Civic Intelligence

The Margetts Foundation

990PF • Fiscal year 2011 • EIN 22-6041532

Jan 01, 2011 to Dec 31, 2011 • Filed on Mar 16, 2012

PO Box 28717074
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2011 filings • <$500k nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

2011 filings • <$500k nonprofits • Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$135,720

No earlier filing loaded for comparison.

Net Assets

$135,720

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$65,941

No earlier filing loaded for comparison.

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.

$150K$100K$50K$0Assets 2011: $135,720Liabilities 2011: $0Net Assets 2011: $135,7202011Assets 2012: $134,034Liabilities 2012: $12012Assets 2013: $118,701Liabilities 2013: $0Net Assets 2013: $118,7012013Assets 2014: $126,591Liabilities 2014: $0Net Assets 2014: $126,5912014Assets 2015: $114,478Liabilities 2015: $718Net Assets 2015: $113,7602015Assets 2016: $96,878Liabilities 2016: $0Net Assets 2016: $96,8782016Assets 2017: $117,516Liabilities 2017: $0Net Assets 2017: $117,5162017Assets 2018: $93,437Liabilities 2018: $0Net Assets 2018: $93,4372018Assets 2019: $109,985Liabilities 2019: $0Net Assets 2019: $109,9852019Assets 2020: $92,920Liabilities 2020: $0Net Assets 2020: $92,9202020Assets 2021: $114,675Liabilities 2021: $0Net Assets 2021: $114,6752021Assets 2022: $81,264Liabilities 2022: $0Net Assets 2022: $81,2642022Assets 2023: $80,210Liabilities 2023: $0Net Assets 2023: $80,2102023Assets 2024: $81,819Liabilities 2024: $0Net Assets 2024: $81,8192024

Highlighted filing

2011

Assets$135,720
Liabilities$0
Net Assets$135,720

Operations Trend

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

$200K$100K$0-$100K-$200KExpenses 2011: $65,9412011Revenue 2012: $45,911Expenses 2012: $47,597Net Income 2012: -$1,6862012Revenue 2013: $68,754Expenses 2013: $84,087Net Income 2013: -$15,3332013Revenue 2014: $76,244Expenses 2014: $68,354Net Income 2014: $7,8902014Revenue 2015: $69,519Expenses 2015: $82,353Net Income 2015: -$12,8342015Revenue 2016: $46,736Expenses 2016: $91,597Net Income 2016: -$44,8612016Revenue 2017: $53,308Expenses 2017: $32,670Net Income 2017: $20,6382017Revenue 2018: $12,684Expenses 2018: $36,763Net Income 2018: -$24,0792018Revenue 2019: $58,983Expenses 2019: $42,435Net Income 2019: $16,5482019Revenue 2020: $15,068Expenses 2020: $32,132Net Income 2020: -$17,0642020Revenue 2021: $53,239Expenses 2021: $31,925Net Income 2021: $21,3142021Revenue 2022: $13,792Expenses 2022: $130,361Net Income 2022: -$116,5692022Revenue 2023: $12,815Expenses 2023: $13,869Net Income 2023: -$1,0542023Revenue 2024: $13,682Expenses 2024: $12,072Net Income 2024: $1,6102024

Highlighted filing

2011

Revenue-
Expenses$65,941
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Mar 16, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
W Thomas MargettsPresidentPT$0--
Donna D MargettsTrusteePT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCommunity Foundation of New JerseyGeneralExemptMorristown, NJ, US$25,847
Paid GrantKessler FoundationService/MedicalExemptWest Orange, NJ, US$11,000
Paid GrantBoca Grande Health Clinic FoundatioHealthExemptBoca Grande, FL, US$5,000
Paid GrantCounty College of Morris FoundationEducationExemptRandolph, NJ, US$3,450
Paid GrantFrost Valley YMCAServiceExemptClaryville NY, NY, US$2,250
Paid GrantSarasota OperaCulturalExemptSarasota, FL, US$1,359
Paid GrantPartnership in PhilanthropyServiceExemptChatham, NJ, US$1,100
Paid GrantBloomfield College Jack Noonan SchoEducationExemptBloomfield, NJ, US$1,000
Paid GrantNewport Revitalization PreservatiServiceExemptNewport, PA, US$1,000
Paid GrantPerlman Music Program SuncoastService/YouthExemptSarasota, FL, US$1,000
Paid GrantSphinx FoundationServiceExemptHanover, NH, US$1,000
Paid GrantPerry County Council of the ArtsArtsExemptNewport, PA, US$750
Paid GrantPerry County Community FoundationServiceExemptHarrisburg, PA, US$750
Paid GrantSt Peters Episcopal ChurchReligiousExemptMorristown, NJ, US$750
Paid GrantPerry County Literacy CouncilService/EducationExemptNewport, PA, US$600
Paid GrantFriends of Florham - FDUHistoricalExemptMadison, NJ, US$500
Paid GrantGreat Swamp Watershed AssociationGeneralExemptNew Vernon, NJ, US$500
Paid GrantMorristownMemorial Health FoundatioService/MedicalExemptMorristown, NJ, US$500
Paid GrantNewport Public LibraryService/EducationExemptNewport, PA, US$500
Paid GrantPerry HistoriansHistoricalExemptNewport, PA, US$500
Paid GrantSpecial OlympicsService/YouthExemptPeapack, NJ, US$500
Paid GrantWashington Association of New JerseHistoricalExemptMorristown, NJ, US$450
Paid GrantNed Smith Center for Nature and ArtEducationExemptMillersburg, PA, US$250
Paid GrantNew Jersey AudubonConservationExemptBernardsville, NJ, US$250
Paid GrantSt Andrews Episcopal ChurchReligiousExemptBoca Grande, FL, US$250
Paid GrantUniversity of Virginia Law School FEducationExemptCharlottesville, VA, US$250
Paid GrantFood for the Poor IncServiceExemptCoconut Creek, FL, US$200
Paid GrantHanover InstituteEducationExemptWindsor, VT, US$200
Paid GrantNew Vernon Volunteer Fire DepartmenServiceExemptNew Vernon, NJ, US$200
Paid GrantSalvation ArmyServiceExemptMorristown, NJ, US$200
Paid GrantNational Civil War MuseumHistoricalExemptHarrisburg, PA, US$150
Paid GrantAnimal Refuge CenterServiceExemptFt Myers, FL, US$100
Paid GrantArts Council of the Morris AreaArtsExemptMorristown, NJ, US$100
Paid GrantJoshua Robin Berry Childrens' TruServiceExemptHouston, TX, US$100
Paid GrantFairleigh Dickinson UniversityEducationExemptTeaneck, NJ, US$100
Paid GrantFriends of the Great Swamp WildlifeConservationExemptBasking Ridge, NJ, US$100
Paid GrantGasparilla Island Conservation ImConservationExemptBoca Grande, FL, US$100
Paid GrantGreater Morristown YMCAGeneralExemptCedar Knolls, NJ, US$100
Paid GrantKent SchoolEducationExemptKent, CT, US$100
Paid GrantLand Conservancy of New JerseyConservationExemptBoonton, NJ, US$100
Paid GrantMacculloch HallHistoricalExemptMorristown, NJ, US$100
Paid GrantMillersburg Ferry Boat AssociationServiceExemptMillersburg, PA, US$100
Paid GrantMorristown Neighborhood HouseServiceExemptMorristown, NJ, US$100
Paid GrantNational Mill Dog RescueServiceExemptColorado Springs, CO, US$100
Paid GrantNewark AcademyEducationExemptLivingston, NJ, US$100
Paid GrantNewport Ambulance LeagueServiceExemptNewport, PA, US$100
Paid GrantNewport Citizens Fire CompanyServiceExemptNewport, PA, US$100
Paid GrantHistorical Society Of Perry CountyHistoricalExemptNewport, PA, US$50
Paid GrantSchuyler-Hamilton HouseHistoricalExemptMorristown, NJ, US$50
Filing and Contact Details

Filer

EIN
22-6041532
Raw XML AppendixShowing 400 of 756 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/NameOfStock4100 shares of Home Depot
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6500 shares of Johnson Johnson
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7216 shares of Medco Health Solutions
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock82041 shares of Merck
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9351 shares of Orrstown Finl Services Inc
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock101491 shares of Pfizer Inc
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11400 shares of Procter Gamble
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1254 shares of Smucker JM Co
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13100 shares of Abbott Laboratories
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14800 shares of UGI Corp New
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15100 shares of Verizon Communications
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock16312 shares of Valley National Bancorp
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1724 shares of Frontier Communications
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock18100 shares of Pepsico Incorporated
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0W Thomas Margetts
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1Donna D Margetts
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IRS990PF/SummaryOfDirectCharitableActy/Description10Not Applicable
IRS990PF/SummaryOfDirectCharitableActy/Expenses100
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1Arts
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2Service
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3Education
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4Health
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6Education
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution7Education
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution8Service
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution10Conservation
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution11Service
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution12Conservation
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution21Service
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution22Service/Medical
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution23Service
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution24Historical
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution25Service
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution26Education
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution27Education
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution28Conservation
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution29Service
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution30Service
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution31Service/Education
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution33Service
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution34Service
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution35Service/Youth
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution37Service
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution38Service/Education
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution40Religious
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution41Religious
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution42Service
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution43Cultural
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution44Historical
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution45Service/Youth
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution46Service
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution47Education
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution48Historical
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10Animal Refuge Center
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11Arts Council of the Morris Area
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12Joshua Robin Berry Childrens' Tru
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13Bloomfield College Jack Noonan Scho
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14Boca Grande Health Clinic Foundatio
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine15Community Foundation of New Jersey
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine16County College of Morris Foundation
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine17Fairleigh Dickinson University
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine18Food for the Poor Inc
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine19Friends of Florham - FDU
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine110Friends of the Great Swamp Wildlife
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine111Frost Valley YMCA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine112Gasparilla Island Conservation Im
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine113Great Swamp Watershed Association
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine114Greater Morristown YMCA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine115Hanover Institute
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine116Historical Society Of Perry County
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine117Kent School
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine118Kessler Foundation
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine119Land Conservancy of New Jersey
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine120Macculloch Hall
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine121Millersburg Ferry Boat Association
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine122MorristownMemorial Health Foundatio
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine123Morristown Neighborhood House
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine124National Civil War Museum
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine125National Mill Dog Rescue
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine126Ned Smith Center for Nature and Art
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine127Newark Academy
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine128New Jersey Audubon
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine129Newport Ambulance League
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine130Newport Citizens Fire Company
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine131Newport Public Library
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine132Newport Revitalization Preservati
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine133New Vernon Volunteer Fire Departmen
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine134Partnership in Philanthropy
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine135Perlman Music Program Suncoast
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine136Perry County Council of the Arts
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine137Perry County Community Foundation
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine138Perry County Literacy Council
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine139Perry Historians
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine140St Andrews Episcopal Church
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine141St Peters Episcopal Church
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine142Salvation Army

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.14$0.12$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.13$0.14$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.14$1.30$1.17
2021Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.53$0.32$0.21
2020Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.15$0.32$0.17
2019Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.59$0.42$0.17
2018Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.13$0.37$0.24
2017Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.53$0.33$0.21
2016Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.47$0.92$0.45
2015Detailed filing. Detailed filing data is available for this year.$1.14$0.01$1.14$0.70$0.82$0.13
2014Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.76$0.68$0.08
2013Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.69$0.84$0.15
2012Summary only. Only limited summary data is available for this year.$1.34$0.00$0.46$0.48$0.02
2011Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.66