Civic Intelligence

Anna Carolina and Soo Kim Foundation

EIN 45-3934546 • Amenia, NY

29 Bockee LaneAmenia, NY 12501
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

61st percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

100th percentile

1232%

Higher net margin than 100% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

<$500k nonprofits • Source year 2024

Asset Growth

19th percentile

-45%

Faster asset growth than 19% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$383,298

Down $308,085 (-45%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$383,298

Down $308,085 (-45%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$25,016

Down $42,692 (-242%) from 2023

Expenses

Up

$283,069

Up $169,424 (+149%) from 2023

Net Income

Down

-$308,085

Down $212,116 (-221%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth19th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2011: $0Liabilities 2011: $0Net Assets 2011: $02011Assets 2012: $32,292Liabilities 2012: $0Net Assets 2012: $32,2922012Assets 2013: $127,487Liabilities 2013: $0Net Assets 2013: $127,4872013Assets 2014: $85,983Liabilities 2014: $0Net Assets 2014: $85,9832014Assets 2015: $92,242Liabilities 2015: $0Net Assets 2015: $92,2422015Assets 2016: $1,423,757Liabilities 2016: $0Net Assets 2016: $1,423,7572016Assets 2017: $1,280,071Liabilities 2017: $0Net Assets 2017: $1,280,0712017Assets 2018: $1,068,364Liabilities 2018: $0Net Assets 2018: $1,068,3642018Assets 2019: $1,124,681Liabilities 2019: $0Net Assets 2019: $1,124,6812019Assets 2020: $1,221,028Liabilities 2020: $0Net Assets 2020: $1,221,0282020Assets 2021: $1,063,881Liabilities 2021: $0Net Assets 2021: $1,063,8812021Assets 2022: $787,352Liabilities 2022: $0Net Assets 2022: $787,3522022Assets 2023: $691,383Liabilities 2023: $0Net Assets 2023: $691,3832023Assets 2024: $383,298Liabilities 2024: $0Net Assets 2024: $383,2982024

Highlighted filing

2024

Assets$383,298
Liabilities$0
Net Assets$383,298
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500KExpenses 2011: $02011Expenses 2012: $1,7882012Revenue 2013: $101,061Expenses 2013: $7,867Net Income 2013: $93,1942013Revenue 2014: $481Expenses 2014: $42,192Net Income 2014: -$41,7112014Revenue 2015: $31,004Expenses 2015: $23,950Net Income 2015: $7,0542015Revenue 2016: $1,356,259Expenses 2016: $24,894Net Income 2016: $1,331,3652016Revenue 2017: $7,432Expenses 2017: $261,185Net Income 2017: -$253,7532017Revenue 2018: $14,059Expenses 2018: $200,180Net Income 2018: -$186,1212018Revenue 2019: $4,974Expenses 2019: $165,850Net Income 2019: -$160,8762019Revenue 2020: $5,051Expenses 2020: $161,207Net Income 2020: -$156,1562020Revenue 2021: -$3,235Expenses 2021: $323,064Net Income 2021: -$326,2992021Revenue 2022: $162,692Expenses 2022: $142,832Net Income 2022: $19,8602022Revenue 2023: $17,676Expenses 2023: $113,645Net Income 2023: -$95,9692023Revenue 2024: -$25,016Expenses 2024: $283,069Net Income 2024: -$308,0852024

Highlighted filing

2024

Revenue-$25,016
Expenses$283,069
Net Income-$308,085
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$383,298
Liabilities
$0
Net assets
$383,298
Revenue
-$25,016
Expenses
$283,069
Net income
-$308,085
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.38$0.03$0.28$0.31
2023Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$0.02$0.11$0.10
2022Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.16$0.14$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.00$0.32$0.33
2020Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.01$0.16$0.16
2019Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.00$0.17$0.16
2018Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.01$0.20$0.19
2017Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.01$0.26$0.25
2016Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$1.36$0.02$1.33
2015Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.03$0.02$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.00$0.04$0.04
2013Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$0.10$0.01$0.09
2012Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.00
2011Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 15, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SOOHYUNG KIMPresident-$0--
ANNA CAROLINA GUNNARSSONSec & Treasurer-$0--
YUNCHUNG MONICA KIM FELDERHOFVice-President-$0--
Filing and Contact Details

Filer

Filer Name
Anna Carolina and Soo Kim Foundation
EIN
45-3934546
In Care Of
% SOOHYUNG KIM
Phone
2126109175
Address
29 BOCKEE LANE, AMENIA, NY 12501

Signing Officer

Name
Soohyung Kim
Title
Trustee
Phone
2126109175
Signed
2025-05-15
Discuss with paid preparer
Yes

Preparer

Firm
CBIZ Advisors LLC
Address
68 SOUTH SERVICE ROAD STE 300, MELVILLE, NY 11747
Preparer
Keith M Blitzer
Phone
6314144000
Raw XML Appendix305 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/RecipientRelationshipTxt0NONE
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt030522
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0851323
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt089038
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0150433
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IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02020
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IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0738014
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LiquidationExplanationStmt/ExplanationTxt0SEE STATEMENT B ATTACHED
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0663438
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0INVESTMENT IN HOLBROOK ADVANTG
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0299923
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0299923
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0PORTFOLIO DED: PASS THRU K-1
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2PUBLICATION FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1170
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt011976
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt011976
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2170
OtherIncomeSchedule2/OtherIncomeDetail/Desc0SECTION 988: PASS THRU K-1
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt054
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt054
TaxesSchedule/TaxesDetail/Amt08642
TaxesSchedule/TaxesDetail/Amt11501
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX WITHHELD
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01501
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SOOHYUNG KIM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02126109175
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANNA CAROLINA AND SOO KIM FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ANNA
ReturnHeader/Filer/EIN0453934546
ReturnHeader/Filer/InCareOfNm0% SOOHYUNG KIM
ReturnHeader/Filer/PhoneNum02126109175
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ReturnHeader/Filer/USAddress/CityNm0AMENIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd012501
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CBIZ Advisors LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt068 SOUTH SERVICE ROAD STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MELVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011747
ReturnHeader/PreparerPersonGrp/PhoneNum06314144000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEITH M BLITZER
ReturnHeader/ReturnTs02025-05-23T11:06:13-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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