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Jean Klein Foundation

Tax-deductible

Santa Barbara, CA501(c)(3) EIN 68-0152941Revenue $147K in FY2024

On file with the IRSPo Box 22045, 93121-2045 · Santa Barbara, CATax-exempt since Jan 1990Publicly supported — 509(a)(2)

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Production of educational seminars, tapes and literature from the teachings of dr. Jean Klein, MD

501(c)(3) charity; gifts are tax-deductible.
88¢ of each $1 spent went to programs.
Run by 3 volunteers.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

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FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 3
filings with a surplus
Average surplus $1.0M a year · 99% of revenue · last 3 filings
Looks good: a surplus in 3 of the last 3 filings.
Pt I · Ln 19 · 3 filings
Spent on programs
88%
of spending
Looks good: 88% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
6 mo
of spending, in cash
Plus $2.9M in investments, Pt X · Ln 11–13
Looks good: 6.5 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
3
of 3 voting members
Looks good: 3 of 3 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$147K
+125% vs prior year
Spent
$8K
To programs
88%
Net assets
$2.9M
By yearFY2021–FY2024
Revenue
$147K
FY2024▲ +125%
Tap a bar for its year
Revenue by fiscal year
FY2021$2.8M
FY2023$66K
FY2024$147K
Expenses
$8K
FY2024
Tap a bar for its year
Expenses by fiscal year
FY2021$23K
FY2023$0
FY2024$8K
Net assets
$2.9M
FY2024▲ +5%
Tap a bar for its year
Net assets by fiscal year
FY2021$2.8M
FY2023$2.7M
FY2024$2.9M

From the FY2024 Form 990 · see the original

990 PDF Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jan 1990.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

88 cents of each dollar spent went to programs.

Program services 88% · $7K Management & general 12% · $1K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

3 people listed on the 990.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
$0Pt VII · Sec A
Ginny Craven
Secretary
$0Pt VII · Sec A
See Jean Klein Foundation executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Creates educational materials from Dr. Jean Klein's teachings.

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Provided by the organization

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1 program · $7K · in their own filed words · FY2024
01

Production of educational seminars, tapes and literature from the teachings of DR. Jean klein, MD.

$7Kprogram expense

By the numbers

The FY2024 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$147K
Ln 12
Investment incomeLn 3$147K
Gifts and grantsLn 1h$100
Money outPt IX
$8K
Ln 25
Programscol B$7K
Managementcol C$1K
Owns and owesPt X
$2.9M
net assets · Ln 32
Cash and savingsLn 1–2$4K
Total assetsLn 16$2.9M
LiabilitiesLn 26$0
PeoplePt VI, VII
3
listed · VII A
PaidVII A0
Voting boardVI 1a3
IndependentVI 1b3
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$100
Investment incomeLn 3$147K
Total revenueLn 12$147K
Assets in detailPt X, end of year
CashLn 1$4K
Cash and savings togetherLn 1–2$4K
InvestmentsLn 11–13$2.9M
Total assetsLn 16$2.9M
LiabilitiesLn 26$0
Net assetsLn 32$2.9M
OperationsPt I, VI
EmployeesI 50
VolunteersI 63
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$2K$4K
InvestmentsLn 11–13$2.7M$2.9M
Total assetsLn 16$2.7M$2.9M
LiabilitiesLn 26$0$0
Net assetsLn 32$2.7M$2.9M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$0$0
Office expensesLn 13$172$0$172$0
TravelLn 17$628$628$0$0
Conferences, conventions and meetingsLn 19$145$145$0$0
Other expenses (24a–d)Ln 24$7K$6K$833$0
Total functional expensesLn 25$8K$7K$1K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $147K$8K$139K$2.9M 990 PDF
FY2023 $66K$0$66K$2.7M 990 PDF
FY2022 Not on file
FY2021 $2.8M$23K$2.8M$2.8M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2024 990 (6 parts)
Part I · Summary $147,426 revenue, 12 lines filed
I-8 Contributions and grants$100
I-9 Program service revenue$0
I-10 Investment incomePrior year $65,641$147,326
I-11 Other revenue$0
I-12 Total revenuePrior year $65,641$147,426
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to members$0
I-15 Salaries and benefits$0
I-16a Professional fundraising fees$0
I-17 Other expenses$8,066
I-18 Total expensesPrior year $0$8,066
I-19 Revenue less expensesPrior year $65,641$139,360
Part VI · Governance 3 of 3 board members independent, 4 to look at
VI-1a Voting members of the governing body3
VI-1b Independent voting members3
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $147,426 across 4 lines filed
VIII-1f All other contributions, gifts and grants$100
VIII-1h Total contributions, gifts and grants$100
VIII-3 Investment incomeUnrelated business $0 · Excluded from tax $0$147,326
VIII-12 Total revenueRelated to mission $147,326 · Unrelated business $0 · Excluded from tax $0$147,426
Part IX · Statement of functional expenses $8,066 across 5 lines filed
IX-2 Grants to domestic individualsPrograms $0$0
IX-13 Office expensesPrograms $0 · Management $172 · Fundraising $0$172
IX-17 TravelPrograms $628 · Management $0 · Fundraising $0$628
IX-19 Conferences, conventions and meetingsPrograms $145 · Management $0 · Fundraising $0$145
IX-24 Other expenses (24a–d)Programs $6,288 · Management $833 · Fundraising $0$7,121
IX-25 Total functional expensesPrograms $7,061 · Management $1,005 · Fundraising $0$8,066
Part X · Balance sheet $2,866,081 assets, 7 lines filed
X-1 Cash, non-interest-bearingStart of year $2,355$4,389
X-11 Publicly traded securitiesStart of year $2,724,366$2,861,692
X-16 Total assetsStart of year $2,726,721$2,866,081
X-26 Total liabilitiesStart of year $0$0
X-27 Net assets without donor restrictionsStart of year $2,726,721$2,866,081
X-32 Total net assets or fund balancesStart of year $2,726,721$2,866,081
X-33 Total liabilities and net assetsStart of year $2,726,721$2,866,081
Part XI · Reconciliation of net assets $2,866,081 net assets at year end
XI-1 Total revenue$147,426
XI-2 Total expenses$8,066
XI-3 Revenue less expenses$139,360
XI-4 Net assets at start of year$2,726,721
XI-10 Net assets at end of year$2,866,081

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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