Civic Intelligence

John N and Doris M Mustermann Charitable Trust 28715000017

990PF • Fiscal year 2018 • EIN 22-6759056

Jan 01, 2018 to Dec 31, 2018 • Filed on May 13, 2019

1886 Hinds Road Suite 2Toms River, NJ 08753

(732) 255-5000

Siviq Scores

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

Liabilities / Assets

88th percentile

0.00x

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

2018 filings • NTEE T20 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

88th percentile

0.00x

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

2018 filings • NTEE T20 • <$500k nonprofits • Source year 2018

Net Margin

23rd percentile

-78%

Higher net margin than 23% of similar nonprofits.

2018 filings • NTEE T20 • <$500k nonprofits • Source year 2018

Top Officer Pay

98th percentile

$6,617

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 33.9% of source-year revenue.

2018 filings • NTEE T20 • <$500k nonprofits • Source year 2018

Asset Growth

46th percentile

-3.5%

Faster asset growth than 46% of similar nonprofits.

2018 filings • NTEE T20 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

38th percentile

-21%

Faster revenue growth than 38% of similar nonprofits.

2018 filings • NTEE T20 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$424,555

Down $15,207 (-3.5%) from 2017

Net Assets

Down

$424,555

Down $15,207 (-3.5%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Down

$19,548

Down $5,340 (-21%) from 2017

Expenses

Up

$34,845

Up $1,453 (+4.4%) from 2017

Net Income

Down

-$15,297

Down $6,793 (-80%) from 2017

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2014: $468,160Liabilities 2014: $02014Assets 2015: $463,848Liabilities 2015: $02015Assets 2016: $438,131Liabilities 2016: $0Net Assets 2016: $438,1312016Assets 2017: $439,762Liabilities 2017: $0Net Assets 2017: $439,7622017Assets 2018: $424,555Liabilities 2018: $0Net Assets 2018: $424,5552018Assets 2019: $407,246Liabilities 2019: $0Net Assets 2019: $407,2462019Assets 2020: $367,746Liabilities 2020: $0Net Assets 2020: $367,7462020Assets 2021: $361,862Liabilities 2021: $0Net Assets 2021: $361,8622021Assets 2022: $336,441Liabilities 2022: $0Net Assets 2022: $336,4412022Assets 2023: $319,339Liabilities 2023: $0Net Assets 2023: $319,3392023Assets 2024: $306,433Liabilities 2024: $0Net Assets 2024: $306,4332024

Highlighted filing

2018

Assets$424,555
Liabilities$0
Net Assets$424,555

Operations Trend

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

$40K$20K$0-$20K-$40KRevenue 2014: $19,596Expenses 2014: $12,880Net Income 2014: $6,7162014Revenue 2015: $34,267Expenses 2015: $38,876Net Income 2015: -$4,6092015Revenue 2016: $11,815Expenses 2016: $32,992Net Income 2016: -$21,1772016Revenue 2017: $24,888Expenses 2017: $33,392Net Income 2017: -$8,5042017Revenue 2018: $19,548Expenses 2018: $34,845Net Income 2018: -$15,2972018Revenue 2019: $13,212Expenses 2019: $30,528Net Income 2019: -$17,3162019Revenue 2020: -$6,389Expenses 2020: $33,194Net Income 2020: -$39,5832020Revenue 2021: $28,609Expenses 2021: $34,432Net Income 2021: -$5,8232021Revenue 2022: $11,841Expenses 2022: $37,142Net Income 2022: -$25,3012022Revenue 2023: $11,575Expenses 2023: $28,678Net Income 2023: -$17,1032023Revenue 2024: $17,827Expenses 2024: $30,791Net Income 2024: -$12,9642024

Highlighted filing

2018

Revenue$19,548
Expenses$34,845
Net Income-$15,297
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 13, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GARDEN STATE TRUST COMPANYTrustee-$6,617-$6,617
Filing and Contact Details

Filer

Filer Name
John H & Doris M Mustermann Charitable
EIN
22-6759056
Phone
7322555000
Address
1886 Hinds Road Suite 2, Toms River, NJ 08753

Signing Officer

Name
Garden State Trust Company
Title
Trust Officer
Signed
2019-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Koerner & Koerner PA
Address
10 Allen Street Suite 3A, Toms River, NJ 08753
Preparer
James K Koerner
Phone
7322442323
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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/USAddress/AddressLine1Txt01886 HINDS ROAD SUITE 2
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0TOMS RIVER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NJ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd008753
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt023966
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt024109
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt028122
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt027903
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt031628
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt011452
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.054400
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.06276
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.06416
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.06722
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.02346
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0143
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0440548
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0448070
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0434931
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0470518
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0488117
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt029431
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.217600
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt029288
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt029431
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0143
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt029431
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01886 HINDS ROAD SUITE 2
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0TOMS RIVER
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NJ
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd008753
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NJ
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0GARDEN STATE TRUST COMPANY
IRS990PF/StatementsRegardingActyGrp/PhoneNum07322555000
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt022222
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15555
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIP GRANTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL FUNDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0COLUMBIA UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1HARROGATE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0500 W 120TH STREET 510
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1400 LOCUST STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1LAKEWOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010027
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd108701
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt027777
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt021884
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt021884
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt06110
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt06288
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt08678
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt03323
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt031946
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt07547
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt06110
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt06288
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt08678
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt03323
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt029431
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt07547
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt031946
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt024399
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0239
OtherDecreasesSchedule/OtherDecreasesDetail/Amt11
OtherDecreasesSchedule/OtherDecreasesDetail/Desc02019 DIVIDENDS POSTED IN 2018
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1ROUNDING
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0330
OtherIncreasesSchedule/OtherIncreasesDetail/Desc02018 DIVIDENDS POSTED IN 2017
TaxesSchedule/TaxesDetail/Amt0196
TaxesSchedule/TaxesDetail/Amt1128
TaxesSchedule/TaxesDetail/Amt2127
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAYMENT - CURRENT YEAR
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAX PAYMENT - PRIOR YEAR
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0127
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GARDEN STATE TRUST COMPANY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0John H & Doris M Mustermann Charitable
ReturnHeader/Filer/BusinessNameControlTxt0JOHN
ReturnHeader/Filer/EIN0226759056
ReturnHeader/Filer/PhoneNum07322555000
ReturnHeader/Filer/USAddress/AddressLine1Txt01886 Hinds Road Suite 2
ReturnHeader/Filer/USAddress/CityNm0Toms River
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd008753
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0221975109
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Koerner & Koerner PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010 Allen Street Suite 3A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Toms River
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd008753
ReturnHeader/PreparerPersonGrp/PhoneNum07322442323
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0James K Koerner
ReturnHeader/ReturnTs02019-05-14T12:50:03-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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