Civic Intelligence

Robert T Healey Sr Charitable Trust

990PF • Fiscal year 2014 • EIN 25-6752123

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 16, 2015

Organization Profile
PO Box 506Lumberton, NJ 08048

(609) 267-4104

Siviq Scores

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

Liabilities / Assets

13th percentile

0.03x

Higher debt load relative to assets than 13% of similar nonprofits.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2014

Liabilities / Revenue

92nd percentile

4.32x

Higher debt load relative to revenue than 92% of similar nonprofits.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2014

Net Margin

1st percentile

-850%

Higher net margin than 1% of similar nonprofits.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2014

Top Officer Pay

4th percentile

$0

Higher top officer pay than 4% of similar nonprofits.

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

2014 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2014

Asset Growth

12th percentile

-3.9%

Faster asset growth than 12% of similar nonprofits.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2012 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets13th percentile

Assets

Down

$70,871,077

Down $5,888,733 (-7.7%) from 2012

Net Assets

Down

$69,082,718

Down $6,632,407 (-8.8%) from 2012

Liabilities

Up

$1,788,359

Up $743,674 (+71%) from 2012

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin1st percentile

Revenue

$413,519

No earlier filing loaded for comparison.

Expenses

Up

$3,929,066

Up $1,326,884 (+51%) from 2012

Net Income

-$3,515,547

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

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

$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

2014

Assets$70,871,077
Liabilities$1,788,359
Net Assets$69,082,718
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue$413,519
Expenses$3,929,066
Net Income-$3,515,547
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 16, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay4th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT T HEALEYTrustee-$0--
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
PO BOX 506, LUMBERTON, NJ 08048

Signing Officer

Name
Robert T Healey Sr
Title
Trustee
Phone
6092674104
Signed
2015-11-16
Discuss with paid preparer
Yes

Preparer

Firm
Ernest M Nepa CPA
Address
7 PHEASANTS RIDGE RD-NORTH, WILMINGTON, DE 19807-1541
Phone
3024250499
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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/PriorYearDepreciationAmt24300
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt2515745
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt261363
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt27653
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt281611
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt29380
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt302125
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt31272
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt3247
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt3330
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt3422
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt35316
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt36208
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc0OFFICE IMPROVEMENTS - FMA 2005
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc1NEW OFFICE SIDING - 2005
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc2MINOLTA COPIER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc3OFFICE IMPROVEMENTS - FMA 2006
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc4ADDITIONAL OFFICE - FMA 2005
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc5OFFICE CABINETS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc6NORTON ANTIVIRUS SOFTWARE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc7DELL COMPUTER - ALICE PC
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc8BOUNTIFUL WIFI ROUTER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc9DELL SERVER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc10XEROX PRINTER - CDW
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc11COMPUTER RACKS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc12OFFICE COMPUTERS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc13COMPUTER EQUIPMENT - ELARMORE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc14PHONE SYSTEM - NEXTIERA ONE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc15OFFICE CARPET - AVALON CARPETS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc16WINDOW TREATMENTS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc17OFFICE FURNITURE - GOFF COMPANY
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc18OFFICE FURNITURE - GOFF COMPANY
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc19JASON'S COMPUTER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc20BOOKCASES - GOFF COMPANY
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc21WARDROBE FURNITURE - GOFF COMPANY
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc22OFFICE PAINTINGS - LEVIN GALLERIES
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc23BALANCE CONFERENCE ROOM WALL UNIT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc24BALANCE JASON'S COMPUTER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc25OFFICE FURNITURE - 50% BOOMERANG'S
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc26NEXTIRA TELEPHONE SYSTEM
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc27DELL LATITUDE E5500 LAPTOP (CHRIS)
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc28(4) OFFICE PC'S - ACCLINK
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc29DELL OPTIPLEX 380 - GINGER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc30ACKLINK - SERVER & INSTALLATION
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc31FILING CABINETS - WB MASON
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc32(2) BOOKCASES - WB MASON
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc33COFFEE TABLE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc34MAIL SORTER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc35RECEPTION SOFA & CHAIR
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc36COMPUTERS (INTERNS)
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc37SMARTSEARCH SOFTWARE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc38NEW SERVER & SETUP - SJT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc39(2) HP DESKTOP PRO (JEAN & ALICE)
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc40SAVIN MP C3003 DIGITAL COPIER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc41SCANNING CONVERSION & CONFIGURATIONS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AccumulatedDepreciationAmt05040
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AccumulatedDepreciationAmt13189
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AccumulatedDepreciationAmt24284
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0JUNKED COPIER
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1JUNKED COMPUTER/SOFTWARE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc2JUNKED SERVERS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0PURCHASED
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt1PURCHASED
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt2PURCHASED
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SalesExpenseAmt00
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SalesExpenseAmt10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SalesExpenseAmt20
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt0-890
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt1-719
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt2-4889
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0CORP ASSET-BACKED BONDS - WF
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0237342
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0237342
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt02214867
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt111903126
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt02214867
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt111903126
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0EQUITIES - UBS ACCT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1PREFERRED STOCK - MAGNUM HUNTER
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt01633768
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt01633768
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt01048065
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt12301991
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt231388
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt31220590
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt43487441
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt512716
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt646257444
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0SEMINOLE CAPITAL, LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1AG SUPER FUND, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2PENN CAPITAL LIBERTY FUND, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3SJC ONSHORE DIRECT LENDING FUND, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4RBC ASSET MANAGEMENT - HEDGE OPTION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5PERRY PARTNERS, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt647,046 UNITS - VIP, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt01048065
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12301991
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt231388
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt31220590
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt43487441
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt512716
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt646257444
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0325871
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-60387
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt08
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0OPERATING FEE REIMBURSEMENTS
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1ADMINISTRATIVE FEE REIMBURSEMENTS
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt028977
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt1119050
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0265492
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0148027
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$70,871,077
Liabilities
$1,788,359
Net assets
$69,082,718
Revenue
$413,519
Expenses
$3,929,066
Net income
-$3,515,547
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