Civic Intelligence

John & Patricia Klingenstein Fund

990PF • Fiscal year 2017 • EIN 13-4062589

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 30, 2018

C/O Hoffman 37 W 57th St 5 FLNew York, NY 10019

(212) 583-1100

Siviq Scores

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

Liabilities / Assets

9th percentile

0.00x

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

2017 filings • $25M-$50M nonprofits • Source year 2017

Liabilities / Revenue

9th percentile

0.00x

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

2017 filings • $25M-$50M nonprofits • Source year 2017

Net Margin

92nd percentile

58%

Higher net margin than 92% of similar nonprofits.

2017 filings • $25M-$50M nonprofits • Source year 2017

Top Officer Pay

15th percentile

$0

Higher top officer pay than 15% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • $25M-$50M nonprofits • Source year 2017

Asset Growth

56th percentile

6.1%

Faster asset growth than 56% of similar nonprofits.

2017 filings • $25M-$50M nonprofits • Annualized from 2016 to 2017

Revenue Growth

92nd percentile

112%

Faster revenue growth than 92% of similar nonprofits.

2017 filings • $25M-$50M nonprofits • Annualized from 2016 to 2017

Assets

Up

$37,560,434

Up $2,145,902 (+6.1%) from 2016

Net Assets

Up

$37,560,434

Up $2,145,902 (+6.1%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$8,177,769

Up $4,322,105 (+112%) from 2016

Expenses

Down

$3,450,092

Down $210,914 (-5.8%) from 2016

Net Income

Up

$4,727,677

Up $4,533,019 (+2329%) from 2016

Historical Trend

Balance Sheet Trend

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

$150M$100M$50M$0Assets 2010: $23,519,809Liabilities 2010: $42,000Net Assets 2010: $23,477,8092010Assets 2011: $26,052,762Liabilities 2011: $0Net Assets 2011: $26,052,7622011Assets 2012: $26,366,026Liabilities 2012: $0Net Assets 2012: $26,366,0262012Assets 2013: $31,607,937Liabilities 2013: $22,000Net Assets 2013: $31,585,9372013Assets 2014: $33,229,090Liabilities 2014: $25,000Net Assets 2014: $33,204,0902014Assets 2015: $35,323,874Liabilities 2015: $104,000Net Assets 2015: $35,219,8742015Assets 2016: $35,414,532Liabilities 2016: $0Net Assets 2016: $35,414,5322016Assets 2017: $37,560,434Liabilities 2017: $0Net Assets 2017: $37,560,4342017Assets 2018: $43,952,510Liabilities 2018: $0Net Assets 2018: $43,952,5102018Assets 2019: $43,735,880Liabilities 2019: $0Net Assets 2019: $43,735,8802019Assets 2020: $46,545,111Liabilities 2020: $0Net Assets 2020: $46,545,1112020Assets 2021: $121,264,191Liabilities 2021: $0Net Assets 2021: $121,264,1912021Assets 2022: $118,037,955Liabilities 2022: $0Net Assets 2022: $118,037,9562022Assets 2023: $116,216,807Liabilities 2023: $0Net Assets 2023: $116,213,0042023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2017

Assets$37,560,434
Liabilities$0
Net Assets$37,560,434

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100M$50M$0-$50MExpenses 2010: $1,916,4222010Expenses 2011: $2,475,0812011Expenses 2012: $2,485,3082012Revenue 2013: $17,691,188Expenses 2013: $2,305,699Net Income 2013: $15,385,4892013Revenue 2014: $4,156,816Expenses 2014: $2,532,812Net Income 2014: $1,624,0042014Revenue 2015: $5,025,389Expenses 2015: $2,920,778Net Income 2015: $2,104,6112015Revenue 2016: $3,855,664Expenses 2016: $3,661,006Net Income 2016: $194,6582016Revenue 2017: $8,177,769Expenses 2017: $3,450,092Net Income 2017: $4,727,6772017Revenue 2018: $16,378,501Expenses 2018: $4,220,819Net Income 2018: $12,157,6822018Revenue 2019: $4,030,118Expenses 2019: $4,246,748Net Income 2019: -$216,6302019Revenue 2020: $3,277,252Expenses 2020: $4,750,039Net Income 2020: -$1,472,7872020Revenue 2021: $78,254,052Expenses 2021: $4,598,681Net Income 2021: $73,655,3712021Revenue 2022: $3,117,139Expenses 2022: $6,337,185Net Income 2022: -$3,220,0462022Revenue 2023: $3,262,728Expenses 2023: $5,325,453Net Income 2023: -$2,062,7252023Revenue 2024: $2,442,365Expenses 2024: $5,529,133Net Income 2024: -$3,086,7682024

Highlighted filing

2017

Revenue$8,177,769
Expenses$3,450,092
Net Income$4,727,677
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 30, 2018
Return Version
2017v2.3
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN KLINGENSTEINTrustee-$0--
PATRICIA KLINGENSTEINTrustee-$0--
KENNETH H FIELDSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
John & Patricia Klingenstein Fund
EIN
13-4062589
In Care Of
% JANET L MULLIGAN
Address
C/O HOFFMAN 37 W 57TH ST 5 FL, NEW YORK, NY 10019

Signing Officer

Name
Patricia Klingenstein
Title
President
Phone
2125831100
Signed
2018-10-30
Discuss with paid preparer
Yes

Preparer

Firm
Hoffman Mulligan Cpas Llp
Address
37 WEST 57TH STREET 5TH FLOOR, NEW YORK, NY 10019-3411
Preparer
Janet Mulligan CPA
Phone
2125831100
Raw XML AppendixShowing 400 of 406 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/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt04709
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt03060400
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt03581021
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
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IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02013
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IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt03576312
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt03060400
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorNum23
IRS990ScheduleB/ContributorInformationGrp/ContributorNum34
IRS990ScheduleB/ContributorInformationGrp/ContributorNum45
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0JOHN KLINGENSTEIN 1999 CLAT TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1JOHN KLINGENSTEIN 1999 CLAT TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm2JOHN KLINGENSTEIN 1999 CLAT TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm3JOHN KLINGENSTEIN 1999 CLAT TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm4JOHN PATRICIA KLINGENSTEIN
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1C/O HOFFMAN MULLIGAN 37 W 57TH ST
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt2C/O HOFFMAN MULLIGAN 37 W 57TH ST
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt3C/O HOFFMAN MULLIGAN 37 W 57TH ST
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt4C/O HOFFMAN MULLIGAN 37 W 57 ST FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0NEW YORK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1NEW YORK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm2NEW YORK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm3NEW YORK
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd310019
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd410019
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IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd2X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd3X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd4X
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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt1532465
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt2532464
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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt42763000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum05
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt02763000
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0150,000 SHARES OF GE COMMON STOCK
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02017-11-30
IRS990ScheduleB/Organization501c3ExemptPFInd0X
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LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt027815
OtherDecreasesSchedule/OtherDecreasesDetail/Amt02581775
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0150,00O SHS DONATED AT FMV HELD AT COST
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0KLINGENSTEIN FIELDS & CO.
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISCELLANEOUS FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2EXPENSES THRU K-1
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0230
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0302896
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt11465
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt216297
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt332468
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0302896
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11465
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt216297
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt332468
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4230
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER ORDINARY INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0-7233
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-7233
TaxesSchedule/TaxesDetail/Amt03232
TaxesSchedule/TaxesDetail/Amt127000
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAXES PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt03232
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICIA KLINGENSTEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02125831100
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOHN & PATRICIA KLINGENSTEIN FUND
ReturnHeader/Filer/BusinessNameControlTxt0JOHN
ReturnHeader/Filer/EIN0134062589
ReturnHeader/Filer/InCareOfNm0% JANET L MULLIGAN
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O HOFFMAN 37 W 57TH ST 5 FL
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010019
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0F524A3DFC447EA1E508B0ACD2AB0842717D366D3
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F524A3DFC447EA1E508B0ACD2AB0842717D366D3
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId013533520183195000003
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-11-15
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0108.29.61.202
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HOFFMAN MULLIGAN CPAS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt037 WEST 57TH STREET 5TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0100193411
ReturnHeader/PreparerPersonGrp/PhoneNum02125831100
ReturnHeader/PreparerPersonGrp/PreparationDt02018-10-30

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$2.44$5.53$3.09
2023Detailed filing. Detailed filing data is available for this year.$116$0.00$116$3.26$5.33$2.06
2022Detailed filing. Detailed filing data is available for this year.$118$0.00$118$3.12$6.34$3.22
2021Detailed filing. Detailed filing data is available for this year.$121$0.00$121$78.3$4.60$73.7
2020Detailed filing. Detailed filing data is available for this year.$46.5$0.00$46.5$3.28$4.75$1.47
2019Detailed filing. Detailed filing data is available for this year.$43.7$0.00$43.7$4.03$4.25$0.22
2018Detailed filing. Detailed filing data is available for this year.$44.0$0.00$44.0$16.4$4.22$12.2
2017Detailed filing. Detailed filing data is available for this year.$37.6$0.00$37.6$8.18$3.45$4.73
2016Detailed filing. Detailed filing data is available for this year.$35.4$0.00$35.4$3.86$3.66$0.19
2015Detailed filing. Detailed filing data is available for this year.$35.3$0.10$35.2$5.03$2.92$2.10
2014Detailed filing. Detailed filing data is available for this year.$33.2$0.03$33.2$4.16$2.53$1.62
2013Detailed filing. Detailed filing data is available for this year.$31.6$0.02$31.6$17.7$2.31$15.4
2012Detailed filing. Detailed filing data is available for this year.$26.4$0.00$26.4$2.49
2011Detailed filing. Detailed filing data is available for this year.$26.1$0.00$26.1$2.48
2010Detailed filing. Detailed filing data is available for this year.$23.5$0.04$23.5$1.92