Civic Intelligence

Obriens Irish Angel Endowment Fund Tr

990EZ • Fiscal year 2018 • EIN 22-6819669

Jan 01, 2018 to Dec 31, 2018 • Filed on Jul 16, 2019

Organization ProfileN/A
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

Score unavailable

No value available

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

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

100th percentile

1429%

Higher net margin than 100% of similar nonprofits.

2018 filings • NTEE B82 • <$500k nonprofits • Source year 2018

Top Officer Pay

93rd percentile

$0

Higher top officer pay than 93% of similar nonprofits.

2018 filings • NTEE B82 • <$500k nonprofits • Source year 2018

Asset Growth

26th percentile

-9.3%

Faster asset growth than 26% of similar nonprofits.

2018 filings • NTEE B82 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

Score unavailable

No value available

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

Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$60,965

Down $6,267 (-9.3%) from 2017

Net Assets

$60,965

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$435

Down $17,530 (-103%) from 2017

Expenses

Flat

$5,780

Flat from 2017

Net Income

Down

-$6,215

Down $17,530 (-155%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

$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

2018

Assets$60,965
Liabilities-
Net Assets$60,965
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2018

Revenue-$435
Expenses$5,780
Net Income-$6,215
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jul 16, 2019
Return Version
2018v3.1
Gross Receipts
$17,251
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

Program Services

DescriptionGrantsExpenses
$2,500 SCHOLARSHIP AWARDED TO EAST STROUDSBURG UNIVERSITY FBO DARYN BLACKWELL$2,500-
$2,500 SCHOLARSHIP AWARDED TO THE UNIVERSITY OF CENTRAL FLORIDA FBO KAITLYN CLANCY$2,500-
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GARDEN STATE TRUST COMPANYTrustee-$0--
THOMAS F O'BRIENTrustee-$0--
JAMES M O'BRIENTrustee-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$16,195$16,195$2,018$14,177
Total Events$16,195$16,195$17,686$-1,491
Filing and Contact Details

Filer

Filer Name
OBriens Irish Angel Endowment Fund
EIN
22-6819669
Phone
7322555000
Address
1886 Hinds Road Suite 2, Toms River, NJ 08753

Signing Officer

Name
Barbara Kannheiser
Title
Trust Officer
Signed
2019-07-16
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
Supplemental Narrative

Additional Explanations

Other Expenses.1

“Miscellaneous $30”

Raw XML Appendix168 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/PersonNm0GARDEN STATE TRUST COMPANY
IRS990EZ/BooksInCareOfDetail/PhoneNum07322555000
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01886 HINDS ROAD SUITE 2
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0TOMS RIVER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NJ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd008753
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt067232
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt060965
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-6215
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0750
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt067232
IRS990EZ/Form990TotalAssetsGrp/EOYAmt060965
IRS990EZ/FundraisingGrossIncomeAmt016195
IRS990EZ/GrantsAndSimilarAmountsPaidAmt05000
IRS990EZ/GrossReceiptsAmt017251
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartIVInd0X
IRS990EZ/InfoInScheduleOPartVIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt01056
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt067232
IRS990EZ/NetAssetsOrFundBalancesEOYAmt060965
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt067232
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt060965
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0GARDEN STATE TRUST COMPANY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1THOMAS F O'BRIEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JAMES M O'BRIEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Trustee
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-52
IRS990EZ/OtherExpensesTotalAmt030
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
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/DescriptionProgramSrvcAccomTxt0$2,500 SCHOLARSHIP AWARDED TO EAST STROUDSBURG UNIVERSITY FBO DARYN BLACKWELL
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1$2,500 SCHOLARSHIP AWARDED TO THE UNIVERSITY OF CENTRAL FLORIDA FBO KAITLYN CLANCY
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt02500
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt12500
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt017686
IRS990EZ/SpecialEventsNetIncomeLossAmt0-1491
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NJ
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt05780
IRS990EZ/TotalProgramServiceExpensesAmt05000
IRS990EZ/TotalRevenueAmt0-435
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0FOUNDATION
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01056
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0419
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0171
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt045
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt015
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01706
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt016195
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt018755
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt017675
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt025275
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt077900
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01056
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0419
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0171
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt045
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt015
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01706
IRS990ScheduleA/InvestmentIncomeCYPct00.02140
IRS990ScheduleA/InvestmentIncomePYPct00.00390
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.97860
IRS990ScheduleA/PublicSupportPY509Pct00.99600
IRS990ScheduleA/PublicSupportTotal509Amt077900
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt016195
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt018755
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt017675
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt025275
IRS990ScheduleA/Total509Grp/TotalAmt077900
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt017251
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt019174
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt017846
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt045
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt025290
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt079606
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt017686
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt016195
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt016195
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt016195
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt016195
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-1491
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt02018
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02018
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt015668
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt015668
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Miscellaneous $30
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BARBARA KANNHEISER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-07-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OBriens Irish Angel Endowment Fund
ReturnHeader/Filer/BusinessNameControlTxt0OBRI
ReturnHeader/Filer/EIN0226819669
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/ReturnTs02019-07-16T08:17:16-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$60,965
Liabilities
-
Net assets
$60,965
Revenue
-$435
Expenses
$5,780
Net income
-$6,215
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
2018Detailed filing. Detailed filing data is available for this year.$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