Civic Intelligence

Marvin E Klein MD Charitable Trust

990PF • Fiscal year 2020 • EIN 38-6799968

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 13, 2021

Organization Profile
30547 Fox Club DrFarmington Hills, MI 48331

(248) 231-2876

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Higher debt load relative to assets than 60% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

59th percentile

0.00x

Higher debt load relative to revenue than 59% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

90th percentile

56%

Higher net margin than 90% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

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.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

84th percentile

54%

Faster asset growth than 84% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

53rd percentile

-10%

Faster revenue growth than 53% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$4,433

Up $1,555 (+54%) from 2019

Net Assets

Up

$4,433

Up $1,555 (+54%) from 2019

Liabilities

Flat

$1

Flat from 2019

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin90th percentile

Revenue

Down

$2,755

Down $321 (-10%) from 2019

Expenses

Down

$1,200

Down $1,800 (-60%) from 2019

Net Income

Up

$1,555

Up $1,479 (+1946%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

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

$6.0K$4.0K$2.0K$0Assets 2011: $1,789Liabilities 2011: $02011Assets 2012: $2,823Liabilities 2012: $12012Assets 2013: $2,698Liabilities 2013: $1Net Assets 2013: $2,6982013Assets 2014: $2,698Liabilities 2014: $1Net Assets 2014: $2,6982014Assets 2015: $2,698Liabilities 2015: $1Net Assets 2015: $2,6982015Assets 2016: $2,648Liabilities 2016: $0Net Assets 2016: $2,6482016Assets 2017: $5,586Liabilities 2017: $0Net Assets 2017: $5,5862017Assets 2018: $2,802Liabilities 2018: $0Net Assets 2018: $2,8022018Assets 2019: $2,878Liabilities 2019: $1Net Assets 2019: $2,8782019Assets 2020: $4,433Liabilities 2020: $1Net Assets 2020: $4,4332020Assets 2021: $433Liabilities 2021: $0Net Assets 2021: $4332021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2020

Assets$4,433
Liabilities$1
Net Assets$4,433
Open 2020 Filing

Operations Trend

Revenue Growth53rd percentile

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

$10K$5.0K$0-$5.0KRevenue 2011: $8,222Expenses 2011: $7,341Net Income 2011: $8812011Revenue 2012: $1,534Expenses 2012: $500Net Income 2012: $1,0342012Revenue 2013: $1Expenses 2013: $125Net Income 2013: -$1242013Revenue 2014: $1Expenses 2014: $0Net Income 2014: $12014Revenue 2015: $1Expenses 2015: $0Net Income 2015: $12015Revenue 2016: $0Expenses 2016: $50Net Income 2016: -$502016Revenue 2017: $3,538Expenses 2017: $600Net Income 2017: $2,9382017Revenue 2018: $0Expenses 2018: $2,784Net Income 2018: -$2,7842018Revenue 2019: $3,076Expenses 2019: $3,000Net Income 2019: $762019Revenue 2020: $2,755Expenses 2020: $1,200Net Income 2020: $1,5552020Revenue 2021: $0Expenses 2021: $4,000Net Income 2021: -$4,0002021Revenue 2022: $0Expenses 2022: $433Net Income 2022: -$4332022

Highlighted filing

2020

Revenue$2,755
Expenses$1,200
Net Income$1,555
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 13, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARTIN DAVIDSONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Marvin E Klein Md Charitable Trust
EIN
38-6799968
Phone
2482312876
Address
30547 FOX CLUB DR, FARMINGTON HILLS, MI 48331

Signing Officer

Name
Martin Davidson
Title
Trustee
Phone
2482312876
Signed
2021-04-13
Discuss with paid preparer
Yes

Preparer

Firm
Brian Papo CPA Pc Dba E-tax Services
Address
31198 BECK ROAD, NOVI, MI 48377
Phone
2488960400
Raw XML Appendix260 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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ReturnHeader/PreparerPersonGrp/PreparationDt02021-04-13
ReturnHeader/ReturnTs02021-04-14T23:27:25-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARTIN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DAVIDSON
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,433
Liabilities
$1
Net assets
$4,433
Revenue
$2,755
Expenses
$1,200
Net income
$1,555
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0$0$0$0$433$433
2021Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$433$0$433$0$4,000$4,000
2020Detailed filing. Detailed filing data is available for this year.$4,433$1$4,433$2,755$1,200$1,555
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2,878$1$2,878$3,076$3,000$76
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2,802$0$2,802$0$2,784$2,784
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5,586$0$5,586$3,538$600$2,938
2016Detailed filing. Detailed filing data is available for this year.$2,648$0$2,648$0$50$50
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2,698$1$2,698$1$0$1
2014Detailed filing. Detailed filing data is available for this year.$2,698$1$2,698$1$0$1
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$2,698$1$2,698$1$125$124
2012Summary only. Only limited summary data is available for this year.$2,823$1$1,534$500$1,034
2011Summary only. Only limited summary data is available for this year.$1,789$0$8,222$7,341$881
Peer Organizations

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