Civic Intelligence

Joshua Harr Shane Foundation Inc.

990 • Fiscal year 2022 • EIN 20-3549310

Jan 01, 2022 to Dec 31, 2022 • Filed on Oct 16, 2023

6 Cobblestone BoulevardMonroe Township, NJ 08831

(732) 713-7549

Siviq Scores

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

Liabilities / Assets

91st percentile

0.16x

Higher debt load relative to assets than 91% of similar nonprofits.

2022 filings • NTEE B82 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

87th percentile

0.09x

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

2022 filings • NTEE B82 • <$500k nonprofits • Source year 2022

Net Margin

20th percentile

-45%

Higher net margin than 20% of similar nonprofits.

2022 filings • NTEE B82 • <$500k nonprofits • Source year 2022

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.

2022 filings • NTEE B82 • <$500k nonprofits • Source year 2022

Asset Growth

7th percentile

-46%

Faster asset growth than 7% of similar nonprofits.

2022 filings • NTEE B82 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

53rd percentile

7.7%

Faster revenue growth than 53% of similar nonprofits.

2022 filings • NTEE B82 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Flat

$64,848

Flat from 2022

Net Assets

Flat

$54,350

Flat from 2022

Liabilities

Flat

$10,498

Flat from 2022

Revenue

Flat

$119,377

Flat from 2022

Expenses

Flat

$172,585

Flat from 2022

Net Income

Flat

-$53,208

Flat from 2022

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2011: $44,710Liabilities 2011: $0Net Assets 2011: $44,7102011Assets 2012: $82,586Liabilities 2012: $0Net Assets 2012: $82,5862012Assets 2013: $95,021Liabilities 2013: $0Net Assets 2013: $95,0212013Assets 2014: $43,170Liabilities 2014: $0Net Assets 2014: $43,1702014Assets 2015: $49,648Liabilities 2015: $0Net Assets 2015: $49,6482015Assets 2016: $134,596Liabilities 2016: $0Net Assets 2016: $134,5962016Assets 2017: $150,658Liabilities 2017: $8,810Net Assets 2017: $141,8482017Assets 2018: $112,325Liabilities 2018: $4,964Net Assets 2018: $107,3612018Assets 2019: $121,966Liabilities 2019: $27,839Net Assets 2019: $94,1272019Assets 2020: $83,785Liabilities 2020: $2,987Net Assets 2020: $80,7982020Assets 2021: $121,173Liabilities 2021: $13,615Net Assets 2021: $107,5582021Assets 2022: $64,848Liabilities 2022: $10,498Net Assets 2022: $54,3502022Assets 2022: $64,848Liabilities 2022: $10,498Net Assets 2022: $54,3502022Assets 2023: $78,568Liabilities 2023: $8,407Net Assets 2023: $70,1612023Assets 2024: $85,651Liabilities 2024: $2,815Net Assets 2024: $82,8362024

Highlighted filing

2022

Assets$64,848
Liabilities$10,498
Net Assets$54,350

Operations Trend

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

$400K$200K$0-$200KRevenue 2011: $29,081Expenses 2011: $10,219Net Income 2011: $18,8622011Revenue 2012: $105,728Expenses 2012: $67,852Net Income 2012: $37,8762012Revenue 2013: $121,485Expenses 2013: $133,205Net Income 2013: -$11,7202013Revenue 2014: $368,207Expenses 2014: $370,708Net Income 2014: -$2,5012014Revenue 2015: $209,281Expenses 2015: $181,996Net Income 2015: $27,2852015Revenue 2016: $228,591Expenses 2016: $134,596Net Income 2016: $93,9952016Revenue 2017: $170,288Expenses 2017: $163,036Net Income 2017: $7,2522017Revenue 2018: $159,455Expenses 2018: $193,942Net Income 2018: -$34,4872018Revenue 2019: $170,374Expenses 2019: $184,561Net Income 2019: -$14,1872019Revenue 2020: $87,562Expenses 2020: $100,855Net Income 2020: -$13,2932020Revenue 2021: $110,880Expenses 2021: $84,003Net Income 2021: $26,8772021Revenue 2022: $119,377Expenses 2022: $172,585Net Income 2022: -$53,2082022Revenue 2022: $119,377Expenses 2022: $172,585Net Income 2022: -$53,2082022Revenue 2023: $112,406Expenses 2023: $96,594Net Income 2023: $15,8122023Revenue 2024: $123,234Expenses 2024: $110,559Net Income 2024: $12,6752024

Highlighted filing

2022

Revenue$119,377
Expenses$172,585
Net Income-$53,208
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 16, 2023
Return Version
2022v5.0
Gross Receipts
$119,377
Mission and Program Overview

Mission

Support of larger charitable organizations for the benefit of sick and needy children, direct financial aid to needy families with sick children, a scholarship program, and assistance to those serving in the military

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$85,243$33,903▼ $51,340
Savings and Temporary Cash Investments$25,355$25,137▼ $218
Accounts Receivable$10,575$5,808▼ $4,767
Total Assets$121,173$64,848▼ $56,325
Liabilities
Accounts Payable and Accrued Expenses$13,615$10,498▼ $3,117
Total Liabilities$13,615$10,498▼ $3,117
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$107,558$54,350▼ $53,208
Total Net Assets Fund Balance$107,558$54,350▼ $53,208
Total Liabilities and Net Assets / Fund Balance$121,173$64,848▼ $56,325
Compensation and Service Providers

Board Members and Trustees

NameTitle
Bree ShaneTrustee
Jessica Alpert ITrustee
Judith ShaneTrustee
Steve FullerTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$119,295
Program Service Revenue
$0
Investment Income
$82
Other Revenue
$0
Change in Net Assets
$-53,208
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$88,862
Other Expenses$79,804
Professional Fundraising Fees$3,919
Total Fundraising Expense$3,919
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$56,750--$56,750
Grants to Domestic Individuals$32,112--$32,112
Office Expenses$10,742--$10,742
Travel$4,841--$4,841
Advertising-$4,810-$4,810
Fees for Services Professional Fundraising--$3,919$3,919
Insurance-$1,764-$1,764
Other Expenses$1,610--$1,610
Total Functional Expenses$162,092$6,574$3,919$172,585
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Robert Wood Johnson HospitalHamilton, NJ-New Rehabilitation Room-
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$3,919

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing----
St Patrick----
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Officer directors etc family relationship Part VI line 2

There are family relationships among three voting trustees

Committee meeting documentation Part VI line 8B

The organization acts as a committe of the whole.

Form 990 governing body review Part VI line 11

Trustee reviews form 990 with the tax preparer and provides the form to all board members

Conflict of interest policy compliance Part VI line 12C

Conflict of interest policy is in effect for all board members.

Governing documents etc available to public Part VI line 19

No documents are available to the public except form 990

Filing and Contact Details

Filer

Filer Name
Joshua Harr Shane Foundation Inc
EIN
20-3549310
Address
6 COBBLESTONE BOULEVARD, MONROE TOWNSHIP, NJ 08831

Signing Officer

Name
Judith Shane
Title
President
Phone
7327137549
Signed
2023-10-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Judith Shane
Formed
2001
Legal Domicile
Nj
Voting Board Members
5
Independent Board Members
0
Employees
0
Volunteers
5

Preparer

Firm
Steinberg Enterprises LLC
Address
119 Tunicflower Lane, Princeton Junction, NJ 08550
Preparer
Leonard Steinberg EA
Phone
6094480384
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE ARE FAMILY RELATIONSHIPS AMONG THREE VOTING TRUSTEES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION ACTS AS A COMMITTE OF THE WHOLE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TRUSTEE REVIEWS FORM 990 WITH THE TAX PREPARER AND PROVIDES THE FORM TO ALL BOARD MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CONFLICT OF INTEREST POLICY IS IN EFFECT FOR ALL BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NO DOCUMENTS ARE AVAILABLE TO THE PUBLIC EXCEPT FORM 990
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Officer directors etc family relationship Part VI line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Committee meeting documentation Part VI line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Governing documents etc available to public Part VI line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0NJ
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0121173
IRS990/TotalAssetsEOYAmt064848
IRS990/TotalAssetsGrp/BOYAmt0121173
IRS990/TotalAssetsGrp/EOYAmt064848
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0119295
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt03919
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt06574
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0162092
IRS990/TotalFunctionalExpensesGrp/TotalAmt0172585
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt013615
IRS990/TotalLiabilitiesEOYAmt010498
IRS990/TotalLiabilitiesGrp/BOYAmt013615
IRS990/TotalLiabilitiesGrp/EOYAmt010498
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0107558
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt054350
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0162092
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt082
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0119377
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0121173
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt064848
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt04841
IRS990/TravelGrp/TotalAmt04841
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0JOSHUAHARRSHANE.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JUDITH SHANE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07327137549
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOSHUA HARR SHANE FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0JOSH
ReturnHeader/Filer/EIN0203549310
ReturnHeader/Filer/USAddress/AddressLine1Txt06 COBBLESTONE BOULEVARD
ReturnHeader/Filer/USAddress/CityNm0MONROE TOWNSHIP
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd008831
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0010891462
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Steinberg Enterprises LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0119 Tunicflower Lane
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Princeton Junction
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd008550
ReturnHeader/PreparerPersonGrp/PhoneNum06094480384
ReturnHeader/PreparerPersonGrp/PreparationDt02023-10-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Leonard Steinberg EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-10-16T17:35:21-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JUDITH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SHANE
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.86$0.03$0.83$1.23$1.11$0.13
2023Summary only. Only limited summary data is available for this year.$0.79$0.08$0.70$1.12$0.97$0.16
2022Detailed filing. Detailed filing data is available for this year.$0.65$0.10$0.54$1.19$1.73$0.53
2022Summary only. Only limited summary data is available for this year.$0.65$0.10$0.54$1.19$1.73$0.53
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.21$0.14$1.08$1.11$0.84$0.27
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.84$0.03$0.81$0.88$1.01$0.13
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.22$0.28$0.94$1.70$1.85$0.14
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.12$0.05$1.07$1.59$1.94$0.34
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.51$0.09$1.42$1.70$1.63$0.07
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.35$0.00$1.35$2.29$1.35$0.94
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.50$0.00$0.50$2.09$1.82$0.27
2014Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$3.68$3.71$0.03
2013Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$1.21$1.33$0.12
2012Summary only. Only limited summary data is available for this year.$0.83$0.00$0.83$1.06$0.68$0.38
2011Summary only. Only limited summary data is available for this year.$0.45$0.00$0.45$0.29$0.10$0.19