Robert & Ita Klein Charitable Foundation is a 501(c)(3) organization based in Beachwood, Ohio, registered in 2013, with $3,885,640 in FY2024 revenue. CharityIndex grades it C+.
Revenue (FY2024)
$3.9M
▲ 202.2% vs prior year
Philanthropy median: $168K
Expenses (FY2024)
$112K
Net assets
$5.0M
Employees
—
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Robert & Ita Klein Charitable Foundation— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Robert & Ita Klein Charitable Foundation: 534 mo reserves · +97% margin earns a B+ on this criterion. See the exact thresholds →
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Robert & Ita Klein Charitable Foundation— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Robert & Ita Klein Charitable Foundation: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue grew from $2.6M (FY2015) to $3.9M (FY2024) across 10 reported years.
Financial snapshot
Operating margin
97.1%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$6.4M
Total liabilities
$1.4M
Net assets
$5.0M
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $3,885,640▲202% | $112,324▼52.1% | $4,999,568▲302% | $6,399,568▲5.9% | 990PF |
| 2023 | $1,285,983▼7.3% | $234,701▼91.1% | $1,243,030▲377% | $6,043,030▼2.9% | 990PF |
| 2022 | $1,387,714▲111% | $2,629,823▲2426% | $260,413▼81.9% | $6,224,120▼15.9% | 990PF |
| 2021 | $656,501▲8.7% | $104,124▼97.2% | $1,441,415▲63.4% | $7,405,122▲8.2% | 990PF |
| 2020 | $604,074▼15.3% | $3,768,649▼58.7% | $882,374▼78.3% | $6,846,081▼21.4% | 990PF |
| 2019 | $713,031▼70.4% | $9,125,893▲3.5% | $4,057,176▼67.0% | $8,708,383▼39.8% | 990PF |
| 2018 | $2,411,853▲450% | $8,814,372 | $12,307,032▼35.6% | $14,470,566▼24.4% | 990PF |
| 2017 | $438,622▲24.0% | $8,818,285▲39.4% | $19,104,648▼28.9% | $19,142,148▼29.1% | 990PF |
| 2016 | $353,852▼86.5% | $6,327,587▼12.9% | $26,857,868▼18.7% | $26,987,802▼18.3% | 990PF |
| 2015 | $2,624,212 | $7,260,616 | $33,018,812 | $33,018,812 | 990PF |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
3 grants to Robert & Ita Klein Charitable Foundation totaling $260K, reported by foundations on their Schedule I filings.
| Grantmaker | Purpose | Year | Amount |
|---|---|---|---|
| National Philanthropic Tr | Public, societal benefit | 2020 | $170,000 |
| National Society For Hebrew Day Schools | Charitable | 2019 | $25,000 |
| National Society For Hebrew Day Schools | Charitab;e | 2018 | $65,000 |
Explore more
Data for Robert & Ita Klein Charitable Foundation (EIN 46-1556994) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.