Ott Klein Foundation: FY2020 Nonprofit Profile & Form 990 (EIN 22-2133628)

Revenue by fiscal year
FY2020	$15K
FY2021	$22K
FY2022	$11K
FY2023	$12K
FY2024	$26K

Expenses by fiscal year
FY2020	$28K
FY2021	$29K
FY2022	$30K
FY2023	$26K
FY2024	$27K

Net assets by fiscal year
FY2020	$506K
FY2021	$539K
FY2022	$438K
FY2023	$485K
FY2024	$525K

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Nov 1986.

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

Where the money goes

51 cents of each dollar spent went to programs.

51%

49%

Program services 51% · $14K Management & general 49% · $14K

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

1 person listed on the 990; $3K paid to officers and key staff.

Part VII, Section A · reportable compensation

Janet C Lucas

Trustee

$3,477Pt VII · Sec A

Compensation history total reportable pay by year · 1 named individual · Part VII

Name	FY2024	FY2023	FY2022	FY2021	FY2020
Janet C Lucas	$3,093	$2,878	$3,818	$3,195	$3,477

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Ott 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

Funds and supports the Sussex County Highlands Workshop.

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Provided by the organization

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1 program · $14K · in their own filed words · FY2020

01

Support of the sussex county highlands workshop.

$14Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · this organization's grantmaking

Grants paid · 4 grants · $62K · 2020–2024

Easter Seals New Jersey INCNJ · FY2024$15,194

Easter Seals New Jersey INCNJ · FY2023$15,172

Easter Seals New Jersey INCNJ · FY2022$17,745

Easter Seals New Jersey INCNJ · FY2020$14,162

By the numbers

The FY2020 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$15K

Ln 12

Investment incomeLn 3$15K

Money outPt IX

$28K

Ln 25

Programscol B$14K

Managementcol C$14K

Owns and owesPt X

$506K

net assets · Ln 32

Cash and savingsLn 1–2$85K

Total assetsLn 16$506K

LiabilitiesLn 26$0

PeoplePt VI, VII

1

listed · VII A

PaidVII A1

Voting boardVI 1a1

IndependentVI 1b1

2In more detail

Revenue in detailPt VIII

Investment incomeLn 3$15K

Gains on assetsLn 7−$809

Total revenueLn 12$15K

Assets in detailPt X, end of year

SavingsLn 2$85K

Cash and savings togetherLn 1–2$85K

InvestmentsLn 11–13$421K

Total assetsLn 16$506K

LiabilitiesLn 26$0

Net assetsLn 32$506K

OperationsPt I, VI

EmployeesI 50

VolunteersI 60

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

Line	Start FY20	End FY20
Cash and savingsLn 1–2	$69K	$85K
InvestmentsLn 11–13	$420K	$421K
Total assetsLn 16	$490K	$506K
LiabilitiesLn 26	$0	$0
Net assetsLn 32	$490K	$506K

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Grants to domestic organizationsLn 1	$14K	$14K
Pay of current officers, directors and key staffLn 5	$3K		$3K
Accounting feesLn 11c	$2K		$2K
Investment management feesLn 11f	$6K		$6K
InterestLn 20	$301		$301
Other expenses (24a–d)Ln 24	$2K		$2K
Total functional expensesLn 25	$28K	$14K	$14K	$0

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2024 Latest	$26K	$27K	−$852	$525K	990 PDF
FY2023	$12K	$26K	−$14K	$485K	990 PDF
FY2022	$11K	$30K	−$18K	$438K	990 PDF
FY2021	$22K	$29K	−$7K	$539K	990 PDF
FY2020 Viewing	$15K	$28K	−$13K	$506K	990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

See the full FY2020 990 (6 parts)

Part I · Summary $14,603 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $0$0

I-9 Program service revenuePrior year $0$0

I-10 Investment incomePrior year $20,132$14,603

I-11 Other revenuePrior year $0$0

I-12 Total revenuePrior year $20,132$14,603

I-13 Grants and similar amounts paidPrior year $20,130$14,162

I-14 Benefits paid to membersPrior year $0$0

I-15 Salaries and benefitsPrior year $3,440$3,477

I-16a Professional fundraising feesPrior year $0$0

I-17 Other expensesPrior year $9,115$10,218

I-18 Total expensesPrior year $32,685$27,857

I-19 Revenue less expensesPrior year −$12,553−$13,254

Part VI · Governance 1 of 1 board members independent, 4 to look at

VI-1a Voting members of the governing body1

VI-1b Independent voting members1

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 $14,603 across 3 lines filed

VIII-3 Investment incomeExcluded from tax $15,412$15,412

VIII-7 Net gain or loss on sales of assetsExcluded from tax −$809−$809

VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $14,603$14,603

Part IX · Statement of functional expenses $27,857 across 6 lines filed

IX-1 Grants to domestic organizationsPrograms $14,162$14,162

IX-5 Pay of current officers, directors and key staffManagement $3,477$3,477

IX-11c Accounting feesManagement $1,500$1,500

IX-11f Investment management feesManagement $6,412$6,412

IX-20 InterestManagement $301$301

IX-24 Other expenses (24a–d)Management $2,005$2,005

IX-25 Total functional expensesPrograms $14,162 · Management $13,695 · Fundraising $0$27,857

Part X · Balance sheet $506,308 assets, 6 lines filed

X-2 Savings and temporary cash investmentsStart of year $69,337$85,253

X-11 Publicly traded securitiesStart of year $420,362$421,055

X-16 Total assetsStart of year $489,699$506,308

X-26 Total liabilitiesStart of year $0$0

X-32 Total net assets or fund balancesStart of year $489,699$506,308

X-33 Total liabilities and net assetsStart of year $489,699$506,308

Part XI · Reconciliation of net assets $506,308 net assets at year end

XI-1 Total revenue$14,603

XI-2 Total expenses$27,857

XI-3 Revenue less expenses−$13,254

XI-4 Net assets at start of year$489,699

XI-5 Net unrealized gains (losses) on investments$29,863

XI-9 Other changes in net assets$0

XI-10 Net assets at end of year$506,308

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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Ott Klein Foundation FY2020 filing

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