Civic Intelligence

Frank J & Jacqueline D Kloenne Foundation

990PF • Fiscal year 2019 • EIN 31-1629017

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 09, 2020

P O Box 630858Cincinnati, OH 45263-0858

(513) 534-5310

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

63rd percentile

9.6%

Higher net margin than 63% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

46th percentile

$8,839

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 3.4% of source-year revenue.

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

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

Source year 2019

Revenue Growth

Score unavailable

No value available

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

Source year 2019

Assets

$2,772,355

No earlier filing loaded for comparison.

Net Assets

$2,772,355

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$258,861

No earlier filing loaded for comparison.

Expenses

$233,992

No earlier filing loaded for comparison.

Net Income

$24,869

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2019: $2,772,355Liabilities 2019: $0Net Assets 2019: $2,772,3552019Assets 2020: $2,778,634Liabilities 2020: $0Net Assets 2020: $2,778,6342020Assets 2021: $2,708,910Liabilities 2021: $0Net Assets 2021: $2,708,9102021Assets 2022: $3,812,483Liabilities 2022: $0Net Assets 2022: $3,812,4832022Assets 2023: $5,121,410Liabilities 2023: $0Net Assets 2023: $5,121,4102023Assets 2024: $5,332,326Liabilities 2024: $0Net Assets 2024: $5,332,3262024

Highlighted filing

2019

Assets$2,772,355
Liabilities$0
Net Assets$2,772,355

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2019: $258,861Expenses 2019: $233,992Net Income 2019: $24,8692019Revenue 2020: $252,470Expenses 2020: $245,299Net Income 2020: $7,1712020Revenue 2021: $233,302Expenses 2021: $302,813Net Income 2021: -$69,5112021Revenue 2022: $1,137,624Expenses 2022: $34,526Net Income 2022: $1,103,0982022Revenue 2023: $1,625,401Expenses 2023: $255,230Net Income 2023: $1,370,1712023Revenue 2024: $565,827Expenses 2024: $366,583Net Income 2024: $199,2442024

Highlighted filing

2019

Revenue$258,861
Expenses$233,992
Net Income$24,869
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 9, 2020
Return Version
2019v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
NARLEY L HARLEYCo-Trustee-$8,839-$8,839
FIFTH THIRD BANKCo-Trustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSEE SCHEDULE ATTACHEDPROGRAM SUPPORTPCCINCINNATI, OH, US$195,000
Filing and Contact Details

Filer

Filer Name
Frank J & Jacqueline D Klonne Foundation
EIN
31-1629017
Phone
5135345310
Address
P O BOX 630858, CINCINNATI, OH 45263-0858

Signing Officer

Name
Matthew J Carothers
Title
Trustee
Phone
5135345310
Signed
2020-06-09
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0FIFTH THIRD BANK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1NARLEY L HARLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CO-TRUSTEE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1FT THOMAS
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01775
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt03924783
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt03619421
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt03707373
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0199620
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.258599
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0199620
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0199620
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0199620
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0INVESTMENT INCOME EARNED BY THIS TRUST IS USED TO MAKE
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1CHARITABLE CONTRIBUTIONS TO ORGANIZATIONS AS SPECIFIED IN
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt2THE GOVERNING AGREEMENT
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt3INVESTMENT INCOME EARNED BY THIS TRUST IS USED TO MAKE
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt4CHARITABLE CONTRIBUTIONS TO ORGANIZATIONS AS SPECIFIED IN
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt5THE GOVERNING AGREEMENT
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt6INVESTMENT INCOME EARNED BY THIS TRUST IS USED TO MAKE
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt7CHARITABLE CONTRIBUTIONS TO ORGANIZATIONS AS SPECIFIED IN
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt8THE GOVERNING AGREEMENT
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0FIFTH THIRD BANK
IRS990PF/StatementsRegardingActyGrp/PhoneNum05135795498
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0FIFTH THIRD BANK CO PAULA WHARTON
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt05807
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt06093
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt04938
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IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
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IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0779
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt033104
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Deborah K Kloenne
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1Kathy Schaefer
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0168 E Dominion Blvd
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1P O Box 101
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Columbus
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1Burton
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0OH
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IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt025000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt125000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt028
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0BASIS ADJUSTED FOR RETURN OF CAPITAL
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK SERVICE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OTHER MISC. EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1200
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt026518

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