Civic Intelligence

Josephine Kleiner Foundation

990PF • Fiscal year 2017 • EIN 20-6370506

Jan 01, 2017 to Dec 31, 2017 • Filed on May 04, 2018

Organization Profile
1 Kercheval AvenueGrosse Pointe Farms, MI 48236

(586) 552-8777

Siviq Scores

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

Liabilities / Assets

66th percentile

0.01x

Higher debt load relative to assets than 66% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

80th percentile

0.07x

Higher debt load relative to revenue than 80% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

56th percentile

5.9%

Higher net margin than 56% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

79th percentile

$2,500

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 9.8% of source-year revenue.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

39th percentile

-2.7%

Faster asset growth than 39% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

97th percentile

292%

Faster revenue growth than 97% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets66th percentile

Assets

Down

$170,073

Down $4,788 (-2.7%) from 2016

Net Assets

Down

$168,236

Down $2,184 (-1.3%) from 2016

Liabilities

Down

$1,837

Down $2,604 (-59%) from 2016

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin56th percentile

Revenue

Up

$25,585

Up $19,050 (+292%) from 2016

Expenses

Down

$24,073

Down $3,492 (-13%) from 2016

Net Income

Up

$1,512

Up $22,542 (+107%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$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

2017

Assets$170,073
Liabilities$1,837
Net Assets$168,236
Open 2017 Filing

Operations Trend

Revenue Growth97th percentile

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$25,585
Expenses$24,073
Net Income$1,512
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 4, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
David P SutherlandPresident-$2,500-$2,500
Robert R LuberaDirector-$1,000-$1,000
James P ZavellDirector-$1,000-$1,000
Stephanie N MarottaDirector-$1,000-$1,000
Filing and Contact Details

Filer

Filer Name
Josephine Kleiner Foundation
EIN
20-6370506
Phone
5865528777
Address
1 Kercheval Avenue, Grosse Pointe Farms, MI 48236

Signing Officer

Name
David P Sutherland
Title
President
Signed
2018-05-04
Discuss with paid preparer
Yes

Preparer

Firm
Law Offices of David P Sutherland PLC
Address
1 Kercheval Avenue, Grosse Pointe Farms, MI 48236
Preparer
James P Zavell
Phone
5865528777
Raw XML Appendix318 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/PersonNm0David P Sutherland
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2The Russell Kirk Center for Cultura
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3Michigan Thanksgiving Parade Founda
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO Box 4
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt39500 Mt Elliott Studio A
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IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01495
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
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LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt04900
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt04900
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Rental Expenses
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt02400
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt120
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt120
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ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0David P Sutherland
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Josephine Kleiner Foundation
ReturnHeader/Filer/BusinessNameControlTxt0JOSE
ReturnHeader/Filer/EIN0206370506
ReturnHeader/Filer/PhoneNum05865528777
ReturnHeader/Filer/USAddress/AddressLine1Txt01 Kercheval Avenue
ReturnHeader/Filer/USAddress/CityNm0Grosse Pointe Farms
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048236
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0753143684
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Law Offices of David P Sutherland PLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01 Kercheval Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Grosse Pointe Farms
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048236
ReturnHeader/PreparerPersonGrp/PhoneNum05865528777
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0James P Zavell
ReturnHeader/ReturnTs02018-05-04T10:09:10-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$170,073
Liabilities
$1,837
Net assets
$168,236
Revenue
$25,585
Expenses
$24,073
Net income
$1,512
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