Civic Intelligence

Jonathan Robertozzi Memorial Fund

990 • Fiscal year 2023 • EIN 22-6764286

Jun 30, 2022 to May 31, 2023 • Filed on Sep 27, 2024

Organization ProfileN/A
1 Tree Farm Road 202Pennington, NJ 08534

(732) 967-9003

Siviq Scores

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

Liabilities / Assets

68th percentile

0.00x

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

2023 filings • NTEE B80 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

68th percentile

0.00x

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

2023 filings • NTEE B80 • <$500k nonprofits • Source year 2023

Net Margin

100th percentile

100%

Higher net margin than 100% of similar nonprofits.

2023 filings • NTEE B80 • <$500k nonprofits • Source year 2023

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

2023 filings • NTEE B80 • <$500k nonprofits • Source year 2023

Asset Growth

65th percentile

19%

Faster asset growth than 65% of similar nonprofits.

2023 filings • NTEE B80 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

62nd percentile

22%

Faster revenue growth than 62% of similar nonprofits.

2023 filings • NTEE B80 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets68th percentile

Assets

Up

$42,638

Up $6,898 (+19%) from 2022

Net Assets

Up

$42,638

Up $8,462 (+25%) from 2022

Liabilities

Down

$0

Down $1,564 (-100%) from 2022

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin100th percentile

Revenue

Up

$4,474

Up $792 (+22%) from 2022

Expenses

Down

$0

Down $7,089 (-100%) from 2022

Net Income

Up

$4,474

Up $7,881 (+231%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$60K$40K$20K$0Assets 2011: $33,448Liabilities 2011: $0Net Assets 2011: $33,4482011Assets 2012: $34,440Liabilities 2012: $0Net Assets 2012: $34,4402012Assets 2013: $36,438Liabilities 2013: $0Net Assets 2013: $36,4382013Assets 2014: $33,637Liabilities 2014: $0Net Assets 2014: $33,6372014Assets 2015: $43,146Liabilities 2015: $9,006Net Assets 2015: $34,1402015Assets 2016: $32,530Liabilities 2016: $750Net Assets 2016: $31,7802016Assets 2017: $38,469Liabilities 2017: $7,634Net Assets 2017: $30,8352017Assets 2018: $37,952Liabilities 2018: $0Net Assets 2018: $37,9522018Assets 2019: $47,709Liabilities 2019: $0Net Assets 2019: $47,7092019Assets 2020: $41,535Liabilities 2020: $362Net Assets 2020: $41,1732020Assets 2021: $38,125Liabilities 2021: $542Net Assets 2021: $37,5832021Assets 2022: $35,740Liabilities 2022: $1,564Net Assets 2022: $34,1762022Assets 2023: $42,638Liabilities 2023: $0Net Assets 2023: $42,6382023Assets 2024: $48,751Liabilities 2024: $0Net Assets 2024: $48,7512024

Highlighted filing

2023

Assets$42,638
Liabilities$0
Net Assets$42,638
Open 2023 Filing

Operations Trend

Revenue Growth62nd percentile

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

$30K$20K$10K$0-$10KExpenses 2011: $19,3392011Expenses 2012: $17,8562012Expenses 2013: $15,3392013Revenue 2014: $11,909Expenses 2014: $14,710Net Income 2014: -$2,8012014Revenue 2015: $18,903Expenses 2015: $18,400Net Income 2015: $5032015Revenue 2016: $13,816Expenses 2016: $16,176Net Income 2016: -$2,3602016Revenue 2017: $14,948Expenses 2017: $15,893Net Income 2017: -$9452017Revenue 2018: $23,347Expenses 2018: $16,230Net Income 2018: $7,1172018Revenue 2019: $27,765Expenses 2019: $18,008Net Income 2019: $9,7572019Revenue 2020: $11,661Expenses 2020: $18,198Net Income 2020: -$6,5372020Revenue 2021: $3,044Expenses 2021: $6,634Net Income 2021: -$3,5902021Revenue 2022: $3,682Expenses 2022: $7,089Net Income 2022: -$3,4072022Revenue 2023: $4,474Expenses 2023: $0Net Income 2023: $4,4742023Revenue 2024: $3,562Expenses 2024: $0Net Income 2024: $3,5622024

Highlighted filing

2023

Revenue$4,474
Expenses$0
Net Income$4,474
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jun 30, 2022 to May 31, 2023
Signed
Sep 27, 2024
Return Version
2022v5.0
Gross Receipts
$4,474
Mission and Program Overview

Mission

To operate a charitable fund to provide financial recognition and support to one or more persons, who have engaged in activities or have demonstrated high moral character and who, through such activities or demonstration, have conferred a benefit upon the community at large.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$35,077$39,400▲ $4,323
Cash and Non-Interest-Bearing Accounts$663$3,238▲ $2,575
Total Assets$35,740$42,638▲ $6,898
Liabilities
Other Liabilities$1,564--
Total Liabilities$1,564$0▼ $1,564
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$34,176$42,638▲ $8,462
Total Net Assets Fund Balance$34,176$42,638▲ $8,462
Total Liabilities and Net Assets / Fund Balance$35,740$42,638▲ $6,898
Compensation and Service Providers
Top Officer Pay84th percentile

Board Members and Trustees

NameTitle
Alan Warren DpmPresident
Tajma KotoricExecutive Di
Dan Phan DpmSecretary/tr
Wendy Grossman DpmVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$4,474
Other Revenue
$0
Change in Net Assets
$4,474
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$0
Other Expenses$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0
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
Backup withholding compliance
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, Page 6, Part VI, Line 8B

“The governing body is the decision makers. There is no committees on behalf of the governing body to keep documents for.”

Form 990, Page 6, Part VI, Line 11B

“Yes, it is provided to the organization's governing body at the monthly meeting.”

Form 990, Page 6, Part VI, Line 19

“Yes, the organization makes its governing documents and financial statements available to public through filing a request with the organization.”

Filing and Contact Details

Filer

Filer Name
Jonathan Robertozzi Memorial Fund
EIN
22-6764286
Phone
7329679003
Address
1 TREE FARM ROAD 202, PENNINGTON, NJ 08534

Signing Officer

Name
Tajma Kotoric
Title
Executive Director
Phone
7329679003
Signed
2024-09-27

Organization Details

Principal Officer
Tajma Kotoric
Formed
1997
Legal Domicile
Nj
Voting Board Members
0
Independent Board Members
0
Employees
0

Preparer

Firm
Buckno Lisicky & Company Pc
Address
645 HAMILTON ST SUITE 204, ALLENTOWN, PA 18101
Preparer
Chris Betley
Phone
6108218580
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“To operate a charitable fund to provide financial recognition and support to one or more persons, who have engaged in activities or have demonstrated high moral character and who, through such activities or demonstration, have conferred a benefit upon the community at large.”

Raw XML Appendix302 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO OPERATE A CHARITABLE FUND TO PROVIDE FINANCIAL RECOGNITION AND SUPPORT TO ONE OR MORE PERSONS, WHO HAVE ENGAGED IN ACTIVITIES OR HAVE DEMONSTRATED HIGH MORAL CHARACTER AND WHO, THROUGH SUCH ACTIVITIES OR DEMONSTRATION, HAVE CONFERRED A BENEFIT UPON THE COMMUNITY AT LARGE.
IRS990/BackupWthldComplianceInd0false
IRS990/BooksInCareOfDetail/PersonNm0TAJMA KOTORIC
IRS990/BooksInCareOfDetail/PhoneNum07329679003
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01 TREE FARM ROAD SUITE 202
IRS990/BooksInCareOfDetail/USAddress/CityNm0PENNINGTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NJ
IRS990/BooksInCareOfDetail/USAddress/ZIPCd008534
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0663
IRS990/CashNonInterestBearingGrp/EOYAmt03238
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt04474
IRS990/CYOtherExpensesAmt00
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt04474
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt00
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt04474
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0TO OPERATE A CHARITABLE FUND TO PROVIDE FINANCIAL RECOGNITION AND SUPPORT TO ONE OR MORE PERSONS, WHO HAVE ENGAGED IN ACTIVITIES OR HAVE DEMONSTRATED HIGH MORAL CHARACTER AND WHO, THROUGH SUCH ACTIVITIES OR DEMONSTRATION, HAVE CONFERRED A BENEFIT UPON THE COMMUNITY AT LARGE.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/PersonNm0ALAN WARREN DPM
IRS990/Form990PartVIISectionAGrp/PersonNm1DAN PHAN DPM
IRS990/Form990PartVIISectionAGrp/PersonNm2WENDY GROSSMAN DPM
IRS990/Form990PartVIISectionAGrp/PersonNm3TAJMA KOTORIC
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY/TR
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt3EXECUTIVE DI
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01997
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt0166
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt0166
IRS990/GrossReceiptsAmt04474
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt04308
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt04308
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt035077
IRS990/InvestmentsPubTradedSecGrp/EOYAmt039400
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NJ
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO OPERATE A CHARITABLE FUND TO PROVIDE FINANCIAL RECOGNITION AND SUPPORT TO ONE OR MORE PERSONS, WHO HAVE ENGAGED IN ACTIVITIES OR HAVE DEMONSTRATED HIGH MORAL CHARACTER AND WHO, THROUGH SUCH ACTIVITIES OR DEMONSTRATION, HAVE CONFERRED A BENEFIT UPON THE COMMUNITY AT LARGE.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt034176
IRS990/NetAssetsOrFundBalancesEOYAmt042638
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0166
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0166
IRS990/NetUnrlzdGainsLossesInvstAmt03988
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt034176
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt042638
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherLiabilitiesGrp/BOYAmt01564
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0TAJMA KOTORIC
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01150
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt01955
IRS990/PYOtherExpensesAmt07089
IRS990/PYOtherRevenueAmt0577
IRS990/PYRevenuesLessExpensesAmt0-3407
IRS990/PYTotalExpensesAmt07089
IRS990/PYTotalRevenueAmt03682
IRS990/ReconcilationRevenueExpnssAmt04474
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01150
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01018
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt09065
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt026173
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt037406
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0335
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt02532
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01713
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt02596
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01592
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt08768
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0335
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt02532
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01713
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt02596
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01592
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt08768
IRS990ScheduleA/InvestmentIncomeCYPct00.19000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.81010
IRS990ScheduleA/PublicSupportTotal509Amt037406
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01150
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01018
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt09065
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt026173
IRS990ScheduleA/Total509Grp/TotalAmt037406
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0335
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt03682
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt02731
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt011661
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt027765
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt046174
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO OPERATE A CHARITABLE FUND TO PROVIDE FINANCIAL RECOGNITION AND SUPPORT TO ONE OR MORE PERSONS, WHO HAVE ENGAGED IN ACTIVITIES OR HAVE DEMONSTRATED HIGH MORAL CHARACTER AND WHO, THROUGH SUCH ACTIVITIES OR DEMONSTRATION, HAVE CONFERRED A BENEFIT UPON THE COMMUNITY AT LARGE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE GOVERNING BODY IS THE DECISION MAKERS. THERE IS NO COMMITTEES ON BEHALF OF THE GOVERNING BODY TO KEEP DOCUMENTS FOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2YES, IT IS PROVIDED TO THE ORGANIZATION'S GOVERNING BODY AT THE MONTHLY MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3YES, THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO PUBLIC THROUGH FILING A REQUEST WITH THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0NEW JERSEY PODIATRIC MEDICAL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine2Txt0SOCIETY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0237264231
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C6
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NJ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01 TREE FARM ROAD SUITE 202
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0PENNINGTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NJ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd008534
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0NJ
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt035740
IRS990/TotalAssetsEOYAmt042638
IRS990/TotalAssetsGrp/BOYAmt035740
IRS990/TotalAssetsGrp/EOYAmt042638
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt00
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01564
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt01564
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt034176
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt042638
IRS990/TotalRevenueGrp/ExclusionAmt04474
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt04474
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt035740
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt042638
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt01 TREE FARM ROAD SUITE 202
IRS990/USAddress/CityNm0PENNINGTON
IRS990/USAddress/StateAbbreviationCd0NJ
IRS990/USAddress/ZIPCd008534
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0TAJMA KOTORIC
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07329679003
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-09-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JONATHAN ROBERTOZZI MEMORIAL FUND
ReturnHeader/Filer/BusinessNameControlTxt0JONA
ReturnHeader/Filer/EIN0226764286
ReturnHeader/Filer/PhoneNum07329679003
ReturnHeader/Filer/USAddress/AddressLine1Txt01 TREE FARM ROAD 202
ReturnHeader/Filer/USAddress/CityNm0PENNINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd008534
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0232426656
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BUCKNO LISICKY & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0645 HAMILTON ST SUITE 204
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ALLENTOWN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd018101
ReturnHeader/PreparerPersonGrp/PhoneNum06108218580
ReturnHeader/PreparerPersonGrp/PreparationDt02024-09-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRIS BETLEY
ReturnHeader/ReturnTs02024-09-27T12:05:59-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02022-06-30
ReturnHeader/TaxPeriodEndDt02023-05-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$42,638
Liabilities
$0
Net assets
$42,638
Revenue
$4,474
Expenses
$0
Net income
$4,474
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$48.8$0.00$48.8$3.56$0.00$3.56
2023Detailed filing. Detailed filing data is available for this year.$42.6$0.00$42.6$4.47$0.00$4.47
2022Detailed filing. Detailed filing data is available for this year.$35.7$1.56$34.2$3.68$7.09$3.41
2021Detailed filing. Detailed filing data is available for this year.$38.1$0.54$37.6$3.04$6.63$3.59
2020Detailed filing. Detailed filing data is available for this year.$41.5$0.36$41.2$11.7$18.2$6.54
2019Detailed filing. Detailed filing data is available for this year.$47.7$0.00$47.7$27.8$18.0$9.76
2018Detailed filing. Detailed filing data is available for this year.$38.0$0.00$38.0$23.3$16.2$7.12
2017Detailed filing. Detailed filing data is available for this year.$38.5$7.63$30.8$14.9$15.9$0.95
2016Detailed filing. Detailed filing data is available for this year.$32.5$0.75$31.8$13.8$16.2$2.36
2015Detailed filing. Detailed filing data is available for this year.$43.1$9.01$34.1$18.9$18.4$0.50
2014Detailed filing. Detailed filing data is available for this year.$33.6$0.00$33.6$11.9$14.7$2.80
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$36.4$0.00$36.4$15.3
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$34.4$0.00$34.4$17.9
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$33.4$0.00$33.4$19.3