Civic Intelligence

Sam W Klein Charitable Foundation Inc.

990T • Fiscal year 2022 • EIN 65-0508555

Jan 01, 2022 to Dec 31, 2022 • Filed on Oct 25, 2023

Organization Profile
21301 Powerline Road Ste 204Boca Raton, FL 33433

(561) 482-8400

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2010: $4,393,924Liabilities 2010: $0Net Assets 2010: $4,393,9242010Assets 2011: $4,319,910Liabilities 2011: $0Net Assets 2011: $4,319,9102011Assets 2012: $4,251,515Liabilities 2012: $0Net Assets 2012: $4,251,5152012Assets 2013: $4,198,759Liabilities 2013: $0Net Assets 2013: $4,198,7592013Assets 2014: $4,138,737Liabilities 2014: $0Net Assets 2014: $4,138,7372014Assets 2015: $4,061,469Liabilities 2015: $0Net Assets 2015: $4,061,4692015Assets 2016: $3,960,063Liabilities 2016: $0Net Assets 2016: $3,960,0632016Assets 2017: $3,830,957Liabilities 2017: $0Net Assets 2017: $3,830,9572017Assets 2018: $3,634,658Liabilities 2018: $0Net Assets 2018: $3,634,6582018Assets 2019: $3,449,921Liabilities 2019: $0Net Assets 2019: $3,449,9212019Assets 2020: $3,293,412Liabilities 2020: $0Net Assets 2020: $3,293,4122020Assets 2021: $3,184,479Liabilities 2021: $0Net Assets 2021: $3,184,4792021Assets 2022: $2,982,328Liabilities 2022: $0Net Assets 2022: $2,982,3282022Assets 2023: $2,881,921Liabilities 2023: $0Net Assets 2023: $2,881,9212023Assets 2024: $2,844,178Liabilities 2024: $0Net Assets 2024: $2,844,1782024

Latest loaded filing

2024

Assets$2,844,178
Liabilities$0
Net Assets$2,844,178
Open 2024 Filing

Operations Trend

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

$400K$200K$0-$200K-$400KExpenses 2010: $184,8862010Expenses 2011: $265,0232011Expenses 2012: $269,2312012Revenue 2013: $195,933Expenses 2013: $248,728Net Income 2013: -$52,7952013Revenue 2014: $167,241Expenses 2014: $232,617Net Income 2014: -$65,3762014Revenue 2015: $155,789Expenses 2015: $233,057Net Income 2015: -$77,2682015Revenue 2016: $136,238Expenses 2016: $237,644Net Income 2016: -$101,4062016Revenue 2017: $84,144Expenses 2017: $213,250Net Income 2017: -$129,1062017Revenue 2018: $79,554Expenses 2018: $275,853Net Income 2018: -$196,2992018Revenue 2019: $60,251Expenses 2019: $244,988Net Income 2019: -$184,7372019Revenue 2020: $81,542Expenses 2020: $238,051Net Income 2020: -$156,5092020Revenue 2021: $129,827Expenses 2021: $238,760Net Income 2021: -$108,9332021Revenue 2022: $40,695Expenses 2022: $242,846Net Income 2022: -$202,1512022Revenue 2023: $85,930Expenses 2023: $180,744Net Income 2023: -$94,8142023Revenue 2024: $133,220Expenses 2024: $181,050Net Income 2024: -$47,8302024

Latest loaded filing

2024

Revenue$133,220
Expenses$181,050
Net Income-$47,830
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 25, 2023
Return Version
2022v7.0
Filing and Contact Details

Filer

Filer Name
Sam W Klein Charitable
EIN
65-0508555
Phone
5614828400
Address
21301 POWERLINE ROAD STE 204, BOCA RATON, FL 33433

Signing Officer

Name
William P Mccurry
Title
Secretary, Treasurer
Phone
5614828400
Signed
2023-10-25
Discuss with paid preparer
Yes

Preparer

Firm
Mccurry & Company
Address
21301 POWERLINE RD 204, BOCA RATON, FL 33433
Preparer
Betty Goldberg
Phone
5614828400
Raw XML Appendix75 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
IRS990T/BooksInCareOfDetail/PersonNm0WILLIAM P MCCURRY
IRS990T/BooksInCareOfDetail/PhoneNum05614828400
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt021301 POWERLINE RD 204
IRS990T/BooksInCareOfDetail/USAddress/CityNm0BOCA RATON
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd033433
IRS990T/BookValueAssetsEOYAmt02982328
IRS990T/ChangeInMethodOfAccountingInd0false
IRS990T/CharitableContributionsDedAmt0213
IRS990T/EstimatedTaxPaymentsAmt0542
IRS990T/ForeignAccountsQuestionInd0false
IRS990T/ForeignTrustQuestionInd0false
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/NetOperatingLossDeductionAmt00
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OverpaymentSection/OverpaymentAmt01207
IRS990T/OverpaymentSection/RefundAmt01207
IRS990T/PriorYearOverpaymentCreditAmt0858
IRS990TScheduleA/PrincipalBusinessActivityCd0523920
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt02130
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt02130
IRS990TScheduleA/TotUnrltTrdBusIncmAmt02130
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0UNRELATED BUSINESS ACTIVITY
IRS990TScheduleA/UBIBeforeNOLDedAmt02130
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt02130
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd0false
IRS990T/TaxableCorporationAmt0193
IRS990T/TaxableTrustAmt00
IRS990T/TaxLessCreditsAmt0193
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt01400
IRS990T/TotalTaxAmt0193
IRS990T/TotalTaxComputationAmt0193
IRS990T/TotalUBTIAmt0917
IRS990T/TotalUBTIBeforeNOLSpecificAmt01917
IRS990T/TotalUBTIBeforeSection199AAmt01917
IRS990T/TotalUBTIComputedAmt02130
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM P MCCURRY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY, TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05614828400
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAM W KLEIN CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0SAMW
ReturnHeader/Filer/EIN0650508555
ReturnHeader/Filer/PhoneNum05614828400
ReturnHeader/Filer/USAddress/AddressLine1Txt021301 POWERLINE ROAD STE 204
ReturnHeader/Filer/USAddress/CityNm0BOCA RATON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033433
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0591949045
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MCCURRY & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt021301 POWERLINE RD 204
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOCA RATON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033433
ReturnHeader/PreparerPersonGrp/PhoneNum05614828400
ReturnHeader/PreparerPersonGrp/PreparationDt02023-10-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BETTY GOLDBERG
ReturnHeader/ReturnTs02023-10-30T18:00:06-04:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WILLIAM P
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MCCURRY
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
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Liabilities
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Net assets
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Revenue
-
Expenses
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Net income
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Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.84$0.00$2.84$0.13$0.18$0.05
2023Detailed filing. Detailed filing data is available for this year.$2.88$0.00$2.88$0.09$0.18$0.09
2022Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.04$0.24$0.20
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.
2021Detailed filing. Detailed filing data is available for this year.$3.18$0.00$3.18$0.13$0.24$0.11
2020Detailed filing. Detailed filing data is available for this year.$3.29$0.00$3.29$0.08$0.24$0.16
2019Detailed filing. Detailed filing data is available for this year.$3.45$0.00$3.45$0.06$0.24$0.18
2018Detailed filing. Detailed filing data is available for this year.$3.63$0.00$3.63$0.08$0.28$0.20
2017Detailed filing. Detailed filing data is available for this year.$3.83$0.00$3.83$0.08$0.21$0.13
2016Detailed filing. Detailed filing data is available for this year.$3.96$0.00$3.96$0.14$0.24$0.10
2015Detailed filing. Detailed filing data is available for this year.$4.06$0.00$4.06$0.16$0.23$0.08
2014Detailed filing. Detailed filing data is available for this year.$4.14$0.00$4.14$0.17$0.23$0.07
2013Detailed filing. Detailed filing data is available for this year.$4.20$0.00$4.20$0.20$0.25$0.05
2012Detailed filing. Detailed filing data is available for this year.$4.25$0.00$4.25$0.27
2011Detailed filing. Detailed filing data is available for this year.$4.32$0.00$4.32$0.27
2010Detailed filing. Detailed filing data is available for this year.$4.39$0.00$4.39$0.18