Civic Intelligence

Robert Mclean Foundation Tr

990PF • Fiscal year 2021 • EIN 46-7026896

Jan 01, 2021 to Dec 31, 2021 • Filed on Aug 18, 2022

Organization Profile
101 Park StMontclair, NJ 07042-2963

(973) 744-7040

Siviq Scores

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

Liabilities / Assets

77th percentile

0.00x

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

2021 filings • NTEE T20 • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

67th percentile

0.00x

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

2021 filings • NTEE T20 • $5M-$10M nonprofits • Source year 2021

Net Margin

23rd percentile

-24%

Higher net margin than 23% of similar nonprofits.

2021 filings • NTEE T20 • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

78th percentile

$14,698

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 5.0% of source-year revenue.

2021 filings • NTEE T20 • $5M-$10M nonprofits • Source year 2021

Asset Growth

24th percentile

-0.9%

Faster asset growth than 24% of similar nonprofits.

2021 filings • NTEE T20 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

39th percentile

22%

Faster revenue growth than 39% of similar nonprofits.

2021 filings • NTEE T20 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets77th percentile

Assets

Down

$7,948,456

Down $71,880 (-0.9%) from 2020

Net Assets

Down

$7,948,456

Down $71,880 (-0.9%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue67th percentileNet Margin23rd percentile

Revenue

Up

$295,913

Up $53,229 (+22%) from 2020

Expenses

Down

$367,821

Down $230,876 (-39%) from 2020

Net Income

Up

-$71,908

Up $284,105 (+80%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

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

$10M$5.0M$0Assets 2019: $8,369,915Liabilities 2019: $02019Assets 2020: $8,020,336Liabilities 2020: $0Net Assets 2020: $8,020,3362020Assets 2021: $7,948,456Liabilities 2021: $0Net Assets 2021: $7,948,4562021Assets 2022: $7,678,957Liabilities 2022: $12022Assets 2023: $8,138,264Liabilities 2023: $12023Assets 2024: $7,862,796Liabilities 2024: $0Net Assets 2024: $7,862,7962024

Highlighted filing

2021

Assets$7,948,456
Liabilities$0
Net Assets$7,948,456
Open 2021 Filing

Operations Trend

Revenue Growth39th percentile

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

$1.0M$500K$0-$500KRevenue 2019: $383,461Expenses 2019: $457,813Net Income 2019: -$74,3522019Revenue 2020: $242,684Expenses 2020: $598,697Net Income 2020: -$356,0132020Revenue 2021: $295,913Expenses 2021: $367,821Net Income 2021: -$71,9082021Revenue 2022: $148,001Expenses 2022: $417,193Net Income 2022: -$269,1922022Revenue 2023: $972,913Expenses 2023: $511,416Net Income 2023: $461,4972023Revenue 2024: $415,485Expenses 2024: $690,986Net Income 2024: -$275,5012024

Highlighted filing

2021

Revenue$295,913
Expenses$367,821
Net Income-$71,908
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Aug 18, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN F HOLZINGER JRTrustee-$14,698-$14,698
ANNE VANDYKETrustee-$14,698-$14,698
KATHLEEN HAMILTONTrustee-$14,698-$14,698
LAURA MAMADOPOLOUSTrustee-$14,698-$14,698
Filing and Contact Details

Filer

Filer Name
Robert Mclean Foundation Tr
EIN
46-7026896
In Care Of
% JOHN F HOLZINGER JR
Address
101 PARK ST, MONTCLAIR, NJ 07042-2963

Signing Officer

Name
Frederick C Ferguson
Title
Administrator
Signed
2022-08-18
Discuss with paid preparer
No

Preparer

Preparer
Karen Alviggi
Phone
9737747040
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10073209
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10162022
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ABBOTT LABORATORIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1AMERICAN TOWER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3BANK OF NEW YORK MELLON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4BANK OF AMERICA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5BLACK HILLSMCORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6BLACKSTONE MORTGAGE TRUST INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7BP PLC SPONS ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8CARRIER GLOBAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10COMCAST CORP NEW A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11CVS HEALTH CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12DISNEY WALT COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13DOMINION ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14ENTERPRISE PRODUCTS PARTNERS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15EVERSOURCE ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16ADVANCE AUTO PARTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17EXELON CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18FIRST TRUST VALUE LINE ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20HONEYWELL INTERNATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21INGERSOLL RAND INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22BROOKFIELD INFRASTRUCTURE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24INTERNATIONAL BUSINESS MACHINESA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25INVESCO EXCHANGE BULLETSHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26INVESCO EXCHANGE SELF-BULLETSHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27INVESCO TR S&P 500 EQ WT TECH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28JP MORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30MEDTRONIC PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31MERCK & CO INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32MERCURY GENERAL CORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33ISHARES CORE MSCI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34ISHARES CORE S&P MID ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35ORACLE CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36PEPSICO INCORPORATED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37PFIZER INCORPORATED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38PHILLIPS 66
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39ISHARES CORE US AGGREGATE BD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40INVESCO TR II ETF GLOBAL WATER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41ISHARES PDF & INCOME SECS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42ISHARES MBS ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43PROSHARES TR ETF S&P MIDCAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44PROSHARES TR RUSSELL 2000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45ISHARES TR IBONDS DEC 2026 TER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46ISHARES TR IBONDS DEC 2027 TER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47ISHARES TR IBONDS DEC 2028 TER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48ISHARES TR IBONDS DEC 2029 TER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49SECTOR SPDR TR ETF TECH SEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50SELECT SECTOR SPDR FD CONSUMER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51NEWMONT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52PAYPAL HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53STRYKER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54TARGET CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55NORTHERN TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56PUBLIC SERVICE ENTERPRISE GP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57VANGUARD INDEX FDS ETF REAL ES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58VANGUARD TOTAL BD ETF MARKET
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59RAYTHEON TECHNOLOGIES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60VERIZON COMMUNICATION S
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61SELECT SECTOR SPDR FD COMMUNI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62VANGUAARD SHORT TERM ETF CORP B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63XCEL ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64TRUIST FINL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67US BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68TRANE TECHNOLOGIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69UNITED PACEL SERVICE B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70SYSCO CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71KELLOGG COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72ISHARES SELECT ETF DIVIDEND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73CHARGEPOINT HLDGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74CHEVRON CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75COLGATE-PALMOLIVE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76DEVON ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77EASTMAN CHEMICAL CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78EOG RESOURCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79EQUITABLE HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80FIRST AMERICAN FINL VORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81FTC SOLAR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82HARTFORD FINL SVCS GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83ISHARES CORE ETF GROWTH ALLOC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84KYNDRYL HOLDINGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85MICRON TECHNOLOGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86MOTOROLA SOLUTIONS COM NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87ORGANON & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88PACCAR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89PRINCIPAL FINANCIAL GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92SIEMENS A G - ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93TPG PACE BEN FIN CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99WILLIAMS COMPANIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100ZOETIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101CATERPILLAR INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt00
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt10
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt214480
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt30
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt40
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt50
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt60
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt70
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0AMER EXP NAT BK CD SALT LAKE CITY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1ALLY BANK CD SANDY UT 3.00%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2TEKLA WORK HEALTHCARE FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3BARCLAYS BK DELAWARE CD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4MORGAN STANLEY PVT BK CD 1.7%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5SALLIE MAE BANK CD SALT LAKE CITY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6SYNOVUS BANK CD .9%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7WELLS FARGO NATL BANK 1.75%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt00
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt216290
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt30
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt40
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt50
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt60
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt70
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0211914
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd03
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt083999
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/GrossProfitLossSlsOfInvntryGrp/ExclusionAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/GrossProfitLossSlsOfInvntryGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/GrossProfitLossSlsOfInvntryGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/MembershipDuesAndAssmntGrp/ExclusionAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/MembershipDuesAndAssmntGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/MembershipDuesAndAssmntGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/NetIncomeLossFromSpecialEvtGrp/ExclusionAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/NetIncomeLossFromSpecialEvtGrp/RelatedOrExemptFunctionIncmAmt00

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,948,456
Liabilities
$0
Net assets
$7,948,456
Revenue
$295,913
Expenses
$367,821
Net income
-$71,908
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.86$0.00$7.86$0.42$0.69$0.28
2023Summary only. Only limited summary data is available for this year.$8.14$0.00$0.97$0.51$0.46
2022Summary only. Only limited summary data is available for this year.$7.68$0.00$0.15$0.42$0.27
2021Detailed filing. Detailed filing data is available for this year.$7.95$0.00$7.95$0.30$0.37$0.07
2020Detailed filing. Detailed filing data is available for this year.$8.02$0.00$8.02$0.24$0.60$0.36
2019Summary only. Only limited summary data is available for this year.$8.37$0.00$0.38$0.46$0.07