TPhilanthropy, Voluntarism & GrantmakingEIN: 461556994· Ruling Year: 2013

Robert & Ita Klein Charitable Foundation

Beachwood, Ohio

BHealth Score
59B

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Above Average

How This Organization Compares

Compared to 20 peers in Philanthropy, Voluntarism & Grantmaking with <$100K revenue

Working Capital Ratio (net assets ÷ expenses)

This Org5.30×
Peer Median18.82×
💰
$1.3M
Total Revenue
📊
$235K
Total Expenses
🏦
$1.2M
Net Assets
📋
$4.8M
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-7.3%
Year-over-year change (2022 → 2023)
Net Margin
+81.7%
Revenue minus expenses as % of revenue
Working Capital Ratio
5.30
Net assets divided by total expenses
Liabilities-to-Assets
79.4%
Total liabilities as % of total assets

Filing History

8 filings on record
YearRevenueExpensesAssets
2023$1,285,9837%$234,70191%$6,043,0303%
2022$1,387,714111%$2,629,8232426%$6,224,12016%
2021$656,5019%$104,12497%$7,405,1228%
2020$604,07415%$3,768,64959%$6,846,08121%
2019$713,03173%$9,125,89330%$8,708,38374%
2015$2,624,21258%$7,020,938160%$33,018,81213%
2014$6,240,14155%$2,701,86026%$38,118,2055%
2013$13,722,164$3,669,807$36,369,993

Frequently Asked Questions

What does Robert & Ita Klein Charitable Foundation do?

Robert & Ita Klein Charitable Foundation is a philanthropy, voluntarism & grantmaking nonprofit organization based in Ohio. It is classified under NTEE code T20 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Robert & Ita Klein Charitable Foundation financially healthy?

Based on our 9-metric Financial Health Score model, Robert & Ita Klein Charitable Foundation has a score of 59/100 (Grade: B). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does Robert & Ita Klein Charitable Foundation generate?

Revenue data for Robert & Ita Klein Charitable Foundation is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.

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Robert & Ita Klein Charitable Foundation — Beachwood, OH | GiveScope