Civic Intelligence

Ernest J Scharpf Jr Charitable Trust

990PF • Fiscal year 2013 • EIN 22-6843630

Jan 01, 2013 to Dec 31, 2013 • Filed on Jun 20, 2014

Organization Profile
491A Old Nassau Road08831

(609) 655-5532

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

30th percentile

0.00x

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Net Margin

1st percentile

-1303%

Higher net margin than 1% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Asset Growth

45th percentile

0.6%

Faster asset growth than 45% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

98th percentile

601%

Faster revenue growth than 98% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$2,957,514

Up $16,233 (+0.6%) from 2012

Net Assets

$2,928,709

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin1st percentile

Revenue

Up

$1,738

Up $1,490 (+601%) from 2012

Expenses

Up

$24,377

Up $16,990 (+230%) from 2012

Net Income

Down

-$22,639

Down $15,500 (-217%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $2,953,365Liabilities 2011: $0Net Assets 2011: $2,953,3652011Assets 2012: $2,941,281Liabilities 2012: $02012Assets 2013: $2,957,514Liabilities 2013: $0Net Assets 2013: $2,928,7092013Assets 2014: $2,949,300Liabilities 2014: $0Net Assets 2014: $2,949,3002014Assets 2015: $2,938,094Liabilities 2015: $0Net Assets 2015: $2,938,0942015Assets 2016: $3,008,830Liabilities 2016: $0Net Assets 2016: $3,008,8302016Assets 2017: $3,074,277Liabilities 2017: $0Net Assets 2017: $3,074,2772017Assets 2018: $3,259,885Liabilities 2018: $0Net Assets 2018: $3,259,8852018Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2013

Assets$2,957,514
Liabilities$0
Net Assets$2,928,709
Open 2013 Filing

Operations Trend

Revenue Growth98th percentile

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

$150K$100K$50K$0-$50KExpenses 2011: $6,0572011Revenue 2012: $248Expenses 2012: $7,387Net Income 2012: -$7,1392012Revenue 2013: $1,738Expenses 2013: $24,377Net Income 2013: -$22,6392013Revenue 2014: $1,716Expenses 2014: $12,759Net Income 2014: -$11,0432014Revenue 2015: $1,704Expenses 2015: $16,410Net Income 2015: -$14,7062015Revenue 2016: $1,728Expenses 2016: $6,330Net Income 2016: -$4,6022016Revenue 2017: $1,823Expenses 2017: $5,375Net Income 2017: -$3,5522017Revenue 2018: $103,616Expenses 2018: $15,497Net Income 2018: $88,1192018Revenue 2020: $2,546Expenses 2020: $38,379Net Income 2020: -$35,8332020

Highlighted filing

2013

Revenue$1,738
Expenses$24,377
Net Income-$22,639
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Jun 20, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Marguerite DiSepioTrustee-$0--
Filing and Contact Details

Filer

EIN
22-6843630
Phone
6096555532

Signing Officer

Name
Marguerite DiSepio
Title
Trustee
Signed
2014-06-20

Preparer

Preparer
Leonard Steinberg
Phone
6094430469
Raw XML Appendix167 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0AMBOY S-CORP BANK CORP STOCK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0904016
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt01738
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd0522100
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0SCHEDULE K 1
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt0-14422
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01738
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt0-14422
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0-12684
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0300
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt01738
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt024000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt024000
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-22639
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt01738
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01738
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01738
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01738
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt077
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt01738
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt024000
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt024377
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01738
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01738
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0377
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-22639
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02918642
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02941281
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02918642
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt011397
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt011397
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt011397
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt011432
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt035
IRS990PF/DistributableAmountGrp/TotalTaxAmt035
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt035
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt035
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt035
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt035
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt035
IRS990PF/FMVAssetsEOYAmt01153522
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0233273
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0220701
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0220701
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt02708008
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0904016
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt02941281
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt02928709
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt028805
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt028805
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt028805
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0262078
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02957514
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01153522
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02941281
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02928709
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02941281
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02928709
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0232128
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0232128
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt03482
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt011432
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0228646
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0232128
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Marguerite DiSepio
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine10491A Old Nassau Road
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0MONROE TOWNSHIP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State0NJ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode008831
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt024000
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt024000
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt024000
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine10491A Old Nassau Road
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0MONROE TOWNSHIP
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0NJ
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode008831
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine10Marguerite DiSepio
IRS990PF/StatementsRegardingActyGrp/PhoneNum06096555532
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NOT APPLICABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt25000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt36500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Education
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Education
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Education
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Education
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine10St Andrews Episcopal
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine11LaSalle Academy
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine12Ernest J Scharpf Fnd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine13Silicon Valley
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0Grant
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1Grant
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2Grant
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3Grant
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine10School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine11215 East 6th Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine123590 US Highway 9
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine13Community Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0SARATOGA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City1NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City2OLD BRIDGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City3LOS ALTOS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State2NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode095070
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode110003
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode208857
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode394023
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt024000
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt011397
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt011397
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt012603
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt012603
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt024000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt012603
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt012603
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/Organization501c3ExemptPFInd0X
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Marguerite DiSepio
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-06-20
ReturnHeader/Filer/BusinessName/BusinessNameLine10Ernest J Scharpf Jr Charitable Trus
ReturnHeader/Filer/BusinessNameControlTxt0SCHA
ReturnHeader/Filer/EIN0226843630
ReturnHeader/Filer/PhoneNum06096555532
ReturnHeader/Filer/USAddress/AddressLine10491A Old Nassau Road
ReturnHeader/Filer/USAddress/City0MONROE TOWNSHIP
ReturnHeader/Filer/USAddress/State0NJ
ReturnHeader/Filer/USAddress/ZIPCode008831
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Steinberg Enterprises LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10119 Tunicflower Lane
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0West Windsor
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode008550
ReturnHeader/PreparerPersonGrp/PhoneNum06094430469
ReturnHeader/PreparerPersonGrp/PreparationDt02014-04-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Leonard Steinberg
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-06-20T17:06:22-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,957,514
Liabilities
$0
Net assets
$2,928,709
Revenue
$1,738
Expenses
$24,377
Net income
-$22,639
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.04$0.04
2018Detailed filing. Detailed filing data is available for this year.$3.26$0.00$3.26$0.10$0.02$0.09
2017Detailed filing. Detailed filing data is available for this year.$3.07$0.00$3.07$0.00$0.01$0.00
2016Detailed filing. Detailed filing data is available for this year.$3.01$0.00$3.01$0.00$0.01$0.00
2015Detailed filing. Detailed filing data is available for this year.$2.94$0.00$2.94$0.00$0.02$0.01
2014Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$0.00$0.01$0.01
2013Detailed filing. Detailed filing data is available for this year.$2.96$0.00$2.93$0.00$0.02$0.02
2012Summary only. Only limited summary data is available for this year.$2.94$0.00$0.00$0.01$0.01
2011Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$0.01
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • $1M-$5M nonprofits