Civic Intelligence

The Pkl Foundation Inc

990PF • Fiscal year 2019 • EIN 13-6178307

Dec 01, 2018 to Nov 30, 2019 • Filed on Oct 15, 2020

Organization Profile
895 PARK AVENUE Suite APT 11CNew York, NY 10021

(212) 440-0800

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

94th percentile

70%

Higher net margin than 94% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$187,236

Down $66,400 (-26%) from 2015

Net Assets

$187,236

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin94th percentile

Revenue

Up

$196,654

Up $146,151 (+289%) from 2015

Expenses

Down

$58,469

Down $43,304 (-43%) from 2015

Net Income

Up

$138,185

Up $189,455 (+370%) from 2015

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$600K$400K$200K$0Assets 2011: $536,440Liabilities 2011: $02011Assets 2012: $490,036Liabilities 2012: $02012Assets 2013: $435,665Liabilities 2013: $02013Assets 2014: $304,906Liabilities 2014: $02014Assets 2015: $253,636Liabilities 2015: $02015Assets 2019: $187,236Liabilities 2019: $0Net Assets 2019: $187,2362019Assets 2020: $166,286Liabilities 2020: $0Net Assets 2020: $166,3232020Assets 2021: $173,490Liabilities 2021: $0Net Assets 2021: $173,4902021Assets 2022: $155,856Liabilities 2022: $0Net Assets 2022: $155,8562022Assets 2023: $76,520Liabilities 2023: $12023Assets 2024: $60,606Liabilities 2024: $0Net Assets 2024: $60,6062024

Highlighted filing

2019

Assets$187,236
Liabilities$0
Net Assets$187,236
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$100K$0-$100K-$200KRevenue 2011: $47,222Expenses 2011: $155,954Net Income 2011: -$108,7322011Revenue 2012: $71,446Expenses 2012: $117,851Net Income 2012: -$46,4052012Revenue 2013: $96,308Expenses 2013: $89,443Net Income 2013: $6,8652013Revenue 2014: $28,387Expenses 2014: $159,146Net Income 2014: -$130,7592014Revenue 2015: $50,503Expenses 2015: $101,773Net Income 2015: -$51,2702015Revenue 2019: $196,654Expenses 2019: $58,469Net Income 2019: $138,1852019Revenue 2020: $81,269Expenses 2020: $49,667Net Income 2020: $31,6022020Revenue 2021: $51,797Expenses 2021: $44,209Net Income 2021: $7,5882021Revenue 2022: $40,576Expenses 2022: $58,521Net Income 2022: -$17,9452022Revenue 2023: $31,750Expenses 2023: $110,756Net Income 2023: -$79,0062023Revenue 2024: $92,514Expenses 2024: $108,362Net Income 2024: -$15,8482024

Highlighted filing

2019

Revenue$196,654
Expenses$58,469
Net Income$138,185
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2018 to Nov 30, 2019
Signed
Oct 15, 2020
Return Version
2018v3.3
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEANETTE W LOEBChairman/Director/Part-Time-$0--
GILBERT F BACHTreasurer/Director/Part-Time-$0--
ALEXANDER W LOEBSecretary-$0--
Filing and Contact Details

Filer

Filer Name
The Pkl Foundation Inc
EIN
13-6178307
In Care Of
% EY US LLP
Phone
2124400800
Address
895 PARK AVENUE Suite APT 11C, NEW YORK, NY 10021

Signing Officer

Name
Jeanette Loeb
Title
Trustee
Phone
2124400800
Signed
2020-10-15
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
77 WATER STREET 9TH FL, NEW YORK, NY 10005
Preparer
John D Cook
Phone
2124400800
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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/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description2Txt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0JEANETTE LOEB
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1895 PARK AVENUE APT 11C NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt042240
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE SCHEDULE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SEE SCHEDULE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0SEE SCHEDULE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SEE SCHEDULE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd000000
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt042240
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/AppliedToCurrentYearAmt013536
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt013536
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt054414
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt048579
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt054364
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt081039
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0127757
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0127757
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0274460
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt036064
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt054414
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt048579
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt054364
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt081039
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt049600
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt036064
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0402217
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0366153
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0JEANETTE LOEB
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0895 PARK AVE APT 11C
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0NEW YORK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd010021
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0100146
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0100146
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0HOME DEPOT, INC. 600 SHS
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02018-12-27
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt083426
OtherDecreasesSchedule/OtherDecreasesDetail/Amt10
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0EXCESS OF FMV OVER DONOT'S COST BASIS OF
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1SECURITIES GIFTED TO THE FOUNDATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0CHARITABLE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1NYS FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2PUBLICATION NOTICE FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt04000
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt150
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2320
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt390
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt08235
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2320
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt390
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01734
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01734
TaxesSchedule/TaxesDetail/CategoryTxt0FED'L EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1-EXT PMT FYE 11/20/2017
ReturnHeader/BuildTS02021-09-10 13:11:23Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JEANETTE LOEB
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum02124400800
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE PKL FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0PKLF
ReturnHeader/Filer/EIN0136178307
ReturnHeader/Filer/InCareOfNm0% EY US LLP
ReturnHeader/Filer/PhoneNum02124400800
ReturnHeader/Filer/USAddress/AddressLine1Txt0895 PARK AVENUE Suite APT 11C
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010021
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0AD5A3F5B8964E82A2EB457F58D8FC8DC54E34B79
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId09FC51243CC08398D202F765C5702ABE698538D80
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId026363620202895000170
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-10-15
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt073.224.107.137
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt077 WATER STREET 9TH FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010005
ReturnHeader/PreparerPersonGrp/PhoneNum02124400800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John D Cook
ReturnHeader/ReturnTs02020-10-15T09:54:41-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-12-01
ReturnHeader/TaxPeriodEndDt02019-11-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$187,236
Liabilities
$0
Net assets
$187,236
Revenue
$196,654
Expenses
$58,469
Net income
$138,185
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$0.93$1.08$0.16
2023Summary only. Only limited summary data is available for this year.$0.77$0.00$0.32$1.11$0.79
2022Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.41$0.59$0.18
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.73$0.00$1.73$0.52$0.44$0.08
2020Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.81$0.50$0.32
2019Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$1.97$0.58$1.38
2015Summary only. Only limited summary data is available for this year.$2.54$0.00$0.51$1.02$0.51
2014Summary only. Only limited summary data is available for this year.$3.05$0.00$0.28$1.59$1.31
2013Summary only. Only limited summary data is available for this year.$4.36$0.00$0.96$0.89$0.07
2012Summary only. Only limited summary data is available for this year.$4.90$0.00$0.71$1.18$0.46
2011Summary only. Only limited summary data is available for this year.$5.36$0.00$0.47$1.56$1.09