Civic Intelligence

Bataan Foundation Inc

990EZ • Fiscal year 2021 • EIN 20-2112181

Jan 01, 2021 to Dec 31, 2021 • Filed on Sep 12, 2022

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

74th percentile

0.00x

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

2021 filings • NTEE B82 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

73rd percentile

0.00x

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

2021 filings • NTEE B82 • <$500k nonprofits • Source year 2021

Net Margin

4th percentile

-2117%

Higher net margin than 4% of similar nonprofits.

2021 filings • NTEE B82 • <$500k nonprofits • Source year 2021

Top Officer Pay

95th percentile

$0

Higher top officer pay than 95% of similar nonprofits.

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

2021 filings • NTEE B82 • <$500k nonprofits • Source year 2021

Asset Growth

35th percentile

-2.3%

Faster asset growth than 35% of similar nonprofits.

2021 filings • NTEE B82 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

42nd percentile

-5.4%

Faster revenue growth than 42% of similar nonprofits.

2021 filings • NTEE B82 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$47,199

Down $1,122 (-2.3%) from 2020

Net Assets

Down

$47,199

Down $1,122 (-2.3%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Down

$53

Down $3 (-5.4%) from 2020

Expenses

Up

$1,175

Up $712 (+154%) from 2020

Net Income

Down

-$1,122

Down $715 (-176%) from 2020

Historical Trend

Balance Sheet Trend

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

2021

Assets$47,199
Liabilities$0
Net Assets$47,199

Operations Trend

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

2021

Revenue$53
Expenses$1,175
Net Income-$1,122
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Sep 12, 2022
Return Version
2021v4.2
Gross Receipts
$53
Mission and Program Overview

Mission

Financial aid to other charitable org

Finl aid to other charitable orgs

Program Services

DescriptionGrantsExpenses
Financial Assistance to other charitable and religious organizations--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SONIA TUSON RUFINChairman-$0--
LYDIA B PANEMSecretary-$0--
LORETA EVANGELISTATreasurer-$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 Panem
Title
Secretary
Phone
2013206646
Signed
2022-09-12
Discuss with paid preparer
No

Preparer

Firm
Romeo Coronacion CPA
Address
12 3RD AVE, PORT WASHINGTON, NY 11050
Preparer
Romeo Coronacion
Phone
5164674987
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

Activity FINANCIAL ASSISTANCE Grantee SAINT JOSEPH SCHOOL FOR THE BLIND Street 761 SUMMIT AVE City, State, Zip Jersey City, NJ 07307Amount 200Activity FINANCIAL ASSISTANCE Grantee ST JUDE CHILDRENS RESEACH HOSPITAL Amount 200Activity FINANCIAL ASSISTAN CE Grantee SUSAN G KOMEN FOUNDATION Activity FINANCIAL ASSISTANCE Grantee WOUNDED WARRIOR PROJECT Amount 200Activity FINANCIAL ASSISTANCE Grantee CATHOLIC RELIEF SERVICES Amount 200Activity FINANCIAL ASSISTANCE Grantee SUSAN G KOMEN FOUNDATION Amount 200

Raw XML Appendix125 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
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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/BOYAmt048321
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt047199
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1122
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0175
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt048321
IRS990EZ/Form990TotalAssetsGrp/EOYAmt047199
IRS990EZ/GrantsAndSimilarAmountsPaidAmt01000
IRS990EZ/GrossReceiptsAmt053
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt03
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt050
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt048321
IRS990EZ/NetAssetsOrFundBalancesEOYAmt047199
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt048321
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SONIA TUSON RUFIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LYDIA B PANEM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LORETA EVANGELISTA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Finl aid to other charitable orgs
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Financial Assistance to other charitable and religious organizations
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt01175
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt053
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt07470
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt07470
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt020
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt020
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt040
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99470
IRS990ScheduleA/PublicSupportPY170Pct00.99680
IRS990ScheduleA/PublicSupportTotal170Amt07470
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt07470
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt07470
IRS990ScheduleA/TotalSupportAmt07510
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity FINANCIAL ASSISTANCE Grantee SAINT JOSEPH SCHOOL FOR THE BLIND Street 761 SUMMIT AVE City, State, Zip Jersey City, NJ 07307Amount 200Activity FINANCIAL ASSISTANCE Grantee ST JUDE CHILDRENS RESEACH HOSPITAL Amount 200Activity FINANCIAL ASSISTAN CE Grantee SUSAN G KOMEN FOUNDATION Activity FINANCIAL ASSISTANCE Grantee WOUNDED WARRIOR PROJECT Amount 200Activity FINANCIAL ASSISTANCE Grantee CATHOLIC RELIEF SERVICES Amount 200Activity FINANCIAL ASSISTANCE Grantee SUSAN G KOMEN FOUNDATION Amount 200
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0LYDIA PANEM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum02013206646
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-09-12
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 3RD AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PORT WASHINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011050
ReturnHeader/PreparerPersonGrp/PhoneNum05164674987
ReturnHeader/PreparerPersonGrp/PreparationDt02022-09-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROMEO CORONACION
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-09-20T09:42:44-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LYDIA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PANEM
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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