Kleemeier Family Fund

Kleemeier Family Fund shows strong asset growth and zero officer compensation over a decade.

EIN: 203762251 · Tulsa, OK · NTEE: T22 · Updated: 2026-03-28

$696KRevenue
$3.6MAssets
90/100Mission Score (Excellent)
T22
Kleemeier Family Fund Financial Summary
MetricValue
Total Revenue$696K
Total Expenses$147K
Program Spending95%
Net Assets$3.0M
Transparency Score90/100

Is Kleemeier Family Fund Legit?

Appears Legitimate

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
NoneRed Flags

Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →

Kleemeier Family Fund directs 95% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Kleemeier Family Fund

Kleemeier Family Fund (EIN: 203762251) is a nonprofit organization based in Tulsa, OK, classified under NTEE code T22. The organization reported total revenue of $696K and total assets of $3.6M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Kleemeier Family Fund's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

17Years Operating
SmallSize Classification
10Years of Filings
MixedRevenue Trajectory

Kleemeier Family Fund is a small nonprofit that has been operating for 17 years, with 10 years of IRS 990 filings on record (2012–2024). Revenue has grown at a compound annual rate of 29.9%.

Key Financial Metrics (2024)

From the most recent IRS 990 filing on record:

Total Revenue$168K
Total Expenses$147K
Surplus / Deficit+$21K
Total Assets$3.0M
Total Liabilities$1
Net Assets$3.0M
Operating Margin12.5%
Debt-to-Asset Ratio0.0%
Months of Reserves248.2 months

Financial Health Grade: A

In 2024, Kleemeier Family Fund reported a surplus of $21K with revenue exceeding expenses, holds 248.2 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).

Financial Trends

Over 10 years of filings (2012–2024), Kleemeier Family Fund's revenue has grown at a compound annual growth rate (CAGR) of 29.9%.

YearRevenue ChangeExpense ChangeAsset Change
2024+97.1%+413.1%+41.5%
2023-68.6%+3.8%+76.6%
2022+1790.7%-60.8%+164.8%
2021+20.9%+32.6%-11.0%
2020+80.9%+6.9%-17.8%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date2009

Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.

AI Transparency Report

The Kleemeier Family Fund demonstrates strong financial health with consistently growing assets, reaching $3,645,083 in the latest period. The organization's revenue has also shown significant growth, with the latest reported revenue at $696,341. As a private foundation (implied by NTEE T22 and asset growth), its primary function is grantmaking, and the low expense figures relative to assets and revenue suggest efficient operation in managing its endowment and distributing funds. The consistent reporting of zero officer compensation enhances its transparency and indicates that the fund is likely managed by volunteers or through external, non-compensated trustees, which is a positive sign for donor confidence. The fund's spending efficiency appears high, as evidenced by the low reported expenses across multiple years compared to its asset base and revenue. For instance, in 202406, expenses were $147,028 against $168,010 in revenue, and in 202306, expenses were only $28,655 against $85,237 in revenue. This suggests that a substantial portion of its income is either reinvested or directly allocated to its programmatic mission (grantmaking) rather than being consumed by administrative overhead. The consistent reporting of minimal liabilities further underscores its financial stability and responsible management. Transparency is excellent, particularly with the consistent reporting of zero officer compensation across all available filings. This indicates a clear commitment to ensuring that funds are directed towards the mission rather than executive salaries. The consistent filing of IRS Form 990s over a decade also demonstrates a commitment to public accountability and regulatory compliance, providing a clear historical record of its financial activities and growth.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Kleemeier Family Fund with a Mission Score of 90 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.

Spending Breakdown

  • admin: 5%
  • programs: 95%
  • fundraising: 0%

According to IRS 990 filings, Kleemeier Family Fund allocates its expenses as follows: admin: 5%, programs: 95%, fundraising: 0%. With 95% directed toward programs, this reflects a strong commitment to its charitable mission.

Key Financial Metrics (2024)

From the most recent IRS 990 filing on record:

$168KTotal Revenue
$147KTotal Expenses
$3.0MTotal Assets
$1Total Liabilities
$3.0MNet Assets
  • The organization reported a surplus of $21K, with revenue exceeding expenses.
  • Debt-to-asset ratio: 0.0%.

Executive Compensation Analysis

Executive compensation is consistently reported as 0% across all available filings, indicating that the organization's leadership is either volunteer-based or compensated through other entities, which is highly favorable for directing funds to its mission.

Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.

Strengths

The following positive indicators were identified for Kleemeier Family Fund:

  • Strong and consistent asset growth, from $571,899 in 201206 to $3,645,083 currently.
  • Zero officer compensation reported across all available filings, indicating high efficiency and mission focus.
  • Very low administrative expenses relative to total assets and revenue, suggesting efficient operations.
  • Consistent IRS 990 filing history over a decade, demonstrating strong transparency and compliance.
  • Minimal liabilities reported across all periods, indicating excellent financial stability.

Frequently Asked Questions about Kleemeier Family Fund

Is Kleemeier Family Fund a legitimate charity?

Kleemeier Family Fund (EIN: 203762251) is a registered tax-exempt nonprofit based in Oklahoma. Our AI analysis gives it a Mission Score of 90/100. It has 10 years of IRS 990 filings on record. Total revenue: $696K. No red flags identified. 5 strengths noted. Financial health grade: A.

How does Kleemeier Family Fund spend its money?

Kleemeier Family Fund directs 95% of its spending to programs and services. This exceeds the 65% industry benchmark.

Are donations to Kleemeier Family Fund tax-deductible?

Kleemeier Family Fund is registered as a tax-exempt nonprofit (EIN: 203762251). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

How does Kleemeier Family Fund compare to similar nonprofits?

With a transparency score of 90/100 (Excellent), Kleemeier Family Fund is above average for NTEE category T22 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.

Where is Kleemeier Family Fund located?

Kleemeier Family Fund is headquartered in Tulsa, Oklahoma and files with the IRS under EIN 203762251. It is classified under NTEE code T22.

How many years of IRS 990 filings does Kleemeier Family Fund have?

Kleemeier Family Fund has 10 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $696K in total revenue.

Is Kleemeier Family Fund a good charity?

Based on its financial data, the Kleemeier Family Fund appears to be a very good charity, particularly for those interested in supporting a grantmaking foundation. It demonstrates strong financial health, significant asset growth, and a clear commitment to its mission with zero officer compensation and very low administrative expenses relative to its assets and revenue.

How has the Kleemeier Family Fund's financial health changed over time?

The fund's financial health has significantly improved over time. Assets have grown from $571,899 in 201206 to $3,645,083 in the latest period. Revenue has also seen substantial increases, particularly in recent years, indicating robust growth and financial stability.

What is the Kleemeier Family Fund's primary financial strength?

The primary financial strength of the Kleemeier Family Fund is its exceptional asset growth and the consistent reporting of zero officer compensation, which ensures that financial resources are maximized for its programmatic goals rather than administrative overhead.

Filing History

IRS 990 filing history for Kleemeier Family Fund showing financial trends over 10 years of public records:

Over 10 years of IRS 990 filings (2012–2024), Kleemeier Family Fund's revenue has grown by 2205.9%, moving from $7K to $168K. Total assets increased by 431.8% over the same period, from $572K to $3.0M. Total functional expenses rose by 207.8%, from $48K to $147K. In its most recent filing year (2024), Kleemeier Family Fund reported a surplus of $21K, with revenue exceeding expenses. The organization holds $1 in liabilities against $3.0M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $3.0M.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2024 $168K $147K $3.0M $1
2023 $85K $29K $2.1M $1 View 990
2022 $272K $28K $1.2M $1 View 990
2021 $14K $70K $460K $1
2020 $12K $53K $517K $0 View 990
2016 $7K $50K $628K $0 View 990
2015 $6K $50K $627K $0 View 990
2014 $7K $51K $625K $0
2013 $8K $57K $576K $0 View 990
2012 $7K $48K $572K $0

Year-by-Year Financial Summary

  • 2024: Revenue of $168K, expenses of $147K, and assets of $3.0M (revenue +97.1% year-over-year).
  • 2023: Revenue of $85K, expenses of $29K, and assets of $2.1M (revenue -68.6% year-over-year).
  • 2022: Revenue of $272K, expenses of $28K, and assets of $1.2M (revenue +1790.7% year-over-year).
  • 2021: Revenue of $14K, expenses of $70K, and assets of $460K (revenue +20.9% year-over-year).
  • 2020: Revenue of $12K, expenses of $53K, and assets of $517K (revenue +80.9% year-over-year).
  • 2016: Revenue of $7K, expenses of $50K, and assets of $628K (revenue +9.2% year-over-year).
  • 2015: Revenue of $6K, expenses of $50K, and assets of $627K (revenue -8.0% year-over-year).
  • 2014: Revenue of $7K, expenses of $51K, and assets of $625K (revenue -22.4% year-over-year).
  • 2013: Revenue of $8K, expenses of $57K, and assets of $576K (revenue +15.6% year-over-year).
  • 2012: Revenue of $7K, expenses of $48K, and assets of $572K.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Kleemeier Family Fund:

2024 Filing 2023 Filing 2022 Filing 2021 Filing 2020 Filing 2016 Filing 2015 Filing 2014 Filing 2013 Filing 2012 Filing

Data Sources and Methodology

This transparency report for Kleemeier Family Fund is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.

IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.

Disclaimer

AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.

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