Civic Intelligence

The Stephen B Klein Charitable Foundation C/O the Klein Company

990PF • Fiscal year 2014 • EIN 86-6345329

Jan 01, 2014 to Dec 31, 2014 • Filed on May 12, 2015

Organization Profile
Mellon Bank Center 1735 MarketStreet No 4010Philadelphia, PA 19103-7501

(215) 751-9600

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

76th percentile

19%

Higher net margin than 76% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

96th percentile

215%

Faster asset growth than 96% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

5th percentile

-76%

Faster revenue growth than 5% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets58th percentile

Assets

Flat

$71,873

Flat from 2014

Net Assets

$71,873

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2014

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin76th percentile

Revenue

Flat

$252,495

Flat from 2014

Expenses

Flat

$203,416

Flat from 2014

Net Income

Flat

$49,079

Flat from 2014

Historical Trend

Balance Sheet Trend

Asset Growth96th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $776,447Liabilities 2011: $0Net Assets 2011: $776,4472011Assets 2012: $960,283Liabilities 2012: $0Net Assets 2012: $960,2832012Assets 2013: $22,794Liabilities 2013: $0Net Assets 2013: $22,7942013Assets 2014: $71,873Liabilities 2014: $0Net Assets 2014: $71,8732014Assets 2014: $71,873Liabilities 2014: $12014Assets 2015: $165,282Liabilities 2015: $0Net Assets 2015: $165,2822015Assets 2017: $674,968Liabilities 2017: $0Net Assets 2017: $674,9682017Assets 2018: $782,398Liabilities 2018: $0Net Assets 2018: $782,3982018Assets 2019: $1,130,018Liabilities 2019: $0Net Assets 2019: $1,130,0182019Assets 2020: $1,905,907Liabilities 2020: $0Net Assets 2020: $1,905,9072020Assets 2021: $727,158Liabilities 2021: $0Net Assets 2021: $727,1582021Assets 2022: $110,048Liabilities 2022: $0Net Assets 2022: $110,0482022Assets 2023: $38,109Liabilities 2023: $12023Assets 2024: $26,216Liabilities 2024: $0Net Assets 2024: $26,2162024

Highlighted filing

2014

Assets$71,873
Liabilities$0
Net Assets$71,873
Open 2014 Filing

Operations Trend

Revenue Growth5th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $41,5312011Expenses 2012: $102,4502012Revenue 2013: $1,069,129Expenses 2013: $2,006,618Net Income 2013: -$937,4892013Revenue 2014: $252,495Expenses 2014: $203,416Net Income 2014: $49,0792014Revenue 2014: $252,495Expenses 2014: $203,416Net Income 2014: $49,0792014Revenue 2015: $109,027Expenses 2015: $15,618Net Income 2015: $93,4092015Revenue 2017: $448,441Expenses 2017: $128,829Net Income 2017: $319,6122017Revenue 2018: $890,943Expenses 2018: $411,492Net Income 2018: $479,4512018Revenue 2019: $425,166Expenses 2019: $76,785Net Income 2019: $348,3812019Revenue 2020: $1,858,277Expenses 2020: $75,160Net Income 2020: $1,783,1172020Revenue 2021: $1,418,917Expenses 2021: $2,056,233Net Income 2021: -$637,3162021Revenue 2022: $1,836,027Expenses 2022: $1,531,544Net Income 2022: $304,4832022Revenue 2023: $947,108Expenses 2023: $1,022,059Net Income 2023: -$74,9512023Revenue 2024: $990,283Expenses 2024: $1,002,228Net Income 2024: -$11,9452024

Highlighted filing

2014

Revenue$252,495
Expenses$203,416
Net Income$49,079
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 12, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHEN B KLEINManaging Trustee-$0--
Filing and Contact Details

Filer

Filer Name
The Stephen B Klein Charitable
EIN
86-6345329
Phone
2157519600
Address
MELLON BANK CENTER 1735 MARKET, STREET NO 4010, PHILADELPHIA, PA 19103-7501

Signing Officer

Name
Stephen B Klein
Title
Managing Trustee
Phone
2157519600
Signed
2015-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Mcgladrey Llp
Address
751 ARBOR WAY SUITE 200, BLUE BELL, PA 19422
Preparer
Christopher M Pekula
Phone
2156418600
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/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt03885
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt03885
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01935655
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt053896
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt03852
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt06997
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02196515
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0196115
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01935655
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt053896
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt03852
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt06997
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0200000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0196115
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02196515
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02000400
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0STEPHEN B KLEIN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01735 MARKET STREET SUITE 4010
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0PHILADELPHIA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0PA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd0191037501
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0254744
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0254744
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc02800 SHS POWERSHARES QQQ NASDAQ 100
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02014-03-06
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01
TaxesSchedule/TaxesDetail/Amt015
TaxesSchedule/TaxesDetail/Amt13400
TaxesSchedule/TaxesDetail/CategoryTxt0PA EXEMPT ORGANIZATION ANNUAL REGISTRATION
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL EXCISE TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN B KLEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MANAGING TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02157519600
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE STEPHEN B KLEIN CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION C/O THE KLEIN COMPANY
ReturnHeader/Filer/BusinessNameControlTxt0STEP
ReturnHeader/Filer/EIN0866345329
ReturnHeader/Filer/PhoneNum02157519600
ReturnHeader/Filer/USAddress/AddressLine1Txt0MELLON BANK CENTER 1735 MARKET
ReturnHeader/Filer/USAddress/AddressLine2Txt0STREET NO 4010
ReturnHeader/Filer/USAddress/CityNm0PHILADELPHIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0191037501
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420714325
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MCGLADREY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0751 ARBOR WAY SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BLUE BELL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019422
ReturnHeader/PreparerPersonGrp/PhoneNum02156418600
ReturnHeader/PreparerPersonGrp/PreparationDt02015-04-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTOPHER M PEKULA
ReturnHeader/ReturnTs02015-05-14T13:21:26-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$71,873
Liabilities
$0
Net assets
$71,873
Revenue
$252,495
Expenses
$203,416
Net income
$49,079
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.99$1.00$0.01
2023Summary only. Only limited summary data is available for this year.$0.04$0.00$0.95$1.02$0.07
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.11$0.00$0.11$1.84$1.53$0.30
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.73$0.00$0.73$1.42$2.06$0.64
2020Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$1.86$0.08$1.78
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.13$0.00$1.13$0.43$0.08$0.35
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.78$0.00$0.78$0.89$0.41$0.48
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.67$0.00$0.67$0.45$0.13$0.32
2015Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$0.11$0.02$0.09
2014Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.25$0.20$0.05
2014Summary only. Only limited summary data is available for this year.$0.07$0.00$0.25$0.20$0.05
2013Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$1.07$2.01$0.94
2012Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.10
2011Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.04