Civic Intelligence

Klingstein Foundation

990PF • Fiscal year 2023 • EIN 54-6052224

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 22, 2024

Organization Profile
P O Box 1124Harrisonburg, VA 22803

(540) 421-3202

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

9th percentile

-95%

Higher net margin than 9% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

57th percentile

2.6%

Faster asset growth than 57% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

61st percentile

14%

Faster revenue growth than 61% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$189,398

Up $4,863 (+2.6%) from 2022

Net Assets

Up

$189,398

Up $4,863 (+2.6%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin9th percentile

Revenue

Up

$8,873

Up $1,090 (+14%) from 2022

Expenses

Up

$17,329

Up $3,065 (+21%) from 2022

Net Income

Down

-$8,456

Down $1,975 (-30%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$300K$200K$100K$0Assets 2010: $294,404Liabilities 2010: $02010Assets 2011: $290,311Liabilities 2011: $02011Assets 2012: $274,183Liabilities 2012: $02012Assets 2013: $267,292Liabilities 2013: $02013Assets 2014: $253,345Liabilities 2014: $0Net Assets 2014: $253,3452014Assets 2015: $236,452Liabilities 2015: $0Net Assets 2015: $236,4522015Assets 2016: $228,051Liabilities 2016: $0Net Assets 2016: $228,0512016Assets 2017: $225,262Liabilities 2017: $0Net Assets 2017: $225,2622017Assets 2018: $205,738Liabilities 2018: $0Net Assets 2018: $205,7382018Assets 2019: $209,216Liabilities 2019: $0Net Assets 2019: $209,2162019Assets 2020: $198,962Liabilities 2020: $0Net Assets 2020: $198,9622020Assets 2021: $210,718Liabilities 2021: $0Net Assets 2021: $210,7182021Assets 2022: $184,535Liabilities 2022: $0Net Assets 2022: $184,5352022Assets 2023: $189,398Liabilities 2023: $0Net Assets 2023: $189,3982023Assets 2024: $203,678Liabilities 2024: $0Net Assets 2024: $203,6782024

Highlighted filing

2023

Assets$189,398
Liabilities$0
Net Assets$189,398
Open 2023 Filing

Operations Trend

Revenue Growth61st percentile

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

$30K$20K$10K$0-$10K-$20KRevenue 2010: $12,487Expenses 2010: $7,366Net Income 2010: $5,1212010Revenue 2011: $17,000Expenses 2011: $730Net Income 2011: $16,2702011Revenue 2012: $8,476Expenses 2012: $18,378Net Income 2012: -$9,9022012Revenue 2013: $2,222Expenses 2013: $20,225Net Income 2013: -$18,0032013Revenue 2014: $4,078Expenses 2014: $20,133Net Income 2014: -$16,0552014Revenue 2015: $3,637Expenses 2015: $16,791Net Income 2015: -$13,1542015Revenue 2016: $4,207Expenses 2016: $16,607Net Income 2016: -$12,4002016Revenue 2017: $5,870Expenses 2017: $16,805Net Income 2017: -$10,9352017Revenue 2018: $6,216Expenses 2018: $17,090Net Income 2018: -$10,8742018Revenue 2019: $6,550Expenses 2019: $17,210Net Income 2019: -$10,6602019Revenue 2020: $3,279Expenses 2020: $18,122Net Income 2020: -$14,8432020Revenue 2021: $8,147Expenses 2021: $19,464Net Income 2021: -$11,3172021Revenue 2022: $7,783Expenses 2022: $14,264Net Income 2022: -$6,4812022Revenue 2023: $8,873Expenses 2023: $17,329Net Income 2023: -$8,4562023Revenue 2024: $16,832Expenses 2024: $14,435Net Income 2024: $2,3972024

Highlighted filing

2023

Revenue$8,873
Expenses$17,329
Net Income-$8,456
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 22, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DONALD KOONTZPresident-$0--
ROBERT GILLETTEVice Preside-$0--
DAVID KOONTZSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Klingstein Foundation
EIN
54-6052224
Phone
5404213202
Address
P O BOX 1124, HARRISONBURG, VA 22803

Signing Officer

Name
Donald Koontz
Title
President
Signed
2024-04-22

Preparer

Firm
Advantage Accounting & Tax Solutions Inc
Address
721 N MAIN ST, HARRISONBURG, VA 22802
Preparer
Kirk B Knott CPA
Phone
5404341706
Raw XML Appendix313 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/RecipientUSAddress/AddressLine1Txt1225 S LIBERTY STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0HARRISONBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1HARRISONBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2HARRISONBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3CHARLOTTESVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4NEW ORLEANS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5VERONA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6HARRISONBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7HARRISONBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8SANTA MONICA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9HARRISONBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10HARRISONBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm11WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm12HARRISONBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4LA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd10VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd11DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd12VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd022802
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd122801
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd222802
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd322904
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd470151
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd524482
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd622801
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd722802
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd890405
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd922801
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1022803
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd11200908204
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1222801
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt010550
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt013000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt011200
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0108
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt010100
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt010100
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt034858
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt010550
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt013000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt011200
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0108
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt010550
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt010550
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt044958
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt034408
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0128855
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0SCOTT & STRINGFELLOW INVESTMENT A/C
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0151047
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0151047
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2P O BOX RENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt06
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1354
OtherIncreasesSchedule/OtherIncreasesDetail/Amt013319
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0NET UNREALIZED GAIN ON INVESTMENTS
TaxesSchedule/TaxesDetail/Amt0108
TaxesSchedule/TaxesDetail/CategoryTxt02021 TAX ON INVESTMENT INCOME
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DONALD KOONTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KLINGSTEIN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0KLIN
ReturnHeader/Filer/EIN0546052224
ReturnHeader/Filer/PhoneNum05404213202
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 1124
ReturnHeader/Filer/USAddress/CityNm0HARRISONBURG
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd022803
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0260004840
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ADVANTAGE ACCOUNTING & TAX SOLUTIONS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0721 N MAIN ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HARRISONBURG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd022802
ReturnHeader/PreparerPersonGrp/PhoneNum05404341706
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KIRK B KNOTT CPA
ReturnHeader/ReturnTs02024-05-14T10:54:27-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DON
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KOONTZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$189,398
Liabilities
$0
Net assets
$189,398
Revenue
$8,873
Expenses
$17,329
Net income
-$8,456
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.04$0.00$2.04$0.17$0.14$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.09$0.17$0.08
2022Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.08$0.14$0.06
2021Detailed filing. Detailed filing data is available for this year.$2.11$0.00$2.11$0.08$0.19$0.11
2020Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.03$0.18$0.15
2019Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$0.07$0.17$0.11
2018Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$0.06$0.17$0.11
2017Detailed filing. Detailed filing data is available for this year.$2.25$0.00$2.25$0.06$0.17$0.11
2016Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$0.04$0.17$0.12
2015Detailed filing. Detailed filing data is available for this year.$2.36$0.00$2.36$0.04$0.17$0.13
2014Detailed filing. Detailed filing data is available for this year.$2.53$0.00$2.53$0.04$0.20$0.16
2013Summary only. Only limited summary data is available for this year.$2.67$0.00$0.02$0.20$0.18
2012Summary only. Only limited summary data is available for this year.$2.74$0.00$0.08$0.18$0.10
2011Summary only. Only limited summary data is available for this year.$2.90$0.00$0.17$0.01$0.16
2010Summary only. Only limited summary data is available for this year.$2.94$0.00$0.12$0.07$0.05