Civic Intelligence

Miriam Klein Foundation 07232009

990PF • Fiscal year 2020 • EIN 38-6926657

Jan 01, 2020 to Dec 31, 2020 • Filed on May 11, 2021

Organization Profile
1600 Market Street No 3150Philadelphia, PA 19103

(215) 751-9600

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

Higher debt load relative to assets than 30% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

31st percentile

0.00x

Higher debt load relative to revenue than 31% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

5th percentile

-169%

Higher net margin than 5% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

20th percentile

-3.8%

Faster asset growth than 20% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

24th percentile

-23%

Faster revenue growth than 24% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$1,641,939

Down $64,225 (-3.8%) from 2019

Net Assets

Down

$1,641,939

Down $64,225 (-3.8%) from 2019

Liabilities

Flat

$1

Flat from 2019

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin5th percentile

Revenue

Down

$40,902

Down $11,934 (-23%) from 2019

Expenses

Down

$110,161

Down $29,907 (-21%) from 2019

Net Income

Up

-$69,259

Up $17,973 (+21%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,933,479Liabilities 2011: $02011Assets 2012: $1,876,431Liabilities 2012: $02012Assets 2013: $1,852,738Liabilities 2013: $1Net Assets 2013: $1,852,7382013Assets 2014: $1,900,530Liabilities 2014: $1Net Assets 2014: $1,900,5302014Assets 2015: $1,851,043Liabilities 2015: $1Net Assets 2015: $1,851,0432015Assets 2016: $1,813,198Liabilities 2016: $0Net Assets 2016: $1,813,1982016Assets 2017: $1,835,857Liabilities 2017: $0Net Assets 2017: $1,835,8572017Assets 2018: $1,796,763Liabilities 2018: $0Net Assets 2018: $1,796,7632018Assets 2019: $1,706,164Liabilities 2019: $1Net Assets 2019: $1,706,1642019Assets 2020: $1,641,939Liabilities 2020: $1Net Assets 2020: $1,641,9392020Assets 2021: $1,659,348Liabilities 2021: $1Net Assets 2021: $1,659,3482021Assets 2022: $1,647,544Liabilities 2022: $1Net Assets 2022: $1,647,5442022Assets 2023: $1,583,535Liabilities 2023: $1Net Assets 2023: $1,583,5352023Assets 2024: $1,661,345Liabilities 2024: $0Net Assets 2024: $1,661,3452024

Highlighted filing

2020

Assets$1,641,939
Liabilities$1
Net Assets$1,641,939
Open 2020 Filing

Operations Trend

Revenue Growth24th percentile

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

$200K$100K$0-$100KRevenue 2011: $36,187Expenses 2011: $109,497Net Income 2011: -$73,3102011Revenue 2012: $52,063Expenses 2012: $109,111Net Income 2012: -$57,0482012Revenue 2013: $109,834Expenses 2013: $133,527Net Income 2013: -$23,6932013Revenue 2014: $78,709Expenses 2014: $30,351Net Income 2014: $48,3582014Revenue 2015: $76,711Expenses 2015: $126,198Net Income 2015: -$49,4872015Revenue 2016: $81,530Expenses 2016: $119,375Net Income 2016: -$37,8452016Revenue 2017: $134,935Expenses 2017: $112,276Net Income 2017: $22,6592017Revenue 2018: $82,488Expenses 2018: $117,244Net Income 2018: -$34,7562018Revenue 2019: $52,836Expenses 2019: $140,068Net Income 2019: -$87,2322019Revenue 2020: $40,902Expenses 2020: $110,161Net Income 2020: -$69,2592020Revenue 2021: $136,624Expenses 2021: $114,641Net Income 2021: $21,9832021Revenue 2022: $112,094Expenses 2022: $121,823Net Income 2022: -$9,7292022Revenue 2023: $44,612Expenses 2023: $109,343Net Income 2023: -$64,7312023Revenue 2024: $188,306Expenses 2024: $110,319Net Income 2024: $77,9872024

Highlighted filing

2020

Revenue$40,902
Expenses$110,161
Net Income-$69,259
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 11, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHEN B KLEINManaging Trustee-$0--
DEBORAH KLEINTrustee-$0--
JULIA KLEIN-AMESTrustee-$0--
JENNIFER KLEIN-BAGNATOTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Miriam Klein Charitable Foundation
EIN
38-6926657
Phone
2157519600
Address
1600 MARKET STREET NO 3150, PHILADELPHIA, PA 19103

Signing Officer

Name
Stephen B Klein
Title
Managing Trustee
Phone
2157519600
Signed
2021-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
610 W GERMANTOWN PIKE SUITE 400, PLYMOUTH MEETING, PA 19462
Preparer
Heath Wawrzynek
Phone
2156433900
Raw XML Appendix357 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3PA
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0101890
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0101890
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0101890
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0STEPHEN B KLEIN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01600 MARKET STREET SUITE 3150
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PHILADELPHIA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0PA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd019103
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0PA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02157519600
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0UNRESTRICTED CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0JEWISH FEDERATION OF GREATER PHILADELPHIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02100 ARCH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PHILADELPHIA
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0100000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt071072
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt030818
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt098763
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0101890
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt027691
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt030818
OtherIncreasesSchedule/OtherIncreasesDetail/Amt05034
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0CHANGE IN VALUE OF INVESTMENTS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt05166
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0HAWTHORN INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt05166
TaxesSchedule/TaxesDetail/Amt01029
TaxesSchedule/TaxesDetail/Amt1186
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAXES ESTIMATE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01029
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN B KLEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MANAGING TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02157519600
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE MIRIAM KLEIN CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MIRI
ReturnHeader/Filer/EIN0386926657
ReturnHeader/Filer/PhoneNum02157519600
ReturnHeader/Filer/USAddress/AddressLine1Txt01600 MARKET STREET NO 3150
ReturnHeader/Filer/USAddress/CityNm0PHILADELPHIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019103
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0610 W GERMANTOWN PIKE SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PLYMOUTH MEETING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019462
ReturnHeader/PreparerPersonGrp/PhoneNum02156433900
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HEATH WAWRZYNEK
ReturnHeader/ReturnTs02021-05-12T13:40:56-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0STEPHEN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KLEIN
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
$1,641,939
Liabilities
$1
Net assets
$1,641,939
Revenue
$40,902
Expenses
$110,161
Net income
-$69,259
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.19$0.11$0.08
2023Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.04$0.11$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.11$0.12$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.14$0.11$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.04$0.11$0.07
2019Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.05$0.14$0.09
2018Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.08$0.12$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.13$0.11$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$0.08$0.12$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.08$0.13$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.08$0.03$0.05
2013Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.11$0.13$0.02
2012Summary only. Only limited summary data is available for this year.$1.88$0.00$0.05$0.11$0.06
2011Summary only. Only limited summary data is available for this year.$1.93$0.00$0.04$0.11$0.07
Peer Organizations

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