Civic Intelligence

The Philip E and Harriet J Klein Foundation Inc

EIN 52-2046127 • Baltimore, MD

1777 Reisterstown Road Suite 165Baltimore, MD 21208
Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Net Margin

16th percentile

-16%

Higher net margin than 16% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

25th percentile

$0

Higher top officer pay than 25% of similar nonprofits.

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

$10M-$25M nonprofits • Source year 2024

Asset Growth

27th percentile

-1.5%

Faster asset growth than 27% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

7th percentile

-43%

Faster revenue growth than 7% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Down

$10,703,100

Down $164,725 (-1.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$10,703,100

Down $164,725 (-1.5%) from 2023

Revenue

Down

$1,023,251

Down $782,229 (-43%) from 2023

Expenses

Down

$1,186,872

Down $470,832 (-28%) from 2023

Net Income

Down

-$163,621

Down $311,397 (-211%) from 2023

Trend Graphs

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2010: $6,885,076Liabilities 2010: $152,5002010Assets 2011: $13,714,895Liabilities 2011: $0Net Assets 2011: $13,714,8952011Assets 2012: $13,113,810Liabilities 2012: $1,720,9422012Assets 2013: $12,187,917Liabilities 2013: $860,651Net Assets 2013: $11,327,2662013Assets 2014: $11,814,634Liabilities 2014: $525,969Net Assets 2014: $11,288,6652014Assets 2015: $11,477,680Liabilities 2015: $1,445,928Net Assets 2015: $10,031,7522015Assets 2016: $9,082,552Liabilities 2016: $0Net Assets 2016: $9,082,5522016Assets 2017: $8,984,658Liabilities 2017: $390,183Net Assets 2017: $8,594,4752017Assets 2018: $8,621,743Liabilities 2018: $607,132Net Assets 2018: $8,014,6112018Assets 2019: $8,274,345Liabilities 2019: $817,046Net Assets 2019: $7,457,2992019Assets 2020: $9,856,987Liabilities 2020: $0Net Assets 2020: $9,856,9872020Assets 2021: $10,843,076Liabilities 2021: $0Net Assets 2021: $10,843,0762021Assets 2022: $10,720,049Liabilities 2022: $0Net Assets 2022: $10,720,0492022Assets 2023: $10,867,825Liabilities 2023: $0Net Assets 2023: $10,867,8252023Assets 2024: $10,703,100Liabilities 2024: $0Net Assets 2024: $10,703,1002024

Highlighted filing

2024

Assets$10,703,100
Liabilities$0
Net Assets$10,703,100

Operations Trend

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

$4.0M$2.0M$0-$2.0MRevenue 2010: $192,194Expenses 2010: $156,497Net Income 2010: $35,6972010Expenses 2011: $505,9782011Revenue 2012: $745,520Expenses 2012: $629,970Net Income 2012: $115,5502012Revenue 2013: $604,720Expenses 2013: $699,393Net Income 2013: -$94,6732013Revenue 2014: $435,147Expenses 2014: $473,732Net Income 2014: -$38,5852014Revenue 2015: $435,511Expenses 2015: $1,195,828Net Income 2015: -$760,3172015Revenue 2016: -$213,641Expenses 2016: $747,992Net Income 2016: -$961,6332016Revenue 2017: $387,581Expenses 2017: $874,333Net Income 2017: -$486,7522017Revenue 2018: $311,301Expenses 2018: $871,993Net Income 2018: -$560,6922018Revenue 2019: $337,591Expenses 2019: $893,103Net Income 2019: -$555,5122019Revenue 2020: $3,296,995Expenses 2020: $887,395Net Income 2020: $2,409,6002020Revenue 2021: $1,902,245Expenses 2021: $914,494Net Income 2021: $987,7512021Revenue 2022: $994,870Expenses 2022: $1,081,758Net Income 2022: -$86,8882022Revenue 2023: $1,805,480Expenses 2023: $1,657,704Net Income 2023: $147,7762023Revenue 2024: $1,023,251Expenses 2024: $1,186,872Net Income 2024: -$163,6212024

Highlighted filing

2024

Revenue$1,023,251
Expenses$1,186,872
Net Income-$163,621

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$10.7$0.00$10.7$1.02$1.19$0.16
2023Detailed filing. Detailed filing data is available for this year.$10.9$0.00$10.9$1.81$1.66$0.15
2022Detailed filing. Detailed filing data is available for this year.$10.7$0.00$10.7$0.99$1.08$0.09
2021Detailed filing. Detailed filing data is available for this year.$10.8$0.00$10.8$1.90$0.91$0.99
2020Detailed filing. Detailed filing data is available for this year.$9.86$0.00$9.86$3.30$0.89$2.41
2019Detailed filing. Detailed filing data is available for this year.$8.27$0.82$7.46$0.34$0.89$0.56
2018Detailed filing. Detailed filing data is available for this year.$8.62$0.61$8.01$0.31$0.87$0.56
2017Detailed filing. Detailed filing data is available for this year.$8.98$0.39$8.59$0.39$0.87$0.49
2016Detailed filing. Detailed filing data is available for this year.$9.08$0.00$9.08$0.21$0.75$0.96
2015Detailed filing. Detailed filing data is available for this year.$11.5$1.45$10.0$0.44$1.20$0.76
2014Detailed filing. Detailed filing data is available for this year.$11.8$0.53$11.3$0.44$0.47$0.04
2013Detailed filing. Detailed filing data is available for this year.$12.2$0.86$11.3$0.60$0.70$0.09
2012Summary only. Only limited summary data is available for this year.$13.1$1.72$0.75$0.63$0.12
2011Detailed filing. Detailed filing data is available for this year.$13.7$0.00$13.7$0.51
2010Summary only. Only limited summary data is available for this year.$6.89$0.15$0.19$0.16$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 17, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
P JUSTIN PEARLSTONETrustee-$0--
JEFFREY ROSENTrustee-$0--
DANIEL J KLEINTrustee/Pres-$0--
Filing and Contact Details

Filer

Filer Name
The Philip and Harriet Klein
EIN
52-2046127
Phone
4109025994
Address
1777 REISTERSTOWN ROAD SUITE 165, BALTIMORE, MD 21208

Signing Officer

Name
Daniel J Klein
Title
Trustee/PRES
Signed
2025-10-17
Discuss with paid preparer
Yes

Preparer

Firm
Feldman Blum & Associates LLC
Address
3723 OLD COURT ROAD SUITE 200, BALTIMORE, MD 21208
Preparer
Michael J Feldman
Phone
4104849900
Raw XML AppendixShowing 400 of 684 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/RecipientFoundationStatusTxt0EDUC.
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