Civic Intelligence

Frederick and Sharon Klingenstein Fund

990PF • Fiscal year 2016 • EIN 06-1471980

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 24, 2017

HOFFMAN MULLIGAN 37 W 57TH ST SuitNew York, NY 10019

(212) 583-1100

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2016 filings • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

12th percentile

0.00x

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

2016 filings • $10M-$25M nonprofits • Source year 2016

Net Margin

4th percentile

-150%

Higher net margin than 4% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2016 filings • $10M-$25M nonprofits • Source year 2016

Asset Growth

34th percentile

-1.3%

Faster asset growth than 34% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

2nd percentile

-89%

Faster revenue growth than 2% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Annualized from 2015 to 2016

Assets

Down

$17,436,986

Down $224,717 (-1.3%) from 2015

Net Assets

Down

$17,436,986

Down $224,717 (-1.3%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$149,611

Down $1,185,087 (-89%) from 2015

Expenses

Up

$374,328

Up $1,809 (+0.5%) from 2015

Net Income

Down

-$224,717

Down $1,186,896 (-123%) from 2015

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

2016

Assets$17,436,986
Liabilities$0
Net Assets$17,436,986

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

2016

Revenue$149,611
Expenses$374,328
Net Income-$224,717
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 24, 2017
Return Version
2016v3.1
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
% HOFFMAN MULLIGAN LP
Address
HOFFMAN MULLIGAN 37 W 57TH ST Suit, NEW YORK, NY 10019

Signing Officer

Name
Kenneth Pollinger
Title
President
Phone
2125831100
Signed
2017-10-24
Discuss with paid preparer
Yes

Preparer

Firm
Hoffman Mulligan Cpas Llp
Address
37 WEST 57TH STREET 5TH FLOOR, NEW YORK, NY 10019-3411
Preparer
Janet Mulligan CPA
Phone
2125831100
Raw XML Appendix396 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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OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc4K INVESTMENTS VI
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OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc6WERTHEIM TICKET FUND
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc7KLINGENSTEIN CHARITABLE PTNRS
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OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc9AVANTI STRATEGIC LAND (PASSIVE
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1DEDS REL TO PORTFOLIO
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2NYS FILING FEE
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2750
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3307
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TaxesSchedule/TaxesDetail/Amt02746
TaxesSchedule/TaxesDetail/Amt122840
TaxesSchedule/TaxesDetail/Amt22885
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TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAX
TaxesSchedule/TaxesDetail/CategoryTxt2STATE TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02746
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt12885
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KENNETH POLLINGER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02125831100
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FREDERICK & SHARON KLINGENSTEIN FUND
ReturnHeader/Filer/BusinessNameControlTxt0FRED
ReturnHeader/Filer/EIN0061471980
ReturnHeader/Filer/InCareOfNm0% HOFFMAN MULLIGAN LP
ReturnHeader/Filer/USAddress/AddressLine1Txt0HOFFMAN MULLIGAN 37 W 57TH ST Suit
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010019
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B6E3C6708890CA6F993A82E53B9EB37A976D8AEF
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F524A3DFC447EA1E508B0ACD2AB0842717D366D3
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId013533520173185000001
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-11-14
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0108.29.61.202
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HOFFMAN MULLIGAN CPAS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt037 WEST 57TH STREET 5TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0100193411
ReturnHeader/PreparerPersonGrp/PhoneNum02125831100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JANET MULLIGAN CPA
ReturnHeader/ReturnTs02017-11-14T16:35:56-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

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
2016Detailed filing. Detailed filing data is available for this year.$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