Civic Intelligence

Tom Klemens Family Foundation

EIN 27-1541461 • San Clemente, CA

718 Avenida AzorSan Clemente, CA 92673
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

70th percentile

20%

Higher net margin than 70% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

46th percentile

1.6%

Faster asset growth than 46% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

82nd percentile

62%

Faster revenue growth than 82% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$2,254,109

Up $36,338 (+1.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$2,254,109

Up $36,338 (+1.6%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin70th percentile

Revenue

Up

$181,145

Up $69,519 (+62%) from 2023

Expenses

Down

$144,807

Down $3,788 (-2.5%) from 2023

Net Income

Up

$36,338

Up $73,307 (+198%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth46th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$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

2024

Assets$2,254,109
Liabilities$0
Net Assets$2,254,109
Open 2024 Filing

Operations Trend

Revenue Growth82nd percentile

Revenue, expenses, and net income by year, with the latest 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

2024

Revenue$181,145
Expenses$144,807
Net Income$36,338
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$2,254,109
Liabilities
$0
Net assets
$2,254,109
Revenue
$181,145
Expenses
$144,807
Net income
$36,338
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
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 22, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

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

Filer

Filer Name
Tom Klemens Family Foundation
EIN
27-1541461
Phone
9494920555
Address
718 Avenida Azor, San Clemente, CA 92673

Signing Officer

Name
Patricia Klemens
Title
President
Signed
2025-05-22
Discuss with paid preparer
Yes

Preparer

Firm
Wertz & Company LLP
Address
5450 Trabuco Road, Irvine, CA 92620
Preparer
Russ Wertz
Phone
9497565000
Raw XML Appendix348 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7ST Paul High School
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1126400 La Alameda 200
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OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1Prior Year Adj
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0371
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt1-157
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt30
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt275
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Board Meeting Expenses
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1FIDUCIARY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2FTB Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt3Professional Fees
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICIA KLEMENS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Tom Klemens Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt0TOMK
ReturnHeader/Filer/EIN0271541461
ReturnHeader/Filer/PhoneNum09494920555
ReturnHeader/Filer/USAddress/AddressLine1Txt0718 Avenida Azor
ReturnHeader/Filer/USAddress/CityNm0San Clemente
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Wertz & Company LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05450 Trabuco Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Irvine
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092620
ReturnHeader/PreparerPersonGrp/PhoneNum09497565000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Russ Wertz
ReturnHeader/ReturnTs02025-05-22T14:40:14-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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