Civic Intelligence

Freehold Rotary Charitable Foundation Inc.

990EZ • Fiscal year 2017 • EIN 52-2106049

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 08, 2017

Organization ProfileN/A
J Marin Cpa 57 Schanck Rd C-1Freehold, NJ 07728

(732) 462-2800

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.

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

Liabilities / Revenue

82nd percentile

0.00x

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

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

Net Margin

7th percentile

-87%

Higher net margin than 7% of similar nonprofits.

2017 filings • NTEE T50 • <$500k nonprofits • Source year 2017

Top Officer Pay

91st percentile

$0

Higher top officer pay than 91% of similar nonprofits.

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

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

Asset Growth

40th percentile

-3.1%

Faster asset growth than 40% of similar nonprofits.

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

Revenue Growth

60th percentile

20%

Faster revenue growth than 60% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Down

$43,364

Down $1,369 (-3.1%) from 2016

Net Assets

Down

$43,364

Down $1,369 (-3.1%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin7th percentile

Revenue

Up

$1,568

Up $258 (+20%) from 2016

Expenses

Up

$2,936

Up $2,086 (+245%) from 2016

Net Income

Down

-$1,368

Down $1,828 (-397%) from 2016

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 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

2017

Assets$43,364
Liabilities$0
Net Assets$43,364
Open 2017 Filing

Operations Trend

Revenue Growth60th 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

2017

Revenue$1,568
Expenses$2,936
Net Income-$1,368
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 8, 2017
Return Version
2016v3.0
Gross Receipts
$1,568
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$2,851$2,851
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 Pay91st 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
7324622800
Address
J MARIN CPA 57 SCHANCK RD C-1, FREEHOLD, NJ 07728

Signing Officer

Name
Stephen M Berger
Title
Treasurer
Phone
7324622800
Signed
2017-11-08

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 85 total 85”

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 Appendix120 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/BOYAmt044732
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt043364
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01483
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1368
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt044732
IRS990EZ/Form990TotalAssetsGrp/EOYAmt043364
IRS990EZ/GrantsAndSimilarAmountsPaidAmt02851
IRS990EZ/GrossReceiptsAmt01568
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt085
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt044732
IRS990EZ/NetAssetsOrFundBalancesEOYAmt043364
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt044732
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt043364
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/OtherExpensesTotalAmt085
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/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt02851
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt02851
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NJ
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt02936
IRS990EZ/TotalProgramServiceExpensesAmt02851
IRS990EZ/TotalRevenueAmt01568
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01483
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01200
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt011920
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt011000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt025603
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt085
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt025603
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01483
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01200
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt011920
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt011000
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt025603
IRS990ScheduleA/TotalSupportAmt025603
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OTHER EXPENSES 85 TOTAL 85
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/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN M BERGER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07324622800
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FREEHOLD ROTARY CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0FREE
ReturnHeader/Filer/EIN0522106049
ReturnHeader/Filer/PhoneNum07324622800
ReturnHeader/Filer/USAddress/AddressLine1Txt0J MARIN CPA 57 SCHANCK RD C-1
ReturnHeader/Filer/USAddress/CityNm0FREEHOLD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd007728
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId01618C365E138562C69B3FC7F55FA067C75EEB320
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0768924B3E140BF8261684DD94139B4AA526C5F19
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/PreparationDt02017-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN M BERGER CPA
ReturnHeader/ReturnTs02017-11-10T16:13:51-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$43,364
Liabilities
$0
Net assets
$43,364
Revenue
$1,568
Expenses
$2,936
Net income
-$1,368
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