Civic Intelligence

Mildred H Rosa Charitable Trust

990 • Fiscal year 2017 • EIN 22-2380072

Jan 01, 2017 to Dec 31, 2017 • Filed on Sep 26, 2018

Organization ProfileN/A
25 Sycamore Avenue No 101Little Silver, NJ 07739

(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.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

14th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

1st percentile

-241%

Higher net margin than 1% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

11th percentile

-11%

Faster asset growth than 11% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

3rd percentile

-63%

Faster revenue growth than 3% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets14th percentile

Assets

Down

$2,633,101

Down $311,686 (-11%) from 2016

Net Assets

Down

$2,633,101

Down $311,686 (-11%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin1st percentile

Revenue

Down

$127,442

Down $221,242 (-63%) from 2016

Expenses

Down

$435,180

Down $50,151 (-10%) from 2016

Net Income

Down

-$307,738

Down $171,091 (-125%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth11th 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 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

2017

Assets$2,633,101
Liabilities$0
Net Assets$2,633,101
Open 2017 Filing

Operations Trend

Revenue Growth3rd 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 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

2017

Revenue$127,442
Expenses$435,180
Net Income-$307,738
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Sep 26, 2018
Return Version
2017v2.3
Gross Receipts
$696,725
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$2,944,787$2,633,101▼ $311,686
Investments in Publicly Traded Securities$2,726,382$2,435,669▼ $290,713
Investments Other Securities$214,718$154,260▼ $60,458
Savings and Temporary Cash Investments$3,687$43,172▲ $39,485
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$2,944,787$2,633,101▼ $311,686
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,944,787$2,633,101▼ $311,686
Total Liabilities and Net Assets / Fund Balance$2,944,787$2,633,101▼ $311,686

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$32,254--
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
$127,442
Other Revenue
$0
Change in Net Assets
$-307,738
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$392,500
Other Expenses$42,680
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$392,500--$392,500
Fees for Service Investment Mgmnt Fees-$39,221-$39,221
Fees for Services Accounting-$3,150-$3,150
Other Expenses-$309-$309
Total Functional Expenses$392,500$42,680$0$435,180
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Jersey Shore Medical CenterNeptune, NJ501 (c) (3)To Purchase Medical Equipment and Help Fund Other Medical Programs.$392,500
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
25 SYCAMORE AVENUE NO 101, LITTLE SILVER, NJ 07739

Signing Officer

Name
David Epstein
Title
Trustee
Phone
7322120400
Signed
2018-09-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David 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
Kim Brandley
Phone
7325780700
Raw XML AppendixShowing 400 of 424 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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IRS990ScheduleI/RecipientTable/IRCSectionDesc0501 (C) (3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO PURCHASE MEDICAL EQUIPMENT AND HELP FUND OTHER MEDICAL PROGRAMS.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0JERSEY SHORE MEDICAL CENTER
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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.
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IRS990/UnrelatedBusIncmOverLimitInd00
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IRS990/USAddress/AddressLine1Txt025 SYCAMORE AVENUE NO 101
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IRS990/USAddress/ZIPCd007739
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID EPSTEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07322120400
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-09-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MILDRED H ROSA CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0MILD
ReturnHeader/Filer/EIN0222380072
ReturnHeader/Filer/PhoneNum07329220438
ReturnHeader/Filer/USAddress/AddressLine1Txt025 SYCAMORE AVENUE NO 101

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,633,101
Liabilities
$0
Net assets
$2,633,101
Revenue
$127,442
Expenses
$435,180
Net income
-$307,738
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
2017Detailed filing. Detailed filing data is available for this year.$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
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)3 • $1M-$5M nonprofits