Civic Intelligence

David a Klein Foundation

990PF • Fiscal year 2020 • EIN 13-3527410

Mar 01, 2019 to Feb 29, 2020 • Filed on Jul 03, 2020

Organization Profile
44 Cocoanut RowPalm Beach, FL 33480

(914) 682-2800

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

62nd percentile

12%

Higher net margin than 62% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

56th percentile

$35,000

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 17.4% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

42nd percentile

1.0%

Faster asset growth than 42% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

95th percentile

196%

Faster revenue growth than 95% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$2,559,572

Up $24,276 (+1.0%) from 2019

Net Assets

Up

$2,559,572

Up $24,276 (+1.0%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin62nd percentile

Revenue

Up

$201,277

Up $133,164 (+196%) from 2019

Expenses

Down

$177,001

Down $2,751 (-1.5%) from 2019

Net Income

Up

$24,276

Up $135,915 (+122%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth42nd 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

2020

Assets$2,559,572
Liabilities$0
Net Assets$2,559,572
Open 2020 Filing

Operations Trend

Revenue Growth95th 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

2020

Revenue$201,277
Expenses$177,001
Net Income$24,276
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Mar 1, 2019 to Feb 29, 2020
Signed
Jul 3, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay56th 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
9146822800
Address
44 COCOANUT ROW, PALM BEACH, FL 33480

Signing Officer

Name
William D Robbins
Title
Trustee
Signed
2020-07-03
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 Appendix303 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/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt044 COCOANUT ROW
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PALM BEACH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd033480
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0WILLIAM D ROBBINS
IRS990PF/StatementsRegardingActyGrp/PhoneNum09146822800
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0113000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CREATE AND MAINTAIN AN ORCHID DISPLAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0VIZCAYA MUSEUM GARDENS TRUST INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt03251 SOUTH MAIMI AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MIAMI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd033129
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0113000
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/AppliedToCurrentYearAmt0734
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0151143
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0144725
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0151877
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0143991
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0151143
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0250
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0250
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt023771
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt023771
TaxesSchedule/TaxesDetail/Amt01353
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01353
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM D ROBBINS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DAVID A KLEIN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0133527410
ReturnHeader/Filer/PhoneNum09146822800
ReturnHeader/Filer/USAddress/AddressLine1Txt044 COCOANUT ROW
ReturnHeader/Filer/USAddress/CityNm0PALM BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033480
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/ZIPCd0109566115
ReturnHeader/PreparerPersonGrp/PhoneNum08456382355
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gary A Jakalow
ReturnHeader/ReturnTs02020-07-08T14:49:38-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-03-01
ReturnHeader/TaxPeriodEndDt02020-02-29
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,559,572
Liabilities
$0
Net assets
$2,559,572
Revenue
$201,277
Expenses
$177,001
Net income
$24,276
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