Civic Intelligence

The Kohlberg Foundation Inc

990T • Fiscal year 2020 • EIN 13-3496263

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

Organization Profile

View Organization Page

84 Business Park Drive No 304Armonk, NY 10504

(914) 415-4144

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$300M$200M$100M$0Assets 2011: $272,142,812Liabilities 2011: $02011Assets 2012: $283,892,287Liabilities 2012: $02012Assets 2013: $272,966,282Liabilities 2013: $2902013Assets 2014: $266,804,766Liabilities 2014: $02014Assets 2015: $254,655,734Liabilities 2015: $572015Assets 2016: $245,315,017Liabilities 2016: $0Net Assets 2016: $245,315,0172016Assets 2017: $193,599,920Liabilities 2017: $73Net Assets 2017: $193,599,8472017Assets 2018: $185,724,464Liabilities 2018: $197Net Assets 2018: $185,724,2672018Assets 2019: $183,606,087Liabilities 2019: $231Net Assets 2019: $183,605,8562019Assets 2020: $185,870,269Liabilities 2020: $0Net Assets 2020: $185,870,2692020Assets 2021: $192,188,103Liabilities 2021: $0Net Assets 2021: $192,188,1032021Assets 2022: $188,677,169Liabilities 2022: $0Net Assets 2022: $188,677,1692022Assets 2023: $207,234,230Liabilities 2023: $0Net Assets 2023: $207,234,2302023Assets 2024: $209,571,951Liabilities 2024: $0Net Assets 2024: $209,571,9512024

Latest loaded filing

2024

Assets$209,571,951
Liabilities$0
Net Assets$209,571,951
Open 2024 Filing

Operations Trend

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

$100M$50M$0-$50M-$100MRevenue 2011: $11,174,232Expenses 2011: $20,087,162Net Income 2011: -$8,912,9302011Revenue 2012: $31,292,934Expenses 2012: $20,150,570Net Income 2012: $11,142,3642012Revenue 2013: $14,775,387Expenses 2013: $26,390,111Net Income 2013: -$11,614,7242013Revenue 2014: $21,966,634Expenses 2014: $27,669,606Net Income 2014: -$5,702,9722014Revenue 2015: $11,931,123Expenses 2015: $23,049,438Net Income 2015: -$11,118,3152015Revenue 2016: $6,953,607Expenses 2016: $16,257,731Net Income 2016: -$9,304,1242016Revenue 2017: $24,608,128Expenses 2017: $82,492,760Net Income 2017: -$57,884,6322017Revenue 2018: $17,724,487Expenses 2018: $25,691,409Net Income 2018: -$7,966,9222018Revenue 2019: $23,614,156Expenses 2019: $22,815,777Net Income 2019: $798,3792019Revenue 2020: $17,933,951Expenses 2020: $12,698,569Net Income 2020: $5,235,3822020Revenue 2021: $22,929,459Expenses 2021: $12,967,041Net Income 2021: $9,962,4182021Revenue 2022: $18,458,015Expenses 2022: $21,049,890Net Income 2022: -$2,591,8752022Revenue 2023: $11,102,898Expenses 2023: $11,923,085Net Income 2023: -$820,1872023Revenue 2024: $7,852,702Expenses 2024: $12,082,677Net Income 2024: -$4,229,9752024

Latest loaded filing

2024

Revenue$7,852,702
Expenses$12,082,677
Net Income-$4,229,975
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v1.1
Filing and Contact Details

Filer

Filer Name
The Kohlberg Foundation Inc
EIN
13-3496263
Phone
9144154144
Address
84 Business Park Drive No 304, Armonk, NY 10504

Signing Officer

Name
Nancy McCabe
Title
Exec. VP
Phone
9144154142
Signed
2021-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Marks Paneth Llp
Address
4 Manhattanville Road, Purchase, NY 10577
Preparer
Scott M Brenner
Phone
9145249000
Raw XML Appendix193 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.

Path#Value
IRS1120ScheduleD/CapitalGainNetIncomeAmt010394
IRS1120ScheduleD/ExcNetSTGainOverNetLTLossAmt0286
IRS1120ScheduleD/NetCapitalGainAmt010108
IRS1120ScheduleD/NetLTCapitalGainOrLossAmt010108
IRS1120ScheduleD/NetSTCapitalGainOrLossAmt0286
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalGainOrLossAmt010108
IRS1120ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalGainOrLossAmt0286
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt0-13
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt110121
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0Kohlberg Partners VIII LP
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc1General Atlantic Partners (Bermuda)IV
IRS8949/LongTermCapitalGainAndLossGrp/TotalGainOrLossAmt010108
IRS8949/LongTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt0144
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt1142
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0Kohlberg Partners IX
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc1Kohlberg Partners VIII LP
IRS8949/ShortTermCapitalGainAndLossGrp/TotalGainOrLossAmt0286
IRS8949/ShortTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS990T/BooksInCareOfDetail/PersonNm0The Kohlberg Foundation Inc
IRS990T/BooksInCareOfDetail/PhoneNum09144154144
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt084 Business Park Drive
IRS990T/BooksInCareOfDetail/USAddress/CityNm0Armonk
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd010504
IRS990T/BookValueAssetsEOYAmt0185870269
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt00
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt04
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OverpaymentSection/AppliedToESTaxAmt0396097
IRS990T/OverpaymentSection/OverpaymentAmt0396097
IRS990T/OverpaymentSection/RefundAmt00
IRS990T/PaidTaxLiabilityAmt00
IRS990T/PriorYearOverpaymentCreditAmt0396097
IRS990TScheduleA/CapitalGainNetIncomeAmt0144
IRS990TScheduleA/CapitalGainNetIncomeAmt1129
IRS990TScheduleA/CapitalGainNetIncomeAmt210121
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/NetOperatingLossDeductionAmt10
IRS990TScheduleA/NetOperatingLossDeductionAmt20
IRS990TScheduleA/NetOperatingLossDeductionAmt3399
IRS990TScheduleA/OfficerDirTrstCompGrp/PersonNm0Nancy McCabe
IRS990TScheduleA/OfficerDirTrstCompGrp/TimeDevotedToBusinessPct01.00000
IRS990TScheduleA/OfficerDirTrstCompGrp/TitleTxt0Exec VP/Treasurer
IRS990TScheduleA/OfficerDirTrstCompGrp/UnrelatedBusinessCompAmt00
IRS990TScheduleA/PrincipalBusinessActivityCd0523000
IRS990TScheduleA/PrincipalBusinessActivityCd1523000
IRS990TScheduleA/PrincipalBusinessActivityCd2523000
IRS990TScheduleA/PrincipalBusinessActivityCd3525990
IRS990TScheduleA/SalariesAndWagesAmt01615
IRS990TScheduleA/SalariesAndWagesAmt113561
IRS990TScheduleA/SalariesAndWagesAmt21741
IRS990TScheduleA/SalariesAndWagesAmt34620
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceReferenceNum12
IRS990TScheduleA/SequenceReferenceNum23
IRS990TScheduleA/SequenceReferenceNum34
IRS990TScheduleA/SequenceTotalNum04
IRS990TScheduleA/SequenceTotalNum14
IRS990TScheduleA/SequenceTotalNum24
IRS990TScheduleA/SequenceTotalNum34
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalAllocableDeductionsAmt10
IRS990TScheduleA/TotalAllocableDeductionsAmt20
IRS990TScheduleA/TotalAllocableDeductionsAmt30
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt10
IRS990TScheduleA/TotalCtrlOrgDeductionAmt20
IRS990TScheduleA/TotalCtrlOrgDeductionAmt30
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt10
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt20
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt30
IRS990TScheduleA/TotalDeductionsAmt04315
IRS990TScheduleA/TotalDeductionsAmt136233
IRS990TScheduleA/TotalDeductionsAmt24652
IRS990TScheduleA/TotalDeductionsAmt312344
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDeductionSetAsidesAmt10
IRS990TScheduleA/TotalDeductionSetAsidesAmt20
IRS990TScheduleA/TotalDeductionSetAsidesAmt30
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt10
IRS990TScheduleA/TotalDirectAdvertisingCostAmt20
IRS990TScheduleA/TotalDirectAdvertisingCostAmt30
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt10
IRS990TScheduleA/TotalDividendsReceivedDedAmt20
IRS990TScheduleA/TotalDividendsReceivedDedAmt30
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt10
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt20
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt30
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt10
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt20
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt30
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt10
IRS990TScheduleA/TotalInvestmentIncomeAmt20
IRS990TScheduleA/TotalInvestmentIncomeAmt30
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0-4599
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt1-37403
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt24674
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt32622
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentDeductionsAmt10
IRS990TScheduleA/TotalRentDeductionsAmt20
IRS990TScheduleA/TotalRentDeductionsAmt30
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalRentIncomeAmt10
IRS990TScheduleA/TotalRentIncomeAmt20
IRS990TScheduleA/TotalRentIncomeAmt30
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt10
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt20
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt30
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt10
IRS990TScheduleA/TotExcessReadershipCostsDedAmt20
IRS990TScheduleA/TotExcessReadershipCostsDedAmt30
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0-4455
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt1-37403
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt24803
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt312743
IRS990TScheduleA/TotUnrltTrdBusIncmAmt0-4455
IRS990TScheduleA/TotUnrltTrdBusIncmAmt1-37403
IRS990TScheduleA/TotUnrltTrdBusIncmAmt24803
IRS990TScheduleA/TotUnrltTrdBusIncmAmt312743
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt10
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt20
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt30
IRS990TScheduleA/TradeOrBusinessDesc0Kohlberg IX K-1 income
IRS990TScheduleA/TradeOrBusinessDesc1Quantum Parallel Partners K-1 income
IRS990TScheduleA/TradeOrBusinessDesc2Kohlberg VIII K-1 income
IRS990TScheduleA/TradeOrBusinessDesc3Investments
IRS990TScheduleA/UBIBeforeNOLDedAmt0-8770
IRS990TScheduleA/UBIBeforeNOLDedAmt1-73636
IRS990TScheduleA/UBIBeforeNOLDedAmt2151
IRS990TScheduleA/UBIBeforeNOLDedAmt3399
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0-8770
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt1-73636
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt2151
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt0396097
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIBeforeNOLSpecificAmt0151
IRS990T/TotalUBTIBeforeSection199AAmt0151
IRS990T/TotalUBTIComputedAmt0151
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Nancy McCabe
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Exec. VP
ReturnHeader/BusinessOfficerGrp/PhoneNum09144154142
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Kohlberg Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0KOHL
ReturnHeader/Filer/EIN0133496263
ReturnHeader/Filer/PhoneNum09144154144
ReturnHeader/Filer/USAddress/AddressLine1Txt084 Business Park Drive No 304
ReturnHeader/Filer/USAddress/CityNm0Armonk
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010504
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0113518842
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARKS PANETH LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04 Manhattanville Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Purchase
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010577
ReturnHeader/PreparerPersonGrp/PhoneNum09145249000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT M BRENNER
ReturnHeader/ReturnTs02021-11-15T17:54:16-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Nancy
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0McCabe
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$210$0.00$210$7.85$12.1$4.23
2023Detailed filing. Detailed filing data is available for this year.$207$0.00$207$11.1$11.9$0.82
2022Detailed filing. Detailed filing data is available for this year.$189$0.00$189$18.5$21.0$2.59
2021Detailed filing. Detailed filing data is available for this year.$192$0.00$192$22.9$13.0$9.96
2020Detailed filing. Detailed filing data is available for this year.$186$0.00$186$17.9$12.7$5.24
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.
2019Detailed filing. Detailed filing data is available for this year.$184$0.00$184$23.6$22.8$0.80
2018Detailed filing. Detailed filing data is available for this year.$186$0.00$186$17.7$25.7$7.97
2017Detailed filing. Detailed filing data is available for this year.$194$0.00$194$24.6$82.5$57.9
2016Detailed filing. Detailed filing data is available for this year.$245$0.00$245$6.95$16.3$9.30
2015Summary only. Only limited summary data is available for this year.$255$0.00$11.9$23.0$11.1
2014Summary only. Only limited summary data is available for this year.$267$0.00$22.0$27.7$5.70
2013Summary only. Only limited summary data is available for this year.$273$0.00$14.8$26.4$11.6
2012Summary only. Only limited summary data is available for this year.$284$0.00$31.3$20.2$11.1
2011Summary only. Only limited summary data is available for this year.$272$0.00$11.2$20.1$8.91