Civic Intelligence

Harley Ryan Wilf Charitable Trust

990PF • Fiscal year 2013 • EIN 06-6521699

Jan 01, 2013 to Dec 31, 2013 • Filed on Apr 11, 2014

200 Central AvenueRoom/Suite 102Florham Park, NJ 07092

(908) 654-7010

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Higher debt load relative to assets than 60% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

71st percentile

0.02x

Higher debt load relative to revenue than 71% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Net Margin

9th percentile

-61%

Higher net margin than 9% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

39th percentile

-2.6%

Faster asset growth than 39% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

Down

$170,107

Down $4,549 (-2.6%) from 2012

Net Assets

Down

$169,958

Down $4,610 (-2.6%) from 2012

Liabilities

Up

$149

Up $61 (+69%) from 2012

Revenue

$7,539

No earlier filing loaded for comparison.

Expenses

Up

$12,149

Up $61 (+0.5%) from 2012

Net Income

-$4,610

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2011: $182,273Liabilities 2011: $107Net Assets 2011: $182,1662011Assets 2012: $174,656Liabilities 2012: $88Net Assets 2012: $174,5682012Assets 2013: $170,107Liabilities 2013: $149Net Assets 2013: $169,9582013Assets 2015: $168,074Liabilities 2015: $200Net Assets 2015: $167,8742015Assets 2016: $162,159Liabilities 2016: $154Net Assets 2016: $162,0052016Assets 2017: $158,263Liabilities 2017: $167Net Assets 2017: $158,0962017Assets 2018: $151,494Liabilities 2018: $170Net Assets 2018: $151,3242018Assets 2019: $145,553Liabilities 2019: $2312019Assets 2020: $151,979Liabilities 2020: $1Net Assets 2020: $151,9792020Assets 2021: $157,355Liabilities 2021: $1Net Assets 2021: $157,3552021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2013

Assets$170,107
Liabilities$149
Net Assets$169,958

Operations Trend

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

$15K$10K$5.0K$0-$5.0K-$10KExpenses 2011: $12,1612011Expenses 2012: $12,0882012Revenue 2013: $7,539Expenses 2013: $12,149Net Income 2013: -$4,6102013Revenue 2015: $10,461Expenses 2015: $12,097Net Income 2015: -$1,6362015Revenue 2016: $6,182Expenses 2016: $12,051Net Income 2016: -$5,8692016Revenue 2017: $8,155Expenses 2017: $12,064Net Income 2017: -$3,9092017Revenue 2018: $5,295Expenses 2018: $12,067Net Income 2018: -$6,7722018Revenue 2019: $6,059Expenses 2019: $12,061Net Income 2019: -$6,0022019Revenue 2020: $6,719Expenses 2020: $62Net Income 2020: $6,6572020Revenue 2021: $8,632Expenses 2021: $597Net Income 2021: $8,0352021Revenue 2022: $0Expenses 2022: $0Net Income 2022: $02022

Highlighted filing

2013

Revenue$7,539
Expenses$12,149
Net Income-$4,610
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Apr 11, 2014
Return Version
2013v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LEONARD WILFTrustee-$0--
BETH WILFTrustee-$0--
Filing and Contact Details

Filer

EIN
06-6521699
Phone
9086547010

Signing Officer

Name
Leonard Wilf
Title
Trustee
Phone
9086547010
Signed
2014-04-11

Preparer

Preparer
Charles Tarlowe
Phone
9086547010
Raw XML Appendix256 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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CompensationExplanation/CompensationExplanationGrp/PersonNm1BETH WILF
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0GMAC 7.25 9/15/17
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1GOLDMAN SACHS 3.625 23
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2KINDER MORGAN 3.95 22
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3JP MORGAN CHASE 4.35 21
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4GE CAPITAL 4.65 21
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt025573
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt126808
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt226652
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt024209
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt226348
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt327236
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt06308
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt157703
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0MERRILL LYNCH MONEY MARKET FUND
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02013-08-15
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-4610
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0169958
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0174568
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0169958
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt08813
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt08813
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt08813
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt08962
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0149
IRS990PF/DistributableAmountGrp/TotalTaxAmt0149
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0149
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0149
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0149
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0149
IRS990PF/FMVAssetsEOYAmt0180470
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt088
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt0149
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt050000
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0106096
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IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0124656
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt064011
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0180470
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt088
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0149
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0174656
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0170107
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0174568
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0169958
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt0174568
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt0169958
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0181968
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0181968
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt02730
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt08962
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0179238
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0181968
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.50
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1BETH WILF
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine10820 MORRIS TPK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine11820 MORRIS TPK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0SHORT HILLS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City1SHORT HILLS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State0NJ
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IRS990PF/Organization4947a1TrtdPFInd0X
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.072769
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.067470
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt075
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0179238
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IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt012000
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IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode007092
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum09086547010
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt03241
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt03885
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IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt015851
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
TaxesSchedule/TaxesDetail/Amt0149
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LEONARD WILF
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09086547010
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-04-11
ReturnHeader/Filer/BusinessName/BusinessNameLine10HARLEY RYAN WILF CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0HARL
ReturnHeader/Filer/EIN0066521699
ReturnHeader/Filer/PhoneNum09086547010
ReturnHeader/Filer/USAddress/AddressLine10200 CENTRAL AVENUE
ReturnHeader/Filer/USAddress/AddressLine20ROOM/SUITE 102
ReturnHeader/Filer/USAddress/City0MOUNTAINSIDE
ReturnHeader/Filer/USAddress/State0NJ
ReturnHeader/Filer/USAddress/ZIPCode007092
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10NEIDICH & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10200 CENTRAL AVE SUITE 102
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0MOUNTAINSIDE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0070921961
ReturnHeader/PreparerPersonGrp/PhoneNum09086547010
ReturnHeader/PreparerPersonGrp/PreparationDt02014-05-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHARLES TARLOWE
ReturnHeader/ReturnTs02014-05-02T07:57:49-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

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Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • <$500k nonprofits