Civic Intelligence

The Thomas R Kline Foundation

990PF • Fiscal year 2020 • EIN 38-7066678

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 01, 2021

Organization Profile
1525 Locust St 19th FloorPhiladelphia, PA 19102

(215) 772-1000

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

17th percentile

0.00x

Higher debt load relative to revenue than 17% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Net Margin

98th percentile

98%

Higher net margin than 98% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

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

2020 filings • $10M-$25M nonprofits • Source year 2020

Asset Growth

86th percentile

31%

Faster asset growth than 86% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

18th percentile

-27%

Faster revenue growth than 18% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$20,899,379

Up $4,918,761 (+31%) from 2019

Net Assets

Up

$20,899,379

Up $4,918,761 (+31%) from 2019

Liabilities

Up

$1

Up $1 from 2019

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin98th percentile

Revenue

Down

$5,193,562

Down $1,956,279 (-27%) from 2019

Expenses

Up

$125,567

Up $2,491 (+2.0%) from 2019

Net Income

Down

$5,067,995

Down $1,958,770 (-28%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

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

$40M$30M$20M$10M$0Assets 2013: $14,431,983Liabilities 2013: $0Net Assets 2013: $14,431,9832013Assets 2014: $4,526,198Liabilities 2014: $0Net Assets 2014: $4,526,1982014Assets 2015: $3,120,613Liabilities 2015: $0Net Assets 2015: $3,120,6132015Assets 2016: $5,811,376Liabilities 2016: $0Net Assets 2016: $5,811,3762016Assets 2017: $9,600,912Liabilities 2017: $0Net Assets 2017: $9,600,9122017Assets 2018: $11,122,441Liabilities 2018: $0Net Assets 2018: $11,122,4412018Assets 2019: $15,980,618Liabilities 2019: $0Net Assets 2019: $15,980,6182019Assets 2020: $20,899,379Liabilities 2020: $1Net Assets 2020: $20,899,3792020Assets 2021: $29,965,846Liabilities 2021: $0Net Assets 2021: $29,965,8462021Assets 2022: $24,600,658Liabilities 2022: $0Net Assets 2022: $24,600,6582022Assets 2023: $21,462,986Liabilities 2023: $0Net Assets 2023: $21,462,9862023Assets 2024: $33,595,934Liabilities 2024: $0Net Assets 2024: $33,595,9342024

Highlighted filing

2020

Assets$20,899,379
Liabilities$1
Net Assets$20,899,379
Open 2020 Filing

Operations Trend

Revenue Growth18th percentile

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

$20M$10M$0-$10MRevenue 2013: $7,212,957Expenses 2013: $30,976Net Income 2013: $7,181,9812013Revenue 2014: $163,577Expenses 2014: $10,069,362Net Income 2014: -$9,905,7852014Revenue 2015: $86,847Expenses 2015: $1,492,432Net Income 2015: -$1,405,5852015Revenue 2016: $2,710,531Expenses 2016: $19,768Net Income 2016: $2,690,7632016Revenue 2017: $7,756,862Expenses 2017: $1,038,717Net Income 2017: $6,718,1452017Revenue 2018: $1,570,347Expenses 2018: $48,818Net Income 2018: $1,521,5292018Revenue 2019: $7,149,841Expenses 2019: $123,076Net Income 2019: $7,026,7652019Revenue 2020: $5,193,562Expenses 2020: $125,567Net Income 2020: $5,067,9952020Revenue 2021: $9,310,047Expenses 2021: $227,427Net Income 2021: $9,082,6202021Revenue 2022: $122,952Expenses 2022: $5,478,373Net Income 2022: -$5,355,4212022Revenue 2023: $8,444,413Expenses 2023: $11,572,788Net Income 2023: -$3,128,3752023Revenue 2024: $13,703,522Expenses 2024: $1,589,868Net Income 2024: $12,113,6542024

Highlighted filing

2020

Revenue$5,193,562
Expenses$125,567
Net Income$5,067,995
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 1, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS R KLINETrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Thomas R Kline Foundation
EIN
38-7066678
Phone
2157721000
Address
1525 LOCUST ST 19TH FLOOR, PHILADELPHIA, PA 19102

Signing Officer

Name
Thomas R Kline
Title
Trustee
Phone
2157721000
Signed
2021-11-01
Discuss with paid preparer
Yes

Preparer

Firm
Baker Tilly US Llp
Address
1650 MARKET STREET SUITE 4500, PHILADELPHIA, PA 19103-7341
Preparer
Michael S Kehoe CPA
Phone
2159720701
Raw XML Appendix297 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/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
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IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0972192
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0957422
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0665268
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01548983
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0957422
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0591561
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0665268
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0665268
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt014770
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01256829
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IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
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TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
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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
$20,899,379
Liabilities
$1
Net assets
$20,899,379
Revenue
$5,193,562
Expenses
$125,567
Net income
$5,067,995
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.6$0.00$33.6$13.7$1.59$12.1
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.5$0.00$21.5$8.44$11.6$3.13
2022Detailed filing. Detailed filing data is available for this year.$24.6$0.00$24.6$0.12$5.48$5.36
2021Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$30.0$0.00$30.0$9.31$0.23$9.08
2020Detailed filing. Detailed filing data is available for this year.$20.9$0.00$20.9$5.19$0.13$5.07
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.0$0.00$16.0$7.15$0.12$7.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.1$0.00$11.1$1.57$0.05$1.52
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.60$0.00$9.60$7.76$1.04$6.72
2016Detailed filing. Detailed filing data is available for this year.$5.81$0.00$5.81$2.71$0.02$2.69
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.12$0.00$3.12$0.09$1.49$1.41
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.53$0.00$4.53$0.16$10.1$9.91
2013Detailed filing. Detailed filing data is available for this year.$14.4$0.00$14.4$7.21$0.03$7.18