THE JOAN G & JOSEPH KLEIN JR FOUNDATION INC (EIN 311555845) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1997

Legal Domicile

Principal Officer

MICHAEL I FRIEDMAN

Phone

4107274828

Tax Period

2024-07-01 to 2025-06-30

THE JOAN G & JOSEPH KLEIN JR FOUNDATION INC, founded in 1997, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $9K in total revenue in fiscal year 2024. Revenue decreased 10% compared to the prior year. Expenses of $42K exceeded revenue, resulting in a 350% operating deficit.

Mission

TO CARRY OUT THE CHARITABLE, EDUCATIONAL, AND RELIGIOUS PURPOSES OF THE ASSOCIATED: JEWISH COMMUNITY FEDERATION OF BALTIMORE, INC.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $9,308

Other Revenue $0

TOTAL REVENUE $9,308

Expense Breakdown

Grants Paid $32,790

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $32,790

Other Expenses $9,070

TOTAL EXPENSES $41,860

Year-over-Year Comparison

	2024	2023	Change
Revenue	$9,308	$10,305	-0.1%
Expenses	$41,860	$44,948	-0.1%
Net Income	$-32,552	$-34,643	-0.1%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$265,621

Total Directors

$390,539

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHAEL I FRIEDMAN	PRESIDENT AND PUBLIC DIRECTOR	0.15	Officer Director	$0	$12,125	$265,621
LAUREN KLEIN	PUBLIC DIRECTOR	0.15	Director	$0	$5,554	$124,918
JOAN G KLEIN	VICE PRESIDENT AND DONOR DIRECTOR	0.15	Officer Director	$0	$0	$0
CYNTHIA K GOLDBERG	SECRETARY AND DONOR DIRECTOR	0.15	Officer Director	$0	$0	$0
JOSEPH KLEIN III	TREASURER	0.15	Officer	$0	$0	$0
LYNN ABESHOUSE	PUBLIC DIRECTOR	0.15	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$9,308	$41,860	$689,761	$-32,552
2024	No data	No data	No data	No data
2023	$7,373	$33,823	$630,673	$-26,450
2022	$23,318	$45,657	$633,596	$-22,339
2021	$17,934	$39,758	$771,383	$-21,824

THE JOAN G & JOSEPH KLEIN JR FOUNDATION INC