Civic Intelligence

Bataan Foundation Inc

990EZ • Fiscal year 2014 • EIN 20-2112181

Jan 01, 2014 to Dec 31, 2014 • Filed on May 05, 2015

Organization Profile
9 Holmes StNutley, NJ 07110-2615

(973) 667-0460

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.00x

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

2014 filings • NTEE B82 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

81st percentile

0.00x

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

2014 filings • NTEE B82 • <$500k nonprofits • Source year 2014

Net Margin

76th percentile

42%

Higher net margin than 76% of similar nonprofits.

2014 filings • NTEE B82 • <$500k nonprofits • Source year 2014

Top Officer Pay

94th percentile

$0

Higher top officer pay than 94% of similar nonprofits.

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

2014 filings • NTEE B82 • <$500k nonprofits • Source year 2014

Asset Growth

49th percentile

2.6%

Faster asset growth than 49% of similar nonprofits.

2014 filings • NTEE B82 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

59th percentile

10%

Faster revenue growth than 59% of similar nonprofits.

2014 filings • NTEE B82 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Up

$34,115

Up $849 (+2.6%) from 2013

Net Assets

Up

$34,115

Up $3,533 (+12%) from 2013

Liabilities

Down

$0

Down $2,684 (-100%) from 2013

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin76th percentile

Revenue

Up

$8,482

Up $803 (+10%) from 2013

Expenses

Down

$4,949

Down $1,508 (-23%) from 2013

Net Income

Up

$3,533

Up $2,311 (+189%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$60K$40K$20K$0Assets 2010: $16,002Liabilities 2010: $0Net Assets 2010: $16,0022010Assets 2011: $27,747Liabilities 2011: $0Net Assets 2011: $27,7472011Assets 2012: $29,360Liabilities 2012: $0Net Assets 2012: $29,3602012Assets 2013: $33,266Liabilities 2013: $2,684Net Assets 2013: $30,5822013Assets 2014: $34,115Liabilities 2014: $0Net Assets 2014: $34,1152014Assets 2015: $35,593Liabilities 2015: $0Net Assets 2015: $35,5932015Assets 2016: $44,100Liabilities 2016: $0Net Assets 2016: $44,1002016Assets 2017: $43,194Liabilities 2017: $0Net Assets 2017: $43,1942017Assets 2018: $50,334Liabilities 2018: $0Net Assets 2018: $50,3342018Assets 2019: $48,728Liabilities 2019: $0Net Assets 2019: $48,7282019Assets 2020: $48,321Liabilities 2020: $0Net Assets 2020: $48,3212020Assets 2021: $47,199Liabilities 2021: $0Net Assets 2021: $47,1992021Assets 2023: $46,294Liabilities 2023: $0Net Assets 2023: $46,2942023Assets 2024: $45,597Liabilities 2024: $0Net Assets 2024: $45,5972024

Highlighted filing

2014

Assets$34,115
Liabilities$0
Net Assets$34,115
Open 2014 Filing

Operations Trend

Revenue Growth59th percentile

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

$15K$10K$5.0K$0-$5.0KRevenue 2010: $10,281Expenses 2010: $10,790Net Income 2010: -$5092010Revenue 2011: $12,795Expenses 2011: $1,050Net Income 2011: $11,7452011Revenue 2012: $5,442Expenses 2012: $3,829Net Income 2012: $1,6132012Revenue 2013: $7,679Expenses 2013: $6,457Net Income 2013: $1,2222013Revenue 2014: $8,482Expenses 2014: $4,949Net Income 2014: $3,5332014Revenue 2015: $2,715Expenses 2015: $1,237Net Income 2015: $1,4782015Revenue 2016: $14,015Expenses 2016: $5,508Net Income 2016: $8,5072016Revenue 2017: $20Expenses 2017: $926Net Income 2017: -$9062017Revenue 2018: $7,490Expenses 2018: $350Net Income 2018: $7,1402018Revenue 2019: $69Expenses 2019: $1,675Net Income 2019: -$1,6062019Revenue 2020: $56Expenses 2020: $463Net Income 2020: -$4072020Revenue 2021: $53Expenses 2021: $1,175Net Income 2021: -$1,1222021Revenue 2023: $88Expenses 2023: $800Net Income 2023: -$7122023Revenue 2024: $3Expenses 2024: $700Net Income 2024: -$6972024

Highlighted filing

2014

Revenue$8,482
Expenses$4,949
Net Income$3,533
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 5, 2015
Return Version
2014v5.0
Gross Receipts
$13,656
Mission and Program Overview

Mission

Financial aid to other charitable org

Program Services

DescriptionGrantsExpenses
PROVIDED FINANCIAL AID TO OTHER CHARITABLE AND RELIGIOUS ORGANIZATIONS$4,100-
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SONIA TUSON RUFIN MDChairman-$0--
LYDIA B PANEMSecretary-$0--
MODESTA VALDELLONTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Bataan Foundation Inc
EIN
20-2112181
Address
9 HOLMES ST, NUTLEY, NJ 07110-2615

Signing Officer

Name
Lydia B Panem
Title
Secretary
Phone
9736670460
Signed
2015-05-05
Discuss with paid preparer
Yes

Preparer

Firm
Romeo Coronacion CPA
Address
12 THIRD AVE, Port Washington, NY 11050
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 BATAAN ASSOCIATION USA Amount 4,000Activity FINANCIAL ASSISTANCE Grantee SUSAN G KOMEN FOR THE CURE Street 50025 LBJ FREEWAY STE 250 City, State, Zip Dallas, TX 75244Amount 100”

Description of other expenses Part I line 16

“Description AmountMISCELLANEOUS 350BANK CHARGES 69FILING FEES 280”

Description of total liabilities Part II line 26

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

Raw XML Appendix137 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0LYDIA B PANEM
IRS990EZ/BooksInCareOfDetail/PhoneNum09736670460
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt09 HOLMES ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NUTLEY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NJ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0071102615
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt033266
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt034115
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02684
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03533
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0150
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt033266
IRS990EZ/Form990TotalAssetsGrp/EOYAmt034115
IRS990EZ/FundraisingGrossIncomeAmt010945
IRS990EZ/GrantsAndSimilarAmountsPaidAmt04100
IRS990EZ/GrossReceiptsAmt013656
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt027
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt030582
IRS990EZ/NetAssetsOrFundBalancesEOYAmt034115
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt030582
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt034115
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SONIA TUSON RUFIN MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LYDIA B PANEM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MODESTA VALDELLON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt0699
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0FINANCIAL AID TO OTHER CHARITABLE ORG
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED FINANCIAL AID TO OTHER CHARITABLE AND RELIGIOUS ORGANIZATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt04100
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt05174
IRS990EZ/SpecialEventsNetIncomeLossAmt05771
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt02684
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt04949
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt08482
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt08435
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt07498
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt05442
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt012795
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt010281
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt044451
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt027
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt030
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt057
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99870
IRS990ScheduleA/PublicSupportPY170Pct00.99930
IRS990ScheduleA/PublicSupportTotal170Amt044451
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt08435
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt07498
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt05442
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt012795
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt010281
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt044451
IRS990ScheduleA/TotalSupportAmt044508
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity FINANCIAL ASSISTANCE Grantee BATAAN ASSOCIATION USA Amount 4,000Activity FINANCIAL ASSISTANCE Grantee SUSAN G KOMEN FOR THE CURE Street 50025 LBJ FREEWAY STE 250 City, State, Zip Dallas, TX 75244Amount 100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountMISCELLANEOUS 350BANK CHARGES 69FILING FEES 280
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Category Beginning of Year End of YearEscrow funds 2,684 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of total liabilities Part II line 26
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LYDIA B PANEM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum09736670460
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BATAAN FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0BATA
ReturnHeader/Filer/EIN0202112181
ReturnHeader/Filer/USAddress/AddressLine1Txt09 HOLMES ST
ReturnHeader/Filer/USAddress/CityNm0NUTLEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd0071102615
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0900722873
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROMEO CORONACION CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012 THIRD AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Port Washington
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011050
ReturnHeader/PreparerPersonGrp/PhoneNum05164674987
ReturnHeader/PreparerPersonGrp/PreparationDt02015-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROMEO CORONACION CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-05-08T01:28:20-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$34,115
Liabilities
$0
Net assets
$34,115
Revenue
$8,482
Expenses
$4,949
Net income
$3,533
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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