Civic Intelligence

Nj Car Charles E Walton Charitable Foundation Inc

990EZ • Fiscal year 2022 • EIN 22-3375175

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

856 River RoadTrenton, NJ 08628

(609) 883-5056

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 T • <$500k nonprofits • Source year 2022

Liabilities / Revenue

71st percentile

0.00x

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

2022 filings • NTEE T • <$500k nonprofits • Source year 2022

Net Margin

70th percentile

27%

Higher net margin than 70% of similar nonprofits.

2022 filings • NTEE T • <$500k nonprofits • Source year 2022

Top Officer Pay

92nd percentile

$0

Higher top officer pay than 92% of similar nonprofits.

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

2022 filings • NTEE T • <$500k nonprofits • Source year 2022

Asset Growth

89th percentile

63%

Faster asset growth than 89% of similar nonprofits.

2022 filings • NTEE T • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

56th percentile

0.4%

Faster revenue growth than 56% of similar nonprofits.

2022 filings • NTEE T • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Up

$60,289

Up $23,306 (+63%) from 2021

Net Assets

Up

$60,289

Up $23,306 (+63%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Up

$85,689

Up $380 (+0.4%) from 2021

Expenses

Down

$62,383

Down $85,004 (-58%) from 2021

Net Income

Up

$23,306

Up $85,384 (+138%) from 2021

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2018: $38,174Liabilities 2018: $02018Assets 2019: $68,232Liabilities 2019: $02019Assets 2021: $36,983Liabilities 2021: $0Net Assets 2021: $36,9832021Assets 2022: $60,289Liabilities 2022: $0Net Assets 2022: $60,2892022Assets 2023: $186,524Liabilities 2023: $0Net Assets 2023: $186,5242023Assets 2024: $254,046Liabilities 2024: $0Net Assets 2024: $254,0462024

Highlighted filing

2022

Assets$60,289
Liabilities$0
Net Assets$60,289

Operations Trend

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

$200K$100K$0-$100KRevenue 2018: $60,239Expenses 2018: $47,784Net Income 2018: $12,4552018Revenue 2019: $45,178Expenses 2019: $15,120Net Income 2019: $30,0582019Revenue 2021: $85,309Expenses 2021: $147,387Net Income 2021: -$62,0782021Revenue 2022: $85,689Expenses 2022: $62,383Net Income 2022: $23,3062022Revenue 2023: $153,482Expenses 2023: $27,247Net Income 2023: $126,2352023Revenue 2024: $94,365Expenses 2024: $26,843Net Income 2024: $67,5222024

Highlighted filing

2022

Revenue$85,689
Expenses$62,383
Net Income$23,306
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jun 2, 2023
Return Version
2022v5.0
Gross Receipts
$85,689
Mission and Program Overview

Mission

Charitable foundation makes contributions and grants to other charitable and educational organizations

Program Services

DescriptionGrantsExpenses
CHARITABLE FOUNDATION MAKES CONTRIBUTIONS AND GRANTS TO OTHER CHARITABLE AND EDUCATIONAL ORGANIZATIONS$60,706$60,706
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES CURLEY IIIChairPT$0--
ERIC NELSONVice-ChairPT$0--
RONALD E BAUS JRSecretaryPT$0--
ANDY SHAPIROTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Nj Car Charles E Walton Charitable
EIN
22-3375175
Phone
6098835056
Address
856 RIVER ROAD, TRENTON, NJ 08628

Signing Officer

Name
James Appleton
Title
President & CEO
Phone
6098835056
Signed
2023-06-02
Discuss with paid preparer
Yes

Preparer

Firm
Hill Barth & King LLC
Address
101 CRAWFORDS CORNER ROAD SUITE, 2216, HOLMDEL, NJ 07733
Preparer
Kathleen M Clayton CPA
Phone
6098839000
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest. Amount: 214.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: st george orthodox church . Grantee address: 839 yardville allentown rd hamilton, nj 08620. Grantee relationship: none. Amount given: 8,706.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: autism mvp foundation. Grantee address: po box 365 little silver, nj 07739. Grantee relationship: none. Amount given: 500.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: joan dancy and pals. Grantee address: 1 riverview plaza red bank, nj 07701. Grantee relationship: none. Amount given: 500.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: valerie fund. Grantee address: 2101 millburn ave maplewood, nj 07040. Grantee relationship: none. Amount given: 50,000.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: abilities of northwest jersey inc. Grantee address: po box 251 washington, nj 07882. Grantee relationship: none. Amount given: 1,000. Total included on form 990-ez, line 10: 60,706.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: insurance. Amount: 1,437. Description: miscellaneous. Amount: 240. Total to form 990-ez, line 16: 1,677.

Raw XML Appendix160 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JAMES APPLETON
IRS990EZ/BooksInCareOfDetail/PhoneNum06098835056
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0856 RIVER ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0TRENTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NJ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd008628
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt036983
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt060289
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt085475
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt023306
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt036983
IRS990EZ/Form990TotalAssetsGrp/EOYAmt060289
IRS990EZ/GrantsAndSimilarAmountsPaidAmt060706
IRS990EZ/GrossReceiptsAmt085689
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt0214
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt036983
IRS990EZ/NetAssetsOrFundBalancesEOYAmt060289
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt036983
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt060289
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JAMES CURLEY III
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ERIC NELSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RONALD E BAUS JR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ANDY SHAPIRO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE-CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt01677
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0CHARITABLE FOUNDATION MAKES CONTRIBUTIONS AND GRANTS TO OTHER CHARITABLE AND EDUCATIONAL ORGANIZATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CHARITABLE FOUNDATION MAKES CONTRIBUTIONS AND GRANTS TO OTHER CHARITABLE AND EDUCATIONAL ORGANIZATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt060706
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt060706
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt062383
IRS990EZ/TotalProgramServiceExpensesAmt060706
IRS990EZ/TotalRevenueAmt085689
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.NJCAR.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt085475
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt085299
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt036969
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02939
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt016738
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0227420
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0214
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt010
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0224
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99900
IRS990ScheduleA/PublicSupportTotal170Amt0227420
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt085475
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt085299
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt036969
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02939
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt016738
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0227420
IRS990ScheduleA/TotalSupportAmt0227644
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 214.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: . GRANTEE NAME: ST GEORGE ORTHODOX CHURCH . GRANTEE ADDRESS: 839 YARDVILLE ALLENTOWN RD HAMILTON, NJ 08620. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 8,706.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: . GRANTEE NAME: AUTISM MVP FOUNDATION. GRANTEE ADDRESS: PO BOX 365 LITTLE SILVER, NJ 07739. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY CLASSIFICATION: . GRANTEE NAME: JOAN DANCY AND PALS. GRANTEE ADDRESS: 1 RIVERVIEW PLAZA RED BANK, NJ 07701. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACTIVITY CLASSIFICATION: . GRANTEE NAME: VALERIE FUND. GRANTEE ADDRESS: 2101 MILLBURN AVE MAPLEWOOD, NJ 07040. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 50,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ACTIVITY CLASSIFICATION: . GRANTEE NAME: ABILITIES OF NORTHWEST JERSEY INC. GRANTEE ADDRESS: PO BOX 251 WASHINGTON, NJ 07882. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 1,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 60,706.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DESCRIPTION: INSURANCE. AMOUNT: 1,437. DESCRIPTION: MISCELLANEOUS. AMOUNT: 240. TOTAL TO FORM 990-EZ, LINE 16: 1,677.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES APPLETON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT & CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum06098835056
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-06-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NJ CAR CHARLES E WALTON CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0NJCA
ReturnHeader/Filer/EIN0223375175
ReturnHeader/Filer/PhoneNum06098835056
ReturnHeader/Filer/USAddress/AddressLine1Txt0856 RIVER ROAD
ReturnHeader/Filer/USAddress/CityNm0TRENTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd008628
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341897225
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HILL BARTH & KING LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0101 CRAWFORDS CORNER ROAD SUITE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine2Txt02216
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOLMDEL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd007733
ReturnHeader/PreparerPersonGrp/PhoneNum06098839000
ReturnHeader/PreparerPersonGrp/PreparationDt02023-06-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KATHLEEN M CLAYTON CPA
ReturnHeader/ReturnTs02023-06-02T09:57:32-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAMES
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0APPLETON
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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