OTT KLEIN FOUNDATION

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1973

Legal Domicile

Principal Officer

JANET C LUCAS

Phone

9735791400

Tax Period

2024-01-01 to 2024-12-31

OTT KLEIN FOUNDATION, founded in 1973, is a micro nonprofit that reported $26K in total revenue in fiscal year 2024. Revenue surged 112% from the prior year, signaling strong growth momentum. Net assets of $525K represent 244 months of operating reserves.

Mission

TO SUPPORT THE SUSSEX COUNTY PRESENCE OF THE NJ EASTER SEALS.

Program Service Accomplishments

Program 1

Expenses: $15,194

TO SUPPORT THE SUSSEX COUNTY PRESENCE OF THE NJ EASTER SEALS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $25,815

Other Revenue $0

TOTAL REVENUE $25,815

Expense Breakdown

Grants Paid $15,194

Salaries & Benefits $3,093

Fundraising Expenses $0

Program Expenses $15,194

Other Expenses $8,380

TOTAL EXPENSES $26,667

Year-over-Year Comparison

	2024	2023	Change
Revenue	$25,815	$12,151	+1.1%
Expenses	$26,667	$25,749	+0.0%
Net Income	$-852	$-13,598	-0.9%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

$3,093

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JANET C LUCAS	TRUSTEE	1.00	Director	$3,093	$0	$3,093

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$25,815	$26,667	$524,686	$-852
2023	$12,151	$25,749	$485,493	$-13,598
2022	$11,479	$29,738	$437,788	$-18,259
2021	$22,061	$29,492	$539,262	$-7,431
2020	$14,603	$27,857	$506,308	$-13,254
2019	$20,132	$32,685	$489,699	$-12,553
2018	$30,598	$35,564	$475,572	$-4,966