Civic Intelligence

Mildred H Rosa Charitable Trust

990 • Fiscal year 2012 • EIN 22-2380072

Jan 01, 2012 to Dec 31, 2012 • Filed on Jul 22, 2013

7 Centre Street No 221307712
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$3,055,787

Flat from 2012

Net Assets

Flat

$3,055,787

Flat from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$214,766

Flat from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $2,938,660Liabilities 2011: $0Net Assets 2011: $2,938,6602011Assets 2012: $3,055,787Liabilities 2012: $0Net Assets 2012: $3,055,7872012Assets 2012: $3,055,787Liabilities 2012: $0Net Assets 2012: $3,055,7872012Assets 2013: $3,096,967Liabilities 2013: $0Net Assets 2013: $3,096,9672013Assets 2014: $3,229,503Liabilities 2014: $0Net Assets 2014: $3,229,5032014Assets 2015: $3,081,434Liabilities 2015: $0Net Assets 2015: $3,081,4342015Assets 2016: $2,944,787Liabilities 2016: $0Net Assets 2016: $2,944,7872016Assets 2017: $2,633,101Liabilities 2017: $0Net Assets 2017: $2,633,1012017Assets 2018: $2,686,316Liabilities 2018: $0Net Assets 2018: $2,686,3162018Assets 2019: $2,665,985Liabilities 2019: $0Net Assets 2019: $2,665,9852019Assets 2020: $2,529,870Liabilities 2020: $0Net Assets 2020: $2,529,8702020Assets 2021: $2,348,784Liabilities 2021: $0Net Assets 2021: $2,348,7842021Assets 2022: $2,376,621Liabilities 2022: $0Net Assets 2022: $2,376,6212022Assets 2023: $2,362,331Liabilities 2023: $0Net Assets 2023: $2,362,3312023

Highlighted filing

2012

Assets$3,055,787
Liabilities$0
Net Assets$3,055,787

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2011: $63,1692011Expenses 2012: $214,7662012Revenue 2012: $331,893Expenses 2012: $214,766Net Income 2012: $117,1272012Revenue 2013: $444,054Expenses 2013: $402,874Net Income 2013: $41,1802013Revenue 2014: $535,543Expenses 2014: $403,007Net Income 2014: $132,5362014Revenue 2015: $114,768Expenses 2015: $262,837Net Income 2015: -$148,0692015Revenue 2016: $348,684Expenses 2016: $485,331Net Income 2016: -$136,6472016Revenue 2017: $127,442Expenses 2017: $435,180Net Income 2017: -$307,7382017Revenue 2018: $92,220Expenses 2018: $39,005Net Income 2018: $53,2152018Revenue 2019: $263,789Expenses 2019: $284,120Net Income 2019: -$20,3312019Revenue 2020: -$43,866Expenses 2020: $92,249Net Income 2020: -$136,1152020Revenue 2021: $68,678Expenses 2021: $249,764Net Income 2021: -$181,0862021Revenue 2022: $77,262Expenses 2022: $49,425Net Income 2022: $27,8372022Revenue 2023: $130,779Expenses 2023: $145,069Net Income 2023: -$14,2902023

Highlighted filing

2012

Revenue-
Expenses$214,766
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Jul 22, 2013
Return Version
2012v2.1
Gross Receipts
$1,229,257
Mission and Program Overview

Mission

To provide jersey shore medical center with funds for equipment purchases and other hospital programs.

Filing and Contact Details

Filer

EIN
22-2380072
Raw XML Appendix323 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
IRS990/AccountantCompileOrReview00
IRS990/ActivitiesConductedPartnership00
IRS990/ActivityOrMissionDescription0TO PROVIDE JERSEY SHORE MEDICAL CENTER WITH FUNDS TO SUPPORT VARIOUS PROGRAMS AND TO ACQUIRE MEDICAL EQUIPMENT
IRS990/AddressPrincipalOfficerUS/AddressLine107 CENTRE STREET NO 2213
IRS990/AddressPrincipalOfficerUS/City0OCEAN
IRS990/AddressPrincipalOfficerUS/State0NJ
IRS990/AddressPrincipalOfficerUS/ZIPCode007712
IRS990/BenefitsPaidToMembersCY00
IRS990/BenefitsPaidToMembersPriorYear00
IRS990/BsnssRltnshpThruFamilyMember00
IRS990/BsnssRltnshpWithOrganization00
IRS990/CapStckTrstPrinCurrentFunds/BOY00
IRS990/CapStckTrstPrinCurrentFunds/EOY00
IRS990/ChangesToOrganizingDocs00
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IRS990/ContributionsGrantsPriorYear00
IRS990/CreditCounseling00
IRS990/DecisionsSubjectToApproval00
IRS990/DeductibleContributionsOfArt00
IRS990/DeductibleNonCashContributions00
IRS990/DelegationOfManagementDuties00
IRS990/DescribedIn501C301
IRS990/Description0JERSEY SHORE MEDICAL CENTER EQUIPMENT PURCHASES AND OTHER HOSPITAL PROGRAMS
IRS990/DisregardedEntity00
IRS990/DocumentRetentionPolicy00
IRS990/DonorAdvisedFunds00
IRS990/DoNotFollowSFAS1170X
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IRS990/Form990PartVIISectionA/AverageHoursPerWeek35.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek45.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek55.00
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector0X
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IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector3X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector4X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector5X
IRS990/Form990PartVIISectionA/NamePerson0MARTIN J EPSTEIN
IRS990/Form990PartVIISectionA/NamePerson1JOHN LLOYD
IRS990/Form990PartVIISectionA/NamePerson2PAMELA TALERICO
IRS990/Form990PartVIISectionA/NamePerson3DAVID M EPSTEIN
IRS990/Form990PartVIISectionA/NamePerson4LEONARD ZAWODNIAK MD
IRS990/Form990PartVIISectionA/NamePerson5PETER FALVO
IRS990/Form990PartVIISectionA/Officer0X
IRS990/Form990PartVIISectionA/Officer1X
IRS990/Form990PartVIISectionA/OtherCompensation00
IRS990/Form990PartVIISectionA/OtherCompensation10
IRS990/Form990PartVIISectionA/OtherCompensation20
IRS990/Form990PartVIISectionA/OtherCompensation30
IRS990/Form990PartVIISectionA/OtherCompensation40
IRS990/Form990PartVIISectionA/OtherCompensation50
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization00
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IRS990/Form990PartVIISectionA/ReportableCompFromOrganization20
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization30
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization40
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization50
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs00
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IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs40
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs50
IRS990/Form990PartVIISectionA/Title0PRESIDENT - TREASURER
IRS990/Form990PartVIISectionA/Title1SECT'Y. - TRUSTEE
IRS990/Form990PartVIISectionA/Title2TRUSTEE
IRS990/Form990PartVIISectionA/Title3TRUSTEE
IRS990/Form990PartVIISectionA/Title4TRUSTEE
IRS990/Form990PartVIISectionA/Title5TRUSTEE
IRS990/Form990ProvidedToGoverningBody01
IRS990/FormersListed00
IRS990/FSAudited00
IRS990/FundraisingActivities00
IRS990/FundsToPayPremiums00
IRS990/GainOrLoss/Securities0223259
IRS990/Gaming00
IRS990/Grants0169000
IRS990/GrantsAndSimilarAmntsCY0169000
IRS990/GrantsAndSimilarAmntsPriorYear017500
IRS990/GrantsToDomesticOrgs/ProgramServices0169000
IRS990/GrantsToDomesticOrgs/Total0169000
IRS990/GrantsToIndividuals00
IRS990/GrantsToOrganizations01
IRS990/GrantToRelatedPerson00
IRS990/GrossAmountSalesAssets/Securities01120623
IRS990/GrossReceipts01229257
IRS990/GroupReturnForAffiliates00
IRS990/Hospital00
IRS990/IndependentAuditFinancialStmt00
IRS990/IndoorTanningServices00
IRS990/InfoInScheduleOPartVI0X
IRS990/InvestmentIncomeCurrentYear0329170
IRS990/InvestmentIncome/ExclusionAmount0105911
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IRS990/InvestmentIncome/TotalRevenueColumn0105911
IRS990/InvestmentInJointVenture00
IRS990/InvestmentsPubTradedSecurities/BOY02729354
IRS990/InvestmentsPubTradedSecurities/EOY02956562
IRS990/LessCostOthBasisSalesExpenses/Securities0897364
IRS990/LoanToOfficerOrDQP00
IRS990/LobbyingActivities00
IRS990/LocalChapters00
IRS990/MaterialDiversionOrMisuse00
IRS990/MembersOrStockholders00
IRS990/MethodOfAccountingCash0X
IRS990/MinutesOfCommittees00
IRS990/MinutesOfGoverningBody01
IRS990/MissionDescription0TO PROVIDE JERSEY SHORE MEDICAL CENTER WITH FUNDS FOR EQUIPMENT PURCHASES AND OTHER HOSPITAL PROGRAMS.
IRS990/MoreThan5000KToIndividuals00
IRS990/MoreThan5000KToOrganizations00
IRS990/NameOfPrincipalOfficerPerson0MARTIN J EPSTEIN
IRS990/NbrIndependentVotingMembers06
IRS990/NbrVotingGoverningBodyMembers06
IRS990/NbrVotingMembersGoverningBody06
IRS990/NetAssetsOrFundBalancesBOY02938660
IRS990/NetAssetsOrFundBalancesEOY03055787
IRS990/NetGainOrLossInvestments/ExclusionAmount0223259
IRS990/NetGainOrLossInvestments/TotalRevenueColumn0223259
IRS990/NetUnrelatedBusinessTxblIncome00
IRS990/NoListedPersonsCompensated0X
IRS990/NonDeductibleContributions00
IRS990/NumberFormsTransmittedWith109600
IRS990/NumberIndependentVotingMembers06
IRS990/NumberIndividualsGT100K00
IRS990/NumberOfContractorsGT100K00
IRS990/NumberOfEmployees00
IRS990/NumberW2GIncluded00
IRS990/OfficerEntityWithBsnssRltnshp00
IRS990/OfficerMailingAddress00
IRS990/Organization501c30X
IRS990/OtherExpensePriorYear045669
IRS990/OtherExpensesCurrentYear045766
IRS990/OtherExpenses/Description0MISC
IRS990/OtherExpenses/Description1FOREIGN TAXES PAID
IRS990/OtherExpenses/Description2BANK FEES
IRS990/OtherExpenses/ManagementAndGeneral0426
IRS990/OtherExpenses/ManagementAndGeneral1165
IRS990/OtherExpenses/ManagementAndGeneral240
IRS990/OtherExpenses/Total0426
IRS990/OtherExpenses/Total1165
IRS990/OtherExpenses/Total240
IRS990/OtherRevenueCurrentYear02723
IRS990/OtherRevenueMisc/BusinessCode0900099
IRS990/OtherRevenueMisc/BusinessCode1900099
IRS990/OtherRevenueMisc/Description0CAPITAL GAIN DISTRIBUTION
IRS990/OtherRevenueMisc/Description1NONDIVIDEND DISTRIBUTION
IRS990/OtherRevenueMisc/ExclusionAmount02596
IRS990/OtherRevenueMisc/ExclusionAmount1127
IRS990/OtherRevenueMisc/TotalRevenueColumn02596
IRS990/OtherRevenueMisc/TotalRevenueColumn1127
IRS990/OtherRevenuePriorYear024
IRS990/PaidInCapSrplsLandBldgEqpFund/BOY00
IRS990/PaidInCapSrplsLandBldgEqpFund/EOY00
IRS990/PartialLiquidation00
IRS990/PoliticalActivities00
IRS990/PremiumsPaid00
IRS990/PriorExcessBenefitTransaction00
IRS990/ProfessionalFundraising00
IRS990/ProgramServiceRevenueCY00
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IRS990/ProhibitedTaxShelterTrans00
IRS990/QuidProQuoContributions00
IRS990/ReconcilationOtherChanges00
IRS990/ReconcilationRevenueExpenses0117127
IRS990/RelatedEntity00
IRS990/RelatedOrgControlledEntity00
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IRS990/RetainedEarningsEndowmentEtc/BOY02938660
IRS990/RetainedEarningsEndowmentEtc/EOY03055787
IRS990/RevenuesLessExpensesCY0117127
IRS990/RevenuesLessExpensesPriorYear089375
IRS990/SalariesEtcCurrentYear00
IRS990/SalariesEtcPriorYear00
IRS990/SavingsAndTempCashInvestments/BOY0209306
IRS990/SavingsAndTempCashInvestments/EOY099225
IRS990ScheduleA/ContribBy35ControlledEntity00
IRS990ScheduleA/ContribByControllingIndividual00
IRS990ScheduleA/ContributionByRelatedParty00
IRS990ScheduleA/SumOfAmounts0169000
IRS990ScheduleA/SupportedOrgInformation/Amount0169000
IRS990ScheduleA/SupportedOrgInformation/EIN0222342452
IRS990ScheduleA/SupportedOrgInformation/ListedInGoverningDoc01
IRS990ScheduleA/SupportedOrgInformation/Name/BusinessNameLine10JERSEY SHORE MEDICAL CENTER
IRS990ScheduleA/SupportedOrgInformation/OrganizedInUS01
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IRS990ScheduleA/SupportedOrgInformation/TypeOfOrganization07
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IRS990ScheduleI/RecipientTable/AddressUS/AddressLine101945 CORLIES AVE
IRS990ScheduleI/RecipientTable/AddressUS/City0NEPTUNE
IRS990ScheduleI/RecipientTable/AddressUS/State0NJ
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode007753
IRS990ScheduleI/RecipientTable/AmountOfCashGrant0169000
IRS990ScheduleI/RecipientTable/EINOfRecipient0222342452
IRS990ScheduleI/RecipientTable/IRCSection0501 (C) (3)
IRS990ScheduleI/RecipientTable/MethodOfValuation0CASH
IRS990ScheduleI/RecipientTable/PurposeOfGrant0TO PURCHASE MEDICAL EQUIPMENT AND HELP FUND OTHER MEDICAL PROGRAMS.
IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine10JERSEY SHORE MEDICAL CENTER
IRS990ScheduleI/RecordsMaintained00
IRS990/ScheduleJRequired00
IRS990ScheduleO/GeneralExplanation/Explanation0MARTIN EPSTEIN AND DAVID EPSTEIN ARE FATHER AND SON.
IRS990ScheduleO/GeneralExplanation/Explanation1THE ORGANIZATION DOCUMENTED THE MINUTES OF THE MEETINGS HELD AND ACTIONS TAKEN BY THE GOVERNING BODY SINCE ALL THE TRUSTEES AND OFFICERS OF THE ORGANIZATION WERE PRESENT AT THE MEETINGS HELD.
IRS990ScheduleO/GeneralExplanation/Explanation2THE ORGANIZATION'S 990 WAS PRESENTED AT THE ANNUAL GOVERNING BODY MEETING BEFORE IT WAS FILED WITH THE PROPER AUTHORITIES.
IRS990ScheduleO/GeneralExplanation/Explanation3THE ORGANIZATION MAKES IT'S GOVERNING DOCUMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART VI, SECTION C, LINE 19
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IRS990/TheBooksAreInCareOf/AddressUS/City0OCEAN
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IRS990/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10MARTIN J EPSTEIN
IRS990/TheBooksAreInCareOf/TelephoneNumber07329220438
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IRS990/TotalAssetsBOY02938660
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IRS990/TotalLiabilitiesEOY00
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IRS990/TotalNbrEmployees00
IRS990/TotalNbrVolunteers00
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IRS990/TotalOtherCompensation00
IRS990/TotalOtherRevenue02723
IRS990/TotalProfFundrsngExpCY00
IRS990/TotalProfFundrsngExpPriorYear00
IRS990/TotalProgramServiceExpense0169000
IRS990/TotalReportableCompFrmRltdOrgs00
IRS990/TotalReportableCompFromOrg00
IRS990/TotalRevenueCurrentYear0331893
IRS990/TotalRevenue/ExclusionAmount0331893
IRS990/TotalRevenuePriorYear0152544
IRS990/TotalRevenue/RelatedOrExemptFunctionIncome00
IRS990/TotalRevenue/TotalRevenueColumn0331893
IRS990/TotalRevenue/UnrelatedBusinessRevenue00
IRS990/TransfersToExemptNonChrtblOrg00
IRS990/TypeOfOrganizationTrust0X
IRS990/UnrelatedBusinessIncome00
IRS990/UponRequest0X
IRS990/WebSite0N/A
IRS990/WhistleblowerPolicy00
IRS990/YearFormation01981
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0222380072
ReturnHeader/Filer/Name/BusinessNameLine10MILDRED H ROSA CHARITABLE TRUST
ReturnHeader/Filer/NameControl0MILD
ReturnHeader/Filer/Phone07329220438
ReturnHeader/Filer/USAddress/AddressLine107 CENTRE STREET NO 2213
ReturnHeader/Filer/USAddress/City0OCEAN
ReturnHeader/Filer/USAddress/State0NJ
ReturnHeader/Filer/USAddress/ZIPCode007712
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-07-22
ReturnHeader/Officer/Name0MARTIN J EPSTEIN
ReturnHeader/Officer/Phone07329220438
ReturnHeader/Officer/Title0PRESIDENT-TREASURER
ReturnHeader/PreparerFirm/EIN0221478099
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10COHNREZNICK LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1023 CHRISTOPHER WAY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0EATONTOWN
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0NJ
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode007724
ReturnHeader/Preparer/Name0MORRIS I PINKOWITZ CPA
ReturnHeader/Preparer/Phone07325780700
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-07-26T12:04:34-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$2.36$0.00$2.36$0.13$0.15$0.01
2022Summary only. Only limited summary data is available for this year.$2.38$0.00$2.38$0.08$0.05$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.35$0.00$2.35$0.07$0.25$0.18
2020Summary only. Only limited summary data is available for this year.$2.53$0.00$2.53$0.04$0.09$0.14
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.67$0.00$2.67$0.26$0.28$0.02
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.69$0.00$2.69$0.09$0.04$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.63$0.00$2.63$0.13$0.44$0.31
2016Summary only. Only limited summary data is available for this year.$2.94$0.00$2.94$0.35$0.49$0.14
2015Detailed filing. Detailed filing data is available for this year.$3.08$0.00$3.08$0.11$0.26$0.15
2014Detailed filing. Detailed filing data is available for this year.$3.23$0.00$3.23$0.54$0.40$0.13
2013Detailed filing. Detailed filing data is available for this year.$3.10$0.00$3.10$0.44$0.40$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.06$0.00$3.06$0.21
2012Summary only. Only limited summary data is available for this year.$3.06$0.00$3.06$0.33$0.21$0.12
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.94$0.00$2.94$0.06