Civic Intelligence

The Lenore & Howard Klein Foundation Inc

EIN 13-3673818 • Greenwich, CT

c/o Ivey Barnum etc 170 Mason StGreenwich, CT 06830
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

11th percentile

-38%

Higher net margin than 11% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

52nd percentile

$14,000

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 10.8% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

31st percentile

-1.8%

Faster asset growth than 31% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

10th percentile

-36%

Faster revenue growth than 10% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$2,691,458

Down $49,869 (-1.8%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$2,691,458

Down $49,869 (-1.8%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin11th percentile

Revenue

Down

$130,092

Down $72,459 (-36%) from 2023

Expenses

Down

$179,961

Down $39,908 (-18%) from 2023

Net Income

Down

-$49,869

Down $32,551 (-188%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth31st percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,721,555Liabilities 2011: $02011Assets 2012: $2,631,408Liabilities 2012: $02012Assets 2013: $2,618,126Liabilities 2013: $02013Assets 2014: $2,869,231Liabilities 2014: $02014Assets 2015: $2,830,592Liabilities 2015: $02015Assets 2020: $2,597,407Liabilities 2020: $0Net Assets 2020: $2,597,4072020Assets 2021: $2,815,776Liabilities 2021: $0Net Assets 2021: $2,815,7762021Assets 2022: $2,758,645Liabilities 2022: $0Net Assets 2022: $2,758,6452022Assets 2023: $2,741,327Liabilities 2023: $0Net Assets 2023: $2,741,3272023Assets 2024: $2,691,458Liabilities 2024: $0Net Assets 2024: $2,691,4582024

Highlighted filing

2024

Assets$2,691,458
Liabilities$0
Net Assets$2,691,458
Open 2024 Filing

Operations Trend

Revenue Growth10th percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $77,032Expenses 2011: $180,575Net Income 2011: -$103,5432011Revenue 2012: $70,214Expenses 2012: $160,362Net Income 2012: -$90,1482012Revenue 2013: $166,097Expenses 2013: $179,427Net Income 2013: -$13,3302013Revenue 2014: $439,890Expenses 2014: $188,795Net Income 2014: $251,0952014Revenue 2015: $130,118Expenses 2015: $168,757Net Income 2015: -$38,6392015Revenue 2020: $202,486Expenses 2020: $208,375Net Income 2020: -$5,8892020Revenue 2021: $309,083Expenses 2021: $165,181Net Income 2021: $143,9022021Revenue 2022: $104,364Expenses 2022: $161,494Net Income 2022: -$57,1302022Revenue 2023: $202,551Expenses 2023: $219,869Net Income 2023: -$17,3182023Revenue 2024: $130,092Expenses 2024: $179,961Net Income 2024: -$49,8692024

Highlighted filing

2024

Revenue$130,092
Expenses$179,961
Net Income-$49,869
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,691,458
Liabilities
$0
Net assets
$2,691,458
Revenue
$130,092
Expenses
$179,961
Net income
-$49,869
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.69$0.00$2.69$0.13$0.18$0.05
2023Detailed filing. Detailed filing data is available for this year.$2.74$0.00$2.74$0.20$0.22$0.02
2022Detailed filing. Detailed filing data is available for this year.$2.76$0.00$2.76$0.10$0.16$0.06
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.82$0.00$2.82$0.31$0.17$0.14
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.60$0.00$2.60$0.20$0.21$0.01
2015Summary only. Only limited summary data is available for this year.$2.83$0.00$0.13$0.17$0.04
2014Summary only. Only limited summary data is available for this year.$2.87$0.00$0.44$0.19$0.25
2013Summary only. Only limited summary data is available for this year.$2.62$0.00$0.17$0.18$0.01
2012Summary only. Only limited summary data is available for this year.$2.63$0.00$0.07$0.16$0.09
2011Summary only. Only limited summary data is available for this year.$2.72$0.00$0.08$0.18$0.10
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 11, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jennifer D PortVP, Sec & TreaPT$14,000-$14,000
Janice Levinson GillmanVP, Director & OffPT$4,000-$4,000
Jane LaffendPres, Director & OffPT$0--
Filing and Contact Details

Filer

Filer Name
The Lenore & Howard Klein Foundation Inc
EIN
13-3673818
Phone
2036616000
Address
c/o Ivey Barnum etc 170 Mason St, Greenwich, CT 06830

Signing Officer

Name
Jennifer D Port
Title
Vice President
Signed
2025-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Ivey Barnum & OMara LLC
Address
170 Mason Street, Greenwich, CT 06830
Preparer
Jennifer D Port
Phone
2036616000
Raw XML Appendix291 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
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IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0None
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0126000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Various
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0See Exhibit Attached
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0See Attached
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0See Attached
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010012
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0126000
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/AppliedToCurrentYearAmt0170257
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0170257
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt052981
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt046846
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0103531
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt03704
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt052981
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt046846
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0173961
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt03704
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0103531
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt099827
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt03000
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Ivey Barnum & O'Mara
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt06412
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt09412
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt03000
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Service fee class action distributions
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0228
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Class Action Settlements
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0228
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0228
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt020554
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt020554
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Northern Trust - Invest Advisory Fee
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt020554
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt020554
TaxesSchedule/TaxesDetail/Amt0883
TaxesSchedule/TaxesDetail/Amt11087
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign Tax Paid
TaxesSchedule/TaxesDetail/CategoryTxt1IRS for 2022
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0883
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt11087
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0883
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jennifer D Port
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Lenore & Howard Klein Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0LENO
ReturnHeader/Filer/EIN0133673818
ReturnHeader/Filer/PhoneNum02036616000
ReturnHeader/Filer/USAddress/AddressLine1Txt0c/o Ivey Barnum etc 170 Mason St
ReturnHeader/Filer/USAddress/CityNm0Greenwich
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006830
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0060642300
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Ivey Barnum & OMara LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0170 Mason Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Greenwich
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006830
ReturnHeader/PreparerPersonGrp/PhoneNum02036616000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jennifer D Port
ReturnHeader/ReturnTs02025-11-11T13:52:13-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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