Civic Intelligence

Jonathan Robertozzi Memorial Fund

990 • Fiscal year 2018 • EIN 22-6764286

Jun 01, 2017 to May 31, 2018 • Filed on Oct 25, 2018

Organization ProfileN/A
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

66th percentile

0.00x

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

2018 filings • NTEE B • <$500k nonprofits • Source year 2018

Liabilities / Revenue

66th percentile

0.00x

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

2018 filings • NTEE B • <$500k nonprofits • Source year 2018

Net Margin

81st percentile

30%

Higher net margin than 81% of similar nonprofits.

2018 filings • NTEE B • <$500k nonprofits • Source year 2018

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.

2018 filings • NTEE B • <$500k nonprofits • Source year 2018

Asset Growth

40th percentile

-1.3%

Faster asset growth than 40% of similar nonprofits.

2018 filings • NTEE B • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

86th percentile

56%

Faster revenue growth than 86% of similar nonprofits.

2018 filings • NTEE B • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets66th percentile

Assets

Down

$37,952

Down $517 (-1.3%) from 2017

Net Assets

Up

$37,952

Up $7,117 (+23%) from 2017

Liabilities

Down

$0

Down $7,634 (-100%) from 2017

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin81st percentile

Revenue

Up

$23,347

Up $8,399 (+56%) from 2017

Expenses

Up

$16,230

Up $337 (+2.1%) from 2017

Net Income

Up

$7,117

Up $8,062 (+853%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth40th 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

2018

Assets$37,952
Liabilities$0
Net Assets$37,952
Open 2018 Filing

Operations Trend

Revenue Growth86th 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

2018

Revenue$23,347
Expenses$16,230
Net Income$7,117
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2017 to May 31, 2018
Signed
Oct 25, 2018
Return Version
2017v2.3
Gross Receipts
$26,573
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$27,569$28,112▲ $543
Cash and Non-Interest-Bearing Accounts$10,900$3,633▼ $7,267
Total Assets$38,469$37,952▼ $517
Other Assets Total$0$6,207▲ $6,207
Liabilities
Accounts Payable and Accrued Expenses$7,634$0▼ $7,634
Total Liabilities$7,634$0▼ $7,634
Net Assets / Fund Balance
Unrestricted Net Assets$30,835$37,952▲ $7,117
Total Net Assets Fund Balance$30,835$37,952▲ $7,117
Total Liabilities and Net Assets / Fund Balance$38,469$37,952▼ $517

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$6,207--
Compensation and Service Providers
Top Officer Pay84th percentile

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
$760
Program Service Revenue
$0
Investment Income
$902
Other Revenue
$21,685
All Other Contributions
$760
Change in Net Assets
$7,117
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$16,230
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
All Other Expenses$245$357-$602
Other Expenses$1,207$394-$394
Total Functional Expenses$14,829$1,401$0$16,230
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
2018-10-25
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 & Co LLC
Address
100 MATAWAN ROAD SUITE 135, MATAWAN, NJ 07747
Preparer
John Luongo CPA
Phone
7329707557
Raw XML Appendix363 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/TotalAssetsGrp/EOYAmt037952
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0760
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01401
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt014829
IRS990/TotalFunctionalExpensesGrp/TotalAmt016230
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt07634
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IRS990/UnrelatedBusIncmOverLimitInd00
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN LUONGO CPA
ReturnHeader/ReturnTs02018-11-27T19:03:38-06:00
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ReturnHeader/TaxPeriodEndDt02018-05-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$37,952
Liabilities
$0
Net assets
$37,952
Revenue
$23,347
Expenses
$16,230
Net income
$7,117
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