Stephen B Klein Charitable Foundation Tr is a 501(c)(3) organization based in Philadelphia, Pennsylvania, registered in 2006, with $990,283 in FY2024 revenue. CharityIndex grades it C.
Revenue (FY2024)
$990K
▲ 4.6% vs prior year
Philanthropy median: $168K
Expenses (FY2024)
$1.0M
Net assets
$26K
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 Stephen B Klein Charitable Foundation Tr— 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 Stephen B Klein Charitable Foundation Tr: 0 mo reserves · -1% margin earns a C 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 Stephen B Klein Charitable Foundation Tr— 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 Stephen B Klein Charitable Foundation Tr: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue declined from $1.1M (FY2013) to $990K (FY2024) across 12 reported years.
Financial snapshot
Operating margin
-1.2%
Spent more than it raised in the latest fiscal year.
Total assets
$26K
Total liabilities
$0
Net assets
$26K
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $990,283▲4.6% | $1,002,228▼1.9% | $26,216▼31.2% | $26,216▼31.2% | 990PF |
| 2023 | $947,108▼48.4% | $1,022,059▼33.3% | $38,109▼65.4% | $38,109▼65.4% | 990PF |
| 2022 | $1,836,027▲29.4% | $1,531,544▼25.5% | $110,048▼84.9% | $110,048▼84.9% | 990PF |
| 2021 | $1,418,917▼23.6% | $2,056,233▲2636% | $727,158▼61.8% | $727,158▼61.8% | 990PF |
| 2020 | $1,858,277▲337% | $75,160▼2.1% | $1,905,907▲68.7% | $1,905,907▲68.7% | 990PF |
| 2019 | $425,166▼52.3% | $76,785▼81.3% | $1,130,018▲44.4% | $1,130,018▲44.4% | 990PF |
| 2018 | $890,943▲98.7% | $411,492▲219% | $782,398▲15.9% | $782,398▲15.9% | 990PF |
| 2017 | $448,441▲116% | $128,829▲639% | $674,968▲89.9% | $674,968▲89.9% | 990PF |
| 2016 | $207,516▲90.3% | $17,442▲11.7% | $355,356▲115% | $355,356▲115% | 990PF |
| 2015 | $109,027▼56.8% | $15,618▼92.3% | $165,282▲130% | $165,282▲130% | 990PF |
| 2014 | $252,495▼76.4% | $203,416▼89.9% | $71,873▲215% | $71,873▲215% | 990PF |
| 2013 | $1,069,129 | $2,006,618▲1859% | $22,794▼97.6% | $22,794▼97.6% | 990PF |
| 2012 | — | $102,450▲147% | $960,283▲23.7% | $960,283▲23.7% | 990PF |
| 2011 | — | $41,531▲12.7% | $776,447▲35.6% | $776,447▲35.6% | 990PF |
| 2010 | — | $36,852 | $572,586 | $572,586 | 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.
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Data for Stephen B Klein Charitable Foundation Tr (EIN 86-6345329) 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.