Civic Intelligence

Kleiner Foundation

990PF • Fiscal year 2017 • EIN 81-4559974

Jan 01, 2017 to Dec 31, 2017 • Filed on May 03, 2018

Organization Profile
1061 Greystone Ln WWatkinsville, GA 30677

(706) 769-0525

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

93rd percentile

55%

Higher net margin than 93% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

92nd percentile

95%

Faster asset growth than 92% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

88th percentile

62%

Faster revenue growth than 88% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$97,375

Up $47,552 (+95%) from 2016

Net Assets

Up

$97,375

Up $47,552 (+95%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin93rd percentile

Revenue

Up

$80,592

Up $30,769 (+62%) from 2016

Expenses

Up

$36,238

Up $36,238 from 2016

Net Income

Down

$44,354

Down $5,469 (-11%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth92nd percentile

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

$300K$200K$100K$0Assets 2016: $49,823Liabilities 2016: $0Net Assets 2016: $49,8232016Assets 2017: $97,375Liabilities 2017: $0Net Assets 2017: $97,3752017Assets 2018: $99,110Liabilities 2018: $0Net Assets 2018: $99,1102018Assets 2019: $96,432Liabilities 2019: $1Net Assets 2019: $96,4322019Assets 2020: $82,868Liabilities 2020: $1Net Assets 2020: $82,8682020Assets 2021: $67,003Liabilities 2021: $1Net Assets 2021: $67,0032021Assets 2022: $67,994Liabilities 2022: $1Net Assets 2022: $67,9942022Assets 2023: $78,122Liabilities 2023: $1Net Assets 2023: $78,1222023Assets 2024: $280,074Liabilities 2024: $0Net Assets 2024: $280,0742024

Highlighted filing

2017

Assets$97,375
Liabilities$0
Net Assets$97,375
Open 2017 Filing

Operations Trend

Revenue Growth88th percentile

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

$300K$200K$100K$0-$100KRevenue 2016: $49,823Expenses 2016: $0Net Income 2016: $49,8232016Revenue 2017: $80,592Expenses 2017: $36,238Net Income 2017: $44,3542017Revenue 2018: $9,859Expenses 2018: $7,766Net Income 2018: $2,0932018Revenue 2019: $52,483Expenses 2019: $12,658Net Income 2019: $39,8252019Revenue 2020: $50,454Expenses 2020: $18,495Net Income 2020: $31,9592020Revenue 2021: $105,568Expenses 2021: $26,823Net Income 2021: $78,7452021Revenue 2022: $2,601Expenses 2022: $40,323Net Income 2022: -$37,7222022Revenue 2023: $4,674Expenses 2023: $44,552Net Income 2023: -$39,8782023Revenue 2024: $297,968Expenses 2024: $53,251Net Income 2024: $244,7172024

Highlighted filing

2017

Revenue$80,592
Expenses$36,238
Net Income$44,354
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 3, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SCOTT KLEINERTrustee-$0--
HEATHER KLEINERTrustee-$0--
STEPHEN LANETrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Kleiner Foundation
EIN
81-4559974
Phone
7067690525
Address
1061 Greystone Ln W, Watkinsville, GA 30677

Signing Officer

Name
Heather Kleiner
Title
Director
Phone
7067690525
Signed
2018-05-03

Preparer

Firm
J Allen SeymourCPA PC
Address
1551 Jennings Mill Road 400 A, Watkinsville, GA 30677-7262
Preparer
J Allen Seymour CPA
Phone
7065498197
Raw XML Appendix260 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.

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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0176 Shares Thermo Fisher Scientific Inc - TMO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1173 Shares of Thermo Fisher Scientific - TMO
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IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc1171 SHARES OF THERMNO FISHER SCIENTIFIC STOCK
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc2274 SHARES OF BECTON DICKINSON STOCK
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02017-06-13
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12017-06-13
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt22017-02-28
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherIncreasesSchedule/OtherIncreasesDetail/Amt03198
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Fiduciary Adjustment
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0HEATHER KLEINER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07067690525
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Kleiner Foundation
ReturnHeader/Filer/BusinessNameControlTxt0KLEI
ReturnHeader/Filer/EIN0814559974
ReturnHeader/Filer/PhoneNum07067690525
ReturnHeader/Filer/USAddress/AddressLine1Txt01061 Greystone Ln W
ReturnHeader/Filer/USAddress/CityNm0Watkinsville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030677
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0C76B7C36B28C4B6492F24BE9242EBD6362FF6855
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C76B7C36B28C4B6492F24BE9242EBD6362FF6855
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt075.40.142.117
ReturnHeader/FilingSecurityInformation/IPDt02018-05-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm008:43:30
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0J Allen SeymourCPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01551 Jennings Mill Road 400 A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Watkinsville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0306777262
ReturnHeader/PreparerPersonGrp/PhoneNum07065498197
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0J ALLEN SEYMOUR CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-05-08T08:43:34-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$97,375
Liabilities
$0
Net assets
$97,375
Revenue
$80,592
Expenses
$36,238
Net income
$44,354
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.80$0.00$2.80$2.98$0.53$2.45
2023Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.05$0.45$0.40
2022Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.03$0.40$0.38
2021Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$1.06$0.27$0.79
2020Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.50$0.18$0.32
2019Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.52$0.13$0.40
2018Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.10$0.08$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.81$0.36$0.44
2016Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.50$0.00$0.50