Civic Intelligence

Frederick and Sharon Klingenstein Fund

990PF • Fiscal year 2014 • EIN 06-1471980

Jan 01, 2014 to Dec 31, 2014 • Filed on Oct 26, 2015

C/O Tanton CO 37 W 57th St-5 FLNew York, NY 10019

(212) 583-1100

Siviq Scores

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

Liabilities / Assets

16th percentile

0.00x

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

2014 filings • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

16th percentile

0.00x

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

2014 filings • $10M-$25M nonprofits • Source year 2014

Net Margin

74th percentile

21%

Higher net margin than 74% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

18th percentile

$0

Higher top officer pay than 18% of similar nonprofits.

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

2014 filings • $10M-$25M nonprofits • Source year 2014

Asset Growth

39th percentile

0.7%

Faster asset growth than 39% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

4th percentile

-58%

Faster revenue growth than 4% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Annualized from 2013 to 2014

Assets

Up

$16,699,524

Up $122,026 (+0.7%) from 2013

Net Assets

Up

$16,699,524

Up $122,026 (+0.7%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Down

$581,118

Down $819,147 (-58%) from 2013

Expenses

Down

$460,092

Down $175,129 (-28%) from 2013

Net Income

Down

$121,026

Down $644,018 (-84%) from 2013

Historical Trend

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2010: $16,244,639Liabilities 2010: $0Net Assets 2010: $16,244,6392010Assets 2011: $15,584,330Liabilities 2011: $26,000Net Assets 2011: $15,558,3302011Assets 2012: $15,812,454Liabilities 2012: $12012Assets 2013: $16,577,498Liabilities 2013: $0Net Assets 2013: $16,577,4982013Assets 2014: $16,699,524Liabilities 2014: $0Net Assets 2014: $16,699,5242014Assets 2015: $17,661,703Liabilities 2015: $0Net Assets 2015: $17,661,7032015Assets 2016: $17,436,986Liabilities 2016: $0Net Assets 2016: $17,436,9862016Assets 2017: $17,962,442Liabilities 2017: $0Net Assets 2017: $17,962,4422017Assets 2018: $19,248,795Liabilities 2018: $0Net Assets 2018: $19,248,7952018Assets 2019: $18,506,027Liabilities 2019: $0Net Assets 2019: $18,506,0272019Assets 2020: $16,939,795Liabilities 2020: $0Net Assets 2020: $16,939,7952020Assets 2021: $20,142,870Liabilities 2021: $0Net Assets 2021: $20,142,8702021Assets 2022: $20,390,460Liabilities 2022: $0Net Assets 2022: $20,390,4602022Assets 2023: $19,084,400Liabilities 2023: $0Net Assets 2023: $19,084,4002023Assets 2024: $17,750,507Liabilities 2024: $0Net Assets 2024: $17,750,5072024

Highlighted filing

2014

Assets$16,699,524
Liabilities$0
Net Assets$16,699,524

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $3,117,9762010Expenses 2011: $3,430,4302011Revenue 2012: $1,234,432Expenses 2012: $980,312Net Income 2012: $254,1202012Revenue 2013: $1,400,265Expenses 2013: $635,221Net Income 2013: $765,0442013Revenue 2014: $581,118Expenses 2014: $460,092Net Income 2014: $121,0262014Revenue 2015: $1,334,698Expenses 2015: $372,519Net Income 2015: $962,1792015Revenue 2016: $149,611Expenses 2016: $374,328Net Income 2016: -$224,7172016Revenue 2017: $880,904Expenses 2017: $355,448Net Income 2017: $525,4562017Revenue 2018: $2,649,514Expenses 2018: $1,363,161Net Income 2018: $1,286,3532018Revenue 2019: $336,110Expenses 2019: $1,078,878Net Income 2019: -$742,7682019Revenue 2020: -$138,849Expenses 2020: $1,345,325Net Income 2020: -$1,484,1742020Revenue 2021: $4,695,965Expenses 2021: $1,492,890Net Income 2021: $3,203,0752021Revenue 2022: $1,472,975Expenses 2022: $1,927,131Net Income 2022: -$454,1562022Revenue 2023: $515,170Expenses 2023: $1,821,230Net Income 2023: -$1,306,0602023Revenue 2024: $478,823Expenses 2024: $1,812,717Net Income 2024: -$1,333,8942024

Highlighted filing

2014

Revenue$581,118
Expenses$460,092
Net Income$121,026
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Oct 26, 2015
Return Version
2014v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
FREDERICK KLINGENSTEINTrustee-$0--
AMY POLLINGERPresident-$0--
KENNETH POLLINGERSecretary-$0--
KENNETH FIELDSTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Frederick & Sharon Klingenstein Fund
EIN
06-1471980
In Care Of
% TANTON AND COMPANY LLP
Address
C/O TANTON CO 37 W 57TH ST-5 FL, NEW YORK, NY 10019

Signing Officer

Name
Frederick Klingenstein
Title
Director
Phone
2125831100
Signed
2015-10-26
Discuss with paid preparer
Yes

Preparer

Firm
Tanton and Company Llp
Address
37 WEST 57TH STREET 5TH FLOOR, NEW YORK, NY 10019-3411
Preparer
Janet Milligan CPA
Phone
2125831100
Raw XML AppendixShowing 400 of 472 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3QUALCOMM INC (2400)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4SELECT MIDICAL HOLDINGS (401
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5SEC LITIGATION- ENERGY SOLUTIONS
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7US TREASURY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8US TREASURY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9US TREASURY
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum02125831100
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL PURPOSE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1UJA FEDERATION OF NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2THRU K-1S
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0130 EAST 59TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1130 EAST 59TH STREET
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0869938
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt02258266
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01738744
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt011255129
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0869938
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt010385191
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt03997010
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IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02011
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IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0355204
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt1551555
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt23513698
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt3980088
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt4420384
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt5937604
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt6203436
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt7179556
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt8112645
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt934136
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt10199161
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt11718574
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt120
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt13791123
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0K INVESTMENTS II
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1K INVESTMENTS III
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2K INVESTMENTS IV
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc3K INVESTMENTS V
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc4K INVESTMENTS VI
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc5WERTHEIM VENTURES I
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc6WERTHEIM TICKET FUND
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc7KLINGENSTEIN CHARITABLE PTNRS
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc8AVANTI STRATEGIC LAND (ACTIVE)
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc9AVANTI STRATEGIC LAND (PASSIVE
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc10TCW/CRESCENT III
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc11TCW CRESCENT IV-B
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc12K INVESTMENTS VIII
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc13WCAS CAP PTNRS IV
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0337143
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt1363807
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt23122612
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt3938965
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt4334734
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt51067612
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt6267970
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt7176974
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt889749
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt934333
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt10214863
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt11228654

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$17.8$0.00$17.8$0.48$1.81$1.33
2023Detailed filing. Detailed filing data is available for this year.$19.1$0.00$19.1$0.52$1.82$1.31
2022Detailed filing. Detailed filing data is available for this year.$20.4$0.00$20.4$1.47$1.93$0.45
2021Detailed filing. Detailed filing data is available for this year.$20.1$0.00$20.1$4.70$1.49$3.20
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.9$0.00$16.9$0.14$1.35$1.48
2019Detailed filing. Detailed filing data is available for this year.$18.5$0.00$18.5$0.34$1.08$0.74
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.2$0.00$19.2$2.65$1.36$1.29
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.0$0.00$18.0$0.88$0.36$0.53
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.4$0.00$17.4$0.15$0.37$0.22
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.7$0.00$17.7$1.33$0.37$0.96
2014Detailed filing. Detailed filing data is available for this year.$16.7$0.00$16.7$0.58$0.46$0.12
2013Detailed filing. Detailed filing data is available for this year.$16.6$0.00$16.6$1.40$0.64$0.77
2012Summary only. Only limited summary data is available for this year.$15.8$0.00$1.23$0.98$0.25
2011Detailed filing. Detailed filing data is available for this year.$15.6$0.03$15.6$3.43
2010Detailed filing. Detailed filing data is available for this year.$16.2$0.00$16.2$3.12
Peer Organizations

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