Civic Intelligence

Arden Wolff Trust UW

990PF • Fiscal year 2020 • EIN 22-6851221

Jan 01, 2020 to Dec 31, 2020 • Filed on Feb 16, 2023

Organization Profile
1125 Atlantic Avenue No FL 3Atlantic City, NJ 08401

(609) 344-3161

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

84th percentile

40%

Higher net margin than 84% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

48th percentile

$7,395

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 3.8% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

49th percentile

2.9%

Faster asset growth than 49% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

90th percentile

85%

Faster revenue growth than 90% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$2,787,595

Up $78,366 (+2.9%) from 2019

Net Assets

$2,787,595

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin84th percentile

Revenue

Up

$194,700

Up $89,678 (+85%) from 2019

Expenses

Down

$116,334

Down $2,894 (-2.4%) from 2019

Net Income

Up

$78,366

Up $92,572 (+652%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$3.0M$2.0M$1.0M$0Assets 2009: $2,635,889Liabilities 2009: $29,5272009Assets 2010: $2,503,171Liabilities 2010: $02010Assets 2011: $2,473,858Liabilities 2011: $02011Assets 2012: $2,571,544Liabilities 2012: $02012Assets 2013: $2,646,622Liabilities 2013: $02013Assets 2014: $2,689,547Liabilities 2014: $02014Assets 2015: $2,712,524Liabilities 2015: $02015Assets 2016: $2,743,202Liabilities 2016: $02016Assets 2017: $2,790,913Liabilities 2017: $02017Assets 2018: $2,723,435Liabilities 2018: $02018Assets 2019: $2,709,229Liabilities 2019: $02019Assets 2020: $2,787,595Liabilities 2020: $0Net Assets 2020: $2,787,5952020Assets 2021: $2,916,343Liabilities 2021: $0Net Assets 2021: $2,916,3432021Assets 2022: $1,657,400Liabilities 2022: $0Net Assets 2022: $1,657,4002022Assets 2023: $1,529,458Liabilities 2023: $12023Assets 2024: $1,515,497Liabilities 2024: $0Net Assets 2024: $1,515,4972024

Highlighted filing

2020

Assets$2,787,595
Liabilities$0
Net Assets$2,787,595
Open 2020 Filing

Operations Trend

Revenue Growth90th percentile

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

$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2009: $128,624Expenses 2009: $215,018Net Income 2009: -$86,3942009Revenue 2010: $75,292Expenses 2010: $151,770Net Income 2010: -$76,4782010Revenue 2011: $147,287Expenses 2011: $174,081Net Income 2011: -$26,7942011Revenue 2012: $234,598Expenses 2012: $136,912Net Income 2012: $97,6862012Revenue 2013: $217,703Expenses 2013: $142,625Net Income 2013: $75,0782013Revenue 2014: $137,176Expenses 2014: $94,251Net Income 2014: $42,9252014Revenue 2015: $125,985Expenses 2015: $103,008Net Income 2015: $22,9772015Revenue 2016: $133,764Expenses 2016: $103,086Net Income 2016: $30,6782016Revenue 2017: $157,110Expenses 2017: $109,399Net Income 2017: $47,7112017Revenue 2018: $46,191Expenses 2018: $113,669Net Income 2018: -$67,4782018Revenue 2019: $105,022Expenses 2019: $119,228Net Income 2019: -$14,2062019Revenue 2020: $194,700Expenses 2020: $116,334Net Income 2020: $78,3662020Revenue 2021: $230,222Expenses 2021: $101,474Net Income 2021: $128,7482021Revenue 2022: $205,582Expenses 2022: $1,464,525Net Income 2022: -$1,258,9432022Revenue 2023: $148,608Expenses 2023: $276,550Net Income 2023: -$127,9422023Revenue 2024: $181,668Expenses 2024: $195,629Net Income 2024: -$13,9612024

Highlighted filing

2020

Revenue$194,700
Expenses$116,334
Net Income$78,366
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Feb 16, 2023
Return Version
2020v4.2
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ronald A Wagenheim EsquireTrustee-$7,395-$7,395
Raymond Del FiandraTrustee-$7,395-$7,395
Filing and Contact Details

Filer

Filer Name
Arden Wolff Trust UW
EIN
22-6851221
Phone
6093443161
Address
1125 Atlantic Avenue No FL 3, Atlantic City, NJ 08401

Signing Officer

Name
Michael Salad
Title
Trustee
Phone
6093443161
Signed
2023-02-16
Discuss with paid preparer
Yes

Preparer

Firm
Capaldi Reynolds & Pelosi PA
Address
332 Tilton Road, Northfield, NJ 08225
Preparer
Clayton K Himstedt
Phone
6096414000
Raw XML Appendix328 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.

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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Ronald A Wagenheim Esquire
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Raymond Del Fiandra
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Ruth Newman Shapiro Cancer & Heart Memorial Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3Shore Memorial Hospital
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0Exempt
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1Exempt
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2Exempt
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3Exempt
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02601 Shore Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1607 N Jerome Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2625 Park Place
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31 E New York Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Northfield
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Margate
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Absecon
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Somers Point
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd008225
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd108402
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd208201
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd308244
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt039032
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/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt039032
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0157650
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt0700007
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt039032
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt0700007
IRS990PF/UndistributedIncomeGrp/Taxable2Amt0113375
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt0700007
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0157650
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0152407
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Legal Fees
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt030552
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt030552
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0174
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Other Assets
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0174
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0174
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Investment Advisory Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Other Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt031760
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1200
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt031760
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1200
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Michael Salad
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum06093443161
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-02-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Arden Wolff Trust UW
ReturnHeader/Filer/BusinessNameControlTxt0ARDE
ReturnHeader/Filer/EIN0226851221
ReturnHeader/Filer/PhoneNum06093443161
ReturnHeader/Filer/USAddress/AddressLine1Txt01125 Atlantic Avenue No FL 3
ReturnHeader/Filer/USAddress/CityNm0Atlantic City
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd008401
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0222097516
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Capaldi Reynolds & Pelosi PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0332 Tilton Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Northfield
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd008225
ReturnHeader/PreparerPersonGrp/PhoneNum06096414000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Clayton K Himstedt
ReturnHeader/ReturnTs02023-02-20T15:01:39-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Michael
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Salad
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,787,595
Liabilities
$0
Net assets
$2,787,595
Revenue
$194,700
Expenses
$116,334
Net income
$78,366
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.18$0.20$0.01
2023Summary only. Only limited summary data is available for this year.$1.53$0.00$0.15$0.28$0.13
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.66$0.00$1.66$0.21$1.46$1.26
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.92$0.00$2.92$0.23$0.10$0.13
2020Detailed filing. Detailed filing data is available for this year.$2.79$0.00$2.79$0.19$0.12$0.08
2019Summary only. Only limited summary data is available for this year.$2.71$0.00$0.11$0.12$0.01
2018Summary only. Only limited summary data is available for this year.$2.72$0.00$0.05$0.11$0.07
2017Summary only. Only limited summary data is available for this year.$2.79$0.00$0.16$0.11$0.05
2016Summary only. Only limited summary data is available for this year.$2.74$0.00$0.13$0.10$0.03
2015Summary only. Only limited summary data is available for this year.$2.71$0.00$0.13$0.10$0.02
2014Summary only. Only limited summary data is available for this year.$2.69$0.00$0.14$0.09$0.04
2013Summary only. Only limited summary data is available for this year.$2.65$0.00$0.22$0.14$0.08
2012Summary only. Only limited summary data is available for this year.$2.57$0.00$0.23$0.14$0.10
2011Summary only. Only limited summary data is available for this year.$2.47$0.00$0.15$0.17$0.03
2010Summary only. Only limited summary data is available for this year.$2.50$0.00$0.08$0.15$0.08
2009Summary only. Only limited summary data is available for this year.$2.64$0.03$0.13$0.22$0.09