KLEIN FOUNDATION INC

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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

Principal Officer

JUDY CURRAN

Phone

6058457243

Tax Period

2024-01-01 to 2024-12-31

KLEIN FOUNDATION INC is a small nonprofit in the Arts, Culture & Humanities sector that reported $102K in total revenue in fiscal year 2024. Revenue surged 31% from the prior year, signaling strong growth momentum. Net assets of $414K represent 49 months of operating reserves.

Mission

LOCAL MUSEUM

Program Service Accomplishments

Program 1

Expenses: $79,720 Revenue: $38,752

MAINTAINED AND OPERATED A SMALL, LOCAL HISTORY MUSEUM. PROVIDED SEVERAL PROGRAMS ON LOCAL HISTORY AND CULTURE. PROVIDED SPACE FOR A FARMER'S MARKET.

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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 $54,998

Program Service Revenue $38,752

Investment Income $4,246

Other Revenue $3,946

TOTAL REVENUE $101,942

Expense Breakdown

Grants Paid $0

Salaries & Benefits $44,430

Fundraising Expenses $0

Program Expenses $95,363

Other Expenses $61,598

TOTAL EXPENSES $106,028

Year-over-Year Comparison

	2024	2023	Change
Revenue	$101,942	$78,063	+0.3%
Expenses	$106,028	$90,568	+0.2%
Net Income	$-4,086	$-12,505	-0.7%

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

Volunteers

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOYCE DOCKTOR	DIRECTOR	N/A	Director	$0	$0	$0
SANDY GIPP	DIRECTOR	N/A	Director	$0	$0	$0
KEN HEIL	DIRECTOR	N/A	Director	$0	$0	$0
LYLE WALTH	DIRECTOR	N/A	Director	$0	$0	$0
SHELA BOHLANDER	SECRETARY	N/A	Officer	$0	$0	$0
JUDY CURRAN	PRESIDENT	N/A	Officer	$0	$0	$0
GARY STREET	TREASURER	N/A	Officer	$0	$0	$0
KAYE WENINGER	VICE-PRESIDE	N/A	Officer	$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	No data	No data	No data	No data
2024	$101,942	$106,028	$414,057	$-4,086
2023	$78,063	$90,568	$419,393	$-12,505
2022	$88,554	$94,214	$433,148	$-5,660
2021	$97,200	$115,610	$440,058	$-18,410
2020	$118,352	$105,296	$459,718	$13,056
2019	$95,534	$79,670	$441,662	$15,864
2018	$52,809	$75,417	$425,798	$-22,608