Civic Intelligence

Robert E & Mary J Wortmann Charitable Trust U/A Dtd 1-24-97

990PF • Fiscal year 2015 • EIN 22-6748394

Jan 01, 2015 to Dec 31, 2015 • Filed on Oct 13, 2016

Organization Profile
54 Pleasant AvenueUpper Saddle River, NJ 07458-2411

(201) 871-4422

Siviq Scores

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

Liabilities / Assets

87th percentile

0.00x

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

2015 filings • NTEE T20Z • <$500k nonprofits • Source year 2015

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

96th percentile

100%

Higher net margin than 96% of similar nonprofits.

2015 filings • NTEE T20Z • <$500k nonprofits • Source year 2015

Top Officer Pay

96th percentile

$0

Higher top officer pay than 96% of similar nonprofits.

2015 filings • NTEE T20Z • <$500k nonprofits • Source year 2015

Asset Growth

8th percentile

-44%

Faster asset growth than 8% of similar nonprofits.

2015 filings • NTEE T20Z • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets87th percentile

Assets

Down

$29,507

Down $23,289 (-44%) from 2014

Net Assets

Down

$29,507

Down $23,289 (-44%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin96th percentile

Revenue

Down

-$23,142

Down $23,142 from 2014

Expenses

Flat

$0

Flat from 2014

Net Income

Down

-$23,142

Down $23,142 from 2014

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

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

$60K$40K$20K$0Assets 2010: $24,467Liabilities 2010: $0Net Assets 2010: $24,4672010Assets 2011: $56,965Liabilities 2011: $0Net Assets 2011: $56,9652011Assets 2012: $53,965Liabilities 2012: $0Net Assets 2012: $53,9652012Assets 2014: $52,796Liabilities 2014: $0Net Assets 2014: $52,7962014Assets 2015: $29,507Liabilities 2015: $0Net Assets 2015: $29,5072015Assets 2016: $28,517Liabilities 2016: $0Net Assets 2016: $28,5172016Assets 2017: $28,890Liabilities 2017: $0Net Assets 2017: $28,8902017Assets 2019: $25,989Liabilities 2019: $02019Assets 2020: $23,665Liabilities 2020: $0Net Assets 2020: $23,6652020Assets 2021: $10,022Liabilities 2021: $0Net Assets 2021: $10,0222021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2015

Assets$29,507
Liabilities$0
Net Assets$29,507
Open 2015 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2010: $1,0002010Expenses 2011: $4,0002011Expenses 2012: $3,0002012Revenue 2014: $0Expenses 2014: $0Net Income 2014: $02014Revenue 2015: -$23,142Expenses 2015: $0Net Income 2015: -$23,1422015Revenue 2016: $510Expenses 2016: $1,500Net Income 2016: -$9902016Revenue 2017: $573Expenses 2017: $1,700Net Income 2017: -$1,1272017Revenue 2019: $1,073Expenses 2019: $1,200Net Income 2019: -$1272019Revenue 2020: $1,676Expenses 2020: $4,000Net Income 2020: -$2,3242020Revenue 2021: $11,357Expenses 2021: $25,000Net Income 2021: -$13,6432021Revenue 2022: $1,565,003Expenses 2022: $1,575,025Net Income 2022: -$10,0222022Revenue 2023: $0Expenses 2023: $0Net Income 2023: $02023Revenue 2024: $0Expenses 2024: $0Net Income 2024: $02024

Highlighted filing

2015

Revenue-$23,142
Expenses$0
Net Income-$23,142
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Oct 13, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT E WORTMANNTrusteePT$0--
MARY J WORTMANNTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Robert E & Mary J Wortmann Charitable
EIN
22-6748394
Phone
2018714422
Address
54 PLEASANT AVENUE, UPPER SADDLE RIVER, NJ 07458-2411

Signing Officer

Name
Robert Wortmann
Title
Trustee
Phone
2018714422
Signed
2016-10-13
Discuss with paid preparer
Yes

Preparer

Firm
Wiss & Company Llp
Address
354 EISENHOWER PARKWAY, LIVINGSTON, NJ 07039
Preparer
Michael Lamotta
Phone
9739949400
Raw XML Appendix263 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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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt01111
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0147
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0MARKET VALUE ADJUSTMENT
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT WORTMANN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02018714422
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROBERT E & MARY J WORTMANN CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRUST U/A DTD 1-24-97
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0226748394
ReturnHeader/Filer/PhoneNum02018714422
ReturnHeader/Filer/USAddress/AddressLine1Txt054 PLEASANT AVENUE
ReturnHeader/Filer/USAddress/CityNm0UPPER SADDLE RIVER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd0074582411
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0221732349
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WISS & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0354 EISENHOWER PARKWAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LIVINGSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd007039
ReturnHeader/PreparerPersonGrp/PhoneNum09739949400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL LAMOTTA
ReturnHeader/ReturnTs02016-10-25T09:14:06-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$29,507
Liabilities
$0
Net assets
$29,507
Revenue
-$23,142
Expenses
$0
Net income
-$23,142
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.57$1.58$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.01$0.03$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.00$0.00$0.00
2019Summary only. Only limited summary data is available for this year.$0.03$0.00$0.00$0.00$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.00$0.00$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.00$0.00$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.02$0.00$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$0.00$0.00$0.00
2012Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$0.00
2011Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$0.00
2010Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.00