Civic Intelligence

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

990PF • Fiscal year 2017 • EIN 86-6345329

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 03, 2018

Organization Profile
1735 Market Street No 3910Philadelphia, PA 19103-7501

(215) 751-9600

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Net Margin

95th percentile

71%

Higher net margin than 95% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Asset Growth

95th percentile

90%

Faster asset growth than 95% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

92nd percentile

116%

Faster revenue growth than 92% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$674,968

Up $509,686 (+308%) from 2015

Net Assets

Up

$674,968

Up $509,686 (+308%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin95th percentile

Revenue

Up

$448,441

Up $339,414 (+311%) from 2015

Expenses

Up

$128,829

Up $113,211 (+725%) from 2015

Net Income

Up

$319,612

Up $226,203 (+242%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth95th 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: $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

2017

Assets$674,968
Liabilities$0
Net Assets$674,968
Open 2017 Filing

Operations Trend

Revenue Growth92nd 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 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

2017

Revenue$448,441
Expenses$128,829
Net Income$319,612
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 3, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay54th 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
1735 MARKET STREET NO 3910, PHILADELPHIA, PA 19103-7501

Signing Officer

Name
Stephen B Klein
Title
Managing Trustee
Phone
2157519600
Signed
2018-04-03
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
518 TOWNSHIP LINE ROAD SUITE 300, BLUE BELL, PA 19422
Preparer
Michelle Malimban
Phone
2156418600
Raw XML Appendix339 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt045 BARLTETT CRES STE 2
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1272 S BRYN MAWR AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BROOKLINE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BRYN MAWR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002446
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd119010
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0120000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt024557
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt024557
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt05574
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt03203
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0196115
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01935655
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt053896
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt053896
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02238590
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt098043
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt05574
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt03203
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0196115
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01935655
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0122600
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt098043
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02292486
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02194443
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0STEPHEN B KLEIN
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01735 MARKET STREET SUITE 3910
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0PHILADELPHIA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0PA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd0191037501
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt072948
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt072948
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc03160 SHSPOWERSHARES QQQ NASDAQ 100
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02017-02-06
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISC EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0137
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0137
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1472
TaxesSchedule/TaxesDetail/Amt015
TaxesSchedule/TaxesDetail/Amt15605
TaxesSchedule/TaxesDetail/CategoryTxt0PA EXEMPT ORGANIZATION ANNUAL REGISTRATION
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAX PAYMENTS
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN B KLEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MANAGING TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02157519600
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-03
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/AddressLine1Txt01735 MARKET STREET NO 3910
ReturnHeader/Filer/USAddress/CityNm0PHILADELPHIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0191037501
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B004826FD69B224E7044EFB759AF5CFDB4B25BFA
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0FF7B79C6F17401B92B049022586E0F66AF18E737
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0108.171.131.171
ReturnHeader/FilingSecurityInformation/IPDt02018-04-03
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm010:17:45
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420714325
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RSM US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0518 TOWNSHIP LINE ROAD SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BLUE BELL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019422
ReturnHeader/PreparerPersonGrp/PhoneNum02156418600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHELLE MALIMBAN
ReturnHeader/ReturnTs02018-04-09T17:00:18-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$674,968
Liabilities
$0
Net assets
$674,968
Revenue
$448,441
Expenses
$128,829
Net income
$319,612
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
2017Detailed filing. Detailed filing data is available for this year.$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
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