Civic Intelligence

Robert Mclean Foundation Tr

990PF • Fiscal year 2022 • EIN 46-7026896

Jan 01, 2022 to Dec 31, 2022 • Filed on Jun 28, 2023

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

76th percentile

0.00x

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

2022 filings • NTEE T20 • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

65th percentile

0.00x

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

2022 filings • NTEE T20 • $5M-$10M nonprofits • Source year 2022

Net Margin

16th percentile

-182%

Higher net margin than 16% of similar nonprofits.

2022 filings • NTEE T20 • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

80th percentile

$15,684

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 10.6% of source-year revenue.

2022 filings • NTEE T20 • $5M-$10M nonprofits • Source year 2022

Asset Growth

42nd percentile

-3.4%

Faster asset growth than 42% of similar nonprofits.

2022 filings • NTEE T20 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

41st percentile

-50%

Faster revenue growth than 41% of similar nonprofits.

2022 filings • NTEE T20 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets76th percentile

Assets

Flat

$7,678,957

Flat from 2022

Net Assets

$7,678,957

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2022

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin16th percentile

Revenue

Flat

$148,001

Flat from 2022

Expenses

Flat

$417,193

Flat from 2022

Net Income

Flat

-$269,192

Flat from 2022

Historical Trend

Balance Sheet Trend

Asset Growth42nd 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: $0Net Assets 2022: $7,678,9572022Assets 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

2022

Assets$7,678,957
Liabilities$0
Net Assets$7,678,957
Open 2022 Filing

Operations Trend

Revenue Growth41st 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 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

2022

Revenue$148,001
Expenses$417,193
Net Income-$269,192
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jun 28, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN F HOLZINGER JRTrustee-$15,684-$15,684
ANNE VANDYKETrustee-$15,684-$15,684
KATHLEEN HAMILTONTrustee-$15,684-$15,684
LAURA MAMADOPOLOUSTrustee-$15,684-$15,684
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
2023-06-28
Discuss with paid preparer
Yes

Preparer

Preparer
Karen Alviggi
Phone
9737747040
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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,678,957
Liabilities
$0
Net assets
$7,678,957
Revenue
$148,001
Expenses
$417,193
Net income
-$269,192
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
2022Detailed filing. Detailed filing data is available for this year.$7.68$0.00$7.68$0.15$0.42$0.27
2022Summary only. Only limited summary data is available for this year.$7.68$0.00$0.15$0.42$0.27
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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