Civic Intelligence

Iianj Charitable Trust

990EZ • Fiscal year 2020 • EIN 32-0107335

Sep 01, 2019 to Aug 31, 2020 • Filed on Dec 22, 2020

2211 Whitehorse-Mercerville RoadTrenton, NJ 08619-2600

(609) 587-4333

Siviq Scores

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

Liabilities / Assets

74th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • NTEE T • <$500k nonprofits • Source year 2020

Liabilities / Revenue

73rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • NTEE T • <$500k nonprofits • Source year 2020

Net Margin

87th percentile

80%

Higher net margin than 87% of similar nonprofits.

2020 filings • NTEE T • <$500k nonprofits • Source year 2020

Top Officer Pay

91st percentile

$0

Higher top officer pay than 91% of similar nonprofits.

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

2020 filings • NTEE T • <$500k nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

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

Source year 2020

Revenue Growth

Score unavailable

No value available

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

Source year 2020

Assets

$48,560

No earlier filing loaded for comparison.

Net Assets

$48,560

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$40,927

No earlier filing loaded for comparison.

Expenses

$8,094

No earlier filing loaded for comparison.

Net Income

$32,833

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2020: $48,560Liabilities 2020: $0Net Assets 2020: $48,5602020Assets 2021: $12,117Liabilities 2021: $0Net Assets 2021: $12,1172021Assets 2022: $7,310Liabilities 2022: $0Net Assets 2022: $7,3102022Assets 2023: $7,170Liabilities 2023: $0Net Assets 2023: $7,1702023Assets 2024: $7,463Liabilities 2024: $0Net Assets 2024: $7,4632024Assets 2025: $5,282Liabilities 2025: $0Net Assets 2025: $5,2822025

Highlighted filing

2020

Assets$48,560
Liabilities$0
Net Assets$48,560

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50KRevenue 2020: $40,927Expenses 2020: $8,094Net Income 2020: $32,8332020Revenue 2021: $60,453Expenses 2021: $96,896Net Income 2021: -$36,4432021Revenue 2022: $48,929Expenses 2022: $53,736Net Income 2022: -$4,8072022Revenue 2023: $59,692Expenses 2023: $59,832Net Income 2023: -$1402023Revenue 2024: $52,216Expenses 2024: $51,923Net Income 2024: $2932024Revenue 2025: $49,257Expenses 2025: $51,438Net Income 2025: -$2,1812025

Highlighted filing

2020

Revenue$40,927
Expenses$8,094
Net Income$32,833
Jump To
Filing Snapshot
Filing Period
Sep 1, 2019 to Aug 31, 2020
Signed
Dec 22, 2020
Return Version
2019v5.1
Gross Receipts
$40,927
Mission and Program Overview

Mission

The organization solicits contributions from the IIANJ's members and its members' clients to be distributed to qualified 501(c)(3) organizations.

Program Services

DescriptionGrantsExpenses
Make A Wish Golf Outing$0$7,841
Bank charges and filing fees$0$253
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kenneth R HagermanTrustee-$0--
Brian F DurkinTrustee-$0--
Gerald F Ford IIIImmediate Past Chairman-$0--
Michael L RazzeChairman-$0--
L Scott StanfordIiaba Director-$0--
Harold W Soden JrVice Chairman / Treasurer-$0--
Sheri A AcconzoPresident & CEO-$0--
Filing and Contact Details

Filer

Filer Name
IIANJ Charitable Trust
EIN
32-0107335
Phone
6095874333
Address
2211 Whitehorse-Mercerville Road, Trenton, NJ 08619-2600

Signing Officer

Name
Sheri Acconzo
Title
President & CEO
Phone
6095874333
Signed
2020-12-22
Discuss with paid preparer
Yes

Preparer

Firm
Mandel Fekete & Bloom CPAs
Address
30 Montgomery Street Suite 685, Jersey City, NJ 07302
Preparer
Frank L Fekete
Phone
2014346875
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16 - Other Expenses

Description: Charitable Contributions and Expenses. Amount: 8,094.

Form 990-EZ, Part II, Line 24 - Other Assets

Description: Exchange Receivable. Beg. of Year Amount: 4,016. End of Year Amount: 3,956.

Raw XML Appendix169 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Trenton
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NJ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd008619
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Kenneth R Hagerman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Brian F Durkin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Gerald F Ford III
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Michael L Razze
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4L Scott Stanford
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Harold W Soden Jr
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Sheri A Acconzo
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Immediate Past Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4IIABA Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Vice Chairman / Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6President & CEO
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
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IRS990EZ/OtherAssetsTotalDetail/EOYAmt03956
IRS990EZ/OtherChangesInNetAssetsAmt00
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IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Bank charges and filing fees
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt07841
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1253
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
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IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
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IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalRevenueAmt040927
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0www.biginj.org
IRS990ScheduleA/CommunityTrustInd0X
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt064158
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt053825
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0271042
IRS990ScheduleA/TotalSupportAmt0271042
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Charitable Contributions and Expenses. Amount: 8,094.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: Exchange Receivable. Beg. of Year Amount: 4,016. End of Year Amount: 3,956.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16 - Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part II, Line 24 - Other Assets
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Sheri Acconzo
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President & CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum06095874333
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-12-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0IIANJ Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0IIAN
ReturnHeader/Filer/EIN0320107335
ReturnHeader/Filer/PhoneNum06095874333
ReturnHeader/Filer/USAddress/AddressLine1Txt02211 Whitehorse-Mercerville Road
ReturnHeader/Filer/USAddress/CityNm0Trenton
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd0086192600
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0222426449
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Mandel Fekete & Bloom CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt030 Montgomery Street Suite 685
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Jersey City
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd007302
ReturnHeader/PreparerPersonGrp/PhoneNum02014346875
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Frank L Fekete
ReturnHeader/ReturnTs02021-01-13T13:39:17-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-09-01
ReturnHeader/TaxPeriodEndDt02020-08-31
ReturnHeader/TaxYr02019

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Filings