Civic Intelligence

The Climbery Foundation Inc.

990PF • Fiscal year 2015 • EIN 76-0720855

Jan 01, 2015 to Dec 31, 2015 • Filed on Aug 12, 2016

201 Buckwheat Br RdGermantown, NY 12526

(518) 537-4141

Siviq Scores

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

Liabilities / Assets

50th percentile

0.00x

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

2015 filings • NTEE C • <$500k nonprofits • Source year 2015

Liabilities / Revenue

50th percentile

0.00x

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

2015 filings • NTEE C • <$500k nonprofits • Source year 2015

Net Margin

35th percentile

-3.7%

Higher net margin than 35% of similar nonprofits.

2015 filings • NTEE C • <$500k nonprofits • Source year 2015

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

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

2015 filings • NTEE C • <$500k nonprofits • Source year 2015

Asset Growth

37th percentile

-2.5%

Faster asset growth than 37% of similar nonprofits.

2015 filings • NTEE C • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

58th percentile

8.3%

Faster revenue growth than 58% of similar nonprofits.

2015 filings • NTEE C • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Down

$236,788

Down $5,972 (-2.5%) from 2014

Net Assets

$236,788

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2014

Revenue

Up

$160,843

Up $12,302 (+8.3%) from 2014

Expenses

Up

$166,811

Up $15,958 (+11%) from 2014

Net Income

Down

-$5,968

Down $3,656 (-158%) from 2014

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $241,396Liabilities 2011: $8642011Assets 2012: $251,241Liabilities 2012: $02012Assets 2013: $245,072Liabilities 2013: $02013Assets 2014: $242,760Liabilities 2014: $02014Assets 2015: $236,788Liabilities 2015: $0Net Assets 2015: $236,7882015Assets 2016: $304,345Liabilities 2016: $0Net Assets 2016: $304,3452016Assets 2017: $251,767Liabilities 2017: $0Net Assets 2017: $251,7672017Assets 2018: $222,558Liabilities 2018: $0Net Assets 2018: $222,5582018Assets 2019: $217,155Liabilities 2019: $12019Assets 2020: $204,855Liabilities 2020: $0Net Assets 2020: $204,8552020Assets 2021: $202,455Liabilities 2021: $0Net Assets 2021: $202,4552021Assets 2022: $197,912Liabilities 2022: $0Net Assets 2022: $197,9122022Assets 2023: $16,273Liabilities 2023: $12023Assets 2024: $11,960Liabilities 2024: $0Net Assets 2024: $11,9602024

Highlighted filing

2015

Assets$236,788
Liabilities$0
Net Assets$236,788

Operations Trend

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

$200K$100K$0-$100KRevenue 2011: $109,820Expenses 2011: $117,765Net Income 2011: -$7,9452011Revenue 2012: $132,054Expenses 2012: $121,344Net Income 2012: $10,7102012Revenue 2013: $135,304Expenses 2013: $141,475Net Income 2013: -$6,1712013Revenue 2014: $148,541Expenses 2014: $150,853Net Income 2014: -$2,3122014Revenue 2015: $160,843Expenses 2015: $166,811Net Income 2015: -$5,9682015Revenue 2016: $187,863Expenses 2016: $120,139Net Income 2016: $67,7242016Revenue 2017: $101,627Expenses 2017: $154,205Net Income 2017: -$52,5782017Revenue 2018: $75,318Expenses 2018: $104,527Net Income 2018: -$29,2092018Revenue 2019: $100,000Expenses 2019: $105,403Net Income 2019: -$5,4032019Revenue 2020: $110,000Expenses 2020: $122,300Net Income 2020: -$12,3002020Revenue 2021: $100,000Expenses 2021: $102,400Net Income 2021: -$2,4002021Revenue 2022: $110,916Expenses 2022: $115,459Net Income 2022: -$4,5432022Revenue 2023: $78,111Expenses 2023: $76,353Net Income 2023: $1,7582023Revenue 2024: $4,241Expenses 2024: $5,804Net Income 2024: -$1,5632024

Highlighted filing

2015

Revenue$160,843
Expenses$166,811
Net Income-$5,968
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Aug 12, 2016
Return Version
2015v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BARBARA PACKERPresident-$0--
IRA J WEINSTEINVice President-$0--
Filing and Contact Details

Filer

Filer Name
The Climbery Foundation Inc
EIN
76-0720855
Phone
5185374141
Address
201 BUCKWHEAT BR RD, GERMANTOWN, NY 12526

Signing Officer

Name
Barbara Packer
Title
President
Phone
5185374141
Signed
2016-08-12
Discuss with paid preparer
Yes

Preparer

Firm
Presti & Naegele
Address
225 WEST 35TH STREET 5TH FLOOR, NEW YORK, NY 10001
Preparer
Annemarie Aguanno CPA
Phone
2127360055
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0236788
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0202500
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt02500
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt03038
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0200000
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt09973
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0199462
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0202500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0BARBARA PACKER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1IRA J WEINSTEIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0201 BUCKWHEAT BR RD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1201 BUCKWHEAT BR RD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0GERMANTOWN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1GERMANTOWN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd012526
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd112526
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PrivateOperatingFoundationsGrp/GrossInvestmentIncomeGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/LargestSupportFromEOGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/CurrentYearAmt00
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year1Amt00
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year2Amt00
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year3Amt00
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/CurrentYearAmt00
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year1Amt00
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year2Amt00
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year3Amt00
IRS990PF/PrivateOperatingFoundationsGrp/PrivateOperatingFndtnRulingDt02003-05-13
IRS990PF/PrivateOperatingFoundationsGrp/PublicSupportType/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/CurrentYearAmt0155311
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/TotalAmt0609096
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year1Amt0169171
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year2Amt0150267
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year3Amt0134347
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/CurrentYearAmt0155311
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/TotalAmt0609096
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year1Amt0169171
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year2Amt0150267
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year3Amt0134347
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriNotUsedDrtGrp/CurrentYearAmt00
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriNotUsedDrtGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriNotUsedDrtGrp/Year1Amt00
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriNotUsedDrtGrp/Year2Amt00
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriNotUsedDrtGrp/Year3Amt00
IRS990PF/PrivateOperatingFoundationsGrp/Section4942j3Ind0X
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/CurrentYearAmt0236788
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/TotalAmt0975859
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/Year1Amt0242758
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/Year2Amt0245072
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/Year3Amt0251241
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsSect4942j3BiGrp/CurrentYearAmt0236788
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsSect4942j3BiGrp/TotalAmt0975859
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsSect4942j3BiGrp/Year1Amt0242758
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsSect4942j3BiGrp/Year2Amt0245072
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsSect4942j3BiGrp/Year3Amt0251241
IRS990PF/PrivateOperatingFoundationsGrp/TotalSupportGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/TotalAmt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0155311
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt013901
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0141410
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0155311
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0201 BUCKWHEAT BR RD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0GERMANTOWN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd012526
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd01
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0THE FOUNDATION
IRS990PF/StatementsRegardingActyGrp/PhoneNum05185374141
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0THE FOUNDATION OPERATES A GARDEN WHICH IS OPEN TO THE PUBLIC. IT IS REPORTED TO BE THE LARGEST PRIVATE CLEMATIS GARDEN IN THE WORLD. IT IS OPEN TO THE PUBLIC, BY APPOINTMENT, FROM MEMORIAL DAY TO LABOR DAY, FOUR DAYS A WEEK. APPOINTMENTS CAN BE MADE TO VISIT THE GARDEN ON OTHER DAYS. THERE IS NO CHARGE FOR ADMISSION. IN ADDITION TO INDIVIDUALS, GARDEN CLUBS FROM ALL OVER THE UNITED STATES AND CANADA VISIT THE GARDEN. THE GARDEN HAS BEEN WRITTEN UP IN NEWSPAPERS AND PERIODICALS AS "THE PLACE" TO VISIT TO LEARN ABOUT RAISING CLEMATIS.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt0166811
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt00
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses3Amt00
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses4Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0BARBARA PACKER
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1IRA J WEINSTEIN
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$0.04$0.06$0.02
2023Summary only. Only limited summary data is available for this year.$0.16$0.00$0.78$0.76$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$1.11$1.15$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.02$0.00$2.02$1.00$1.02$0.02
2020Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$1.10$1.22$0.12
2019Summary only. Only limited summary data is available for this year.$2.17$0.00$1.00$1.05$0.05
2018Detailed filing. Detailed filing data is available for this year.$2.23$0.00$2.23$0.75$1.05$0.29
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.52$0.00$2.52$1.02$1.54$0.53
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.04$0.00$3.04$1.88$1.20$0.68
2015Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$1.61$1.67$0.06
2014Summary only. Only limited summary data is available for this year.$2.43$0.00$1.49$1.51$0.02
2013Summary only. Only limited summary data is available for this year.$2.45$0.00$1.35$1.41$0.06
2012Summary only. Only limited summary data is available for this year.$2.51$0.00$1.32$1.21$0.11
2011Summary only. Only limited summary data is available for this year.$2.41$0.01$1.10$1.18$0.08