Civic Intelligence

The Lloyd & Elisabeth Klein Legacy

EIN 82-3093695 • Villa Park, CA

17853 Santiago Blvd Ste 107-277Villa Park, CA 92861
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

Higher debt load relative to assets than 32% of similar nonprofits.

$1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

34th percentile

0.00x

Higher debt load relative to revenue than 34% of similar nonprofits.

$1M-$5M nonprofits • Source year 2021

Net Margin

88th percentile

53%

Higher net margin than 88% of similar nonprofits.

$1M-$5M nonprofits • Source year 2021

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2021

Asset Growth

83rd percentile

22%

Faster asset growth than 83% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

71st percentile

30%

Faster revenue growth than 71% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$4,423,023

Up $785,967 (+22%) from 2020

Liabilities

Flat

$1

Flat from 2020

Net Assets

Up

$4,423,023

Up $785,967 (+22%) from 2020

Operations
Liabilities / Revenue34th percentileNet Margin88th percentile

Revenue

Up

$132,612

Up $30,605 (+30%) from 2020

Expenses

Down

$61,970

Down $190,056 (-75%) from 2020

Net Income

Up

$70,642

Up $220,661 (+147%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth83rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2018: $2,839,365Liabilities 2018: $0Net Assets 2018: $2,839,3652018Assets 2019: $2,630,414Liabilities 2019: $1Net Assets 2019: $3,262,7912019Assets 2020: $3,637,056Liabilities 2020: $1Net Assets 2020: $3,637,0562020Assets 2021: $4,423,023Liabilities 2021: $1Net Assets 2021: $4,423,0232021

Highlighted filing

2021

Assets$4,423,023
Liabilities$1
Net Assets$4,423,023
Open 2021 Filing

Operations Trend

Revenue Growth71st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2018: $3,048,415Expenses 2018: $209,050Net Income 2018: $2,839,3652018Revenue 2019: $20,200Expenses 2019: $229,151Net Income 2019: -$208,9512019Revenue 2020: $102,007Expenses 2020: $252,026Net Income 2020: -$150,0192020Revenue 2021: $132,612Expenses 2021: $61,970Net Income 2021: $70,6422021

Highlighted filing

2021

Revenue$132,612
Expenses$61,970
Net Income$70,642
Open 2021 Filing

Filings

Most recent year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,423,023
Liabilities
$1
Net assets
$4,423,023
Revenue
$132,612
Expenses
$61,970
Net income
$70,642
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$4.42$0.00$4.42$0.13$0.06$0.07
2020Detailed filing. Detailed filing data is available for this year.$3.64$0.00$3.64$0.10$0.25$0.15
2019Detailed filing. Detailed filing data is available for this year.$2.63$0.00$3.26$0.02$0.23$0.21
2018Detailed filing. Detailed filing data is available for this year.$2.84$0.00$2.84$3.05$0.21$2.84
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 11, 2022
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Christine E CrossPresident-$0--
Lon CrossDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Lloyd & Elisabeth Klein Legacy
EIN
82-3093695
Phone
7149972195
Address
17853 SANTIAGO BLVD STE 107-277, VILLA PARK, CA 92861

Signing Officer

Name
Christine Cross
Title
President
Signed
2022-11-11
Discuss with paid preparer
Yes

Preparer

Firm
For Purpose Law Group
Address
408 Nutmeg Street, San Diego, CA 92103
Preparer
May L Harris Esq
Phone
6197803839
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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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