Civic Intelligence

Medical Needs Foundation Inc.

990EZ • Fiscal year 2018 • EIN 22-3599504

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 13, 2019

13 Elm RoadMountain Lakes, NJ 07046

(973) 714-7392

Siviq Scores

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

Liabilities / Assets

68th percentile

0.06x

Higher debt load relative to assets than 68% of similar nonprofits.

2018 filings • NTEE E • <$500k nonprofits • Source year 2018

Liabilities / Revenue

74th percentile

0.09x

Higher debt load relative to revenue than 74% of similar nonprofits.

2018 filings • NTEE E • <$500k nonprofits • Source year 2018

Net Margin

21st percentile

-22%

Higher net margin than 21% of similar nonprofits.

2018 filings • NTEE E • <$500k nonprofits • Source year 2018

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

2018 filings • NTEE E • <$500k nonprofits • Source year 2018

Asset Growth

25th percentile

-12%

Faster asset growth than 25% of similar nonprofits.

2018 filings • NTEE E • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

31st percentile

-17%

Faster revenue growth than 31% of similar nonprofits.

2018 filings • NTEE E • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$190,128

Down $26,181 (-12%) from 2017

Net Assets

Down

$179,128

Down $26,181 (-13%) from 2017

Liabilities

Flat

$11,000

Flat from 2017

Revenue

Down

$116,814

Down $23,237 (-17%) from 2017

Expenses

Down

$142,995

Down $25,208 (-15%) from 2017

Net Income

Up

-$26,181

Up $1,971 (+7.0%) from 2017

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2010: $222,346Liabilities 2010: $2,472Net Assets 2010: $219,8742010Assets 2011: $226,078Liabilities 2011: $0Net Assets 2011: $226,0782011Assets 2012: $191,457Liabilities 2012: $0Net Assets 2012: $191,4572012Assets 2013: $247,228Liabilities 2013: $9,500Net Assets 2013: $237,7282013Assets 2014: $296,445Liabilities 2014: $16,500Net Assets 2014: $279,9452014Assets 2015: $247,453Liabilities 2015: $16,342Net Assets 2015: $231,1112015Assets 2016: $244,461Liabilities 2016: $10,785Net Assets 2016: $233,6762016Assets 2017: $216,309Liabilities 2017: $11,000Net Assets 2017: $205,3092017Assets 2018: $190,128Liabilities 2018: $11,000Net Assets 2018: $179,1282018Assets 2019: $219,394Liabilities 2019: $11,000Net Assets 2019: $208,3942019Assets 2020: $198,159Liabilities 2020: $11,000Net Assets 2020: $187,1592020Assets 2021: $211,091Liabilities 2021: $11,000Net Assets 2021: $200,0912021Assets 2022: $178,301Liabilities 2022: $11,000Net Assets 2022: $167,3012022Assets 2023: $173,364Liabilities 2023: $11,000Net Assets 2023: $162,3642023Assets 2024: $164,442Liabilities 2024: $11,000Net Assets 2024: $153,4422024

Highlighted filing

2018

Assets$190,128
Liabilities$11,000
Net Assets$179,128

Operations Trend

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

$200K$100K$0-$100KExpenses 2010: $120,4292010Expenses 2011: $108,7062011Expenses 2012: $115,1422012Revenue 2013: $137,495Expenses 2013: $89,808Net Income 2013: $47,6872013Revenue 2014: $120,391Expenses 2014: $76,674Net Income 2014: $43,7172014Revenue 2015: $95,308Expenses 2015: $144,142Net Income 2015: -$48,8342015Revenue 2016: $92,745Expenses 2016: $90,180Net Income 2016: $2,5652016Revenue 2017: $140,051Expenses 2017: $168,203Net Income 2017: -$28,1522017Revenue 2018: $116,814Expenses 2018: $142,995Net Income 2018: -$26,1812018Revenue 2019: $120,790Expenses 2019: $92,883Net Income 2019: $27,9072019Revenue 2020: $14,912Expenses 2020: $36,147Net Income 2020: -$21,2352020Revenue 2021: $34,017Expenses 2021: $21,085Net Income 2021: $12,9322021Revenue 2022: $11,958Expenses 2022: $44,748Net Income 2022: -$32,7902022Revenue 2023: $24,535Expenses 2023: $29,472Net Income 2023: -$4,9372023Revenue 2024: $4,855Expenses 2024: $13,778Net Income 2024: -$8,9232024

Highlighted filing

2018

Revenue$116,814
Expenses$142,995
Net Income-$26,181
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 13, 2019
Return Version
2018v3.1
Gross Receipts
$120,189
Mission and Program Overview

Mission

Provide financial assistance to families devastated by serious illness.

Program Services

DescriptionGrantsExpenses
Medical assistance to families in need$136,533-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Pia AbateTrustee-$0--
Patricia McElduffTrustee-$0--
KATIE ALBANESETrustee-$0--
Sharon WendlerVice President-$0--
Isobel MenardTreasurer-$0--
Andrew PurcellPresident-$0--
Bonny O'MullaneTrustee-$0--
MOHAMAD CHERRYTrustee-$0--
Jeannie StillmanTrustee-$0--
Thomas O'MullaneSecretary-$0--
Eric WhitmanTrustee-$0--
Michael SpillertTrustee-$0--
Scot KuehmTrustee-$0--
Tom MenardPresident-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Barbeque Bash$42,058$42,058$2,840$39,218
Spirit 5k Run$41,249$41,249$535$40,714
Total Events$83,307$83,307$3,375$79,932
Filing and Contact Details

Filer

Filer Name
Medical Needs Foundation
EIN
22-3599504
Address
13 Elm Road, Mountain Lakes, NJ 07046

Signing Officer

Name
Isobel Menard
Title
Treasurer
Signed
2019-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Cullari Carrico LLC
Address
55 Lane Road Ste 300, Fairfield, NJ 07004
Preparer
John Carrico Jr
Phone
9734063955
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

Class of Activity: Medical expense | Donee's Name: 31 Families | Donee's Address: PO Box 303 Mountain Lakes NJ 07046 | Relationship of Donee: Individuals | Cash Amount Given: $136533

Other Expenses.1002

Office Expenses $39

Other Expenses.1008

Interest $10

Other Expenses.1012

Insurance $959

Other Expenses.1

Fundraising expenses $2916

Other Expenses.2

MISCELLANEOUS $972

Other Expenses.3

TRANSACTION FEES $631

Other Expenses.4

TAX FILING FEES $205

Other Expenses.5

BANK CHARGES $124

Other Expenses.6

PO BOX $112

Other Expenses.7

TICKET TAILOR $75

Other Expenses.8

Dues and subscriptions $32

Other Assets.1001

Automobiles - Beginning $49600 Automobiles - Ending $0

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $11000 Accounts Payable and Accrued Expenses - Ending $11000

Raw XML Appendix222 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Trustee
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13President
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0136533
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: Medical expense | Donee's Name: 31 Families | Donee's Address: PO Box 303 Mountain Lakes NJ 07046 | Relationship of Donee: Individuals | Cash Amount Given: $136533
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $39
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Interest $10
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $959
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FUNDRAISING EXPENSES $2916
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MISCELLANEOUS $972
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6TRANSACTION FEES $631
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7TAX FILING FEES $205
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8BANK CHARGES $124
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9PO BOX $112
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10TICKET TAILOR $75
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11DUES AND SUBSCRIPTIONS $32
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Total Liabilities.1001
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Isobel Menard
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Medical Needs Foundation
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Attn Tom OMullane
ReturnHeader/Filer/BusinessNameControlTxt0MEDI
ReturnHeader/Filer/EIN0223599504
ReturnHeader/Filer/USAddress/AddressLine1Txt013 Elm Road
ReturnHeader/Filer/USAddress/CityNm0Mountain Lakes
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd007046
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0270623664
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Cullari Carrico LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt055 Lane Road Ste 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Fairfield
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd007004
ReturnHeader/PreparerPersonGrp/PhoneNum09734063955
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN CARRICO JR
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-11-14T07:12:08-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.64$0.11$1.53$0.05$0.14$0.09
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.73$0.11$1.62$0.25$0.29$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.78$0.11$1.67$0.12$0.45$0.33
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.11$0.11$2.00$0.34$0.21$0.13
2020Detailed filing. Detailed filing data is available for this year.$1.98$0.11$1.87$0.15$0.36$0.21
2019Detailed filing. Detailed filing data is available for this year.$2.19$0.11$2.08$1.21$0.93$0.28
2018Detailed filing. Detailed filing data is available for this year.$1.90$0.11$1.79$1.17$1.43$0.26
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.16$0.11$2.05$1.40$1.68$0.28
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.44$0.11$2.34$0.93$0.90$0.03
2015Detailed filing. Detailed filing data is available for this year.$2.47$0.16$2.31$0.95$1.44$0.49
2014Detailed filing. Detailed filing data is available for this year.$2.96$0.17$2.80$1.20$0.77$0.44
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.47$0.10$2.38$1.37$0.90$0.48
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.91$0.00$1.91$1.15
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.26$0.00$2.26$1.09
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.22$0.02$2.20$1.20