Civic Intelligence

The Carroll & Percy Klingenstein Foundation Inc C/O Lipsky Goodkin & Co

990PF • Fiscal year 2024 • EIN 13-2850138

Mar 01, 2023 to Feb 29, 2024 • Filed on Jan 13, 2025

120 West 45th Street 7th FLNew York, NY 10036

(212) 840-6444

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Net Margin

2nd percentile

-269%

Higher net margin than 2% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Asset Growth

30th percentile

-1.8%

Faster asset growth than 30% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

94th percentile

252%

Faster revenue growth than 94% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Down

$2,401,434

Down $43,007 (-1.8%) from 2023

Net Assets

$2,401,434

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue

Up

$15,965

Up $11,431 (+252%) from 2023

Expenses

Down

$58,972

Down $129,551 (-69%) from 2023

Net Income

Up

-$43,007

Up $140,982 (+77%) from 2023

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2012: $1,421,925Liabilities 2012: $0Net Assets 2012: $1,421,9252012Assets 2013: $1,417,489Liabilities 2013: $1Net Assets 2013: $1,417,4892013Assets 2014: $1,310,625Liabilities 2014: $1Net Assets 2014: $1,310,6252014Assets 2015: $1,289,570Liabilities 2015: $1Net Assets 2015: $1,289,5702015Assets 2016: $1,254,952Liabilities 2016: $1Net Assets 2016: $1,254,9522016Assets 2017: $1,238,991Liabilities 2017: $0Net Assets 2017: $1,238,9912017Assets 2018: $1,264,290Liabilities 2018: $0Net Assets 2018: $1,264,2902018Assets 2020: $1,665,629Liabilities 2020: $0Net Assets 2020: $1,665,6292020Assets 2021: $1,522,209Liabilities 2021: $1Net Assets 2021: $1,522,2092021Assets 2022: $2,649,720Liabilities 2022: $21,2902022Assets 2023: $2,444,441Liabilities 2023: $12023Assets 2024: $2,401,434Liabilities 2024: $0Net Assets 2024: $2,401,4342024Assets 2025: $2,280,497Liabilities 2025: $0Net Assets 2025: $2,280,4972025

Highlighted filing

2024

Assets$2,401,434
Liabilities$0
Net Assets$2,401,434

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2012: $124,4372012Revenue 2013: $133,991Expenses 2013: $138,427Net Income 2013: -$4,4362013Revenue 2014: $56,795Expenses 2014: $163,659Net Income 2014: -$106,8642014Revenue 2015: $167,623Expenses 2015: $188,678Net Income 2015: -$21,0552015Revenue 2016: $105,157Expenses 2016: $139,775Net Income 2016: -$34,6182016Revenue 2017: $144,887Expenses 2017: $160,848Net Income 2017: -$15,9612017Revenue 2018: $184,453Expenses 2018: $159,154Net Income 2018: $25,2992018Revenue 2020: $795,220Expenses 2020: $369,470Net Income 2020: $425,7502020Revenue 2021: $29,131Expenses 2021: $172,551Net Income 2021: -$143,4202021Revenue 2022: $1,288,550Expenses 2022: $182,329Net Income 2022: $1,106,2212022Revenue 2023: $4,534Expenses 2023: $188,523Net Income 2023: -$183,9892023Revenue 2024: $15,965Expenses 2024: $58,972Net Income 2024: -$43,0072024Revenue 2025: $47,592Expenses 2025: $168,529Net Income 2025: -$120,9372025

Highlighted filing

2024

Revenue$15,965
Expenses$58,972
Net Income-$43,007
Jump To
Filing Snapshot
Filing Period
Mar 1, 2023 to Feb 29, 2024
Signed
Jan 13, 2025
Return Version
2023v6.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
FRAN KLINGENSTEINPresident/Director-$0--
JEAN KLINGENSTEINSecretary/Treasurer/Direct-$0--
Filing and Contact Details

Filer

Filer Name
The Carroll & Percy Klingenstein
EIN
13-2850138
Phone
2128406444
Address
120 WEST 45TH STREET 7TH FL, NEW YORK, NY 10036

Signing Officer

Name
Fran Klingenstein
Title
Pres
Phone
2128406444
Signed
2025-01-13
Discuss with paid preparer
Yes

Preparer

Firm
Lipsky Goodkin & Co Pc
Address
120 WEST 45TH STREET 7TH FL, NEW YORK, NY 10036
Preparer
Rich Vena
Phone
2128406444
Raw XML AppendixShowing 400 of 421 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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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt02500
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3CAPITAL GAINS DIVIDENDS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1BIG BROTHERS BIG SISTERS OF FSW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2CONGREGATION EMANU-EL OF WESTCHESTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3FEEDING WESTCHESTER
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7TEMPLE EMANUEL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt9PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt110 MIDLAND AVENUE SUITE 203
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22125 WESTCHESTER AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3200 CLEARBROOK ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41 WATER STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt52900 PURCHASE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6815 NORTH BROADWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt71 EAST 65TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8130 EAST 59TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9825 8TH AVENUE 14
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ATLANTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1PORT CHESTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2EAST RYE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3ELMSFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4WHITE PLAINS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5PURCHASE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6SARATOGA SPRINGS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9NEW YORK
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd310523
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd410601
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd510577
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt025247
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISC BROKER FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt17
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt17
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt032724
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt032724
TaxesSchedule/TaxesDetail/Amt0250
TaxesSchedule/TaxesDetail/Amt1604
TaxesSchedule/TaxesDetail/CategoryTxt0NEW YORK STATE DEPT. OF LAW
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES ON DIVIDENDS
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0250
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1604
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0FRAN KLINGENSTEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRES
ReturnHeader/BusinessOfficerGrp/PhoneNum02128406444
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-01-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE CARROLL & PERCY KLINGENSTEIN
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION INC C/O LIPSKY GOODKIN & CO

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$0.05$0.17$0.12
2024Detailed filing. Detailed filing data is available for this year.$2.40$0.00$2.40$0.02$0.06$0.04
2023Detailed filing. Detailed filing data is available for this year.$2.44$0.00$0.00$0.19$0.18
2022Detailed filing. Detailed filing data is available for this year.$2.65$0.02$1.29$0.18$1.11
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.52$0.00$1.52$0.03$0.17$0.14
2020Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$0.80$0.37$0.43
2019Detailed filing. Detailed filing data is available for this year.
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.26$0.00$1.26$0.18$0.16$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.14$0.16$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.25$0.00$1.25$0.11$0.14$0.03
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.29$0.00$1.29$0.17$0.19$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.06$0.16$0.11
2013Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.13$0.14$0.00
2012Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.12