Civic Intelligence

Freehold Rotary Charitable Foundation Inc.

990EZ • Fiscal year 2014 • EIN 52-2106049

Jul 01, 2013 to Jun 30, 2014 • Filed on Feb 16, 2015

Organization ProfileN/A
S Berger Cpa 57 Schanck Rd C-1Jackson, NJ 07728

(732) 431-1040

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.00x

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

2014 filings • NTEE T • <$500k nonprofits • Source year 2014

Liabilities / Revenue

81st percentile

0.00x

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

2014 filings • NTEE T • <$500k nonprofits • Source year 2014

Net Margin

11th percentile

-199%

Higher net margin than 11% of similar nonprofits.

2014 filings • NTEE T • <$500k nonprofits • Source year 2014

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.

2014 filings • NTEE T • <$500k nonprofits • Source year 2014

Asset Growth

28th percentile

-10%

Faster asset growth than 28% of similar nonprofits.

2014 filings • NTEE T • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

9th percentile

-81%

Faster revenue growth than 9% of similar nonprofits.

2014 filings • NTEE T • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Down

$37,573

Down $4,178 (-10%) from 2013

Net Assets

Down

$37,573

Down $4,178 (-10%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin11th percentile

Revenue

Down

$2,100

Down $9,194 (-81%) from 2013

Expenses

Down

$6,278

Down $3,116 (-33%) from 2013

Net Income

Down

-$4,178

Down $6,078 (-320%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$60K$40K$20K$0Assets 2010: $50,090Net Assets 2010: $50,0902010Assets 2011: $41,483Net Assets 2011: $41,4832011Assets 2012: $39,850Net Assets 2012: $39,8502012Assets 2013: $41,751Liabilities 2013: $0Net Assets 2013: $41,7512013Assets 2014: $37,573Liabilities 2014: $0Net Assets 2014: $37,5732014Assets 2015: $44,272Liabilities 2015: $0Net Assets 2015: $44,2722015Assets 2016: $44,733Liabilities 2016: $0Net Assets 2016: $44,7332016Assets 2017: $43,364Liabilities 2017: $0Net Assets 2017: $43,3642017

Highlighted filing

2014

Assets$37,573
Liabilities$0
Net Assets$37,573
Open 2014 Filing

Operations Trend

Revenue Growth9th percentile

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

$40K$20K$0-$20KRevenue 2010: $8,346Expenses 2010: $24,483Net Income 2010: -$16,1372010Revenue 2011: $6,415Expenses 2011: $15,025Net Income 2011: -$8,6102011Revenue 2012: $117Expenses 2012: $1,750Net Income 2012: -$1,6332012Revenue 2013: $11,294Expenses 2013: $9,394Net Income 2013: $1,9002013Revenue 2014: $2,100Expenses 2014: $6,278Net Income 2014: -$4,1782014Revenue 2015: $12,143Expenses 2015: $5,210Net Income 2015: $6,9332015Revenue 2016: $1,310Expenses 2016: $850Net Income 2016: $4602016Revenue 2017: $1,568Expenses 2017: $2,936Net Income 2017: -$1,3682017

Highlighted filing

2014

Revenue$2,100
Expenses$6,278
Net Income-$4,178
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Feb 16, 2015
Return Version
2013v4.0
Gross Receipts
$2,100
Mission and Program Overview

Mission

Donations to various local & international charties college & vocational scholarships to local high school students as per recomendtions from schools

Program Services

DescriptionGrantsExpenses
DONATIONS TO VARIOUS LOCAL & INTERNATIONAL CHARTIES COLLEGE & VOCATIONAL SCHOLARSHIPS TO LOCAL HIGH SCHOOL STUDENTS AS PER RECOMENDTIONS FROM SCHOOLS$6,278$6,278
ONATIONS TO VARIOUS LOCAL & INTERNATIONAL CHARTIES COLLEGE & VOCATIONAL SCHOLARSHIPS TO LOCAL HIGH SCHOOL STUDENTS AS PER RECOMENDTIONS FROM SCHOOLS--
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM R MCGONOGLEPresident-$0--
STEPHEN M BERGERTreasurer-$0--
Filing and Contact Details

Filer

EIN
52-2106049
Phone
7324311040

Signing Officer

Name
Stephen M Berger
Title
Treasurer
Phone
7324311040
Signed
2015-02-16

Preparer

Preparer
Stephen M Berger CPA
Phone
7324311040
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Rotary food basket donations 6,278 0 0”

Form 990-ez, Part III

“Donations to various local & international charties college & vocational scholarships to local high school students as per recomendtions from schools”

Form 990-ez, Part III, Line 31

“Donations to various local & international charties college & vocational scholarships to local high school students as per recomendtions from schools”

Raw XML Appendix115 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0WILLIAM R MCGONOGLE
CompensationExplanation/CompensationExplanationGrp/PersonNm1STEPHEN M BERGER
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0STEPHEN M BERGER
IRS990EZ/BooksInCareOfDetail/PhoneNum07324311040
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1057 SCHANCK RD C-1
IRS990EZ/BooksInCareOfDetail/USAddress/City0FREEHOLD
IRS990EZ/BooksInCareOfDetail/USAddress/State0NJ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode007728
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt041751
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt037573
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-4178
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt041751
IRS990EZ/Form990TotalAssetsGrp/EOYAmt037573
IRS990EZ/GrantsAndSimilarAmountsPaidAmt06278
IRS990EZ/GrossReceiptsAmt02100
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0240
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt041751
IRS990EZ/NetAssetsOrFundBalancesEOYAmt037573
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt041751
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt037573
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0WILLIAM R MCGONOGLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1STEPHEN M BERGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0DONATIONS TO VARIOUS LOCAL & INTERNATIONAL CHARTIES COLLEGE & VOCATIONAL SCHOLARSHIPS TO LOCAL HIGH SCHOOL STUDENTS AS PER RECOMENDTIONS FROM SCHOOLS
IRS990EZ/ProgramServiceRevenueAmt01860
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ONATIONS TO VARIOUS LOCAL & INTERNATIONAL CHARTIES COLLEGE & VOCATIONAL SCHOLARSHIPS TO LOCAL HIGH SCHOOL STUDENTS AS PER RECOMENDTIONS FROM SCHOOLS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1DONATIONS TO VARIOUS LOCAL & INTERNATIONAL CHARTIES COLLEGE & VOCATIONAL SCHOLARSHIPS TO LOCAL HIGH SCHOOL STUDENTS AS PER RECOMENDTIONS FROM SCHOOLS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt06278
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt06278
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NJ
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt06278
IRS990EZ/TotalProgramServiceExpensesAmt06278
IRS990EZ/TotalRevenueAmt02100
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt011000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt04276
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt015276
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt02100
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt015276
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt011000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt04276
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt015276
IRS990ScheduleA/TotalSupportAmt015276
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ROTARY FOOD BASKET DONATIONS 6,278 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DONATIONS TO VARIOUS LOCAL & INTERNATIONAL CHARTIES COLLEGE & VOCATIONAL SCHOLARSHIPS TO LOCAL HIGH SCHOOL STUDENTS AS PER RECOMENDTIONS FROM SCHOOLS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DONATIONS TO VARIOUS LOCAL & INTERNATIONAL CHARTIES COLLEGE & VOCATIONAL SCHOLARSHIPS TO LOCAL HIGH SCHOOL STUDENTS AS PER RECOMENDTIONS FROM SCHOOLS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN M BERGER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07324311040
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-02-16
ReturnHeader/Filer/BusinessName/BusinessNameLine10FREEHOLD ROTARY CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine20FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0FREE
ReturnHeader/Filer/EIN0522106049
ReturnHeader/Filer/PhoneNum07324311040
ReturnHeader/Filer/USAddress/AddressLine10S BERGER CPA 57 SCHANCK RD C-1
ReturnHeader/Filer/USAddress/City0FREEHOLD
ReturnHeader/Filer/USAddress/State0NJ
ReturnHeader/Filer/USAddress/ZIPCode007728
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200157471
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10ORLICK BERGER MARIN & ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1057 SCHANCK RD STE C-1
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0FREEHOLD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0077283073
ReturnHeader/PreparerPersonGrp/PhoneNum07324311040
ReturnHeader/PreparerPersonGrp/PreparationDt02015-02-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN M BERGER CPA
ReturnHeader/ReturnTs02015-02-21T09:40:11-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$37,573
Liabilities
$0
Net assets
$37,573
Revenue
$2,100
Expenses
$6,278
Net income
-$4,178
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$43.4$0.00$43.4$1.57$2.94$1.37
2016Detailed filing. Detailed filing data is available for this year.$44.7$0.00$44.7$1.31$0.85$0.46
2015Detailed filing. Detailed filing data is available for this year.$44.3$0.00$44.3$12.1$5.21$6.93
2014Detailed filing. Detailed filing data is available for this year.$37.6$0.00$37.6$2.10$6.28$4.18
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$41.8$0.00$41.8$11.3$9.39$1.90
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$39.9$39.9$0.12$1.75$1.63
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$41.5$41.5$6.42$15.0$8.61
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$50.1$50.1$8.35$24.5$16.1