Civic Intelligence

Jonathan Robertozzi Memorial Fund

990 • Fiscal year 2017 • EIN 22-6764286

Jun 01, 2016 to May 31, 2017 • Filed on Oct 19, 2017

2 King Arthur Court No CNorth Brunswick, NJ 08902

(732) 967-9003

Siviq Scores

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

Liabilities / Assets

86th percentile

0.20x

Higher debt load relative to assets than 86% of similar nonprofits.

2017 filings • NTEE B • <$500k nonprofits • Source year 2017

Liabilities / Revenue

94th percentile

0.51x

Higher debt load relative to revenue than 94% of similar nonprofits.

2017 filings • NTEE B • <$500k nonprofits • Source year 2017

Net Margin

28th percentile

-6.3%

Higher net margin than 28% of similar nonprofits.

2017 filings • NTEE B • <$500k nonprofits • Source year 2017

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.

2017 filings • NTEE B • <$500k nonprofits • Source year 2017

Asset Growth

70th percentile

18%

Faster asset growth than 70% of similar nonprofits.

2017 filings • NTEE B • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

59th percentile

8.2%

Faster revenue growth than 59% of similar nonprofits.

2017 filings • NTEE B • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$38,469

Up $5,939 (+18%) from 2016

Net Assets

Down

$30,835

Down $945 (-3.0%) from 2016

Liabilities

Up

$7,634

Up $6,884 (+918%) from 2016

Revenue

Up

$14,948

Up $1,132 (+8.2%) from 2016

Expenses

Down

$15,893

Down $283 (-1.7%) from 2016

Net Income

Up

-$945

Up $1,415 (+60%) from 2016

Historical Trend

Balance Sheet Trend

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

2017

Assets$38,469
Liabilities$7,634
Net Assets$30,835

Operations Trend

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

2017

Revenue$14,948
Expenses$15,893
Net Income-$945
Jump To
Filing Snapshot
Filing Period
Jun 1, 2016 to May 31, 2017
Signed
Oct 19, 2017
Return Version
2016v3.0
Gross Receipts
$16,347
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
Savings and Temporary Cash Investments$26,821$27,569▲ $748
Cash and Non-Interest-Bearing Accounts$5,709$10,900▲ $5,191
Total Assets$32,530$38,469▲ $5,939
Liabilities
Accounts Payable and Accrued Expenses$750$7,634▲ $6,884
Total Liabilities$750$7,634▲ $6,884
Net Assets / Fund Balance
Unrestricted Net Assets$31,780$30,835▼ $945
Total Net Assets Fund Balance$31,780$30,835▼ $945
Total Liabilities and Net Assets / Fund Balance$32,530$38,469▲ $5,939
Compensation and Service Providers

Board Members and Trustees

NameTitle
Dr Alan Lewis DpmPresident
Dr Marshall Feldman DpmVice President
Herman HammerschmidtSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$674
Program Service Revenue
$0
Investment Income
$683
Other Revenue
$13,591
All Other Contributions
$674
Change in Net Assets
$-945
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$15,893
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-$650-$650
Other Expenses$500$355-$355
All Other Expenses-$30-$30
Total Functional Expenses$14,858$1,035$0$15,893
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 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 8B

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

Form 990, Part VI, Section B, Line 11B

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

Form 990, Part VI, Section C, 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
The Jonathan Robertozzi Memorial Fund
EIN
22-6764286
Phone
7329679003
Address
2 KING ARTHUR COURT NO C, NORTH BRUNSWICK, NJ 08902

Signing Officer

Name
Herman Hammerschmidt
Title
Secretary/treasurer
Phone
7329679003
Signed
2017-10-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Herman Hammerschmidt
Formed
1997
Legal Domicile
Nj
Voting Board Members
0
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Luongo Levin & Associates LLC
Address
100 MATAWAN ROAD SUITE 135, MATAWAN, NJ 07747
Preparer
John Luongo CPA
Phone
7329707557
Raw XML Appendix356 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE GOVERNING BODY IS THE DECISION MAKERS. THERE IS NO COMMITTEES ON BEHALF OF THE GOVERNING BODY TO KEEP DOCUMENTS FOR.
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.
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt030835
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt014858
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt01098
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt013176
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt014948
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt032530
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt038469
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt031780
IRS990/UnrestrictedNetAssetsGrp/EOYAmt030835
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02 KING ARTHUR COURT NO C
IRS990/USAddress/CityNm0NORTH BRUNSWICK
IRS990/USAddress/StateAbbreviationCd0NJ
IRS990/USAddress/ZIPCd008902
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0HERMAN HAMMERSCHMIDT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07329679003
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE JONATHAN ROBERTOZZI MEMORIAL FUND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O NJ PODIATRIC MEDICAL SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0JONA
ReturnHeader/Filer/EIN0226764286
ReturnHeader/Filer/PhoneNum07329679003
ReturnHeader/Filer/USAddress/AddressLine1Txt02 KING ARTHUR COURT NO C
ReturnHeader/Filer/USAddress/CityNm0NORTH BRUNSWICK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd008902
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId02D09759BBF0FD5459765C03208CBC4A53A920752
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0832962FC79AF369E2734135568A53B6632E34A4C
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.57.143.66
ReturnHeader/FilingSecurityInformation/IPDt02017-10-19
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm019:23:36
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263250137
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LUONGO LEVIN & ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 MATAWAN ROAD SUITE 135
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MATAWAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd007747
ReturnHeader/PreparerPersonGrp/PhoneNum07329707557
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN LUONGO CPA
ReturnHeader/ReturnTs02017-11-28T16:39:44-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-06-01
ReturnHeader/TaxPeriodEndDt02017-05-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

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