Civic Intelligence

Ott Klein Foundation

990 • Fiscal year 2015 • EIN 22-2133628

Jan 01, 2015 to Dec 31, 2015 • Filed on Oct 21, 2016

Organization ProfileN/A
C/O Janet C Lucas 61 Spring St No 4Newton, NJ 07860

(973) 579-1400

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

36th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

36th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • $500k-$1M nonprofits • Source year 2015

Net Margin

92nd percentile

58%

Higher net margin than 92% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • $500k-$1M nonprofits • Source year 2015

Asset Growth

18th percentile

-7.7%

Faster asset growth than 18% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

97th percentile

292%

Faster revenue growth than 97% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets36th percentile

Assets

Down

$509,542

Down $42,610 (-7.7%) from 2014

Net Assets

Down

$509,542

Down $42,610 (-7.7%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin92nd percentile

Revenue

Up

$39,061

Up $29,104 (+292%) from 2014

Expenses

Down

$16,323

Down $23,592 (-59%) from 2014

Net Income

Up

$22,738

Up $52,696 (+176%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0Assets 2010: $591,284Liabilities 2010: $0Net Assets 2010: $591,2842010Assets 2011: $596,020Liabilities 2011: $0Net Assets 2011: $596,0202011Assets 2012: $571,331Liabilities 2012: $0Net Assets 2012: $571,3312012Assets 2013: $584,702Liabilities 2013: $0Net Assets 2013: $584,7022013Assets 2014: $552,152Liabilities 2014: $0Net Assets 2014: $552,1522014Assets 2015: $509,542Liabilities 2015: $0Net Assets 2015: $509,5422015Assets 2016: $512,069Liabilities 2016: $0Net Assets 2016: $512,0692016Assets 2019: $489,699Liabilities 2019: $0Net Assets 2019: $489,6992019Assets 2020: $506,308Liabilities 2020: $0Net Assets 2020: $506,3082020Assets 2021: $539,262Liabilities 2021: $0Net Assets 2021: $539,2622021Assets 2024: $524,686Liabilities 2024: $0Net Assets 2024: $524,6862024

Highlighted filing

2015

Assets$509,542
Liabilities$0
Net Assets$509,542
Open 2015 Filing

Operations Trend

Revenue Growth97th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60K$40K$20K$0-$20K-$40KExpenses 2010: $13,1802010Expenses 2011: $40,6112011Expenses 2012: $39,3882012Revenue 2013: $25,320Expenses 2013: $41,035Net Income 2013: -$15,7152013Revenue 2014: $9,957Expenses 2014: $39,915Net Income 2014: -$29,9582014Revenue 2015: $39,061Expenses 2015: $16,323Net Income 2015: $22,7382015Revenue 2016: $36,914Expenses 2016: $28,420Net Income 2016: $8,4942016Revenue 2019: $20,132Expenses 2019: $32,685Net Income 2019: -$12,5532019Revenue 2020: $14,603Expenses 2020: $27,857Net Income 2020: -$13,2542020Revenue 2021: $22,061Expenses 2021: $29,492Net Income 2021: -$7,4312021Revenue 2024: $25,815Expenses 2024: $26,667Net Income 2024: -$8522024

Highlighted filing

2015

Revenue$39,061
Expenses$16,323
Net Income$22,738
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Oct 21, 2016
Return Version
2015v2.1
Gross Receipts
$216,537
Mission and Program Overview

Mission

Support of the sussex county highlands workshop.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$570,164$570,164→ $0
Investments in Publicly Traded Securities$440,970$333,420▼ $107,550
Savings and Temporary Cash Investments$111,182$176,122▲ $64,940
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$-18,012$-60,622▼ $42,610
Total Assets$552,152$509,542▼ $42,610
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$552,152$509,542▼ $42,610
Total Liabilities and Net Assets / Fund Balance$552,152$509,542▼ $42,610
Compensation and Service Providers
Top Officer Pay53rd percentile

Board Members and Trustees

NameTitle
Janet C LucasTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$39,061
Other Revenue
$0
Change in Net Assets
$22,738
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$16,323
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees-$8,587-$8,587
Fees for Services Legal-$3,154-$3,154
Fees for Services Accounting-$1,500-$1,500
Other Expenses-$28-$28
Total Functional Expenses$0$16,323$0$16,323
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8A

“There is one trustee as established by the foundation governing document.”

Form 990, Part VI, Section A, Line 8B

“There are no committees within the foundation.”

Form 990, Part VI, Section B, Line 11

“The trustee of the foundation reviews and approves the form 990 before filing.”

Form 990, Part VI, Section B, Line 12

“The foundation does not have a formal whistle blower policy, written conflict of interest policy or document retention & destruction policy, because there is only one trustee that oversees all activity of the foundation under the laws of the state of new jersey (njs 3b: 18).”

Form 990, Part VI, Section C, Line 19

“Ott klein foundation makes its form 990 available for public inspection as required under section 6104 of the internal revenue code upon written request at the organizations office at 61 spring st, ste 4, newton, nj 07860. In addition form 1023 as well as the financial statements, and conflict of interest policy are available upon request.”

Filing and Contact Details

Filer

Filer Name
Ott Klein Foundation
EIN
22-2133628
Phone
9735791400
Address
C/O JANET C LUCAS 61 SPRING ST NO 4, NEWTON, NJ 07860

Signing Officer

Name
Janet C Lucas
Title
Trustee
Phone
9735791400
Signed
2016-10-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Janet C Lucas
Formed
1973
Legal Domicile
Nj
Voting Board Members
1
Independent Board Members
1
Employees
0
Volunteers
0

Preparer

Firm
Nisivoccia Llp
Address
200 VALLEY RD SUITE 300, MT ARLINGTON, NJ 07856
Preparer
Marcia a Geltman CPA
Phone
9733281825
Raw XML Appendix361 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE LEGAL DOCUMENTS FROM THE FORMATION OF THE OTT KLEIN FOUNDATION PROVIDE THE DETAILS OF THE RELATIONSHIP BETWEEN THE FOUNDATION AND THE SUPPORTED ORGANIZATION SINCE ITS CREATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1REASONABLE CAUSE EXCEPTION - THE NEW TRUSTEE WAS UNDER THE IMPRESSION THAT A DISTRIBUTION WAS NOT REQUIRED DUE TO THE FACT THAT THE VALUE IN THE ACCOUNT HAD DROPPED CONSIDERABLY DURING 2015. THE TRUSTEE WAS NOT AWARE OF THE NEW REQUIREMENTS. THE FAILURE TO DISTRIBUTE WAS NOT DUE TO WILLFUL NEGLECT. THE REQUIRED DISTRIBUTION WILL BE MADE WITHIN 180 OF DISCOVERING THE ERROR. THE TRUSTEE IS AWARE OF THE NEW REQUIREMENT AND CONFIDENT THAT THIS WILL NOT HAPPEN IN THE FUTURE.
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IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE IS ONE TRUSTEE AS ESTABLISHED BY THE FOUNDATION GOVERNING DOCUMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THERE ARE NO COMMITTEES WITHIN THE FOUNDATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TRUSTEE OF THE FOUNDATION REVIEWS AND APPROVES THE FORM 990 BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FOUNDATION DOES NOT HAVE A FORMAL WHISTLE BLOWER POLICY, WRITTEN CONFLICT OF INTEREST POLICY OR DOCUMENT RETENTION & DESTRUCTION POLICY, BECAUSE THERE IS ONLY ONE TRUSTEE THAT OVERSEES ALL ACTIVITY OF THE FOUNDATION UNDER THE LAWS OF THE STATE OF NEW JERSEY (NJS 3B: 18).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OTT KLEIN FOUNDATION MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE UPON WRITTEN REQUEST AT THE ORGANIZATIONS OFFICE AT 61 SPRING ST, STE 4, NEWTON, NJ 07860. IN ADDITION FORM 1023 AS WELL AS THE FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
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IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
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IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TaxExemptInterestAmt00
IRS990/TempOrPermanentEndowmentsInd00
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
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IRS990/VotingMembersGoverningBodyCnt01
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IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
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ReturnHeader/BusinessOfficerGrp/PersonNm0JANET C LUCAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
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ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-21
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NISIVOCCIA LLP
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MT ARLINGTON
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ReturnHeader/PreparerPersonGrp/PreparationDt02016-10-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARCIA A GELTMAN CPA
ReturnHeader/ReturnTs02016-11-10T11:36:54-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$509,542
Liabilities
$0
Net assets
$509,542
Revenue
$39,061
Expenses
$16,323
Net income
$22,738
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.25$0.00$5.25$0.26$0.27$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.39$0.00$5.39$0.22$0.29$0.07
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.06$0.00$5.06$0.15$0.28$0.13
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.90$0.00$4.90$0.20$0.33$0.13
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.12$0.00$5.12$0.37$0.28$0.08
2015Detailed filing. Detailed filing data is available for this year.$5.10$0.00$5.10$0.39$0.16$0.23
2014Detailed filing. Detailed filing data is available for this year.$5.52$0.00$5.52$0.10$0.40$0.30
2013Detailed filing. Detailed filing data is available for this year.$5.85$0.00$5.85$0.25$0.41$0.16
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.71$0.00$5.71$0.39
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.96$0.00$5.96$0.41
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.91$0.00$5.91$0.13