Civic Intelligence

Celia Kleinfeld Krichman Charitable Tr Trust

990PF • Fiscal year 2016 • EIN 54-6388303

Jan 01, 2016 to Dec 31, 2016 • Filed on Sep 26, 2017

Organization Profile
101 W Main Street Suite 920Norfolk, VA 23510

(757) 627-1066

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Net Margin

8th percentile

-82%

Higher net margin than 8% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Asset Growth

6th percentile

-25%

Faster asset growth than 6% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

94th percentile

121%

Faster revenue growth than 94% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$532,795

Down $173,332 (-25%) from 2015

Net Assets

Down

$532,795

Down $148,217 (-22%) from 2015

Liabilities

Down

$0

Down $25,115 (-100%) from 2015

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin8th percentile

Revenue

Up

$109,696

Up $60,153 (+121%) from 2015

Expenses

Up

$199,951

Up $61,872 (+45%) from 2015

Net Income

Down

-$90,255

Down $1,719 (-1.9%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth6th percentile

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

$1.5M$1.0M$500K$0Assets 2010: $1,247,016Liabilities 2010: $02010Assets 2011: $860,082Liabilities 2011: $02011Assets 2012: $674,306Liabilities 2012: $02012Assets 2013: $501,706Liabilities 2013: $02013Assets 2014: $553,376Liabilities 2014: $0Net Assets 2014: $553,3762014Assets 2015: $706,127Liabilities 2015: $25,115Net Assets 2015: $681,0122015Assets 2016: $532,795Liabilities 2016: $0Net Assets 2016: $532,7952016Assets 2017: $1,175,327Liabilities 2017: $0Net Assets 2017: $1,175,3272017Assets 2018: $1,442,367Liabilities 2018: $0Net Assets 2018: $1,442,3672018Assets 2019: $1,334,084Liabilities 2019: $253Net Assets 2019: $1,333,8312019Assets 2020: $737,896Liabilities 2020: $0Net Assets 2020: $737,8962020Assets 2021: $302,476Liabilities 2021: $0Net Assets 2021: $302,4762021Assets 2022: $334,802Liabilities 2022: $0Net Assets 2022: $334,8022022Assets 2023: $1,253,374Liabilities 2023: $12023Assets 2025: $0Liabilities 2025: $0Net Assets 2025: $02025

Highlighted filing

2016

Assets$532,795
Liabilities$0
Net Assets$532,795
Open 2016 Filing

Operations Trend

Revenue Growth94th percentile

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

$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2010: $9,489Expenses 2010: $32,519Net Income 2010: -$23,0302010Revenue 2011: -$102,393Expenses 2011: $20,048Net Income 2011: -$122,4412011Revenue 2012: -$75,634Expenses 2012: $30,566Net Income 2012: -$106,2002012Revenue 2013: -$96,537Expenses 2013: $43,326Net Income 2013: -$139,8632013Revenue 2014: $177,761Expenses 2014: $69,701Net Income 2014: $108,0602014Revenue 2015: $49,543Expenses 2015: $138,079Net Income 2015: -$88,5362015Revenue 2016: $109,696Expenses 2016: $199,951Net Income 2016: -$90,2552016Revenue 2017: $799,411Expenses 2017: $140,481Net Income 2017: $658,9302017Revenue 2018: $450,194Expenses 2018: $183,803Net Income 2018: $266,3912018Revenue 2019: $55,568Expenses 2019: $175,164Net Income 2019: -$119,5962019Revenue 2020: -$107,729Expenses 2020: $141,330Net Income 2020: -$249,0592020Revenue 2021: $141,498Expenses 2021: $194,147Net Income 2021: -$52,6492021Revenue 2022: $197,748Expenses 2022: $167,194Net Income 2022: $30,5542022Revenue 2023: $963,578Expenses 2023: $48,443Net Income 2023: $915,1352023Revenue 2025: $46,385Expenses 2025: $1,501,099Net Income 2025: -$1,454,7142025

Highlighted filing

2016

Revenue$109,696
Expenses$199,951
Net Income-$90,255
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Sep 26, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
EDWARD S STEINTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Celia Kleinfeld Krichman Charitable
EIN
54-6388303
Phone
7576271066
Address
101 W MAIN STREET SUITE 920, NORFOLK, VA 23510

Signing Officer

Name
Edward S Stein
Title
Trustee
Phone
7576271066
Signed
2017-09-26
Discuss with paid preparer
Yes

Preparer

Firm
Wall Einhorn & Chernitzer Pc
Address
150 W MAIN ST SUITE 1200, NORFOLK, VA 23510
Preparer
Shirley C Baldwin
Phone
7576254700
Raw XML Appendix361 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/AddressChangeInd0X
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0920
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt36000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt45000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EXEMPT PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1EXEMPT PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2EXEMPT PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3EXEMPT PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4EXEMPT PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BETH SHOLOM VILLAGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1CONGREGATION BETH EL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2HEBREW ACADEMY OF TIDEWATER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3JEWISH FAMILY SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4UNITED JEWISH FEDERATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt05401 AUBURN DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1422 SHIRLEY AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt25000 CORPORATE WOODS DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3260 GRAYSON ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt45000 CORPORATE WOODS DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0VIRGINIA BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NORFOLK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2VIRGINIA BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3VIRGINIA BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4VIRGINIA BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd023464
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd123517
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd223462
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd323462
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd423462
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0104350
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt061970
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt049580
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0116624
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0111550
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt054654
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt049580
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0W&M LEGALS FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt07200
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt014400
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt07200
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0560828
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0PARTNERSHIP - SOTHERLY HOTELS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0487729
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt02263331
OtherDecreasesSchedule/OtherDecreasesDetail/Amt057962
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0BOOK/TAX DIFFERENCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BAD DEBT EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt081080
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt031167
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt13021
OtherIncomeSchedule2/OtherIncomeDetail/Desc0INCOME FROM SOTHERLY HOTELS
OtherIncomeSchedule2/OtherIncomeDetail/Desc1OTHER INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt031167
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt13021
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt031167
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt13021
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt025115
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0PAYABLE TO DAVENPORT
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt00
TaxesSchedule/TaxesDetail/Amt0121
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0EDWARD S STEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07576271066
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-09-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CELIA KLEINFELD KRICHMAN CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRUST
ReturnHeader/Filer/BusinessNameControlTxt0CELI
ReturnHeader/Filer/EIN0546388303
ReturnHeader/Filer/PhoneNum07576271066
ReturnHeader/Filer/USAddress/AddressLine1Txt0101 W MAIN STREET SUITE 920
ReturnHeader/Filer/USAddress/CityNm0NORFOLK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd023510
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId08A5F6215342FEF06EF6351FC0AC2783D2EFE7247
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08F53CAB8DA7994E076C579F79CE7E778EA01C311
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt098.164.57.250
ReturnHeader/FilingSecurityInformation/IPDt02017-09-26
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm014:06:39
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0541517420
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WALL EINHORN & CHERNITZER PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0150 W MAIN ST SUITE 1200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NORFOLK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd023510
ReturnHeader/PreparerPersonGrp/PhoneNum07576254700
ReturnHeader/PreparerPersonGrp/PreparationDt02017-09-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHIRLEY C BALDWIN
ReturnHeader/ReturnTs02017-09-29T13:38:56-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$532,795
Liabilities
$0
Net assets
$532,795
Revenue
$109,696
Expenses
$199,951
Net income
-$90,255
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.05$1.50$1.45
2023Summary only. Only limited summary data is available for this year.$1.25$0.00$0.96$0.05$0.92
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.33$0.00$0.33$0.20$0.17$0.03
2021Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$0.14$0.19$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.74$0.00$0.74$0.11$0.14$0.25
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.33$0.00$1.33$0.06$0.18$0.12
2018Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.45$0.18$0.27
2017Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.80$0.14$0.66
2016Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.11$0.20$0.09
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.71$0.03$0.68$0.05$0.14$0.09
2014Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$0.18$0.07$0.11
2013Summary only. Only limited summary data is available for this year.$0.50$0.00$0.10$0.04$0.14
2012Summary only. Only limited summary data is available for this year.$0.67$0.00$0.08$0.03$0.11
2011Summary only. Only limited summary data is available for this year.$0.86$0.00$0.10$0.02$0.12
2010Summary only. Only limited summary data is available for this year.$1.25$0.00$0.01$0.03$0.02