Civic Intelligence

Klm Foundation

990PF • Fiscal year 2021 • EIN 95-4682685

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 14, 2022

Organization Profile
10100 Santa Monica Blvd Ste 610Los Angeles, CA 90067

(310) 551-9936

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

Higher debt load relative to assets than 18% of similar nonprofits.

2021 filings • $100M-$250M nonprofits • Source year 2021

Liabilities / Revenue

20th percentile

0.04x

Higher debt load relative to revenue than 20% of similar nonprofits.

2021 filings • $100M-$250M nonprofits • Source year 2021

Net Margin

89th percentile

61%

Higher net margin than 89% of similar nonprofits.

2021 filings • $100M-$250M nonprofits • Source year 2021

Top Officer Pay

12th percentile

$0

Higher top officer pay than 12% of similar nonprofits.

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

2021 filings • $100M-$250M nonprofits • Source year 2021

Asset Growth

50th percentile

10%

Faster asset growth than 50% of similar nonprofits.

2021 filings • $100M-$250M nonprofits • Annualized from 2020 to 2021

Revenue Growth

79th percentile

50%

Faster revenue growth than 79% of similar nonprofits.

2021 filings • $100M-$250M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$114,072,777

Up $10,450,112 (+10%) from 2020

Net Assets

Up

$113,515,280

Up $10,336,807 (+10%) from 2020

Liabilities

Up

$557,497

Up $113,305 (+26%) from 2020

Revenue And Expenses
Liabilities / Revenue20th percentileNet Margin89th percentile

Revenue

Up

$13,291,228

Up $4,432,081 (+50%) from 2020

Expenses

Down

$5,197,599

Down $24,808 (-0.5%) from 2020

Net Income

Up

$8,093,629

Up $4,456,889 (+123%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

$150M$100M$50M$0Assets 2011: $35,135,569Liabilities 2011: $11,7672011Assets 2012: $39,977,322Liabilities 2012: $214,9942012Assets 2013: $47,657,530Liabilities 2013: $394,8192013Assets 2014: $49,372,218Liabilities 2014: $210,0502014Assets 2015: $78,902,777Liabilities 2015: $97,6802015Assets 2019: $91,333,310Liabilities 2019: $291,7492019Assets 2020: $103,622,665Liabilities 2020: $444,192Net Assets 2020: $103,178,4732020Assets 2021: $114,072,777Liabilities 2021: $557,497Net Assets 2021: $113,515,2802021Assets 2022: $90,908,860Liabilities 2022: $827,113Net Assets 2022: $90,081,7472022Assets 2023: $103,388,474Liabilities 2023: $1,015,606Net Assets 2023: $102,372,8682023Assets 2024: $113,922,592Liabilities 2024: $1,111,663Net Assets 2024: $112,810,9292024

Highlighted filing

2021

Assets$114,072,777
Liabilities$557,497
Net Assets$113,515,280
Open 2021 Filing

Operations Trend

Revenue Growth79th percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2011: $3,579,668Expenses 2011: $1,515,660Net Income 2011: $2,064,0082011Revenue 2012: $3,638,950Expenses 2012: $2,097,355Net Income 2012: $1,541,5952012Revenue 2013: $4,265,769Expenses 2013: $2,153,127Net Income 2013: $2,112,6422013Revenue 2014: $5,553,194Expenses 2014: $2,300,479Net Income 2014: $3,252,7152014Revenue 2015: $3,768,633Expenses 2015: $2,613,111Net Income 2015: $1,155,5222015Revenue 2019: $6,154,721Expenses 2019: $4,664,062Net Income 2019: $1,490,6592019Revenue 2020: $8,859,147Expenses 2020: $5,222,407Net Income 2020: $3,636,7402020Revenue 2021: $13,291,228Expenses 2021: $5,197,599Net Income 2021: $8,093,6292021Revenue 2022: $2,521,955Expenses 2022: $5,847,206Net Income 2022: -$3,325,2512022Revenue 2023: $3,163,559Expenses 2023: $5,712,142Net Income 2023: -$2,548,5832023Revenue 2024: $10,304,793Expenses 2024: $5,763,260Net Income 2024: $4,541,5332024

Highlighted filing

2021

Revenue$13,291,228
Expenses$5,197,599
Net Income$8,093,629
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 14, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay12th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHLEEN L MCCARTHYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Klm Foundation
EIN
95-4682685
Phone
3105519936
Address
10100 SANTA MONICA BLVD STE 610, LOS ANGELES, CA 90067

Signing Officer

Name
Kathleen L Mccarthy
Title
Trustee
Phone
3105519936
Signed
2022-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Andersen Tax LLC
Address
350 SOUTH GRAND AVE SUITE 2000, LOS ANGELES, CA 90071
Preparer
Susan K Amster
Phone
2135932300
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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 990-PF, PART VI-B, LINE 1A(3)
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THE KLM FOUNDATION, A TRUSTEE OF THE KLM FOUNDATION, AND ANOTHER PRIVATE FOUNDATION SHARE OFFICE EXPENSES AND EQUIPMENT BASED UPON USAGE.
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75SCHLUMBERGER LTD COM COM
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77STATE STR CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78T-MOBILE US INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79TE CONNECTIVITY LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80TRUIST FINL CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81UNITEDHEALTH GROUP INC COM
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt14991040
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2243558
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt30
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0PARTNERSHIP INVESTMENT - OCM HIGH YIELD PLUS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1PARTNERSHIP INVESTMENT - ARCHIPELAGO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2PARTNERSHIP INVESTMENT - OAKTREE POWER OPPS IV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3PARTNERSHIP INVESTMENT - OCM OPPS FUND VII
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt01458
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt14991040
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2243558
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt34027
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/UnrelatedBusinessTaxblIncmAmt02080
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IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt012868985
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt047487
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt047487
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0102143
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt010128595
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt04751800
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt04246800
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0422243
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt091
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt091
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt01432346
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt05854821
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt08093629
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt012290454
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt060569
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt037506
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt037506
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt075012
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt07014164
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt011235280
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt015887
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt015888
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt031775
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0687
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0687
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt019746
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0253972
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0172791
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt0150
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt050345
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0568300
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt04852830
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0405976
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt05197599
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt011641256
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt013291228
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0101030
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0405976
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0950799
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt02151605
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11410
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt27452
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt31392
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt03523349
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt15414530
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt21190716
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt40
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt50
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt03523349
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt15414530
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt21190716
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt40
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt50
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt03523349
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt15414530
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt23342321
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt31410
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt47452
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt51392
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0FROM K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2NORTHERN TRUST PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3DISPOSITION OF INTEREST IN OCM PRINCIPAL OPPORTUNITIES FUND IV AIF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4DISPOSITION OF INTEREST IN OCM PRINCIPAL OPPORTUNITIES FUND IV, L.P.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5DISPOSITION OF INTEREST IN OAKTREE HIGH YIELD PLUS FEEDER FUND, L.P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt010128595
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt08093629
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt02243178

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$114,072,777
Liabilities
$557,497
Net assets
$113,515,280
Revenue
$13,291,228
Expenses
$5,197,599
Net income
$8,093,629
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$114$1.11$113$10.3$5.76$4.54
2023Detailed filing. Detailed filing data is available for this year.$103$1.02$102$3.16$5.71$2.55
2022Detailed filing. Detailed filing data is available for this year.$90.9$0.83$90.1$2.52$5.85$3.33
2021Detailed filing. Detailed filing data is available for this year.$114$0.56$114$13.3$5.20$8.09
2020Detailed filing. Detailed filing data is available for this year.$104$0.44$103$8.86$5.22$3.64
2019Summary only. Only limited summary data is available for this year.$91.3$0.29$6.15$4.66$1.49
2015Summary only. Only limited summary data is available for this year.$78.9$0.10$3.77$2.61$1.16
2014Summary only. Only limited summary data is available for this year.$49.4$0.21$5.55$2.30$3.25
2013Summary only. Only limited summary data is available for this year.$47.7$0.39$4.27$2.15$2.11
2012Summary only. Only limited summary data is available for this year.$40.0$0.21$3.64$2.10$1.54
2011Summary only. Only limited summary data is available for this year.$35.1$0.01$3.58$1.52$2.06