ROLF AND ALICE KLEP EDUCATIONAL AND CHARITABLE TRUST

EIN: 930796366 501(c)(3) Arts, Culture & Humanities

ASTORIA, OR

Total Revenue
$99,886
Total Expenses
$120,669
Total Assets
$2,075,388
Net Assets
$2,075,388
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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
1981
Legal Domicile
OR
Principal Officer
DON VOLLUM
Phone
5033252323
Tax Period
2024-01-01 to 2024-12-31

ROLF AND ALICE KLEP EDUCATIONAL AND CHARITABLE TRUST, founded in 1981, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $100K in total revenue in fiscal year 2024. Revenue surged 473% from the prior year, signaling strong growth momentum. Expenses of $121K exceeded revenue, resulting in a 21% operating deficit.

Mission

TO SUPPORT THE OPERATIONS OF THE COLUMBIA RIVER MARITIME MUSEUM.

Program Service Accomplishments

Program 1
Expenses: $109,031

DISTRIBUTIONS TO THE COLUMBIA RIVER MARITIME MUSEUM TO SUPPORT MUSEUM PROGRAM OPERATIONS. THE TRUST MADE DISTRIBUTIONS TO THE COLUMBIA RIVER MARITIME MUSEUM DURING THE YEAR ENDED DECEMBER 31, 2024...

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DISTRIBUTIONS TO THE COLUMBIA RIVER MARITIME MUSEUM TO SUPPORT MUSEUM PROGRAM OPERATIONS. THE TRUST MADE DISTRIBUTIONS TO THE COLUMBIA RIVER MARITIME MUSEUM DURING THE YEAR ENDED DECEMBER 31, 2024 TOTALING $109,031.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $99,886
Other Revenue $0
TOTAL REVENUE $99,886

Expense Breakdown

Grants Paid $109,031
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $109,031
Other Expenses $11,638
TOTAL EXPENSES $120,669

Year-over-Year Comparison

2024 2023 Change
Revenue $99,886 $17,422 +4.7%
Expenses $120,669 $123,776 0.0%
Net Income $-20,783 $-106,354 -0.8%
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

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Governance

Voting Members
5
Independent Members
4
Employees
N/A
Volunteers
4

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
2
$158,156
Total Directors
5
$158,156
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
BRUCE JONES TRUSTEE 0.30
Officer Director
$0 $8,156 $158,156
DON VOLLUM CHAIR 0.30
Officer Director
$0 $0 $0
MARY MEYERS TRUSTEE 0.30
Director
$0 $0 $0
JACK FICKEN TRUSTEE 0.30
Director
$0 $0 $0
JOSH STELLMON TRUSTEE 0.30
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
2024 $99,886 $120,669 $2,075,388 $-20,783
2023 $17,422 $123,776 $2,020,459 $-106,354
2022 $38,170 $116,585 $1,899,429 $-78,415
2021 $183,391 $117,122 $2,395,299 $66,269
2020 $50,291 $113,765 $2,234,560 $-63,474
2019 $96,481 $106,566 $2,128,605 $-10,085
2018 $111,822 $119,257 $1,924,082 $-7,435
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