Civic Intelligence

Steven C Klausner Charitable Trust

990PF • Fiscal year 2023 • EIN 83-6745616

Jan 01, 2023 to Dec 31, 2023 • Filed on May 13, 2024

Organization Profile
42 Mohawk LaneGreenwich, CT 06831-3125

(203) 622-7120

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

55th percentile

4.9%

Higher net margin than 55% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

66th percentile

8.9%

Faster asset growth than 66% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

99th percentile

7670%

Faster revenue growth than 99% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$60,999

Up $4,993 (+8.9%) from 2022

Net Assets

Up

$60,999

Up $4,993 (+8.9%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin55th percentile

Revenue

Up

$101,478

Up $100,172 (+7670%) from 2022

Expenses

Up

$96,485

Up $80,185 (+492%) from 2022

Net Income

Up

$4,993

Up $19,987 (+133%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

$150K$100K$50K$0Assets 2019: $1,000Liabilities 2019: $02019Assets 2020: $1,000Liabilities 2020: $0Net Assets 2020: $1,0002020Assets 2021: $71,000Liabilities 2021: $0Net Assets 2021: $71,0002021Assets 2022: $56,006Liabilities 2022: $0Net Assets 2022: $56,0062022Assets 2023: $60,999Liabilities 2023: $0Net Assets 2023: $60,9992023Assets 2024: $120,994Liabilities 2024: $0Net Assets 2024: $120,9942024

Highlighted filing

2023

Assets$60,999
Liabilities$0
Net Assets$60,999
Open 2023 Filing

Operations Trend

Revenue Growth99th percentile

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

$150K$100K$50K$0-$50KRevenue 2019: $1,000Expenses 2019: $0Net Income 2019: $1,0002019Revenue 2020: $100Expenses 2020: $100Net Income 2020: $02020Revenue 2021: $70,000Expenses 2021: $0Net Income 2021: $70,0002021Revenue 2022: $1,306Expenses 2022: $16,300Net Income 2022: -$14,9942022Revenue 2023: $101,478Expenses 2023: $96,485Net Income 2023: $4,9932023Revenue 2024: $101,617Expenses 2024: $41,622Net Income 2024: $59,9952024

Highlighted filing

2023

Revenue$101,478
Expenses$96,485
Net Income$4,993
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 13, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEVEN C KLAUSNERTrustee-$0--
EILEEN SIMONSONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Steven C Klausner Charitable Trust
EIN
83-6745616
Phone
2036227120
Address
42 MOHAWK LANE, GREENWICH, CT 06831-3125

Signing Officer

Name
Steven C Klausner
Title
Trustee
Phone
2036227120
Signed
2024-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Citrin Cooperman Advisors LLC
Address
709 WESTCHESTER AVENUE, WHITE PLAINS, NY 10604
Preparer
Pasqua Patti Iengo
Phone
9149492990
Raw XML Appendix277 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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ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVEN C KLAUSNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02036227120
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STEVEN C KLAUSNER CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0STEV
ReturnHeader/Filer/EIN0836745616
ReturnHeader/Filer/PhoneNum02036227120
ReturnHeader/Filer/USAddress/AddressLine1Txt042 MOHAWK LANE
ReturnHeader/Filer/USAddress/CityNm0GREENWICH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd0068313125
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0872525370
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CITRIN COOPERMAN ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0709 WESTCHESTER AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WHITE PLAINS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010604
ReturnHeader/PreparerPersonGrp/PhoneNum09149492990
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PASQUA PATTI IENGO
ReturnHeader/ReturnTs02024-05-16T08:48:54-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0STEVEN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KLAUSNER
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$60,999
Liabilities
$0
Net assets
$60,999
Revenue
$101,478
Expenses
$96,485
Net income
$4,993
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$1.02$0.42$0.60
2023Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$1.01$0.96$0.05
2022Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$0.01$0.16$0.15
2021Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$0.70$0.00$0.70
2020Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.00$0.00$0.00
2019Summary only. Only limited summary data is available for this year.$0.01$0.00$0.01$0.00$0.01