Civic Intelligence

Jay R Monroe Memorial Foundation

EIN 22-6050156 • Hopewell, NJ

Pub. 78 Eligible
PO Box GHopewell, NJ 08525
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

90th percentile

61%

Higher net margin than 90% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

73rd percentile

$9,000

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 1.8% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

75th percentile

13%

Faster asset growth than 75% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

69th percentile

22%

Faster revenue growth than 69% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$2,549,887

Up $298,140 (+13%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$2,549,887

Up $298,140 (+13%) from 2023

Revenue

Up

$491,262

Up $90,156 (+22%) from 2023

Expenses

Down

$193,122

Down $14,324 (-6.9%) from 2023

Net Income

Up

$298,140

Up $104,480 (+54%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2010: $1,534,303Liabilities 2010: $0Net Assets 2010: $1,534,3032010Assets 2011: $1,536,589Liabilities 2011: $0Net Assets 2011: $1,536,5892011Assets 2012: $1,531,129Liabilities 2012: $0Net Assets 2012: $1,531,1292012Assets 2013: $1,521,518Liabilities 2013: $0Net Assets 2013: $1,521,5182013Assets 2014: $1,615,706Liabilities 2014: $0Net Assets 2014: $1,615,7062014Assets 2015: $1,614,900Liabilities 2015: $0Net Assets 2015: $1,614,9002015Assets 2016: $1,643,461Liabilities 2016: $0Net Assets 2016: $1,643,4612016Assets 2017: $1,609,860Liabilities 2017: $0Net Assets 2017: $1,609,8602017Assets 2018: $1,667,410Liabilities 2018: $0Net Assets 2018: $1,667,4102018Assets 2019: $1,736,819Liabilities 2019: $0Net Assets 2019: $1,736,8192019Assets 2020: $1,914,498Liabilities 2020: $0Net Assets 2020: $1,913,3982020Assets 2021: $2,109,824Liabilities 2021: $0Net Assets 2021: $2,109,8242021Assets 2022: $2,058,087Liabilities 2022: $0Net Assets 2022: $2,058,0872022Assets 2023: $2,251,747Liabilities 2023: $0Net Assets 2023: $2,251,7472023Assets 2024: $2,549,887Liabilities 2024: $0Net Assets 2024: $2,549,8872024

Highlighted filing

2024

Assets$2,549,887
Liabilities$0
Net Assets$2,549,887

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KExpenses 2010: $82,4592010Expenses 2011: $88,6782011Expenses 2012: $97,9422012Revenue 2013: $96,531Expenses 2013: $106,462Net Income 2013: -$9,9312013Revenue 2014: $215,285Expenses 2014: $120,672Net Income 2014: $94,6132014Revenue 2015: $142,297Expenses 2015: $143,105Net Income 2015: -$8082015Revenue 2016: $165,320Expenses 2016: $136,301Net Income 2016: $29,0192016Revenue 2017: $109,316Expenses 2017: $142,917Net Income 2017: -$33,6012017Revenue 2018: $196,873Expenses 2018: $138,323Net Income 2018: $58,5502018Revenue 2019: $197,282Expenses 2019: $124,550Net Income 2019: $72,7322019Revenue 2020: $307,468Expenses 2020: $123,433Net Income 2020: $184,0352020Revenue 2021: $313,523Expenses 2021: $109,497Net Income 2021: $204,0262021Revenue 2022: $180,023Expenses 2022: $199,060Net Income 2022: -$19,0372022Revenue 2023: $401,106Expenses 2023: $207,446Net Income 2023: $193,6602023Revenue 2024: $491,262Expenses 2024: $193,122Net Income 2024: $298,1402024

Highlighted filing

2024

Revenue$491,262
Expenses$193,122
Net Income$298,140

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.55$0.00$2.55$0.49$0.19$0.30
2023Detailed filing. Detailed filing data is available for this year.$2.25$0.00$2.25$0.40$0.21$0.19
2022Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$0.18$0.20$0.02
2021Detailed filing. Detailed filing data is available for this year.$2.11$0.00$2.11$0.31$0.11$0.20
2020Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$0.31$0.12$0.18
2019Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.20$0.12$0.07
2018Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$0.20$0.14$0.06
2017Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.11$0.14$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.17$0.14$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.14$0.14$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.22$0.12$0.09
2013Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.10$0.11$0.01
2012Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.10
2011Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.09
2010Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 21, 2025
Return Version
2024v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSAN M MONROESec / Treas-$9,000-$9,000
JAY R MONROE VIPresident-$2,200-$2,200
Filing and Contact Details

Filer

Filer Name
Jay R Monroe Memorial Foundation
EIN
22-6050156
Phone
2014007557
Address
PO BOX G, HOPEWELL, NJ 08525

Signing Officer

Name
Susan M Monroe
Title
Sec / Treas
Phone
2014007557
Signed
2025-10-21
Discuss with paid preparer
Yes

Preparer

Firm
Omni 360 Tax Consulting & Accounting
Address
777 SCUDDERS MILL RD BLDG 4 SUITE, PLAINSBORO, NJ 08536
Preparer
James Colitsas
Phone
6094520889
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ExplnOfNonFilingWithAGStmt/ExplanationTxt0THE FOUNDATION HAS FILED ALL REQUIRED DOCUMENTS WITH THE STATE OF NEW JERSEY; HOWEVER, THE FOUNDATION HAS BEEN DETERMINED TO BE EXEMPT FROM FILING FORM 990-PF WITH THE STATE OR THE ATTORNEY GENERAL.
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt072981
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0491262
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0400
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt016718
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt028922
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0298140
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02549887
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02251747
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02549887
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0181047
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0181047
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0181047
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0181829
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0782
IRS990PF/DistributableAmountGrp/TotalTaxAmt0782
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01703
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02485
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0782
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01703
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0782
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0782
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02485
IRS990PF/FMVAssetsEOYAmt03773712
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt090557
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt090557
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01032405
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt01032405
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02168984
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt03621732
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IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01128785
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01426925
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt072321
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0151980
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0151980
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02549887
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03773712
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02251747
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02251747
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0112150
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03579802
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt055379
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0181829
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03636573
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt03691952
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt02200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt19000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JAY R MONROE VI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1SUSAN M MONROE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SEC / TREAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt027 RIDGE ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt127 RIDGE ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0HOPEWELL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1HOPEWELL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NJ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NJ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd008525
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd108525
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0164600
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0164600
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePY1Yr02020
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0true
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0true
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0false
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0SUSAN M MONROE
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt027 RIDGE ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0HOPEWELL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NJ
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd008525
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt013000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt38000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt363000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt46500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt471000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL FUND
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11GENERAL FUND

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