Civic Intelligence

Lloyd & Elisabeth Klein Legacy Foundation

990PF • Fiscal year 2018 • EIN 82-3093695

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 15, 2019

Organization Profile
17853 Santiago Blvd Ste 107-277Villa Park, CA 92861

(714) 997-2195

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

98th percentile

93%

Higher net margin than 98% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

$2,839,365

No earlier filing loaded for comparison.

Net Assets

$2,839,365

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin98th percentile

Revenue

$3,048,415

No earlier filing loaded for comparison.

Expenses

$209,050

No earlier filing loaded for comparison.

Net Income

$2,839,365

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2018

Assets$2,839,365
Liabilities$0
Net Assets$2,839,365
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2018

Revenue$3,048,415
Expenses$209,050
Net Income$2,839,365
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 15, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Christine CrossPresident & CEO-$0--
Lon CrossSecretary-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-For Education & Scholarships.-Orange, CA, US$160,847
Paid Grant-General Charitable Purpose.-Huntington Beach, CA, US$10,000
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 & CEO
Signed
2019-11-15
Discuss with paid preparer
Yes

Preparer

Firm
William E Walls CPA JD
Address
711 South Brea Blvd, Brea, CA 92821-5310
Preparer
William E Walls CPA JD
Phone
7146710422
Raw XML Appendix252 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Christine Cross
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General Charitable Purpose.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1For Education & Scholarships.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Assistance League of Huntington Bea
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Chapman University
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OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt2340
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Bank Fees
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4Supplies
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt034965
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Christine Cross
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President & CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE LLOYD & ELISABETH KLEIN LEGACY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LLOY
ReturnHeader/Filer/EIN0823093695
ReturnHeader/Filer/PhoneNum07149972195
ReturnHeader/Filer/USAddress/AddressLine1Txt017853 SANTIAGO BLVD STE 107-277
ReturnHeader/Filer/USAddress/CityNm0VILLA PARK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092861
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330890215
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0William E Walls CPA JD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0711 South Brea Blvd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Brea
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0928215310
ReturnHeader/PreparerPersonGrp/PhoneNum07146710422
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0William E Walls CPA JD
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-11-15T16:57:18-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,839,365
Liabilities
$0
Net assets
$2,839,365
Revenue
$3,048,415
Expenses
$209,050
Net income
$2,839,365
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