Civic Intelligence

Kalman Foundation

990PF • Fiscal year 2020 • EIN 26-1475115

Jan 01, 2020 to Dec 31, 2020 • Filed on May 15, 2021

Organization Profile
1275 S Post Oak Lane Unit 1901Houston, TX 77056

(713) 594-1647

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

37th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

92nd percentile

64%

Higher net margin than 92% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

66th percentile

11%

Faster asset growth than 66% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$840,414

Up $82,697 (+11%) from 2019

Net Assets

Up

$840,415

Up $82,698 (+11%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin92nd percentile

Revenue

Up

$227,156

Up $227,282 (+180383%) from 2019

Expenses

Up

$82,603

Up $29,431 (+55%) from 2019

Net Income

Up

$144,553

Up $197,851 (+371%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

$1.5M$1.0M$500K$0Assets 2010: $1,194,302Liabilities 2010: $0Net Assets 2010: $1,194,3022010Assets 2011: $1,139,179Liabilities 2011: $0Net Assets 2011: $1,139,1792011Assets 2012: $1,108,945Liabilities 2012: $0Net Assets 2012: $1,108,9452012Assets 2013: $942,750Liabilities 2013: $0Net Assets 2013: $942,7502013Assets 2014: $894,775Liabilities 2014: $0Net Assets 2014: $894,7752014Assets 2015: $804,443Liabilities 2015: $0Net Assets 2015: $804,4432015Assets 2016: $753,921Liabilities 2016: $0Net Assets 2016: $753,9212016Assets 2017: $804,085Liabilities 2017: $0Net Assets 2017: $804,0852017Assets 2018: $777,112Liabilities 2018: $0Net Assets 2018: $777,1122018Assets 2019: $757,717Liabilities 2019: $0Net Assets 2019: $757,7172019Assets 2020: $840,414Liabilities 2020: $0Net Assets 2020: $840,4152020Assets 2021: $863,682Liabilities 2021: $0Net Assets 2021: $863,6822021Assets 2022: $891,215Liabilities 2022: $0Net Assets 2022: $891,2152022Assets 2023: $827,790Liabilities 2023: $0Net Assets 2023: $827,7902023Assets 2024: $829,515Liabilities 2024: $0Net Assets 2024: $829,5152024Assets 2025: $736,147Liabilities 2025: $0Net Assets 2025: $736,1472025

Highlighted filing

2020

Assets$840,414
Liabilities$0
Net Assets$840,415
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$200K$0-$200KExpenses 2010: $89,8562010Expenses 2011: $113,3232011Expenses 2012: $85,8042012Revenue 2013: -$77,777Expenses 2013: $88,628Net Income 2013: -$166,4052013Revenue 2014: $16,255Expenses 2014: $96,892Net Income 2014: -$80,6372014Revenue 2015: $3,762Expenses 2015: $80,810Net Income 2015: -$77,0482015Revenue 2016: $21,251Expenses 2016: $71,773Net Income 2016: -$50,5222016Revenue 2017: $119,569Expenses 2017: $69,405Net Income 2017: $50,1642017Revenue 2018: $19,553Expenses 2018: $46,526Net Income 2018: -$26,9732018Revenue 2019: -$126Expenses 2019: $53,172Net Income 2019: -$53,2982019Revenue 2020: $227,156Expenses 2020: $82,603Net Income 2020: $144,5532020Revenue 2021: $72,979Expenses 2021: $77,855Net Income 2021: -$4,8762021Revenue 2022: $98,453Expenses 2022: $70,920Net Income 2022: $27,5332022Revenue 2023: $13,892Expenses 2023: $85,069Net Income 2023: -$71,1772023Revenue 2024: $269,225Expenses 2024: $267,500Net Income 2024: $1,7252024Revenue 2025: $76,358Expenses 2025: $169,726Net Income 2025: -$93,3682025

Highlighted filing

2020

Revenue$227,156
Expenses$82,603
Net Income$144,553
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 15, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FRANCIS S KALMANDirector-$0--
GLORIA R KALMANDirector-$0--
LAUREN KALMAN SUMMERVILLEDirector-$0--
JENNIFER KALMAN FUENTESDirector-$0--
Filing and Contact Details

Filer

Filer Name
Kalman Foundation
EIN
26-1475115
In Care Of
% FRANCIS S KALMAN
Phone
7135941647
Address
1275 S POST OAK LANE UNIT 1901, HOUSTON, TX 77056

Signing Officer

Name
Francis Kalman
Title
Treasurer
Phone
7135941647
Signed
2021-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Andersen Tax LLC
Address
5847 SAN FELIPE SUITE 4400, HOUSTON, TX 77057
Preparer
Jason C Graham
Phone
8324634030
Raw XML Appendix339 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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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SEE ATTACHMENT - FIDELITY (4301)
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2LAUREN KALMAN SUMMERVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3JENNIFER KALMAN FUENTES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
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IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1GLORIA R KALMAN
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt55000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1PUBLIC ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2PUBLIC ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3PUBLIC ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4PUBLIC ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5PUBLIC ASSISTANCE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3SOCIETY OF ST VINCENT DE PAUL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4HOUSTON FOOD BANK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5DE PELCHIN COUNSELING AND SUPPORT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt05808 RENWICK DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12900 LOUISIANA STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 271389
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt32403 HOLCOMBE BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4535 PORTWALL STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt54950 Memorial Dr
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0HOUSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1HOUSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2HOUSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3HOUSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4HOUSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5HOUSTON
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd177006
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd277277
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd377021
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd477029
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd577007
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt080000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt056039
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt056039
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt03121
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt013627
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt019147
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt018702
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt018702
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt059856
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt023961
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt03121
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt013627
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt019147
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02016
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt080000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt023961
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt078558
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt054597
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FIDELITY TRANSACTION FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt011
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt011
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0-61855
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0CHANGE IN CORE VALUE ACCT
TaxesSchedule/TaxesDetail/Amt092
TaxesSchedule/TaxesDetail/CategoryTxt0TAX PAID ON EXTENSION
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0FRANCIS KALMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07135941647
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KALMAN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0KALM
ReturnHeader/Filer/EIN0261475115
ReturnHeader/Filer/InCareOfNm0% FRANCIS S KALMAN
ReturnHeader/Filer/PhoneNum07135941647
ReturnHeader/Filer/USAddress/AddressLine1Txt01275 S POST OAK LANE UNIT 1901
ReturnHeader/Filer/USAddress/CityNm0HOUSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077056
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANDERSEN TAX LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05847 SAN FELIPE SUITE 4400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOUSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077057
ReturnHeader/PreparerPersonGrp/PhoneNum08324634030
ReturnHeader/PreparerPersonGrp/PreparationDt02021-06-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JASON C GRAHAM
ReturnHeader/ReturnTs02021-07-05T08:05:50-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0FRANCIS
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KALMAN
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$840,414
Liabilities
$0
Net assets
$840,415
Revenue
$227,156
Expenses
$82,603
Net income
$144,553
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.08$0.17$0.09
2024Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.27$0.27$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.01$0.09$0.07
2022Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.10$0.07$0.03
2021Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.07$0.08$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.23$0.08$0.14
2019Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.00$0.05$0.05
2018Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.02$0.05$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.12$0.07$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.02$0.07$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.00$0.08$0.08
2014Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.02$0.10$0.08
2013Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.08$0.09$0.17
2012Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.09
2011Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.11
2010Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.09