The Klesse Foundation

990PF • Fiscal year 2015 • EIN 20-2666212

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 15, 2016

Organization Profile

109 Turnberry WaySan Antonio, TX 78230

(210) 492-3749

Siviq Scores

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

0.00x

Higher debt load relative to assets than 18% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Source year 2015

0.00x

Higher debt load relative to revenue than 16% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Source year 2015

79%

Higher net margin than 95% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Source year 2015

Higher top officer pay than 19% of similar nonprofits.

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

2015 filings • $10M-$25M nonprofits • Source year 2015

313%

Faster asset growth than 99% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Annualized from 2014 to 2015

10%

Faster revenue growth than 69% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Annualized from 2014 to 2015

Balance Sheet

Liabilities / Assets18th percentile

Assets

$11,518,986

Up $8,727,628 (+313%) from 2014

Net Assets

$11,516,486

Up $8,727,128 (+313%) from 2014

Liabilities

$2,500

Up $500 (+25%) from 2014

Revenue And Expenses

Liabilities / Revenue16th percentile Net Margin95th percentile

Revenue

$11,100,610

Up $1,029,383 (+10%) from 2014

Expenses

$2,373,482

Up $659,023 (+38%) from 2014

Net Income

$8,727,128

Up $370,360 (+4.4%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth99th percentile

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

Highlighted filing

2015

Assets$11,518,986

Liabilities$2,500

Net Assets$11,516,486

Open 2015 Filing

Operations Trend

Revenue Growth69th percentile

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

Highlighted filing

2015

Revenue$11,100,610

Expenses$2,373,482

Net Income$8,727,128

Open 2015 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2015 to Dec 31, 2015
Signed: Nov 15, 2016
Return Version: 2015v2.1

Compensation and Service Providers

Top Officer Pay19th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
WILLIAM R KLESSE	President/Director	-	$0	-	-
MARGARET A KLESSE	Secretary/Director	-	$0	-	-
LAURA KLESSE	Vice President/Director	-	$0	-	-
JULIE KLESSE LINDERMAN	Vice President/Director	-	$0	-	-
ALLISON KLESSE SMITH	Vice President/Director	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: The Klesse Foundation
EIN: 20-2666212
In Care Of: % MARGARET KLESSE
Phone: 2104923749
Address: 109 Turnberry Way, San Antonio, TX 78230

Signing Officer

Name: Margaret Klesse
Title: officer
Phone: 2104923749
Signed: 2016-11-15
Discuss with paid preparer: Yes

Preparer

Firm: Bkd Llp
Address: 10001 REUNION PLACE SUITE 400, SAN ANTONIO, TX 78216-4137
Preparer: Patricia Quintana-Perron
Phone: 2103419400

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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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	WILLIAM R KLESSE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	MARGARET A KLESSE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	2	LAURA KLESSE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	3	JULIE KLESSE LINDERMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	4	ALLISON KLESSE SMITH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	PRESIDENT/DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	SECRETARY/DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	2	VICE PRESIDENT/DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	3	VICE PRESIDENT/DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	4	VICE PRESIDENT/DIRECTOR
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	3	3536 AMHERST
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	3	DALLAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	4	KNOXVILLE
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	SAN ANTONIO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	78230
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	2104923749
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	WILLIAM R KLESSE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	1	MARGARET A KLESSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	2238828
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	SEE ATTACHMENT A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	SEE ATTACHMENT A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	SEE ATTACHMENT A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	San Antonio
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	78230
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm	0	NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	2238828
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	336972
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	336972
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	1600311
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	423016
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	376038
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	287136
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	267634
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	267634
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	4588357
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	1901856
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	1600311
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	423016
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	376038
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	287136
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr	0	2013
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr	0	2012
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr	0	2011
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	2238828
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	1901856
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	4855991
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	2954135
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	0	1
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	1	2
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm	0	WILLIAM R KLESSE
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm	1	WILLIAM R KLESSE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	0	109 TURNBERRY WAY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	1	109 TURNBERRY WAY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm	0	SAN ANTONIO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm	1	SAN ANTONIO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd	0	TX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd	1	TX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd	0	78230
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd	1	78230
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd	1	X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	0	6081495
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	1	2342
IRS990ScheduleB/GeneralRuleInd	0	X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	0	1
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	0	6081495
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	0	104,511 Shares of Valero Stock
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt	0	2015-05-15
IRS990ScheduleB/Organization501c3ExemptPFInd	0	X
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	Federal Tax Refund
TaxesSchedule/TaxesDetail/Amt	0	130000
TaxesSchedule/TaxesDetail/CategoryTxt	0	FEDERAL TAX ON INVESTMENT INC.
ReturnHeader/BuildTS	0	2017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	MARGARET KLESSE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	officer
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	2104923749
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2016-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	The Klesse Foundation
ReturnHeader/Filer/BusinessNameControlTxt	0	KLES
ReturnHeader/Filer/EIN	0	202666212
ReturnHeader/Filer/InCareOfNm	0	% MARGARET KLESSE
ReturnHeader/Filer/PhoneNum	0	2104923749
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	109 Turnberry Way
ReturnHeader/Filer/USAddress/CityNm	0	San Antonio
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	TX
ReturnHeader/Filer/USAddress/ZIPCd	0	78230
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	BKD LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	10001 REUNION PLACE SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	SAN ANTONIO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	782164137
ReturnHeader/PreparerPersonGrp/PhoneNum	0	2103419400
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2016-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Patricia Quintana-Perron
ReturnHeader/ReturnTs	0	2016-11-14T13:15:54-06:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2015-01-01
ReturnHeader/TaxPeriodEndDt	0	2015-12-31
ReturnHeader/TaxYr	0	2015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $11,518,986
Liabilities: $2,500
Net assets: $11,516,486
Revenue: $11,100,610
Expenses: $2,373,482
Net income: $8,727,128

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$5.73	$0.00	$5.73	$6.18	$7.77	$1.59
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$7.32	$0.00	$7.32	$12.5	$9.67	$2.85
2022Detailed filing. Detailed filing data is available for this year.	$7.65	$0.00	$7.65	$9.56	$8.43	$1.13
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$6.52	$0.00	$6.52	$0.02	$0.59	$0.57
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$7.09	$0.00	$7.09	$5.61	$7.16	$1.55
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$8.64	$0.00	$8.64	$3.64	$5.85	$2.21
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$13.1	$0.00	$13.1	$9.65	$5.37	$4.28
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$8.80	$0.00	$8.80	$6.10	$5.19	$0.91
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$7.89	$0.00	$7.89	$0.14	$3.76	$3.63
2015Detailed filing. Detailed filing data is available for this year.	$11.5	$0.00	$11.5	$11.1	$2.37	$8.73
2014Detailed filing. Detailed filing data is available for this year.	$2.79	$0.00	$2.79	$10.1	$1.71	$8.36
2013Detailed filing. Detailed filing data is available for this year.	$0.16	$0.00	$0.16	$0.36	$0.44	$0.08
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.32	$0.00	$0.32		$0.41
2011Detailed filing. Detailed filing data is available for this year.	$0.73	$0.00	$0.73		$0.33
2010Detailed filing. Detailed filing data is available for this year.	$0.80	$0.00	$0.80		$0.31