Civic Intelligence

The Roemer Foundation

990PF • Fiscal year 2023 • EIN 23-2870277

Jul 01, 2022 to Jun 30, 2023 • Filed on May 16, 2024

CO C Nachmias605 Main St 212Riverton, NJ 08077

(856) 733-6600

Siviq Scores

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

Liabilities / Assets

51st percentile

0.00x

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

2023 filings • NTEE T • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

44th percentile

0.00x

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

2023 filings • NTEE T • $25M-$50M nonprofits • Source year 2023

Net Margin

38th percentile

-18%

Higher net margin than 38% of similar nonprofits.

2023 filings • NTEE T • $25M-$50M nonprofits • Source year 2023

Top Officer Pay

59th percentile

$0

Higher top officer pay than 59% of similar nonprofits.

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

2023 filings • NTEE T • $25M-$50M nonprofits • Source year 2023

Asset Growth

36th percentile

-0.8%

Faster asset growth than 36% of similar nonprofits.

2023 filings • NTEE T • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

9th percentile

-75%

Faster revenue growth than 9% of similar nonprofits.

2023 filings • NTEE T • $25M-$50M nonprofits • Annualized from 2022 to 2023

Assets

Down

$41,788,074

Down $344,191 (-0.8%) from 2022

Net Assets

Down

$41,788,074

Down $344,191 (-0.8%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Down

$1,872,671

Down $5,582,748 (-75%) from 2022

Expenses

Up

$2,216,862

Up $40,038 (+1.8%) from 2022

Net Income

Down

-$344,191

Down $5,622,786 (-107%) from 2022

Historical Trend

Balance Sheet Trend

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

$60M$40M$20M$0Assets 2012: $11,655,611Liabilities 2012: $02012Assets 2013: $12,790,140Liabilities 2013: $02013Assets 2014: $22,994,066Liabilities 2014: $02014Assets 2015: $24,042,099Liabilities 2015: $53,9902015Assets 2016: $23,953,578Liabilities 2016: $6292016Assets 2018: $29,521,116Liabilities 2018: $02018Assets 2020: $33,327,412Liabilities 2020: $02020Assets 2021: $36,853,670Liabilities 2021: $0Net Assets 2021: $36,853,6702021Assets 2022: $42,132,265Liabilities 2022: $0Net Assets 2022: $42,132,2652022Assets 2023: $41,788,074Liabilities 2023: $0Net Assets 2023: $41,788,0742023Assets 2024: $41,574,281Liabilities 2024: $0Net Assets 2024: $41,574,2812024

Highlighted filing

2023

Assets$41,788,074
Liabilities$0
Net Assets$41,788,074

Operations Trend

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

$15M$10M$5.0M$0-$5.0MRevenue 2012: $1,815,135Expenses 2012: $729,681Net Income 2012: $1,085,4542012Revenue 2013: $1,690,780Expenses 2013: $556,251Net Income 2013: $1,134,5292013Revenue 2014: $11,693,728Expenses 2014: $1,489,802Net Income 2014: $10,203,9262014Revenue 2015: $2,494,060Expenses 2015: $1,500,017Net Income 2015: $994,0432015Revenue 2016: $1,899,339Expenses 2016: $1,934,499Net Income 2016: -$35,1602016Revenue 2018: $2,767,696Expenses 2018: $2,062,306Net Income 2018: $705,3902018Revenue 2020: $2,304,031Expenses 2020: $2,281,833Net Income 2020: $22,1982020Revenue 2021: $5,494,409Expenses 2021: $1,968,151Net Income 2021: $3,526,2582021Revenue 2022: $7,455,419Expenses 2022: $2,176,824Net Income 2022: $5,278,5952022Revenue 2023: $1,872,671Expenses 2023: $2,216,862Net Income 2023: -$344,1912023Revenue 2024: $2,108,252Expenses 2024: $2,322,045Net Income 2024: -$213,7932024

Highlighted filing

2023

Revenue$1,872,671
Expenses$2,216,862
Net Income-$344,191
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 16, 2024
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY ALICE MALONETrustee-$0--
CAROLYN NACHMIASTrustee-$0--
MARY ALICE MALONE JRTrustee-$0--
CATHERINE D MALONETrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Roemer Foundation
EIN
23-2870277
Phone
8567336600
Address
CO C NACHMIAS605 MAIN ST 212, RIVERTON, NJ 08077

Signing Officer

Name
Carolyn S Nachmias
Title
Trustee
Phone
8567336600
Signed
2024-05-16
Discuss with paid preparer
Yes

Preparer

Firm
Farley Drain & Co a Prof Corp
Address
6975 UPPER YORK ROAD, NEW HOPE, PA 18938
Preparer
Thomas J Farley Jr
Phone
8569813232
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43ISHARES RUSSELL 1000 VALUE E
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44L3HARRIS TECHNOLOGIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45LAM RESEARCH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46LINDE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47LPL FINANCIAL HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48LVMH MOET HENNESSY-UNSP ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49MARKETAXESS HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50MARRIOTT INTERNATIONAL -CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51MASTERCARD INC - A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52MCKESSON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53META PLATFORMS INC-CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54METTLER-TOLEDO INTERNATIONAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56NETFLIX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58NIKE INC -CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59NOVO-NORDISK A/S-SPONS ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60NVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61NXP SEMICONDUCTORS NV
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63OSHKOSH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64PALO ALTO NETWORKS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65PERNOD RICARD SA - SPON ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66PLUG POWER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67PPG INDUSTRIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68PROGRESSIVE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69S&P GLOBAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70SALESFORCE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71SCHLUMBERGER LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72SNOWFLAKE INC-CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73STRYKER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74T ROWE PR OVERSEAS STOCK-I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75TAIWAN SEMICONDUCTOR-SP ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76TESLA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77THERMO FISHER SCIENTIFIC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78TRANE TECHNOLOGIES PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79TRIP.COM GROUP LTD-ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80UBER TECHNOLOGIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82VANGUARD MID-CAP ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83VEEVA SYSTEMS INC-CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84VERISK ANALYTICS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85VISA INC-CLASS A SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86WASTE CONNECTIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87ZOETIS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt01000000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1955105
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2917271
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3373618
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1IIF LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2STARWOOD REAL ESTATE INCOME TRUST CLASS S
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3CPI (CARLYLE PROPERTY) PRIVATE INVESTORS, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0974492
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11002669
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt21130749
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3373618
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0850487
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0193715
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt03572
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd0523000
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IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt030757
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0193715
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt02085000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt02085000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0825400
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0850487
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0850487
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-344191
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02815206
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt06805
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IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt04318
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IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt08636
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0193715
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0920988
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt09895
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt03572
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt072815
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02954
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt02089318
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0126786
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt02216862
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01047774
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt04318
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0131862
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt02621491
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-95356
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1289071
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-95356
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1289071
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Capital Gains Dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0193715
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-344191
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt041788074
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt042132265
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt041788074
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01983683
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01983683
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01983683
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01996485
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt012802
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt025639
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt038441
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt012802
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt025639
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt012802
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt012802
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt038441
IRS990PF/FMVAssetsEOYAmt042223602
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00

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