Civic Intelligence

Klingenstein Foundation

990PF • Fiscal year 2021 • EIN 13-6077894

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 15, 2022

Organization Profile

Refreshing map…

55 Wellesley DriveNew Canaan, CT 06840

(212) 697-1000

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.

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

86th percentile

56%

Higher net margin than 86% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

7th percentile

-10%

Faster asset growth than 7% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

10th percentile

-33%

Faster revenue growth than 10% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$1,705,143

Down $196,894 (-10%) from 2020

Net Assets

Down

$1,705,143

Down $196,894 (-10%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin86th percentile

Revenue

Down

$62,347

Down $30,508 (-33%) from 2020

Expenses

Down

$27,125

Down $129,121 (-83%) from 2020

Net Income

Up

$35,222

Up $98,613 (+156%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth7th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,514,959Liabilities 2011: $0Net Assets 2011: $3,514,9592011Assets 2012: $3,220,871Liabilities 2012: $0Net Assets 2012: $3,220,8712012Assets 2013: $3,196,799Liabilities 2013: $0Net Assets 2013: $3,196,7992013Assets 2014: $3,755,584Liabilities 2014: $02014Assets 2015: $3,511,313Liabilities 2015: $0Net Assets 2015: $3,511,3132015Assets 2016: $2,280,037Liabilities 2016: $0Net Assets 2016: $2,280,0372016Assets 2018: $2,030,053Liabilities 2018: $0Net Assets 2018: $2,030,0532018Assets 2019: $1,965,428Liabilities 2019: $0Net Assets 2019: $1,965,4282019Assets 2020: $1,902,037Liabilities 2020: $0Net Assets 2020: $1,902,0372020Assets 2021: $1,705,143Liabilities 2021: $0Net Assets 2021: $1,705,1432021Assets 2022: $1,219,558Liabilities 2022: $0Net Assets 2022: $1,219,5582022Assets 2024: $877,087Liabilities 2024: $0Net Assets 2024: $877,0872024

Highlighted filing

2021

Assets$1,705,143
Liabilities$0
Net Assets$1,705,143
Open 2021 Filing

Operations Trend

Revenue Growth10th percentile

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

$2.0M$1.0M$0-$1.0M-$2.0MExpenses 2011: $252,4092011Expenses 2012: $269,0612012Revenue 2013: $484,942Expenses 2013: $384,649Net Income 2013: $100,2932013Revenue 2014: $1,496,022Expenses 2014: $371,741Net Income 2014: $1,124,2812014Revenue 2015: $29,202Expenses 2015: $273,473Net Income 2015: -$244,2712015Revenue 2016: $16,303Expenses 2016: $1,247,579Net Income 2016: -$1,231,2762016Revenue 2018: $123,918Expenses 2018: $206,800Net Income 2018: -$82,8822018Revenue 2019: $89,794Expenses 2019: $154,419Net Income 2019: -$64,6252019Revenue 2020: $92,855Expenses 2020: $156,246Net Income 2020: -$63,3912020Revenue 2021: $62,347Expenses 2021: $27,125Net Income 2021: $35,2222021Revenue 2022: -$174,991Expenses 2022: $51,587Net Income 2022: -$226,5782022Revenue 2024: $73,362Expenses 2024: $79,597Net Income 2024: -$6,2352024

Highlighted filing

2021

Revenue$62,347
Expenses$27,125
Net Income$35,222
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 15, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOANNE K ZIESINGPresident/Director-$0--
PETER ZIESINGTreasurer/Director-$0--
Filing and Contact Details

Filer

Filer Name
Klingenstein Foundation
EIN
13-6077894
Phone
2126971000
Address
55 WELLESLEY DRIVE, NEW CANAAN, CT 06840

Signing Officer

Name
Joanne K Ziesing
Title
President
Phone
2126971000
Signed
2022-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Citrin Cooperman Advisors LLC
Address
50 ROCKEFELLER PLAZA, NEW YORK, NY 10020
Preparer
Bruce Lev
Phone
2126971000
Raw XML Appendix333 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd032862
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt018750
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/AppliedToCurrentYearAmt018750
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt084150
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt065400
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt057404
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt025582
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt088822
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0103665
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01246037
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt065400
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01180637
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0275473
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt057404
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt025582
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt088822
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0103665
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt018750
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01456110
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01521510
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0232116
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ADJUSTMENT
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt054
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt14152
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt2-48796
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt3274
OtherIncomeSchedule2/OtherIncomeDetail/Desc0THRU COLUMBINE - ROYALTY INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc1THRU COLUMBINE - OTHER P/F INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc2THRU COLUMBINE LLC
OtherIncomeSchedule2/OtherIncomeDetail/Desc3THRU COLUMBINE LLC
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt054
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt14152
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt2-48796
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt054
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt14152
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt2-48796
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt3274
TaxesSchedule/TaxesDetail/Amt0710
TaxesSchedule/TaxesDetail/Amt1250
TaxesSchedule/TaxesDetail/Amt2913
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID THRU COLUMBINE LLC
TaxesSchedule/TaxesDetail/CategoryTxt1NYS UBI TAX
TaxesSchedule/TaxesDetail/CategoryTxt2NYS FILING FEES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0710
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOANNE K ZIESING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02126971000
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KLINGENSTEIN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0KLIN
ReturnHeader/Filer/EIN0136077894
ReturnHeader/Filer/PhoneNum02126971000
ReturnHeader/Filer/USAddress/AddressLine1Txt055 WELLESLEY DRIVE
ReturnHeader/Filer/USAddress/CityNm0NEW CANAAN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006840
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0872525370
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CITRIN COOPERMAN ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt050 ROCKEFELLER PLAZA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010020
ReturnHeader/PreparerPersonGrp/PhoneNum02126971000
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRUCE LEV
ReturnHeader/ReturnTs02022-11-15T11:58:45-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOANNE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ZIESING
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,705,143
Liabilities
$0
Net assets
$1,705,143
Revenue
$62,347
Expenses
$27,125
Net income
$35,222
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.07$0.08$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.17$0.05$0.23
2021Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.06$0.03$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.09$0.16$0.06
2019Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.09$0.15$0.06
2018Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$0.12$0.21$0.08
2016Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$0.02$1.25$1.23
2015Detailed filing. Detailed filing data is available for this year.$3.51$0.00$3.51$0.03$0.27$0.24
2014Summary only. Only limited summary data is available for this year.$3.76$0.00$1.50$0.37$1.12
2013Detailed filing. Detailed filing data is available for this year.$3.20$0.00$3.20$0.48$0.38$0.10
2012Detailed filing. Detailed filing data is available for this year.$3.22$0.00$3.22$0.27
2011Detailed filing. Detailed filing data is available for this year.$3.51$0.00$3.51$0.25
Peer Organizations

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