Civic Intelligence

Blair-Mackenzie Charitable Tr Oceanfirst Bank

EIN 22-6837414 • Red Bank, NJ

110 W Front StRed Bank, NJ 07701
Siviq Scores

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

Liabilities / Assets

41st percentile

0.00x

Higher debt load relative to assets than 41% of similar nonprofits.

$500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

41st percentile

0.00x

Higher debt load relative to revenue than 41% of similar nonprofits.

$500k-$1M nonprofits • Source year 2020

Net Margin

96th percentile

85%

Higher net margin than 96% of similar nonprofits.

$500k-$1M nonprofits • Source year 2020

Top Officer Pay

75th percentile

$6,207

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 54.5% of source-year revenue.

$500k-$1M nonprofits • Source year 2018

Asset Growth

89th percentile

40%

Faster asset growth than 89% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

99th percentile

1070%

Faster revenue growth than 99% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets41st percentile

Assets

Down

$0

Down $526,959 (-100%) from 2020

Liabilities

Flat

$0

Flat from 2020

Net Assets

Down

$0

Down $526,959 (-100%) from 2020

Operations
Liabilities / Revenue41st percentileNet Margin96th percentile

Revenue

Down

$113

Down $177,829 (-100%) from 2020

Expenses

Up

$527,072

Up $500,418 (+1877%) from 2020

Net Income

Down

-$526,959

Down $678,247 (-448%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth89th percentile

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

$600K$400K$200K$0Assets 2011: $463,962Liabilities 2011: $02011Assets 2012: $442,643Liabilities 2012: $02012Assets 2013: $443,013Liabilities 2013: $02013Assets 2014: $401,696Liabilities 2014: $02014Assets 2015: $395,580Liabilities 2015: $02015Assets 2018: $378,618Liabilities 2018: $0Net Assets 2018: $378,6182018Assets 2019: $375,671Liabilities 2019: $0Net Assets 2019: $375,6712019Assets 2020: $526,959Liabilities 2020: $0Net Assets 2020: $526,9592020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021

Highlighted filing

2021

Assets$0
Liabilities$0
Net Assets$0
Open 2021 Filing

Operations Trend

Revenue Growth99th percentile

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

$1.0M$500K$0-$500K-$1.0MRevenue 2011: $14,890Expenses 2011: $34,401Net Income 2011: -$19,5112011Revenue 2012: $41,580Expenses 2012: $33,445Net Income 2012: $8,1352012Revenue 2013: $17,772Expenses 2013: $49,929Net Income 2013: -$32,1572013Revenue 2014: $22,117Expenses 2014: $63,609Net Income 2014: -$41,4922014Revenue 2015: $10,055Expenses 2015: $16,173Net Income 2015: -$6,1182015Revenue 2018: $11,385Expenses 2018: $20,063Net Income 2018: -$8,6782018Revenue 2019: $15,204Expenses 2019: $14,383Net Income 2019: $8212019Revenue 2020: $177,942Expenses 2020: $26,654Net Income 2020: $151,2882020Revenue 2021: $113Expenses 2021: $527,072Net Income 2021: -$526,9592021

Highlighted filing

2021

Revenue$113
Expenses$527,072
Net Income-$526,959
Open 2021 Filing

Filings

Most recent year

2021 • Form 990PFXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$113
Expenses
$527,072
Net income
-$526,959
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.00$5.27$5.27
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.27$0.00$5.27$1.78$0.27$1.51
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.76$0.00$3.76$0.15$0.14$0.01
2018Detailed filing. Detailed filing data is available for this year.$3.79$0.00$3.79$0.11$0.20$0.09
2015Summary only. Only limited summary data is available for this year.$3.96$0.00$0.10$0.16$0.06
2014Summary only. Only limited summary data is available for this year.$4.02$0.00$0.22$0.64$0.41
2013Summary only. Only limited summary data is available for this year.$4.43$0.00$0.18$0.50$0.32
2012Summary only. Only limited summary data is available for this year.$4.43$0.00$0.42$0.33$0.08
2011Summary only. Only limited summary data is available for this year.$4.64$0.00$0.15$0.34$0.20
Latest Detailed Filing

The latest 2021 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2018 below.

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
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
OCEANFIRST BANKTrusteePT$6,207-$6,207
Filing and Contact Details

Filer

Filer Name
Blair-mackenzie Charitable Tr
EIN
22-6837414
Phone
8886232633
Address
110 W FRONT ST, RED BANK, NJ 07701

Signing Officer

Name
RACHEL O'KEEFE
Title
Sr. Vice-president
Phone
8886232633
Signed
2019-05-13
Discuss with paid preparer
Yes

Preparer

Firm
SAL LaGRECA LLC
Address
53 CARDINAL DRIVE PO BOX 2337, WESTFIELD, NJ 07091-2337
Preparer
Janet Poland
Phone
9088890600
Raw XML Appendix373 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
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4ISHARES TR S&P 500 VAL
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0110 W FRONT ST
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0RED BANK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NJ
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd007701
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NECTFilingInLieuOFForm1041Ind0X
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0PA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0OCEANFIRST BANK
IRS990PF/StatementsRegardingActyGrp/PhoneNum08886232633
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxExemptInterestAmt00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt03511
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt13511
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt23511
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0UNIVERSITY OF PENNSYLVANIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1LACKAWANNA COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2PRESBYTERIAN CHURCH OF DUNMORE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02929 WALNUT ST STE 300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1501 VINE ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2137 CHESTNUT ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PHILADELPHIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SCRANTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2DUNMORE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0191045099
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1185093206
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd218512
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt010533
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt013637
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt023223
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt09586
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt011914
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt064131
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt038475
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt020814
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt09586
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt011228
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0114520
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt011914
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt064131
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt038475
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt013637
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0125748
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0135334
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt03281
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0LOSS ON SALE OF SECURITIES
OtherIncreasesSchedule/OtherIncreasesDetail/Amt03764
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ADJUSTMENT FOR FOLLOWING YEAR ACTIVITY
TaxesSchedule/TaxesDetail/Amt0162
TaxesSchedule/TaxesDetail/Amt1161
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1INVESTMENT INCOME TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0162
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RACHEL O'KEEFE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SR. VICE-PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08886232633
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BLAIR-MACKENZIE CHARITABLE TR
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0OCEANFIRST BANK
ReturnHeader/Filer/BusinessNameControlTxt0BLAI
ReturnHeader/Filer/EIN0226837414
ReturnHeader/Filer/PhoneNum08886232633
ReturnHeader/Filer/USAddress/AddressLine1Txt0110 W FRONT ST
ReturnHeader/Filer/USAddress/CityNm0RED BANK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd007701
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId003E946F01D6862D9878E60CC8DF2EEDB3D677168
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0AABC3968D19048891FDC7547B9D9F78A393E28BA
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt073.215.7.85
ReturnHeader/FilingSecurityInformation/IPDt02019-05-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm011:52:54
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0273999959
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SAL LaGRECA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt053 CARDINAL DRIVE PO BOX 2337
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WESTFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0070912337
ReturnHeader/PreparerPersonGrp/PhoneNum09088890600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Janet Poland
ReturnHeader/ReturnTs02019-05-13T11:07:14-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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