Civic Intelligence

The Kleinbaum Fund Inc Co Lipsky Goodkin & Co

990PF • Fiscal year 2020 • EIN 13-6028781

Jun 01, 2019 to May 31, 2020 • Filed on Jul 14, 2020

Organization Profile
120 West 45th Street 7th FLNew York, NY 10036

(212) 840-6444

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

36th percentile

-4.7%

Higher net margin than 36% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

81st percentile

$4,000

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 21.0% of source-year revenue.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

42nd percentile

-1.0%

Faster asset growth than 42% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

99th percentile

898%

Faster revenue growth than 99% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$91,390

Down $900 (-1.0%) from 2019

Net Assets

Down

$91,390

Down $900 (-1.0%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin36th percentile

Revenue

Up

$19,061

Up $17,152 (+898%) from 2019

Expenses

Down

$19,961

Down $1,699 (-7.8%) from 2019

Net Income

Up

-$900

Up $18,851 (+95%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$300K$200K$100K$0Assets 2012: $232,010Liabilities 2012: $0Net Assets 2012: $232,0102012Assets 2013: $205,615Liabilities 2013: $0Net Assets 2013: $205,6152013Assets 2014: $186,463Liabilities 2014: $0Net Assets 2014: $186,4632014Assets 2015: $165,237Liabilities 2015: $0Net Assets 2015: $165,2372015Assets 2016: $181,049Liabilities 2016: $0Net Assets 2016: $181,0492016Assets 2017: $131,065Liabilities 2017: $0Net Assets 2017: $131,0652017Assets 2018: $112,041Liabilities 2018: $0Net Assets 2018: $112,0412018Assets 2019: $92,290Liabilities 2019: $0Net Assets 2019: $92,2902019Assets 2020: $91,390Liabilities 2020: $0Net Assets 2020: $91,3902020Assets 2021: $105,266Liabilities 2021: $0Net Assets 2021: $105,2662021Assets 2022: $132,799Liabilities 2022: $0Net Assets 2022: $132,7992022Assets 2023: $101,922Liabilities 2023: $0Net Assets 2023: $101,9222023Assets 2024: $105,344Liabilities 2024: $0Net Assets 2024: $105,3442024Assets 2025: $70,965Liabilities 2025: $0Net Assets 2025: $70,9652025

Highlighted filing

2020

Assets$91,390
Liabilities$0
Net Assets$91,390
Open 2020 Filing

Operations Trend

Revenue Growth99th percentile

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

$50K$0-$50KExpenses 2012: $44,2562012Expenses 2013: $26,6052013Revenue 2014: $12,033Expenses 2014: $31,185Net Income 2014: -$19,1522014Revenue 2015: $2,132Expenses 2015: $23,358Net Income 2015: -$21,2262015Revenue 2016: $34,382Expenses 2016: $18,570Net Income 2016: $15,8122016Revenue 2017: -$15,876Expenses 2017: $34,108Net Income 2017: -$49,9842017Revenue 2018: $981Expenses 2018: $20,005Net Income 2018: -$19,0242018Revenue 2019: $1,909Expenses 2019: $21,660Net Income 2019: -$19,7512019Revenue 2020: $19,061Expenses 2020: $19,961Net Income 2020: -$9002020Revenue 2021: $32,186Expenses 2021: $18,310Net Income 2021: $13,8762021Revenue 2022: $46,713Expenses 2022: $19,180Net Income 2022: $27,5332022Revenue 2023: -$26,092Expenses 2023: $4,785Net Income 2023: -$30,8772023Revenue 2024: $5,342Expenses 2024: $1,920Net Income 2024: $3,4222024Revenue 2025: $4,081Expenses 2025: $38,460Net Income 2025: -$34,3792025

Highlighted filing

2020

Revenue$19,061
Expenses$19,961
Net Income-$900
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2019 to May 31, 2020
Signed
Jul 14, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES KLEINBAUMPresident/Treasurer/Direct-$4,000-$4,000
ALFRED KLEINBAUMVice President/Secretary/D-$4,000-$4,000
BEN KLEINBAUMDirector-$4,000-$4,000
JEFF PENNINGTONDirector-$4,000-$4,000
Filing and Contact Details

Filer

Filer Name
The Kleinbaum Fund Inc
EIN
13-6028781
Phone
2128406444
Address
120 WEST 45TH STREET 7TH FL, NEW YORK, NY 10036

Signing Officer

Name
James Kleinbaum
Title
Pres
Phone
2128406444
Signed
2020-07-14
Discuss with paid preparer
Yes

Preparer

Firm
Lipsky Goodkin & Co Pc
Address
120 WEST 45TH STREET 7TH FL, NEW YORK, NY 10036
Preparer
Rich Vena
Phone
2128406444
Raw XML Appendix344 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JAMES KLEINBAUM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ALFRED KLEINBAUM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2BEN KLEINBAUM
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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0THE FOUNDATION IS SOLELY A GRANT MAKING ORGANIZATION AND INVESTS ITS FUNDS TO PRODUCE INCOME TO MAKE GRANTS AND PAY THE EXPENSES OF ADMINISTERING THE FOUNDATION. THE AMOUNTS SHOWN ABOVE, IF ANY, ARE NOT DERIVED FROM ANY "TRADE OR BUSINESS" CONDUCTED BY THE FOUNDATION BUT MERELY REFLECT AN ANNUAL RETURN ON THE FOUNDATION'S ASSETS.
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0120 WEST 45TH STREET - 7TH FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NEW YORK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd010036
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0LIPSKY GOODKIN & CO PC
IRS990PF/StatementsRegardingActyGrp/PhoneNum02128406444
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0NO FORMAL APPLICATION NECESSARY, ONLY A GENERAL LETTER OF REQUEST
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0GLENN ZIMMERMAN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02128406444
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0120 WEST 45TH STREET
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd010036
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0MUST BE A PUBLIC CHARITY AS DESCRIBED ON IRC SECTION 509 (A) (1) (2) OR (3)
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1600
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL CHARITABLE PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL CHARITABLE PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0RIVERDALE COUNTRY SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1SHARE THE HARVEST FARM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt05250 FIELDSTON ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt155 LONG LANE - PO BOX 181
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BRONX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1EASY HAMPTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010471
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd111937
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0700
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt03211
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt03827
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0616
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt09173
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0616
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt08557
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt08557
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03211
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt08557
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt09173
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
TaxesSchedule/TaxesDetail/Amt050
TaxesSchedule/TaxesDetail/CategoryTxt0NEW YORK STATE DEPT. OF LAW
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt050
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES KLEINBAUM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRES
ReturnHeader/BusinessOfficerGrp/PhoneNum02128406444
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE KLEINBAUM FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0KLEI
ReturnHeader/Filer/EIN0136028781
ReturnHeader/Filer/PhoneNum02128406444
ReturnHeader/Filer/USAddress/AddressLine1Txt0120 WEST 45TH STREET 7TH FL
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010036
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0AC87284BBFFAA585385D4D80F014D72B505ED93C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0AC87284BBFFAA585385D4D80F014D72B505ED93C
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt038.88.254.171
ReturnHeader/FilingSecurityInformation/IPDt02020-07-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm009:36:18
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0132672154
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LIPSKY GOODKIN & CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0120 WEST 45TH STREET 7TH FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010036
ReturnHeader/PreparerPersonGrp/PhoneNum02128406444
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICH VENA
ReturnHeader/ReturnTs02020-07-14T08:32:07-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-06-01
ReturnHeader/TaxPeriodEndDt02020-05-31
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
$91,390
Liabilities
$0
Net assets
$91,390
Revenue
$19,061
Expenses
$19,961
Net income
-$900
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$0.04$0.38$0.34
2024Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.05$0.02$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.26$0.05$0.31
2022Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.47$0.19$0.28
2021Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.32$0.18$0.14
2020Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.19$0.20$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.02$0.22$0.20
2018Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.01$0.20$0.19
2017Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.16$0.34$0.50
2016Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$0.34$0.19$0.16
2015Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.02$0.23$0.21
2014Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.12$0.31$0.19
2013Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$0.27
2012Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$0.44