Civic Intelligence

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

990PF • Fiscal year 2017 • EIN 22-6748394

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 27, 2018

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.

2017 filings • NTEE T20Z • <$500k nonprofits • Source year 2017

Liabilities / Revenue

87th percentile

0.00x

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

2017 filings • NTEE T20Z • <$500k nonprofits • Source year 2017

Net Margin

16th percentile

-197%

Higher net margin than 16% of similar nonprofits.

2017 filings • NTEE T20Z • <$500k nonprofits • Source year 2017

Top Officer Pay

96th percentile

$0

Higher top officer pay than 96% of similar nonprofits.

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

2017 filings • NTEE T20Z • <$500k nonprofits • Source year 2017

Asset Growth

62nd percentile

1.3%

Faster asset growth than 62% of similar nonprofits.

2017 filings • NTEE T20Z • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

56th percentile

12%

Faster revenue growth than 56% of similar nonprofits.

2017 filings • NTEE T20Z • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets87th percentile

Assets

Up

$28,890

Up $373 (+1.3%) from 2016

Net Assets

Up

$28,890

Up $373 (+1.3%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin16th percentile

Revenue

Up

$573

Up $63 (+12%) from 2016

Expenses

Up

$1,700

Up $200 (+13%) from 2016

Net Income

Down

-$1,127

Down $137 (-14%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth62nd 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

2017

Assets$28,890
Liabilities$0
Net Assets$28,890
Open 2017 Filing

Operations Trend

Revenue Growth56th percentile

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

2017

Revenue$573
Expenses$1,700
Net Income-$1,127
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 27, 2018
Return Version
2017v2.2
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
2018-04-27
Discuss with paid preparer
Yes

Preparer

Firm
Sax Llp
Address
551 MADISON AVE 12TH FL SUITE 1201, NEW YORK, NY 10022
Preparer
W Michael Curry
Phone
2126618640
Raw XML Appendix285 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/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt027207
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ROBERT E WORTMANN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MARY J WORTMANN
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0800
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0900
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01477
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01700
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0677
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0900
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01500
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ADJUSTMENT FOR PRIOR YEAR VOID CHECK
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT WORTMANN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02018714422
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-27
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId003BF27138F0E065134F76D529AE13EAA40887F51
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt038.142.186.170
ReturnHeader/FilingSecurityInformation/IPDt02018-04-27
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm008:04:07
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0812950760
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0551 MADISON AVE 12TH FL SUITE 1201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010022
ReturnHeader/PreparerPersonGrp/PhoneNum02126618640
ReturnHeader/PreparerPersonGrp/PreparationDt02018-04-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0W MICHAEL CURRY
ReturnHeader/ReturnTs02018-05-15T10:43:59-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$28,890
Liabilities
$0
Net assets
$28,890
Revenue
$573
Expenses
$1,700
Net income
-$1,127
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