Civic Intelligence

Mildred H Rosa Charitable Trust

990 • Fiscal year 2020 • EIN 22-2380072

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 13, 2021

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.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

100th percentile

310%

Higher net margin than 100% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

15th percentile

-5.1%

Faster asset growth than 15% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets15th percentile

Assets

Flat

$2,529,870

Flat from 2020

Net Assets

Flat

$2,529,870

Flat from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Flat

-$43,866

Flat from 2020

Expenses

Flat

$92,249

Flat from 2020

Net Income

Flat

-$136,115

Flat from 2020

Historical Trend

Balance Sheet Trend

Asset Growth15th 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 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

2020

Assets$2,529,870
Liabilities$0
Net Assets$2,529,870
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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 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

2020

Revenue-$43,866
Expenses$92,249
Net Income-$136,115
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 13, 2021
Return Version
2020v4.1
Gross Receipts
$770,965
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$2,665,985$2,529,870▼ $136,115
Investments in Publicly Traded Securities$2,218,486$1,830,726▼ $387,760
Savings and Temporary Cash Investments$293,239$544,884▲ $251,645
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$2,665,985$2,529,870▼ $136,115
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,665,985$2,529,870▼ $136,115
Total Liabilities and Net Assets / Fund Balance$2,665,985$2,529,870▼ $136,115

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$32,254--
Compensation and Service Providers
Top Officer Pay37th 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
$-43,866
Other Revenue
$0
Change in Net Assets
$-136,115
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$92,249
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-$92,135-$92,135
Other Expenses-$114-$114
Total Functional Expenses$0$92,249$0$92,249
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
2021-10-13
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 402 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/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt03521459
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt03440205
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt0383365
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt0168763
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt03138094
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt03271442
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt052822
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt051603
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt03468637
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt03388602
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt0121402
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt0118601
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt03521459
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt03440205
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt0121402
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt0118601
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0222342452
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0JERSEY SHORE MEDICAL CENTER
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0122006
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt132254
IRS990ScheduleD/OtherSecuritiesGrp/Desc0US TREASURY BONDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc1US GOVERMENT AGENCY OBLIGATIONS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1C
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0154260
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/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02665985
IRS990/TotalAssetsEOYAmt02529870
IRS990/TotalAssetsGrp/BOYAmt02665985
IRS990/TotalAssetsGrp/EOYAmt02529870
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt092249
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt092249
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02665985
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02529870
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0-43866
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0-43866
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02665985
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02529870
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt025 SYCAMORE AVENUE NO 101
IRS990/USAddress/CityNm0LITTLE SILVER
IRS990/USAddress/StateAbbreviationCd0NJ
IRS990/USAddress/ZIPCd007739
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID EPSTEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07322120400
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MILDRED H ROSA CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0MILD
ReturnHeader/Filer/EIN0222380072
ReturnHeader/Filer/PhoneNum07322120400
ReturnHeader/Filer/USAddress/AddressLine1Txt025 SYCAMORE AVENUE NO 101
ReturnHeader/Filer/USAddress/CityNm0LITTLE SILVER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd007739
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0221478099
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0COHNREZNICK LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0101 CRAWFORDS CORNER ROAD SUITE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine2Txt02316
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOLMDEL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd007733
ReturnHeader/PreparerPersonGrp/PhoneNum07325780700
ReturnHeader/PreparerPersonGrp/PreparationDt02021-10-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LORI ROTHE YOKOBOSKY CPA
ReturnHeader/ReturnTs02021-10-15T21:11:55-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DAVID
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0EPSTEIN
ReturnHeader/TaxPeriodBeginDt02020-01-01

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,529,870
Liabilities
$0
Net assets
$2,529,870
Revenue
-$43,866
Expenses
$92,249
Net income
-$136,115
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
2020Detailed filing. Detailed filing data is available for this year.$2.53$0.00$2.53$0.04$0.09$0.14
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
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