Civic Intelligence

Mildred a Mccomb Charitable Remainder Tr 28715000275

990PF • Fiscal year 2022 • EIN 20-6503333

Jan 01, 2022 to Dec 31, 2022 • Filed on May 02, 2023

Organization Profile
2101 Highway 34 South Suite AWall, NJ 07719

(732) 255-5000

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.00x

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

2022 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

72nd percentile

0.00x

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

2022 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2022

Net Margin

22nd percentile

-196%

Higher net margin than 22% of similar nonprofits.

2022 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

92nd percentile

$12,969

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 58.3% of source-year revenue.

2022 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2022

Asset Growth

40th percentile

-5.8%

Faster asset growth than 40% of similar nonprofits.

2022 filings • NTEE T20 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

40th percentile

-45%

Faster revenue growth than 40% of similar nonprofits.

2022 filings • NTEE T20 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Down

$717,603

Down $43,786 (-5.8%) from 2021

Net Assets

Down

$717,603

Down $43,786 (-5.8%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin22nd percentile

Revenue

Down

$22,244

Down $18,266 (-45%) from 2021

Expenses

Up

$65,785

Up $3,031 (+4.8%) from 2021

Net Income

Down

-$43,541

Down $21,297 (-96%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$1.0M$500K$0Assets 2010: $902,908Liabilities 2010: $0Net Assets 2010: $902,9082010Assets 2011: $894,711Liabilities 2011: $0Net Assets 2011: $894,7112011Assets 2012: $881,001Liabilities 2012: $0Net Assets 2012: $881,0012012Assets 2013: $875,482Liabilities 2013: $0Net Assets 2013: $875,4822013Assets 2014: $945,342Liabilities 2014: $0Net Assets 2014: $945,3422014Assets 2015: $895,762Liabilities 2015: $0Net Assets 2015: $895,7622015Assets 2016: $860,066Liabilities 2016: $0Net Assets 2016: $860,0662016Assets 2017: $883,176Liabilities 2017: $0Net Assets 2017: $883,1762017Assets 2018: $866,810Liabilities 2018: $0Net Assets 2018: $866,8102018Assets 2019: $838,252Liabilities 2019: $0Net Assets 2019: $838,2522019Assets 2020: $783,736Liabilities 2020: $0Net Assets 2020: $783,7362020Assets 2021: $761,389Liabilities 2021: $0Net Assets 2021: $761,3892021Assets 2022: $717,603Liabilities 2022: $0Net Assets 2022: $717,6032022Assets 2023: $691,533Liabilities 2023: $0Net Assets 2023: $691,5332023Assets 2024: $684,019Liabilities 2024: $0Net Assets 2024: $684,0192024

Highlighted filing

2022

Assets$717,603
Liabilities$0
Net Assets$717,603
Open 2022 Filing

Operations Trend

Revenue Growth40th percentile

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

$200K$100K$0-$100KExpenses 2010: $101,2922010Expenses 2011: $57,1512011Expenses 2012: $61,4622012Revenue 2013: $51,155Expenses 2013: $56,693Net Income 2013: -$5,5382013Revenue 2014: $149,082Expenses 2014: $67,223Net Income 2014: $81,8592014Revenue 2015: $11,510Expenses 2015: $61,085Net Income 2015: -$49,5752015Revenue 2016: $24,651Expenses 2016: $56,264Net Income 2016: -$31,6132016Revenue 2017: $55,921Expenses 2017: $58,332Net Income 2017: -$2,4112017Revenue 2018: $42,675Expenses 2018: $58,947Net Income 2018: -$16,2722018Revenue 2019: $26,636Expenses 2019: $55,221Net Income 2019: -$28,5852019Revenue 2020: $4,683Expenses 2020: $59,357Net Income 2020: -$54,6742020Revenue 2021: $40,510Expenses 2021: $62,754Net Income 2021: -$22,2442021Revenue 2022: $22,244Expenses 2022: $65,785Net Income 2022: -$43,5412022Revenue 2023: $24,323Expenses 2023: $50,373Net Income 2023: -$26,0502023Revenue 2024: $47,021Expenses 2024: $54,597Net Income 2024: -$7,5762024

Highlighted filing

2022

Revenue$22,244
Expenses$65,785
Net Income-$43,541
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 2, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GARDEN STATE TRUST COMPANYTrustee-$12,969-$12,969
Filing and Contact Details

Filer

Filer Name
Mildred A McComb Charitable Remainder
EIN
20-6503333
Phone
7322555000
Address
2101 Highway 34 South Suite A, Wall, NJ 07719

Signing Officer

Name
Garden State Trust Company
Title
Trust Officer
Signed
2023-05-02
Discuss with paid preparer
Yes

Preparer

Firm
Koerner & Koerner PA
Address
10 Allen Street Suite 3A, Toms River, NJ 08753
Preparer
James K Koerner
Phone
7322442323
Raw XML Appendix324 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.

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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt02101 Highway 34 South Suite A
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Wall
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NJ
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd007719
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NJ
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0GARDEN STATE TRUST COMPANY
IRS990PF/StatementsRegardingActyGrp/PhoneNum07322555000
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt052000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0THE UNITED METHODIST HOMES OF NEW J
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt03311 STATE ROUTE 33
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEPTUNE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd007753
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt052000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt043653
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt043653
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01544
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt05946
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0726
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt02141
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt03657
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt03657
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt021946
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt011589
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01544
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt05946
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0726
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt02141
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt055242
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt011589
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt025603
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt014014
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0686
OtherDecreasesSchedule/OtherDecreasesDetail/Desc02023 DIVIDENDS POSTED IN 2022
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0440
OtherIncreasesSchedule/OtherIncreasesDetail/Amt11
OtherIncreasesSchedule/OtherIncreasesDetail/Desc02022 DIVIDENDS POSTED IN 2021
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1ROUNDING
TaxesSchedule/TaxesDetail/Amt02
TaxesSchedule/TaxesDetail/Amt1440
TaxesSchedule/TaxesDetail/Amt2155
TaxesSchedule/TaxesDetail/Amt3219
TaxesSchedule/TaxesDetail/CategoryTxt0ADR FEES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAX PAYMENT - CURRENT YEAR
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL TAX PAYMENT - PRIOR YEAR
TaxesSchedule/TaxesDetail/CategoryTxt3FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1219
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GARDEN STATE TRUST COMPANY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Mildred A McComb Charitable Remainder
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Unitrust FBO United Methodist Homes
ReturnHeader/Filer/BusinessNameControlTxt0MILD
ReturnHeader/Filer/EIN0206503333
ReturnHeader/Filer/PhoneNum07322555000
ReturnHeader/Filer/USAddress/AddressLine1Txt02101 Highway 34 South Suite A
ReturnHeader/Filer/USAddress/CityNm0Wall
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd007719
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0221975109
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Koerner & Koerner PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010 Allen Street Suite 3A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Toms River
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd008753
ReturnHeader/PreparerPersonGrp/PhoneNum07322442323
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0James K Koerner
ReturnHeader/ReturnTs02023-05-11T05:20:53-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0GARDEN STATE TRUST
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0COMPANY
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$717,603
Liabilities
$0
Net assets
$717,603
Revenue
$22,244
Expenses
$65,785
Net income
-$43,541
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.84$0.00$6.84$0.47$0.55$0.08
2023Detailed filing. Detailed filing data is available for this year.$6.92$0.00$6.92$0.24$0.50$0.26
2022Detailed filing. Detailed filing data is available for this year.$7.18$0.00$7.18$0.22$0.66$0.44
2021Detailed filing. Detailed filing data is available for this year.$7.61$0.00$7.61$0.41$0.63$0.22
2020Detailed filing. Detailed filing data is available for this year.$7.84$0.00$7.84$0.05$0.59$0.55
2019Detailed filing. Detailed filing data is available for this year.$8.38$0.00$8.38$0.27$0.55$0.29
2018Detailed filing. Detailed filing data is available for this year.$8.67$0.00$8.67$0.43$0.59$0.16
2017Detailed filing. Detailed filing data is available for this year.$8.83$0.00$8.83$0.56$0.58$0.02
2016Detailed filing. Detailed filing data is available for this year.$8.60$0.00$8.60$0.25$0.56$0.32
2015Detailed filing. Detailed filing data is available for this year.$8.96$0.00$8.96$0.12$0.61$0.50
2014Detailed filing. Detailed filing data is available for this year.$9.45$0.00$9.45$1.49$0.67$0.82
2013Detailed filing. Detailed filing data is available for this year.$8.75$0.00$8.75$0.51$0.57$0.06
2012Detailed filing. Detailed filing data is available for this year.$8.81$0.00$8.81$0.61
2011Detailed filing. Detailed filing data is available for this year.$8.95$0.00$8.95$0.57
2010Detailed filing. Detailed filing data is available for this year.$9.03$0.00$9.03$1.01