Civic Intelligence

Medical Needs Foundation Inc.

990EZ • Fiscal year 2023 • EIN 22-3599504

Jan 01, 2023 to Dec 31, 2023 • Filed on Feb 14, 2025

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

72nd percentile

0.06x

Higher debt load relative to assets than 72% of similar nonprofits.

2023 filings • NTEE E • <$500k nonprofits • Source year 2023

Liabilities / Revenue

89th percentile

0.45x

Higher debt load relative to revenue than 89% of similar nonprofits.

2023 filings • NTEE E • <$500k nonprofits • Source year 2023

Net Margin

20th percentile

-20%

Higher net margin than 20% of similar nonprofits.

2023 filings • NTEE E • <$500k nonprofits • Source year 2023

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

2023 filings • NTEE E • <$500k nonprofits • Source year 2023

Asset Growth

42nd percentile

-2.8%

Faster asset growth than 42% of similar nonprofits.

2023 filings • NTEE E • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

87th percentile

105%

Faster revenue growth than 87% of similar nonprofits.

2023 filings • NTEE E • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$173,364

Down $4,937 (-2.8%) from 2022

Net Assets

Down

$162,364

Down $4,937 (-3.0%) from 2022

Liabilities

Flat

$11,000

Flat from 2022

Revenue

Up

$24,535

Up $12,577 (+105%) from 2022

Expenses

Down

$29,472

Down $15,276 (-34%) from 2022

Net Income

Up

-$4,937

Up $27,853 (+85%) from 2022

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

2023

Assets$173,364
Liabilities$11,000
Net Assets$162,364

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

2023

Revenue$24,535
Expenses$29,472
Net Income-$4,937
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Feb 14, 2025
Return Version
2023v6.0
Gross Receipts
$24,535
Mission and Program Overview

Mission

Provide financial assistance to families devastated by serious illness.

Program Services

DescriptionGrantsExpenses
Medical assistance to families in need-$26,065
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATIE ALBANESETrustee-$0--
Sharon WendlerVice President-$0--
Andrew PurcellPresident-$0--
MOHAMAD CHERRYTrustee-$0--
Jeannie StillmanTrustee-$0--
Thomas O'MullaneTreasurer-$0--
Michael SpillertTrustee-$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
Thomas O'Mullane
Title
Secretary
Signed
2025-02-14
Discuss with paid preparer
Yes

Preparer

Firm
Cullari Carrico LLC
Address
55 LANE ROAD SUITE 300, FAIRFIELD, NJ 07004
Preparer
Robert J Valas
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: 10 Families | Donee's Address: PO Box 303 Mountain Lakes NJ 07046 | Relationship of Donee: Individuals | Cash Amount Given: $26065

Other Expenses.1

Dues & subscriptions $970

Other Expenses.2

Fundraising platforms $300

Other Expenses.3

ADMINISTRATIVE FEES $289

Other Assets.1011

Prepaid Expenses and Deferred Charges - Beginning $2622 Prepaid Expenses and Deferred Charges - Ending $4175

Total Liabilities.1001

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

Raw XML Appendix167 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/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KATIE ALBANESE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Sharon Wendler
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Andrew Purcell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MOHAMAD CHERRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Jeannie Stillman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Thomas O'Mullane
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Michael Spillert
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Trustee
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02622
IRS990EZ/OtherAssetsTotalDetail/EOYAmt04175
IRS990EZ/OtherExpensesTotalAmt01559
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Provide financial assistance to families devastated by serious illness.
IRS990EZ/PrintingPublicationsPostageAmt0148
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt026065
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt011000
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IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
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IRS990EZ/TotalRevenueAmt024535
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt024522
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt09310
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt027805
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0117873
IRS990ScheduleA/TotalSupportAmt0118188
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: Medical expense | Donee's Name: 10 Families | Donee's Address: PO Box 303 Mountain Lakes NJ 07046 | Relationship of Donee: Individuals | Cash Amount Given: $26065
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DUES & SUBSCRIPTIONS $970
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FUNDRAISING PLATFORMS $300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ADMINISTRATIVE FEES $289
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Prepaid Expenses and Deferred Charges - Beginning $2622 Prepaid Expenses and Deferred Charges - Ending $4175
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Total Liabilities.1001
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Thomas O'Mullane
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-14
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/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0270623664
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CULLARI CARRICO LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt055 LANE ROAD SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FAIRFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd007004
ReturnHeader/PreparerPersonGrp/PhoneNum09734063955
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT J VALAS
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-02-14T10:38:10-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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
2023Detailed filing. Detailed filing data is available for this year.$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
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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