Civic Intelligence

Joseph and Marguerite Disepio Charitable Foundation

990PF • Fiscal year 2014 • EIN 33-1123802

Jan 01, 2014 to Dec 31, 2014 • Filed on May 18, 2015

491A Old Nassau RoadMonroe Township, NJ 08831

(609) 655-5532

Siviq Scores

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

Liabilities / Assets

87th percentile

0.00x

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

2014 filings • NTEE T20 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

86th percentile

0.00x

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

2014 filings • NTEE T20 • <$500k nonprofits • Source year 2014

Net Margin

1st percentile

-129872%

Higher net margin than 1% of similar nonprofits.

2014 filings • NTEE T20 • <$500k nonprofits • Source year 2014

Top Officer Pay

88th percentile

$0

Higher top officer pay than 88% of similar nonprofits.

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

2014 filings • NTEE T20 • <$500k nonprofits • Source year 2014

Asset Growth

81st percentile

26%

Faster asset growth than 81% of similar nonprofits.

2014 filings • NTEE T20 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

57th percentile

5.2%

Faster revenue growth than 57% of similar nonprofits.

2014 filings • NTEE T20 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$193,254

Up $39,607 (+26%) from 2013

Net Assets

Up

$193,254

Up $39,607 (+26%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Up

$162

Up $8 (+5.2%) from 2013

Expenses

Up

$210,555

Up $9,015 (+4.5%) from 2013

Net Income

Down

-$210,393

Down $9,007 (-4.5%) from 2013

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0Assets 2011: $355,227Liabilities 2011: $0Net Assets 2011: $355,2272011Assets 2013: $153,647Liabilities 2013: $0Net Assets 2013: $153,6472013Assets 2014: $193,254Liabilities 2014: $0Net Assets 2014: $193,2542014Assets 2015: $157,878Liabilities 2015: $0Net Assets 2015: $157,8782015Assets 2016: $82,581Liabilities 2016: $0Net Assets 2016: $82,5812016Assets 2017: $102,081Liabilities 2017: $0Net Assets 2017: $102,0812017Assets 2018: $505,665Liabilities 2018: $0Net Assets 2018: $505,6652018Assets 2019: $372,186Liabilities 2019: $0Net Assets 2019: $372,1862019Assets 2020: $3,135,227Liabilities 2020: $0Net Assets 2020: $3,135,2272020Assets 2021: $5,852,381Liabilities 2021: $0Net Assets 2021: $5,852,3812021Assets 2022: $4,172,032Liabilities 2022: $0Net Assets 2022: $4,172,0322022Assets 2023: $8,046,778Liabilities 2023: $0Net Assets 2023: $8,046,7782023Assets 2024: $8,982,521Liabilities 2024: $0Net Assets 2024: $8,982,5212024

Highlighted filing

2014

Assets$193,254
Liabilities$0
Net Assets$193,254

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $210,5772011Revenue 2013: $154Expenses 2013: $201,540Net Income 2013: -$201,3862013Revenue 2014: $162Expenses 2014: $210,555Net Income 2014: -$210,3932014Revenue 2015: $189Expenses 2015: $145,565Net Income 2015: -$145,3762015Revenue 2016: $279Expenses 2016: $200,574Net Income 2016: -$200,2952016Revenue 2017: $86Expenses 2017: $220,586Net Income 2017: -$220,5002017Revenue 2018: $1,094Expenses 2018: $210,592Net Income 2018: -$209,4982018Revenue 2019: $202,142Expenses 2019: $335,621Net Income 2019: -$133,4792019Revenue 2020: $3,001,282Expenses 2020: $238,241Net Income 2020: $2,763,0412020Revenue 2021: $3,003,144Expenses 2021: $285,990Net Income 2021: $2,717,1542021Revenue 2022: $3,104,891Expenses 2022: $1,785,240Net Income 2022: $1,319,6512022Revenue 2023: $5,109,986Expenses 2023: $1,235,240Net Income 2023: $3,874,7462023Revenue 2024: $1,120,273Expenses 2024: $185,740Net Income 2024: $934,5332024

Highlighted filing

2014

Revenue$162
Expenses$210,555
Net Income-$210,393
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 18, 2015
Return Version
2014v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Joseph DiSepioTrustee-$0--
Marguerite DiSepioTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Joseph and Marguerite Disepio
EIN
33-1123802
Phone
6096555532
Address
491A Old Nassau Road, Monroe Township, NJ 08831

Signing Officer

Name
Marguerite DiSepio
Title
Trustee
Signed
2015-05-18

Preparer

Firm
Steinberg Enterprises LLC
Address
119 Tunicflower Lane, West Windsor, NJ 08550
Preparer
Leonard Steinberg
Phone
6094430469
Raw XML Appendix134 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
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0162
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0162
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0162
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0315
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0162
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0210000
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-210393
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt0162
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0162
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0162
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0162
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0240
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0162
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0210555
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0162
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0162
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0555
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-210393
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0250000
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0193254
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0153647
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0193254
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt08740
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt08740
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt08740
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt08743
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03
IRS990PF/DistributableAmountGrp/TotalTaxAmt03
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt01
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt02
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01
IRS990PF/FMVAssetsEOYAmt0193254
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0153647
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0193254
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0193254
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0153647
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0193254
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0153647
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0193254
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0193254
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0153647
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0193254
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0153647
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0193254
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0177530
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0177530
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt02663
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt08743
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0174867
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0177530
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Joseph DiSepio
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Marguerite DiSepio
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0491A Old Nassau Road
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1491 Old Nassau road
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Monroe Township
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Monroe Township
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NJ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NJ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd008831
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd108831
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0Marguerite DiDepio
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0491A Old Nassau Rd Monro
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Monroe Township
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NJ
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd008831
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum06096555532
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NOT APPLICABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Education
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0NJ Health Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0Grant
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0120 Albany Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW BRUNSWICK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd008901
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0210000
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt08740
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt08740
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0250000
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0DONATION FROM TRUSTEES
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Marguerite DiSepio
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Joseph and Marguerite Disepio
ReturnHeader/Filer/BusinessNameControlTxt0JOSE
ReturnHeader/Filer/EIN0331123802
ReturnHeader/Filer/PhoneNum06096555532
ReturnHeader/Filer/USAddress/AddressLine1Txt0491A Old Nassau Road
ReturnHeader/Filer/USAddress/CityNm0Monroe Township
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd008831
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Steinberg Enterprises LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0119 Tunicflower Lane
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0West Windsor
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd008550
ReturnHeader/PreparerPersonGrp/PhoneNum06094430469
ReturnHeader/PreparerPersonGrp/PreparationDt02015-05-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Leonard Steinberg
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-06-08T10:26:02-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings