Civic Intelligence

Samuel & Francine Klagsbrun Foundtn

990PF • Fiscal year 2017 • EIN 13-3452159

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 14, 2018

Organization Profile
70 East 55th Street 12 FloorNew York, NY 10022

(212) 661-8682

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

98th percentile

2.70x

Higher debt load relative to revenue than 98% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

1st percentile

-930675%

Higher net margin than 1% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $173,927 (-100%) from 2016

Net Assets

Down

-$54

Down $173,135 (-100%) from 2016

Liabilities

Down

$54

Down $792 (-94%) from 2016

Revenue And Expenses
Liabilities / Revenue98th percentileNet Margin1st percentile

Revenue

Up

$20

Up $4,711 (+100%) from 2016

Expenses

Up

$186,155

Up $36,265 (+24%) from 2016

Net Income

Down

-$186,135

Down $31,554 (-20%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth2nd percentile

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

$600K$400K$200K$0-$200KAssets 2011: $522,322Liabilities 2011: $3,1442011Assets 2012: $394,233Liabilities 2012: $3,1442012Assets 2013: $349,278Liabilities 2013: $3,1442013Assets 2014: $344,293Liabilities 2014: $3,2682014Assets 2015: $329,257Liabilities 2015: $1,595Net Assets 2015: $327,6622015Assets 2016: $173,927Liabilities 2016: $846Net Assets 2016: $173,0812016Assets 2017: $0Liabilities 2017: $54Net Assets 2017: -$542017

Highlighted filing

2017

Assets$0
Liabilities$54
Net Assets-$54
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$200K$0-$200K-$400KRevenue 2011: $37,087Expenses 2011: $244,984Net Income 2011: -$207,8972011Revenue 2012: $110,129Expenses 2012: $238,218Net Income 2012: -$128,0892012Revenue 2013: $16,416Expenses 2013: $242,729Net Income 2013: -$226,3132013Revenue 2014: $15,941Expenses 2014: $221,050Net Income 2014: -$205,1092014Revenue 2015: $23,876Expenses 2015: $137,239Net Income 2015: -$113,3632015Revenue 2016: -$4,691Expenses 2016: $149,890Net Income 2016: -$154,5812016Revenue 2017: $20Expenses 2017: $186,155Net Income 2017: -$186,1352017

Highlighted filing

2017

Revenue$20
Expenses$186,155
Net Income-$186,135
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 14, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SAMUEL C KLAGSBRUNDirector-$0--
Filing and Contact Details

Filer

Filer Name
Samuel & Francine Klagsbrun Foundtn
EIN
13-3452159
Phone
2126618682
Address
70 EAST 55TH STREET 12 FLOOR, NEW YORK, NY 10022

Signing Officer

Name
Samuel C Klagsbrun
Title
Director
Phone
2126618682
Signed
2018-11-14

Preparer

Firm
Traust Sollus Cpas LLC
Address
70 E 55TH ST FL 12, NEW YORK, NY 10022-3374
Preparer
Barry Newman CPA
Phone
2126618682
Raw XML Appendix293 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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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt194890
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3EDGEWOOD GROWTH FUND
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6PERRITT MC CP OPPTS(PRCGX)
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-186135
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt095691
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt0296
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt06
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0296
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01501
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt0478
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0478
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0478
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt0226
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0226
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0226
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt01748
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt0226
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0185929
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0186155
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt013000
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0-54
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt04950
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt04950
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt04950
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt04965
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt015
IRS990PF/DistributableAmountGrp/TotalTaxAmt015
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0110
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt015
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt095
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt095
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt015
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt015
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0110
IRS990PF/FinalReturnInd0X
IRS990PF/FMVAssetsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt095651
IRS990PF/Form990PFBalanceSheetsGrp/LoansFromOfficersBOYAmt0846
IRS990PF/Form990PFBalanceSheetsGrp/LoansFromOfficersEOYAmt054
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt078276
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt00
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IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0100809
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt032863
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt067946
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01512
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt04965
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt099297
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0100809
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0SAMUEL C KLAGSBRUN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0941 PARK AVENUE
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0185929
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt04950
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt04950
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0138309
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0120530
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0205510
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0224354
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0206523
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0206523
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0869682
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0180979
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0138309
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0120530
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0205510
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0224354
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0185929
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0180979
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01076205
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0895226
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LiquidationExplanationStmt/ExplanationTxt0SEE ATTACHED FOR DETAILS.
LoansFromOfficersSchedule/LoansFromOfficerGrp/BalanceDueAmt054
LoansFromOfficersSchedule/LoansFromOfficerGrp/LenderPersonNm0LOAN FROM OFFICER
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0478
OtherIncomeSchedule2/OtherIncomeDetail/Desc0TD AMERITRADE
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0478
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0478
OtherIncreasesSchedule/OtherIncreasesDetail/Amt013000
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0CONTRIBUTION BY TRUSTEES
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt075
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt11
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt2150
TaxesSchedule/TaxesDetail/Amt075
TaxesSchedule/TaxesDetail/Amt11
TaxesSchedule/TaxesDetail/Amt2150
TaxesSchedule/TaxesDetail/CategoryTxt0NYS FILING
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES ON INVESTMENTS
TaxesSchedule/TaxesDetail/CategoryTxt2EXCISE TAX ON INVESTMENT INCOME
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt075
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt11
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt2150
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SAMUEL C KLAGSBRUN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02126618682
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAMUEL & FRANCINE KLAGSBRUN FOUNDTN
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O TRAUST SOLLUS CPA'S
ReturnHeader/Filer/BusinessNameControlTxt0SAMU
ReturnHeader/Filer/EIN0133452159
ReturnHeader/Filer/PhoneNum02126618682
ReturnHeader/Filer/USAddress/AddressLine1Txt070 EAST 55TH STREET 12 FLOOR
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010022
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId039EBC8C9DD39F7C856A5F0ADCACAD921B2B91CE7
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId039EBC8C9DD39F7C856A5F0ADCACAD921B2B91CE7
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0192.55.242.200
ReturnHeader/FilingSecurityInformation/IPDt02018-11-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm011:39:03
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0471950555
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TRAUST SOLLUS CPAS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt070 E 55TH ST FL 12
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0100223374
ReturnHeader/PreparerPersonGrp/PhoneNum02126618682
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BARRY NEWMAN CPA
ReturnHeader/ReturnTs02018-11-15T12:39:03-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$54
Net assets
-$54
Revenue
$20
Expenses
$186,155
Net income
-$186,135
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$1.86$1.86
2016Detailed filing. Detailed filing data is available for this year.$1.74$0.01$1.73$0.05$1.50$1.55
2015Detailed filing. Detailed filing data is available for this year.$3.29$0.02$3.28$0.24$1.37$1.13
2014Summary only. Only limited summary data is available for this year.$3.44$0.03$0.16$2.21$2.05
2013Summary only. Only limited summary data is available for this year.$3.49$0.03$0.16$2.43$2.26
2012Summary only. Only limited summary data is available for this year.$3.94$0.03$1.10$2.38$1.28
2011Summary only. Only limited summary data is available for this year.$5.22$0.03$0.37$2.45$2.08