TPhilanthropy, Voluntarism & GrantmakingEIN: 943316362· Ruling Year: 2000

Gerald M Kline Family Foundation

San Ramon, California

A-Health Score
75A-

Financial Health Score

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

Very Good

How This Organization Compares

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

Working Capital Ratio (net assets ÷ expenses)

This Org29.16×
Peer Median18.82×
💰
$3.9M
Total Revenue
📊
$1.0M
Total Expenses
🏦
$30.4M
Net Assets
📋
$1
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+1.3%
Year-over-year change (2022 → 2023)
Net Margin
+73.4%
Revenue minus expenses as % of revenue
Working Capital Ratio
29.16
Net assets divided by total expenses
Liabilities-to-Assets
0.0%
Total liabilities as % of total assets

Filing History

10 filings on record
YearRevenueExpensesAssets
2023$3,920,7631%$1,042,7693%$30,404,57010%
2022$3,870,7709%$1,079,094$27,519,29911%
2021$3,544,0632%$1,082,6718%$24,731,63411%
2020$3,468,1601%$1,171,79638%$22,361,65612%
2019$3,438,342346%$850,1811955%$19,987,07026%
2015$771,6352%$41,37396%$15,877,7695%
2014$752,81989%$1,116,504253%$15,147,5072%
2013$6,824,380201%$315,86012%$15,511,19272%
2012$2,265,208253%$359,90249%$9,002,67225%
2011$640,795$707,432$7,181,164

Frequently Asked Questions

What does Gerald M Kline Family Foundation do?

Gerald M Kline Family Foundation is a philanthropy, voluntarism & grantmaking nonprofit organization based in California. It is classified under NTEE code T20 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Gerald M Kline Family Foundation financially healthy?

Based on our 9-metric Financial Health Score model, Gerald M Kline Family Foundation has a score of 75/100 (Grade: A-). 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 Gerald M Kline Family Foundation generate?

Revenue data for Gerald M Kline Family Foundation is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.

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Gerald M Kline Family Foundation — San Ramon, CA | GiveScope