Civic Intelligence

Robert T Healey Sr Charitable Trust

990PF • Fiscal year 2016 • EIN 25-6752123

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 30, 2017

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

80th percentile

0.04x

Higher debt load relative to assets than 80% of similar nonprofits.

2016 filings • NTEE T • $25M-$50M nonprofits • Source year 2016

Liabilities / Revenue

93rd percentile

4.97x

Higher debt load relative to revenue than 93% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Net Margin

1st percentile

-863%

Higher net margin than 1% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Top Officer Pay

7th percentile

$0

Higher top officer pay than 7% of similar nonprofits.

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

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Asset Growth

5th percentile

-13%

Faster asset growth than 5% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets80th percentile

Assets

Down

$40,283,144

Down $6,108,017 (-13%) from 2015

Net Assets

Down

$38,588,683

Down $7,800,193 (-17%) from 2015

Liabilities

Up

$1,694,461

Up $1,692,176 (+74056%) from 2015

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin1st percentile

Revenue

Up

$340,991

Up $10,258,962 (+103%) from 2015

Expenses

Down

$3,282,820

Down $1,122,217 (-25%) from 2015

Net Income

Up

-$2,941,829

Up $11,381,179 (+79%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth5th 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

2016

Assets$40,283,144
Liabilities$1,694,461
Net Assets$38,588,683
Open 2016 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

2016

Revenue$340,991
Expenses$3,282,820
Net Income-$2,941,829
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 30, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay7th 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
2017-10-30
Discuss with paid preparer
Yes

Preparer

Firm
Ernest M Nepa CPA
Address
7 PHEASANTS RIDGE RD-NORTH, WILMINGTON, DE 19807-1541
Phone
3024250499
Raw XML AppendixShowing 400 of 1,306 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/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
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0CORP ASSET-BACKED BONDS - WF
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1PREFERRED SECURITIES - WF ACCT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0186885
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt11983408
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0186885
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt11983408
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0350738
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0350738
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0EQUITIES - WF ACCT
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0674827
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0674827
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt04298
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1431208
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt21930308
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt39422
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt434343580
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0AG SUPER FUND, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1SJC ONSHORE DIRECT LENDING FUND, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2HAIP, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3PERRY PARTNERS, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt447,046 UNITS - VIP, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt04298
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1431208
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt21930308
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt39422
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt434343580
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0217508
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-36167
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt039
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0OPERATING FEE REIMBURSEMENTS
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1ADMINISTRATIVE FEE REIMBURSEMENTS
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc2MISCELLANEOUS INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt038508
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt1120977
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt2126
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0181380
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0159611
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0340991
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt012000
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt03049253
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt03049253
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt023530
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0217508
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0217508
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-2941829
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02846949
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt025914
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt039
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt039
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt025914
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-36167
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0191633
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt099682
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt040786
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0159611
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt07760
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt013146
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt08173
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt03049253

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$40,283,144
Liabilities
$1,694,461
Net assets
$38,588,683
Revenue
$340,991
Expenses
$3,282,820
Net income
-$2,941,829
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