Civic Intelligence

Ott Klein Foundation

990 • Fiscal year 2022 • EIN 22-2133628

Jan 01, 2022 to Dec 31, 2022 • Filed on Sep 18, 2023

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

90th percentile

0.00x

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

2022 filings • 4947(a)1 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

91st percentile

0.00x

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

2022 filings • 4947(a)1 • <$500k nonprofits • Source year 2022

Net Margin

16th percentile

-159%

Higher net margin than 16% of similar nonprofits.

2022 filings • 4947(a)1 • <$500k nonprofits • Source year 2022

Top Officer Pay

72nd percentile

$3,818

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 33.3% of source-year revenue.

2022 filings • 4947(a)1 • <$500k nonprofits • Source year 2022

Asset Growth

6th percentile

-19%

Faster asset growth than 6% of similar nonprofits.

2022 filings • 4947(a)1 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

41st percentile

-48%

Faster revenue growth than 41% of similar nonprofits.

2022 filings • 4947(a)1 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets90th percentile

Assets

Down

$437,788

Down $101,474 (-19%) from 2021

Net Assets

Down

$437,788

Down $101,474 (-19%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin16th percentile

Revenue

Down

$11,479

Down $10,582 (-48%) from 2021

Expenses

Up

$29,738

Up $246 (+0.8%) from 2021

Net Income

Down

-$18,259

Down $10,828 (-146%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth6th 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 2022: $437,788Liabilities 2022: $0Net Assets 2022: $437,7882022Assets 2024: $524,686Liabilities 2024: $0Net Assets 2024: $524,6862024

Highlighted filing

2022

Assets$437,788
Liabilities$0
Net Assets$437,788
Open 2022 Filing

Operations Trend

Revenue Growth41st 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 2022: $11,479Expenses 2022: $29,738Net Income 2022: -$18,2592022Revenue 2024: $25,815Expenses 2024: $26,667Net Income 2024: -$8522024

Highlighted filing

2022

Revenue$11,479
Expenses$29,738
Net Income-$18,259
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Sep 18, 2023
Return Version
2022v5.0
Gross Receipts
$11,479
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$466,462$388,934▼ $77,528
Savings and Temporary Cash Investments$72,800$48,854▼ $23,946
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$-30,902$-132,376▼ $101,474
Total Assets$539,262$437,788▼ $101,474
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$539,262$437,788▼ $101,474
Total Liabilities and Net Assets / Fund Balance$539,262$437,788▼ $101,474
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleBaseTotal
Janet C LucasTrustee$3,818$3,818
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$11,479
Other Revenue
$0
Change in Net Assets
$-18,259
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$17,745
Other Expenses$8,175
Salaries, Compensation, and Employee Benefits$3,818
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$17,745--$17,745
Fees for Service Investment Mgmnt Fees-$6,590-$6,590
Current Officers, Directors, Trustees, and Key Employees-$3,818-$3,818
Fees for Services Accounting-$1,500-$1,500
Other Expenses-$85-$85
Total Functional Expenses$17,745$11,993$0$29,738
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.$17,745
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
2023-09-18
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 Appendix385 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/SupportedOrgInformationGrp/SupportAmt017745
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO PROVIDE SERVICES TO INDIVIDUALS WITH AND WITHOUT DISABILITIES THROUGH PROGRAMS IN THE COMMUNITY.
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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:
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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
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IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TaxExemptInterestAmt01469
IRS990/TerminateOperationsInd00
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IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt017745
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NISIVOCCIA LLP
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MT ARLINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd007856
ReturnHeader/PreparerPersonGrp/PhoneNum09733281825
ReturnHeader/PreparerPersonGrp/PreparationDt02023-09-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GLENN SCHWIER CPA
ReturnHeader/ReturnTs02023-10-02T14:10:41-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JANET
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ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$437,788
Liabilities
$0
Net assets
$437,788
Revenue
$11,479
Expenses
$29,738
Net income
-$18,259
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
2022Detailed filing. Detailed filing data is available for this year.$4.38$0.00$4.38$0.11$0.30$0.18
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