Timothy P Klein Memorial Foundation Inc (EIN 883058563) - 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

2022

Legal Domicile

Principal Officer

Erin Klein

Phone

5164619600

Tax Period

2023-01-01 to 2023-12-31

Timothy P Klein Memorial Foundation Inc, founded in 2022, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $208K in total revenue in fiscal year 2023. Revenue fell 52% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $158K, a strong 76% operating margin.

Mission

Provide financial assistance and scholarships to first responder and military communities.

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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 (2023)

Revenue Breakdown

Contributions & Grants $137,735

Program Service Revenue $0

Investment Income $209

Other Revenue $69,936

TOTAL REVENUE $207,880

Expense Breakdown

Grants Paid $33,100

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $49,336

Other Expenses $16,349

TOTAL EXPENSES $49,449

Year-over-Year Comparison

	2023	2022	Change
Revenue	$207,880	$434,781	-0.5%
Expenses	$49,449	$12,644	+2.9%
Net Income	$158,431	$422,137	-0.6%

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

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
Diane Klein	Director	1.00	Director	$0	$0	$0
Erin Klein	Director	1.00	Director	$0	$0	$0
Andrew Spadaro	Director	1.00	Director	$0	$0	$0
Vincent Geary	Director - past	1.00	Director	$0	$0	$0
Robert Kittelberger	Director - past	1.00	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$207,880	$49,449	$580,568	$158,431
2022	$434,781	$12,644	$422,137	$422,137

Timothy P Klein Memorial Foundation Inc