Civic Intelligence

Foster-Karney Trust Fund

990PF • Fiscal year 2021 • EIN 22-6441627

Jan 01, 2021 to Dec 31, 2021 • Filed on Sep 14, 2022

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

31st percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

85th percentile

53%

Higher net margin than 85% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

51st percentile

7.5%

Faster asset growth than 51% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

17th percentile

-15%

Faster revenue growth than 17% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$3,293,234

Up $228,523 (+7.5%) from 2020

Net Assets

Up

$3,293,234

Up $228,523 (+7.5%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin85th percentile

Revenue

Down

$412,545

Down $74,818 (-15%) from 2020

Expenses

Down

$192,081

Down $2,386 (-1.2%) from 2020

Net Income

Down

$220,464

Down $72,432 (-25%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth51st 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

2021

Assets$3,293,234
Liabilities$0
Net Assets$3,293,234
Open 2021 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

2021

Revenue$412,545
Expenses$192,081
Net Income$220,464
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Sep 14, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN QUINNTreasurerPT$0--
EDWARD PRICEChairmenPT$0--
GEORGE BOOKOSSecretaryPT$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
Edward Price
Title
Chairmen
Phone
6093988149
Signed
2022-09-14
Discuss with paid preparer
Yes

Preparer

Firm
Heininger Accounting & Consultants LLC
Address
801 CENTRAL AVE, OCEAN CITY, NJ 08226-3613
Preparer
Joseph P Devine Jr
Phone
6093988149
Raw XML AppendixShowing 400 of 851 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/StockNm13 M MINN MINING
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3ACN ACCENTURE PLC IRELAND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4ALTRIA GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5AMGN AMGEN INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7AMT AMERICAN TOWER GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8APD AIR PRODUCTS & CHEMICALS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23BX BLACKSTONE INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26CICO CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27CRL CHARLES RIVER LAB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28CRM SALESFORCE .COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29CRM SALESFORCE.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30CTL CENTRYINK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31CTL CENTRYLINK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32CTL CENTRYLINK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33CTL CENTRYLINK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34CTL CENTRYLINK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35CTL CENTRYLINK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36CTL CENTRYLINK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37CTL CENTRYLINK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38DOMINION RESOURCES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39DUKE ENERGY/PROGRESS MERGER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40EW EDWARDS LIFESCIENCES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41EXXON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42EXXON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43GDRX GOODRX HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44GDRX GOODRX HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45HON HONEYELL INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47LLY ELILILLY & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48MA MASTERCARD INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50MP MP MATERIALS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51NEP NEXTERA ENERGY PTRNS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52NEP NEXTERA ENERGY PTRNS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53NUE NUCOR CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54NUE NUCOR CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55OLED UNIVERSAL DISPLAY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56PAYC PAYCOM SOFTWARE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57PH PARKER-HANNIFIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58PLD PROLOGIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59PLD PROLOGIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60PLD PROLOGIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61PREX PROGRESSIVE ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62PUBLIC SERVICE ENTERPRISE GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63ROC ROCHWELL AUTOMATION INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64ROYAL DUTCH PETROLEUM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65RTX RAYTHEON TECHNOLOGIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66SHOP SHOPIFY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67STOR STORE CAPITAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68STORE STORE CAPILAT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69UNH UNITEDHEALTH GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70VEEV VEEVA SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71VERIZON COMMUNICATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72VISA
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InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt01030
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt111729
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt233603
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3138426
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt438216
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt529402
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6399964
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt753338
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1AMLP ALPS ALTERIAN MLP
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt112179
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt452448
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0151440
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0220464
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01120193
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IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt0121
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IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0121
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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,293,234
Liabilities
$0
Net assets
$3,293,234
Revenue
$412,545
Expenses
$192,081
Net income
$220,464
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