Civic Intelligence

Mendy and Heddy Klein Foundation

990PF • Fiscal year 2016 • EIN 20-5921939

Jan 01, 2016 to Dec 31, 2016 • Filed on Apr 24, 2017

Organization Profile
One Newport PlazaFreeport, NY 11520

(516) 771-4444

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.00x

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

2016 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

83rd percentile

0.00x

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

2016 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2016

Net Margin

81st percentile

74%

Higher net margin than 81% of similar nonprofits.

2016 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

83rd percentile

$0

Higher top officer pay than 83% of similar nonprofits.

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

2016 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2016

Asset Growth

78th percentile

12%

Faster asset growth than 78% of similar nonprofits.

2016 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

64th percentile

16%

Faster revenue growth than 64% of similar nonprofits.

2016 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Up

$2,719,751

Up $282,182 (+12%) from 2015

Net Assets

Up

$2,719,751

Up $282,182 (+12%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin81st percentile

Revenue

Up

$381,957

Up $51,695 (+16%) from 2015

Expenses

Down

$97,725

Down $17,294 (-15%) from 2015

Net Income

Up

$284,232

Up $68,989 (+32%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $1,028,645Liabilities 2010: $0Net Assets 2010: $1,028,6452010Assets 2011: $1,329,643Liabilities 2011: $0Net Assets 2011: $1,329,6432011Assets 2012: $1,632,256Liabilities 2012: $1762012Assets 2013: $1,995,669Liabilities 2013: $636Net Assets 2013: $1,995,0332013Assets 2014: $2,223,682Liabilities 2014: $506Net Assets 2014: $2,223,1762014Assets 2015: $2,437,569Liabilities 2015: $0Net Assets 2015: $2,437,5692015Assets 2016: $2,719,751Liabilities 2016: $0Net Assets 2016: $2,719,7512016Assets 2017: $3,158,815Liabilities 2017: $566Net Assets 2017: $3,158,2492017Assets 2018: $3,390,149Liabilities 2018: $0Net Assets 2018: $3,390,1492018Assets 2019: $3,423,923Liabilities 2019: $0Net Assets 2019: $3,423,9232019Assets 2020: $3,490,762Liabilities 2020: $0Net Assets 2020: $3,490,7622020Assets 2021: $3,343,448Liabilities 2021: $0Net Assets 2021: $3,343,4482021Assets 2022: $3,457,060Liabilities 2022: $0Net Assets 2022: $3,457,0602022Assets 2023: $3,511,823Liabilities 2023: $9,088Net Assets 2023: $3,502,7352023Assets 2024: $3,659,513Liabilities 2024: $0Net Assets 2024: $3,659,5132024

Highlighted filing

2016

Assets$2,719,751
Liabilities$0
Net Assets$2,719,751
Open 2016 Filing

Operations Trend

Revenue Growth64th percentile

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

$600K$400K$200K$0-$200KExpenses 2010: $1,9072010Expenses 2011: $1,0252011Revenue 2012: $317,919Expenses 2012: $15,295Net Income 2012: $302,6242012Revenue 2013: $365,614Expenses 2013: $2,025Net Income 2013: $363,5892013Revenue 2014: $361,361Expenses 2014: $132,032Net Income 2014: $229,3292014Revenue 2015: $330,262Expenses 2015: $115,019Net Income 2015: $215,2432015Revenue 2016: $381,957Expenses 2016: $97,725Net Income 2016: $284,2322016Revenue 2017: $507,679Expenses 2017: $66,653Net Income 2017: $441,0262017Revenue 2018: $279,190Expenses 2018: $48,950Net Income 2018: $230,2402018Revenue 2019: $325,244Expenses 2019: $111,650Net Income 2019: $213,5942019Revenue 2020: $148,934Expenses 2020: $82,800Net Income 2020: $66,1342020Revenue 2021: $35,186Expenses 2021: $182,500Net Income 2021: -$147,3142021Revenue 2022: $196,261Expenses 2022: $82,649Net Income 2022: $113,6122022Revenue 2023: $232,643Expenses 2023: $99,750Net Income 2023: $132,8932023Revenue 2024: $249,526Expenses 2024: $80,450Net Income 2024: $169,0762024

Highlighted filing

2016

Revenue$381,957
Expenses$97,725
Net Income$284,232
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Apr 24, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CARL M KLEINDirectorPT$0--
HEDDY KLEINDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Mendy and Heddy Klein Foundation
EIN
20-5921939
Phone
5167714444
Address
ONE NEWPORT PLAZA, FREEPORT, NY 11520

Signing Officer

Name
Carl M Klein
Title
Director
Phone
5167714444
Signed
2017-04-24
Discuss with paid preparer
Yes

Preparer

Firm
Benjamin Mintz CPA Pllc
Address
100 Merrick Road Suite 500E, Rockville Centre, NY 11570
Preparer
Benjamin Mintz
Phone
5167640926
Raw XML Appendix306 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/StateAbbreviationCd4NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd011561
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd111367
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd210001
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd310004
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd411559
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd548340
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt096300
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/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0115019
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt045000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt02025
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt015000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01025
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01025
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0178469
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01425
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0115019
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt045000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02025
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt015000
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01425
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01425
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0179494
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0178069
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0NEWPORT SALES
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01 NEWPORT PLAZA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0FREEPORT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd011520
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0250000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt02050
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0TAXES PAID
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0-11826
OtherIncomeSchedule2/OtherIncomeDetail/Desc0SURAN GLOBAL MACRO FUND LP
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0-11826
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-11826
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt0275
TaxesSchedule/TaxesDetail/Amt0275
TaxesSchedule/TaxesDetail/CategoryTxt0NYS FILING FEE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0275
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0275
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CARL M KLEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05167714444
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-04-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MENDY AND HEDDY KLEIN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MEND
ReturnHeader/Filer/EIN0205921939
ReturnHeader/Filer/PhoneNum05167714444
ReturnHeader/Filer/USAddress/AddressLine1Txt0ONE NEWPORT PLAZA
ReturnHeader/Filer/USAddress/CityNm0FREEPORT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011520
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0F7412BCDA6E4DF0D0A80ACBEDD5D4941FFDF8DA7
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F7412BCDA6E4DF0D0A80ACBEDD5D4941FFDF8DA7
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0100.12.215.142
ReturnHeader/FilingSecurityInformation/IPDt02017-05-02
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm007:52:18
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BENJAMIN MINTZ CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 Merrick Road Suite 500E
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Rockville Centre
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011570
ReturnHeader/PreparerPersonGrp/PhoneNum05167640926
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BENJAMIN MINTZ
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-05-02T07:52:28-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,719,751
Liabilities
$0
Net assets
$2,719,751
Revenue
$381,957
Expenses
$97,725
Net income
$284,232
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.66$0.00$3.66$0.25$0.08$0.17
2023Detailed filing. Detailed filing data is available for this year.$3.51$0.01$3.50$0.23$0.10$0.13
2022Detailed filing. Detailed filing data is available for this year.$3.46$0.00$3.46$0.20$0.08$0.11
2021Detailed filing. Detailed filing data is available for this year.$3.34$0.00$3.34$0.04$0.18$0.15
2020Detailed filing. Detailed filing data is available for this year.$3.49$0.00$3.49$0.15$0.08$0.07
2019Detailed filing. Detailed filing data is available for this year.$3.42$0.00$3.42$0.33$0.11$0.21
2018Detailed filing. Detailed filing data is available for this year.$3.39$0.00$3.39$0.28$0.05$0.23
2017Detailed filing. Detailed filing data is available for this year.$3.16$0.00$3.16$0.51$0.07$0.44
2016Detailed filing. Detailed filing data is available for this year.$2.72$0.00$2.72$0.38$0.10$0.28
2015Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$0.33$0.12$0.22
2014Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$0.36$0.13$0.23
2013Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.37$0.00$0.36
2012Summary only. Only limited summary data is available for this year.$1.63$0.00$0.32$0.02$0.30
2011Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.00
2010Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.00