Civic Intelligence

Susan Klingenstein Fund

990PF • Fiscal year 2017 • EIN 36-4392412

Jan 01, 2017 to Dec 31, 2017 • Filed on May 02, 2018

Organization Profile
C/O hoffman 37 W 57 ST 5 FLNew York, NY 10019

(212) 583-1100

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

60th percentile

7.9%

Higher net margin than 60% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

64th percentile

8.8%

Faster asset growth than 64% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

98th percentile

777%

Faster revenue growth than 98% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$39,745

Up $3,223 (+8.8%) from 2016

Net Assets

Up

$39,745

Up $3,223 (+8.8%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin60th percentile

Revenue

Up

$40,568

Up $35,940 (+777%) from 2016

Expenses

Up

$37,345

Up $9,937 (+36%) from 2016

Net Income

Up

$3,223

Up $26,003 (+114%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

$200K$150K$100K$50K$0Assets 2010: $185,830Liabilities 2010: $0Net Assets 2010: $185,8302010Assets 2011: $168,539Liabilities 2011: $0Net Assets 2011: $168,5392011Assets 2012: $123,977Liabilities 2012: $0Net Assets 2012: $123,9772012Assets 2013: $87,467Liabilities 2013: $0Net Assets 2013: $87,4672013Assets 2014: $70,460Liabilities 2014: $0Net Assets 2014: $70,4602014Assets 2015: $59,302Liabilities 2015: $0Net Assets 2015: $59,3022015Assets 2016: $36,522Liabilities 2016: $0Net Assets 2016: $36,5222016Assets 2017: $39,745Liabilities 2017: $0Net Assets 2017: $39,7452017Assets 2018: $22,956Liabilities 2018: $0Net Assets 2018: $22,9562018Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019

Highlighted filing

2017

Assets$39,745
Liabilities$0
Net Assets$39,745
Open 2017 Filing

Operations Trend

Revenue Growth98th percentile

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

$100K$50K$0-$50KExpenses 2010: $12,9062010Expenses 2011: $45,4662011Expenses 2012: $51,1802012Revenue 2013: $11,211Expenses 2013: $47,420Net Income 2013: -$36,2092013Revenue 2014: $31,904Expenses 2014: $48,913Net Income 2014: -$17,0092014Revenue 2015: $20,435Expenses 2015: $31,592Net Income 2015: -$11,1572015Revenue 2016: $4,628Expenses 2016: $27,408Net Income 2016: -$22,7802016Revenue 2017: $40,568Expenses 2017: $37,345Net Income 2017: $3,2232017Revenue 2018: $247Expenses 2018: $17,036Net Income 2018: -$16,7892018Revenue 2019: $1,004Expenses 2019: $23,960Net Income 2019: -$22,9562019

Highlighted filing

2017

Revenue$40,568
Expenses$37,345
Net Income$3,223
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 2, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSAN KLINGENSTEINTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Susan Klingenstein Fund
EIN
36-4392412
In Care Of
% JANET MULLIGAN
Address
C/O hoffman 37 W 57 ST 5 FL, NEW YORK, NY 10019

Signing Officer

Name
Susan Klingenstein
Title
Trustee
Phone
2125831100
Signed
2018-05-02
Discuss with paid preparer
Yes

Preparer

Firm
Hoffman Mulligan Cpas Llp
Address
37 WEST 57TH STREET 5TH FLOOR, NEW YORK, NY 10019-3411
Preparer
Janet Mulligan CPA
Phone
2125831100
Raw XML Appendix332 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/RecipientUSAddress/StateAbbreviationCd4IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd060639
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd110029
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd210021
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd307979
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd460091
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt034070
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/AppliedToCurrentYearAmt01580
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01580
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt023183
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt024925
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt040602
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt037455
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt039511
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt039511
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0160833
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt034668
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt023183
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt024925
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt040602
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt037455
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt036248
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt034668
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0200344
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0165676
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0SUSAN KLINGENSTEIN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0C/O HOFFMAN MULLIGAN 37 W 57TH ST
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0NEW YORK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd010019
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt017475
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt017475
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0600 GENERAL ELECTRIC
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02017-05-08
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT ADVISORY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1STATE FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0115
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0270
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0270
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1115
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0SUSAN KLINGENSTEIN
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0C/O HOFFMAN MULLIGAN 37 W 57TH ST
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0NEW YORK
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0NY
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd010019
TaxesSchedule/TaxesDetail/Amt0140
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN KLINGENSTEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02125831100
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUSAN KLINGENSTEIN FUND
ReturnHeader/Filer/BusinessNameControlTxt0SUSA
ReturnHeader/Filer/EIN0364392412
ReturnHeader/Filer/InCareOfNm0% JANET MULLIGAN
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O hoffman 37 W 57 ST 5 FL
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010019
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06D8C78FE0556E0B70E02E38134783DDBFD31A37F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F524A3DFC447EA1E508B0ACD2AB0842717D366D3
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId013533520181355000017
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-05-15
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0108.29.61.202
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HOFFMAN MULLIGAN CPAS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt037 WEST 57TH STREET 5TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0100193411
ReturnHeader/PreparerPersonGrp/PhoneNum02125831100
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JANET MULLIGAN CPA
ReturnHeader/ReturnTs02018-05-15T10:45:23-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$39,745
Liabilities
$0
Net assets
$39,745
Revenue
$40,568
Expenses
$37,345
Net income
$3,223
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.01$0.24$0.23
2018Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$0.00$0.17$0.17
2017Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$0.41$0.37$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$0.05$0.27$0.23
2015Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$0.20$0.32$0.11
2014Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.32$0.49$0.17
2013Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.11$0.47$0.36
2012Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.51
2011Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.45
2010Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.13