Civic Intelligence

David a Klein Foundation

EIN 13-3527410 • Palm Beach, FL

44 Cocoanut Row A303Palm Beach, FL 33480
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2025

Net Margin

6th percentile

-108%

Higher net margin than 6% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

Top Officer Pay

90th percentile

$35,000

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 43.3% of source-year revenue.

$1M-$5M nonprofits • Source year 2025

Asset Growth

24th percentile

-3.8%

Faster asset growth than 24% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

7th percentile

-46%

Faster revenue growth than 7% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$2,215,892

Down $87,018 (-3.8%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$2,215,892

Down $87,018 (-3.8%) from 2024

Operations
Liabilities / Revenue30th percentileNet Margin6th percentile

Revenue

Down

$80,874

Down $68,535 (-46%) from 2024

Expenses

Up

$167,892

Up $2,762 (+1.7%) from 2024

Net Income

Down

-$87,018

Down $71,297 (-454%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth24th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2012: $2,950,329Liabilities 2012: $0Net Assets 2012: $2,950,3292012Assets 2013: $2,828,767Liabilities 2013: $0Net Assets 2013: $2,828,7672013Assets 2014: $2,714,210Liabilities 2014: $0Net Assets 2014: $2,714,2102014Assets 2015: $2,652,689Liabilities 2015: $0Net Assets 2015: $2,652,6892015Assets 2016: $2,665,367Liabilities 2016: $0Net Assets 2016: $2,665,3672016Assets 2017: $2,743,555Liabilities 2017: $0Net Assets 2017: $2,743,5552017Assets 2018: $2,646,935Liabilities 2018: $0Net Assets 2018: $2,646,9352018Assets 2019: $2,535,296Liabilities 2019: $0Net Assets 2019: $2,535,2962019Assets 2020: $2,559,572Liabilities 2020: $0Net Assets 2020: $2,559,5722020Assets 2021: $2,410,066Liabilities 2021: $0Net Assets 2021: $2,410,0662021Assets 2022: $2,381,380Liabilities 2022: $0Net Assets 2022: $2,381,3802022Assets 2023: $2,318,631Liabilities 2023: $0Net Assets 2023: $2,318,6312023Assets 2024: $2,302,910Liabilities 2024: $0Net Assets 2024: $2,302,9102024Assets 2025: $2,215,892Liabilities 2025: $0Net Assets 2025: $2,215,8922025

Highlighted filing

2025

Assets$2,215,892
Liabilities$0
Net Assets$2,215,892
Open 2025 Filing

Operations Trend

Revenue Growth7th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$200K$0-$200KExpenses 2012: $111,1342012Revenue 2013: $52,670Expenses 2013: $174,232Net Income 2013: -$121,5622013Revenue 2014: $4,402Expenses 2014: $118,959Net Income 2014: -$114,5572014Revenue 2015: $92,547Expenses 2015: $154,068Net Income 2015: -$61,5212015Revenue 2016: $192,983Expenses 2016: $180,305Net Income 2016: $12,6782016Revenue 2017: $257,540Expenses 2017: $179,352Net Income 2017: $78,1882017Revenue 2018: $78,322Expenses 2018: $174,942Net Income 2018: -$96,6202018Revenue 2019: $68,113Expenses 2019: $179,752Net Income 2019: -$111,6392019Revenue 2020: $201,277Expenses 2020: $177,001Net Income 2020: $24,2762020Revenue 2021: $20,471Expenses 2021: $169,977Net Income 2021: -$149,5062021Revenue 2022: $129,729Expenses 2022: $158,415Net Income 2022: -$28,6862022Revenue 2023: $103,060Expenses 2023: $165,809Net Income 2023: -$62,7492023Revenue 2024: $149,409Expenses 2024: $165,130Net Income 2024: -$15,7212024Revenue 2025: $80,874Expenses 2025: $167,892Net Income 2025: -$87,0182025

Highlighted filing

2025

Revenue$80,874
Expenses$167,892
Net Income-$87,018
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,215,892
Liabilities
$0
Net assets
$2,215,892
Revenue
$80,874
Expenses
$167,892
Net income
-$87,018
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$0.08$0.17$0.09
2024Detailed filing. Detailed filing data is available for this year.$2.30$0.00$2.30$0.15$0.17$0.02
2023Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$0.10$0.17$0.06
2022Detailed filing. Detailed filing data is available for this year.$2.38$0.00$2.38$0.13$0.16$0.03
2021Detailed filing. Detailed filing data is available for this year.$2.41$0.00$2.41$0.02$0.17$0.15
2020Detailed filing. Detailed filing data is available for this year.$2.56$0.00$2.56$0.20$0.18$0.02
2019Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$0.07$0.18$0.11
2018Detailed filing. Detailed filing data is available for this year.$2.65$0.00$2.65$0.08$0.17$0.10
2017Detailed filing. Detailed filing data is available for this year.$2.74$0.00$2.74$0.26$0.18$0.08
2016Detailed filing. Detailed filing data is available for this year.$2.67$0.00$2.67$0.19$0.18$0.01
2015Detailed filing. Detailed filing data is available for this year.$2.65$0.00$2.65$0.09$0.15$0.06
2014Detailed filing. Detailed filing data is available for this year.$2.71$0.00$2.71$0.00$0.12$0.11
2013Detailed filing. Detailed filing data is available for this year.$2.83$0.00$2.83$0.05$0.17$0.12
2012Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$0.11
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Mar 1, 2024 to Feb 28, 2025
Signed
Jul 8, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay90th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM D ROBBINSTrusteePT$35,000-$35,000
Filing and Contact Details

Filer

Filer Name
David a Klein Foundation
EIN
13-3527410
Phone
5618328176
Address
44 COCOANUT ROW A303, PALM BEACH, FL 33480

Signing Officer

Name
William D Robbins
Title
Trustee
Signed
2025-07-08
Discuss with paid preparer
Yes

Preparer

Firm
Gary a Jakalow Ea
Address
107 Brewery Road, New City, NY 10956
Preparer
Gary A Jakalow
Phone
8456382355
Raw XML Appendix276 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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd033129
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0100000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt012148
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0125599
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0143138
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0137747
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0130990
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0125599
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ADVERTISING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3SAFE DEPOSIT BOX
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0170
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt112
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2250
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3315
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0170
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt112
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2250
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3315
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt024282
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt024282
TaxesSchedule/TaxesDetail/Amt02000
TaxesSchedule/TaxesDetail/Amt13863
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt03863
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM D ROBBINS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DAVID A KLEIN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0133527410
ReturnHeader/Filer/PhoneNum05618328176
ReturnHeader/Filer/USAddress/AddressLine1Txt044 COCOANUT ROW A303
ReturnHeader/Filer/USAddress/CityNm0PALM BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033480
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0133882776
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GARY A JAKALOW EA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0107 Brewery Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0New City
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010956
ReturnHeader/PreparerPersonGrp/PhoneNum08456382355
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gary A Jakalow
ReturnHeader/ReturnTs02025-07-16T08:31:52-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-03-01
ReturnHeader/TaxPeriodEndDt02025-02-28
ReturnHeader/TaxYr02024

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