Civic Intelligence

Freehold Rotary Charitable Foundation Inc.

990EZ • Fiscal year 2015 • EIN 52-2106049

Jul 01, 2014 to Jun 30, 2015 • Filed on Feb 03, 2016

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

(732) 431-1040

Siviq Scores

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

Liabilities / Assets

81st percentile

0.00x

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

2015 filings • NTEE T • <$500k nonprofits • Source year 2015

Liabilities / Revenue

81st percentile

0.00x

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

2015 filings • NTEE T • <$500k nonprofits • Source year 2015

Net Margin

82nd percentile

57%

Higher net margin than 82% of similar nonprofits.

2015 filings • NTEE T • <$500k nonprofits • Source year 2015

Top Officer Pay

90th percentile

$0

Higher top officer pay than 90% of similar nonprofits.

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

2015 filings • NTEE T • <$500k nonprofits • Source year 2015

Asset Growth

79th percentile

18%

Faster asset growth than 79% of similar nonprofits.

2015 filings • NTEE T • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

95th percentile

478%

Faster revenue growth than 95% of similar nonprofits.

2015 filings • NTEE T • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets81st percentile

Assets

Up

$44,272

Up $6,699 (+18%) from 2014

Net Assets

Up

$44,272

Up $6,699 (+18%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin82nd percentile

Revenue

Up

$12,143

Up $10,043 (+478%) from 2014

Expenses

Down

$5,210

Down $1,068 (-17%) from 2014

Net Income

Up

$6,933

Up $11,111 (+266%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth79th 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

2015

Assets$44,272
Liabilities$0
Net Assets$44,272
Open 2015 Filing

Operations Trend

Revenue Growth95th 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

2015

Revenue$12,143
Expenses$5,210
Net Income$6,933
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Feb 3, 2016
Return Version
2014v6.0
Gross Receipts
$12,143
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
ONATIONS TO VARIOUS LOCAL & INTERNATIONAL CHARTIES COLLEGE & VOCATIONAL SCHOLARSHIPS TO LOCAL HIGH SCHOOL STUDENTS AS PER RECOMENDTIONS FROM SCHOOLS--
DONATIONS TO VARIOUS LOCAL & INTERNATIONAL CHARTIES COLLEGE & VOCATIONAL SCHOLARSHIPS TO LOCAL HIGH SCHOOL STUDENTS AS PER RECOMENDTIONS FROM SCHOOLS--
Compensation and Service Providers
Top Officer Pay90th percentile

Employees

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

Filer

Filer Name
Freehold Rotary Charitable
EIN
52-2106049
Phone
7324311040
Address
S BERGER CPA 57 SCHANCK RD C-1, FREEHOLD, NJ 07728

Signing Officer

Name
Stephen M Berger
Title
Treasurer
Phone
7324311040
Signed
2016-02-03

Preparer

Firm
Orlick Berger Marin & Associates
Address
57 SCHANCK RD STE C-1, FREEHOLD, NJ 07728-3073
Preparer
Stephen M Berger CPA
Phone
7324622800
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses other expenses 160 total 160”

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 Appendix113 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0STEPHEN M BERGER
IRS990EZ/BooksInCareOfDetail/PhoneNum07324311040
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt057 SCHANCK RD C-1
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FREEHOLD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NJ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd007728
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt037339
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt044272
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt011920
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06933
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt037339
IRS990EZ/Form990TotalAssetsGrp/EOYAmt044272
IRS990EZ/GrantsAndSimilarAmountsPaidAmt05050
IRS990EZ/GrossReceiptsAmt012143
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0223
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt037339
IRS990EZ/NetAssetsOrFundBalancesEOYAmt044272
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt037339
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt044272
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/OtherExpensesTotalAmt0160
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/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/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NJ
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt05210
IRS990EZ/TotalRevenueAmt012143
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt011920
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt011000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt04276
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt027196
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0223
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt027196
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt011920
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt011000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt04276
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt027196
IRS990ScheduleA/TotalSupportAmt027196
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OTHER EXPENSES 160 TOTAL 160
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 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN M BERGER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07324311040
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-02-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FREEHOLD ROTARY CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0FREE
ReturnHeader/Filer/EIN0522106049
ReturnHeader/Filer/PhoneNum07324311040
ReturnHeader/Filer/USAddress/AddressLine1Txt0S BERGER CPA 57 SCHANCK RD C-1
ReturnHeader/Filer/USAddress/CityNm0FREEHOLD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd007728
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200157471
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ORLICK BERGER MARIN & ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt057 SCHANCK RD STE C-1
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FREEHOLD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0077283073
ReturnHeader/PreparerPersonGrp/PhoneNum07324622800
ReturnHeader/PreparerPersonGrp/PreparationDt02016-02-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN M BERGER CPA
ReturnHeader/ReturnTs02016-02-03T07:21:21-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$44,272
Liabilities
$0
Net assets
$44,272
Revenue
$12,143
Expenses
$5,210
Net income
$6,933
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