Civic Intelligence

R M Dougherty Class of '35 28715000106

EIN 22-3782891 • Wall, NJ

2101 Highway 34 South Suite AWall, NJ 07719
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

62nd percentile

0.00x

Higher debt load relative to assets than 62% of similar nonprofits.

<$500k nonprofits • Source year 2023

Liabilities / Revenue

64th percentile

0.00x

Higher debt load relative to revenue than 64% of similar nonprofits.

<$500k nonprofits • Source year 2023

Net Margin

15th percentile

-60%

Higher net margin than 15% of similar nonprofits.

<$500k nonprofits • Source year 2023

Top Officer Pay

89th percentile

$5,102

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 148.9% of source-year revenue.

<$500k nonprofits • Source year 2022

Asset Growth

48th percentile

-3.0%

Faster asset growth than 48% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

94th percentile

177%

Faster revenue growth than 94% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$180,349

Down $5,663 (-3.0%) from 2022

Liabilities

Up

$1

Up $1 from 2022

Net Assets

-

No earlier filing loaded for comparison.

Revenue

Up

$9,476

Up $6,049 (+177%) from 2022

Expenses

Down

$15,127

Down $4,085 (-21%) from 2022

Net Income

Up

-$5,651

Up $10,134 (+64%) from 2022

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2010: $265,369Liabilities 2010: $0Net Assets 2010: $265,3692010Assets 2011: $259,142Liabilities 2011: $0Net Assets 2011: $259,1422011Assets 2012: $257,695Liabilities 2012: $0Net Assets 2012: $257,6952012Assets 2013: $252,485Liabilities 2013: $12013Assets 2014: $267,098Liabilities 2014: $0Net Assets 2014: $267,0982014Assets 2015: $251,350Liabilities 2015: $0Net Assets 2015: $251,3502015Assets 2016: $250,981Liabilities 2016: $0Net Assets 2016: $250,9812016Assets 2017: $243,557Liabilities 2017: $0Net Assets 2017: $243,5572017Assets 2018: $247,519Liabilities 2018: $0Net Assets 2018: $247,5192018Assets 2019: $226,236Liabilities 2019: $0Net Assets 2019: $226,2362019Assets 2020: $207,207Liabilities 2020: $12020Assets 2021: $201,849Liabilities 2021: $0Net Assets 2021: $201,8492021Assets 2022: $186,012Liabilities 2022: $0Net Assets 2022: $186,0122022Assets 2023: $180,349Liabilities 2023: $12023

Highlighted filing

2023

Assets$180,349
Liabilities$1
Net Assets-

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40K$20K$0-$20K-$40KExpenses 2010: $17,4192010Expenses 2011: $16,9382011Expenses 2012: $16,8112012Revenue 2013: $12,873Expenses 2013: $18,051Net Income 2013: -$5,1782013Revenue 2014: $35,016Expenses 2014: $18,616Net Income 2014: $16,4002014Revenue 2015: $5,023Expenses 2015: $20,772Net Income 2015: -$15,7492015Revenue 2016: $7,554Expenses 2016: $5,392Net Income 2016: $2,1622016Revenue 2017: $15,473Expenses 2017: $30,420Net Income 2017: -$14,9472017Revenue 2018: $9,622Expenses 2018: $5,674Net Income 2018: $3,9482018Revenue 2019: $8,198Expenses 2019: $29,514Net Income 2019: -$21,3162019Revenue 2020: -$1,793Expenses 2020: $17,290Net Income 2020: -$19,0832020Revenue 2021: $12,934Expenses 2021: $18,260Net Income 2021: -$5,3262021Revenue 2022: $3,427Expenses 2022: $19,212Net Income 2022: -$15,7852022Revenue 2023: $9,476Expenses 2023: $15,127Net Income 2023: -$5,6512023

Highlighted filing

2023

Revenue$9,476
Expenses$15,127
Net Income-$5,651

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$1.80$0.00$0.09$0.15$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.03$0.19$0.16
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.02$0.00$2.02$0.13$0.18$0.05
2020Summary only. Only limited summary data is available for this year.$2.07$0.00$0.02$0.17$0.19
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.26$0.00$2.26$0.08$0.30$0.21
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.48$0.00$2.48$0.10$0.06$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.44$0.00$2.44$0.15$0.30$0.15
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.51$0.00$2.51$0.08$0.05$0.02
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.51$0.00$2.51$0.05$0.21$0.16
2014Detailed filing. Detailed filing data is available for this year.$2.67$0.00$2.67$0.35$0.19$0.16
2013Summary only. Only limited summary data is available for this year.$2.52$0.00$0.13$0.18$0.05
2012Detailed filing. Detailed filing data is available for this year.$2.58$0.00$2.58$0.17
2011Detailed filing. Detailed filing data is available for this year.$2.59$0.00$2.59$0.17
2010Detailed filing. Detailed filing data is available for this year.$2.65$0.00$2.65$0.17
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 2, 2023
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GARDEN STATE TRUST COMPANYTrustee-$5,102-$5,102
Filing and Contact Details

Filer

Filer Name
R M Dougherty Class of 35
EIN
22-3782891
Phone
7322555000
Address
2101 HIGHWAY 34 SOUTH SUITE A, WALL, NJ 07719

Signing Officer

Name
Garden State Trust Company
Title
Trust Officer
Signed
2023-05-02
Discuss with paid preparer
Yes

Preparer

Firm
Koerner & Koerner PA
Address
10 Allen Street Suite 3A, Toms River, NJ 08753
Preparer
James K Koerner
Phone
7322442323
Raw XML Appendix320 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.

Path#Value
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0DFA EMERGING MARKETS CORE EQUITY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1DFA REAL ESTATE SECURITIES I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2DFA US SMALL CAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3EATON VANCE FLOATING RATE I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4SPDR ICE PREFERRED SECURITIES ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5VANGUARD HIGH YIELD ADM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6VANGUARD MID CAP INDEX ADM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7VANGUARD GROWTH INDEX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8FIDELITY US BOND INDEX FUND INSTITUTIONA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9FIDELITY INTERNATIONAL INDEX FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10VANGUARD VALUE INDEX ADMIRAL
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc210.881 DFA Real Estate Securities I
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6126.651 VANGUARD VALUE INDEX ADMIRAL
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt02101 HIGHWAY 34 SOUTH SUITE A
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WALL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NJ
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd007719
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NJ
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0GARDEN STATE TRUST COMPANY
IRS990PF/StatementsRegardingActyGrp/PhoneNum07322555000
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt014000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Scholarship To Trinity College
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0330 Summit St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Hartford
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd006106
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt014000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt011613
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt011613
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01258
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01762
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt09421
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt016103
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt03662
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01258
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01762
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt09421
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt015275
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt03662
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt016103
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt012441
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0168
OtherDecreasesSchedule/OtherDecreasesDetail/Amt11
OtherDecreasesSchedule/OtherDecreasesDetail/Desc02023 Dividends Posted in 2022
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1ROUNDING
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0117
OtherIncreasesSchedule/OtherIncreasesDetail/Desc02022 DIVIDENDS POSTED IN 2021
TaxesSchedule/TaxesDetail/Amt054
TaxesSchedule/TaxesDetail/Amt156
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAYMENT - PRIOR YEAR
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt056
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GARDEN STATE TRUST COMPANY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0R M DOUGHERTY CLASS OF 35
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SCHOLARSHIP TRUST
ReturnHeader/Filer/BusinessNameControlTxt0DOUG
ReturnHeader/Filer/EIN0223782891
ReturnHeader/Filer/PhoneNum07322555000
ReturnHeader/Filer/USAddress/AddressLine1Txt02101 HIGHWAY 34 SOUTH SUITE A
ReturnHeader/Filer/USAddress/CityNm0WALL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd007719
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0221975109
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Koerner & Koerner PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010 Allen Street Suite 3A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Toms River
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd008753
ReturnHeader/PreparerPersonGrp/PhoneNum07322442323
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0James K Koerner
ReturnHeader/ReturnTs02023-05-11T05:20:57-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0GARDEN STATE TRUST
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0COMPANY
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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