Civic Intelligence

Robert T Healey Sr Charitable Trust

990PF • Fiscal year 2019 • EIN 25-6752123

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 05, 2020

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

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2019 filings • NTEE T • $25M-$50M nonprofits • Source year 2019

Liabilities / Revenue

58th percentile

0.00x

Higher debt load relative to revenue than 58% of similar nonprofits.

2019 filings • NTEE T • $25M-$50M nonprofits • Source year 2019

Net Margin

39th percentile

-1.2%

Higher net margin than 39% of similar nonprofits.

2019 filings • NTEE T • $25M-$50M nonprofits • Source year 2019

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.

2019 filings • NTEE T • $25M-$50M nonprofits • Source year 2019

Asset Growth

5th percentile

-12%

Faster asset growth than 5% of similar nonprofits.

2019 filings • NTEE T • $25M-$50M nonprofits • Annualized from 2018 to 2019

Revenue Growth

68th percentile

46%

Faster revenue growth than 68% of similar nonprofits.

2019 filings • NTEE T • $25M-$50M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$30,622,389

Down $4,043,064 (-12%) from 2018

Net Assets

Down

$30,619,339

Down $4,039,712 (-12%) from 2018

Liabilities

Down

$3,050

Down $3,352 (-52%) from 2018

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin39th percentile

Revenue

Up

$3,905,233

Up $1,229,655 (+46%) from 2018

Expenses

Up

$3,952,269

Up $803,729 (+26%) from 2018

Net Income

Up

-$47,036

Up $425,926 (+90%) from 2018

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

2019

Assets$30,622,389
Liabilities$3,050
Net Assets$30,619,339
Open 2019 Filing

Operations Trend

Revenue Growth68th 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

2019

Revenue$3,905,233
Expenses$3,952,269
Net Income-$47,036
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 5, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay55th 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
2020-11-05
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/PriorYearDepreciationAmt365391
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt372188
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
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0CORP ASSET-BACKED BONDS - WF
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt05480
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt00
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt03269
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt17837
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2979
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt330344670
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/EOYFMVAmt00
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt20
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt30
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0226
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0103
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0OPERATING FEE REIMBURSEMENTS
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1ADMINISTRATIVE FEE REIMBURSEMENTS
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt040076
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt1101490
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0329
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0141566
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0141895
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt011500
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt03783638
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt03783638
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt03763338
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt04391
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt012401
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0226
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0226
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-47036
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0103
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0103
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt085795
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt042206
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0141566
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0110
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt07870
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt07704
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt03783638
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt04391
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt03952269
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0329
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt03905233
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt04391
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0168631
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt01045
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-47036
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt03998910
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt06234
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt034618249
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt034659051
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt030619339
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01569

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$30,622,389
Liabilities
$3,050
Net assets
$30,619,339
Revenue
$3,905,233
Expenses
$3,952,269
Net income
-$47,036
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