Civic Intelligence

Nicholas J and Anna K Bouras Foundation Inc

990PF • Fiscal year 2017 • EIN 22-3591803

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 15, 2018

Organization Profile
25 DE Forest Avenue Suite 204Summit, NJ 07901

(908) 918-9400

Siviq Scores

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

Liabilities / Assets

17th percentile

0.01x

Higher debt load relative to assets than 17% of similar nonprofits.

2017 filings • $50M-$100M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.11x

Higher debt load relative to revenue than 25% of similar nonprofits.

2017 filings • $50M-$100M nonprofits • Source year 2017

Net Margin

85th percentile

35%

Higher net margin than 85% of similar nonprofits.

2017 filings • $50M-$100M nonprofits • Source year 2017

Top Officer Pay

13th percentile

$22,000

Higher top officer pay than 13% of similar nonprofits.

Top officer pay equals 0.2% of source-year revenue.

2017 filings • $50M-$100M nonprofits • Source year 2017

Asset Growth

57th percentile

6.9%

Faster asset growth than 57% of similar nonprofits.

2017 filings • $50M-$100M nonprofits • Annualized from 2016 to 2017

Revenue Growth

92nd percentile

93%

Faster revenue growth than 92% of similar nonprofits.

2017 filings • $50M-$100M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$95,315,324

Up $6,191,282 (+6.9%) from 2016

Net Assets

Up

$94,258,426

Up $5,424,226 (+6.1%) from 2016

Liabilities

Up

$1,056,898

Up $767,056 (+265%) from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin85th percentile

Revenue

Up

$9,628,419

Up $4,636,350 (+93%) from 2016

Expenses

Up

$6,237,862

Up $2,548,556 (+69%) from 2016

Net Income

Up

$3,390,557

Up $2,087,794 (+160%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$150M$100M$50M$0Assets 2010: $55,840,280Liabilities 2010: $0Net Assets 2010: $55,840,2802010Assets 2011: $48,396,019Liabilities 2011: $0Net Assets 2011: $48,396,0192011Assets 2012: $48,763,565Liabilities 2012: $12012Assets 2013: $48,244,964Liabilities 2013: $0Net Assets 2013: $48,244,9642013Assets 2014: $43,740,167Liabilities 2014: $3,489,526Net Assets 2014: $40,250,6412014Assets 2015: $87,218,331Liabilities 2015: $534,200Net Assets 2015: $86,684,1312015Assets 2016: $89,124,042Liabilities 2016: $289,842Net Assets 2016: $88,834,2002016Assets 2017: $95,315,324Liabilities 2017: $1,056,898Net Assets 2017: $94,258,4262017Assets 2018: $87,338,621Liabilities 2018: $296,696Net Assets 2018: $87,041,9252018Assets 2019: $100,441,029Liabilities 2019: $2,289,676Net Assets 2019: $98,151,3532019Assets 2020: $108,209,898Liabilities 2020: $1,343,010Net Assets 2020: $106,866,8882020Assets 2021: $115,819,881Liabilities 2021: $2,791,317Net Assets 2021: $113,028,5642021Assets 2022: $94,724,639Liabilities 2022: $2,387,261Net Assets 2022: $92,337,3782022Assets 2023: $102,582,899Liabilities 2023: $1,622,853Net Assets 2023: $100,960,0462023Assets 2024: $106,880,183Liabilities 2024: $1,116,032Net Assets 2024: $105,764,1512024

Highlighted filing

2017

Assets$95,315,324
Liabilities$1,056,898
Net Assets$94,258,426
Open 2017 Filing

Operations Trend

Revenue Growth92nd percentile

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

$60M$40M$20M$0-$20MExpenses 2010: $9,735,5772010Expenses 2011: $5,680,7952011Revenue 2012: $3,376,885Expenses 2012: $5,840,268Net Income 2012: -$2,463,3832012Revenue 2013: $2,393,855Expenses 2013: $5,789,344Net Income 2013: -$3,395,4892013Revenue 2014: $5,198,906Expenses 2014: $12,381,851Net Income 2014: -$7,182,9452014Revenue 2015: $52,215,972Expenses 2015: $2,623,960Net Income 2015: $49,592,0122015Revenue 2016: $4,992,069Expenses 2016: $3,689,306Net Income 2016: $1,302,7632016Revenue 2017: $9,628,419Expenses 2017: $6,237,862Net Income 2017: $3,390,5572017Revenue 2018: $5,753,588Expenses 2018: $4,450,266Net Income 2018: $1,303,3222018Revenue 2019: $6,456,998Expenses 2019: $6,402,447Net Income 2019: $54,5512019Revenue 2020: $4,570,183Expenses 2020: $3,932,934Net Income 2020: $637,2492020Revenue 2021: $10,500,209Expenses 2021: $6,158,191Net Income 2021: $4,342,0182021Revenue 2022: $3,496,480Expenses 2022: $4,718,000Net Income 2022: -$1,221,5202022Revenue 2023: $2,773,472Expenses 2023: $4,679,844Net Income 2023: -$1,906,3722023Revenue 2024: $7,859,291Expenses 2024: $5,127,758Net Income 2024: $2,731,5332024

Highlighted filing

2017

Revenue$9,628,419
Expenses$6,237,862
Net Income$3,390,557
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 15, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay13th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
B THEODORE BOZONELISTrustee-$22,000-$22,000
WILLIAM S CRANEPres/TreasurPT$10,000-$10,000
ANDREW J STAMELMANSecretary-$10,000-$10,000
Filing and Contact Details

Filer

Filer Name
Nicholas J and Anna K Bouras
EIN
22-3591803
Phone
9089189400
Address
25 DE FOREST AVENUE SUITE 204, SUMMIT, NJ 07901

Signing Officer

Name
William S Crane
Title
Pres/treasurer
Phone
9082771617
Signed
2018-11-15

Preparer

Firm
Crane Tonelli Rosenberg & Co Llp
Address
25 DEFOREST AVE STE 101, SUMMIT, NJ 07901
Preparer
William S Crane
Phone
9082772350
Raw XML AppendixShowing 400 of 1,043 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/GainsMinusExcessOrLossesAmt212062
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt22-6250
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt231940
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt24261275
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt251000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2676285
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt278897
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt28165482
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt29325582
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3011801
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt312299754
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01165300
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1131451
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2264290
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3966173
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt480319
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt540512
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt61004618
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7149439
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt8145380
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt91196423
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt101262647
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11822930
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt121426764
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13692779
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt14583883
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt15276318
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt161175785
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1721549
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt18621272
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1989369
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt201277934
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt212062
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt22208322
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt231940
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt241058905
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt251000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt26734333
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt278897
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt28423018
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt293897934
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt30129265
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3113742961
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd19P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd20P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd21P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd22P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd23P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd24P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd25P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd26P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd27P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd28P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd29P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd30P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd31P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0NB 907 PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1NB 930 PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2JPM LT CAP GAINS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3NB 907 PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4NB 547 PUBLICLY TRADED SECURITES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5VERTICAL FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6NB 914 PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7NB 547 PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8NB 914 PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9NB 662 PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10NB 916 PUBLICLY TRADED SECURITES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11NB 662 PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12NB 916 PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13NB 592 PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14NB 917 PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15NB 592 PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16NB 917 PUBLICY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17NB 914 ST CAP GAINS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18NB 918 PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19NB 914 LT CAP GAINS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20NB 918 PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21NB 917 LT CAP GAINS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22NB 919 PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc23NB 919 LT CAP GAINS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc24NB 919 PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc25NB 662 ST CAP GAINS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc26NB 920 PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc27NB 662 LT CAP GAINS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc28NB 920 PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc29JPM PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc30NB 930 PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc31JPM PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt04781460
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0721845
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt03390557
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt02033669
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt094258426
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt088834200
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt094258426
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt04087110
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt04087110
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt04087110
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt04269852
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0182742
IRS990PF/DistributableAmountGrp/TotalTaxAmt0182742
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt02197
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0154939
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt030000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0182742
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt02197
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0182742
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0182742
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0184939
IRS990PF/FMVAssetsEOYAmt095315324
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt060186
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt0144373
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt02537759
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt03222128
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt03222128
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt040439607
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt051085075
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt051085075
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt0229656
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt0912525
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt0283901
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0494728
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt0236401
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt0210827
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt0210827
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt04811195
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt05061151
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt05061151
IRS990PF/Form990PFBalanceSheetsGrp/PledgesRcvblAmt055822
IRS990PF/Form990PFBalanceSheetsGrp/PledgesRcvblBOYAmt011007413
IRS990PF/Form990PFBalanceSheetsGrp/PledgesRcvblEOYAmt055822
IRS990PF/Form990PFBalanceSheetsGrp/PledgesRcvblEOYFMVAmt055822
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt014563
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt016756
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt016756
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt088834200
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt094258426
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt06339820
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt011575771
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt011575771
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt089124042
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt095315324
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt095315324
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0289842
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt01056898
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt089124042
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt095315324
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt088834200
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt094258426
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt023737284
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt024087794
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt024087794
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt086697502
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt09446759
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt077250743
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01300463
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt04269852
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt085397039
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt086697502
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt030.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt082377
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt08064
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0ROSEMARY STEPIEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0FDN ADMINIST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt025 DEFOREST AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine2Txt0SUITE 204
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0SUMMIT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0NJ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd007901
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0CRANE TONELLI ROSENBERG & CO LLP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0165112
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0ACCOUNTING SVCS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt025 DEFOREST AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine2Txt0SUITE 101
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0SUMMIT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0NJ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd007901
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt07.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt010000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt110000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt222000
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/PersonNm0WILLIAM S CRANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ANDREW J STAMELMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2B THEODORE BOZONELIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRES/TREASUR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt025 DEFOREST AVENUE

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Filings

Displayed year

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

Open filing
Assets
$95,315,324
Liabilities
$1,056,898
Net assets
$94,258,426
Revenue
$9,628,419
Expenses
$6,237,862
Net income
$3,390,557
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$107$1.12$106$7.86$5.13$2.73
2023Detailed filing. Detailed filing data is available for this year.$103$1.62$101$2.77$4.68$1.91
2022Detailed filing. Detailed filing data is available for this year.$94.7$2.39$92.3$3.50$4.72$1.22
2021Detailed filing. Detailed filing data is available for this year.$116$2.79$113$10.5$6.16$4.34
2020Detailed filing. Detailed filing data is available for this year.$108$1.34$107$4.57$3.93$0.64
2019Detailed filing. Detailed filing data is available for this year.$100$2.29$98.2$6.46$6.40$0.05
2018Detailed filing. Detailed filing data is available for this year.$87.3$0.30$87.0$5.75$4.45$1.30
2017Detailed filing. Detailed filing data is available for this year.$95.3$1.06$94.3$9.63$6.24$3.39
2016Detailed filing. Detailed filing data is available for this year.$89.1$0.29$88.8$4.99$3.69$1.30
2015Detailed filing. Detailed filing data is available for this year.$87.2$0.53$86.7$52.2$2.62$49.6
2014Detailed filing. Detailed filing data is available for this year.$43.7$3.49$40.3$5.20$12.4$7.18
2013Detailed filing. Detailed filing data is available for this year.$48.2$0.00$48.2$2.39$5.79$3.40
2012Summary only. Only limited summary data is available for this year.$48.8$0.00$3.38$5.84$2.46
2011Detailed filing. Detailed filing data is available for this year.$48.4$0.00$48.4$5.68
2010Detailed filing. Detailed filing data is available for this year.$55.8$0.00$55.8$9.74