Civic Intelligence

The Marcia & Michael Klein Foundation

990PF • Fiscal year 2012 • EIN 26-1597287

Jan 01, 2012 to Dec 31, 2012 • Filed on May 09, 2013

Organization Profile
655 Longboat Club Road34228
Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2012 filings • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Source year 2012

Asset Growth

26th percentile

-3.6%

Faster asset growth than 26% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets27th percentile

Assets

Down

$2,798,718

Down $103,167 (-3.6%) from 2011

Net Assets

Down

$2,798,718

Down $101,733 (-3.5%) from 2011

Liabilities

Down

$0

Down $1,434 (-100%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$157,483

Up $4,624 (+3.0%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $2,878,433Liabilities 2010: $0Net Assets 2010: $2,878,4332010Assets 2011: $2,901,885Liabilities 2011: $1,434Net Assets 2011: $2,900,4512011Assets 2012: $2,798,718Liabilities 2012: $0Net Assets 2012: $2,798,7182012Assets 2013: $2,804,031Liabilities 2013: $146Net Assets 2013: $2,803,8852013Assets 2014: $3,294,035Liabilities 2014: $0Net Assets 2014: $3,294,0352014Assets 2015: $3,281,151Liabilities 2015: $0Net Assets 2015: $3,281,1512015Assets 2016: $3,266,349Liabilities 2016: $0Net Assets 2016: $3,266,3492016Assets 2017: $3,247,773Liabilities 2017: $0Net Assets 2017: $3,247,7732017Assets 2018: $4,037,213Liabilities 2018: $14,308Net Assets 2018: $4,022,9052018Assets 2019: $3,953,978Liabilities 2019: $0Net Assets 2019: $3,953,9782019Assets 2020: $3,944,043Liabilities 2020: $1,045Net Assets 2020: $3,942,9982020Assets 2021: $5,014,239Liabilities 2021: $2,501Net Assets 2021: $5,011,7382021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022Assets 2023: $5,274,200Liabilities 2023: $0Net Assets 2023: $5,274,2002023Assets 2024: $5,119,853Liabilities 2024: $0Net Assets 2024: $5,119,8532024

Highlighted filing

2012

Assets$2,798,718
Liabilities$0
Net Assets$2,798,718
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $146,9092010Expenses 2011: $152,8592011Expenses 2012: $157,4832012Revenue 2013: $161,882Expenses 2013: $153,569Net Income 2013: $8,3132013Revenue 2014: $654,324Expenses 2014: $161,186Net Income 2014: $493,1382014Revenue 2015: $176,377Expenses 2015: $185,769Net Income 2015: -$9,3922015Revenue 2016: $224,432Expenses 2016: $202,571Net Income 2016: $21,8612016Revenue 2017: $204,605Expenses 2017: $195,635Net Income 2017: $8,9702017Revenue 2018: $955,029Expenses 2018: $206,819Net Income 2018: $748,2102018Revenue 2019: $149,947Expenses 2019: $220,032Net Income 2019: -$70,0852019Revenue 2020: $236,723Expenses 2020: $230,000Net Income 2020: $6,7232020Revenue 2021: $1,367,757Expenses 2021: $289,728Net Income 2021: $1,078,0292021Revenue 2022: $422,391Expenses 2022: $341Net Income 2022: $422,0502022Revenue 2023: $357,576Expenses 2023: $299,280Net Income 2023: $58,2962023Revenue 2024: $206,911Expenses 2024: $324,026Net Income 2024: -$117,1152024

Highlighted filing

2012

Revenue-
Expenses$157,483
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 9, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michael H KleinPresident-$0--
Michael H KleinTreasurer-$0--
Michael H KleinTrustee-$0--
Marcia S KleinVice President-$0--
Marcia S KleinSecretary-$0--
Marcia S KleinTrustee-$0--
John P FiorittoTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-Medical Research-Ann Arbor, MI, US$156,000
Filing and Contact Details

Filer

EIN
26-1597287
Raw XML Appendix308 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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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0Michael H Klein
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1Michael H Klein
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2Michael H Klein
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3Marcia S Klein
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName4Marcia S Klein
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName5Marcia S Klein
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName6John P Fioritto
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0President
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2Trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title3Vice President
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title4Secretary
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title6Trustee
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear06321
IRS990PF/UndistributedIncome/AppliedToYear10149679
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0147251
IRS990PF/UndistributedIncome/QualifyingDistributions0156000
IRS990PF/UndistributedIncome/UndistributedIncomeCY0140930
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear0149679
OtherDecreasesSchedule/OtherDecreases/Amount01990
OtherDecreasesSchedule/OtherDecreases/Description0Federal Excise Tax
OtherExpensesSchedule/OtherExpenses/AdjustedNetIncome020
OtherExpensesSchedule/OtherExpenses/Description0License Fee
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps00
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome020
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks020
OtherIncreasesSchedule/OtherIncreases/Amount01
OtherIncreasesSchedule/OtherIncreases/Description0Rounding
OtherLiabilitiesSchedule/OtherLiabilities/BOYBookValue01434
OtherLiabilitiesSchedule/OtherLiabilities/Description0Federal Tax Payable
OtherLiabilitiesSchedule/OtherLiabilities/EOYBookValue00
OtherProfessionalFeesSchedule/OtherProfessionalFees/AdjustedNetIncome01236
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount01236
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0Fees
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps00
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome01236
TaxesSchedule/Taxes/AdjustedNetIncome0227
TaxesSchedule/Taxes/Amount0227
TaxesSchedule/Taxes/Category0Foreign Taxes Paid
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/NetInvestmentIncome0227
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/Filer/EIN0261597287
ReturnHeader/Filer/Name/BusinessNameLine10The Marcia & Michael Klein Foundation
ReturnHeader/Filer/NameControl0MARC
ReturnHeader/Filer/USAddress/AddressLine10655 Longboat Club Road
ReturnHeader/Filer/USAddress/City0Longboat Key
ReturnHeader/Filer/USAddress/State0FL
ReturnHeader/Filer/USAddress/ZIPCode034228
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-05-09
ReturnHeader/Officer/Name0Marcia S Klein
ReturnHeader/Officer/Phone02486268804
ReturnHeader/Officer/Title0Trustee
ReturnHeader/Preparer/DatePrepared02013-05-28
ReturnHeader/PreparerFirm/EIN0202779745
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Fioritto and Associates PLLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1050217 Schoenherr
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Shelby Township
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0MI
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode048315
ReturnHeader/Preparer/Name0John P Fioritto
ReturnHeader/Preparer/Phone05862038281
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-05-28T09:22:55-04:00

Document Assets

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,798,718
Liabilities
$0
Net assets
$2,798,718
Revenue
-
Expenses
$157,483
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.12$0.00$5.12$0.21$0.32$0.12
2023Detailed filing. Detailed filing data is available for this year.$5.27$0.00$5.27$0.36$0.30$0.06
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.42$0.00$0.42
2021Detailed filing. Detailed filing data is available for this year.$5.01$0.00$5.01$1.37$0.29$1.08
2020Detailed filing. Detailed filing data is available for this year.$3.94$0.00$3.94$0.24$0.23$0.01
2019Detailed filing. Detailed filing data is available for this year.$3.95$0.00$3.95$0.15$0.22$0.07
2018Detailed filing. Detailed filing data is available for this year.$4.04$0.01$4.02$0.96$0.21$0.75
2017Detailed filing. Detailed filing data is available for this year.$3.25$0.00$3.25$0.20$0.20$0.01
2016Detailed filing. Detailed filing data is available for this year.$3.27$0.00$3.27$0.22$0.20$0.02
2015Detailed filing. Detailed filing data is available for this year.$3.28$0.00$3.28$0.18$0.19$0.01
2014Detailed filing. Detailed filing data is available for this year.$3.29$0.00$3.29$0.65$0.16$0.49
2013Detailed filing. Detailed filing data is available for this year.$2.80$0.00$2.80$0.16$0.15$0.01
2012Detailed filing. Detailed filing data is available for this year.$2.80$0.00$2.80$0.16
2011Detailed filing. Detailed filing data is available for this year.$2.90$0.00$2.90$0.15
2010Detailed filing. Detailed filing data is available for this year.$2.88$0.00$2.88$0.15