Civic Intelligence

Ron D Kline Foundation

990PF • Fiscal year 2020 • EIN 83-4063232

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2023

Organization Profile
127 Second Street Suite 1Los Altos, CA 94022

(408) 515-3800

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

Higher debt load relative to assets than 26% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

25th percentile

0.00x

Higher debt load relative to revenue than 25% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Net Margin

97th percentile

95%

Higher net margin than 97% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

31st percentile

$0

Higher top officer pay than 31% of similar nonprofits.

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Asset Growth

94th percentile

78%

Faster asset growth than 94% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

12th percentile

-43%

Faster revenue growth than 12% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$8,516,191

Up $3,733,206 (+78%) from 2019

Net Assets

Up

$8,512,026

Up $3,729,041 (+78%) from 2019

Liabilities

Up

$4,165

Up $4,164 (+416400%) from 2019

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin97th percentile

Revenue

Down

$2,678,551

Down $2,046,905 (-43%) from 2019

Expenses

Up

$145,450

Up $120,626 (+486%) from 2019

Net Income

Down

$2,533,101

Down $2,167,531 (-46%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth94th percentile

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

$10M$5.0M$0Assets 2019: $4,782,985Liabilities 2019: $1Net Assets 2019: $4,782,9852019Assets 2020: $8,516,191Liabilities 2020: $4,165Net Assets 2020: $8,512,0262020Assets 2021: $9,293,237Liabilities 2021: $4,025Net Assets 2021: $9,289,2122021Assets 2022: $7,112,655Liabilities 2022: $4,025Net Assets 2022: $7,108,6302022Assets 2023: $7,402,362Liabilities 2023: $4,025Net Assets 2023: $7,398,3372023Assets 2024: $8,385,122Liabilities 2024: $4,025Net Assets 2024: $8,381,0972024

Highlighted filing

2020

Assets$8,516,191
Liabilities$4,165
Net Assets$8,512,026
Open 2020 Filing

Operations Trend

Revenue Growth12th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2019: $4,725,456Expenses 2019: $24,824Net Income 2019: $4,700,6322019Revenue 2020: $2,678,551Expenses 2020: $145,450Net Income 2020: $2,533,1012020Revenue 2021: $617,494Expenses 2021: $151,501Net Income 2021: $465,9932021Revenue 2022: $297,979Expenses 2022: $176,341Net Income 2022: $121,6382022Revenue 2023: $183,172Expenses 2023: $1,279,000Net Income 2023: -$1,095,8282023Revenue 2024: $371,455Expenses 2024: $453,695Net Income 2024: -$82,2402024

Highlighted filing

2020

Revenue$2,678,551
Expenses$145,450
Net Income$2,533,101
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2023
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay31st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RON KLINEPresident-$0--
PATRICIA GRIMMSecretary-$0--
LAURA GRAHAMTreasurer-$0--
JOHN GIACOMAZZIDirector-$0--
Filing and Contact Details

Filer

Filer Name
Ron D Kline Foundation
EIN
83-4063232
Phone
4085153800
Address
127 SECOND STREET SUITE 1, LOS ALTOS, CA 94022

Signing Officer

Name
Ron Kline
Title
President
Signed
2023-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Allison & Gibb Llp
Address
601 E DAILY DRIVE SUITE 117, CAMARILLO, CA 93010
Preparer
Lisa a Allison CPA
Phone
8059871999
Raw XML Appendix392 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/PersonNm0RON KLINE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1PATRICIA GRIMM
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Schwab Charitable donation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Soderstrom Family Endowment
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Schwab Charitable
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1University of the Pacific
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO Box 628298
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1155 5th Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Orlando
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1San Francisco
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Los Altos
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd094022
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IRS990ScheduleB/GeneralRuleInd0X
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LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Legal fees
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt01730
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01730
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
LoansFromOfficersSchedule/LoansFromOfficerGrp/BalanceDueAmt04165
LoansFromOfficersSchedule/LoansFromOfficerGrp/ConsiderationFMVAmt04165
LoansFromOfficersSchedule/LoansFromOfficerGrp/LenderConsiderationDesc0n/a
LoansFromOfficersSchedule/LoansFromOfficerGrp/LenderPersonNm0Ron Kline
LoansFromOfficersSchedule/LoansFromOfficerGrp/LoanOriginalAmt04165
LoansFromOfficersSchedule/LoansFromOfficerGrp/LoanPurposeTxt0Expense reimbursement
LoansFromOfficersSchedule/LoansFromOfficerGrp/NoteDt02020-12
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LoansFromOfficersSchedule/LoansFromOfficerGrp/SecurityProvidedBorrowerTxt0n/a
LoansFromOfficersSchedule/LoansFromOfficerGrp/TitleTxt0President
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Office expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Phone & internet
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3TAXES & LICENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt02250
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1786
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt21200
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3160
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02250
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1786
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21200
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3160
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SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0David and Janet Kline Foundation
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SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0Los Altos
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TaxesSchedule/TaxesDetail/Amt14519
TaxesSchedule/TaxesDetail/CategoryTxt0Excise tax
TaxesSchedule/TaxesDetail/CategoryTxt1Foreign tax paid
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt04519
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RON KLINE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RON D KLINE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROND
ReturnHeader/Filer/EIN0834063232
ReturnHeader/Filer/PhoneNum04085153800
ReturnHeader/Filer/USAddress/AddressLine1Txt0127 SECOND STREET SUITE 1
ReturnHeader/Filer/USAddress/CityNm0LOS ALTOS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094022
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0475278347
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ALLISON & GIBB LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0601 E DAILY DRIVE SUITE 117
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CAMARILLO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093010
ReturnHeader/PreparerPersonGrp/PhoneNum08059871999
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LISA A ALLISON CPA
ReturnHeader/ReturnTs02023-11-15T13:49:35-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RON
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KLINE
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,516,191
Liabilities
$4,165
Net assets
$8,512,026
Revenue
$2,678,551
Expenses
$145,450
Net income
$2,533,101
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.39$0.00$8.38$0.37$0.45$0.08
2023Detailed filing. Detailed filing data is available for this year.$7.40$0.00$7.40$0.18$1.28$1.10
2022Detailed filing. Detailed filing data is available for this year.$7.11$0.00$7.11$0.30$0.18$0.12
2021Detailed filing. Detailed filing data is available for this year.$9.29$0.00$9.29$0.62$0.15$0.47
2020Detailed filing. Detailed filing data is available for this year.$8.52$0.00$8.51$2.68$0.15$2.53
2019Detailed filing. Detailed filing data is available for this year.$4.78$0.00$4.78$4.73$0.02$4.70