Civic Intelligence

The Sandler O'Neill Assistance

EIN 06-1631340 • 501(c)3 • Cedar Knolls, NJ

PO Box 510Cedar Knolls, NJ 07927
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

62nd percentile

0.00x

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

NTEE B82 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

NTEE B82 • $1M-$5M nonprofits • Source year 2024

Net Margin

1st percentile

-742%

Higher net margin than 1% of similar nonprofits.

NTEE B82 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

62nd percentile

$0

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

NTEE B82 • $1M-$5M nonprofits • Source year 2024

Asset Growth

6th percentile

-28%

Faster asset growth than 6% of similar nonprofits.

NTEE B82 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

20th percentile

-17%

Faster revenue growth than 20% of similar nonprofits.

NTEE B82 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Using 2023 Form 990PF data because the latest 2024 filing does not report standard financial totals.

Assets

Up

$5,364,174

Up $89,997 (+1.7%) from 2022

Liabilities

Flat

$1

Flat from 2022

Net Assets

-

No earlier filing loaded for comparison.

Revenue

Up

$246,797

Up $193,831 (+366%) from 2022

Expenses

Down

$156,742

Down $286,786 (-65%) from 2022

Net Income

Up

$90,055

Up $480,617 (+123%) from 2022

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2010: $12,252,599Liabilities 2010: $0Net Assets 2010: $12,252,5992010Assets 2011: $11,906,452Liabilities 2011: $0Net Assets 2011: $11,906,4522011Assets 2012: $11,328,224Liabilities 2012: $0Net Assets 2012: $11,328,2242012Assets 2013: $10,678,097Liabilities 2013: $1Net Assets 2013: $10,678,0972013Assets 2014: $10,182,311Liabilities 2014: $0Net Assets 2014: $10,182,3112014Assets 2015: $10,195,845Liabilities 2015: $0Net Assets 2015: $10,195,8452015Assets 2016: $9,390,685Liabilities 2016: $0Net Assets 2016: $9,390,6852016Assets 2017: $8,586,014Liabilities 2017: $0Net Assets 2017: $8,586,0142017Assets 2018: $8,099,691Liabilities 2018: $0Net Assets 2018: $8,099,6912018Assets 2019: $7,240,077Liabilities 2019: $0Net Assets 2019: $7,240,0772019Assets 2020: $6,470,834Liabilities 2020: $1Net Assets 2020: $6,470,8342020Assets 2021: $5,644,834Liabilities 2021: $1Net Assets 2021: $5,644,8342021Assets 2022: $5,274,177Liabilities 2022: $1Net Assets 2022: $5,274,1772022Assets 2023: $5,364,174Liabilities 2023: $12023

Latest loaded filing

2023

Assets$5,364,174
Liabilities$1
Net Assets-

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500K-$1.0MExpenses 2010: $697,2032010Expenses 2011: $751,8342011Expenses 2012: $936,8162012Revenue 2013: $477,332Expenses 2013: $1,127,459Net Income 2013: -$650,1272013Revenue 2014: $407,419Expenses 2014: $903,205Net Income 2014: -$495,7862014Revenue 2015: $982,012Expenses 2015: $968,478Net Income 2015: $13,5342015Revenue 2016: $214,360Expenses 2016: $1,019,520Net Income 2016: -$805,1602016Revenue 2017: $207,605Expenses 2017: $1,012,276Net Income 2017: -$804,6712017Revenue 2018: $599,264Expenses 2018: $1,085,587Net Income 2018: -$486,3232018Revenue 2019: $204,500Expenses 2019: $1,064,114Net Income 2019: -$859,6142019Revenue 2020: $82,283Expenses 2020: $851,149Net Income 2020: -$768,8662020Revenue 2021: $52,765Expenses 2021: $878,729Net Income 2021: -$825,9642021Revenue 2022: $52,966Expenses 2022: $443,528Net Income 2022: -$390,5622022Revenue 2023: $246,797Expenses 2023: $156,742Net Income 2023: $90,0552023

Latest loaded filing

2023

Revenue$246,797
Expenses$156,742
Net Income$90,055

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.
2023Detailed filing. Detailed filing data is available for this year.$5.36$0.00$0.25$0.16$0.09
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.27$0.00$5.27$0.05$0.44$0.39
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.64$0.00$5.64$0.05$0.88$0.83
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.47$0.00$6.47$0.08$0.85$0.77
2019Detailed filing. Detailed filing data is available for this year.$7.24$0.00$7.24$0.20$1.06$0.86
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.10$0.00$8.10$0.60$1.09$0.49
2017Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$8.59$0.00$8.59$0.21$1.01$0.80
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.39$0.00$9.39$0.21$1.02$0.81
2015Detailed filing. Detailed filing data is available for this year.$10.2$0.00$10.2$0.98$0.97$0.01
2014Detailed filing. Detailed filing data is available for this year.$10.2$0.00$10.2$0.41$0.90$0.50
2013Detailed filing. Detailed filing data is available for this year.$10.7$0.00$10.7$0.48$1.13$0.65
2012Detailed filing. Detailed filing data is available for this year.$11.3$0.00$11.3$0.94
2011Detailed filing. Detailed filing data is available for this year.$11.9$0.00$11.9$0.75
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.3$0.00$12.3$0.70
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 9, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANDREW J ARMSTRONG JRPresident-$0--
TIMOTHY P NEHERSecretary-$0--
CHARLES H WITMERTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
THE SANDLER O'NEILL ASSISTANCE
EIN
06-1631340
Phone
9737017711
Address
PO BOX 510, CEDAR KNOLLS, NJ 07927

Signing Officer

Name
Andrew J Armstrong Jr
Title
President
Phone
9737017711
Signed
2025-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Forvis Mazars Llp
Address
200 SOUTH WOOD AVENUE SUITE 125, ISELIN, NJ 08830-2706
Preparer
Olga Lubomirsky
Phone
7325492800
Raw XML Appendix338 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
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AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt10
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt20
AccountingFeesSchedule/AccountingFeesDetail/Amt04524
AccountingFeesSchedule/AccountingFeesDetail/Amt11461
AccountingFeesSchedule/AccountingFeesDetail/Amt2510
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0MAZARS USA LLP
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt1CT CORP
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt2CSC DELAWARE
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt02262
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt11461
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt2510
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt02262
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt10
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt20
IRS990PF/AddressChangeInd0X
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IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0203715
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
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IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0203715
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt05367
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03851786
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0203401
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
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IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
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IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0FOUNDATION PAID FOR TUITION AND RELATED EXPENSES FOR THE FAMILY MEMBERS OF THE VICTIMS OF SEPTEMBER 11, 2001 ATTACKS.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt043347
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1500000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TUITION, ROOM & BOARD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SCHOLARSHIP PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SCHOLARSHIP PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0METROPOLITAN GOLF ASSOCIATION FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1COMMUNITY FUNDS INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0JOHN WRIGHT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt018 AMHERST CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt149 KNOLLWOOD RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2909 3RD AVE FL 22
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0RIDGEWOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ELMSFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2NEW YORK
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01553347
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0203401
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0203401
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0168731
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0573100
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0584038
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0789549
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0789549
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02755732
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01429863
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0168731
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0573100
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0584038
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IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03545281
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02115418
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt014089
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DIVIDEND RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt013640
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt013640
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0PRIOR PERIOD ADJUSTMENT-NO TAX EFFECT
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1376
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2308
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0210
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0210
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1376
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2308
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt05367
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ANDREW J ARMSTRONG JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09737017711
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE SANDLER O'NEILL ASSISTANCE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SAND
ReturnHeader/Filer/EIN0061631340
ReturnHeader/Filer/PhoneNum09737017711
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 510
ReturnHeader/Filer/USAddress/CityNm0CEDAR KNOLLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd007927
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0440160260
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FORVIS MAZARS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0200 SOUTH WOOD AVENUE SUITE 125
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ISELIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0088302706
ReturnHeader/PreparerPersonGrp/PhoneNum07325492800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0OLGA LUBOMIRSKY
ReturnHeader/ReturnTs02025-05-12T09:18:20-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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