Civic Intelligence

Ellen M and Peter M Klein Foundation Inc.

990PF • Fiscal year 2018 • EIN 22-3313765

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 25, 2019

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.

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

Liabilities / Revenue

81st percentile

0.00x

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

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

Net Margin

72nd percentile

27%

Higher net margin than 72% of similar nonprofits.

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

Top Officer Pay

92nd percentile

$0

Higher top officer pay than 92% of similar nonprofits.

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

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

Asset Growth

65th percentile

2.9%

Faster asset growth than 65% of similar nonprofits.

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

Revenue Growth

60th percentile

8.2%

Faster revenue growth than 60% of similar nonprofits.

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

Assets

Up

$189,063

Up $5,284 (+2.9%) from 2017

Net Assets

Up

$189,063

Up $5,284 (+2.9%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$19,847

Up $1,499 (+8.2%) from 2017

Expenses

Up

$14,563

Up $164 (+1.1%) from 2017

Net Income

Up

$5,284

Up $1,335 (+34%) from 2017

Historical Trend

Balance Sheet Trend

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

2018

Assets$189,063
Liabilities$0
Net Assets$189,063

Operations Trend

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

2018

Revenue$19,847
Expenses$14,563
Net Income$5,284
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 25, 2019
Return Version
2018v3.1
Compensation and Service Providers

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
2019-04-25

Preparer

Firm
Leshner Franchino & Company
Address
60 WASHINGTON STREET SUITE 100, MORRISTOWN, NJ 07960
Preparer
Michael J Franchino
Phone
9735391800
Raw XML AppendixShowing 400 of 641 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6EDGEWOOD GROWTH FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7FMI LARGE CAP FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8GATEWAY FUND CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9HARBOR INTERNATIONAL INVESTOR SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10JOHN HANCOCK REGIONAL BANK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11SOUND SHORE FD INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12HARBOR LARGE CAP VALUE CL RETIREMENT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13BOSTON PARTNERS SM CAP VALUE II
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14TWEEDY BROWN GLOBAL VALUE FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15AC ALTERNATIVES MRKT NEUTRAL VAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16HARDING LOEVNER INTL EQUITY PORT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17PEAR TREE POLARIS FRGN VALUE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18BOSTON PARTNERS SM CAO VALUE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19TOUCHSTONE INTL SMALL CAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20TWEEDY BROWNE GLOBAL VALUE FND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21VANGUARD FINANCIALS INDEX ADMIRAL
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IRS990PF/FMVAssetsEOYAmt0188584
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt092040
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt096882
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt096219
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt085392
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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
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IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0189063
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt06347
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0198924
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt03091
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
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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
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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
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3BEAVERTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0PA
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3OR
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IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt011937
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt011957
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt012303
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt012415
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.058325
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0204472
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0200088
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0208658
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0218392
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0212858
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.294071
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IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt012407
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false

Document Assets

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Filings

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