LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt088 FROEHLICH FARM BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WOODBURY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011797
ReturnHeader/PreparerPersonGrp/PhoneNum05169925900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARTI DANA H
ReturnHeader/ReturnTs02016-08-15T14:26:25-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$676,297
Liabilities
$0
Net assets
$676,297
Revenue
$278,797
Expenses
$7,835
Net income
$270,962
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.36$0.00$3.36$0.15$0.29$0.15
2023Detailed filing. Detailed filing data is available for this year.$3.51$0.00$3.51$0.17$0.35$0.17
2022Detailed filing. Detailed filing data is available for this year.$3.68$0.00$3.68$0.03$0.41$0.44
2021Detailed filing. Detailed filing data is available for this year.$4.12$0.00$4.12$2.36$0.30$2.06
2020Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$1.03$0.15$0.87
2019Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.34$0.29$0.06
2018Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.06$0.40$0.34
2017Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.61$0.21$0.39
2016Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.51$0.11$0.40
2015Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.28$0.01$0.27
2014Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$0.10$0.14$0.04
2013Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.03$0.03$0.00
2012Summary only. Only limited summary data is available for this year.$0.44$0.00$0.02$0.01$0.01
2011Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$0.00