Civic Intelligence

Jonathan Robertozzi Memorial Fund

990 • Fiscal year 2025 • EIN 22-6764286

Jun 01, 2024 to May 31, 2025 • Filed on Apr 07, 2026

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

72nd percentile

0.00x

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

2025 filings • NTEE B • <$500k nonprofits • Source year 2025

Liabilities / Revenue

72nd percentile

0.00x

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

2025 filings • NTEE B • <$500k nonprofits • Source year 2025

Net Margin

9th percentile

-18%

Higher net margin than 9% of similar nonprofits.

2025 filings • NTEE B80 • <$500k nonprofits • Source year 2025

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

2025 filings • NTEE B80 • <$500k nonprofits • Source year 2025

Asset Growth

51st percentile

4.2%

Faster asset growth than 51% of similar nonprofits.

2025 filings • NTEE B • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

9th percentile

-54%

Faster revenue growth than 9% of similar nonprofits.

2025 filings • NTEE B • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Up

$50,805

Up $2,054 (+4.2%) from 2024

Net Assets

Up

$50,805

Up $2,054 (+4.2%) from 2024

Liabilities

Flat

$0

Flat from 2024

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin9th percentile

Revenue

Down

$1,625

Down $1,937 (-54%) from 2024

Expenses

Up

$1,920

Up $1,920 from 2024

Net Income

Down

-$295

Down $3,857 (-108%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth51st 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: $48,7512024Assets 2025: $50,805Liabilities 2025: $0Net Assets 2025: $50,8052025

Highlighted filing

2025

Assets$50,805
Liabilities$0
Net Assets$50,805
Open 2025 Filing

Operations Trend

Revenue Growth9th 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: $3,5622024Revenue 2025: $1,625Expenses 2025: $1,920Net Income 2025: -$2952025

Highlighted filing

2025

Revenue$1,625
Expenses$1,920
Net Income-$295
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
Apr 7, 2026
Return Version
2024v5.0
Gross Receipts
$1,625
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$44,538$48,512▲ $3,974
Cash and Non-Interest-Bearing Accounts$4,213$2,293▼ $1,920
Total Assets$48,751$50,805▲ $2,054
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$48,751$50,805▲ $2,054
Total Net Assets Fund Balance$48,751$50,805▲ $2,054
Total Liabilities and Net Assets / Fund Balance$48,751$50,805▲ $2,054
Compensation and Service Providers
Top Officer Pay89th percentile

Board Members and Trustees

NameTitle
Alan Warren DpmPresident
James Ricketti DpmPresident El
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
$1,625
Other Revenue
$0
Change in Net Assets
$-295
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,920
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 Services Accounting-$1,900-$1,900
Fees for Services Other-$20-$20
Total Functional Expenses$0$1,920$0$1,920
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 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
2026-04-07

Organization Details

Principal Officer
Tajma Kotoric
Formed
1997
Legal Domicile
Nj
Voting Board Members
5
Independent Board Members
5
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 Appendix271 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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IRS990/LoanOutstandingInd0false
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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/ExplanationTxt1YES, IT IS PROVIDED TO THE ORGANIZATION'S GOVERNING BODY AT THE MONTHLY MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2YES, 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 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0TAJMA KOTORIC
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07329679003
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-04-07
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
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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/PreparationDt02026-04-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRIS BETLEY
ReturnHeader/ReturnTs02026-04-08T07:24:39-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-06-01
ReturnHeader/TaxPeriodEndDt02025-05-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$50,805
Liabilities
$0
Net assets
$50,805
Revenue
$1,625
Expenses
$1,920
Net income
-$295
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$50.8$0.00$50.8$1.63$1.92$0.30
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