Civic Intelligence

Beth and Michael Klein Charitable Foundation

990PF • Fiscal year 2022 • EIN 46-1520338

Jan 01, 2022 to Dec 31, 2022 • Filed on May 12, 2023

1 Sutton Place South 8ANyc, NY 10022

(212) 861-9851

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.00x

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

2022 filings • NTEE T20 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

71st percentile

0.00x

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

2022 filings • NTEE T20 • <$500k nonprofits • Source year 2022

Net Margin

97th percentile

100%

Higher net margin than 97% of similar nonprofits.

2022 filings • NTEE T20 • <$500k nonprofits • Source year 2022

Top Officer Pay

92nd percentile

$0

Higher top officer pay than 92% of similar nonprofits.

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

2022 filings • NTEE T20 • <$500k nonprofits • Source year 2022

Asset Growth

67th percentile

0.2%

Faster asset growth than 67% of similar nonprofits.

2022 filings • NTEE T20 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

12th percentile

-96%

Faster revenue growth than 12% of similar nonprofits.

2022 filings • NTEE T20 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Up

$61,513

Up $120 (+0.2%) from 2021

Net Assets

Up

$61,513

Up $120 (+0.2%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Down

$120

Down $3,218 (-96%) from 2021

Expenses

Down

$0

Down $3,335 (-100%) from 2021

Net Income

Up

$120

Up $117 (+3900%) from 2021

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2012: $1,000,000Liabilities 2012: $02012Assets 2013: $920,564Liabilities 2013: $02013Assets 2014: $878,046Liabilities 2014: $02014Assets 2015: $721,117Liabilities 2015: $0Net Assets 2015: $721,1172015Assets 2019: $64,653Liabilities 2019: $02019Assets 2020: $61,390Liabilities 2020: $0Net Assets 2020: $61,3902020Assets 2021: $61,393Liabilities 2021: $0Net Assets 2021: $61,3932021Assets 2022: $61,513Liabilities 2022: $0Net Assets 2022: $61,5132022Assets 2023: $61,803Liabilities 2023: $12023Assets 2024: $11,885Liabilities 2024: $0Net Assets 2024: $11,8852024

Highlighted filing

2022

Assets$61,513
Liabilities$0
Net Assets$61,513

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2012: $1,000,000Expenses 2012: $0Net Income 2012: $1,000,0002012Revenue 2013: $89Expenses 2013: $79,525Net Income 2013: -$79,4362013Revenue 2014: $84Expenses 2014: $42,602Net Income 2014: -$42,5182014Revenue 2015: $73Expenses 2015: $157,002Net Income 2015: -$156,9292015Revenue 2019: $300,157Expenses 2019: $356,461Net Income 2019: -$56,3042019Revenue 2020: $300,047Expenses 2020: $303,310Net Income 2020: -$3,2632020Revenue 2021: $3,338Expenses 2021: $3,335Net Income 2021: $32021Revenue 2022: $120Expenses 2022: $0Net Income 2022: $1202022Revenue 2023: $2,160Expenses 2023: $1,870Net Income 2023: $2902023Revenue 2024: $282Expenses 2024: $50,000Net Income 2024: -$49,7182024

Highlighted filing

2022

Revenue$120
Expenses$0
Net Income$120
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 12, 2023
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BETH KLEINTrustee-$0--
MICHAEL KLEINTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Beth & Michael Klein Charitable
EIN
46-1520338
Phone
2128619851
Address
1 SUTTON PLACE SOUTH 8A, NYC, NY 10022

Signing Officer

Name
Beth Klein
Title
Trustee
Signed
2023-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Cohen Phillips & Seiden Llp
Address
6900 JERICHO TURNPIKE SUITE 300, SYOSSET, NY 11791
Preparer
Gary Phillips
Phone
5166299057
Raw XML Appendix182 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/ReturnTypeCd0990PF
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ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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