Civic Intelligence

Robert T Healey Sr Charitable Trust

EIN 25-6752123 • 501(c)3 • Lumberton, NJ

573 Eayrestown RoadLumberton, NJ 08048
Siviq Scores

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

Liabilities / Assets

4th percentile

0.00x

Higher debt load relative to assets than 4% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

5th percentile

0.00x

Higher debt load relative to revenue than 5% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Net Margin

18th percentile

-8.7%

Higher net margin than 18% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

501(c)3 • $25M-$50M nonprofits • Source year 2022

Asset Growth

28th percentile

-0.3%

Faster asset growth than 28% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2024

Revenue Growth

26th percentile

-3.4%

Faster revenue growth than 26% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2024

Assets

Down

$30,618,186

Down $263,882 (-0.9%) from 2023

Liabilities

Up

$1,801

Up $984 (+120%) from 2023

Net Assets

Down

$30,616,385

Down $264,866 (-0.9%) from 2023

Revenue

Down

$3,057,491

Down $476,066 (-13%) from 2023

Expenses

Up

$3,322,357

Up $61,209 (+1.9%) from 2023

Net Income

Down

-$264,866

Down $537,275 (-197%) from 2023

Trend Graphs

Balance Sheet Trend

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

$80M$60M$40M$20M$0Assets 2010: $62,122,516Liabilities 2010: $482,093Net Assets 2010: $61,640,4232010Assets 2011: $65,899,199Liabilities 2011: $2,151,049Net Assets 2011: $63,748,1502011Assets 2012: $76,759,810Liabilities 2012: $1,044,685Net Assets 2012: $75,715,1252012Assets 2014: $70,871,077Liabilities 2014: $1,788,359Net Assets 2014: $69,082,7182014Assets 2015: $46,391,161Liabilities 2015: $2,285Net Assets 2015: $46,388,8762015Assets 2016: $40,283,144Liabilities 2016: $1,694,461Net Assets 2016: $38,588,6832016Assets 2018: $34,665,453Liabilities 2018: $6,402Net Assets 2018: $34,659,0512018Assets 2019: $30,622,389Liabilities 2019: $3,050Net Assets 2019: $30,619,3392019Assets 2020: $30,647,715Liabilities 2020: $1,847Net Assets 2020: $30,645,8682020Assets 2021: $30,631,491Liabilities 2021: $1,595Net Assets 2021: $30,629,8962021Assets 2022: $30,788,669Liabilities 2022: $159,861Net Assets 2022: $30,628,8082022Assets 2023: $30,882,068Liabilities 2023: $817Net Assets 2023: $30,881,2512023Assets 2024: $30,618,186Liabilities 2024: $1,801Net Assets 2024: $30,616,3852024

Highlighted filing

2024

Assets$30,618,186
Liabilities$1,801
Net Assets$30,616,385

Operations Trend

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

$5.0M$0-$5.0M-$10M-$15MExpenses 2010: $2,484,9062010Expenses 2011: $2,701,1082011Expenses 2012: $2,602,1822012Revenue 2014: $413,519Expenses 2014: $3,929,066Net Income 2014: -$3,515,5472014Revenue 2015: -$9,917,971Expenses 2015: $4,405,037Net Income 2015: -$14,323,0082015Revenue 2016: $340,991Expenses 2016: $3,282,820Net Income 2016: -$2,941,8292016Revenue 2018: $2,675,578Expenses 2018: $3,148,540Net Income 2018: -$472,9622018Revenue 2019: $3,905,233Expenses 2019: $3,952,269Net Income 2019: -$47,0362019Revenue 2020: $3,351,286Expenses 2020: $3,324,852Net Income 2020: $26,4342020Revenue 2021: $2,960,113Expenses 2021: $2,976,179Net Income 2021: -$16,0662021Revenue 2022: $3,274,825Expenses 2022: $3,295,883Net Income 2022: -$21,0582022Revenue 2023: $3,533,557Expenses 2023: $3,261,148Net Income 2023: $272,4092023Revenue 2024: $3,057,491Expenses 2024: $3,322,357Net Income 2024: -$264,8662024

Highlighted filing

2024

Revenue$3,057,491
Expenses$3,322,357
Net Income-$264,866

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$30.6$0.00$30.6$3.06$3.32$0.26
2023Detailed filing. Detailed filing data is available for this year.$30.9$0.00$30.9$3.53$3.26$0.27
2022Detailed filing. Detailed filing data is available for this year.$30.8$0.16$30.6$3.27$3.30$0.02
2021Detailed filing. Detailed filing data is available for this year.$30.6$0.00$30.6$2.96$2.98$0.02
2020Detailed filing. Detailed filing data is available for this year.$30.6$0.00$30.6$3.35$3.32$0.03
2019Detailed filing. Detailed filing data is available for this year.$30.6$0.00$30.6$3.91$3.95$0.05
2018Detailed filing. Detailed filing data is available for this year.$34.7$0.01$34.7$2.68$3.15$0.47
2016Detailed filing. Detailed filing data is available for this year.$40.3$1.69$38.6$0.34$3.28$2.94
2015Detailed filing. Detailed filing data is available for this year.$46.4$0.00$46.4$9.92$4.41$14.3
2014Detailed filing. Detailed filing data is available for this year.$70.9$1.79$69.1$0.41$3.93$3.52
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$76.8$1.04$75.7$2.60
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$65.9$2.15$63.7$2.70
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$62.1$0.48$61.6$2.48
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 31, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRISTINE HEALEYTrustee-$0--
ROBERT T HEALEY JRTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Robert T Healey Sr Charitable Trust
EIN
25-6752123
Phone
6092674104
Address
573 EAYRESTOWN ROAD, LUMBERTON, NJ 08048

Signing Officer

Name
Robert T Healey Jr
Title
Trustee
Phone
6092674104
Signed
2025-10-31
Discuss with paid preparer
Yes

Preparer

Firm
Eisner Advisory Group LLC
Address
111 WOOD AVENUE SOUTH, ISELIN, NJ 08830-2700
Preparer
Dane Dickler
Phone
7322437000
Raw XML AppendixShowing 400 of 867 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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DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt1114147
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt128683
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt1334941
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt146588
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt153388
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt163093
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt173447
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt188237
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt193150
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt20500
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt2134986
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt223026
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt231450
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt243576
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt251046
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt262424
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt27930
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt28608
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt29448
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt306329
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt312083
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt326780
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt336861
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt341669
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt3510308
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt3611381
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt374375
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt382444
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt3913468
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc0OFFICE IMPROVEMENTS - FMA 2005
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc1NEW OFFICE SIDING - 2005
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc2OFFICE IMPROVEMENTS - FMA 2006
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc3ADDITIONAL OFFICE - FMA 2005
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc4OFFICE CABINETS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc5BOUNTIFUL WIFI ROUTER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc6XEROX PRINTER - CDW
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc7COMPUTER RACKS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc8OFFICE COMPUTERS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc9COMPUTER EQUIPMENT - ELARMORE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc10PHONE SYSTEM - NEXTIERA ONE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc11OFFICE CARPET - AVALON CARPETS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc12WINDOW TREATMENTS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc13OFFICE FURNITURE - GOFF COMPANY
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc14OFFICE FURNITURE - GOFF COMPANY
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc15JASON'S COMPUTER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc16BOOKCASES - GOFF COMPANY
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc17WARDROBE FURNITURE - GOFF COMPANY
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc18OFFICE PAINTINGS - LEVIN GALLERIES
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc19BALANCE CONFERENCE ROOM WALL UNIT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc20BALANCE JASON'S COMPUTER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc21OFFICE FURNITURE - 50% BOOMERANG'S
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc22NEXTIRA TELEPHONE SYSTEM
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc23DELL LATITUDE E5500 LAPTOP (CHRIS)
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc24(4) OFFICE PC'S - ACCLINK
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc25DELL OPTIPLEX 380 - GINGER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc26FILING CABINETS - WB MASON
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc27(2) BOOKCASES - WB MASON
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc28COFFEE TABLE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc29MAIL SORTER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc30RECEPTION SOFA & CHAIR
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc31COMPUTERS (INTERNS)
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc32SMARTSEARCH SOFTWARE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc33NEW SERVER & SETUP - SJT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc34(2) HP DESKTOP PRO (JEAN & ALICE)
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc35SAVIN MP C3003 DIGITAL COPIER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc36SCANNING CONVERSION & CONFIGURATIONS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc37COMPUTER FIREWALL & BACKUP EQUIP
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc38NEW LAPTOP - JEAN
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc39NEW SERVER - ANCERO
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc40NEW LAPTOP - JEAN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0CORP ASSET-BACKED BONDS - WF
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt012144
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt012114
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt030344940
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt047,046 UNITS - VIP, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt00
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-2097
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd001
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0444
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0FEDERAL TAX REFUND
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1OTHER INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt01246
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt18
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd001
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd101
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0-399
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0-399
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt03285880
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt03285880
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt03057890
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt010292
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-264866
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02151
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0444
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0444
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-2097
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt019623
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0575
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt025931
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt08
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt01254
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt03305757
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0575
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt03322357
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0452
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt03057491
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt019877
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0575
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt036477
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt0254
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt0254
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02022-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12022-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22022-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt03269
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1979
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0251
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-1369
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-979
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0251
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-1369
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-979
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0251
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11900
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0GNMA II ARM PASS THRU POOL 8638
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1LOSS ON INVESTMENT IN SUPER FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2LOSS ON INVESTMENT IN PERRY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-12-31

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