Civic Intelligence

Serviam Foundation Inc Po Box Ay

990PF • Fiscal year 2022 • EIN 46-3877411

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 09, 2022

61 Twin Brooks RdSaddle River, NJ 07458

(201) 327-1282

Siviq Scores

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

Liabilities / Assets

68th percentile

0.00x

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

2022 filings • NTEE T • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

60th percentile

0.00x

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

2022 filings • NTEE T • $5M-$10M nonprofits • Source year 2022

Net Margin

32nd percentile

-42%

Higher net margin than 32% of similar nonprofits.

2022 filings • NTEE T • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

2022 filings • NTEE T • $5M-$10M nonprofits • Source year 2022

Asset Growth

23rd percentile

-8.2%

Faster asset growth than 23% of similar nonprofits.

2022 filings • NTEE T • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

34th percentile

-50%

Faster revenue growth than 34% of similar nonprofits.

2022 filings • NTEE T • $5M-$10M nonprofits • Annualized from 2021 to 2022

Assets

Down

$7,024,929

Down $627,022 (-8.2%) from 2021

Net Assets

Down

$7,024,929

Down $627,022 (-8.2%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Down

$1,479,116

Down $1,464,535 (-50%) from 2021

Expenses

Up

$2,106,138

Up $1,446,837 (+219%) from 2021

Net Income

Down

-$627,022

Down $2,911,372 (-127%) from 2021

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2014: $834,439Liabilities 2014: $02014Assets 2015: $1,680,984Liabilities 2015: $02015Assets 2016: $2,371,109Liabilities 2016: $0Net Assets 2016: $2,371,1092016Assets 2017: $3,218,521Liabilities 2017: $0Net Assets 2017: $3,218,5212017Assets 2018: $4,450,904Liabilities 2018: $0Net Assets 2018: $4,450,9042018Assets 2019: $5,029,959Liabilities 2019: $0Net Assets 2019: $5,029,9592019Assets 2020: $5,367,601Liabilities 2020: $0Net Assets 2020: $5,367,6012020Assets 2021: $7,651,951Liabilities 2021: $0Net Assets 2021: $7,651,9512021Assets 2022: $7,024,929Liabilities 2022: $0Net Assets 2022: $7,024,9292022Assets 2023: $5,680,942Liabilities 2023: $0Net Assets 2023: $5,680,9422023Assets 2024: $6,304,284Liabilities 2024: $0Net Assets 2024: $6,304,2842024Assets 2025: $5,397,450Liabilities 2025: $0Net Assets 2025: $5,397,4502025

Highlighted filing

2022

Assets$7,024,929
Liabilities$0
Net Assets$7,024,929

Operations Trend

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

$4.0M$2.0M$0-$2.0MRevenue 2014: $838,141Expenses 2014: $3,702Net Income 2014: $834,4392014Revenue 2015: $893,949Expenses 2015: $47,404Net Income 2015: $846,5452015Revenue 2016: $774,556Expenses 2016: $84,431Net Income 2016: $690,1252016Revenue 2017: $989,854Expenses 2017: $142,442Net Income 2017: $847,4122017Revenue 2018: $1,636,196Expenses 2018: $180,481Net Income 2018: $1,455,7152018Revenue 2019: $851,578Expenses 2019: $272,523Net Income 2019: $579,0552019Revenue 2020: $740,361Expenses 2020: $402,719Net Income 2020: $337,6422020Revenue 2021: $2,943,651Expenses 2021: $659,301Net Income 2021: $2,284,3502021Revenue 2022: $1,479,116Expenses 2022: $2,106,138Net Income 2022: -$627,0222022Revenue 2023: -$18,691Expenses 2023: $1,325,296Net Income 2023: -$1,343,9872023Revenue 2024: $954,953Expenses 2024: $326,842Net Income 2024: $628,1112024Revenue 2025: $197,293Expenses 2025: $1,104,127Net Income 2025: -$906,8342025

Highlighted filing

2022

Revenue$1,479,116
Expenses$2,106,138
Net Income-$627,022
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 9, 2022
Return Version
2021v4.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD G TAYLOR JRTrustee-$0--
ALETA E TAYLORTrustee-$0--
BRIAN TAYLORTrustee-$0--
JILL SCHNEIDERTrustee-$0--
CHRISTINE WEFERSTrustee-$0--
TERI TAYLORTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Serviam Foundation Inc
EIN
46-3877411
Phone
2013271282
Address
61 TWIN BROOKS RD, SADDLE RIVER, NJ 07458

Signing Officer

Name
Richard G Taylor Jr
Title
Trustee
Phone
2013271282
Signed
2022-11-09
Discuss with paid preparer
Yes

Preparer

Firm
SOBEL & CO LLC CPA'S
Address
293 EISENHOWER PARKWAY, LIVINGSTON, NJ 07039-1711
Preparer
Michael Laforge
Phone
9739949494
Raw XML Appendix377 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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IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt02000000
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt02000000
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt061 TWIN BROOKS RD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SADDLE RIVER
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NJ
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd007458
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd01
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NJ
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0THE FOUNDATION
IRS990PF/StatementsRegardingActyGrp/PhoneNum02013271282
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0RICHARD G TAYLOR JR
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1ALETA E TAYLOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02000000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0HOLY NAME MEDICAL CENTER FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt012 W SADDLE RIVER RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SADDLE RIVER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd007458
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt02000000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0434670
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0434670
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt043336
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01608666
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01565330
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt043336
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02000000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01565330
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01608666
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt043336
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0RICHARD TAYLOR JR ALETA TAYLOR
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt011 TOBOGGAN RIDGE RD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0SADDLE RIVER
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NJ
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd007458
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0799551
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0799551
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0SHARES OF APPLE & NVIDIA
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ORDINARY BUSINESS LOSS - K1 PASSTHROUGH
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1SECTION 1231 LOSS - K1 PASSTHROUGH
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2NJ ANNUAL FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1422
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt08677
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1422
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt231
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt021914
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt021914
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0RICHARD G TAYLOR JR
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm1ALETA E TAYLOR
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt011 TOBOGGAN RIDGE RD
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt111 TOBOGGAN RIDGE RD
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0SADDLE RIVER
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm1SADDLE RIVER
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0NJ
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd1NJ
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd007458
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd107458
TaxesSchedule/TaxesDetail/Amt0433
TaxesSchedule/TaxesDetail/Amt174661
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0433
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD G TAYLOR JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02013271282
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SERVIAM FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0SERV
ReturnHeader/Filer/EIN0463877411
ReturnHeader/Filer/PhoneNum02013271282
ReturnHeader/Filer/USAddress/AddressLine1Txt061 TWIN BROOKS RD
ReturnHeader/Filer/USAddress/CityNm0SADDLE RIVER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd007458
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0221430039
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SOBEL & CO LLC CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0293 EISENHOWER PARKWAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LIVINGSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0070391711
ReturnHeader/PreparerPersonGrp/PhoneNum09739949494
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL LAFORGE
ReturnHeader/ReturnTs02022-11-14T10:22:16-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RICHARD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0TAYLOR JR
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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