Civic Intelligence

Marion & Norman Tanzman Charitable Foundation

990PF • Fiscal year 2017 • EIN 22-3506061

Jan 01, 2017 to Dec 31, 2017 • Filed on May 25, 2018

Organization Profile
10 Woodbridge Center Drive No 405Woodbridge, NJ 07095

(732) 750-5757

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

2017 filings • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

12th percentile

0.00x

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

2017 filings • $10M-$25M nonprofits • Source year 2017

Net Margin

2nd percentile

-271%

Higher net margin than 2% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

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

2017 filings • $10M-$25M nonprofits • Source year 2017

Asset Growth

6th percentile

-12%

Faster asset growth than 6% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

91st percentile

103%

Faster revenue growth than 91% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets12th percentile

Assets

Down

$15,091,696

Down $1,971,003 (-12%) from 2016

Net Assets

Down

$15,091,696

Down $1,971,003 (-12%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin2nd percentile

Revenue

Up

$725,653

Up $368,993 (+103%) from 2016

Expenses

Up

$2,692,158

Up $703,687 (+35%) from 2016

Net Income

Down

-$1,966,505

Down $334,694 (-21%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth6th percentile

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

$30M$20M$10M$0Assets 2011: $21,719,789Liabilities 2011: $02011Assets 2012: $21,337,445Liabilities 2012: $02012Assets 2013: $21,069,688Liabilities 2013: $02013Assets 2014: $20,726,424Liabilities 2014: $02014Assets 2015: $18,738,402Liabilities 2015: $02015Assets 2016: $17,062,699Liabilities 2016: $0Net Assets 2016: $17,062,6992016Assets 2017: $15,091,696Liabilities 2017: $0Net Assets 2017: $15,091,6962017Assets 2018: $13,420,528Liabilities 2018: $0Net Assets 2018: $13,420,5282018Assets 2019: $11,447,137Liabilities 2019: $8,760Net Assets 2019: $11,438,3772019Assets 2020: $10,251,937Liabilities 2020: $8,852Net Assets 2020: $10,243,0852020Assets 2021: $9,330,012Liabilities 2021: $8,971Net Assets 2021: $9,321,0412021Assets 2022: $11,067,963Liabilities 2022: $9,114Net Assets 2022: $11,058,8492022Assets 2023: $13,927,200Liabilities 2023: $9,272Net Assets 2023: $13,917,9282023Assets 2024: $13,251,124Liabilities 2024: $9,449Net Assets 2024: $13,241,6752024

Highlighted filing

2017

Assets$15,091,696
Liabilities$0
Net Assets$15,091,696
Open 2017 Filing

Operations Trend

Revenue Growth91st percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $623,586Expenses 2011: $1,174,531Net Income 2011: -$550,9452011Revenue 2012: $907,290Expenses 2012: $1,318,155Net Income 2012: -$410,8652012Revenue 2013: $1,023,067Expenses 2013: $1,282,166Net Income 2013: -$259,0992013Revenue 2014: $1,630,143Expenses 2014: $1,848,549Net Income 2014: -$218,4062014Revenue 2015: $1,100,959Expenses 2015: $3,085,272Net Income 2015: -$1,984,3132015Revenue 2016: $356,660Expenses 2016: $1,988,471Net Income 2016: -$1,631,8112016Revenue 2017: $725,653Expenses 2017: $2,692,158Net Income 2017: -$1,966,5052017Revenue 2018: $638,953Expenses 2018: $2,308,235Net Income 2018: -$1,669,2822018Revenue 2019: $732,811Expenses 2019: $2,695,729Net Income 2019: -$1,962,9182019Revenue 2020: $572,719Expenses 2020: $1,763,366Net Income 2020: -$1,190,6472020Revenue 2021: $1,008,776Expenses 2021: $2,026,155Net Income 2021: -$1,017,3792021Revenue 2022: $4,246,771Expenses 2022: $1,949,190Net Income 2022: $2,297,5812022Revenue 2023: $5,066,646Expenses 2023: $2,112,284Net Income 2023: $2,954,3622023Revenue 2024: $1,353,620Expenses 2024: $2,131,094Net Income 2024: -$777,4742024

Highlighted filing

2017

Revenue$725,653
Expenses$2,692,158
Net Income-$1,966,505
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 25, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEFFRIES SHEINTrustee-$0--
BARBARA SOUSATrustee-$0--
JENNIFER TURNERTrustee-$0--
JANICE BARSHADTrustee-$0--
SANDERS KLEINFELDTrustee-$0--
ROY H TANZMANTrustee-$0--
DRU KLEINFELDTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Marion & Norman Tanzman
EIN
22-3506061
Phone
7327505757
Address
10 WOODBRIDGE CENTER DRIVE NO 405, WOODBRIDGE, NJ 07095

Signing Officer

Name
Jeffries Shein
Title
Trustee
Phone
7327505757
Signed
2018-05-25
Discuss with paid preparer
Yes

Preparer

Firm
Baker Tilly Virchow Krause Llp
Address
99 WOOD AVENUE SOUTH STE 801, ISELIN, NJ 08830-2734
Preparer
Robert a Fodera
Phone
7323885210
Raw XML AppendixShowing 400 of 1,076 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0RAYMOND JAMES - SHORT TERM SEE ATTACHED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1RAYMOND JAMES - LONG TERM SEE ATTACHED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CHARLES SCHWAB - LONG TERM - SEE ATTACHED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc38000 SHARES ISHARES 7-10 YR TREASURY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc42825 SHARES ISHARES EDGE MSCI MIN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc52357 SHARES ISHARES 7-10 YR TREASURY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc65000 SHARES SPDR BLOOMBERG BARCLAY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc72197 SHARES SPDR SERIES TR S&P BIOTECH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc81465 SHARES ISHARES U.S. PREFERRED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc97323 SHARES EDGE MSCI MIN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10765 SHARES ISHARES IBOXX $ INVEST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc113871 SHARES ISHARES EDGE MSCI US
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc129206 SHARES POWERSHARES GLOBAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32017-01-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42017-01-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52017-01-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62017-01-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72017-01-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82017-02-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92017-02-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102017-02-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112017-02-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122017-02-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt014742
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-1966505
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt04498
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt015096194
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt017062699
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt015091696
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0918111
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0918111
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0918111
IRS990PF/DistributableAmountGrp/IncomeTaxAmt019133
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0943318
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt06074
IRS990PF/DistributableAmountGrp/TotalTaxAmt025207
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0828
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt011
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt04913
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt02000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt06074
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0828
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt06074
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt06074
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt06913
IRS990PF/FMVAssetsEOYAmt019787107
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0112144
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt035231
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt035231
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0520178
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0572421
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0588748
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt07573423
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt05304568
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt09625978
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt057398
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt065020
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt065020
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt07265019
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt08340340
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt08707368
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblAmt085708
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblBOYAmt0110768
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt085708
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYFMVAmt085708
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt017062699
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt015091696
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0951925
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0583893
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0583893
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt017062699
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt015091696
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt019787107
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt017062699
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt015091696
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt017062699
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt015091696
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0471844
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0104515
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt095161
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt019153662
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0548225
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt018605437
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0287305
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0943318
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt018866357
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt019153662
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt50.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt60.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JEFFRIES SHEIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1BARBARA SOUSA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JENNIFER TURNER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3JANICE BARSHAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4SANDERS KLEINFELD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5ROY H TANZMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6DRU KLEINFELD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt010 WOODBRIDGE CENTER DR SUITE 405
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt110 WOODBRIDGE CENTER DR SUITE 405
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt210 WOODBRIDGE CENTER DR SUITE 405
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt310 WOODBRIDGE CENTER DR SUITE 405
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt410 WOODBRIDGE CENTER DR SUITE 405
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt54 TALIA ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt610 WOODBRIDGE CENTER DR SUITE 405
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0WOODBRIDGE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1WOODBRIDGE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2WOODBRIDGE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3WOODBRIDGE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4WOODBRIDGE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5KENDALL PARK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm6WOODBRIDGE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NJ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NJ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2NJ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3NJ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4NJ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5NJ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd6NJ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd007095
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd107095
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd207095
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd307095
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd407095
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd508824
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd607095
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt01576586
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt01582660
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt01884873
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt02939972
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt01706226
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt01127236
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt01112344
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.083566
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.094971
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.141802
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.077410
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.051586
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.052059
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt06074
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt018866357
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt019846740
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt020732897
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt022041425
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt021851751
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt021366946
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt02557966
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.417828
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt02551892
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt02557966
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt06074
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt02557966
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd01
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,091,696
Liabilities
$0
Net assets
$15,091,696
Revenue
$725,653
Expenses
$2,692,158
Net income
-$1,966,505
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$13.3$0.01$13.2$1.35$2.13$0.78
2023Detailed filing. Detailed filing data is available for this year.$13.9$0.01$13.9$5.07$2.11$2.95
2022Detailed filing. Detailed filing data is available for this year.$11.1$0.01$11.1$4.25$1.95$2.30
2021Detailed filing. Detailed filing data is available for this year.$9.33$0.01$9.32$1.01$2.03$1.02
2020Detailed filing. Detailed filing data is available for this year.$10.3$0.01$10.2$0.57$1.76$1.19
2019Detailed filing. Detailed filing data is available for this year.$11.4$0.01$11.4$0.73$2.70$1.96
2018Detailed filing. Detailed filing data is available for this year.$13.4$0.00$13.4$0.64$2.31$1.67
2017Detailed filing. Detailed filing data is available for this year.$15.1$0.00$15.1$0.73$2.69$1.97
2016Detailed filing. Detailed filing data is available for this year.$17.1$0.00$17.1$0.36$1.99$1.63
2015Summary only. Only limited summary data is available for this year.$18.7$0.00$1.10$3.09$1.98
2014Summary only. Only limited summary data is available for this year.$20.7$0.00$1.63$1.85$0.22
2013Summary only. Only limited summary data is available for this year.$21.1$0.00$1.02$1.28$0.26
2012Summary only. Only limited summary data is available for this year.$21.3$0.00$0.91$1.32$0.41
2011Summary only. Only limited summary data is available for this year.$21.7$0.00$0.62$1.17$0.55