Civic Intelligence

Stephen Klotz Family Foundation

EIN 47-4307735 • Grand Rapids, MI

Pub. 78 Eligible
3755 36th St SEGrand Rapids, MI 49512
Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Net Margin

95th percentile

82%

Higher net margin than 95% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

25th percentile

$0

Higher top officer pay than 25% of similar nonprofits.

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

$10M-$25M nonprofits • Source year 2024

Asset Growth

86th percentile

24%

Faster asset growth than 86% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

85th percentile

78%

Faster revenue growth than 85% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$12,030,151

Up $2,323,137 (+24%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$12,030,151

Up $2,323,137 (+24%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin95th percentile

Revenue

Up

$2,831,916

Up $1,242,471 (+78%) from 2023

Expenses

Up

$508,779

Up $62,358 (+14%) from 2023

Net Income

Up

$2,323,137

Up $1,180,113 (+103%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth86th percentile

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

$15M$10M$5.0M$0Assets 2022: $8,563,990Liabilities 2022: $0Net Assets 2022: $8,563,9902022Assets 2023: $9,707,014Liabilities 2023: $0Net Assets 2023: $9,707,0142023Assets 2024: $12,030,151Liabilities 2024: $0Net Assets 2024: $12,030,1512024

Highlighted filing

2024

Assets$12,030,151
Liabilities$0
Net Assets$12,030,151
Open 2024 Filing

Operations Trend

Revenue Growth85th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Revenue 2022: $3,300,218Expenses 2022: $389,269Net Income 2022: $2,910,9492022Revenue 2023: $1,589,445Expenses 2023: $446,421Net Income 2023: $1,143,0242023Revenue 2024: $2,831,916Expenses 2024: $508,779Net Income 2024: $2,323,1372024

Highlighted filing

2024

Revenue$2,831,916
Expenses$508,779
Net Income$2,323,137
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$12,030,151
Liabilities
$0
Net assets
$12,030,151
Revenue
$2,831,916
Expenses
$508,779
Net income
$2,323,137
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$12.0$0.00$12.0$2.83$0.51$2.32
2023Detailed filing. Detailed filing data is available for this year.$9.71$0.00$9.71$1.59$0.45$1.14
2022Detailed filing. Detailed filing data is available for this year.$8.56$0.00$8.56$3.30$0.39$2.91
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 Pay25th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHEN J KLOTZTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Stephen Klotz Family Foundation
EIN
47-4307735
In Care Of
% STEPHEN J KLOTZ
Phone
6169570398
Address
3755 36TH ST SE, GRAND RAPIDS, MI 49512

Signing Officer

Name
Stephen Klotz
Title
Trustee
Phone
6169570398
Signed
2025-05-15

Preparer

Firm
Bdo USA
Address
200 OTTAWA AVE NW STE 300, GRAND RAPIDS, MI 49503
Raw XML Appendix249 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/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/ReturnTs02025-05-09T10:07:09-04:00
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ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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