Civic Intelligence

Kligman Charitable Foundation Inc.

990PF • Fiscal year 2024 • EIN 27-1033084

Oct 01, 2023 to Sep 30, 2024 • Filed on Dec 20, 2024

Organization Profile
9825 E Calusa Club DriveMiami, FL 33186

(305) 386-2814

Siviq Scores

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

Liabilities / Assets

43rd percentile

0.00x

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

2024 filings • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

43rd percentile

0.00x

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

2024 filings • $500k-$1M nonprofits • Source year 2024

Net Margin

53rd percentile

6.2%

Higher net margin than 53% of similar nonprofits.

2024 filings • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

67th percentile

$15,000

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 16.2% of source-year revenue.

2024 filings • $500k-$1M nonprofits • Source year 2024

Asset Growth

36th percentile

-1.0%

Faster asset growth than 36% of similar nonprofits.

2024 filings • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

6th percentile

-47%

Faster revenue growth than 6% of similar nonprofits.

2024 filings • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Down

$655,093

Down $6,292 (-1.0%) from 2023

Net Assets

Down

$655,093

Down $6,292 (-1.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue43rd percentileNet Margin53rd percentile

Revenue

Down

$92,804

Down $81,393 (-47%) from 2023

Expenses

Up

$87,029

Up $10,587 (+14%) from 2023

Net Income

Down

$5,775

Down $91,980 (-94%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$800K$600K$400K$200K$0Assets 2016: $728,554Liabilities 2016: $0Net Assets 2016: $728,5542016Assets 2017: $701,369Liabilities 2017: $0Net Assets 2017: $701,3692017Assets 2018: $639,971Liabilities 2018: $0Net Assets 2018: $639,9712018Assets 2019: $635,938Liabilities 2019: $0Net Assets 2019: $635,9382019Assets 2020: $603,715Liabilities 2020: $0Net Assets 2020: $603,7152020Assets 2021: $586,371Liabilities 2021: $0Net Assets 2021: $586,3712021Assets 2022: $563,979Liabilities 2022: $0Net Assets 2022: $563,9792022Assets 2023: $661,385Liabilities 2023: $0Net Assets 2023: $661,3852023Assets 2024: $655,093Liabilities 2024: $0Net Assets 2024: $655,0932024

Highlighted filing

2024

Assets$655,093
Liabilities$0
Net Assets$655,093
Open 2024 Filing

Operations Trend

Revenue Growth6th percentile

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

$200K$100K$0-$100KRevenue 2016: $31,742Expenses 2016: $89,826Net Income 2016: -$58,0842016Revenue 2017: $38,934Expenses 2017: $66,119Net Income 2017: -$27,1852017Revenue 2018: $53,575Expenses 2018: $114,973Net Income 2018: -$61,3982018Revenue 2019: $82,193Expenses 2019: $86,226Net Income 2019: -$4,0332019Revenue 2020: $41,963Expenses 2020: $73,076Net Income 2020: -$31,1132020Revenue 2021: $48,942Expenses 2021: $65,881Net Income 2021: -$16,9392021Revenue 2022: $59,237Expenses 2022: $81,439Net Income 2022: -$22,2022022Revenue 2023: $174,197Expenses 2023: $76,442Net Income 2023: $97,7552023Revenue 2024: $92,804Expenses 2024: $87,029Net Income 2024: $5,7752024

Highlighted filing

2024

Revenue$92,804
Expenses$87,029
Net Income$5,775
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Dec 20, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARCY L COHENPresidentPT$15,000-$15,000
SUSAN L GOLDSLAGERDirectorPT$15,000-$15,000
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCURE BREAST CANCERGENERAL-CLIFTON, NJ, US$12,000
Paid GrantGREATER MIAMI JEWISH FEDERATIONGENERAL-MIAMI, FL, US$8,000
Paid GrantMAKE A WISH FOUNDATIONGENERAL-DAVIE, FL, US$6,000
Paid GrantVITAS HOSPICEGENERAL-MIAMI, FL, US$4,000
Paid GrantST JUDES CHILDRENS HOSPITALGENERAL-MEMPHIS, TN, US$4,000
Paid GrantBIRTHRIGHT ISRAELGENERAL-HICKSVILLE, NY, US$4,000
Paid GrantUSHER IF COLLABORATIVEGENERAL-ATLANTA, GA, US$3,000
Filing and Contact Details

Filer

Filer Name
Kligman Charitable Foundation Inc
EIN
27-1033084
Phone
3053862814
Address
9825 E CALUSA CLUB DRIVE, MIAMI, FL 33186

Signing Officer

Name
Marcy L Cohen
Title
President
Phone
3053862814
Signed
2024-12-20
Discuss with paid preparer
Yes

Preparer

Firm
Ronald J Weintraub CPA Pa
Address
7700 N KENDALL DR STE 805, MIAMI, FL 33156-7697
Preparer
Ronald J Weintraub CPA
Phone
3056611040
Raw XML Appendix356 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/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd033186
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0[email protected]
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0DIRECT CONTRIBUTIONS TO 501C(3) ORGANIZATIONS
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt041000
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt08000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt14000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt26000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt34000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt44000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt512000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt63000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0GREATER MIAMI JEWISH FEDERATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1VITAS HOSPICE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2MAKE A WISH FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3ST JUDES CHILDRENS HOSPITAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4BIRTHRIGHT ISRAEL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5CURE BREAST CANCER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6USHER IF COLLABORATIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt04200 BISCAYNE BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1201 S BISCAYNE BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt24491 S STATE ROAD 7
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3262 DANNY THOMAS PL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO BOX 5892
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51122 CLIFTON AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6500 BISHOP STREET BLDG 5
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MIAMI
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2DAVIE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3MEMPHIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4HICKSVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5CLIFTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6ATLANTA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4NY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd133131
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd233314
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd338105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd411802
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd507013
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd630318
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt041000
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/QualifyingDistributionsAmt041000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt041000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt041000
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0282
OtherDecreasesSchedule/OtherDecreasesDetail/Amt196
OtherDecreasesSchedule/OtherDecreasesDetail/Amt211689
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0INCOME TAX PAID
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1NON DEDUCTIBLE ITEMS
OtherDecreasesSchedule/OtherDecreasesDetail/Desc2PRIOR YEAR ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt0136
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0136
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0136
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt011723
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt123292
OtherIncomeSchedule2/OtherIncomeDetail/Desc0ENTERPRISE PRODUCTS PARTNERS
OtherIncomeSchedule2/OtherIncomeDetail/Desc1PLAINS ALL AMERICAN PIPELINE
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt011723
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt123292
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt011723
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt123292
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt010606
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt010606
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt010606
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt02057
TaxesSchedule/TaxesDetail/Amt02057
TaxesSchedule/TaxesDetail/CategoryTxt0FLORIDA DPR
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02057
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARCY L COHEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03053862814
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-12-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KLIGMAN CHARITABLE FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0KLIG
ReturnHeader/Filer/EIN0271033084
ReturnHeader/Filer/PhoneNum03053862814
ReturnHeader/Filer/USAddress/AddressLine1Txt09825 E CALUSA CLUB DRIVE
ReturnHeader/Filer/USAddress/CityNm0MIAMI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033186
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0650797168
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RONALD J WEINTRAUB CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07700 N KENDALL DR STE 805
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MIAMI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0331567697
ReturnHeader/PreparerPersonGrp/PhoneNum03056611040
ReturnHeader/PreparerPersonGrp/PreparationDt02024-12-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RONALD J WEINTRAUB CPA
ReturnHeader/ReturnTs02024-12-19T14:13:10-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-10-01
ReturnHeader/TaxPeriodEndDt02024-09-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$655,093
Liabilities
$0
Net assets
$655,093
Revenue
$92,804
Expenses
$87,029
Net income
$5,775
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$6.55$0.00$6.55$0.93$0.87$0.06
2023Detailed filing. Detailed filing data is available for this year.$6.61$0.00$6.61$1.74$0.76$0.98
2022Detailed filing. Detailed filing data is available for this year.$5.64$0.00$5.64$0.59$0.81$0.22
2021Detailed filing. Detailed filing data is available for this year.$5.86$0.00$5.86$0.49$0.66$0.17
2020Detailed filing. Detailed filing data is available for this year.$6.04$0.00$6.04$0.42$0.73$0.31
2019Detailed filing. Detailed filing data is available for this year.$6.36$0.00$6.36$0.82$0.86$0.04
2018Detailed filing. Detailed filing data is available for this year.$6.40$0.00$6.40$0.54$1.15$0.61
2017Detailed filing. Detailed filing data is available for this year.$7.01$0.00$7.01$0.39$0.66$0.27
2016Detailed filing. Detailed filing data is available for this year.$7.29$0.00$7.29$0.32$0.90$0.58