Civic Intelligence

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

990PF • Fiscal year 2020 • EIN 86-6345329

Jan 01, 2020 to Dec 31, 2020 • Filed on May 11, 2021

Organization Profile
1600 Market Street No 3150Philadelphia, PA 19103-7501

(215) 751-9600

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

97th percentile

96%

Higher net margin than 97% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

92nd percentile

69%

Faster asset growth than 92% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

97th percentile

337%

Faster revenue growth than 97% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$1,905,907

Up $775,889 (+69%) from 2019

Net Assets

Up

$1,905,907

Up $775,889 (+69%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin97th percentile

Revenue

Up

$1,858,277

Up $1,433,111 (+337%) from 2019

Expenses

Down

$75,160

Down $1,625 (-2.1%) from 2019

Net Income

Up

$1,783,117

Up $1,434,736 (+412%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth92nd 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

2020

Assets$1,905,907
Liabilities$0
Net Assets$1,905,907
Open 2020 Filing

Operations Trend

Revenue Growth97th 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

2020

Revenue$1,858,277
Expenses$75,160
Net Income$1,783,117
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 11, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay44th 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
1600 MARKET STREET NO 3150, PHILADELPHIA, PA 19103-7501

Signing Officer

Name
Stephen B Klein
Title
Managing Trustee
Phone
2157519600
Signed
2021-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
610 W GERMANTOWN PIKE SUITE 400, PLYMOUTH MEETING, PA 19462
Preparer
Heath Wawrzynek
Phone
2156433900
Raw XML Appendix353 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/RecipientUSAddress/CityNm5PHILADELPHIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6LAFAYETTE HILL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd019066
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd119004
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd219003
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd307666
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd419122
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd519107
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd6194440538
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt071500
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/AppliedToCurrentYearAmt036743
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt036743
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt028188
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0367207
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt098043
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt05574
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt03203
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt03203
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0535318
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt036306
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt028188
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0367207
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt098043
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt05574
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt073049
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt036306
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0538521
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0502215
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 3910
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0PHILADELPHIA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0PA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd0191037501
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0866695
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum11
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum21
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0318173
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt1292546
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt2255976
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc05280 SHS ISHARES RUSSELL MID-CAP ETF
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc1860 SHS SPDR S&P 500 ETF TRUST
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc23920 SHS SPDR S&P 500 ETF
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02020-01-29
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12020-09-16
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt22020-11-24
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01009316
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0BOOK-TO-TAX ADJUSTMENT ON REALIZED GAIN
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0CITIZENS BANK - WIRE TRANSFER FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1HAWTHORN FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2PRINTING
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt036
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1277
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2249
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt036
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1277
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2249
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01212
OtherIncreasesSchedule/OtherIncreasesDetail/Amt1876
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0OTHER INCREASE
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1TAX EXEMPT INCOME
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN B KLEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MANAGING TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02157519600
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-11
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/AddressLine1Txt01600 MARKET STREET NO 3150
ReturnHeader/Filer/USAddress/CityNm0PHILADELPHIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0191037501
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0610 W GERMANTOWN PIKE SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PLYMOUTH MEETING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019462
ReturnHeader/PreparerPersonGrp/PhoneNum02156433900
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HEATH WAWRZYNEK
ReturnHeader/ReturnTs02021-05-12T13:39:14-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0STEPHEN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KLEIN
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
$1,905,907
Liabilities
$0
Net assets
$1,905,907
Revenue
$1,858,277
Expenses
$75,160
Net income
$1,783,117
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
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
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