Josephine Kleiner Foundation

990PF • Fiscal year 2018 • EIN 20-6370506

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 29, 2019

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.

0.00x

Higher debt load relative to assets than 64% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

0.03x

Higher debt load relative to revenue than 75% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

-60%

Higher net margin than 9% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

$2,500

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 11.4% of source-year revenue.

2018 filings • <$500k nonprofits • Source year 2018

-8.7%

Faster asset growth than 29% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

-15%

Faster revenue growth than 28% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet

Liabilities / Assets64th percentile

Assets

Down

$155,194

Down $14,879 (-8.7%) from 2017

Net Assets

Down

$154,445

Down $13,791 (-8.2%) from 2017

Liabilities

Down

$749

Down $1,088 (-59%) from 2017

Revenue And Expenses

Liabilities / Revenue75th percentile Net Margin9th percentile

Revenue

Down

$21,844

Down $3,741 (-15%) from 2017

Expenses

$34,907

Up $10,834 (+45%) from 2017

Net Income

Down

-$13,063

Down $14,575 (-964%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

Highlighted filing

2018

Assets$155,194

Liabilities$749

Net Assets$154,445

Open 2018 Filing

Operations Trend

Revenue Growth28th percentile

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

Highlighted filing

2018

Revenue$21,844

Expenses$34,907

Net Income-$13,063

Open 2018 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2018 to Dec 31, 2018
Signed: Apr 29, 2019
Return Version: 2018v3.1

Compensation and Service Providers

Top Officer Pay79th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
David P Sutherland	President	-	$2,500	-	$2,500
Robert R Lubera	Director	-	$1,000	-	$1,000
James P Zavell	Director	-	$1,000	-	$1,000
Stephanie N Marotta	Director	-	$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: 2019-04-29
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 Appendix340 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/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	Grosse Pointe Farms
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	MI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	48236
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	MI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	David P Sutherland
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	5865528777
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	2000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	2000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	2	2000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	3	10000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	4	1000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	General purposes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	General purposes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	General puroposes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	3	General purposes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	4	General purposes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	2	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	3	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	4	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	0	Michigan Opera Theatre
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	1	Detroit Symphony Orchestra
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	2	The Russell Kirk Center for Cultura
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	3	University Liggett School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	4	The Lake House
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	1526 Broadway
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	3711 Woodward Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	PO Box 4
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	3	1045 Cook Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	4	23500 Pare Street Suite 1
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	Detroit
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	Detroit
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	Mecosta
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	3	Grosse Pointe Woods
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	4	St Clair Shores
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	3	MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	4	MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	48226
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	48201
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	49332
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	3	48236
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	4	48080
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	17000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	9353
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	9353
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	593
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	8240
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	7647
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	593
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	17000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	7647
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	8240
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	593
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt	0	0
LegalFeesSchedule/LegalFeesGrp/CategoryTxt	0	Law Offices of David P. Sutherland, PLC
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt	0	0
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt	0	6959
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt	0	6959
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	Rental Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	State of MI filing fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	2400
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	20
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	2400
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	20
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt	0	1837
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc	0	Short Market
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt	0	749
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	2723
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	Merrill Lynch #02197 fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	2723
TaxesSchedule/TaxesDetail/Amt	0	305
TaxesSchedule/TaxesDetail/CategoryTxt	0	2017 excise tax
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	305
ReturnHeader/BuildTS	0	2019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	David P Sutherland
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	President
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2019-04-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	Josephine Kleiner Foundation
ReturnHeader/Filer/BusinessNameControlTxt	0	JOSE
ReturnHeader/Filer/EIN	0	206370506
ReturnHeader/Filer/PhoneNum	0	5865528777
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	1 Kercheval Avenue
ReturnHeader/Filer/USAddress/CityNm	0	Grosse Pointe Farms
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	MI
ReturnHeader/Filer/USAddress/ZIPCd	0	48236
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	753143684
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	Law Offices of David P Sutherland PLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	1 Kercheval Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Grosse Pointe Farms
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	48236
ReturnHeader/PreparerPersonGrp/PhoneNum	0	5865528777
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	James P Zavell
ReturnHeader/ReturnTs	0	2019-04-29T08:53:51-07:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2018-01-01
ReturnHeader/TaxPeriodEndDt	0	2018-12-31
ReturnHeader/TaxYr	0	2018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $155,194
Liabilities: $749
Net assets: $154,445
Revenue: $21,844
Expenses: $34,907
Net income: -$13,063

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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