Civic Intelligence

The Stephen B Klein Charitable

EIN 86-6345329 • Philadelphia, PA

Refreshing map…

1600 Market Street 3150Philadelphia, PA 19103-7501
Siviq Scores

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

Liabilities / Assets

43rd percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Net Margin

38th percentile

-1.2%

Higher net margin than 38% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

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

$500k-$1M nonprofits • Source year 2024

Asset Growth

8th percentile

-31%

Faster asset growth than 8% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

45th percentile

4.6%

Faster revenue growth than 45% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Down

$26,216

Down $11,893 (-31%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

$26,216

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue44th percentileNet Margin38th percentile

Revenue

Up

$990,283

Up $43,175 (+4.6%) from 2023

Expenses

Down

$1,002,228

Down $19,831 (-1.9%) from 2023

Net Income

Up

-$11,945

Up $63,006 (+84%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth8th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $776,447Liabilities 2011: $0Net Assets 2011: $776,4472011Assets 2012: $960,283Liabilities 2012: $0Net Assets 2012: $960,2832012Assets 2013: $22,794Liabilities 2013: $0Net Assets 2013: $22,7942013Assets 2014: $71,873Liabilities 2014: $12014Assets 2015: $165,282Liabilities 2015: $0Net Assets 2015: $165,2822015Assets 2017: $674,968Liabilities 2017: $0Net Assets 2017: $674,9682017Assets 2018: $782,398Liabilities 2018: $0Net Assets 2018: $782,3982018Assets 2019: $1,130,018Liabilities 2019: $0Net Assets 2019: $1,130,0182019Assets 2020: $1,905,907Liabilities 2020: $0Net Assets 2020: $1,905,9072020Assets 2021: $727,158Liabilities 2021: $0Net Assets 2021: $727,1582021Assets 2022: $110,048Liabilities 2022: $0Net Assets 2022: $110,0482022Assets 2023: $38,109Liabilities 2023: $12023Assets 2024: $26,216Liabilities 2024: $0Net Assets 2024: $26,2162024

Highlighted filing

2024

Assets$26,216
Liabilities$0
Net Assets$26,216
Open 2024 Filing

Operations Trend

Revenue Growth45th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $41,5312011Expenses 2012: $102,4502012Revenue 2013: $1,069,129Expenses 2013: $2,006,618Net Income 2013: -$937,4892013Revenue 2014: $252,495Expenses 2014: $203,416Net Income 2014: $49,0792014Revenue 2015: $109,027Expenses 2015: $15,618Net Income 2015: $93,4092015Revenue 2017: $448,441Expenses 2017: $128,829Net Income 2017: $319,6122017Revenue 2018: $890,943Expenses 2018: $411,492Net Income 2018: $479,4512018Revenue 2019: $425,166Expenses 2019: $76,785Net Income 2019: $348,3812019Revenue 2020: $1,858,277Expenses 2020: $75,160Net Income 2020: $1,783,1172020Revenue 2021: $1,418,917Expenses 2021: $2,056,233Net Income 2021: -$637,3162021Revenue 2022: $1,836,027Expenses 2022: $1,531,544Net Income 2022: $304,4832022Revenue 2023: $947,108Expenses 2023: $1,022,059Net Income 2023: -$74,9512023Revenue 2024: $990,283Expenses 2024: $1,002,228Net Income 2024: -$11,9452024

Highlighted filing

2024

Revenue$990,283
Expenses$1,002,228
Net Income-$11,945
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$26,216
Liabilities
$0
Net assets
$26,216
Revenue
$990,283
Expenses
$1,002,228
Net income
-$11,945
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.99$1.00$0.01
2023Summary only. Only limited summary data is available for this year.$0.04$0.00$0.95$1.02$0.07
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.11$0.00$0.11$1.84$1.53$0.30
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.73$0.00$0.73$1.42$2.06$0.64
2020Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$1.86$0.08$1.78
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.13$0.00$1.13$0.43$0.08$0.35
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.78$0.00$0.78$0.89$0.41$0.48
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.67$0.00$0.67$0.45$0.13$0.32
2015Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$0.11$0.02$0.09
2014Summary only. Only limited summary data is available for this year.$0.07$0.00$0.25$0.20$0.05
2013Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$1.07$2.01$0.94
2012Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.10
2011Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 23, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHEN B KLEINManaging Trustee-$0--
Filing and Contact Details

Filer

Filer Name
The Stephen B Klein Charitable
EIN
86-6345329
Phone
2157519600
Address
1600 MARKET STREET 3150, PHILADELPHIA, PA 19103-7501

Signing Officer

Name
Stephen B Klein
Title
Managing Trustee
Phone
2157519600
Signed
2025-07-23
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
150 S WARNER ROAD SUITE 310, KING OF PRUSSIA, PA 19406
Preparer
Heath Wawrzynek
Phone
2156433900
Raw XML Appendix289 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.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt02100
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01050
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt032830
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt06840
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt039670
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01050
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01050
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01000000
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt032830
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-11945
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0957453
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0720731
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0720731
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0720731
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt052
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt026216
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt038109
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt026216
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt06278
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt06278
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt06278
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt016736
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt010458
IRS990PF/DistributableAmountGrp/TotalTaxAmt010458
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt03319
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt0419
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02196
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt010458
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt03319
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt010458
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt010458
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
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IRS990PF/FMVAssetsEOYAmt026216
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt013977
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt011877
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt011877
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt038109
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt026216
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt024132
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt014339
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt014339
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt026216
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt05097
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
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IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
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IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt02008826
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt036306
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt028188
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt028188
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt05526220
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0994772
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0996956
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01489360
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02008826
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt036306
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01001050
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0994772
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt05554408
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt04559636
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0STEPHEN B KLEIN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01600 MARKET STREET SUITE 3150
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0PHILADELPHIA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0PA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd0191037501
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0950613
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum11
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum21
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum31
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0247658
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt1248481
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt2253823
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt3200651
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0530 SHS SPDR S&P 500 ETF TRUST
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc11286 SHS ISHARES RUSSELL 2000 ETF
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc22126 SHS ISHARES SELECT DIVIDEND ETF
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc3361 SHS SPDR S&P 500 ETF TRUST
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02024-01-05
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12024-02-08
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt22024-03-08
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt32024-07-10
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0HAWTHORN FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0128
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0128
OtherIncreasesSchedule/OtherIncreasesDetail/Amt052
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0OTHER INCREASE
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN B KLEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MANAGING TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02157519600
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE STEPHEN B KLEIN CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION C/O THE KLEIN COMPANY
ReturnHeader/Filer/BusinessNameControlTxt0STEP
ReturnHeader/Filer/EIN0866345329
ReturnHeader/Filer/PhoneNum02157519600
ReturnHeader/Filer/USAddress/AddressLine1Txt01600 MARKET STREET 3150
ReturnHeader/Filer/USAddress/CityNm0PHILADELPHIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0191037501
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0150 S WARNER ROAD SUITE 310
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KING OF PRUSSIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019406
ReturnHeader/PreparerPersonGrp/PhoneNum02156433900
ReturnHeader/PreparerPersonGrp/PreparationDt02025-07-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HEATH WAWRZYNEK
ReturnHeader/ReturnTs02025-07-31T11:26:00-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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