Civic Intelligence

Ott Klein Foundation

990 • Fiscal year 2021 • EIN 22-2133628

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 03, 2022

Organization ProfileN/A
CO Janet C Lucas 7 Smith Hill RoNewton, NJ 07860

(973) 579-1400

Siviq Scores

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

Liabilities / Assets

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Net Margin

11th percentile

-34%

Higher net margin than 11% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

58th percentile

$3,195

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 14.5% of source-year revenue.

2021 filings • $500k-$1M nonprofits • Source year 2021

Asset Growth

50th percentile

6.5%

Faster asset growth than 50% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

72nd percentile

51%

Faster revenue growth than 72% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$539,262

Up $32,954 (+6.5%) from 2020

Net Assets

Up

$539,262

Up $32,954 (+6.5%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin11th percentile

Revenue

Up

$22,061

Up $7,458 (+51%) from 2020

Expenses

Up

$29,492

Up $1,635 (+5.9%) from 2020

Net Income

Up

-$7,431

Up $5,823 (+44%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth50th 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

2021

Assets$539,262
Liabilities$0
Net Assets$539,262
Open 2021 Filing

Operations Trend

Revenue Growth72nd 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

2021

Revenue$22,061
Expenses$29,492
Net Income-$7,431
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 3, 2022
Return Version
2021v4.2
Gross Receipts
$22,061
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$421,055$466,462▲ $45,407
Savings and Temporary Cash Investments$85,253$72,800▼ $12,453
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$-63,856$-30,902▲ $32,954
Total Assets$506,308$539,262▲ $32,954
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$506,308$539,262▲ $32,954
Total Liabilities and Net Assets / Fund Balance$506,308$539,262▲ $32,954
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleBaseTotal
Janet C LucasTrustee$3,195$3,195
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$22,061
Other Revenue
$0
Change in Net Assets
$-7,431
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$17,206
Other Expenses$9,091
Salaries, Compensation, and Employee Benefits$3,195
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$17,206--$17,206
Fees for Service Investment Mgmnt Fees-$7,172-$7,172
Current Officers, Directors, Trustees, and Key Employees-$3,195-$3,195
Fees for Services Accounting-$1,500-$1,500
Other Expenses-$74-$74
Total Functional Expenses$17,206$12,286$0$29,492
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Easter Seals New Jersey IncEast Brunswick, NJ501(c)(3)To Provide Services to Individuals With and Without Disabilities Through Programs in the Community.$0
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 35% controlled entity
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 11B

“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 7 smith hill rd, newton, nj 07860.”

Filing and Contact Details

Filer

Filer Name
Ott Klein Foundation
EIN
22-2133628
Phone
9735791400
Address
CO JANET C LUCAS 7 SMITH HILL RO, NEWTON, NJ 07860

Signing Officer

Name
Janet C Lucas
Title
Trustee
Phone
9735791400
Signed
2022-11-03
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
Glenn Schwier CPA
Phone
9733281825
Raw XML Appendix387 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0SUPPORT OF THE SUSSEX COUNTY HIGHLANDS WORKSHOP.
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JANET C LUCAS
IRS990/BooksInCareOfDetail/PhoneNum09735791400
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt061 SPRING ST STE 4
IRS990/BooksInCareOfDetail/USAddress/CityNm0NEWTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NJ
IRS990/BooksInCareOfDetail/USAddress/ZIPCd007860
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt0570164
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt0570164
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt03195
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt03195
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt017206
IRS990/CYInvestmentIncomeAmt022061
IRS990/CYOtherExpensesAmt09091
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-7431
IRS990/CYSalariesCompEmpBnftPaidAmt03195
IRS990/CYTotalExpensesAmt029492
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt022061
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0TO SUPPORT THE SUSSEX COUNTY PRESENC OF THE NJ EASTER SEALS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt017206
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01500
IRS990/FeesForServicesAccountingGrp/TotalAmt01500
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt07172
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt07172
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/PersonNm0JANET C LUCAS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt03195
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01973
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantAmt017206
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt017206
IRS990/GrantsToDomesticOrgsGrp/TotalAmt017206
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt022061
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt01
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt022061
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt022061
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0421055
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0466462
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NJ
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd00
IRS990/MissionDesc0TO SUPPORT THE SUSSEX COUNTY PRESENCE OF THE NJ EASTER SEALS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0506308
IRS990/NetAssetsOrFundBalancesEOYAmt0539262
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt040385
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization4947a1NotPFInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind01
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0FEDERAL TAX
IRS990/OtherExpensesGrp/Desc1FOREIGN TAX PAID
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0345
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt174
IRS990/OtherExpensesGrp/TotalAmt0345
IRS990/OtherExpensesGrp/TotalAmt174
IRS990/OtherOrganizationDsc0FOUNDATION
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JANET C LUCAS
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt014162
IRS990/PYInvestmentIncomeAmt014603
IRS990/PYOtherExpensesAmt010218
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-13254
IRS990/PYSalariesCompEmpBnftPaidAmt03477
IRS990/PYTotalExpensesAmt027857
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt014603
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-7431
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0-63856
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0-30902
IRS990/SavingsAndTempCashInvstGrp/BOYAmt085253
IRS990/SavingsAndTempCashInvstGrp/EOYAmt072800
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt022061
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt015413
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt022061
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt015413
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/CurrentYearAmt07171
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt06412
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt014890
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt09001
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt09001
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt017206
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt017206
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt07651
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt017206
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistriAppDistributableAmt017010
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt017206
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt0196
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt017956
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt0946
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt0196
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt0946
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt0946
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt0196
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt0750
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt017206
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt017206
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt0100.000000000000
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt017206
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt017956
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd00
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/FormAndLineReferenceDesc0PART IV, SECTION D, LINE 2
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt0514183
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt0498004
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt070424
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt077295
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt0443759
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt0420709
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt07171
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt06412
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt0507012
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt0491592
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt017745
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt017206
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt0514183
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt0498004
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt017745
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt017206
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0221508591
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt017206
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0EASTER SEALS
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt017206
IRS990/ScheduleBRequiredInd00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt00
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt017206
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO PROVIDE SERVICES TO INDIVIDUALS WITH AND WITHOUT DISABILITIES THROUGH PROGRAMS IN THE COMMUNITY.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0EASTER SEALS NEW JERSEY INC
IRS990ScheduleI/RecipientTable/RecipientEIN0221508591
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01 KIMBERLY ROAD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0EAST BRUNSWICK
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NJ
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd008816
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION SUPPORTS THE EASTER SEALS OF NEW JERSEY TO FULFILL ITS MISSION TO SUPPORT THE SUSSEX COUNTY HIGHLANDS WORKSHOP THAT PROVIDES SERVICES TO INDIVIDUALS WITH OR WITHOUT DISABILITIES THROUGH PROGRAMS IN THE COMMUNITY.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt01
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 7 SMITH HILL RD, NEWTON, NJ 07860.
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 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0NJ
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TaxExemptInterestAmt01438
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0506308
IRS990/TotalAssetsEOYAmt0539262
IRS990/TotalAssetsGrp/BOYAmt0506308
IRS990/TotalAssetsGrp/EOYAmt0539262
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt012286
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt017206
IRS990/TotalFunctionalExpensesGrp/TotalAmt029492
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0506308
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0539262
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt017206
IRS990/TotalReportableCompFromOrgAmt03195
IRS990/TotalRevenueGrp/ExclusionAmt022061
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt022061
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0506308
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0539262
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0C/O JANET C LUCAS 7 SMITH HILL ROAD
IRS990/USAddress/CityNm0NEWTON
IRS990/USAddress/StateAbbreviationCd0NJ
IRS990/USAddress/ZIPCd007860
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JANET C LUCAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09735791400
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OTT KLEIN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0OTTK
ReturnHeader/Filer/EIN0222133628
ReturnHeader/Filer/PhoneNum09735791400
ReturnHeader/Filer/USAddress/AddressLine1Txt0CO JANET C LUCAS 7 SMITH HILL RO
ReturnHeader/Filer/USAddress/CityNm0NEWTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd007860
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0221914888
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NISIVOCCIA LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0200 VALLEY RD SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MT ARLINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd007856
ReturnHeader/PreparerPersonGrp/PhoneNum09733281825
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GLENN SCHWIER CPA
ReturnHeader/ReturnTs02022-11-14T09:37:02-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JANET
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LUCAS
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$539,262
Liabilities
$0
Net assets
$539,262
Revenue
$22,061
Expenses
$29,492
Net income
-$7,431
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
2021Detailed filing. Detailed filing data is available for this year.$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