Civic Intelligence

Foster-Karney Trust Fund

990PF • Fiscal year 2016 • EIN 22-6441627

Jan 01, 2016 to Dec 31, 2016 • Filed on Feb 20, 2017

Organization Profile
PO Box 364Ocean City, NJ 08226

(609) 399-5796

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

80th percentile

22%

Higher net margin than 80% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

53rd percentile

1.4%

Faster asset growth than 53% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

17th percentile

-25%

Faster revenue growth than 17% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$2,629,988

Up $37,026 (+1.4%) from 2015

Net Assets

Up

$2,629,988

Up $37,026 (+1.4%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin80th percentile

Revenue

Down

$166,964

Down $56,139 (-25%) from 2015

Expenses

Up

$129,938

Up $6,612 (+5.4%) from 2015

Net Income

Down

$37,026

Down $62,751 (-63%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $2,123,745Liabilities 2010: $0Net Assets 2010: $2,123,7452010Assets 2011: $2,218,828Liabilities 2011: $0Net Assets 2011: $2,218,8282011Assets 2012: $2,280,797Liabilities 2012: $0Net Assets 2012: $2,280,7972012Assets 2013: $2,372,956Liabilities 2013: $0Net Assets 2013: $2,372,9562013Assets 2014: $2,494,385Liabilities 2014: $0Net Assets 2014: $2,494,3852014Assets 2015: $2,592,962Liabilities 2015: $0Net Assets 2015: $2,592,9622015Assets 2016: $2,629,988Liabilities 2016: $0Net Assets 2016: $2,629,9882016Assets 2017: $2,555,732Liabilities 2017: $0Net Assets 2017: $2,555,7322017Assets 2018: $2,601,729Liabilities 2018: $0Net Assets 2018: $2,601,7292018Assets 2019: $2,767,575Liabilities 2019: $0Net Assets 2019: $2,767,5752019Assets 2020: $3,064,711Liabilities 2020: $0Net Assets 2020: $3,064,7112020Assets 2021: $3,293,234Liabilities 2021: $0Net Assets 2021: $3,293,2342021Assets 2022: $3,504,821Liabilities 2022: $0Net Assets 2022: $3,504,8212022Assets 2023: $3,469,891Liabilities 2023: $0Net Assets 2023: $3,469,8912023Assets 2024: $3,496,511Liabilities 2024: $0Net Assets 2024: $3,496,5112024

Highlighted filing

2016

Assets$2,629,988
Liabilities$0
Net Assets$2,629,988
Open 2016 Filing

Operations Trend

Revenue Growth17th percentile

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

$600K$400K$200K$0-$200KExpenses 2010: $134,5322010Expenses 2011: $129,6682011Expenses 2012: $151,0292012Revenue 2013: $249,113Expenses 2013: $157,454Net Income 2013: $91,6592013Revenue 2014: $241,265Expenses 2014: $120,837Net Income 2014: $120,4282014Revenue 2015: $223,103Expenses 2015: $123,326Net Income 2015: $99,7772015Revenue 2016: $166,964Expenses 2016: $129,938Net Income 2016: $37,0262016Revenue 2017: $129,520Expenses 2017: $205,276Net Income 2017: -$75,7562017Revenue 2018: $228,184Expenses 2018: $182,187Net Income 2018: $45,9972018Revenue 2019: $345,379Expenses 2019: $185,887Net Income 2019: $159,4922019Revenue 2020: $487,363Expenses 2020: $194,467Net Income 2020: $292,8962020Revenue 2021: $412,545Expenses 2021: $192,081Net Income 2021: $220,4642021Revenue 2022: $403,652Expenses 2022: $191,092Net Income 2022: $212,5602022Revenue 2023: $177,710Expenses 2023: $217,570Net Income 2023: -$39,8602023Revenue 2024: $237,471Expenses 2024: $214,118Net Income 2024: $23,3532024

Highlighted filing

2016

Revenue$166,964
Expenses$129,938
Net Income$37,026
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Feb 20, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN QUINNTreasurer-$0--
EDWARD PRICEExecutive Co-$0--
Filing and Contact Details

Filer

Filer Name
Foster Karney Trust Fund
EIN
22-6441627
Phone
6093995796
Address
PO BOX 364, OCEAN CITY, NJ 08226

Signing Officer

Name
John Quinn
Title
Treasurer
Phone
6093988149
Signed
2017-02-20

Preparer

Firm
Gregg M Heininger CPA
Address
516 E 8TH ST, OCEAN CITY, NJ 08226-3724
Preparer
Joseph P Devine Jr
Phone
6093988149
Raw XML AppendixShowing 400 of 938 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/InvestmentsCorporateStockGrp/StockNm48STONEMOR PARTNERS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49TRAVELERS COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50ULTRA SALON COSMETICS & FLAGRANCE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51VERIZON COMMUNICATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52VISA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53WACHOVIA CORP/WELLS FARGO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54WILLIAMS COS INC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt626005
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3PRUDENTIAL C US RE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4STEELPATH MLP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5STEELPATH OPPENHEIMER
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8USA MUTUALS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9FIDELITY ADVISOR BIOTECHNOLOGY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10FIDELITY ADVISOR CONSUMER
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11FIDELITY ADVISOR BIOTECHNOLOGY
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13GROWTH FUND OF AMERICA
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,629,988
Liabilities
$0
Net assets
$2,629,988
Revenue
$166,964
Expenses
$129,938
Net income
$37,026
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.50$0.00$3.50$0.24$0.21$0.02
2023Detailed filing. Detailed filing data is available for this year.$3.47$0.00$3.47$0.18$0.22$0.04
2022Detailed filing. Detailed filing data is available for this year.$3.50$0.00$3.50$0.40$0.19$0.21
2021Detailed filing. Detailed filing data is available for this year.$3.29$0.00$3.29$0.41$0.19$0.22
2020Detailed filing. Detailed filing data is available for this year.$3.06$0.00$3.06$0.49$0.19$0.29
2019Detailed filing. Detailed filing data is available for this year.$2.77$0.00$2.77$0.35$0.19$0.16
2018Detailed filing. Detailed filing data is available for this year.$2.60$0.00$2.60$0.23$0.18$0.05
2017Detailed filing. Detailed filing data is available for this year.$2.56$0.00$2.56$0.13$0.21$0.08
2016Detailed filing. Detailed filing data is available for this year.$2.63$0.00$2.63$0.17$0.13$0.04
2015Detailed filing. Detailed filing data is available for this year.$2.59$0.00$2.59$0.22$0.12$0.10
2014Detailed filing. Detailed filing data is available for this year.$2.49$0.00$2.49$0.24$0.12$0.12
2013Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$0.25$0.16$0.09
2012Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$0.15
2011Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$0.13
2010Detailed filing. Detailed filing data is available for this year.$2.12$0.00$2.12$0.13