Civic Intelligence

Charles & Jane Klein Family Fund

EIN 20-4828991 • Mount Kisco, NY

118 North Bedford RoadMount Kisco, NY 10536
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

85th percentile

0.00x

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

NTEE T22 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

85th percentile

0.00x

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

NTEE T22 • $1M-$5M nonprofits • Source year 2024

Net Margin

90th percentile

89%

Higher net margin than 90% of similar nonprofits.

NTEE T22 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

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

NTEE T22 • $1M-$5M nonprofits • Source year 2024

Asset Growth

75th percentile

9.9%

Faster asset growth than 75% of similar nonprofits.

NTEE T22 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

69th percentile

104%

Faster revenue growth than 69% of similar nonprofits.

NTEE T22 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets85th percentile

Assets

Up

$3,774,923

Up $340,650 (+9.9%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

$3,774,923

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue85th percentileNet Margin90th percentile

Revenue

Up

$377,863

Up $193,028 (+104%) from 2023

Expenses

Up

$41,871

Up $5,342 (+15%) from 2023

Net Income

Up

$335,992

Up $187,686 (+127%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth75th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $1,668,674Liabilities 2011: $0Net Assets 2011: $1,668,6742011Assets 2012: $3,066,961Liabilities 2012: $02012Assets 2013: $2,369,474Liabilities 2013: $02013Assets 2014: $2,226,616Liabilities 2014: $0Net Assets 2014: $2,226,6162014Assets 2015: $2,092,612Liabilities 2015: $0Net Assets 2015: $2,092,6122015Assets 2016: $2,018,351Liabilities 2016: $0Net Assets 2016: $2,018,3512016Assets 2017: $2,003,532Liabilities 2017: $0Net Assets 2017: $2,003,5322017Assets 2018: $2,679,144Liabilities 2018: $27,491Net Assets 2018: $2,651,6532018Assets 2019: $2,771,899Liabilities 2019: $1,6882019Assets 2020: $2,620,412Liabilities 2020: $1,410Net Assets 2020: $2,619,0022020Assets 2021: $3,248,513Liabilities 2021: $12021Assets 2022: $3,289,129Liabilities 2022: $0Net Assets 2022: $3,289,1292022Assets 2023: $3,434,273Liabilities 2023: $12023Assets 2024: $3,774,923Liabilities 2024: $0Net Assets 2024: $3,774,9232024

Highlighted filing

2024

Assets$3,774,923
Liabilities$0
Net Assets$3,774,923
Open 2024 Filing

Operations Trend

Revenue Growth69th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $260,8112011Revenue 2012: $2,012,485Expenses 2012: $593,201Net Income 2012: $1,419,2842012Revenue 2013: $110,742Expenses 2013: $457,102Net Income 2013: -$346,3602013Revenue 2014: $36,769Expenses 2014: $472,944Net Income 2014: -$436,1752014Revenue 2015: $143,126Expenses 2015: $277,041Net Income 2015: -$133,9152015Revenue 2016: $714,139Expenses 2016: $398,095Net Income 2016: $316,0442016Revenue 2017: $1,185,124Expenses 2017: $415,251Net Income 2017: $769,8732017Revenue 2018: $1,767,185Expenses 2018: $457,998Net Income 2018: $1,309,1872018Revenue 2019: $745,682Expenses 2019: $627,124Net Income 2019: $118,5582019Revenue 2020: $9,079Expenses 2020: $461,334Net Income 2020: -$452,2552020Revenue 2021: $752,548Expenses 2021: $108,778Net Income 2021: $643,7702021Revenue 2022: $146,049Expenses 2022: $34,479Net Income 2022: $111,5702022Revenue 2023: $184,835Expenses 2023: $36,529Net Income 2023: $148,3062023Revenue 2024: $377,863Expenses 2024: $41,871Net Income 2024: $335,9922024

Highlighted filing

2024

Revenue$377,863
Expenses$41,871
Net Income$335,992
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,774,923
Liabilities
$0
Net assets
$3,774,923
Revenue
$377,863
Expenses
$41,871
Net income
$335,992
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.77$0.00$3.77$0.38$0.04$0.34
2023Summary only. Only limited summary data is available for this year.$3.43$0.00$0.18$0.04$0.15
2022Detailed filing. Detailed filing data is available for this year.$3.29$0.00$3.29$0.15$0.03$0.11
2021Summary only. Only limited summary data is available for this year.$3.25$0.00$0.75$0.11$0.64
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.62$0.00$2.62$0.01$0.46$0.45
2019Summary only. Only limited summary data is available for this year.$2.77$0.00$0.75$0.63$0.12
2018Detailed filing. Detailed filing data is available for this year.$2.68$0.03$2.65$1.77$0.46$1.31
2017Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$1.19$0.42$0.77
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.02$0.00$2.02$0.71$0.40$0.32
2015Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$0.14$0.28$0.13
2014Detailed filing. Detailed filing data is available for this year.$2.23$0.00$2.23$0.04$0.47$0.44
2013Summary only. Only limited summary data is available for this year.$2.37$0.00$0.11$0.46$0.35
2012Summary only. Only limited summary data is available for this year.$3.07$0.00$2.01$0.59$1.42
2011Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$0.26
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 11, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JANE PARSONS KLEINPresident-$0--
ANDREW KLEINDirector-$0--
ELIZABETH KLEINDirector-$0--
Filing and Contact Details

Filer

Filer Name
Charles & Jane Klein Family Fund
EIN
20-4828991
Phone
9146662757
Address
118 NORTH BEDFORD ROAD, MOUNT KISCO, NY 10536

Signing Officer

Name
Jane Parsons Klein
Title
President
Phone
9177164695
Signed
2025-08-11
Discuss with paid preparer
Yes

Preparer

Firm
Bender & Associates Cpas
Address
118 N BEDFORD RD, MOUNT KISCO, NY 10549
Preparer
Steven E Bender CPA
Phone
9146662757
Raw XML Appendix303 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/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JANE PARSONS KLEIN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0118 NORTH BEDFORD ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MOUNT KISCO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd010549
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum09146662757
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL OPERATING PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0LINCOLN CENTER THEATER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0150 WEST 65TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010023
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt02100
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/AppliedToCurrentYearAmt02100
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0313432
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0229726
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0175537
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt054189
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0229726
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02100
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0229726
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt081606
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ADR FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2DORCHESTER CAPITAL SECONDARIE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4AMERICAN SECURITIES PARTNERS
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt036
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1385
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt237898
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt3375
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt036
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1385
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt237898
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3375
OtherIncomeSchedule2/OtherIncomeDetail/Desc0DORCHESTER CAPITAL SEC IV INV
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0115
OtherIncreasesSchedule/OtherIncreasesDetail/Amt04658
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0NON DEDUCTIBLE PARTNER
TaxesSchedule/TaxesDetail/Amt0827
TaxesSchedule/TaxesDetail/Amt1250
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1CHAR 500
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0827
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1250
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JANE PARSONS KLEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09177164695
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHARLES & JANE KLEIN FAMILY FUND
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0204828991
ReturnHeader/Filer/PhoneNum09146662757
ReturnHeader/Filer/USAddress/AddressLine1Txt0118 NORTH BEDFORD ROAD
ReturnHeader/Filer/USAddress/CityNm0MOUNT KISCO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010536
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0020571536
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BENDER & ASSOCIATES CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0118 N BEDFORD RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MOUNT KISCO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010549
ReturnHeader/PreparerPersonGrp/PhoneNum09146662757
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN E BENDER CPA
ReturnHeader/ReturnTs02025-08-12T10:34:12-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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