Civic Intelligence

David a Klein Foundation

990PF • Fiscal year 2015 • EIN 13-3527410

Mar 01, 2014 to Feb 28, 2015 • Filed on May 18, 2015

Organization Profile
6 WestwayWhite Plains, NY 10605

(914) 682-2800

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

27th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

9th percentile

-66%

Higher net margin than 9% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2015

Asset Growth

35th percentile

-2.3%

Faster asset growth than 35% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

99th percentile

2002%

Faster revenue growth than 99% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$2,652,689

Down $61,521 (-2.3%) from 2014

Net Assets

Down

$2,652,689

Down $61,521 (-2.3%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin9th percentile

Revenue

Up

$92,547

Up $88,145 (+2002%) from 2014

Expenses

Up

$154,068

Up $35,109 (+30%) from 2014

Net Income

Up

-$61,521

Up $53,036 (+46%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$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

2015

Assets$2,652,689
Liabilities$0
Net Assets$2,652,689
Open 2015 Filing

Operations Trend

Revenue Growth99th percentile

Revenue, expenses, and net income across loaded years, with this 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

2015

Revenue$92,547
Expenses$154,068
Net Income-$61,521
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Mar 1, 2014 to Feb 28, 2015
Signed
May 18, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM D ROBBINSTrusteePT$30,000-$30,000
Filing and Contact Details

Filer

Filer Name
David a Klein Foundation
EIN
13-3527410
Phone
9146822800
Address
6 WESTWAY, WHITE PLAINS, NY 10605

Signing Officer

Name
William D Robbins
Title
Trustee
Signed
2015-05-18
Discuss with paid preparer
Yes

Preparer

Firm
Gary a Jakalow Ea
Address
107 Brewery Road, New City, NY 10956-6115
Preparer
Gary A Jakalow
Phone
8456382355
Raw XML Appendix263 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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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt025320
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt025320
TaxesSchedule/TaxesDetail/Amt01358
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM D ROBBINS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DAVID A KLEIN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0133527410
ReturnHeader/Filer/PhoneNum09146822800
ReturnHeader/Filer/USAddress/AddressLine1Txt06 WESTWAY
ReturnHeader/Filer/USAddress/CityNm0WHITE PLAINS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010605
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/ZIPCd0109566115
ReturnHeader/PreparerPersonGrp/PhoneNum08456382355
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gary A Jakalow
ReturnHeader/ReturnTs02015-05-26T09:06:09-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-03-01
ReturnHeader/TaxPeriodEndDt02015-02-28
ReturnHeader/TaxYr02014

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,652,689
Liabilities
$0
Net assets
$2,652,689
Revenue
$92,547
Expenses
$154,068
Net income
-$61,521
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