Civic Intelligence

Robert T Healey Sr Charitable Trust

990PF • Fiscal year 2018 • EIN 25-6752123

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 15, 2019

Organization Profile
573 Eayrestown RoadLumberton, NJ 08048

(609) 267-4104

Siviq Scores

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

Liabilities / Assets

50th percentile

0.00x

Higher debt load relative to assets than 50% of similar nonprofits.

2018 filings • NTEE T • $25M-$50M nonprofits • Source year 2018

Liabilities / Revenue

50th percentile

0.00x

Higher debt load relative to revenue than 50% of similar nonprofits.

2018 filings • NTEE T • $25M-$50M nonprofits • Source year 2018

Net Margin

26th percentile

-18%

Higher net margin than 26% of similar nonprofits.

2018 filings • NTEE T • $25M-$50M nonprofits • Source year 2018

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2018 filings • NTEE T • $25M-$50M nonprofits • Source year 2018

Asset Growth

22nd percentile

-7.2%

Faster asset growth than 22% of similar nonprofits.

2018 filings • NTEE T • $25M-$50M nonprofits • Annualized from 2016 to 2018

Revenue Growth

87th percentile

180%

Faster revenue growth than 87% of similar nonprofits.

2018 filings • NTEE T • $25M-$50M nonprofits • Annualized from 2016 to 2018

Balance Sheet
Liabilities / Assets50th percentile

Assets

Down

$34,665,453

Down $5,617,691 (-14%) from 2016

Net Assets

Down

$34,659,051

Down $3,929,632 (-10%) from 2016

Liabilities

Down

$6,402

Down $1,688,059 (-100%) from 2016

Revenue And Expenses
Liabilities / Revenue50th percentileNet Margin26th percentile

Revenue

Up

$2,675,578

Up $2,334,587 (+685%) from 2016

Expenses

Down

$3,148,540

Down $134,280 (-4.1%) from 2016

Net Income

Up

-$472,962

Up $2,468,867 (+84%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth22nd 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

2018

Assets$34,665,453
Liabilities$6,402
Net Assets$34,659,051
Open 2018 Filing

Operations Trend

Revenue Growth87th percentile

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

2018

Revenue$2,675,578
Expenses$3,148,540
Net Income-$472,962
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 15, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay54th 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
573 EAYRESTOWN ROAD, LUMBERTON, NJ 08048

Signing Officer

Name
Robert T Healey Sr
Title
Trustee
Phone
6092674104
Signed
2019-11-15
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 906 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/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
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0CORP ASSET-BACKED BONDS - WF
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt017812
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt017812
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt03269
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt17837
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2979
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt334343580
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0AG SUPER FUND, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1SJC ONSHORE DIRECT LENDING FUND, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2PERRY PARTNERS, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt347,046 UNITS - VIP, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt03269
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt17837
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2979
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt334343580
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3FMV
IRS990PF/AddressChangeInd0X
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0342
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt01166
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0533
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0OPERATING FEE REIMBURSEMENTS
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1ADMINISTRATIVE FEE REIMBURSEMENTS
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt044850
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt1111628
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt02041
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0156478
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0158519
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt013000
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01166
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt02714768
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt02714768
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt02517059
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt04864
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt015353
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0342
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0342
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-472962
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01166
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0533
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0533
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01166
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt045223
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0156478
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0244141
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt012180
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0101764
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt02714768
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt04864
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt03148540
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt02041
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt02675578
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt04864
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0433772
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt02111
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02007-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt01166
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt01166
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01166
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0MANAGED BOND ACCOUNT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01166
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-472962
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt03059
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt034662110
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt035135071

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$34,665,453
Liabilities
$6,402
Net assets
$34,659,051
Revenue
$2,675,578
Expenses
$3,148,540
Net income
-$472,962
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