Civic Intelligence

Mildred H Rosa Charitable Trust

990 • Fiscal year 2016 • EIN 22-2380072

Jan 01, 2016 to Dec 31, 2016 • Filed on Jun 26, 2017

Organization ProfileN/A
7333 SCOTLAND WAY 1317 No 2213Sarasota, FL 34238-8540

(732) 922-0438

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

14th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

9th percentile

-39%

Higher net margin than 9% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

23rd percentile

-4.4%

Faster asset growth than 23% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

97th percentile

204%

Faster revenue growth than 97% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets14th percentile

Assets

Flat

$2,944,787

Flat from 2016

Net Assets

Flat

$2,944,787

Flat from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin9th percentile

Revenue

Flat

$348,684

Flat from 2016

Expenses

Flat

$485,331

Flat from 2016

Net Income

Flat

-$136,647

Flat from 2016

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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 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 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

2016

Assets$2,944,787
Liabilities$0
Net Assets$2,944,787
Open 2016 Filing

Operations Trend

Revenue Growth97th percentile

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

$1.0M$500K$0-$500KExpenses 2011: $63,1692011Revenue 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 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

2016

Revenue$348,684
Expenses$485,331
Net Income-$136,647
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jun 26, 2017
Return Version
2016v3.0
Gross Receipts
$891,231
Mission and Program Overview

Mission

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

To provide jersey shore medical center with funds to support various programs and to acquire medical equipment

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$3,081,434$2,944,787▼ $136,647
Investments in Publicly Traded Securities$2,753,309$2,726,382▼ $26,927
Investments Other Securities$288,409$214,718▼ $73,691
Savings and Temporary Cash Investments$39,716$3,687▼ $36,029
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$3,081,434$2,944,787▼ $136,647
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,081,434$2,944,787▼ $136,647
Total Liabilities and Net Assets / Fund Balance$3,081,434$2,944,787▼ $136,647

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$66,948--
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Martin J EpsteinPresident - Treasurer
John LloydSECT'Y. - TRUSTEE
David M EpsteinTrustee
Pamela TalericoTrustee
Peter FalvoTrustee
Raymond Masterson MDTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$348,682
Other Revenue
$2
Change in Net Assets
$-136,647
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$442,500
Other Expenses$42,831
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$442,500--$442,500
Fees for Service Investment Mgmnt Fees-$39,611-$39,611
Fees for Services Accounting-$3,150-$3,150
Other Expenses-$70-$70
Total Functional Expenses$442,500$42,831$0$485,331
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Jersey Shore Medical CenterNeptune, NJ501 (c) (3)To Purchase Medical Equipment and Help Fund Other Medical Programs.$442,500
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 2

“Martin epstein and david epstein are father and son.”

Form 990, Part VI, Section A, line 8B

“The 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.”

Form 990, Part VI, Section B, line 11B

“The organization's 990 was presented at the annual governing body meeting before it was filed with the proper authorities.”

Form 990, Part VI, Section C, line 19

“The organization makes its governing documents available upon request.”

Filing and Contact Details

Filer

Filer Name
Mildred H Rosa Charitable Trust
EIN
22-2380072
Phone
7329220438
Address
7333 SCOTLAND WAY 1317 No 2213, SARASOTA, FL 34238-8540

Signing Officer

Name
Martin J Epstein
Title
President-treasurer
Phone
7329220438
Signed
2017-06-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Martin J Epstein
Formed
1981
Legal Domicile
Nj
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
0

Preparer

Firm
Cohnreznick Llp
Address
23 CHRISTOPHER WAY, EATONTOWN, NJ 07724
Preparer
Patrick Carestia
Phone
7325780700
Raw XML AppendixShowing 400 of 425 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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IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd01
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt03600912
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt03771111
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt0165918
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt0229998
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt03434994
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt03541113
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt054014
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt056567
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt03546898
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt03714544
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt0124141
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt0130009
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt03600912
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt03771111
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt0124141
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt0130009
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0222342452
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0442500
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0jerSEY SHORE MEDICAL CENTER
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt0442500
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0147770
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt166948
IRS990ScheduleD/OtherSecuritiesGrp/Desc0us treasury bonds
IRS990ScheduleD/OtherSecuritiesGrp/Desc1us goverment agency obligations
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1C
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0214718
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0442500
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501 (C) (3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO PURCHASE MEDICAL EQUIPMENT AND HELP FUND OTHER MEDICAL PROGRAMS.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0JERSEY SHORE MEDICAL CENTER
IRS990ScheduleI/RecipientTable/RecipientEIN0222342452
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01945 CORLIES AVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0NEPTUNE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NJ
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd007753
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0all grants are given to the supported organization, and therefore use of funds can be monitored.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MARTIN EPSTEIN AND DAVID EPSTEIN ARE FATHER AND SON.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 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/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION'S 990 WAS PRESENTED AT THE ANNUAL GOVERNING BODY MEETING BEFORE IT WAS FILED WITH THE PROPER AUTHORITIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, line 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03081434
IRS990/TotalAssetsEOYAmt02944787
IRS990/TotalAssetsGrp/BOYAmt03081434
IRS990/TotalAssetsGrp/EOYAmt02944787
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt042831
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0442500
IRS990/TotalFunctionalExpensesGrp/TotalAmt0485331
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03081434
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02944787
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0442500
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0348684
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0348684
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03081434
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02944787
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt07333 SCOTLAND WAY 1317 No 2213
IRS990/USAddress/CityNm0SARASOTA
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd0342388540
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARTIN J EPSTEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT-TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07329220438
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-06-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MILDRED H ROSA CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0MILD
ReturnHeader/Filer/EIN0222380072
ReturnHeader/Filer/PhoneNum07329220438

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,944,787
Liabilities
$0
Net assets
$2,944,787
Revenue
$348,684
Expenses
$485,331
Net income
-$136,647
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
2016Detailed filing. Detailed filing data is available for this year.$2.94$0.00$2.94$0.35$0.49$0.14
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
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