Civic Intelligence

Charles K & Esther Krieger Foundation Inc.

990PF • Fiscal year 2017 • EIN 26-2680294

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 13, 2018

Organization Profile
C/O S Lichtstein 75 Livingston AveRoseland, NJ 07068

(973) 325-7800

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2017 filings • NTEE T • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

58th percentile

0.00x

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

2017 filings • NTEE T • $10M-$25M nonprofits • Source year 2017

Net Margin

94th percentile

95%

Higher net margin than 94% of similar nonprofits.

2017 filings • NTEE T • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

68th percentile

$25,000

Higher top officer pay than 68% of similar nonprofits.

Top officer pay equals 0.2% of source-year revenue.

2017 filings • NTEE T • $10M-$25M nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

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

Annualized from 2016 to 2017

Revenue Growth

Score unavailable

No value available

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

Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$11,916,641

Up $11,916,641 from 2016

Net Assets

Up

$11,916,641

Up $11,916,641 from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin94th percentile

Revenue

Up

$12,583,475

Up $12,583,475 from 2016

Expenses

Up

$674,661

Up $674,661 from 2016

Net Income

Up

$11,908,814

Up $11,908,814 from 2016

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$15M$10M$5.0M$0Assets 2016: $0Liabilities 2016: $0Net Assets 2016: $02016Assets 2017: $11,916,641Liabilities 2017: $0Net Assets 2017: $11,916,6412017Assets 2018: $11,599,033Liabilities 2018: $0Net Assets 2018: $11,599,0332018Assets 2019: $11,412,377Liabilities 2019: $0Net Assets 2019: $11,412,3772019Assets 2020: $11,224,702Liabilities 2020: $0Net Assets 2020: $11,224,7022020Assets 2021: $11,324,323Liabilities 2021: $0Net Assets 2021: $11,324,3232021Assets 2022: $11,254,380Liabilities 2022: $7,288Net Assets 2022: $11,247,0922022Assets 2023: $11,049,255Liabilities 2023: $0Net Assets 2023: $11,049,2552023Assets 2024: $10,448,972Liabilities 2024: $0Net Assets 2024: $10,448,9722024

Highlighted filing

2017

Assets$11,916,641
Liabilities$0
Net Assets$11,916,641
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$15M$10M$5.0M$0-$5.0MRevenue 2016: $0Expenses 2016: $0Net Income 2016: $02016Revenue 2017: $12,583,475Expenses 2017: $674,661Net Income 2017: $11,908,8142017Revenue 2018: $401,434Expenses 2018: $737,813Net Income 2018: -$336,3792018Revenue 2019: $430,785Expenses 2019: $620,962Net Income 2019: -$190,1772019Revenue 2020: $410,276Expenses 2020: $621,651Net Income 2020: -$211,3752020Revenue 2021: $653,400Expenses 2021: $586,716Net Income 2021: $66,6842021Revenue 2022: $492,619Expenses 2022: $605,251Net Income 2022: -$112,6322022Revenue 2023: $453,863Expenses 2023: $651,297Net Income 2023: -$197,4342023Revenue 2024: $247,372Expenses 2024: $854,556Net Income 2024: -$607,1842024

Highlighted filing

2017

Revenue$12,583,475
Expenses$674,661
Net Income$11,908,814
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 13, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHEN P LICHTSTEINPresidentPT$25,000-$25,000
ELLIOT BERKOWITZVice PresidentPT$25,000-$25,000
ELAINE WEIDMANNSecretary/TreasurerPT$25,000-$25,000
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantHADASSAH THE WOMENS ZIONIST ORGENERAL501C3NEW YORK, NY, US$200,000
Paid GrantFRIENDS OF TEMPLE BETH-EL JERSEY CITYGENERAL501C3JERSEY CITY, NJ, US$125,000
Paid GrantDEFIANCE COLLEGEGENERAL501C3DEFIANCE, OH, US$100,000
Paid GrantAMER ASSOC OF OF BEN UNIVGENERAL501C3NEW YORK, NY, US$75,000
Paid GrantAMER ASSOC OF OF BEN UNIVGENERAL501C3NEW YORK, NY, US$25,000
Paid GrantMT ANIMAL SHELTERGENERAL501C3EAST HANOVER, NJ, US$10,000
Paid GrantDEFIANCE COLLEGEGENERAL501C3DEFIANCE, OH, US$10,000
Paid GrantUS HOLOCAUST MEM MUSEUMGENERAL501C3WASHINGTON, DC, US$10,000
Paid GrantLITERACY NASSAU INCGENERAL501C3FREEPORT, NY, US$5,000
Paid GrantTHE ALAN BROWN FOUNDATIONGENERAL501C3NEW YORK, NY, US$5,000
Paid GrantJEWISH WORLD WATCHGENERAL501C3ENCINO, CA, US$2,500
Paid GrantNEW DIRECTIONS FOR VETSGENERAL501C3LOS ANGELES, CA, US$2,500
Paid GrantCITY OF HOPEGENERAL501C3DUARTE, CA, US$2,500
Paid GrantASPCAGENERAL501C3NEW YORK, NY, US$2,500
Filing and Contact Details

Filer

Filer Name
Charles K & Esther Krieger Foundation
EIN
26-2680294
Phone
9733257800
Address
C/O S LICHTSTEIN 75 LIVINGSTON AVE, ROSELAND, NJ 07068

Signing Officer

Name
Stephen P Lichtstein
Title
President
Phone
9733257800
Signed
2018-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Citrin Cooperman & Company Llp
Address
290 W MT PLEASANT AVENUE 3310, LIVINGSTON, NJ 07039
Preparer
Erin Avnet
Phone
9732180500
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt070000 SHARES OF GNMA II PASS THRU POOL 1884
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt410842.074 SHARES OF AB CAP FD INC RELATIVE VALUE FD
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt63035.439 SHARES OF CALAMOS INVT TR NEW CONVERTIBLE FD CL A
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt92091.458 SHARES OF DIAMOND HILL FDS RESEARCH OPPTYS FD CL A
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt153522.992 SHARES OF DAVIS REAL ESTATE FUND CL A
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt176342.432 SHARES OF JPMORGAN DIVERSIFIED FUND CL A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt187782.101 SHARES OF PIMCO FUNDS PIMCO INCOME FD CLASS A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt196589.118 SHARES OF PIMCO FOREIGN BOND FD INST CL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt204407.89 SHARES OF POIONEER FUND CLASS A SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt217063.307 SHARES OF PRINCIPAL INV FUND REAL ESTATE SECS FD CL INSTL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2237146.286 SHARES OF PRUDENTIAL INVESTMENT PORTS INC 15 HIGH YIELD FUND CLASS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt237360.214 SHARES OF PRUDENTIAL INVT PORT14 FLTG RATE INCOME FD CL A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt241511.05 SHARES OF PUTNAM GLOBAL NATURAL RESOURCES FUND CL A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2511339.637 SHARES OF PUTNAM FDS TR FLTG RATE INCOME FD CLASS Y
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2623270.905 SHARES OF PUTNAM FLOATING RATE INCOME FD CL A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2718802.095 SHARES OF AQUILA THREE PEAKS HIGH INCOME CLASS A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt286918.431 SHARES OF RMB MENDON FINL LONG/SHORT FD CL A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2915255.38 SHARES OF PIMCO REAL ESTATE REAL RETURN STRATEGY CL A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3012669.486 SHARES OF BOSTON PARTNERS LONG/SHORT RESEARCH FUND CL INSTITUTIONA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt311684.148 SHARES OF RYDEX SERIES FUNDS BIOTECHNOLOGY FD CL A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt327716.049 SHARES OF TEMPLETON GLOBAL BOND FUND CL A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt336452.362 SHARES OF NATIXIS FDS TR II ASG GLBL ALTERNATIVES FD CL Y
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt341500 SHARES OF ABERDEEN ISRAEL FD INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3554 SHARES OF ALLIANZGI CONVERTIBLE & INCOME FD II
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt369500 SHARES OF CALAMOS STRATEGIC TOTAL RETURN FUND
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt382000 SHARES OF EATON VANCE UNDS TAX MANAGED DIVERSIFIED EQUITY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3910000 SHARES OF EATON VANCE HIGH INCOME 2021 TARGET TERM TR COM SH BEN INT
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt412000 SHARES OF KAYNE ANDERSON ENERGY DEVELOPMENT CO
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt441000 SHARES OF CHARLES SCHWAB 6% CORP SER C PERP MTY PERP CALL 12/01/20 @ 25
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt452000 SHARES OF DTE ENERGY 5.375% PFD JR SUB SER B MTY 6/1/76 CALL 06/01/2021
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt462500 SHARES OF GOVT PROP INC TR PFD 5.875% SEN NOTES DUE 5/1/46 CALL 5/26/21
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt472000 SHARES OF HSBC HOLDINGS PLC 6.2% SERIES A PERP CALL 04/03/17 @25
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt482000 SHARES OF JPMORGAN 6.125% PFD PERPETUAL NON-CUM CALLABLE 03/01/2020 @25
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt492000 SHARES OF JPMORGAN 6.15% PFD PERP NON-CUM SER BB MTY CALLABLE 09/01/20
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt501800 SHARES OF MORGAN STANLEY 6.375% PFD SER I FIX/FLTG PERP MTY CALL 10/15/
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt512000 SHARES OF PUBLIC STORAGE 5.40% PFD PERPETUAL SER B CUM CALLABLE 1/20/21
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt522000 SHARES OF TORCHMARK CO 6.125% PFD JR SUBNOTES DUE 06/15/56 CALLABLE 06/
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt532000 SHARES OF US CELLULAR 7.25% PFD CORP SR NT MTY 12/01/64 CALL 12/01/20 @
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt541985 SHARES OF AAM GNMA ADVANTAGE INCOME PORT SER 14 CASH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt555005 SHARES OF FIRST TRUST SENIOR LOAN & LTD DURATN CLOSED-END PRT SER 69 C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5619656 SHARES OF FIRST TRUST GLOBAL BOND INCOME CLOSED END PORT 23 CASH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt572179 SHARES OF FIRST TRUST HEALTH CARE SELECT PORTFOLIO SERIES 43 CASH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt589724 SHARES OF FIRST TRUST PREFERRED INCOME PORTFOLIO SERIES 87 CASH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt59980 SHARES OF INVESCO ENERGY PORTFOLIO 2017-2 CASH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt604542 SHARES OF FIRST TRUST STRATEGIC INCOME ADVANTG SEL C/E PORT SER 66 CASH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6112942 SHARES OF ADVISORS ASSET MGMT GNMA ADVANTAGE ICOME PORT SER 11 CASH

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,916,641
Liabilities
$0
Net assets
$11,916,641
Revenue
$12,583,475
Expenses
$674,661
Net income
$11,908,814
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$10.4$0.00$10.4$0.25$0.85$0.61
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.0$0.00$11.0$0.45$0.65$0.20
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.3$0.01$11.2$0.49$0.61$0.11
2021Detailed filing. Detailed filing data is available for this year.$11.3$0.00$11.3$0.65$0.59$0.07
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.2$0.00$11.2$0.41$0.62$0.21
2019Detailed filing. Detailed filing data is available for this year.$11.4$0.00$11.4$0.43$0.62$0.19
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.6$0.00$11.6$0.40$0.74$0.34
2017Detailed filing. Detailed filing data is available for this year.$11.9$0.00$11.9$12.6$0.67$11.9
2016Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00