Civic Intelligence

Obrien'S Irish Angel Endowment

EIN 22-6819669 • 501(c)3 • Wall, NJ

Profile

The trust provides annual scholarship awards to one or more scholar students of toms river high school north to go to college or a vocational/tech school.

2101 Highway 34 South Suite AWall, NJ 07719

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

83rd percentile

0.00x

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

NTEE B82 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

82nd percentile

0.00x

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

NTEE B82 • <$500k nonprofits • Source year 2024

Net Margin

87th percentile

75%

Higher net margin than 87% of similar nonprofits.

NTEE B82 • <$500k nonprofits • Source year 2024

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.

NTEE B82 • <$500k nonprofits • Source year 2024

Asset Growth

56th percentile

3.9%

Faster asset growth than 56% of similar nonprofits.

NTEE B82 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

57th percentile

9.5%

Faster revenue growth than 57% of similar nonprofits.

NTEE B82 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Up

$63,752

Up $2,407 (+3.9%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

$63,752

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue82nd percentileNet Margin87th percentile

Revenue

Up

$3,152

Up $273 (+9.5%) from 2023

Expenses

Flat

$780

Flat from 2023

Net Income

Up

$2,372

Up $273 (+13%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth56th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80K$60K$40K$20K$0Assets 2011: $51,956Liabilities 2011: $02011Assets 2012: $58,699Liabilities 2012: $02012Assets 2013: $61,416Liabilities 2013: $02013Assets 2014: $76,735Liabilities 2014: $02014Assets 2015: $55,182Liabilities 2015: $02015Assets 2016: $55,962Liabilities 2016: $02016Assets 2017: $67,232Liabilities 2017: $02017Assets 2018: $60,965Net Assets 2018: $60,9652018Assets 2019: $62,633Net Assets 2019: $62,6332019Assets 2020: $61,960Net Assets 2020: $61,9602020Assets 2021: $59,456Net Assets 2021: $59,4562021Assets 2022: $59,328Net Assets 2022: $59,3282022Assets 2023: $61,345Liabilities 2023: $02023Assets 2024: $63,752Liabilities 2024: $0Net Assets 2024: $63,7522024

Highlighted filing

2024

Assets$63,752
Liabilities$0
Net Assets$63,752
Open 2024 Filing

Operations Trend

Revenue Growth57th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40K$20K$0-$20K-$40KRevenue 2011: $2,300Expenses 2011: $6,360Net Income 2011: -$4,0602011Revenue 2012: $8,777Expenses 2012: $3,280Net Income 2012: $5,4972012Revenue 2013: $8,490Expenses 2013: $5,780Net Income 2013: $2,7102013Revenue 2014: $21,104Expenses 2014: $5,780Net Income 2014: $15,3242014Revenue 2015: -$15,738Expenses 2015: $5,810Net Income 2015: -$21,5482015Revenue 2016: $6,590Expenses 2016: $5,805Net Income 2016: $7852016Revenue 2017: $17,095Expenses 2017: $5,780Net Income 2017: $11,3152017Revenue 2018: -$435Expenses 2018: $5,780Net Income 2018: -$6,2152018Revenue 2019: $7,415Expenses 2019: $5,780Net Income 2019: $1,6352019Revenue 2020: $1,727Expenses 2020: $2,477Net Income 2020: -$7502020Revenue 2021: $107Expenses 2021: $2,611Net Income 2021: -$2,5042021Revenue 2022: $842Expenses 2022: $780Net Income 2022: $622022Revenue 2023: $2,879Expenses 2023: $780Net Income 2023: $2,0992023Revenue 2024: $3,152Expenses 2024: $780Net Income 2024: $2,3722024

Highlighted filing

2024

Revenue$3,152
Expenses$780
Net Income$2,372
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$63,752
Liabilities
$0
Net assets
$63,752
Revenue
$3,152
Expenses
$780
Net income
$2,372
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$63.8$0.00$63.8$3.15$0.78$2.37
2023Summary only. Only limited summary data is available for this year.$61.3$0.00$2.88$0.78$2.10
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$59.3$59.3$0.84$0.78$0.06
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$59.5$59.5$0.11$2.61$2.50
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$62.0$62.0$1.73$2.48$0.75
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$62.6$62.6$7.42$5.78$1.64
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$61.0$61.0$0.44$5.78$6.22
2017Summary only. Only limited summary data is available for this year.$67.2$0.00$17.1$5.78$11.3
2016Summary only. Only limited summary data is available for this year.$56.0$0.00$6.59$5.81$0.79
2015Summary only. Only limited summary data is available for this year.$55.2$0.00$15.7$5.81$21.5
2014Summary only. Only limited summary data is available for this year.$76.7$0.00$21.1$5.78$15.3
2013Summary only. Only limited summary data is available for this year.$61.4$0.00$8.49$5.78$2.71
2012Summary only. Only limited summary data is available for this year.$58.7$0.00$8.78$3.28$5.50
2011Summary only. Only limited summary data is available for this year.$52.0$0.00$2.30$6.36$4.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 13, 2025
Return Version
2024v5.1
Gross Receipts
$3,152
Mission and Program Overview

Mission

The trust provides annual scholarship awards to one or more scholar students of toms river high school north to go to college or a vocational/tech school

The trust provides annual scholarship awards to one or more scholar students of toms river high school north to go to college or a vocational/tech school.

Program Services

DescriptionGrantsExpenses
NONE DUE TO COVID PANDEMIC. ACTIVITY SUSPENDED.--
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$0--
THOMASFO'BRIENTrustee-$0--
JAMES M O'BRIENTrustee-$0--
THOMAS F O'BRIENTrustee-$0--
Filing and Contact Details

Filer

Filer Name
OBRIEN'S IRISH ANGEL ENDOWMENT
EIN
22-6819669
Phone
7322552500
Address
2101 HIGHWAY 34 SOUTH SUITE A, WALL, NJ 07719

Signing Officer

Name
Kerri Bockin
Title
Tax Officer
Phone
7322552500
Signed
2025-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Kpmg Llp
Address
ONE FINANCIAL PLAZA SUITE 2300, PROVIDENCE, RI 02903
Preparer
Lyle J Mohler
Phone
6892065200
Supplemental Narrative

Additional Explanations

Form 990-ez, Part IV - Compensation Explanation

“Garden state trust company is the trustee of the trust. They are located at 2101 highway 34 south, suite a, wall, nj 07719. In 2024, they receieved no compensation from the trust for their trustee responsibilities.”

Form 990-EZ, Part I, Line 16

“NJ RENEWAL FEE 30”

Form 990-EZ, Part I, Line 20

“Mutual fund timing difference 35”

Raw XML Appendix164 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0GARDEN STATE TRUST COMPANY
IRS990EZ/BooksInCareOfDetail/PhoneNum07322555000
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02101 HIGHWAY 34 SOUTH SUITE A
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WALL
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NJ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd007719
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt061345
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt063752
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02372
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0750
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt061345
IRS990EZ/Form990TotalAssetsGrp/EOYAmt063752
IRS990EZ/GrossReceiptsAmt03152
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt03152
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt061345
IRS990EZ/NetAssetsOrFundBalancesEOYAmt063752
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt061345
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt063752
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt0GARDEN STATE TRUST COMPANY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0THOMASFO'BRIEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JAMES M O'BRIEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2THOMAS F O'BRIEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt035
IRS990EZ/OtherExpensesTotalAmt030
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE TRUST PROVIDES ANNUAL SCHOLARSHIP AWARDS TO ONE OR MORE SCHOLAR STUDENTS OF TOMS RIVER HIGH SCHOOL NORTH TO GO TO COLLEGE OR A VOCATIONAL/TECH SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0NONE DUE TO COVID PANDEMIC. ACTIVITY SUSPENDED.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NJ
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0780
IRS990EZ/TotalRevenueAmt03152
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt00
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt00
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt00
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt00
IRS990ScheduleA/FactsAndCircumstancesTestTxt0REFUND OF SCHOLARSHIP
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0100
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0250
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0350
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt03152
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt02879
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0842
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt07
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0227
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt07107
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt03152
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt02879
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0842
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt07
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0227
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt07107
IRS990ScheduleA/InvestmentIncomeCYPct00.81620
IRS990ScheduleA/InvestmentIncomePYPct00.21200
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt01250
IRS990ScheduleA/OtherIncome509Grp/TotalAmt01250
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.04020
IRS990ScheduleA/PublicSupportPY509Pct00.73500
IRS990ScheduleA/PublicSupportTotal509Amt0350
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0100
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0250
IRS990ScheduleA/Total509Grp/TotalAmt0350
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt03152
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt02879
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0842
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0107
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01727
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt08707
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0GARDEN STATE TRUST COMPANY IS THE TRUSTEE OF THE TRUST. THEY ARE LOCATED AT 2101 HIGHWAY 34 SOUTH, SUITE A, WALL, NJ 07719. IN 2024, THEY RECEIEVED NO COMPENSATION FROM THE TRUST FOR THEIR TRUSTEE RESPONSIBILITIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NJ RENEWAL FEE 30
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MUTUAL FUND TIMING DIFFERENCE 35
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART IV - COMPENSATION EXPLANATION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 20
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KERRI BOCKIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TAX OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum07322552500
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OBRIEN'S IRISH ANGEL ENDOWMENT
ReturnHeader/Filer/BusinessNameControlTxt0OBRI
ReturnHeader/Filer/EIN0226819669
ReturnHeader/Filer/PhoneNum07322552500
ReturnHeader/Filer/USAddress/AddressLine1Txt02101 HIGHWAY 34 SOUTH SUITE A
ReturnHeader/Filer/USAddress/CityNm0WALL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd007719
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0135565207
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KPMG LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE FINANCIAL PLAZA SUITE 2300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PROVIDENCE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0RI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002903
ReturnHeader/PreparerPersonGrp/PhoneNum06892065200
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LYLE J MOHLER
ReturnHeader/ReturnTs02025-05-14T13:01:26-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits