Civic Intelligence

Klm Foundation

990PF • Fiscal year 2022 • EIN 95-4682685

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 15, 2023

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

24th percentile

0.01x

Higher debt load relative to assets than 24% of similar nonprofits.

2022 filings • $50M-$100M nonprofits • Source year 2022

Liabilities / Revenue

53rd percentile

0.33x

Higher debt load relative to revenue than 53% of similar nonprofits.

2022 filings • $50M-$100M nonprofits • Source year 2022

Net Margin

5th percentile

-132%

Higher net margin than 5% of similar nonprofits.

2022 filings • $50M-$100M nonprofits • Source year 2022

Top Officer Pay

16th percentile

$0

Higher top officer pay than 16% of similar nonprofits.

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

2022 filings • $50M-$100M nonprofits • Source year 2022

Asset Growth

6th percentile

-20%

Faster asset growth than 6% of similar nonprofits.

2022 filings • $50M-$100M nonprofits • Annualized from 2021 to 2022

Revenue Growth

4th percentile

-81%

Faster revenue growth than 4% of similar nonprofits.

2022 filings • $50M-$100M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$90,908,860

Down $23,163,917 (-20%) from 2021

Net Assets

Down

$90,081,747

Down $23,433,533 (-21%) from 2021

Liabilities

Up

$827,113

Up $269,616 (+48%) from 2021

Revenue And Expenses
Liabilities / Revenue53rd percentileNet Margin5th percentile

Revenue

Down

$2,521,955

Down $10,769,273 (-81%) from 2021

Expenses

Up

$5,847,206

Up $649,607 (+12%) from 2021

Net Income

Down

-$3,325,251

Down $11,418,880 (-141%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth6th 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

2022

Assets$90,908,860
Liabilities$827,113
Net Assets$90,081,747
Open 2022 Filing

Operations Trend

Revenue Growth4th 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

2022

Revenue$2,521,955
Expenses$5,847,206
Net Income-$3,325,251
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 15, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay16th 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
2023-11-15
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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IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/UnrelatedBusinessTaxblIncmAmt013342
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt02542061
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IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt028002
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt056003
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0758
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0758
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt017954
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0416550
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0263651
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt060397
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0365300
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt05219655
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0392799
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt05847206
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt03610348
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt02521955
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt068255
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0392799
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0698306
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0904299
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt163665
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt163665
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt163665
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt23312690
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0FROM K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2NORTHERN TRUST PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02022-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12022-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22022-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01847761
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-3325251
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt020108282
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0110190029
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0113515280
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt090081747
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt04107240
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt04107240
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt04107240

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$90,908,860
Liabilities
$827,113
Net assets
$90,081,747
Revenue
$2,521,955
Expenses
$5,847,206
Net income
-$3,325,251
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