Civic Intelligence

Adelphic Educational Fund In

990PF • Fiscal year 2020 • EIN 06-6023615

May 01, 2019 to Apr 30, 2020 • Filed on Oct 28, 2020

Organization Profile
C/O George McKelvey Co 2410 HighwayManasquan, NJ 08736

(732) 449-5323

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

11th percentile

-66%

Higher net margin than 11% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

19th percentile

-4.1%

Faster asset growth than 19% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

54th percentile

1.4%

Faster revenue growth than 54% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$1,269,985

Down $53,668 (-4.1%) from 2019

Net Assets

Down

$1,269,985

Down $53,668 (-4.1%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin11th percentile

Revenue

Up

$52,962

Up $740 (+1.4%) from 2019

Expenses

Up

$87,767

Up $32,241 (+58%) from 2019

Net Income

Down

-$34,805

Down $31,501 (-953%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0-$500KAssets 2010: $822,872Liabilities 2010: -$409Net Assets 2010: $823,2812010Assets 2011: $843,492Liabilities 2011: $284Net Assets 2011: $843,2082011Assets 2012: $847,725Liabilities 2012: -$29Net Assets 2012: $847,7542012Assets 2013: $874,073Liabilities 2013: -$41Net Assets 2013: $874,1142013Assets 2014: $934,272Liabilities 2014: $948Net Assets 2014: $933,3242014Assets 2015: $1,022,022Liabilities 2015: $242Net Assets 2015: $1,021,7802015Assets 2016: $1,092,668Liabilities 2016: -$815Net Assets 2016: $1,093,4832016Assets 2017: $1,095,956Liabilities 2017: -$397Net Assets 2017: $1,096,3532017Assets 2018: $1,321,981Liabilities 2018: $0Net Assets 2018: $1,321,9812018Assets 2019: $1,323,653Liabilities 2019: $0Net Assets 2019: $1,323,6532019Assets 2020: $1,269,985Liabilities 2020: $0Net Assets 2020: $1,269,9852020Assets 2021: $1,251,836Liabilities 2021: $0Net Assets 2021: $1,251,8362021Assets 2022: $1,284,886Liabilities 2022: $0Net Assets 2022: $1,284,8862022Assets 2023: $1,278,736Liabilities 2023: $0Net Assets 2023: $1,278,7362023Assets 2024: $1,330,154Liabilities 2024: $0Net Assets 2024: $1,330,1542024Assets 2025: $1,302,883Liabilities 2025: $0Net Assets 2025: $1,302,8832025

Highlighted filing

2020

Assets$1,269,985
Liabilities$0
Net Assets$1,269,985
Open 2020 Filing

Operations Trend

Revenue Growth54th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KExpenses 2010: $44,2132010Expenses 2011: $53,1572011Expenses 2012: $35,1642012Revenue 2013: $77,376Expenses 2013: $51,016Net Income 2013: $26,3602013Revenue 2014: $101,693Expenses 2014: $54,824Net Income 2014: $46,8692014Revenue 2015: $145,396Expenses 2015: $59,797Net Income 2015: $85,5992015Revenue 2016: $86,468Expenses 2016: $66,607Net Income 2016: $19,8612016Revenue 2017: $54,049Expenses 2017: $81,351Net Income 2017: -$27,3022017Revenue 2018: $269,650Expenses 2018: $44,023Net Income 2018: $225,6272018Revenue 2019: $52,222Expenses 2019: $55,526Net Income 2019: -$3,3042019Revenue 2020: $52,962Expenses 2020: $87,767Net Income 2020: -$34,8052020Revenue 2021: $71,643Expenses 2021: $95,518Net Income 2021: -$23,8752021Revenue 2022: $126,346Expenses 2022: $93,296Net Income 2022: $33,0502022Revenue 2023: $95,941Expenses 2023: $101,059Net Income 2023: -$5,1182023Revenue 2024: $151,284Expenses 2024: $98,990Net Income 2024: $52,2942024Revenue 2025: $114,751Expenses 2025: $139,934Net Income 2025: -$25,1832025

Highlighted filing

2020

Revenue$52,962
Expenses$87,767
Net Income-$34,805
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2019 to Apr 30, 2020
Signed
Oct 28, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sarah KendallPresident-$0--
Robert McKelveyTreasurer-$0--
E Jenny K FlanaganSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Adelphic Educational Fund
EIN
06-6023615
Phone
7324495323
Address
C/O George McKelvey Co 2410 Highway, Manasquan, NJ 08736

Signing Officer

Name
Robert G McKelvey
Title
Treasurer
Phone
7324495323
Signed
2020-10-28

Preparer

Firm
Michael G Budalich CPA
Address
2329 Highway 34 Suite 206, Manasquan, NJ 08736
Preparer
Michael G Budalich CPA
Phone
7322235345
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0Amgen 2.65%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1Cisco Sys Inc 2.2%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2Colgate Palmolive Co 3.25%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3Walt Disney 2.350%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4Johnson & Johnson
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5Microsoft Corp
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6Simon Property Grp 2.5%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm7Proctor & Gamble 2.7%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm8Apple 2.45%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm9Walmart Inc
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm10PepsiCo 2.75%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm11Union Pacific 3.25%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm12Comcast 2.35%
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1Abbvie Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2Car Max
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3Alphabet Inc Cap Stk CI C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4Berkshire Hathaway
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5ADP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6Boeing Co
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7Check Point Software Ltd
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8Chevron Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9Chubb
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10Costco
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11Crown Castle
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12Delta Airlines
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13First American Financial
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14Gaming and Leisure Prop
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15Home Depot Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16Intel
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17Novartis
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18Realty Income Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19Essential Utilities
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20Southern Company
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21Stag Indl
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22Unilever
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23Iron Mountain
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24Verizon
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25Visa Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26Waste Connection
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27WEC Energy Group
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28JP Morgan Chase
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30Raytheon
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31Zoetis
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1Oppenheimer Developing
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2Oppenheimer International Growth
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3Baron Discovery Fd
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4T-Rowe Price Mid-Cap
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5Loomis-Sayles Sr
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6Alps ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7First TR NASDAQ 100 Tech ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8iShares S&P No American Tech ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9Vanguard Fin'l EFT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10William Blair Small Cap
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11iShares Core S&P Small Cap
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt024179
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt135541
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt244423
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt324615
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt461269
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt522146
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt620520
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt752762
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt825340
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt927905
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt108699
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1136901
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/BusinessCd0611310
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/UnrelatedBusinessTaxblIncmAmt049349
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/BusinessCd0611310
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt02186
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt02186
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt02186
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt02186
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt049349
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt053721
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01400
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01400
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt01427
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt02186
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt050548
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt050548
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt049349
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt049349
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-34805
IRS990PF/AnalysisOfRevenueAndExpenses/GrossProfitRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0142051
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt02186
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt046309
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt09600
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt09600
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt06111
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0590
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt06701
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt01427
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt01427
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt013909
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt04636
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt018545
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt0973
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0973
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt01427
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt082541
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt05226
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt087767
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt051535
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt052962
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt031993
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt05226
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt037219
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02017-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0139865
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt02186
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt02186
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0142051
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Var Stocks
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02019-12-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt02186
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-34805
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt018863
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01288848
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01323653
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01269985
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt083435
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt083435
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt083435
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt083898
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0463
IRS990PF/DistributableAmountGrp/TotalTaxAmt0463
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0737
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01200
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0463
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnOverpaymentAmt0-1200
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0737
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0463
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0463
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01200
IRS990PF/FMVAssetsEOYAmt01704842
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01323653
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt01269985
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt01021
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt01519
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt01519
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0300187
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0328471
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0343582
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0545593
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0550717
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0954121
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LoansFromOfficersEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt02
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt02
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt02
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0376372
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0367958
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0384300
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt03600
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt01200
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt01200
IRS990PF/Form990PFBalanceSheetsGrp/RcvblFromOfficersEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt096878
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt020118
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt020118
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01323653
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01269985
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01704842
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01323653
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01269985
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01323653
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01269985
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01703503
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt021500
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01682003
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt025553
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt083898
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01677950
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01703503
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Sarah Kendall
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Robert McKelvey
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2E Jenny K Flanagan
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO Box 419
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1115 Neptune Place
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt246 Washington St 1st Fl
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Harrisville
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Sea Girt
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Warren
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NJ

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,269,985
Liabilities
$0
Net assets
$1,269,985
Revenue
$52,962
Expenses
$87,767
Net income
-$34,805
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.11$0.14$0.03
2024Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.15$0.10$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.10$0.10$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.13$0.09$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.07$0.10$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.05$0.09$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.05$0.06$0.00
2018Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.27$0.04$0.23
2017Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.05$0.08$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.09$0.07$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.15$0.06$0.09
2014Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.10$0.05$0.05
2013Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.08$0.05$0.03
2012Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.04
2011Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.05
2010Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.04