Civic Intelligence

Ocean County Bar Association

990EZ • Fiscal year 2020 • EIN 51-0171319

Jun 01, 2019 to May 31, 2020 • Filed on Aug 28, 2020

PO Box 381Toms River, NJ 08754

(732) 240-1096

Siviq Scores

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

Liabilities / Assets

68th percentile

0.07x

Higher debt load relative to assets than 68% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

60th percentile

0.02x

Higher debt load relative to revenue than 60% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Net Margin

27th percentile

-13%

Higher net margin than 27% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Asset Growth

14th percentile

-27%

Faster asset growth than 14% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

39th percentile

-30%

Faster revenue growth than 39% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$38,211

Down $13,883 (-27%) from 2019

Net Assets

Down

$35,706

Down $14,287 (-29%) from 2019

Liabilities

Up

$2,505

Up $404 (+19%) from 2019

Revenue

Down

$107,655

Down $45,449 (-30%) from 2019

Expenses

Down

$121,942

Down $15,416 (-11%) from 2019

Net Income

Down

-$14,287

Down $30,033 (-191%) from 2019

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2012: $28,074Liabilities 2012: $1,5582012Assets 2013: $12,683Liabilities 2013: $3,1652013Assets 2014: $38,401Liabilities 2014: $2,0722014Assets 2015: $48,906Liabilities 2015: $2,7052015Assets 2016: $36,120Liabilities 2016: $2,1812016Assets 2017: $62,250Liabilities 2017: $2,0622017Assets 2018: $36,764Liabilities 2018: $2,5172018Assets 2019: $52,094Liabilities 2019: $2,101Net Assets 2019: $49,9932019Assets 2020: $38,211Liabilities 2020: $2,505Net Assets 2020: $35,7062020Assets 2021: $50,618Liabilities 2021: $755Net Assets 2021: $49,8632021Assets 2022: $39,044Liabilities 2022: $367Net Assets 2022: $38,6772022Assets 2023: $56,735Liabilities 2023: $514Net Assets 2023: $56,2212023Assets 2024: $47,058Liabilities 2024: $700Net Assets 2024: $46,3582024Assets 2025: $33,790Liabilities 2025: $826Net Assets 2025: $32,9642025

Highlighted filing

2020

Assets$38,211
Liabilities$2,505
Net Assets$35,706

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2012: $122,868Expenses 2012: $125,560Net Income 2012: -$2,6922012Revenue 2013: $111,501Expenses 2013: $128,499Net Income 2013: -$16,9982013Revenue 2014: $154,097Expenses 2014: $127,286Net Income 2014: $26,8112014Revenue 2015: $166,122Expenses 2015: $156,250Net Income 2015: $9,8722015Revenue 2016: $143,348Expenses 2016: $155,610Net Income 2016: -$12,2622016Revenue 2017: $153,079Expenses 2017: $126,830Net Income 2017: $26,2492017Revenue 2018: $104,997Expenses 2018: $130,938Net Income 2018: -$25,9412018Revenue 2019: $153,104Expenses 2019: $137,358Net Income 2019: $15,7462019Revenue 2020: $107,655Expenses 2020: $121,942Net Income 2020: -$14,2872020Revenue 2021: $89,684Expenses 2021: $75,527Net Income 2021: $14,1572021Revenue 2022: $52,944Expenses 2022: $64,130Net Income 2022: -$11,1862022Revenue 2023: $89,862Expenses 2023: $72,318Net Income 2023: $17,5442023Revenue 2024: $65,388Expenses 2024: $75,251Net Income 2024: -$9,8632024Revenue 2025: $49,935Expenses 2025: $63,329Net Income 2025: -$13,3942025

Highlighted filing

2020

Revenue$107,655
Expenses$121,942
Net Income-$14,287
Jump To
Filing Snapshot
Filing Period
Jun 1, 2019 to May 31, 2020
Signed
Aug 28, 2020
Return Version
2019v5.0
Gross Receipts
$131,850
Mission and Program Overview

Mission

To maintain honor & dignity in the profession of law and to promote justice

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION MAINTAINS HONOR & DIGNITY IN THE PROFESSION OF LAW, CULTIVATES SOCIAL RELATIONSHIPS AMONGST ITS MEMBERS, AND INCREASES THE EFFECTIVENESS OF ITS MEMBERS IN PROMOTING JUSTICE.$22,946-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LYNNE A DUNNPresident-$0--
RENEE T WHITEPresident Elect-$0--
STACIE A BRUSTMANTreasurer-$0--
Marianna C PontorieroSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$15,040$15,040$12,763$2,277
Installation Dinners$9,700$9,700$10,245$-545
Total Events$24,740$24,740$23,008$1,732
Filing and Contact Details

Filer

Filer Name
Ocean County Bar Assn
EIN
51-0171319
Phone
7322401096
Address
PO BOX 381, TOMS RIVER, NJ 08754

Signing Officer

Name
Lynne a Dunn
Title
President
Signed
2020-08-28
Discuss with paid preparer
Yes

Preparer

Firm
Koerner & Koerner PA
Address
10 Allen Street Suite 3A, Toms River, NJ 08753
Preparer
James K Koerner
Phone
7322442323
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

Class of Activity: Contribution | Donee's Name: Joan Dancy & PALS Foundation | Donee's Address: 1 Riverview Plaza PO Box 8157 Red Bank NJ 07701 | Relationship of Donee: None | Cash Amount Given: $5493

Other Expenses.1002

Office Expenses $2980

Other Expenses.1003

Information Technology $22

Other Expenses.1012

Insurance $3819

Other Expenses.1

Program services costs $17781

Other Expenses.2

Telephone $3002

Other Expenses.5

Seminars & CLE $1163

Other Expenses.6

Donations to Others $1000

Total Liabilities.1

Payroll Taxes Payable - Beginning $2101 Payroll Taxes Payable - Ending $2505

Raw XML Appendix139 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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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Toms River
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt022946
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $2980
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Information Technology $22
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $3819
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PROGRAM SERVICES COSTS $17781
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Telephone $3002
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Seminars & CLE $1163
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Donations to Others $1000
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ReturnHeader/PreparerPersonGrp/PhoneNum07322442323
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0James K Koerner
ReturnHeader/ReturnTs02020-08-31T12:36:21-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-06-01
ReturnHeader/TaxPeriodEndDt02020-05-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.34$0.01$0.33$0.50$0.63$0.13
2024Detailed filing. Detailed filing data is available for this year.$0.47$0.01$0.46$0.65$0.75$0.10
2023Detailed filing. Detailed filing data is available for this year.$0.57$0.01$0.56$0.90$0.72$0.18
2022Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$0.53$0.64$0.11
2021Detailed filing. Detailed filing data is available for this year.$0.51$0.01$0.50$0.90$0.76$0.14
2020Detailed filing. Detailed filing data is available for this year.$0.38$0.03$0.36$1.08$1.22$0.14
2019Detailed filing. Detailed filing data is available for this year.$0.52$0.02$0.50$1.53$1.37$0.16
2018Summary only. Only limited summary data is available for this year.$0.37$0.03$1.05$1.31$0.26
2017Summary only. Only limited summary data is available for this year.$0.62$0.02$1.53$1.27$0.26
2016Summary only. Only limited summary data is available for this year.$0.36$0.02$1.43$1.56$0.12
2015Summary only. Only limited summary data is available for this year.$0.49$0.03$1.66$1.56$0.10
2014Summary only. Only limited summary data is available for this year.$0.38$0.02$1.54$1.27$0.27
2013Summary only. Only limited summary data is available for this year.$0.13$0.03$1.12$1.28$0.17
2012Summary only. Only limited summary data is available for this year.$0.28$0.02$1.23$1.26$0.03