Civic Intelligence

The Klein Foundation

990PF • Fiscal year 2020 • EIN 75-2555667

Jan 01, 2020 to Dec 31, 2020 • Filed on Jun 07, 2021

Organization Profile
PO Box 750Marble Falls, TX 78654

(432) 684-8442

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

80th percentile

32%

Higher net margin than 80% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

98th percentile

636%

Faster asset growth than 98% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

35th percentile

-30%

Faster revenue growth than 35% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$40,744

Up $35,206 (+636%) from 2019

Net Assets

Up

$40,744

Up $35,206 (+636%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin80th percentile

Revenue

Down

$106,797

Down $45,872 (-30%) from 2019

Expenses

Down

$72,224

Down $624,200 (-90%) from 2019

Net Income

Up

$34,573

Up $578,328 (+106%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth98th 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

2020

Assets$40,744
Liabilities$0
Net Assets$40,744
Open 2020 Filing

Operations Trend

Revenue Growth35th 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

2020

Revenue$106,797
Expenses$72,224
Net Income$34,573
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jun 7, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay77th 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
PO BOX 750, MARBLE FALLS, TX 78654

Signing Officer

Name
Michael L Klein
Title
Pres/trustee
Phone
4326848442
Signed
2021-06-07
Discuss with paid preparer
Yes

Preparer

Firm
Beal & Wilkes Pc
Address
24 SMITH RD STE 225, MIDLAND, TX 79705
Preparer
Sam Wilkes
Phone
4326883946
Raw XML Appendix292 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MICHAEL L KLEIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JEANNE LEE KLEIN
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0AUSTIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd078713
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt037610
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/AppliedToCurrentYearAmt0255
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0255
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0678627
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01322840
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0224555
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0682029
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0464821
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0464821
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02976655
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt068604
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0678627
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01322840
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0224555
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0682029
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt068859
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt068604
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03441476
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt03372872
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0MICHAEL L JEANNE L KLEIN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0PO BOX 750
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0MARBLE FALLS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0TX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd078654
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0108950
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT ACCOUNT MANAGMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt011
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt011
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt124
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0633
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0NET UNREALIZED INCREASE IN INVESTMENT FMV
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt031249
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MELANIE MULLAN - CONSULTING
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1SERVICES RELATED TO AUSTIN
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2SEL INITIATIVE PLANNING
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt3AND ANALYSIS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt031249
TaxesSchedule/TaxesDetail/Amt020
TaxesSchedule/TaxesDetail/CategoryTxt02019 FORM 990-PF EXCISE TAX
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL L KLEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRES/TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04326848442
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-06-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE KLEIN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0KLEI
ReturnHeader/Filer/EIN0752555667
ReturnHeader/Filer/PhoneNum04326848442
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 750
ReturnHeader/Filer/USAddress/CityNm0MARBLE FALLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078654
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/PreparationDt02021-06-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SAM WILKES
ReturnHeader/ReturnTs02021-06-14T13:17:56-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MICHAEL L
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KLEIN
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$40,744
Liabilities
$0
Net assets
$40,744
Revenue
$106,797
Expenses
$72,224
Net income
$34,573
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