Civic Intelligence

The Knoll Charitable Foundation

990PF • Fiscal year 2019 • EIN 23-2939762

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 22, 2020

PO Box 157 1235 Water StreetEast Greenville, PA 18041

(215) 679-1301

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.00x

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

21st percentile

0.00x

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Net Margin

64th percentile

10%

Higher net margin than 64% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

30th percentile

$0

Higher top officer pay than 30% of similar nonprofits.

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Assets

Up

$5,485,731

Up $485,594 (+9.7%) from 2014

Net Assets

$5,485,731

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$364,499

Down $106,329 (-23%) from 2014

Expenses

Up

$327,048

Up $106,443 (+48%) from 2014

Net Income

Down

$37,451

Down $212,772 (-85%) from 2014

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $4,318,840Liabilities 2011: $02011Assets 2012: $4,570,663Liabilities 2012: $02012Assets 2013: $4,962,394Liabilities 2013: $02013Assets 2014: $5,000,137Liabilities 2014: $02014Assets 2019: $5,485,731Liabilities 2019: $0Net Assets 2019: $5,485,7312019Assets 2020: $6,293,517Liabilities 2020: $0Net Assets 2020: $6,293,5172020Assets 2021: $5,992,567Liabilities 2021: $0Net Assets 2021: $5,992,5672021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2019

Assets$5,485,731
Liabilities$0
Net Assets$5,485,731

Operations Trend

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

$800K$600K$400K$200K$0-$200KRevenue 2011: $229,991Expenses 2011: $224,416Net Income 2011: $5,5752011Revenue 2012: $165,746Expenses 2012: $227,745Net Income 2012: -$61,9992012Revenue 2013: $270,412Expenses 2013: $221,788Net Income 2013: $48,6242013Revenue 2014: $470,828Expenses 2014: $220,605Net Income 2014: $250,2232014Revenue 2019: $364,499Expenses 2019: $327,048Net Income 2019: $37,4512019Revenue 2020: $338,841Expenses 2020: $317,062Net Income 2020: $21,7792020Revenue 2021: $677,269Expenses 2021: $359,870Net Income 2021: $317,3992021Revenue 2022: $374,057Expenses 2022: $347,437Net Income 2022: $26,6202022

Highlighted filing

2019

Revenue$364,499
Expenses$327,048
Net Income$37,451
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 22, 2020
Return Version
2019v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROXANNE KLEINPresident/Director-$0--
CHARLES RAYFIELDV.P./Treasurer/Director-$0--
ANTONELLA SERRAOV.P./Asst. Treasurer/Direc-$0--
MICHAEL A POLLNERSecretary-$0--
JOHN M WILSONAssistant Secretary-$0--
BRIAN REUTERV.P./Director-$0--
DAVID BRIGHTV.P./Director-$0--
Filing and Contact Details

Filer

Filer Name
The Knoll Charitable Foundation
EIN
23-2939762
Phone
2156791301
Address
PO BOX 157 1235 WATER STREET, EAST GREENVILLE, PA 18041

Signing Officer

Name
Antonella Serrao
Title
V.p./treasurer/director
Phone
2156791301
Signed
2020-10-22
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
30 SOUTH 17TH STREET SUITE 710, PHILADELPHIA, PA 19103
Preparer
Michelle Malimban
Phone
2157654600
Raw XML AppendixShowing 400 of 659 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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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0STRATEGIC ADVISERS SHORT DURATION FUND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1STRATEGIC ADVISERS INCOME OPPORTUNITIES
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2STRATEGIC ADVISERS CORE INCOME FUND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3EATON VANCE GL MACRO ABSOLUTE RTRN ADV I
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4PIMCO COMMODITY REAL RETURN INST
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5FMM GOVERNMENT PORTFOLIO: INSTL CL
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ROXANNE KLEIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1CHARLES RAYFIELD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ANTONELLA SERRAO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3MICHAEL A POLLNER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4JOHN M WILSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5BRIAN REUTER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6DAVID BRIGHT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT/DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1V.P./TREASURER/DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2V.P./ASST. TREASURER/DIREC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4ASSISTANT SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5V.P./DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6V.P./DIRECTOR
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1C/O KNOLL PO BOX 157 1235 WATER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2C/O KNOLL PO BOX 157 1235 WATER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3C/O KNOLL PO BOX 157 1235 WATER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4C/O KNOLL PO BOX 157 1235 WATER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt5C/O KNOLL PO BOX 157 1235 WATER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt6C/O KNOLL PO BOX 157 1235 WATER
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm6EAST GREENVILLE
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0166000
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0INTERESTED STUDENT MUST COMPLETE THE APPLICATION AND MAIL IT WITH A CURRENT, COMPLETE TRANSCRIPT OF GRADES TO SCHOLARSHIP MANAGEMENT SERVICES POSTMARKED NO LATER THAN MARCH 15. GRADE REPORTS ARE NOT ACCEPTABLE. ONLINE TRANSCRIPTS MUST DISPLAY STUDENT NAME, SCHOOL NAME, GRADE AND CREDIT HOURS EARNED FOR EACH COURSE, AND TERM IN WHICH EACH COURSE WAS TAKEN. APPLICANTS ARE RESPONSIBLE FOR GATHERING AND SUBMITTING ALL NECESSARY INFORMATION. APPLICATIONS ARE EVALUATED ON THE INFORMATION SUPPLIED; THEREFORE, ANSWER ALL QUESTIONS AS COMPLETELY AS POSSIBLE. INCOMPLETE APPLICATIONS WILL NOT BE EVALUATED. ALL INFORMATION RECEIVED IS CONSIDERED CONFIDENTIAL AND IS REVIEWED ONLY BY SCHOLARSHIP MANAGEMENT SERVICES.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0KNOLL EDUCATIONAL SCHOLARSHIP PROGR
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum05079311682
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0ONE SCHOLARSHIP WAY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0SAINT PETER
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd056082
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0SCHOLARSHIP AWARDS UP TO A MAXIMUM OF $8,000 FOR ONE ACADEMIC YEAR WILL BE GRANTED. AWARDS ARE NOT RENEWABLE; HOWEVER, STUDENTS MAY REAPPLY TO THE PROGRAM EACH YEAR THEY MEET ELIGIBILITY REQUIREMENTS. STUDENTS MAY RECEIVE THE AWARD UP TO FOUR TIMES TOTAL. AWARDS ARE FOR UNDERGRADUATE STUDY ONLY.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NO LATER THAN MARCH 15
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2613500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIPS TO CHILDREN OF KNOLL EMPLOYEES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SCHOLARSHIPS TO CHILDREN OF KNOLL EMPLOYEES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SCHOLARSHIPS TO CHILDREN OF KNOLL EMPLOYEES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3SCHOLARSHIPS TO CHILDREN OF KNOLL EMPLOYEES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4SCHOLARSHIPS TO CHILDREN OF KNOLL EMPLOYEES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5SCHOLARSHIPS TO CHILDREN OF KNOLL EMPLOYEES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6SCHOLARSHIPS TO CHILDREN OF KNOLL EMPLOYEES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7SCHOLARSHIPS TO CHILDREN OF KNOLL EMPLOYEES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8SCHOLARSHIPS TO CHILDREN OF KNOLL EMPLOYEES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9SCHOLARSHIPS TO CHILDREN OF KNOLL EMPLOYEES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10SCHOLARSHIPS TO CHILDREN OF KNOLL EMPLOYEES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11SCHOLARSHIPS TO CHILDREN OF KNOLL EMPLOYEES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12SCHOLARSHIPS TO CHILDREN OF KNOLL EMPLOYEES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13SCHOLARSHIPS TO CHILDREN OF KNOLL EMPLOYEES
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt18SCHOLARSHIPS TO CHILDREN OF KNOLL EMPLOYEES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt19SCHOLARSHIPS TO CHILDREN OF KNOLL EMPLOYEES
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt24SCHOLARSHIPS TO CHILDREN OF KNOLL EMPLOYEES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt25SCHOLARSHIPS TO CHILDREN OF KNOLL EMPLOYEES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt26SCHOLARSHIPS TO CHILDREN OF KNOLL EMPLOYEES
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