Civic Intelligence

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

990PF • Fiscal year 2021 • EIN 22-6748394

Jan 01, 2021 to Dec 31, 2021 • Filed on May 13, 2022

Organization Profile
43 Village DrMahwah, 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.

2021 filings • NTEE T20Z • <$500k nonprofits • Source year 2021

Liabilities / Revenue

86th percentile

0.00x

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

2021 filings • NTEE T20Z • <$500k nonprofits • Source year 2021

Net Margin

22nd percentile

-120%

Higher net margin than 22% of similar nonprofits.

2021 filings • NTEE T20Z • <$500k nonprofits • Source year 2021

Top Officer Pay

95th percentile

$0

Higher top officer pay than 95% of similar nonprofits.

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

2021 filings • NTEE T20Z • <$500k nonprofits • Source year 2021

Asset Growth

4th percentile

-58%

Faster asset growth than 4% of similar nonprofits.

2021 filings • NTEE T20Z • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

93rd percentile

578%

Faster revenue growth than 93% of similar nonprofits.

2021 filings • NTEE T20Z • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets87th percentile

Assets

Down

$10,022

Down $13,643 (-58%) from 2020

Net Assets

Down

$10,022

Down $13,643 (-58%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin22nd percentile

Revenue

Up

$11,357

Up $9,681 (+578%) from 2020

Expenses

Up

$25,000

Up $21,000 (+525%) from 2020

Net Income

Down

-$13,643

Down $11,319 (-487%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth4th 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

2021

Assets$10,022
Liabilities$0
Net Assets$10,022
Open 2021 Filing

Operations Trend

Revenue Growth93rd 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

2021

Revenue$11,357
Expenses$25,000
Net Income-$13,643
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 13, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay95th 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
43 VILLAGE DR, MAHWAH, NJ 07458-2411

Signing Officer

Name
Robert Wortmann
Title
Trustee
Phone
2018714422
Signed
2022-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Sax Llp
Address
389 INTERPACE PARKWAY STE 3, PARSIPPANY, NJ 07054
Preparer
W Michael Curry
Phone
2126618640
Raw XML Appendix267 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ROBERT E WORTMANN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MARY J WORTMANN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
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IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt024049
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt027204
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt03155
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT WORTMANN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02018714422
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-13
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/AddressLine1Txt043 VILLAGE DR
ReturnHeader/Filer/USAddress/CityNm0MAHWAH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd0074582411
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0812950760
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0389 INTERPACE PARKWAY STE 3
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PARSIPPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd007054
ReturnHeader/PreparerPersonGrp/PhoneNum02126618640
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0W MICHAEL CURRY
ReturnHeader/ReturnTs02022-05-15T08:25:06-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBERT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WORTMANN
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$10,022
Liabilities
$0
Net assets
$10,022
Revenue
$11,357
Expenses
$25,000
Net income
-$13,643
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