Civic Intelligence

The Climbery Foundation Inc.

990PF • Fiscal year 2016 • EIN 76-0720855

Jan 01, 2016 to Dec 31, 2016 • Filed on May 11, 2017

201 Buckwheat Bridge RoadGermantown, NY 12526

(212) 838-7766

Siviq Scores

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

Liabilities / Assets

49th percentile

0.00x

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

2016 filings • NTEE C • <$500k nonprofits • Source year 2016

Liabilities / Revenue

48th percentile

0.00x

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

2016 filings • NTEE C • <$500k nonprofits • Source year 2016

Net Margin

83rd percentile

36%

Higher net margin than 83% of similar nonprofits.

2016 filings • NTEE C • <$500k nonprofits • Source year 2016

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

2016 filings • NTEE C • <$500k nonprofits • Source year 2016

Asset Growth

75th percentile

29%

Faster asset growth than 75% of similar nonprofits.

2016 filings • NTEE C • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

65th percentile

17%

Faster revenue growth than 65% of similar nonprofits.

2016 filings • NTEE C • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$304,345

Up $67,557 (+29%) from 2015

Net Assets

Up

$304,345

Up $67,557 (+29%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$187,863

Up $27,020 (+17%) from 2015

Expenses

Down

$120,139

Down $46,672 (-28%) from 2015

Net Income

Up

$67,724

Up $73,692 (+1235%) from 2015

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

2016

Assets$304,345
Liabilities$0
Net Assets$304,345

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

2016

Revenue$187,863
Expenses$120,139
Net Income$67,724
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 11, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BARBARA PACKERPresident-$0--
IRA J WEINSTEIN - DECEASED 092016Vice President-$0--
Filing and Contact Details

Filer

Filer Name
The Climbery Foundation Inc
EIN
76-0720855
Phone
2128387766
Address
201 BUCKWHEAT BRIDGE ROAD, GERMANTOWN, NY 12526

Signing Officer

Name
Barbara Packer
Title
President
Phone
5185374141
Signed
2017-05-11
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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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/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt03669
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0200000
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt012046
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0240912
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0244581
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 - DECEASED 092016
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/CurrentYearAmt0106202
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/TotalAmt0580951
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year1Amt0155311
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year2Amt0169171
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year3Amt0150267
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/CurrentYearAmt0106202
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/TotalAmt0580951
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year1Amt0155311
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year2Amt0169171
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year3Amt0150267
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/CurrentYearAmt0304345
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/TotalAmt01028963
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/Year1Amt0236788
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/Year2Amt0242758
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/Year3Amt0245072
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsSect4942j3BiGrp/CurrentYearAmt0304345
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsSect4942j3BiGrp/TotalAmt01028963
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsSect4942j3BiGrp/Year1Amt0236788
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsSect4942j3BiGrp/Year2Amt0242758
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsSect4942j3BiGrp/Year3Amt0245072
IRS990PF/PrivateOperatingFoundationsGrp/TotalSupportGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/TotalAmt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0187586
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0187586
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0155311
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.778650
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.778650
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0240912
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0199462
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0106202
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.778650
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0106202
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt03750
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0102452
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0106202
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 BRIDGE ROAD
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

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
2016Detailed filing. Detailed filing data is available for this year.$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