Civic Intelligence

The Klein Foundation

990PF • Fiscal year 2014 • EIN 75-2555667

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 11, 2015

Organization Profile
600 N Marienfeld Suite 906Midland, TX 79701

(432) 684-8442

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

27th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

3rd percentile

-171%

Higher net margin than 3% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

40th percentile

-0.2%

Faster asset growth than 40% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

1st percentile

-100%

Faster revenue growth than 1% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$1,019,155

Down $2,298 (-0.2%) from 2013

Net Assets

Down

$1,019,155

Down $2,298 (-0.2%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin3rd percentile

Revenue

Down

$1,341

Down $999,426 (-100%) from 2013

Expenses

Down

$3,639

Down $1,909,685 (-100%) from 2013

Net Income

Up

-$2,298

Up $910,259 (+100%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $36,294Liabilities 2010: $0Net Assets 2010: $36,2942010Assets 2011: $34,851Liabilities 2011: $0Net Assets 2011: $34,8512011Assets 2012: $1,934,010Liabilities 2012: $0Net Assets 2012: $1,934,0102012Assets 2013: $1,021,453Liabilities 2013: $0Net Assets 2013: $1,021,4532013Assets 2014: $1,019,155Liabilities 2014: $0Net Assets 2014: $1,019,1552014Assets 2015: $521,948Liabilities 2015: $0Net Assets 2015: $521,9482015Assets 2016: $4,359Liabilities 2016: $0Net Assets 2016: $4,3592016Assets 2017: $1,874,529Liabilities 2017: $0Net Assets 2017: $1,874,5292017Assets 2018: $549,402Liabilities 2018: $0Net Assets 2018: $549,4022018Assets 2019: $5,538Liabilities 2019: $0Net Assets 2019: $5,5382019Assets 2020: $40,744Liabilities 2020: $0Net Assets 2020: $40,7442020Assets 2021: $5,110Liabilities 2021: $0Net Assets 2021: $5,1102021Assets 2022: $1,970Liabilities 2022: $0Net Assets 2022: $1,9702022Assets 2023: $1,914Liabilities 2023: $0Net Assets 2023: $1,9142023Assets 2024: $16,462Liabilities 2024: $0Net Assets 2024: $16,4622024

Highlighted filing

2014

Assets$1,019,155
Liabilities$0
Net Assets$1,019,155
Open 2014 Filing

Operations Trend

Revenue Growth1st percentile

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

$3.0M$2.0M$1.0M$0-$1.0M-$2.0MExpenses 2010: $1,214,1142010Expenses 2011: $1,4482011Expenses 2012: $8512012Revenue 2013: $1,000,767Expenses 2013: $1,913,324Net Income 2013: -$912,5572013Revenue 2014: $1,341Expenses 2014: $3,639Net Income 2014: -$2,2982014Revenue 2015: $15,639Expenses 2015: $512,846Net Income 2015: -$497,2072015Revenue 2016: $184,643Expenses 2016: $702,232Net Income 2016: -$517,5892016Revenue 2017: $2,109,003Expenses 2017: $231,516Net Income 2017: $1,877,4872017Revenue 2018: $75,531Expenses 2018: $1,384,174Net Income 2018: -$1,308,6432018Revenue 2019: $152,669Expenses 2019: $696,424Net Income 2019: -$543,7552019Revenue 2020: $106,797Expenses 2020: $72,224Net Income 2020: $34,5732020Revenue 2021: $92,000Expenses 2021: $127,634Net Income 2021: -$35,6342021Revenue 2022: $162,755Expenses 2022: $165,895Net Income 2022: -$3,1402022Revenue 2023: $121,000Expenses 2023: $121,056Net Income 2023: -$562023Revenue 2024: $366,500Expenses 2024: $351,952Net Income 2024: $14,5482024

Highlighted filing

2014

Revenue$1,341
Expenses$3,639
Net Income-$2,298
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 11, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL L KLEINPres/Trustee-$0--
JEANNE LEE KLEINVP/Sec/Tr/Tt-$0--
JACQUELYN KLEIN BROWNTrustee-$0--
ERIC KLEINTrustee-$0--
QUINCY JAMES LEETrustee-$0--
ZACHRY STEVEN LEETrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Klein Foundation
EIN
75-2555667
Phone
4326848442
Address
600 N MARIENFELD SUITE 906, MIDLAND, TX 79701

Signing Officer

Name
Michael L Klein
Title
President
Phone
4326848442
Signed
2015-11-11

Preparer

Firm
Beal & Wilkes Pc
Address
24 SMITH RD STE 225, MIDLAND, TX 79705
Preparer
Sam Wilkes
Phone
4326883946
Raw XML Appendix256 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/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0MICHAEL L KLEIN
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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/DistributableAsAdjustedAmt050204
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt050204
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01856854
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01184807
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt050204
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02991457
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01856854
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01134603
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02991457
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt03041661
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT ACCOUNT MANAGMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01407
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01782
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL L KLEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04326848442
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE KLEIN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0KLEI
ReturnHeader/Filer/EIN0752555667
ReturnHeader/Filer/PhoneNum04326848442
ReturnHeader/Filer/USAddress/AddressLine1Txt0600 N MARIENFELD SUITE 906
ReturnHeader/Filer/USAddress/CityNm0MIDLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd079701
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0752795237
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BEAL & WILKES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt024 SMITH RD STE 225
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MIDLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd079705
ReturnHeader/PreparerPersonGrp/PhoneNum04326883946
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SAM WILKES
ReturnHeader/ReturnTs02015-11-16T10:28:19-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,019,155
Liabilities
$0
Net assets
$1,019,155
Revenue
$1,341
Expenses
$3,639
Net income
-$2,298
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.37$0.35$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.12$0.12$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.16$0.17$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.09$0.13$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$0.11$0.07$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.15$0.70$0.54
2018Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$0.08$1.38$1.31
2017Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$2.11$0.23$1.88
2016Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.18$0.70$0.52
2015Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.02$0.51$0.50
2014Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.00$0.00$0.00
2013Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$1.00$1.91$0.91
2012Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.00
2011Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.00
2010Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$1.21