Civic Intelligence

Leslie and Sheila Klein Foundation Inc.

EIN 87-3616373 • New Canaan, CT

Pub. 78 Eligible
1016 Oenoke RidgeNew Canaan, CT 06840
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

24th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

25th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Net Margin

97th percentile

94%

Higher net margin than 97% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

33rd percentile

$0

Higher top officer pay than 33% of similar nonprofits.

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

$5M-$10M nonprofits • Source year 2024

Asset Growth

98th percentile

183%

Faster asset growth than 98% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

99th percentile

3357%

Faster revenue growth than 99% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$5,924,224

Up $3,834,543 (+183%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$5,924,224

Up $3,834,543 (+183%) from 2023

Operations
Liabilities / Revenue25th percentileNet Margin97th percentile

Revenue

Up

$4,075,877

Up $3,957,988 (+3357%) from 2023

Expenses

Up

$241,334

Up $98,935 (+69%) from 2023

Net Income

Up

$3,834,543

Up $3,859,053 (+15745%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth98th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2022: $2,114,191Liabilities 2022: $0Net Assets 2022: $2,114,1912022Assets 2023: $2,089,681Liabilities 2023: $0Net Assets 2023: $2,089,6812023Assets 2024: $5,924,224Liabilities 2024: $0Net Assets 2024: $5,924,2242024

Highlighted filing

2024

Assets$5,924,224
Liabilities$0
Net Assets$5,924,224
Open 2024 Filing

Operations Trend

Revenue Growth99th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2022: $2,219,274Expenses 2022: $105,083Net Income 2022: $2,114,1912022Revenue 2023: $117,889Expenses 2023: $142,399Net Income 2023: -$24,5102023Revenue 2024: $4,075,877Expenses 2024: $241,334Net Income 2024: $3,834,5432024

Highlighted filing

2024

Revenue$4,075,877
Expenses$241,334
Net Income$3,834,543
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,924,224
Liabilities
$0
Net assets
$5,924,224
Revenue
$4,075,877
Expenses
$241,334
Net income
$3,834,543
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.92$0.00$5.92$4.08$0.24$3.83
2023Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$0.12$0.14$0.02
2022Detailed filing. Detailed filing data is available for this year.$2.11$0.00$2.11$2.22$0.11$2.11
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 6, 2024
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LESLIE KLEINChairperson-$0--
SHEILA KLEINPresident-$0--
ADINA KLEINDirector-$0--
JASON MCCONNELLDirector-$0--
ROSS SMALLOWITZTreasurer, S-$0--
TODD HOTESVice Preside-$0--
ROLAND VERAVice Preside-$0--
Filing and Contact Details

Filer

Filer Name
The Leslie and Sheila Klein
EIN
87-3616373
Phone
5164665150
Address
1016 OENOKE RIDGE, NEW CANAAN, CT 06840

Signing Officer

Name
Leslie Klein
Title
Chairperson
Phone
5164665150
Signed
2024-05-06

Preparer

Firm
Steven Smallowitz & Company CPA Pc
Address
40 CUTTERMILL RD STE 305, GREAT NECK, NY 11021
Preparer
Ross Smallowitz CPA
Phone
5164665150
Raw XML Appendix292 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/AddressLine1Txt12009 SUMMER STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ROCHESTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1STAMFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd014642
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd106905
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0240000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0118465
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0118465
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt025068
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01584
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0148187
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0121535
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt025068
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01584
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0240000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0121535
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0148187
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt026652
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0LESLIE SHEILA KLEIN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01016 OENOKE RIDGE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0NEW CANAAN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd006840
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt04003154
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt04003154
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc015455 SHS APPLE INC
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02024-12-26
IRS990ScheduleB/Organization501c3ExemptPFInd0X
TaxesSchedule/TaxesDetail/Amt0634
TaxesSchedule/TaxesDetail/Amt1700
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0634
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1700
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LESLIE KLEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRPERSON
ReturnHeader/BusinessOfficerGrp/PhoneNum05164665150
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE LESLIE AND SHEILA KLEIN
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0LESL
ReturnHeader/Filer/EIN0873616373
ReturnHeader/Filer/PhoneNum05164665150
ReturnHeader/Filer/USAddress/AddressLine1Txt01016 OENOKE RIDGE
ReturnHeader/Filer/USAddress/CityNm0NEW CANAAN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006840
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0474543169
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STEVEN SMALLOWITZ & COMPANY CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt040 CUTTERMILL RD STE 305
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GREAT NECK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011021
ReturnHeader/PreparerPersonGrp/PhoneNum05164665150
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROSS SMALLOWITZ CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-05-15T12:08:06-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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