Civic Intelligence

Tom Klemens Family Foundation

990PF • Fiscal year 2013 • EIN 27-1541461

Jan 01, 2013 to Dec 31, 2013 • Filed on Jun 18, 2014

Organization Profile
718 Avenida Azor92673

(949) 492-0555

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.

2013 filings • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

30th percentile

0.00x

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Net Margin

96th percentile

84%

Higher net margin than 96% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Asset Growth

65th percentile

6.3%

Faster asset growth than 65% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

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

Source year 2013

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$1,383,364

Up $81,914 (+6.3%) from 2012

Net Assets

Up

$1,383,364

Up $81,914 (+6.3%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin96th percentile

Revenue

$445,896

No earlier filing loaded for comparison.

Expenses

Up

$71,484

Up $17,458 (+32%) from 2012

Net Income

$374,412

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,008,734Liabilities 2011: $0Net Assets 2011: $1,008,7342011Assets 2012: $1,301,450Liabilities 2012: $0Net Assets 2012: $1,301,4502012Assets 2013: $1,383,364Liabilities 2013: $0Net Assets 2013: $1,383,3642013Assets 2014: $2,050,577Liabilities 2014: $0Net Assets 2014: $2,050,5772014Assets 2015: $2,426,764Liabilities 2015: $0Net Assets 2015: $2,426,7642015Assets 2016: $2,507,106Liabilities 2016: $0Net Assets 2016: $2,507,1062016Assets 2017: $2,451,012Liabilities 2017: $0Net Assets 2017: $2,451,0122017Assets 2018: $2,414,918Liabilities 2018: $0Net Assets 2018: $2,414,9182018Assets 2019: $2,393,406Liabilities 2019: $0Net Assets 2019: $2,393,4062019Assets 2020: $2,352,236Liabilities 2020: $0Net Assets 2020: $2,352,2362020Assets 2021: $2,432,709Liabilities 2021: $0Net Assets 2021: $2,432,7092021Assets 2022: $2,254,740Liabilities 2022: $0Net Assets 2022: $2,254,7402022Assets 2023: $2,217,771Liabilities 2023: $0Net Assets 2023: $2,217,7712023Assets 2024: $2,254,109Liabilities 2024: $0Net Assets 2024: $2,254,1092024

Highlighted filing

2013

Assets$1,383,364
Liabilities$0
Net Assets$1,383,364
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500KExpenses 2011: $49,4092011Expenses 2012: $54,0262012Revenue 2013: $445,896Expenses 2013: $71,484Net Income 2013: $374,4122013Revenue 2014: $760,756Expenses 2014: $96,043Net Income 2014: $664,7132014Revenue 2015: $467,772Expenses 2015: $91,585Net Income 2015: $376,1872015Revenue 2016: $159,588Expenses 2016: $79,246Net Income 2016: $80,3422016Revenue 2017: $84,520Expenses 2017: $140,614Net Income 2017: -$56,0942017Revenue 2018: $83,696Expenses 2018: $119,790Net Income 2018: -$36,0942018Revenue 2019: $103,396Expenses 2019: $124,908Net Income 2019: -$21,5122019Revenue 2020: $73,983Expenses 2020: $115,153Net Income 2020: -$41,1702020Revenue 2021: $209,327Expenses 2021: $128,854Net Income 2021: $80,4732021Revenue 2022: -$20,271Expenses 2022: $157,698Net Income 2022: -$177,9692022Revenue 2023: $111,626Expenses 2023: $148,595Net Income 2023: -$36,9692023Revenue 2024: $181,145Expenses 2024: $144,807Net Income 2024: $36,3382024

Highlighted filing

2013

Revenue$445,896
Expenses$71,484
Net Income$374,412
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Jun 18, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PATRICIA KLEMENSPresident-$0--
Filing and Contact Details

Filer

EIN
27-1541461
Phone
9494920555

Signing Officer

Name
Patricia Klemens
Title
President
Signed
2014-06-18
Discuss with paid preparer
Yes

Preparer

Preparer
Russ Wertz
Phone
9497565000
Raw XML Appendix274 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/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt067817
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt055637
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0PATRICIA KLEMENS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10718 AVENIDA AZOR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0SAN CLEMENTE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode092673
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0376025
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amount0292498
OtherDecreasesSchedule/OtherDecreasesDetail/Description0NONTAXABLE TRANSACTIONS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt012504
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1480
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0FIDUCIARY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1TAX PREPARATION FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/Amt02500
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICIA KLEMENS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-06-18
ReturnHeader/Filer/BusinessName/BusinessNameLine10Tom Klemens Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt0TOMK
ReturnHeader/Filer/EIN0271541461
ReturnHeader/Filer/PhoneNum09494920555
ReturnHeader/Filer/USAddress/AddressLine10718 Avenida Azor
ReturnHeader/Filer/USAddress/City0San Clemente
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode092673
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Wertz & Company LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine105450 Trabuco Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Irvine
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode092620
ReturnHeader/PreparerPersonGrp/PhoneNum09497565000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Russ Wertz
ReturnHeader/ReturnTs02014-06-18T11:56:42-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,383,364
Liabilities
$0
Net assets
$1,383,364
Revenue
$445,896
Expenses
$71,484
Net income
$374,412
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.25$0.00$2.25$0.18$0.14$0.04
2023Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$0.11$0.15$0.04
2022Detailed filing. Detailed filing data is available for this year.$2.25$0.00$2.25$0.02$0.16$0.18
2021Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$0.21$0.13$0.08
2020Detailed filing. Detailed filing data is available for this year.$2.35$0.00$2.35$0.07$0.12$0.04
2019Detailed filing. Detailed filing data is available for this year.$2.39$0.00$2.39$0.10$0.12$0.02
2018Detailed filing. Detailed filing data is available for this year.$2.41$0.00$2.41$0.08$0.12$0.04
2017Detailed filing. Detailed filing data is available for this year.$2.45$0.00$2.45$0.08$0.14$0.06
2016Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$0.16$0.08$0.08
2015Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$0.47$0.09$0.38
2014Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$0.76$0.10$0.66
2013Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.45$0.07$0.37
2012Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.05
2011Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.05