Civic Intelligence

H & E Klagsbald Trust

990PF • Fiscal year 2012 • EIN 20-3780675

Jan 01, 2012 to Dec 31, 2012 • Filed on Aug 15, 2013

Organization Profile
c/o Klagsbald 170 Wilson Street11211-7707
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2012 filings • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

36th percentile

-4.6%

Faster asset growth than 36% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$11,049

Down $530 (-4.6%) from 2011

Net Assets

$11,049

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$651

Down $5,535 (-89%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$20K$15K$10K$5.0K$0Assets 2011: $11,579Liabilities 2011: $02011Assets 2012: $11,049Liabilities 2012: $0Net Assets 2012: $11,0492012Assets 2013: $11,067Liabilities 2013: $0Net Assets 2013: $11,0672013Assets 2014: $17,428Liabilities 2014: $0Net Assets 2014: $17,4282014Assets 2015: $0Liabilities 2015: $0Net Assets 2015: $02015Assets 2016: $0Liabilities 2016: $0Net Assets 2016: $02016

Highlighted filing

2012

Assets$11,049
Liabilities$0
Net Assets$11,049
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60K$40K$20K$0-$20KRevenue 2011: $29Expenses 2011: $6,186Net Income 2011: -$6,1572011Expenses 2012: $6512012Revenue 2013: $18Expenses 2013: $0Net Income 2013: $182013Revenue 2014: $10,021Expenses 2014: $3,660Net Income 2014: $6,3612014Revenue 2015: $27,756Expenses 2015: $45,184Net Income 2015: -$17,4282015Revenue 2016: $0Expenses 2016: $0Net Income 2016: $02016

Highlighted filing

2012

Revenue-
Expenses$651
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Aug 15, 2013
Return Version
2012v2.2
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Harold KlagsbaldPres-$0--
Esther KlagsbaldSecy-$0--
Filing and Contact Details

Filer

EIN
20-3780675
Raw XML Appendix215 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.

Path#Value
AccountingFeesSchedule/AccountingFees/Amount0650
AccountingFeesSchedule/AccountingFees/Category0Maryles Co.
GeneralExplanationAttachment/GeneralExplanation/Explanation0Election for Treatment of Unused Prior Year Corpus Distributions Pursuant to IRC Section 4942g)3) and Reg. 53.4942a)3c)2)iv) the Foundation elects to treat unused prior tax years distributions that were treated as corpus distributions as distributions from corpus in the current tax year.
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount021
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount021
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA021
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss0650
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriReceivedRevAndExpnss0100
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-530
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm021
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss021
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome020
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm01
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss01
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm01
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss0651
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome021
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses0121
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm01
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss0651
IRS990PF/BalanceSheets/CashBOY0916
IRS990PF/BalanceSheets/CashEOY0364
IRS990PF/BalanceSheets/CashEOYFMV0364
IRS990PF/BalanceSheets/OrgThatFollowSFAS1170X
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY010663
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY010685
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV010685
IRS990PF/BalanceSheets/TotalAssetsBOY011579
IRS990PF/BalanceSheets/TotalAssetsEOY011049
IRS990PF/BalanceSheets/TotalAssetsEOYFMV011049
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY011579
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY011049
IRS990PF/BalanceSheets/TotalNetAssetsBOY011579
IRS990PF/BalanceSheets/TotalNetAssetsEOY011049
IRS990PF/BalanceSheets/UnrestrictedBOY011579
IRS990PF/BalanceSheets/UnrestrictedEOY011049
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-530
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal011049
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY011579
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY011049
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted0517
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj0517
IRS990PF/DistributableAmount/DistributableAmountBeforeDed0517
IRS990PF/DistributableAmount/MinimumInvestmentReturn0517
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear010
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment010
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxPaidOriginalReturn010
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxPaidWithExtension010
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments010
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY011049
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets010500
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances00
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities010500
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable0158
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn0517
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets010342
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets010500
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition0001.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition1001.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0Harold Klagsbald
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1Esther Klagsbald
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0Pres
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1Secy
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10170 Wilson St
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11170 Wilson St
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0Brooklyn
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1Brooklyn
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0NY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1NY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode011211
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode111211
IRS990PF/PrivateOperatingFoundations/LessorAdjNetIncmMinInvstReturn/CurrentYear00
IRS990PF/PrivateOperatingFoundations/LessorAdjNetIncmMinInvstReturn/Total00
IRS990PF/PrivateOperatingFoundations/QlfyDistriMadeDirectly/Total054039
IRS990PF/PrivateOperatingFoundations/QlfyDistriMadeDirectly/Year106086
IRS990PF/PrivateOperatingFoundations/QlfyDistriMadeDirectly/Year208973
IRS990PF/PrivateOperatingFoundations/QlfyDistriMadeDirectly/Year3038980
IRS990PF/PrivateOperatingFoundations/QualifyingDistributions/Total054039
IRS990PF/PrivateOperatingFoundations/QualifyingDistributions/Year106086
IRS990PF/PrivateOperatingFoundations/QualifyingDistributions/Year208973
IRS990PF/PrivateOperatingFoundations/QualifyingDistributions/Year3038980
IRS990PF/PrivateOperatingFoundations/TwoThirdsMinInvstReturn/CurrentYear0345
IRS990PF/PrivateOperatingFoundations/TwoThirdsMinInvstReturn/Total02070
IRS990PF/PrivateOperatingFoundations/TwoThirdsMinInvstReturn/Year10493
IRS990PF/PrivateOperatingFoundations/TwoThirdsMinInvstReturn/Year20739
IRS990PF/PrivateOperatingFoundations/TwoThirdsMinInvstReturn/Year30493
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio0001.151678
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear10000.411912
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear20000.404882
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear30002.638240
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear1014775
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear2022162
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear3014775
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear106086
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear208973
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3038980
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio0003.455034
IRS990PF/QualifyingDistributions/ExpensesAndContributions00
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0H E Klagsbald Trust
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber07185221902
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10170 Wilson St
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0Brooklyn
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0NY
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode011211
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0false
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0true
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0NY
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SummaryOfDirectCharitableActy/Description10Making Contributions to Public charities that are either organizations that support indigent individuals and families, have Congregational Religious Services, or Educational Institutions
IRS990PF/SummaryOfDirectCharitableActy/Expenses10651
IRS990PF/SupplementaryInformation/ContributingManager0Harold Klagsbald
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/ShareholderManager0None
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0517
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear105348
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear207866
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3038241
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4023602
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5044230
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus0517
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY0517
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5043713
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear075057
IRS990PF/UndistributedIncome/ExcessFromYear105348
IRS990PF/UndistributedIncome/ExcessFromYear207866
IRS990PF/UndistributedIncome/ExcessFromYear3038241
IRS990PF/UndistributedIncome/ExcessFromYear4023602
IRS990PF/UndistributedIncome/TotalCorpus0118770
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0119287
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990ScheduleB/Organization501c3ExemptPF0X
TaxesSchedule/Taxes/Amount01
TaxesSchedule/Taxes/Category0Tax on Investment Income
TaxesSchedule/Taxes/NetInvestmentIncome01
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0203780675
ReturnHeader/Filer/Name/BusinessNameLine10H & E Klagsbald Trust
ReturnHeader/Filer/NameControl0H&EK
ReturnHeader/Filer/Phone07185221902
ReturnHeader/Filer/USAddress/AddressLine10c/o Klagsbald 170 Wilson Street
ReturnHeader/Filer/USAddress/City0Brooklyn
ReturnHeader/Filer/USAddress/State0NY
ReturnHeader/Filer/USAddress/ZIPCode0112117707
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-08-15
ReturnHeader/Officer/Name0Harold Klagsbald
ReturnHeader/Officer/Phone07185221902
ReturnHeader/Officer/Title0Pres
ReturnHeader/Preparer/DatePrepared02013-08-15
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Maryles and Co
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine101175 Buckwald Ct
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Lakewood
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0NJ
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode008701
ReturnHeader/Preparer/Name0David Maryles
ReturnHeader/Preparer/Phone07327301932
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-08-15T01:11:40-00:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,049
Liabilities
$0
Net assets
$11,049
Revenue
-
Expenses
$651
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$27.8$45.2$17.4
2014Detailed filing. Detailed filing data is available for this year.$17.4$0.00$17.4$10.0$3.66$6.36
2013Detailed filing. Detailed filing data is available for this year.$11.1$0.00$11.1$0.02$0.00$0.02
2012Detailed filing. Detailed filing data is available for this year.$11.0$0.00$11.0$0.65
2011Summary only. Only limited summary data is available for this year.$11.6$0.00$0.03$6.19$6.16