Civic Intelligence

David a Klein Foundation

990PF • Fiscal year 2022 • EIN 13-3527410

Mar 01, 2021 to Feb 28, 2022 • Filed on Jul 05, 2022

Organization Profile
44 Cocoanut Row A303Palm Beach, FL 33480

(561) 832-8176

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

29th percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

20th percentile

-22%

Higher net margin than 20% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

57th percentile

$35,000

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 27.0% of source-year revenue.

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

46th percentile

-1.2%

Faster asset growth than 46% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

98th percentile

534%

Faster revenue growth than 98% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$2,381,380

Down $28,686 (-1.2%) from 2021

Net Assets

Down

$2,381,380

Down $28,686 (-1.2%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin20th percentile

Revenue

Up

$129,729

Up $109,258 (+534%) from 2021

Expenses

Down

$158,415

Down $11,562 (-6.8%) from 2021

Net Income

Up

-$28,686

Up $120,820 (+81%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth46th 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

2022

Assets$2,381,380
Liabilities$0
Net Assets$2,381,380
Open 2022 Filing

Operations Trend

Revenue Growth98th 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

2022

Revenue$129,729
Expenses$158,415
Net Income-$28,686
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Mar 1, 2021 to Feb 28, 2022
Signed
Jul 5, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay57th 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
2022-07-05
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 Appendix278 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/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt011152
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0126278
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0136572
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0137430
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0125420
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0126278
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ADVERTISING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0180
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1250
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0180
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1250
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt020663
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt020663
TaxesSchedule/TaxesDetail/Amt0322
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0322
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM D ROBBINS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-07-05
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/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/ReturnTs02022-07-19T15:37:08-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WILLIAM D
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ROBBINS
ReturnHeader/TaxPeriodBeginDt02021-03-01
ReturnHeader/TaxPeriodEndDt02022-02-28
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,381,380
Liabilities
$0
Net assets
$2,381,380
Revenue
$129,729
Expenses
$158,415
Net income
-$28,686
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