Civic Intelligence

Albert M Kligman Charitable Foundation

990PF • Fiscal year 2021 • EIN 23-2812009

Jun 01, 2020 to May 31, 2021 • Filed on Feb 15, 2022

Organization Profile
210 W RITTENHOUSE SQUARE Suite 3302Philadelphia, PA 19103

(215) 972-5076

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

10th percentile

-82%

Higher net margin than 10% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

28th percentile

-6.9%

Faster asset growth than 28% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

31st percentile

-19%

Faster revenue growth than 31% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$220,315

Down $16,296 (-6.9%) from 2020

Net Assets

$220,315

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin10th percentile

Revenue

Down

$16,918

Down $3,874 (-19%) from 2020

Expenses

Up

$30,808

Up $18,428 (+149%) from 2020

Net Income

Down

-$13,890

Down $22,302 (-265%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$400K$300K$200K$100K$0Assets 2011: $319,412Liabilities 2011: $02011Assets 2012: $306,731Liabilities 2012: $02012Assets 2013: $296,593Liabilities 2013: $02013Assets 2014: $288,324Liabilities 2014: $02014Assets 2015: $282,691Liabilities 2015: $02015Assets 2016: $268,170Liabilities 2016: $0Net Assets 2016: $268,1702016Assets 2017: $254,927Liabilities 2017: $0Net Assets 2017: $254,9272017Assets 2018: $245,397Liabilities 2018: $0Net Assets 2018: $245,3972018Assets 2019: $228,708Liabilities 2019: $0Net Assets 2019: $228,7082019Assets 2020: $236,611Liabilities 2020: $02020Assets 2021: $220,315Liabilities 2021: $0Net Assets 2021: $220,3152021Assets 2022: $224,172Liabilities 2022: $0Net Assets 2022: $224,1722022Assets 2023: $224,105Liabilities 2023: $0Net Assets 2023: $224,1052023Assets 2024: $222,009Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2021

Assets$220,315
Liabilities$0
Net Assets$220,315
Open 2021 Filing

Operations Trend

Revenue Growth31st percentile

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

$60K$40K$20K$0-$20KRevenue 2011: $28,382Expenses 2011: $40,707Net Income 2011: -$12,3252011Revenue 2012: $23,573Expenses 2012: $34,675Net Income 2012: -$11,1022012Revenue 2013: $25,556Expenses 2013: $34,660Net Income 2013: -$9,1042013Revenue 2014: $27,650Expenses 2014: $35,005Net Income 2014: -$7,3552014Revenue 2015: $31,519Expenses 2015: $35,188Net Income 2015: -$3,6692015Revenue 2016: $20,933Expenses 2016: $34,210Net Income 2016: -$13,2772016Revenue 2017: $21,289Expenses 2017: $33,375Net Income 2017: -$12,0862017Revenue 2018: $23,781Expenses 2018: $32,313Net Income 2018: -$8,5322018Revenue 2019: $16,128Expenses 2019: $32,156Net Income 2019: -$16,0282019Revenue 2020: $20,792Expenses 2020: $12,380Net Income 2020: $8,4122020Revenue 2021: $16,918Expenses 2021: $30,808Net Income 2021: -$13,8902021Revenue 2022: $17,454Expenses 2022: $12,926Net Income 2022: $4,5282022Revenue 2023: $22,240Expenses 2023: $22,307Net Income 2023: -$672023Revenue 2024: $21,937Expenses 2024: $22,872Net Income 2024: -$9352024

Highlighted filing

2021

Revenue$16,918
Expenses$30,808
Net Income-$13,890
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2020 to May 31, 2021
Signed
Feb 15, 2022
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LORRAINE H KLIGMANVice-President-$0--
ELLIOTT P FOOTERTreasurer/Secretary-$0--
Filing and Contact Details

Filer

Filer Name
Albert M Kligman Charitable Foundation
EIN
23-2812009
In Care Of
% FOOTER & ASSOCIATES LLC
Phone
2159725076
Address
210 W RITTENHOUSE SQUARE Suite 3302, PHILADELPHIA, PA 19103

Signing Officer

Name
Brian Footer
Title
Officer
Phone
2159725076
Signed
2022-02-15
Discuss with paid preparer
Yes

Preparer

Firm
Footer and Associates LLC
Address
1515 Market St Ste 1700, Philadelphia, PA 19102
Preparer
Brian I Footer
Phone
2159725076
Raw XML Appendix278 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.

Path#Value
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AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc0NONE
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0EQUITIES
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-265
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt110605
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0VAR ST SEE SCH ATT
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IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-13890
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt02406
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0236611
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt014100
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt014100
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt014100
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt014187
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt087
IRS990PF/DistributableAmountGrp/TotalTaxAmt087
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt087
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt087
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt0301644
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt04975
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt08717
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt08717
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt051203
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt048258
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0126000
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0288057
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt06195
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0180655
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt04321
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0101207
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt014187
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0283736
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0LORRAINE H KLIGMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ELLIOTT P FOOTER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0VICE-PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TREASURER/SECRETARY
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11700 MARKET STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt0APT 3302
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt129TH FLOOR
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
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IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
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IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PHILADELPHIA
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt014100
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt020000
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt032509
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt05900
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt06293
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt020000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0316
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt020000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt05900
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt032509
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt026609
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt02406
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED LOSS ON INVESTMENTS
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Qwest Fund Proceeds
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt05361
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt05361
TaxesSchedule/TaxesDetail/Amt0170
TaxesSchedule/TaxesDetail/Amt12
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL INCOME TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRIAN FOOTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum02159725076
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-02-15
ReturnHeader/DisasterReliefTxt0HURRICANE IDA DR-4618
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALBERT M KLIGMAN CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ALBE
ReturnHeader/Filer/EIN0232812009
ReturnHeader/Filer/InCareOfNm0% FOOTER & ASSOCIATES LLC
ReturnHeader/Filer/PhoneNum02159725076
ReturnHeader/Filer/USAddress/AddressLine1Txt0210 W RITTENHOUSE SQUARE Suite 3302
ReturnHeader/Filer/USAddress/CityNm0PHILADELPHIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019103
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Footer and Associates LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01515 Market St Ste 1700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Philadelphia
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019102
ReturnHeader/PreparerPersonGrp/PhoneNum02159725076
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Brian I Footer
ReturnHeader/ReturnTs02022-02-15T13:14:36-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BRIAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FOOTER
ReturnHeader/TaxPeriodBeginDt02020-06-01
ReturnHeader/TaxPeriodEndDt02021-05-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$220,315
Liabilities
$0
Net assets
$220,315
Revenue
$16,918
Expenses
$30,808
Net income
-$13,890
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.22$0.00$0.00$0.22$0.23$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.24$0.00$2.24$0.22$0.22$0.00
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.24$0.00$2.24$0.17$0.13$0.05
2021Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.17$0.31$0.14
2020Summary only. Only limited summary data is available for this year.$2.37$0.00$0.21$0.12$0.08
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.29$0.00$2.29$0.16$0.32$0.16
2018Detailed filing. Detailed filing data is available for this year.$2.45$0.00$2.45$0.24$0.32$0.09
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.55$0.00$2.55$0.21$0.33$0.12
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.68$0.00$2.68$0.21$0.34$0.13
2015Summary only. Only limited summary data is available for this year.$2.83$0.00$0.32$0.35$0.04
2014Summary only. Only limited summary data is available for this year.$2.88$0.00$0.28$0.35$0.07
2013Summary only. Only limited summary data is available for this year.$2.97$0.00$0.26$0.35$0.09
2012Summary only. Only limited summary data is available for this year.$3.07$0.00$0.24$0.35$0.11
2011Summary only. Only limited summary data is available for this year.$3.19$0.00$0.28$0.41$0.12