Civic Intelligence

William Mcgrath Scholarship Trust

990PF • Fiscal year 2012 • EIN 22-6966261

Jan 01, 2012 to Dec 31, 2012 • Filed on Apr 21, 2013

Organization Profile
379 Bennett Avenue08554
Siviq Scores

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

Liabilities / Assets

59th percentile

0.05x

Higher debt load relative to assets than 59% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Source year 2012

Asset Growth

71st percentile

7.8%

Faster asset growth than 71% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$781,574

Up $56,670 (+7.8%) from 2011

Net Assets

Up

$741,574

Up $56,670 (+8.3%) from 2011

Liabilities

Flat

$40,000

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$44,499

Up $4,499 (+11%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

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

$1.0M$500K$0Assets 2010: $769,498Liabilities 2010: $25,000Net Assets 2010: $744,4982010Assets 2011: $724,904Liabilities 2011: $40,000Net Assets 2011: $684,9042011Assets 2012: $781,574Liabilities 2012: $40,000Net Assets 2012: $741,5742012Assets 2013: $825,559Liabilities 2013: $40,000Net Assets 2013: $785,5592013Assets 2014: $827,359Liabilities 2014: $40,000Net Assets 2014: $787,3592014Assets 2015: $771,208Liabilities 2015: $40,000Net Assets 2015: $731,2082015Assets 2016: $780,885Liabilities 2016: $40,000Net Assets 2016: $740,8852016Assets 2017: $818,910Liabilities 2017: $40,000Net Assets 2017: $778,9102017Assets 2018: $767,063Liabilities 2018: $40,000Net Assets 2018: $727,0632018Assets 2019: $819,896Liabilities 2019: $40,000Net Assets 2019: $779,8962019Assets 2020: $868,495Liabilities 2020: $40,000Net Assets 2020: $828,4952020Assets 2021: $854,251Liabilities 2021: $40,000Net Assets 2021: $814,2512021Assets 2022: $703,087Liabilities 2022: $40,000Net Assets 2022: $663,0872022Assets 2023: $753,574Liabilities 2023: $40,000Net Assets 2023: $713,5742023Assets 2024: $772,765Liabilities 2024: $40,000Net Assets 2024: $732,7652024

Highlighted filing

2012

Assets$781,574
Liabilities$40,000
Net Assets$741,574
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KExpenses 2010: $25,0002010Expenses 2011: $40,0002011Expenses 2012: $44,4992012Revenue 2013: $53,432Expenses 2013: $44,851Net Income 2013: $8,5812013Revenue 2014: $49,181Expenses 2014: $40,492Net Income 2014: $8,6892014Revenue 2015: $52,784Expenses 2015: $45,028Net Income 2015: $7,7562015Revenue 2016: $24,907Expenses 2016: $45,224Net Income 2016: -$20,3172016Revenue 2017: $33,401Expenses 2017: $40,072Net Income 2017: -$6,6712017Revenue 2018: $50,831Expenses 2018: $35,380Net Income 2018: $15,4512018Revenue 2019: $46,249Expenses 2019: $42,640Net Income 2019: $3,6092019Revenue 2020: $18,600Expenses 2020: $45,166Net Income 2020: -$26,5662020Revenue 2021: $43,258Expenses 2021: $51,111Net Income 2021: -$7,8532021Revenue 2022: $14,089Expenses 2022: $43,414Net Income 2022: -$29,3252022Revenue 2023: $11,716Expenses 2023: $49,704Net Income 2023: -$37,9882023Revenue 2024: $40,070Expenses 2024: $38,110Net Income 2024: $1,9602024

Highlighted filing

2012

Revenue-
Expenses$44,499
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Apr 21, 2013
Return Version
2012v2.2
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Louis BorbiTrusteePT$0--
Carol BorbiTrusteePT$0--
George LengelTrusteePT$0--
Kathleen LengelTrusteePT$0--
Donald PorterTrusteePT$0--
Marge LukensTrusteePT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-Scholarship-FLORENCE, NJ, US$5,000
Paid Grant-Scholarship-ROEBLING, NJ, US$5,000
Paid Grant-Scholarship-BURLINGTON, NJ, US$5,000
Paid Grant-Scholarship-ROEBLING, NJ, US$5,000
Paid Grant-Scholarship-FLORENCE, NJ, US$5,000
Paid Grant-Scholarship-FLORENCE, NJ, US$5,000
Paid Grant-Scholarship-FLORENCE, NJ, US$5,000
Paid Grant-Scholarship-FLORENCE, NJ, US$5,000
Filing and Contact Details

Filer

EIN
22-6966261
Raw XML Appendix369 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/SummaryOfDirectCharitableActy/Description10The foundation will, in accordance with its charitable purpose, make up to $20,000 scholarships, payable in four $5,000 installments, two graduating seniors from the Florence Township High School each year. Existing payments from the classes of 2009 - 2012 have recognized as program expenses for 2012.
IRS990PF/SummaryOfDirectCharitableActy/Description20Scholarships to be awarded to two members of the class of 2013 will be payable within one year.
IRS990PF/SummaryOfDirectCharitableActy/Expenses1035000
IRS990PF/SummaryOfDirectCharitableActy/Expenses205000
IRS990PF/SumOfProgramRelatedInvestments/Amount10675000
IRS990PF/SumOfProgramRelatedInvestments/Description10The Foundation has invested its net assets with Charles Schwab. The investment portfoliio, stated at cost, is expected to provide sustainable income for the continued award of annual scholarships.
IRS990PF/SumOfProgramRelatedInvestments/Total0675000
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0Written recommendations from Florence Township High School Faculty
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0George Lengel
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber06094991432
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine10379 Bennett St
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0Roebling
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0NJ
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode008554
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0Must attend NJ college or University full-time
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0May 1 each year
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount05000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount15000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount25000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount35000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount45000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount55000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount65000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount75000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0Scholarship
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1Scholarship
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2Scholarship
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3Scholarship
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4Scholarship
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5Scholarship
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6Scholarship
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution7Scholarship
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0ERIKA SCHULTES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName1KEVIN JIRAS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName2ADAM CAPRITTI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName3ERIN STOCKHAUS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName4ARNOLD PETRAS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName5STEPHANIE PETRONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName6GEORGIO PERRI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName7KRISTIE SMITH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0Grandaughter of 2 Bd Members
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine101071 GROVE STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1114 SULLIVAN COURT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine121016 CEDAR LANE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine13957 WALLACE AVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine14203 E NINTH ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine15914 BROAD ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine16309 E SIXTH ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine17129 KINSMAN RD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0FLORENCE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1ROEBLING
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2BURLINGTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3ROEBLING
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4FLORENCE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5FLORENCE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City6FLORENCE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City7FLORENCE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0NJ
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1NJ
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2NJ
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3NJ
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4NJ
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5NJ
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State6NJ
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State7NJ
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode008518
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode108554
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode208016
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode308554
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode408518
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode508518
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode608518
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode708518
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear040000
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted00
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0715000
IRS990PF/UndistributedIncome/ExcessFromCurrentYear0715000
IRS990PF/UndistributedIncome/QualifyingDistributions0715000
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus0715000
IRS990PF/UndistributedIncome/TotalCorpus0715000
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
OtherExpensesSchedule/OtherExpenses/Description0Investment Expenses
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks04499
OtherIncreasesSchedule/OtherIncreases/Amount097640
OtherIncreasesSchedule/OtherIncreases/Description0ADJ FOR MKT VALUE OF INVESTMENTS
OtherLiabilitiesSchedule/OtherLiabilities/BOYBookValue040000
OtherLiabilitiesSchedule/OtherLiabilities/Description0Scholarships to be distributed in next 12 months
OtherLiabilitiesSchedule/OtherLiabilities/EOYBookValue040000
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0226966261
ReturnHeader/Filer/Name/BusinessNameLine10WILLIAM MCGRATH SCHOLARSHIP TRUST
ReturnHeader/Filer/NameControl0WILL
ReturnHeader/Filer/Phone06094991432
ReturnHeader/Filer/USAddress/AddressLine10379 BENNETT AVENUE
ReturnHeader/Filer/USAddress/City0ROEBLING
ReturnHeader/Filer/USAddress/State0NJ
ReturnHeader/Filer/USAddress/ZIPCode008554
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-04-21
ReturnHeader/Officer/Name0KATHIE LENGEL
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/Preparer/DatePrepared02013-04-21
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Donald J Cammus EA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10580 East 6th Street
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Florence
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0NJ
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode008518
ReturnHeader/Preparer/Name0Donald J Cammus EA
ReturnHeader/Preparer/Phone06094999126
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-04-21T07:45:29-00:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$781,574
Liabilities
$40,000
Net assets
$741,574
Revenue
-
Expenses
$44,499
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.73$0.40$7.33$0.40$0.38$0.02
2023Detailed filing. Detailed filing data is available for this year.$7.54$0.40$7.14$0.12$0.50$0.38
2022Detailed filing. Detailed filing data is available for this year.$7.03$0.40$6.63$0.14$0.43$0.29
2021Detailed filing. Detailed filing data is available for this year.$8.54$0.40$8.14$0.43$0.51$0.08
2020Detailed filing. Detailed filing data is available for this year.$8.68$0.40$8.28$0.19$0.45$0.27
2019Detailed filing. Detailed filing data is available for this year.$8.20$0.40$7.80$0.46$0.43$0.04
2018Detailed filing. Detailed filing data is available for this year.$7.67$0.40$7.27$0.51$0.35$0.15
2017Detailed filing. Detailed filing data is available for this year.$8.19$0.40$7.79$0.33$0.40$0.07
2016Detailed filing. Detailed filing data is available for this year.$7.81$0.40$7.41$0.25$0.45$0.20
2015Detailed filing. Detailed filing data is available for this year.$7.71$0.40$7.31$0.53$0.45$0.08
2014Detailed filing. Detailed filing data is available for this year.$8.27$0.40$7.87$0.49$0.40$0.09
2013Detailed filing. Detailed filing data is available for this year.$8.26$0.40$7.86$0.53$0.45$0.09
2012Detailed filing. Detailed filing data is available for this year.$7.82$0.40$7.42$0.44
2011Detailed filing. Detailed filing data is available for this year.$7.25$0.40$6.85$0.40
2010Detailed filing. Detailed filing data is available for this year.$7.69$0.25$7.44$0.25