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Josephine Kleiner Foundation

Sutherland David P Ttee
  • Utica, MI
  • Tax-exempt since Jan. 2005
  • EIN: 20-6370506

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$8.69k (2024)

Expenses
$24.9k (2024)

Total Assets
$123k (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$8,689
Expenses
$24,917
Net Income
-$16,228
Net Assets
$123,383
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,084
58.5%
Sales of Assets $3,605
41.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $7,220
29.0%
Compensation of Officers* $10,000
40.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $123,383
Total Liabilities $0
Net Assets $123,383
Compensation
Key Employees and Officers Compensation Other
David P Sutherland (Director) $4,000 $0
Stephanie N Marotta (President) $2,000 $0
Michael J Smith (Director) $2,000 $0
Gillian Treier (Director) $2,000 $0
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Document Links

990-PF
Filed on April 14, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$49,206
Expenses
$21,828
Net Income
$27,378
Net Assets
$133,014
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $24
0.0%
Dividends $6,017
12.2%
Sales of Assets $43,165
87.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $6,300
28.9%
Compensation of Officers* $6,000
27.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $133,014
Total Liabilities $0
Net Assets $133,014
Compensation
Key Employees and Officers Compensation Other
Stephanie N Marotta (President) $2,000 $0
Michael J Smith (Director) $2,000 $0
Gillian Treier (Director) $2,000 $0

Document Links

990-PF
Filed on May 8, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$5,152
Expenses
$21,390
Net Income
-$16,238
Net Assets
$110,486
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,423
66.4%
Sales of Assets $1,729
33.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $10,000
46.8%
Compensation of Officers* $5,500
25.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $110,486
Total Liabilities $0
Net Assets $110,486
Compensation
Key Employees and Officers Compensation Other
David P Sutherland (President) $2,500 $0
James P Zavell (Director) $1,000 $0
Stephanie N Marotta (Director) $1,000 $0

Document Links

990-PF
Filed on Nov. 10, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$23,306
Expenses
$22,986
Net Income
$320
Net Assets
$122,598
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,753
16.1%
Sales of Assets $19,553
83.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $7,600
33.1%
Compensation of Officers* $5,500
23.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $122,899
Total Liabilities $301
Net Assets $122,598
Compensation
Key Employees and Officers Compensation Other
David P Sutherland (President) $2,500 $0
Robert R Lubera (Director) $1,000 $0
James P Zavell (Director) $1,000 $0
Stephanie N Marotta (Director) $1,000 $0
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Document Links

990-PF
Filed on April 28, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$989
Expenses
$20,297
Net Income
-$19,308
Net Assets
$124,681
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,922
> 100%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $5,600
27.6%
Compensation of Officers* $5,500
27.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $127,614
Total Liabilities $2,933
Net Assets $124,681
Compensation
Key Employees and Officers Compensation Other
David P Sutherland (President) $2,500 $0
Robert R Lubera (Director) $1,000 $0
James P Zavell (Director) $1,000 $0
Stephanie N Marotta (Director) $1,000 $0
+ View more people

Document Links

990-PF
Filed on May 14, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$9,614
Expenses
$19,284
Net Income
-$9,670
Net Assets
$153,576
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $71
0.7%
Dividends $4,250
44.2%
Sales of Assets $5,293
55.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $4,000
20.7%
Compensation of Officers* $5,500
28.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $155,254
Total Liabilities $1,678
Net Assets $153,576
Compensation
Key Employees and Officers Compensation Other
David P Sutherland (President) $2,500 $0
Robert R Lubera (Director) $1,000 $0
James P Zavell (Director) $1,000 $0
Stephanie N Marotta (Director) $1,000 $0
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Document Links

990-PF
Filed on June 3, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$21,844
Expenses
$34,907
Net Income
-$13,063
Net Assets
$154,445
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $95
0.4%
Dividends $2,861
13.1%
Sales of Assets $18,888
86.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $17,000
48.7%
Compensation of Officers* $5,500
15.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $155,194
Total Liabilities $749
Net Assets $154,445
Compensation
Key Employees and Officers Compensation Other
David P Sutherland (President) $2,500 $0
Robert R Lubera (Director) $1,000 $0
James P Zavell (Director) $1,000 $0
Stephanie N Marotta (Director) $1,000 $0
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Document Links

990-PF
Filed on April 29, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$25,585
Expenses
$24,073
Net Income
$1,512
Net Assets
$168,236
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $57
0.2%
Dividends $2,524
9.9%
Sales of Assets $23,004
89.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $8,409
34.9%
Compensation of Officers* $5,500
22.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $170,073
Total Liabilities $1,837
Net Assets $168,236
Compensation
Key Employees and Officers Compensation Other
David P Sutherland (President) $2,500 $0
Robert R Lubera (Director) $1,000 $0
James P Zavell (Director) $1,000 $0
Stephanie N Marotta (Director) $1,000 $0
+ View more people

Document Links

990-PF
Filed on May 4, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$6,535
Expenses
$27,565
Net Income
-$21,030
Net Assets
$170,420
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $2,282
34.9%
Sales of Assets $4,046
61.9%
Other Income $207
3.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $11,796
42.8%
Compensation of Officers* $5,500
20.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $174,861
Total Liabilities $4,441
Net Assets $170,420
Compensation
Key Employees and Officers Compensation Other
David P Sutherland (President) $2,500 $0
Robert R Lubera (Director) $1,000 $0
James P Zavell (Director) $1,000 $0
Stephanie N Marotta (Director) $1,000 $0
+ View more people

Document Links

990-PF
Filed on May 3, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$37,588
Expenses
$28,909
Net Income
$8,679
Net Assets
$191,450
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $2,004
5.3%
Sales of Assets $35,115
93.4%
Other Income $469
1.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $14,640
50.6%
Compensation of Officers* $5,500
19.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $191,450
Total Liabilities $0
Net Assets $191,450
Compensation
Key Employees and Officers Compensation Other
David P Sutherland (President) $2,500 $0
Robert R Lubera (Director) $1,000 $0
James P Zavell (Director) $1,000 $0
Stephanie N Marotta (Director) $1,000 $0
+ View more people

Document Links

990-PF
Filed on May 3, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$23,034
Expenses
$22,114
Net Income
$920
Net Assets
$185,899
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $2,048
8.9%
Sales of Assets $20,594
89.4%
Other Income $392
1.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $7,992
36.1%
Compensation of Officers* $4,500
20.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $185,899
Total Liabilities $0
Net Assets $185,899
Compensation
Key Employees and Officers Compensation Other
David P Sutherland (President) $2,500 $0
Robert R Lubera (Director) $1,000 $0
James P Zavell (Director) $1,000 $0

Document Links

990-PF
Filed on May 11, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$10,617
Expenses
$19,292
Net Income
-$8,675
Net Assets
$180,293
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $11
0.1%
Dividends $2,431
22.9%
Sales of Assets $8,068
76.0%
Other Income $107
1.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $8,552
44.3%
Compensation of Officers* $3,000
15.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $183,916
Total Liabilities $3,623
Net Assets $180,293

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$22,784
Expenses
$18,176
Net Income
$4,608
Net Assets
$203,245
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $44
0.2%
Dividends $2,969
13.0%
Sales of Assets $19,765
86.7%
Other Income $6
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $8,775
48.3%
Compensation of Officers* $1,500
8.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $203,245
Total Liabilities $0
Net Assets $203,245

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$3,565
Expenses
$17,003
Net Income
-$13,438
Net Assets
$183,862
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $2,600
72.9%
Sales of Assets $965
27.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $9,701
57.1%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $183,862
Total Liabilities $0
Net Assets $183,862

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF
PDF (2 of 2)

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF
PDF (2 of 2)

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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