Civic Intelligence

Waldele Family Foundation Inc.

990PF • Fiscal year 2012 • EIN 22-3774572

Jan 01, 2012 to Dec 31, 2012 • Filed on Apr 18, 2013

209 Pleasant Plains Road07980
Siviq Scores

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

Liabilities / Assets

86th percentile

0.00x

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

2012 filings • NTEE T20 • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

2012 filings • NTEE T20 • <$500k nonprofits • Source year 2012

Asset Growth

5th percentile

-79%

Faster asset growth than 5% of similar nonprofits.

2012 filings • NTEE T20 • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$3,676

Down $13,522 (-79%) from 2011

Net Assets

Down

$3,676

Down $13,522 (-79%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$51,043

Up $14,868 (+41%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $17,198Liabilities 2011: $0Net Assets 2011: $17,1982011Assets 2012: $3,676Liabilities 2012: $0Net Assets 2012: $3,6762012Assets 2013: $56,924Liabilities 2013: $02013Assets 2014: $117,440Liabilities 2014: $0Net Assets 2014: $117,4402014Assets 2015: $70,687Liabilities 2015: $0Net Assets 2015: $70,6872015Assets 2016: $126,317Liabilities 2016: $889Net Assets 2016: $125,4282016Assets 2017: $45,589Liabilities 2017: $0Net Assets 2017: $45,5892017Assets 2018: $56,027Liabilities 2018: $0Net Assets 2018: $56,0272018Assets 2019: $91,447Liabilities 2019: $7,250Net Assets 2019: $84,1972019Assets 2020: $42,003Liabilities 2020: $2,095Net Assets 2020: $39,9082020Assets 2021: $61,970Liabilities 2021: $35,629Net Assets 2021: $26,3412021Assets 2022: $131,114Liabilities 2022: $4,322Net Assets 2022: $126,7922022Assets 2023: $147,225Liabilities 2023: $34,838Net Assets 2023: $112,3872023Assets 2024: $337,699Liabilities 2024: $21,860Net Assets 2024: $315,8392024

Highlighted filing

2012

Assets$3,676
Liabilities$0
Net Assets$3,676

Operations Trend

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

$400K$200K$0-$200KExpenses 2011: $36,1752011Expenses 2012: $51,0432012Revenue 2013: $156,274Expenses 2013: $38,246Net Income 2013: $118,0282013Revenue 2014: $102,048Expenses 2014: $106,312Net Income 2014: -$4,2642014Revenue 2015: $6,803Expenses 2015: $53,556Net Income 2015: -$46,7532015Revenue 2016: $191,714Expenses 2016: $59,032Net Income 2016: $132,6822016Revenue 2017: $21,500Expenses 2017: $71,805Net Income 2017: -$50,3052017Revenue 2018: $162,086Expenses 2018: $36,915Net Income 2018: $125,1712018Revenue 2019: $187,216Expenses 2019: $104,400Net Income 2019: $82,8162019Revenue 2020: $175,744Expenses 2020: $120,727Net Income 2020: $55,0172020Revenue 2021: $389,193Expenses 2021: $126,950Net Income 2021: $262,2432021Revenue 2022: $181,816Expenses 2022: $69,209Net Income 2022: $112,6072022Revenue 2023: $182,643Expenses 2023: $69,450Net Income 2023: $113,1932023Revenue 2024: $144,658Expenses 2024: $131,050Net Income 2024: $13,6082024

Highlighted filing

2012

Revenue-
Expenses$51,043
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Apr 18, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert J WaldelePresident-$0--
Susanne C WaldeleSecretary-$0--
Debra Waldele ChampagneDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTri-County Scholarship Fundsupport causePublic CharityParsipanny, NJ, US$15,000
Paid GrantSaint Vincent De Paul Schoolsupport causePublic CharityStirling, NJ, US$10,000
Paid GrantGirls on the Runsupport causePublic CharityCharlotte, NC, US$5,000
Paid GrantNew Bridge Servicessupport causePublic CharityPequannock, NJ, US$5,000
Paid GrantThe Greater NYC Affiliate of Susan G Komensupport causePublic CharityNew York, NY, US$5,000
Paid GrantCherished Creationssupport causePublic CharityBerkeley Heights, NJ, US$4,000
Paid GrantGirl Scouts of the USAsupport causePublic CharityNew York, NY, US$2,500
Paid GrantSusan G Komen for the Curesupport causePublic CharityDallas, TX, US$2,500
Paid GrantStanley W Marczyk Scholarship Fundsupport causePublic CharityEgg Harbor Twp, NJ, US$1,000
Filing and Contact Details

Filer

EIN
22-3774572
Raw XML AppendixShowing 400 of 414 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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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue00
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0Robert J Waldele
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1Susanne C Waldele
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2Debra Waldele Champagne
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0President
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1Secretary
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2Director
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10209 Pleasant Plains Road
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11209 Pleasant Plains Road
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1250 Sturbridge Lane
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0Stirling
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1Stirling
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2Greensboro
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11Girl Scouts of the USA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12Girls on the Run
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14Saint Vincent De Paul School
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine15Stanley W Marczyk Scholarship Fund
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine16Susan G Komen for the Cure
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine17The Greater NYC Affiliate of Susan G Komen
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine18Tri-County Scholarship Fund
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0Public Charity
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1Public Charity
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2Public Charity
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3Public Charity
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4Public Charity
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus5Public Charity
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus6Public Charity
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus7Public Charity
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus8Public Charity
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship4None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship5None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship6None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship7None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship8None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10343 Snyder Avenue
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11420 Fifth Avenue
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12120 Cottage Place
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine137 Industrial Road
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine14250 Bebout Ave
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine15505 Cape Island Ct
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine16PO Box 650309
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine17470 Seventh Avenue 7th Fl
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine184 Century Drive
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0Berkeley Heights
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1New York
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2Charlotte
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3Pequannock
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4Stirling
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5Egg Harbor Twp
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City6Dallas
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City7New York
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City8Parsipanny
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0NJ
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2NC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3NJ
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4NJ
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5NJ
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State6TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State7NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State8NJ
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode007922
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode110018
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode228207
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode307440
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode407980
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode508234
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode675265
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode710018
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode807054
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear050000
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear01155
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted01155
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1035311
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2013423
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3041242
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4020438
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5010643
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5010643
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0160059
IRS990PF/UndistributedIncome/ExcessFromCurrentYear049645
IRS990PF/UndistributedIncome/ExcessFromYear1035311
IRS990PF/UndistributedIncome/ExcessFromYear2013423
IRS990PF/UndistributedIncome/ExcessFromYear3041242
IRS990PF/UndistributedIncome/ExcessFromYear4020438
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions050800
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus049645
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus0170702
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0121057
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
IRS990ScheduleB/ContributorInfo/AggregateContributions042948
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine10209 Pleasant Plains Road
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0Stirling
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0NJ
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode007980
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual0Robert J Waldele
IRS990ScheduleB/ContributorInfo/ContributorNumber01
IRS990ScheduleB/ContributorInfo/NoncashContributionType0X
IRS990ScheduleB/GeneralRule0X
IRS990ScheduleB/NoncashProperty/ContributorNumberFromPartI01
IRS990ScheduleB/NoncashProperty/DateReceived02012-01-25
IRS990ScheduleB/NoncashProperty/FairMarketValue042948
IRS990ScheduleB/NoncashProperty/NoncashPropertyDescription0600 shares of Alexandria Real Estate common stock
IRS990ScheduleB/Organization501c3ExemptPF0X
OtherDecreasesSchedule/OtherDecreases/Amount021543
OtherDecreasesSchedule/OtherDecreases/Description0Difference between FMV and book value of donated stock subsequently sold
OtherExpensesSchedule/OtherExpenses/Description0NJ Annual Report
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps025
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome00
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks025
SubstantialContributorsSch/SubstantialContributor/PersonName0Robert J Waldele
SubstantialContributorsSch/SubstantialContributor/USAddress/AddressLine10209 Pleasant Plains Road
SubstantialContributorsSch/SubstantialContributor/USAddress/City0Stirling
SubstantialContributorsSch/SubstantialContributor/USAddress/State0NJ
SubstantialContributorsSch/SubstantialContributor/USAddress/ZIPCode007980
TaxesSchedule/Taxes/Amount0243
TaxesSchedule/Taxes/Category0US Treasury
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/NetInvestmentIncome00
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0223774572
ReturnHeader/Filer/Name/BusinessNameLine10Waldele Family Foundation Inc
ReturnHeader/Filer/NameControl0WALD
ReturnHeader/Filer/Phone02122365163
ReturnHeader/Filer/USAddress/AddressLine10209 Pleasant Plains Road
ReturnHeader/Filer/USAddress/City0Stirling
ReturnHeader/Filer/USAddress/State0NJ
ReturnHeader/Filer/USAddress/ZIPCode007980
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-04-18
ReturnHeader/Officer/Name0Robert J Waldele
ReturnHeader/Officer/Phone02122365163

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$3.38$0.22$3.16$1.45$1.31$0.14
2023Detailed filing. Detailed filing data is available for this year.$1.47$0.35$1.12$1.83$0.69$1.13
2022Detailed filing. Detailed filing data is available for this year.$1.31$0.04$1.27$1.82$0.69$1.13
2021Detailed filing. Detailed filing data is available for this year.$0.62$0.36$0.26$3.89$1.27$2.62
2020Detailed filing. Detailed filing data is available for this year.$0.42$0.02$0.40$1.76$1.21$0.55
2019Detailed filing. Detailed filing data is available for this year.$0.91$0.07$0.84$1.87$1.04$0.83
2018Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$1.62$0.37$1.25
2017Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$0.22$0.72$0.50
2016Detailed filing. Detailed filing data is available for this year.$1.26$0.01$1.25$1.92$0.59$1.33
2015Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$0.07$0.54$0.47
2014Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$1.02$1.06$0.04
2013Summary only. Only limited summary data is available for this year.$0.57$0.00$1.56$0.38$1.18
2012Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$0.51
2011Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$0.36