Civic Intelligence

Thomas L Kempner Jr Foundation Inc.

990PF • Fiscal year 2016 • EIN 13-3407819

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 14, 2017

520 Madison Avenue 30th FLNew York, NY 10022

(212) 446-4000

Siviq Scores

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

Liabilities / Assets

9th percentile

0.00x

Higher debt load relative to assets than 9% of similar nonprofits.

2016 filings • $100M-$250M nonprofits • Source year 2016

Liabilities / Revenue

8th percentile

0.01x

Higher debt load relative to revenue than 8% of similar nonprofits.

2016 filings • $100M-$250M nonprofits • Source year 2016

Net Margin

97th percentile

82%

Higher net margin than 97% of similar nonprofits.

2016 filings • $100M-$250M nonprofits • Source year 2016

Top Officer Pay

7th percentile

$0

Higher top officer pay than 7% of similar nonprofits.

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

2016 filings • $100M-$250M nonprofits • Source year 2016

Asset Growth

92nd percentile

22%

Faster asset growth than 92% of similar nonprofits.

2016 filings • $100M-$250M nonprofits • Annualized from 2015 to 2016

Revenue Growth

69th percentile

7.9%

Faster revenue growth than 69% of similar nonprofits.

2016 filings • $100M-$250M nonprofits • Annualized from 2015 to 2016

Assets

Up

$116,974,705

Up $21,422,878 (+22%) from 2015

Net Assets

Up

$116,712,341

Up $21,201,400 (+22%) from 2015

Liabilities

Up

$262,364

Up $221,478 (+542%) from 2015

Revenue

Up

$31,697,278

Up $2,308,332 (+7.9%) from 2015

Expenses

Up

$5,607,601

Up $1,146,419 (+26%) from 2015

Net Income

Up

$26,089,677

Up $1,161,913 (+4.7%) from 2015

Historical Trend

Balance Sheet Trend

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

$400M$300M$200M$100M$0Assets 2010: $38,483,991Liabilities 2010: $475,305Net Assets 2010: $38,008,6862010Assets 2011: $43,824,179Liabilities 2011: $7,6902011Assets 2012: $49,508,593Liabilities 2012: $6,060Net Assets 2012: $49,502,5332012Assets 2013: $60,186,098Liabilities 2013: $7,0502013Assets 2014: $74,551,450Liabilities 2014: $64,037Net Assets 2014: $74,487,4132014Assets 2015: $95,551,827Liabilities 2015: $40,886Net Assets 2015: $95,510,9412015Assets 2016: $116,974,705Liabilities 2016: $262,364Net Assets 2016: $116,712,3412016Assets 2019: $252,975,752Liabilities 2019: $2,257,165Net Assets 2019: $250,718,5872019Assets 2020: $283,533,640Liabilities 2020: $5,296,256Net Assets 2020: $278,237,3842020Assets 2021: $328,355,645Liabilities 2021: $1Net Assets 2021: $328,355,6452021Assets 2022: $307,756,994Liabilities 2022: $0Net Assets 2022: $307,756,9942022Assets 2023: $306,675,675Liabilities 2023: $871,2902023Assets 2024: $326,388,820Liabilities 2024: $0Net Assets 2024: $326,388,8202024

Highlighted filing

2016

Assets$116,974,705
Liabilities$262,364
Net Assets$116,712,341

Operations Trend

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

$60M$40M$20M$0-$20MExpenses 2010: $1,332,3092010Revenue 2011: $9,269,446Expenses 2011: $1,951,598Net Income 2011: $7,317,8482011Expenses 2012: $2,075,5462012Revenue 2013: $7,652,002Expenses 2013: $2,896,225Net Income 2013: $4,755,7772013Revenue 2014: $24,675,170Expenses 2014: $4,083,383Net Income 2014: $20,591,7872014Revenue 2015: $29,388,946Expenses 2015: $4,461,182Net Income 2015: $24,927,7642015Revenue 2016: $31,697,278Expenses 2016: $5,607,601Net Income 2016: $26,089,6772016Revenue 2019: $13,155,148Expenses 2019: $14,772,630Net Income 2019: -$1,617,4822019Revenue 2020: $23,000,058Expenses 2020: $11,735,963Net Income 2020: $11,264,0952020Revenue 2021: $44,754,721Expenses 2021: $18,288,236Net Income 2021: $26,466,4852021Revenue 2022: $1,394,172Expenses 2022: $17,852,745Net Income 2022: -$16,458,5732022Revenue 2023: $4,170,879Expenses 2023: $19,593,149Net Income 2023: -$15,422,2702023Revenue 2024: $12,343,171Expenses 2024: $12,598,256Net Income 2024: -$255,0852024

Highlighted filing

2016

Revenue$31,697,278
Expenses$5,607,601
Net Income$26,089,677
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 14, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS KEMPNER JRPresident-$0--
KATHERYN C PATTERSONSecretary-$0--
TREVOR KEMPNERDirector-$0--
THOMAS N KEMPNERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Thomas L Kempner Jr Foundation
EIN
13-3407819
Phone
2124464000
Address
520 MADISON AVENUE 30TH FL, NEW YORK, NY 10022

Signing Officer

Name
Thomas L Kempner
Title
President
Phone
2124464000
Signed
2017-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Untracht Early LLC
Address
325 COLUMBIA TURNPIKE SUITE 202, FLORHAM PARK, NJ 07932
Preparer
David S Untracht
Phone
9734086700
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd60AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0124233
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-81481
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt08928521
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt08971273
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt08971273
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt018125
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt014500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt036250
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0422446
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt05444389
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt05444389
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt022726005
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0124233
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0124233
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt026089677
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt03598480
IRS990PF/AnalysisOfRevenueAndExpenses/InterestAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt05758
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt05758
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-81481
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt09399101
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt06000
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt07500
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt08938279
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt08928521
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt056196
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt056196
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt03403
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt057508
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt05464014
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt085857
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt05607601
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt09484958
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt031697278
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt019625
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt085857
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0163212
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02015-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12016-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22014-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32014-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42014-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01419794
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt198580
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt21628483
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt328790
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4387
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt053449
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-302
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-132254
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3496043
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt45510
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt053449
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-302
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-132254
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3496043
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt45510
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01473243
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt198278
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt21496229
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3524833
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt45897
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES - BRAVE WARRIOR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES - BRAVE WARRIOR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2PUBLICLY TRADED SECURITIES - JP MORGAN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3PUBLICLY TRADED SECURITIES - JP MORGAN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc44.844 SHS ETON PARK OVERSEAS FUND LTD.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42016-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0422446
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt026089677
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt04888277
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0121600618
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt095510941
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0116712341
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt05270147
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt05270147
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt05270147
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt05458129
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0187982
IRS990PF/DistributableAmountGrp/TotalTaxAmt0187982
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt0130000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt020979
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt05137
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt084098
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0187982
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt020979
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0187982
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0187982
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0214098
IRS990PF/FMVAssetsEOYAmt0120174288
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0299359
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt08000
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt08000
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt051274
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt05020062
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt03991474
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt03630465
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt01899786
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt02500000
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt02500000
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt088281346

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