Civic Intelligence

Mildred H Rosa Charitable Trust

990 • Fiscal year 2019 • EIN 22-2380072

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 27, 2020

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

(732) 212-0400

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

15th percentile

0.00x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

23rd percentile

-7.7%

Higher net margin than 23% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

36th percentile

-0.8%

Faster asset growth than 36% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

96th percentile

186%

Faster revenue growth than 96% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$2,665,985

Down $20,331 (-0.8%) from 2018

Net Assets

Down

$2,665,985

Down $20,331 (-0.8%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin23rd percentile

Revenue

Up

$263,789

Up $171,569 (+186%) from 2018

Expenses

Up

$284,120

Up $245,115 (+628%) from 2018

Net Income

Down

-$20,331

Down $73,546 (-138%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth36th 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

2019

Assets$2,665,985
Liabilities$0
Net Assets$2,665,985
Open 2019 Filing

Operations Trend

Revenue Growth96th 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

2019

Revenue$263,789
Expenses$284,120
Net Income-$20,331
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 27, 2020
Return Version
2019v5.1
Gross Receipts
$626,089
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$2,686,316$2,665,985▼ $20,331
Investments in Publicly Traded Securities$2,353,821$2,218,486▼ $135,335
Savings and Temporary Cash Investments$178,235$293,239▲ $115,004
Investments Other Securities$154,260$154,260→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$2,686,316$2,665,985▼ $20,331
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,686,316$2,665,985▼ $20,331
Total Liabilities and Net Assets / Fund Balance$2,686,316$2,665,985▼ $20,331

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$32,254--
Compensation and Service Providers
Top Officer Pay36th percentile

Board Members and Trustees

NameTitle
David M EpsteinPresident - Treasurer
John LloydSECT'Y. - TRUSTEE
Martin J EpsteinTrustee
Peter FalvoTrustee
Raymond Masterson MdTrustee
Tessie Epstein ClevyTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$263,789
Other Revenue
$0
Change in Net Assets
$-20,331
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$284,120
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees-$283,895-$283,895
Other Expenses-$225-$225
Total Functional Expenses$0$284,120$0$284,120
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 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
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
7322120400
Address
25 SYCAMORE AVENUE NO 101, LITTLE SILVER, NJ 07739

Signing Officer

Name
David Epstein
Title
Trustee
Phone
7322120400
Signed
2020-10-27
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
101 CRAWFORDS CORNER ROAD SUITE, 2316, HOLMDEL, NJ 07733
Preparer
Lori Rothe Yokobosky CPA
Phone
7325780700
Raw XML AppendixShowing 400 of 404 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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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,665,985
Liabilities
$0
Net assets
$2,665,985
Revenue
$263,789
Expenses
$284,120
Net income
-$20,331
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
2019Detailed filing. Detailed filing data is available for this year.$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
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