Civic Intelligence

Rees Charitable Trust

990PF • Fiscal year 2014 • EIN 22-6639535

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 12, 2015

Organization Profile
450 West Kennedy BoulevardLakewood, NJ 08701

(732) 370-1114

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

57th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

92nd percentile

55%

Higher net margin than 92% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2014

Asset Growth

56th percentile

3.2%

Faster asset growth than 56% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

99th percentile

1369%

Faster revenue growth than 99% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$344,341

Up $10,834 (+3.2%) from 2013

Net Assets

$344,341

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin92nd percentile

Revenue

Up

$19,819

Up $18,470 (+1369%) from 2013

Expenses

Down

$8,985

Down $17,344 (-66%) from 2013

Net Income

Up

$10,834

Up $35,814 (+143%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

$600K$400K$200K$0Assets 2011: $396,434Liabilities 2011: $02011Assets 2012: $358,487Liabilities 2012: $02012Assets 2013: $333,507Liabilities 2013: $02013Assets 2014: $344,341Liabilities 2014: $0Net Assets 2014: $344,3412014Assets 2015: $338,358Liabilities 2015: $0Net Assets 2015: $338,3582015Assets 2019: $342,038Liabilities 2019: $0Net Assets 2019: $342,0382019Assets 2020: $421,767Liabilities 2020: $7,000Net Assets 2020: $414,7672020Assets 2021: $475,123Liabilities 2021: $0Net Assets 2021: $475,1232021Assets 2022: $488,849Liabilities 2022: $0Net Assets 2022: $488,8492022Assets 2023: $513,598Liabilities 2023: $0Net Assets 2023: $513,5982023Assets 2024: $584,198Liabilities 2024: $0Net Assets 2024: $584,1982024

Highlighted filing

2014

Assets$344,341
Liabilities$0
Net Assets$344,341
Open 2014 Filing

Operations Trend

Revenue Growth99th percentile

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

$150K$100K$50K$0-$50K-$100KRevenue 2011: $3,974Expenses 2011: $79,435Net Income 2011: -$75,4612011Revenue 2012: $2,263Expenses 2012: $40,210Net Income 2012: -$37,9472012Revenue 2013: $1,349Expenses 2013: $26,329Net Income 2013: -$24,9802013Revenue 2014: $19,819Expenses 2014: $8,985Net Income 2014: $10,8342014Revenue 2015: $12,123Expenses 2015: $18,106Net Income 2015: -$5,9832015Revenue 2019: $18,762Expenses 2019: $13,308Net Income 2019: $5,4542019Revenue 2020: $78,846Expenses 2020: $6,117Net Income 2020: $72,7292020Revenue 2021: $91,159Expenses 2021: $30,803Net Income 2021: $60,3562021Revenue 2022: $92,513Expenses 2022: $78,787Net Income 2022: $13,7262022Revenue 2023: $56,071Expenses 2023: $31,322Net Income 2023: $24,7492023Revenue 2024: $101,193Expenses 2024: $30,593Net Income 2024: $70,6002024

Highlighted filing

2014

Revenue$19,819
Expenses$8,985
Net Income$10,834
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 12, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
HENNI WEISZTrustee-$0--
DAVID WILSCHANSKITrustee-$0--
ADRIAN WEISZTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Rees Charitable Trust
EIN
22-6639535
Phone
7323701114
Address
450 WEST KENNEDY BOULEVARD, LAKEWOOD, NJ 08701

Signing Officer

Name
David Wilschanski
Title
Trustee
Phone
7323701114
Signed
2015-11-12

Preparer

Firm
David Wilschanski CPA
Address
450 WEST KENNEDY BLVD, LAKEWOOD, NJ 08701
Raw XML Appendix342 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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DistributionFromCorpusElection/ElectionDesc0THE FOUNDATION IS MAKING AN ELECTION TO TREAT EXCESS QUALIFYING DISTRIBUTIONS OF 13 AS A DISTRIBUTION OUT OF CORPUS.H. WEISZ
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt07415
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
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IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt016630
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt016630
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt016630
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt016783
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0153
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IRS990PF/FMVAssetsEOYAmt0260066
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0168009
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IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
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IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NJ
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum07323701114
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0ASSISTANCE TO 501C3 EXEMPT ORGANIZATIONS
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt01570
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01570
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATIONAL AND RELIGIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0MISC S 501 (C)(3) ORGANIZATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LAKEWOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd008701
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01570
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt016630
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt016630
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt019714
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt018192
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt055677
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt024128
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt016630
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0102651
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01570
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt019714
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt018192
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt055677
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt07498
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01570
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0102651
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0117711
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt01570
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt040781
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0LOANS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt040396
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt040396
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt0118
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt14435
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MARGIN
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0118
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt14435
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0118
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt14435
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt06248
OtherIncomeSchedule2/OtherIncomeDetail/Desc0TAX SALES
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt06248
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt06248
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt02845
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt117
TaxesSchedule/TaxesDetail/Amt02845
TaxesSchedule/TaxesDetail/Amt117
TaxesSchedule/TaxesDetail/CategoryTxt0REAL ESTATE
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02845
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt117
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID WILSCHANSKI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07323701114
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0REES CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0REES
ReturnHeader/Filer/EIN0226639535
ReturnHeader/Filer/PhoneNum07323701114
ReturnHeader/Filer/USAddress/AddressLine1Txt0450 WEST KENNEDY BOULEVARD
ReturnHeader/Filer/USAddress/CityNm0LAKEWOOD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd008701
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0223340257
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAVID WILSCHANSKI CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0450 WEST KENNEDY BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAKEWOOD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd008701
ReturnHeader/ReturnTs02015-11-12T10:18:10-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$344,341
Liabilities
$0
Net assets
$344,341
Revenue
$19,819
Expenses
$8,985
Net income
$10,834
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.84$0.00$5.84$1.01$0.31$0.71
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.14$0.00$5.14$0.56$0.31$0.25
2022Detailed filing. Detailed filing data is available for this year.$4.89$0.00$4.89$0.93$0.79$0.14
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.75$0.00$4.75$0.91$0.31$0.60
2020Detailed filing. Detailed filing data is available for this year.$4.22$0.07$4.15$0.79$0.06$0.73
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.42$0.00$3.42$0.19$0.13$0.05
2015Detailed filing. Detailed filing data is available for this year.$3.38$0.00$3.38$0.12$0.18$0.06
2014Detailed filing. Detailed filing data is available for this year.$3.44$0.00$3.44$0.20$0.09$0.11
2013Summary only. Only limited summary data is available for this year.$3.34$0.00$0.01$0.26$0.25
2012Summary only. Only limited summary data is available for this year.$3.58$0.00$0.02$0.40$0.38
2011Summary only. Only limited summary data is available for this year.$3.96$0.00$0.04$0.79$0.75
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • <$500k nonprofits