Civic Intelligence

Kleiner Foundation

990PF • Fiscal year 2019 • EIN 81-4559974

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 06, 2020

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

60th percentile

0.00x

Higher debt load relative to assets than 60% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

60th percentile

0.00x

Higher debt load relative to revenue than 60% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

95th percentile

76%

Higher net margin than 95% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

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.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

39th percentile

-2.7%

Faster asset growth than 39% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

98th percentile

432%

Faster revenue growth than 98% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$96,432

Down $2,678 (-2.7%) from 2018

Net Assets

Down

$96,432

Down $2,678 (-2.7%) from 2018

Liabilities

Up

$1

Up $1 from 2018

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin95th percentile

Revenue

Up

$52,483

Up $42,624 (+432%) from 2018

Expenses

Up

$12,658

Up $4,892 (+63%) from 2018

Net Income

Up

$39,825

Up $37,732 (+1803%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth39th 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

2019

Assets$96,432
Liabilities$1
Net Assets$96,432
Open 2019 Filing

Operations Trend

Revenue Growth98th 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

2019

Revenue$52,483
Expenses$12,658
Net Income$39,825
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 6, 2020
Return Version
2019v5.1
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
2020-11-06
Discuss with paid preparer
Yes

Preparer

Firm
Seymour and Perry LLC
Address
1551 Jennings Mill Road 400 A, Watkinsville, GA 30677
Preparer
M Alan Perry CPA
Phone
7065498197
Raw XML Appendix309 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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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt035000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt045000
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt010000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt035000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt010000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt010000
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt045000
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt035000
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Scott Kleiner
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01061 Greystone Lane W
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Watkinsville
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0GA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd030677
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt050715
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt050715
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0Scott Kleiner 1061 Greystone Lane W Watkinsville, GA 30677 205 Shares - Thermo Fisher Scientific
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02019-12-19
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt042503
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Correction to Stock Value
OtherIncreasesSchedule/OtherIncreasesDetail/Amt00
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Fiduciary Adjustment
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Heather Kleiner
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/PhoneNum07067690525
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-06
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/AtSubmissionFilingDeviceId095E84B2B396EFFC8EF92487D7FBCC57723281CE0
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt075.40.142.117
ReturnHeader/FilingSecurityInformation/IPDt02020-11-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm011:35:22
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Seymour and Perry LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01551 Jennings Mill Road 400 A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Watkinsville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030677
ReturnHeader/PreparerPersonGrp/PhoneNum07065498197
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0M Alan Perry CPA
ReturnHeader/ReturnTs02020-11-13T11:35:30-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$96,432
Liabilities
$1
Net assets
$96,432
Revenue
$52,483
Expenses
$12,658
Net income
$39,825
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