Civic Intelligence

Samuel H Klein Family Foundation Inc.

EIN 61-0652845 • Louisville, KY

Pub. 78 Eligible
2202 Bell Tavern CourtLouisville, KY 40207
Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

69th percentile

18%

Higher net margin than 69% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2022

Asset Growth

48th percentile

2.1%

Faster asset growth than 48% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

25th percentile

-6.9%

Faster revenue growth than 25% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$1,229,163

Up $25,555 (+2.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,229,163

Up $25,555 (+2.1%) from 2023

Operations
Liabilities / Revenue30th percentileNet Margin69th percentile

Revenue

Down

$143,411

Down $10,656 (-6.9%) from 2023

Expenses

Up

$116,882

Up $4,187 (+3.7%) from 2023

Net Income

Down

$26,529

Down $14,843 (-36%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth48th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $1,234,079Liabilities 2011: $02011Assets 2012: $1,260,419Liabilities 2012: $02012Assets 2013: $1,276,141Liabilities 2013: $02013Assets 2014: $1,247,786Liabilities 2014: $02014Assets 2015: $1,217,998Liabilities 2015: $02015Assets 2020: $1,146,703Liabilities 2020: $0Net Assets 2020: $1,146,7032020Assets 2021: $1,212,440Liabilities 2021: $0Net Assets 2021: $1,212,4402021Assets 2022: $1,158,492Liabilities 2022: $0Net Assets 2022: $1,158,4922022Assets 2023: $1,203,608Liabilities 2023: $0Net Assets 2023: $1,203,6082023Assets 2024: $1,229,163Liabilities 2024: $0Net Assets 2024: $1,229,1632024

Highlighted filing

2024

Assets$1,229,163
Liabilities$0
Net Assets$1,229,163
Open 2024 Filing

Operations Trend

Revenue Growth25th percentile

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

$200K$100K$0-$100KRevenue 2011: $46,093Expenses 2011: $71,096Net Income 2011: -$25,0032011Revenue 2012: $93,521Expenses 2012: $67,180Net Income 2012: $26,3412012Revenue 2013: $95,948Expenses 2013: $79,887Net Income 2013: $16,0612013Revenue 2014: $60,024Expenses 2014: $87,101Net Income 2014: -$27,0772014Revenue 2015: $63,286Expenses 2015: $88,204Net Income 2015: -$24,9182015Revenue 2020: $41,581Expenses 2020: $115,816Net Income 2020: -$74,2352020Revenue 2021: $182,239Expenses 2021: $115,523Net Income 2021: $66,7162021Revenue 2022: $77,965Expenses 2022: $130,617Net Income 2022: -$52,6522022Revenue 2023: $154,067Expenses 2023: $112,695Net Income 2023: $41,3722023Revenue 2024: $143,411Expenses 2024: $116,882Net Income 2024: $26,5292024

Highlighted filing

2024

Revenue$143,411
Expenses$116,882
Net Income$26,529
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$1,229,163
Liabilities
$0
Net assets
$1,229,163
Revenue
$143,411
Expenses
$116,882
Net income
$26,529
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.14$0.12$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.15$0.11$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.08$0.13$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.18$0.12$0.07
2020Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.04$0.12$0.07
2015Summary only. Only limited summary data is available for this year.$1.22$0.00$0.06$0.09$0.02
2014Summary only. Only limited summary data is available for this year.$1.25$0.00$0.06$0.09$0.03
2013Summary only. Only limited summary data is available for this year.$1.28$0.00$0.10$0.08$0.02
2012Summary only. Only limited summary data is available for this year.$1.26$0.00$0.09$0.07$0.03
2011Summary only. Only limited summary data is available for this year.$1.23$0.00$0.05$0.07$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 3, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LEE K GARLOVEDirector-$0--
WILLIAM YARMUTHDirector-$0--
JUNE K ATLASDirector-$0--
Filing and Contact Details

Filer

Filer Name
Samuel H Klein Family Foundation
EIN
61-0652845
Phone
5028365254
Address
2202 BELL TAVERN COURT, LOUISVILLE, KY 40207

Signing Officer

Name
June Atlas
Title
Director
Phone
5028365254
Signed
2025-10-03
Discuss with paid preparer
Yes

Preparer

Firm
Lbmc Pc
Address
325 WEST MAIN STREET STE 1600, LOUISVILLE, KY 40202
Preparer
William G Meyer Iii
Phone
5025851600
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt18GENERAL FUND
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt21GENERAL FUND
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt24GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt25GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt26GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt27GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt28GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt29GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt30GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt31GENERAL FUND

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