Civic Intelligence

Iianj Charitable Trust

990EZ • Fiscal year 2024 • EIN 32-0107335

Sep 01, 2023 to Aug 31, 2024 • Filed on Jan 23, 2025

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

81st percentile

0.00x

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

2024 filings • NTEE T • <$500k nonprofits • Source year 2024

Liabilities / Revenue

72nd percentile

0.00x

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

2024 filings • NTEE T31 • <$500k nonprofits • Source year 2024

Net Margin

38th percentile

0.6%

Higher net margin than 38% of similar nonprofits.

2024 filings • NTEE T31 • <$500k nonprofits • Source year 2024

Top Officer Pay

95th percentile

$0

Higher top officer pay than 95% of similar nonprofits.

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

2024 filings • NTEE T31 • <$500k nonprofits • Source year 2024

Asset Growth

53rd percentile

4.1%

Faster asset growth than 53% of similar nonprofits.

2024 filings • NTEE T31 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

48th percentile

-13%

Faster revenue growth than 48% of similar nonprofits.

2024 filings • NTEE T31 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$7,463

Up $293 (+4.1%) from 2023

Net Assets

Up

$7,463

Up $293 (+4.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue

Down

$52,216

Down $7,476 (-13%) from 2023

Expenses

Down

$51,923

Down $7,909 (-13%) from 2023

Net Income

Up

$293

Up $433 (+309%) from 2023

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

2024

Assets$7,463
Liabilities$0
Net Assets$7,463

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

2024

Revenue$52,216
Expenses$51,923
Net Income$293
Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Aug 31, 2024
Signed
Jan 23, 2025
Return Version
2023v6.0
Gross Receipts
$52,216
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
Contribution to Make A Wish Foundation$0$29,000
Make A Wish Golf Outing$0$22,923
Bank Charges$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kenneth R HagermanTrustee-$0--
Brian F DurkinTrustee-$0--
Harold W Soden JrChairman-$0--
Gerald F Ford IIINational Director-$0--
Christopher P O'NeillVice Chairman / Treasurer-$0--
Michael L RazzePresident & 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
Michael L Razze
Title
President & CEO
Phone
6095874333
Signed
2025-01-23
Discuss with paid preparer
Yes

Preparer

Firm
Mandel Fekete & Bloom CPAs
Address
111 Wood Avenue South Suite 420, Iselin, NJ 08830
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: 51,923.

Raw XML Appendix162 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/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Kenneth R Hagerman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Brian F Durkin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Harold W Soden Jr
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Gerald F Ford III
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Christopher P O'Neill
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Michael L Razze
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3National Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Vice Chairman / Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5President & CEO
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt051923
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0The organization solicits contributions from the IIANJ's members and its members' clients to be distributed to qualified 501(c)(3) organizations.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Contribution to Make A Wish Foundation
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Make A Wish Golf Outing
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Bank Charges
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt029000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt122923
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt20
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NJ
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt051923
IRS990EZ/TotalProgramServiceExpensesAmt051923
IRS990EZ/TotalRevenueAmt052216
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0www.biginj.org
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt052216
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt059692
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt048929
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt040927
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0262217
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt052216
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt040927
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0262217
IRS990ScheduleA/TotalSupportAmt0262217
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: 51,923.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16 - Other Expenses
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/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Michael L Razze
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President & CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum06095874333
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-01-23
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/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0222426449
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Mandel Fekete & Bloom CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0111 Wood Avenue South Suite 420
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Iselin
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd008830
ReturnHeader/PreparerPersonGrp/PhoneNum02014346875
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Frank L Fekete
ReturnHeader/ReturnTs02025-02-17T15:14:54-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-09-01
ReturnHeader/TaxPeriodEndDt02024-08-31
ReturnHeader/TaxYr02023

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Filings