Civic Intelligence

Josephine Kleiner Foundation

EIN 20-6370506 • Utica, MI

45952 SchoenherrUtica, MI 48315
Siviq Scores

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

Liabilities / Assets

62nd percentile

0.00x

Higher debt load relative to assets than 62% of similar nonprofits.

<$500k nonprofits • Source year 2023

Liabilities / Revenue

63rd percentile

0.00x

Higher debt load relative to revenue than 63% of similar nonprofits.

<$500k nonprofits • Source year 2023

Net Margin

91st percentile

56%

Higher net margin than 91% of similar nonprofits.

<$500k nonprofits • Source year 2023

Top Officer Pay

86th percentile

$2,500

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 48.5% of source-year revenue.

<$500k nonprofits • Source year 2022

Asset Growth

80th percentile

20%

Faster asset growth than 80% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

98th percentile

855%

Faster revenue growth than 98% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Down

$123,383

Down $9,631 (-7.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$123,383

Down $9,631 (-7.2%) from 2023

Operations
Liabilities / Revenue63rd percentileNet Margin91st percentile

Revenue

Down

$8,689

Down $40,517 (-82%) from 2023

Expenses

Up

$24,917

Up $3,089 (+14%) from 2023

Net Income

Down

-$16,228

Down $43,606 (-159%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth80th percentile

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

$300K$200K$100K$0Assets 2011: $183,862Liabilities 2011: $02011Assets 2012: $203,245Liabilities 2012: $02012Assets 2013: $183,916Liabilities 2013: $3,6232013Assets 2014: $185,899Liabilities 2014: $0Net Assets 2014: $185,8992014Assets 2015: $191,450Liabilities 2015: $0Net Assets 2015: $191,4502015Assets 2016: $174,861Liabilities 2016: $4,441Net Assets 2016: $170,4202016Assets 2017: $170,073Liabilities 2017: $1,837Net Assets 2017: $168,2362017Assets 2018: $155,194Liabilities 2018: $749Net Assets 2018: $154,4452018Assets 2019: $155,254Liabilities 2019: $1,678Net Assets 2019: $153,5762019Assets 2020: $127,614Liabilities 2020: $2,933Net Assets 2020: $124,6812020Assets 2021: $122,899Liabilities 2021: $301Net Assets 2021: $122,5982021Assets 2022: $110,486Liabilities 2022: $0Net Assets 2022: $110,4862022Assets 2023: $133,014Liabilities 2023: $0Net Assets 2023: $133,0142023Assets 2024: $123,383Liabilities 2024: $0Net Assets 2024: $123,3832024

Highlighted filing

2024

Assets$123,383
Liabilities$0
Net Assets$123,383
Open 2024 Filing

Operations Trend

Revenue Growth98th percentile

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

$60K$40K$20K$0-$20K-$40KRevenue 2011: $3,565Expenses 2011: $17,003Net Income 2011: -$13,4382011Revenue 2012: $22,784Expenses 2012: $18,176Net Income 2012: $4,6082012Revenue 2013: $10,617Expenses 2013: $19,292Net Income 2013: -$8,6752013Revenue 2014: $23,034Expenses 2014: $22,114Net Income 2014: $9202014Revenue 2015: $37,588Expenses 2015: $28,909Net Income 2015: $8,6792015Revenue 2016: $6,535Expenses 2016: $27,565Net Income 2016: -$21,0302016Revenue 2017: $25,585Expenses 2017: $24,073Net Income 2017: $1,5122017Revenue 2018: $21,844Expenses 2018: $34,907Net Income 2018: -$13,0632018Revenue 2019: $9,614Expenses 2019: $19,284Net Income 2019: -$9,6702019Revenue 2020: $989Expenses 2020: $20,297Net Income 2020: -$19,3082020Revenue 2021: $23,306Expenses 2021: $22,986Net Income 2021: $3202021Revenue 2022: $5,152Expenses 2022: $21,390Net Income 2022: -$16,2382022Revenue 2023: $49,206Expenses 2023: $21,828Net Income 2023: $27,3782023Revenue 2024: $8,689Expenses 2024: $24,917Net Income 2024: -$16,2282024

Highlighted filing

2024

Revenue$8,689
Expenses$24,917
Net Income-$16,228
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$123,383
Liabilities
$0
Net assets
$123,383
Revenue
$8,689
Expenses
$24,917
Net income
-$16,228
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.09$0.25$0.16
2023Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.49$0.22$0.27
2022Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.05$0.21$0.16
2021Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.23$0.23$0.00
2020Detailed filing. Detailed filing data is available for this year.$1.28$0.03$1.25$0.01$0.20$0.19
2019Detailed filing. Detailed filing data is available for this year.$1.55$0.02$1.54$0.10$0.19$0.10
2018Detailed filing. Detailed filing data is available for this year.$1.55$0.01$1.54$0.22$0.35$0.13
2017Detailed filing. Detailed filing data is available for this year.$1.70$0.02$1.68$0.26$0.24$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.75$0.04$1.70$0.07$0.28$0.21
2015Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$0.38$0.29$0.09
2014Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.23$0.22$0.01
2013Summary only. Only limited summary data is available for this year.$1.84$0.04$0.11$0.19$0.09
2012Summary only. Only limited summary data is available for this year.$2.03$0.00$0.23$0.18$0.05
2011Summary only. Only limited summary data is available for this year.$1.84$0.00$0.04$0.17$0.13
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 25, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
David P SutherlandDirector-$4,000-$4,000
Stephanie N MarottaPresident-$2,000-$2,000
Michael J SmithDirector-$2,000-$2,000
Gillian TreierDirector-$2,000-$2,000
Filing and Contact Details

Filer

Filer Name
Josephine Kleiner Foundation
EIN
20-6370506
Phone
5865528777
Address
45952 Schoenherr, Utica, MI 48315

Signing Officer

Name
Stephanie Marotta
Title
President
Phone
5865528777
Signed
2025-03-25

Preparer

Firm
Law Office of Stephanie N Marotta Plc
Address
18720 MACK AVE SUITE 200, GROSSE POINTE FARMS, MI 48236
Preparer
Stephanie N Marotta
Phone
5865528777
Raw XML Appendix320 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Stephanie N Marotta
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Michael J Smith
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Gillian Treier
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3David P Sutherland
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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0N/A
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0false
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0Stephanie Marotta
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt018720 Mack Ave Suite 200
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Grosse Pointe
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd048236
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum05865528777
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt04480
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12240
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General purposes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1General purposes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2General purposes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Michigan Opera Theatre
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Capuchin Soup Kitchen
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Salvation Army
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01526 Broadway
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11820 Mt Elliott Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt216130 Northland Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Detroit
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Detroit
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Southfield
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd048226
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd148207
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd248075
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt07220
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/DistributableAsAdjustedAmt06619
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt06300
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt010000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt023520
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt07220
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt06300
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt010000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt07220
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt07220
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt023520
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt016300
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt06619
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Law Office of Stephanie Marotta Tax preparation and legal services
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt05815
OtherIncreasesSchedule/OtherIncreasesDetail/Amt06597
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Unrealized gains on investments
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01882
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0JP Morgan Chase Advisory Fee
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Stephanie Marotta
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum05865528777
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Josephine Kleiner Foundation
ReturnHeader/Filer/BusinessNameControlTxt0JOSE
ReturnHeader/Filer/EIN0206370506
ReturnHeader/Filer/PhoneNum05865528777
ReturnHeader/Filer/USAddress/AddressLine1Txt045952 Schoenherr
ReturnHeader/Filer/USAddress/CityNm0Utica
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048315
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0921849752
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LAW OFFICE OF STEPHANIE N MAROTTA PLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt018720 MACK AVE SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GROSSE POINTE FARMS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048236
ReturnHeader/PreparerPersonGrp/PhoneNum05865528777
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Stephanie N Marotta
ReturnHeader/ReturnTs02025-04-14T06:47:00-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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