Civic Intelligence

Susan Klingenstein Fund

990PF • Fiscal year 2019 • EIN 36-4392412

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 03, 2020

Organization Profile
61 Broadway Suite 1601New York, NY 10006

(212) 583-1100

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

1st percentile

-2286%

Higher net margin than 1% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

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.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

97th percentile

306%

Faster revenue growth than 97% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $22,956 (-100%) from 2018

Net Assets

Down

$0

Down $22,956 (-100%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin1st percentile

Revenue

Up

$1,004

Up $757 (+306%) from 2018

Expenses

Up

$23,960

Up $6,924 (+41%) from 2018

Net Income

Down

-$22,956

Down $6,167 (-37%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth2nd 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

2019

Assets$0
Liabilities$0
Net Assets$0
Open 2019 Filing

Operations Trend

Revenue Growth97th 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

2019

Revenue$1,004
Expenses$23,960
Net Income-$22,956
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 3, 2020
Return Version
2019v5.1
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
61 BROADWAY SUITE 1601, NEW YORK, NY 10006

Signing Officer

Name
Susan Klingenstein
Title
Trustee
Phone
2125831100
Signed
2020-11-03
Discuss with paid preparer
Yes

Preparer

Firm
Hoffman Mulligan Cpas Llp
Address
61 BROADWAY - SUITE 1601, NEW YORK, NY 10006-2756
Preparer
Janet Mulligan CPA
Phone
2125831100
Raw XML Appendix320 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/ZIPCd110580
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd210065
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd360601
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd460202
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd507013
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd660610
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt018642
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/AppliedToCurrentYearAmt0870
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0870
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt013794
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt034668
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt023183
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt024925
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt040602
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt040602
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0118347
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt021777
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt013794
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt034668
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt023183
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt024925
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt022647
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt021777
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0158949
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0137172
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LiquidationExplanationStmt/ExplanationTxt0The Susan Klingenstein Fund is final as of December 31, 2019. The foundation's remaining cash balance of $18,642, after expenses, was contributed to various charitable organizations as detailed on Form 990PF Part I, line 23.
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT ADVISORY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1STATE FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0115
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt145
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt031
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt031
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1115
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt245
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FEDERAL TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/Desc1RETURNED GRANT
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0378
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1600
ReasonableCauseExplanation/ExplanationTxt0THE RETURN IS LATE DUE TO THE COVID-19 PANDEMIC.
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN KLINGENSTEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02125831100
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUSAN KLINGENSTEIN FUND
ReturnHeader/Filer/BusinessNameControlTxt0SUSA
ReturnHeader/Filer/EIN0364392412
ReturnHeader/Filer/InCareOfNm0% JANET MULLIGAN
ReturnHeader/Filer/USAddress/AddressLine1Txt061 BROADWAY SUITE 1601
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010006
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06D8C78FE0556E0B70E02E38134783DDBFD31A37F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F524A3DFC447EA1E508B0ACD2AB0842717D366D3
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId013533520203215000002
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-11-16
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0100.12.161.18
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HOFFMAN MULLIGAN CPAS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt061 BROADWAY - SUITE 1601
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0100062756
ReturnHeader/PreparerPersonGrp/PhoneNum02125831100
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JANET MULLIGAN CPA
ReturnHeader/ReturnTs02020-11-16T12:48:39-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$1,004
Expenses
$23,960
Net income
-$22,956
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