Civic Intelligence

Ellen M and Peter M Klein Foundation Inc.

990PF • Fiscal year 2017 • EIN 22-3313765

Jan 01, 2017 to Dec 31, 2017 • Filed on May 10, 2018

Organization Profile
22 Sandalwood DriveLivingston, NJ 07039

(973) 994-2258

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.00x

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

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

Liabilities / Revenue

82nd percentile

0.00x

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

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

Net Margin

68th percentile

22%

Higher net margin than 68% of similar nonprofits.

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

Top Officer Pay

91st percentile

$0

Higher top officer pay than 91% of similar nonprofits.

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

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

Asset Growth

59th percentile

2.2%

Faster asset growth than 59% of similar nonprofits.

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

Revenue Growth

89th percentile

270%

Faster revenue growth than 89% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Up

$183,779

Up $3,949 (+2.2%) from 2016

Net Assets

Up

$183,779

Up $3,949 (+2.2%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin68th percentile

Revenue

Up

$18,348

Up $13,395 (+270%) from 2016

Expenses

Up

$14,399

Up $39 (+0.3%) from 2016

Net Income

Up

$3,949

Up $13,356 (+142%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$300K$200K$100K$0Assets 2010: $205,001Liabilities 2010: $0Net Assets 2010: $205,0012010Assets 2011: $199,813Liabilities 2011: $0Net Assets 2011: $199,8132011Assets 2012: $194,941Liabilities 2012: $0Net Assets 2012: $194,9412012Assets 2013: $191,858Liabilities 2013: $0Net Assets 2013: $191,8582013Assets 2014: $191,445Liabilities 2014: $0Net Assets 2014: $191,4452014Assets 2015: $189,237Liabilities 2015: $0Net Assets 2015: $189,2372015Assets 2016: $179,830Liabilities 2016: $0Net Assets 2016: $179,8302016Assets 2017: $183,779Liabilities 2017: $0Net Assets 2017: $183,7792017Assets 2018: $189,063Liabilities 2018: $0Net Assets 2018: $189,0632018Assets 2019: $180,565Liabilities 2019: $0Net Assets 2019: $180,5652019Assets 2020: $177,278Liabilities 2020: $0Net Assets 2020: $177,2782020Assets 2021: $179,957Liabilities 2021: $0Net Assets 2021: $179,9572021Assets 2022: $173,855Liabilities 2022: $0Net Assets 2022: $173,8552022Assets 2023: $166,613Liabilities 2023: $0Net Assets 2023: $166,6132023Assets 2024: $180,511Liabilities 2024: $0Net Assets 2024: $180,5112024

Highlighted filing

2017

Assets$183,779
Liabilities$0
Net Assets$183,779
Open 2017 Filing

Operations Trend

Revenue Growth89th percentile

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

$30K$20K$10K$0-$10KExpenses 2010: $11,8792010Expenses 2011: $13,0382011Expenses 2012: $13,6812012Revenue 2013: $11,344Expenses 2013: $14,427Net Income 2013: -$3,0832013Revenue 2014: $13,816Expenses 2014: $14,229Net Income 2014: -$4132014Revenue 2015: $12,550Expenses 2015: $14,758Net Income 2015: -$2,2082015Revenue 2016: $4,953Expenses 2016: $14,360Net Income 2016: -$9,4072016Revenue 2017: $18,348Expenses 2017: $14,399Net Income 2017: $3,9492017Revenue 2018: $19,847Expenses 2018: $14,563Net Income 2018: $5,2842018Revenue 2019: $6,049Expenses 2019: $14,547Net Income 2019: -$8,4982019Revenue 2020: $10,204Expenses 2020: $13,491Net Income 2020: -$3,2872020Revenue 2021: $17,514Expenses 2021: $14,835Net Income 2021: $2,6792021Revenue 2022: $7,028Expenses 2022: $13,130Net Income 2022: -$6,1022022Revenue 2023: $7,089Expenses 2023: $14,331Net Income 2023: -$7,2422023Revenue 2024: $28,350Expenses 2024: $14,452Net Income 2024: $13,8982024

Highlighted filing

2017

Revenue$18,348
Expenses$14,399
Net Income$3,949
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 10, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
AMY K KEISLINGTrustee-$0--
ELLEN M KLEINVP Trustee-$0--
PETER M KLEINPres Trustee-$0--
STEVEN E KLEINSecy/Treas-$0--
Filing and Contact Details

Filer

Filer Name
Ellen and Peter Klein Foundation
EIN
22-3313765
Phone
9739942258
Address
22 SANDALWOOD DRIVE, LIVINGSTON, NJ 07039

Signing Officer

Name
Peter M Klein
Title
Pres Trustee
Phone
9739942258
Signed
2018-05-10

Preparer

Firm
Leshner Franchino & Company
Address
19 CATTANO AVENUE, MORRISTOWN, NJ 07960-6839
Preparer
Michael J Franchino
Phone
9735391800
Raw XML AppendixShowing 400 of 682 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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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt204
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt21-3
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt2239
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt23225
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt2469
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt2553
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt2617
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt27163
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt28218
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt29384
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0AMERICAN HIGH-INCOME MUNI CLASS A
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1BAIRD INTERMEDIATE MUNI BOND INVS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2RIDGEWORTH FLOATING RATE HIGH INCOME
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3AMERICAN TAX EXEMPT BND FUND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4FIDELITY LTD TERM MUNI FD
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5FIDELITY INTERMEDIATE MUNI INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6VOYALOATING RATE CLASS I
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt09251
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt135375
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt243224
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt34190
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt09958
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt134958
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt243141
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt34136
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt05320
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt110923
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt23914
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt33683
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt43838
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt55021
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt66009
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt77026
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt83278
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt99073
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt101294
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt118091
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1211877
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt133211
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt142834
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt010473
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt116078
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt23523
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt33957
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt45464
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt56048
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt69245
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt78539
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt84037
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt99877
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt102262
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1110453
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1212749
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt133388
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt142841
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ADIRONDACK SMALL CAP FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1AKRE FOCUS FUND RETAIL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2AMERICAN GROWTH FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3AMG MANAGERS FAIR POINTE MID CAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4AMG TIMES SQUARE SMALL CAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5AQR MANAGED FUTURES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6CALAMOS MARKET NEUTRAL INCOME
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7CHAMPLAIN SMALL COMPANY FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8COLUMBIA ACORN INTERNATIONAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9EDGEWOOD GROWTH FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10FMI INTERNATIONAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11FMI LARGE CAP FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12GATEWAY FUND CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13HARBOR INTERNATIONAL INVESTOR SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14JOHN HANCOCK REGIONAL BANK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15POPLAR FOREST PARTNERS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16SOUND SHORE FD INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17HARBOR LARGE CAP VALUE CL RETIREMENT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18BOSTON PARTNERS SM CAP VALUE II
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19TWEEDY BROWN GLOBAL VALUE FUND
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt01084
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt04629
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt010525
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt02110
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt07823
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt010525
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt018348
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0990
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0330
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01320
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt04629
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt011350
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt011350
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt01084
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01084
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt03949
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt099654
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt02110
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt015154
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt03662
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt01721
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt01721
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt08
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt012340
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt02051
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt014399
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt05713
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt018348
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0990
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt02051
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt03049
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt04629
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt03949
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0183779
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0179830
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0183779
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt010187
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt010187
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt010187
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt010224
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt037
IRS990PF/DistributableAmountGrp/TotalTaxAmt037
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt037
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt037
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt037
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt037
IRS990PF/FMVAssetsEOYAmt0207474
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt090231
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt092040
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt092193
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt088059
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt085392
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0108934
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0179830
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0183779
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01540
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt06347
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt06347
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0179830
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0183779
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0207474
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0179830
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0183779
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0179830
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0183779
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0207586
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt06823
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0200763
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt03114
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt010224
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0204472
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0207586
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0AMY K KEISLING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ELLEN M KLEIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2PETER M KLEIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3STEVEN E KLEIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VP TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2PRES TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3SECY/TREAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01422 GARALYN ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt122 SANDALWOOD DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt222 SANDALWOOD DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt313120 SW FOREST GLEN BT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0HARRISBURG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1LIVINGSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2LIVINGSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3BEAVERTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NJ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2NJ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3OR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0171103073
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd1070391409

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Filings

Displayed year

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

Open filing
Assets
$183,779
Liabilities
$0
Net assets
$183,779
Revenue
$18,348
Expenses
$14,399
Net income
$3,949
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$0.28$0.14$0.14
2023Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$0.07$0.14$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.07$0.13$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.18$0.15$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.10$0.13$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$0.06$0.15$0.08
2018Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.20$0.15$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.18$0.14$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.05$0.14$0.09
2015Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.13$0.15$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$0.14$0.14$0.00
2013Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$0.11$0.14$0.03
2012Detailed filing. Detailed filing data is available for this year.$1.95$0.00$1.95$0.14
2011Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.13
2010Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$0.12