Civic Intelligence

Peter H Kling Memorial Charitable Trust

EIN 58-1551422 • Memphis, TN

3646 Cowden AveMemphis, TN 38111
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

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

Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

11th percentile

-111%

Higher net margin than 11% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

96th percentile

278%

Faster revenue growth than 96% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $44,514 (-100%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$44,797

Up $283 (+0.6%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin11th percentile

Revenue

Up

$1,545

Up $1,136 (+278%) from 2023

Expenses

Up

$3,267

Up $2,817 (+626%) from 2023

Net Income

Down

-$1,722

Down $1,681 (-4100%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

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

$100K$50K$0Assets 2011: $45,550Liabilities 2011: $02011Assets 2012: $51,561Liabilities 2012: $02012Assets 2013: $61,474Liabilities 2013: $02013Assets 2014: $63,860Liabilities 2014: $02014Assets 2015: $59,845Liabilities 2015: $02015Assets 2019: $77,661Liabilities 2019: $02019Assets 2020: $85,493Liabilities 2020: $0Net Assets 2020: $85,4932020Assets 2021: $78,630Liabilities 2021: $0Net Assets 2021: $78,6302021Assets 2022: $42,306Liabilities 2022: $0Net Assets 2022: $42,3062022Assets 2023: $44,514Liabilities 2023: $0Net Assets 2023: $44,5142023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $44,7972024

Highlighted filing

2024

Assets$0
Liabilities$0
Net Assets$44,797
Open 2024 Filing

Operations Trend

Revenue Growth96th percentile

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

$30K$20K$10K$0-$10K-$20KRevenue 2011: $1,116Expenses 2011: $1,294Net Income 2011: -$1782011Revenue 2012: $1,283Expenses 2012: $1,644Net Income 2012: -$3612012Revenue 2013: $1,017Expenses 2013: $4,381Net Income 2013: -$3,3642013Revenue 2014: $2,299Expenses 2014: $1,698Net Income 2014: $6012014Revenue 2015: $2,171Expenses 2015: $2,093Net Income 2015: $782015Revenue 2019: $3,578Expenses 2019: $225Net Income 2019: $3,3532019Revenue 2020: -$1,603Expenses 2020: $226Net Income 2020: -$1,8292020Revenue 2021: $12,445Expenses 2021: $20,350Net Income 2021: -$7,9052021Revenue 2022: $6,867Expenses 2022: $20,350Net Income 2022: -$13,4832022Revenue 2023: $409Expenses 2023: $450Net Income 2023: -$412023Revenue 2024: $1,545Expenses 2024: $3,267Net Income 2024: -$1,7222024

Highlighted filing

2024

Revenue$1,545
Expenses$3,267
Net Income-$1,722
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$0
Liabilities
$0
Net assets
$44,797
Revenue
$1,545
Expenses
$3,267
Net income
-$1,722
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$44.8$1.55$3.27$1.72
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$44.5$0.00$44.5$0.41$0.45$0.04
2022Detailed filing. Detailed filing data is available for this year.$42.3$0.00$42.3$6.87$20.4$13.5
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$78.6$0.00$78.6$12.4$20.4$7.91
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$85.5$0.00$85.5$1.60$0.23$1.83
2019Summary only. Only limited summary data is available for this year.$77.7$0.00$3.58$0.23$3.35
2015Summary only. Only limited summary data is available for this year.$59.8$0.00$2.17$2.09$0.08
2014Summary only. Only limited summary data is available for this year.$63.9$0.00$2.30$1.70$0.60
2013Summary only. Only limited summary data is available for this year.$61.5$0.00$1.02$4.38$3.36
2012Summary only. Only limited summary data is available for this year.$51.6$0.00$1.28$1.64$0.36
2011Summary only. Only limited summary data is available for this year.$45.6$0.00$1.12$1.29$0.18
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Feb 20, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANN R KLINGTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Peter H Kling Memorial Charitable Trust
EIN
58-1551422
Phone
9014585893
Address
3646 COWDEN AVE, MEMPHIS, TN 38111

Signing Officer

Name
Ann Kling
Title
Trustee
Phone
9014585893
Signed
2025-02-20
Discuss with paid preparer
No

Preparer

Firm
Hrb Tax Group Inc
Address
1301 MAIN ST STE 104E, KANSAS CITY, MO 64105
Preparer
Monice Robinson
Phone
8004725625
Raw XML Appendix172 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.

Path#Value
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt044514
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt044514
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0672
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt044797
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt02206
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt044125
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt044797
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt03646 COWDEN AVE
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IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0false
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0false
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
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OtherIncreasesSchedule/OtherIncreasesDetail/Amt02005
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0INCREASE IN STOCK MUTUAL FUNDS
TaxesSchedule/TaxesDetail/Amt02842
TaxesSchedule/TaxesDetail/CategoryTxt0IRS
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0ANN KLING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09014585893
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PETER H KLING MEMORIAL CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0PETE
ReturnHeader/Filer/EIN0581551422
ReturnHeader/Filer/PhoneNum09014585893
ReturnHeader/Filer/USAddress/AddressLine1Txt03646 COWDEN AVE
ReturnHeader/Filer/USAddress/CityNm0MEMPHIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd038111
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431871840
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01301 MAIN ST STE 104E
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KANSAS CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd064105
ReturnHeader/PreparerPersonGrp/PhoneNum08004725625
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Monice Robinson
ReturnHeader/ReturnTs02025-08-04T21:31:41Z
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. <$500k nonprofits