Bataan Foundation Inc

990EZ • Fiscal year 2013 • EIN 20-2112181

Jan 01, 2013 to Dec 31, 2013 • Filed on May 08, 2014

Organization Profile

9 Holmes St07110-2615

(973) 667-0460

Siviq Scores

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

0.08x

Higher debt load relative to assets than 87% of similar nonprofits.

2013 filings • NTEE B82 • <$500k nonprofits • Source year 2013

0.35x

Higher debt load relative to revenue than 92% of similar nonprofits.

2013 filings • NTEE B82 • <$500k nonprofits • Source year 2013

16%

Higher net margin than 59% of similar nonprofits.

2013 filings • NTEE B82 • <$500k nonprofits • Source year 2013

Higher top officer pay than 92% of similar nonprofits.

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

2013 filings • NTEE B82 • <$500k nonprofits • Source year 2013

13%

Faster asset growth than 70% of similar nonprofits.

2013 filings • NTEE B82 • <$500k nonprofits • Annualized from 2012 to 2013

41%

Faster revenue growth than 80% of similar nonprofits.

2013 filings • NTEE B82 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet

Liabilities / Assets87th percentile

Assets

$33,266

Up $3,906 (+13%) from 2012

Net Assets

$30,582

Up $1,222 (+4.2%) from 2012

Liabilities

$2,684

Up $2,684 from 2012

Revenue And Expenses

Liabilities / Revenue92nd percentile Net Margin59th percentile

Revenue

$7,679

Up $2,237 (+41%) from 2012

Expenses

$6,457

Up $2,628 (+69%) from 2012

Net Income

Down

$1,222

Down $391 (-24%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

Highlighted filing

2013

Assets$33,266

Liabilities$2,684

Net Assets$30,582

Open 2013 Filing

Operations Trend

Revenue Growth80th percentile

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

Highlighted filing

2013

Revenue$7,679

Expenses$6,457

Net Income$1,222

Open 2013 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2013 to Dec 31, 2013
Signed: May 8, 2014
Return Version: 2013v3.1
Gross Receipts: $19,319

Mission and Program Overview

Mission

Financial aid to other charitable org

Program Services

Description	Grants	Expenses
PROVIDED FINANCIAL AID TO OTHER CHARITABLE AND RELIGIOUS ORGANIZATIONS	$6,100	-

Compensation and Service Providers

Top Officer Pay92nd percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
SONIA TUSON RUFIN MD	Chairman	-	$0	-	-
LYDIA B PANEM	Secretary	-	$0	-	-
MODESTA VALDELLON	Treasurer	-	$0	-	-

Fundraising, Events, and Gaming

Fundraising Events

Event	Gross Receipts	Gross Revenue	Direct Expenses	Net Income
Event 1	$12,291	$12,291	-	$12,291
Event 2	$6,847	$6,847	-	$6,847
Total Events	$19,138	$19,138	$11,640	$7,498

Filing and Contact Details

Filer

EIN: 20-2112181

Signing Officer

Name: Lydia B Panem
Title: Secretary
Phone: 9736670460
Signed: 2014-05-08
Discuss with paid preparer: Yes

Preparer

Preparer: Romeo Coronacion CPA
Phone: 5164674987

Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Activity FINANCIAL ASSISTANCE Grantee ST PETERS CHURCH Amount 400Activity FINANCIAL ASSISTANCE Grantee BATAAN ASSOCIATION USA Amount 5,600Activity FINANCIAL ASSISTANCE Grantee SUSAN G KOMEN FOR THE CURE Amount 100”

Description of other expenses Part I line 16

“Description AmountACCOUNTING FEES 150BANK CHARGES 92NJ REGISTRATION 60MISCELLANEOUS 55”

Description of total liabilities Part II line 26

“Category Beginning of Year End of YearEscrow funds 0 2,684”

Raw XML Appendix152 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/PersonNm	0	LYDIA B PANEM
IRS990EZ/BooksInCareOfDetail/PhoneNum	0	9736670460
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1	0	9 HOLMES ST
IRS990EZ/BooksInCareOfDetail/USAddress/City	0	NUTLEY
IRS990EZ/BooksInCareOfDetail/USAddress/State	0	NJ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode	0	071102615
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	29360
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	33266
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	false
IRS990EZ/ContributionsGiftsGrantsEtcAmt	0	150
IRS990EZ/DonorAdvisedFndsInd	0	false
IRS990EZ/EngagedInExcessBenefitTransInd	0	false
IRS990EZ/ExcessOrDeficitForYearAmt	0	1222
IRS990EZ/FiledScheduleAInd	0	true
IRS990EZ/ForeignFinancialAccountInd	0	false
IRS990EZ/ForeignOfficeInd	0	false
IRS990EZ/Form1120PolFiledInd	0	false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	29360
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IRS990EZ/FundraisingGrossIncomeAmt	0	19138
IRS990EZ/GrantsAndSimilarAmountsPaidAmt	0	6100
IRS990EZ/GrossReceiptsAmt	0	19319
IRS990EZ/InfoInScheduleOPartIIInd	0	X
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InvestmentIncomeAmt	0	31
IRS990EZ/LandAndBuildingsGrp/BOYAmt	0	0
IRS990EZ/LandAndBuildingsGrp/EOYAmt	0	0
IRS990EZ/LobbyingActivitiesInd	0	false
IRS990EZ/MadeLoansToFromOfficersInd	0	false
IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	29360
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	30582
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	29360
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	30582
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	1.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	1	1.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	2	1.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	SONIA TUSON RUFIN MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	LYDIA B PANEM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	MODESTA VALDELLON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	TREASURER
IRS990EZ/OperateHospitalInd	0	false
IRS990EZ/Organization501c3Ind	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	false
IRS990EZ/OrganizationHadUBIInd	0	false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt	0	0
IRS990EZ/OtherAssetsTotalDetail/EOYAmt	0	0
IRS990EZ/OtherExpensesTotalAmt	0	357
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt	0	NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt	0	NONE
IRS990EZ/PoliticalCampaignActyInd	0	false
IRS990EZ/PrimaryExemptPurposeTxt	0	FINANCIAL AID TO OTHER CHARITABLE ORG
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	PROVIDED FINANCIAL AID TO OTHER CHARITABLE AND RELIGIOUS ORGANIZATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	0	6100
IRS990EZ/ProhibitedTaxShelterTransInd	0	false
IRS990EZ/RelatedOrganizationCtrlEntInd	0	false
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SchoolOperatingInd	0	false
IRS990EZ/SpecialEventsDirectExpensesAmt	0	11640
IRS990EZ/SpecialEventsNetIncomeLossAmt	0	7498
IRS990EZ/SubjectToProxyTaxInd	0	false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt	0	0
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt	0	2684
IRS990EZ/TanningServicesProvidedInd	0	false
IRS990EZ/TotalExpensesAmt	0	6457
IRS990EZ/TotalProgramServiceExpensesAmt	0	0
IRS990EZ/TotalRevenueAmt	0	7679
IRS990EZ/TransactionWithControlEntInd	0	false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	false
IRS990EZ/TypeOfOrganizationCorpInd	0	X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt	0	7498
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt	0	5442
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt	0	12795
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt	0	10281
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt	0	7698
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt	0	43714
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt	0	30
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt	0	30
IRS990ScheduleA/PublicOrganization170Ind	0	X
IRS990ScheduleA/PublicSupportCY170Pct	0	0.99930
IRS990ScheduleA/PublicSupportPY170Pct	0	1.00000
IRS990ScheduleA/PublicSupportTotal170Amt	0	43714
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind	0	X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt	0	7498
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt	0	5442
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt	0	12795
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt	0	10281
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt	0	7698
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt	0	43714
IRS990ScheduleA/TotalSupportAmt	0	43744
IRS990ScheduleG/AgrmtProfFundraisingActyInd	0	false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt	0	11640
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt	0	12291
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt	0	6847
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt	0	19138
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt	0	12291
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt	0	6847
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt	0	19138
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt	0	DINNER DANCE
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt	0	ATL CITY TRP
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt	0	7498
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt	0	7840
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt	0	3800
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt	0	11640
IRS990ScheduleG/LicensedStatesCd	0	NJ
IRS990ScheduleG/SpecialFundraisingEventsInd	0	X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	Activity FINANCIAL ASSISTANCE Grantee ST PETERS CHURCH Amount 400Activity FINANCIAL ASSISTANCE Grantee BATAAN ASSOCIATION USA Amount 5,600Activity FINANCIAL ASSISTANCE Grantee SUSAN G KOMEN FOR THE CURE Amount 100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	Description AmountACCOUNTING FEES 150BANK CHARGES 92NJ REGISTRATION 60MISCELLANEOUS 55
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	Category Beginning of Year End of YearEscrow funds 0 2,684
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	2	Description of total liabilities Part II line 26
ReturnHeader/BuildTS	0	2015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	LYDIA B PANEM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	9736670460
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2014-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1	0	BATAAN FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt	0	BATA
ReturnHeader/Filer/EIN	0	202112181
ReturnHeader/Filer/USAddress/AddressLine1	0	9 HOLMES ST
ReturnHeader/Filer/USAddress/City	0	NUTLEY
ReturnHeader/Filer/USAddress/State	0	NJ
ReturnHeader/Filer/USAddress/ZIPCode	0	071102615
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	900722873
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1	0	ROMEO CORONACION CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1	0	12 THIRD AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City	0	Port Washington
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State	0	NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode	0	11050
ReturnHeader/PreparerPersonGrp/PhoneNum	0	5164674987
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2014-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	ROMEO CORONACION CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd	0	X
ReturnHeader/ReturnTs	0	2014-05-13T09:31:17-04:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2013-01-01
ReturnHeader/TaxPeriodEndDt	0	2013-12-31
ReturnHeader/TaxYr	0	2013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $33,266
Liabilities: $2,684
Net assets: $30,582
Revenue: $7,679
Expenses: $6,457
Net income: $1,222

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$45.6	$0.00	$45.6	$0.00	$0.70	$0.70
2023Detailed filing. Detailed filing data is available for this year.	$46.3	$0.00	$46.3	$0.09	$0.80	$0.71
2021Detailed filing. Detailed filing data is available for this year.	$47.2	$0.00	$47.2	$0.05	$1.18	$1.12
2020Detailed filing. Detailed filing data is available for this year.	$48.3	$0.00	$48.3	$0.06	$0.46	$0.41
2019Detailed filing. Detailed filing data is available for this year.	$48.7	$0.00	$48.7	$0.07	$1.68	$1.61
2018Detailed filing. Detailed filing data is available for this year.	$50.3	$0.00	$50.3	$7.49	$0.35	$7.14
2017Detailed filing. Detailed filing data is available for this year.	$43.2	$0.00	$43.2	$0.02	$0.93	$0.91
2016Detailed filing. Detailed filing data is available for this year.	$44.1	$0.00	$44.1	$14.0	$5.51	$8.51
2015Detailed filing. Detailed filing data is available for this year.	$35.6	$0.00	$35.6	$2.72	$1.24	$1.48
2014Detailed filing. Detailed filing data is available for this year.	$34.1	$0.00	$34.1	$8.48	$4.95	$3.53
2013Detailed filing. Detailed filing data is available for this year.	$33.3	$2.68	$30.6	$7.68	$6.46	$1.22
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.	$29.4	$0.00	$29.4	$5.44	$3.83	$1.61
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.	$27.7	$0.00	$27.7	$12.8	$1.05	$11.7
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.	$16.0	$0.00	$16.0	$10.3	$10.8	$0.51