Civic Intelligence

The Klein Foundation

990PF • Fiscal year 2012 • EIN 75-2555667

Jan 01, 2012 to Dec 31, 2012 • Filed on Apr 02, 2013

Organization Profile
500 W Texas AveRoom/Suite 123079701
Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2012 filings • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Source year 2012

Asset Growth

100th percentile

5449%

Faster asset growth than 100% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$1,934,010

Up $1,899,159 (+5449%) from 2011

Net Assets

Up

$1,934,010

Up $1,899,159 (+5449%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$851

Down $597 (-41%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth100th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $36,294Liabilities 2010: $0Net Assets 2010: $36,2942010Assets 2011: $34,851Liabilities 2011: $0Net Assets 2011: $34,8512011Assets 2012: $1,934,010Liabilities 2012: $0Net Assets 2012: $1,934,0102012Assets 2013: $1,021,453Liabilities 2013: $0Net Assets 2013: $1,021,4532013Assets 2014: $1,019,155Liabilities 2014: $0Net Assets 2014: $1,019,1552014Assets 2015: $521,948Liabilities 2015: $0Net Assets 2015: $521,9482015Assets 2016: $4,359Liabilities 2016: $0Net Assets 2016: $4,3592016Assets 2017: $1,874,529Liabilities 2017: $0Net Assets 2017: $1,874,5292017Assets 2018: $549,402Liabilities 2018: $0Net Assets 2018: $549,4022018Assets 2019: $5,538Liabilities 2019: $0Net Assets 2019: $5,5382019Assets 2020: $40,744Liabilities 2020: $0Net Assets 2020: $40,7442020Assets 2021: $5,110Liabilities 2021: $0Net Assets 2021: $5,1102021Assets 2022: $1,970Liabilities 2022: $0Net Assets 2022: $1,9702022Assets 2023: $1,914Liabilities 2023: $0Net Assets 2023: $1,9142023Assets 2024: $16,462Liabilities 2024: $0Net Assets 2024: $16,4622024

Highlighted filing

2012

Assets$1,934,010
Liabilities$0
Net Assets$1,934,010
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0-$1.0M-$2.0MExpenses 2010: $1,214,1142010Expenses 2011: $1,4482011Expenses 2012: $8512012Revenue 2013: $1,000,767Expenses 2013: $1,913,324Net Income 2013: -$912,5572013Revenue 2014: $1,341Expenses 2014: $3,639Net Income 2014: -$2,2982014Revenue 2015: $15,639Expenses 2015: $512,846Net Income 2015: -$497,2072015Revenue 2016: $184,643Expenses 2016: $702,232Net Income 2016: -$517,5892016Revenue 2017: $2,109,003Expenses 2017: $231,516Net Income 2017: $1,877,4872017Revenue 2018: $75,531Expenses 2018: $1,384,174Net Income 2018: -$1,308,6432018Revenue 2019: $152,669Expenses 2019: $696,424Net Income 2019: -$543,7552019Revenue 2020: $106,797Expenses 2020: $72,224Net Income 2020: $34,5732020Revenue 2021: $92,000Expenses 2021: $127,634Net Income 2021: -$35,6342021Revenue 2022: $162,755Expenses 2022: $165,895Net Income 2022: -$3,1402022Revenue 2023: $121,000Expenses 2023: $121,056Net Income 2023: -$562023Revenue 2024: $366,500Expenses 2024: $351,952Net Income 2024: $14,5482024

Highlighted filing

2012

Revenue-
Expenses$851
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Apr 2, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL L KLEINPres/Trustee-$0--
JEANNE LEE KLEINVP/Sec/Tr/Tt-$0--
JACQUELYN KLEIN BROWNTrustee-$0--
ERIC KLEINTrustee-$0--
QUINCY JAMES LEETrustee-$0--
ZACHRY STEVEN LEETrustee-$0--
Filing and Contact Details

Filer

EIN
75-2555667
Raw XML Appendix310 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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AccountingFeesSchedule/AccountingFees/Category1OF FORM 990-PF
CompensationExplanation/Compensation/PersonName0MICHAEL L KLEIN
CompensationExplanation/Compensation/PersonName1JEANNE LEE KLEIN
CompensationExplanation/Compensation/PersonName2JACQUELYN KLEIN BROWN
CompensationExplanation/Compensation/PersonName3ERIC KLEIN
CompensationExplanation/Compensation/PersonName4QUINCY JAMES LEE
CompensationExplanation/Compensation/PersonName5ZACHRY STEVEN LEE
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12012-04-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22012-04-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired32012-04-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired42012-04-19
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired52012-04-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired62012-05-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired72012-04-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02012-05-07
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22012-05-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold32012-06-13
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold52012-06-13
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold62012-06-13
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold72012-12-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset02000 BAY AREA TOLL BOND .280%
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset12000 CHICAGO IL BOND .160%
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset22000 MURRAY CITY UT BOND .260%
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset32000 PENNSYLVANIA ST TURN BOND 5.5%
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset42000 INDIANA ST TRANS BOND 5.25%
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset52000 FORSYTH CNTY GA SCH BOND 5.0%
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset62000 ALPINE UT SCH DIST BOND 3.25%
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset72000 BRYAN CNTY GA SCH DIST BOND 5.0
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IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses01899159
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition40.10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition50.10
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0MICHAEL L KLEIN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1JEANNE LEE KLEIN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2JACQUELYN KLEIN BROWN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3ERIC KLEIN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName4QUINCY JAMES LEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName5ZACHRY STEVEN LEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0PRES/TRUSTEE
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title3TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title4TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title5TRUSTEE
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11500 W TEXAS STE 1230
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine12914 SKYVIEW DRIVE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine134875 DAKOTA BLVD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine141501 CANYON VIEW
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine15970 ISOM RD
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1MIDLAND
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City4AUSTIN
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IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0SUSAN GUERRY
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber04326848442
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10500 W TEXAS STE 1230
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0MIDLAND
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0TX
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IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
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IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0TX
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SupplementaryInformation/ContributingManager0MICHAEL L KLEIN
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted05588
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear201184807
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear401567175
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus05588
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY05588
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear02746394
IRS990PF/UndistributedIncome/ExcessFromYear201184807
IRS990PF/UndistributedIncome/ExcessFromYear401561587
IRS990PF/UndistributedIncome/TotalCorpus02746394
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover02751982
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
OtherExpensesSchedule/OtherExpenses/Description0EXPENSES
OtherExpensesSchedule/OtherExpenses/Description1INVESTMENT ACCOUNT MANAGMENT
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome02
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks057
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0752555667
ReturnHeader/Filer/Name/BusinessNameLine10THE KLEIN FOUNDATION
ReturnHeader/Filer/NameControl0KLEI
ReturnHeader/Filer/Phone04326848442
ReturnHeader/Filer/USAddress/AddressLine10500 W TEXAS AVE
ReturnHeader/Filer/USAddress/AddressLine20ROOM/SUITE 1230
ReturnHeader/Filer/USAddress/City0MIDLAND
ReturnHeader/Filer/USAddress/State0TX
ReturnHeader/Filer/USAddress/ZIPCode079701
ReturnHeader/Officer/DateSigned02013-04-02
ReturnHeader/Officer/Name0MICHAEL L KLEIN
ReturnHeader/Officer/Phone04326848442
ReturnHeader/Officer/Title0PRESIDENT
ReturnHeader/Preparer/DatePrepared02013-04-17
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10BEAL & WILKES PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1024 SMITH RD STE 225
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0MIDLAND
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0TX
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode079705
ReturnHeader/Preparer/Name0SAM WILKES
ReturnHeader/Preparer/Phone04326883946
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-04-17T17:44:27-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,934,010
Liabilities
$0
Net assets
$1,934,010
Revenue
-
Expenses
$851
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.37$0.35$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.12$0.12$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.16$0.17$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.09$0.13$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$0.11$0.07$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.15$0.70$0.54
2018Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$0.08$1.38$1.31
2017Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$2.11$0.23$1.88
2016Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.18$0.70$0.52
2015Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.02$0.51$0.50
2014Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.00$0.00$0.00
2013Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$1.00$1.91$0.91
2012Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.00
2011Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.00
2010Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$1.21