Civic Intelligence

James and Alvina Bartos Balog Foundation Inc.

990PF • Fiscal year 2019 • EIN 65-0829807

Apr 01, 2018 to Mar 31, 2019 • Filed on Jan 17, 2020

Organization Profile
624 Van Beuren RoadMorristown, NJ 07960

(908) 723-0465

Siviq Scores

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

Liabilities / Assets

79th percentile

0.00x

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

2019 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

75th percentile

0.00x

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

2019 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2019

Net Margin

77th percentile

63%

Higher net margin than 77% of similar nonprofits.

2019 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

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

2019 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2019

Asset Growth

63rd percentile

6.2%

Faster asset growth than 63% of similar nonprofits.

2019 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2016 to 2019

Revenue Growth

78th percentile

81%

Faster revenue growth than 78% of similar nonprofits.

2019 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2016 to 2019

Balance Sheet
Liabilities / Assets79th percentile

Assets

Up

$1,710,280

Up $284,026 (+20%) from 2016

Net Assets

$1,710,280

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin77th percentile

Revenue

Up

$308,699

Up $256,733 (+494%) from 2016

Expenses

Down

$114,155

Down $14,540 (-11%) from 2016

Net Income

Up

$194,544

Up $271,273 (+354%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

$15M$10M$5.0M$0Assets 2012: $1,289,231Liabilities 2012: $02012Assets 2013: $1,260,783Liabilities 2013: $02013Assets 2014: $1,447,701Liabilities 2014: $02014Assets 2015: $1,492,387Liabilities 2015: $02015Assets 2016: $1,426,254Liabilities 2016: $02016Assets 2019: $1,710,280Liabilities 2019: $0Net Assets 2019: $1,710,2802019Assets 2020: $4,252,375Liabilities 2020: $98,100Net Assets 2020: $4,154,2752020Assets 2021: $9,537,435Liabilities 2021: $0Net Assets 2021: $9,537,4352021Assets 2022: $9,969,152Liabilities 2022: $0Net Assets 2022: $9,969,1522022Assets 2023: $9,132,645Liabilities 2023: $0Net Assets 2023: $9,132,6452023Assets 2024: $9,281,200Liabilities 2024: $0Net Assets 2024: $9,281,2002024Assets 2025: $10,333,131Liabilities 2025: $0Net Assets 2025: $10,333,1312025

Highlighted filing

2019

Assets$1,710,280
Liabilities$0
Net Assets$1,710,280
Open 2019 Filing

Operations Trend

Revenue Growth78th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2012: $68,636Expenses 2012: $94,051Net Income 2012: -$25,4152012Revenue 2013: $79,767Expenses 2013: $108,215Net Income 2013: -$28,4482013Revenue 2014: $274,645Expenses 2014: $87,727Net Income 2014: $186,9182014Revenue 2015: $176,217Expenses 2015: $140,497Net Income 2015: $35,7202015Revenue 2016: $51,966Expenses 2016: $128,695Net Income 2016: -$76,7292016Revenue 2019: $308,699Expenses 2019: $114,155Net Income 2019: $194,5442019Revenue 2020: $2,667,686Expenses 2020: $223,691Net Income 2020: $2,443,9952020Revenue 2021: $5,564,855Expenses 2021: $181,695Net Income 2021: $5,383,1602021Revenue 2022: $1,028,280Expenses 2022: $596,563Net Income 2022: $431,7172022Revenue 2023: -$601,228Expenses 2023: $235,279Net Income 2023: -$836,5072023Revenue 2024: $564,861Expenses 2024: $416,306Net Income 2024: $148,5552024Revenue 2025: $1,443,527Expenses 2025: $391,596Net Income 2025: $1,051,9312025

Highlighted filing

2019

Revenue$308,699
Expenses$114,155
Net Income$194,544
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2018 to Mar 31, 2019
Signed
Jan 17, 2020
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES BALOGDirector-$0--
ALVINA B BALOGDirector-$0--
JAMES D BALOGDirector-$0--
STEPHEN J BALOGDirector-$0--
MICHAEL G BALOGDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantPINGRY SCHOOLUNRESTRICTEDPUBLICMARTINSVILLE, NJ, US$10,000
Paid GrantCITIZENS CAMPAIGNUNRESTRICTEDPUBLICMETUCHEN, NJ, US$9,300
Paid GrantST JOSEPH'S HS CHARITABLE FOUNDATIONUNRESTRICTEDPUBLICMETUCHEN, NJ, US$7,500
Paid GrantINDIAN RIVER MEDICAL CENTER FOUNDATIONUNRESTRICTEDPUBLICVERO BEACH, FL, US$5,500
Paid GrantWILD FOUNDATIONUNRESTRICTEDPUBLICBOULDER, CO, US$5,000
Paid GrantSAN DIEGO FRENCH AMERICAN SCHOOLUNRESTRICTEDPUBLICLA JOLLA, CA, US$5,000
Paid GrantCOMMUNITY LIVING ABOVEUNRESTRICTEDPUBLICWEST LINN, OR, US$5,000
Paid GrantST PETER - PAUL ORTHODOX CHURCHUNRESTRICTEDPUBLICVINTONDALE, PA, US$5,000
Paid GrantOUR LADY OF LOURDES HIGH SCHOOLUNRESTRICTEDPUBLICCOAL TOWNSHIP, PA, US$5,000
Paid GrantBISHOP DUNNE SCHOOLUNRESTRICTEDPUBLICDALLAS, TX, US$4,500
Paid GrantPENNSYLVANIA STATE UNIVERSITYUNRESTRICTEDPUBLICPARK, PA, US$4,000
Paid GrantTHERE WITH CAREUNRESTRICTEDPUBLICBOULDER, CO, US$3,500
Paid GrantOUR CHILDRENS TRUSTUNRESTRICTEDPUBLICEUGENE, OR, US$3,000
Paid GrantTELLURIDE INSTITUTEUNRESTRICTEDPUBLICTELLURIDE, CO, US$3,000
Paid GrantEMPOWERMENT INTERNATIONALUNRESTRICTEDPUBLICLYONS, CO, US$2,700
Paid GrantFAIRVIEW HS BANK BOOSTERSUNRESTRICTEDPUBLICLAFAYETTE, CO, US$2,500
Paid GrantBOULDER PHILHARMONICUNRESTRICTEDPUBLICBOULDER, CO, US$2,300
Paid GrantSAVE THE REDWOODS LEAGUEUNRESTRICTEDPUBLICSAN FRANCISCO, CA, US$2,000
Paid GrantCAMP CHEWONKIUNRESTRICTEDPUBLICWISCASSET, ME, US$1,500
Paid GrantMIDDLE EAST FORUMUNRESTRICTEDPUBLICPHILADELPHIA, PA, US$1,500
Paid GrantTHINK BIG PEDIATRIC CANCER FOUNDATIONUNRESTRICTEDPUBLICDANVILLE, PA, US$1,500
Paid GrantTRI-COUNTY SCHOLARSHIP FUNDUNRESTRICTEDPUBLICPARSIPPANY, NJ, US$1,500
Paid GrantCOMMUNITY GATEPATHUNRESTRICTEDPUBLICBURLINGAME, CA, US$1,000
Paid GrantCOVENANT HOUSE OF NEW JERSEYUNRESTRICTEDPUBLICNEWARK, NJ, US$1,000
Paid GrantDAYTOPUNRESTRICTEDPUBLICMENDHAM, NJ, US$1,000
Paid GrantHIMALAYAN STOVE PROJECTUNRESTRICTEDPUBLICTAOS, NM, US$1,000
Paid GrantKEMMERER LIBRARY HARDING TOWNSHIPUNRESTRICTEDPUBLICNEW VERNON, NJ, US$1,000
Paid GrantNATIONAL MS SOCIETYUNRESTRICTEDPUBLICDENVER, CO, US$1,000
Paid GrantNORTH AMERICAN NATURE PHOTOGRAPHY ASSOCIATIONUNRESTRICTEDPUBLICALMA, IL, US$1,000
Paid GrantNATIONAL HISTORY DAY COLORADOUNRESTRICTEDPUBLICDENVER, CO, US$1,000
Paid GrantCOVENANT HOUSE NYUNRESTRICTEDPUBLICNEW YORK, NY, US$1,000
Paid GrantCHRIST CHILD SOCIETY OF SUMMITUNRESTRICTEDPUBLICSUMMIT, NJ, US$750
Paid GrantCOLORADO PUBLIC RADIOUNRESTRICTEDPUBLICCENTENNIAL, CO, US$500
Paid GrantCOLORADO SYMPHONYUNRESTRICTEDPUBLICDENVER, CO, US$500
Paid GrantFRANCISCAN CHARITIESUNRESTRICTEDPUBLICSAINT LOUIS, MO, US$500
Paid GrantGREAT SWAMP WATERSHED ASSOCIATIONUNRESTRICTEDPUBLICNEW VERNON, NJ, US$500
Paid GrantINJURED MARINE - SEMPER FI FOUNDATIONUNRESTRICTEDPUBLICOCEANSIDE, CA, US$500
Paid GrantNEW VERNON VOLUNTEER FIRE DEPARTMENTUNRESTRICTEDPUBLICNEW VERNON, NJ, US$500
Paid GrantPARTNERSHIP FOR DRUGFREE NJUNRESTRICTEDPUBLICMILLBURN, NJ, US$500
Paid GrantSPECTRUM 360UNRESTRICTEDPUBLICVERONA, NJ, US$500
Paid GrantSQUARE ONE VILLAGESUNRESTRICTEDPUBLICEUGENE, OR, US$500
Paid GrantFIRST CHOICE WOMANS RESOURCE CENTERUNRESTRICTEDPUBLICMORRISTOWN, NJ, US$500
Paid GrantINDIAN RIVER VOLUNTEER AMBULANCEUNRESTRICTEDPUBLICVERO BEACH, FL, US$500
Paid GrantFOUNDATION FOR INDIVIDUAL RIGHTS IN EDUCATIONUNRESTRICTEDPUBLICPHILADELPHIA, PA, US$250
Paid GrantINSTITUTE FOR JUSTICEUNRESTRICTEDPUBLICMIAMI, FL, US$250
Paid GrantKGNU RADIOUNRESTRICTEDPUBLICDENVER, CO, US$250
Paid GrantKUVO RADIOUNRESTRICTEDPUBLICBOULDER, CO, US$250
Paid GrantWESTFIELD COLLEGE MEN'S CLUBUNRESTRICTEDPUBLICWESTFIELD, NJ, US$250
Paid GrantDENVER ART MUSEUMUNRESTRICTEDPUBLICDENVER, CO, US$250
Paid GrantAMERICAN ALPINE CLUBUNRESTRICTEDUNRESTRICTEDPUBLICGOLDEN, CO, US$250
Paid GrantHARDING TOWNSHIP HISTORICAL SOCIETY INCUNRESTRICTEDPUBLICNEW VERNON, NJ, US$250
Paid GrantHARDING TOWNSHIP REPUBLICAN CLUBUNRESTRICTEDPUBLICNEW VERNON, NJ, US$200
Paid GrantNH BOAT MUSEUMUNRESTRICTEDPUBLICWOLFBORO, NH, US$100
Paid GrantST HUBERTS ANIMAL WELFARE CENTERUNRESTRICTEDPUBLICMADISON, NJ, US$100
Paid GrantTUFTONBORO FIREFIGHTERS ASSOCIATIONUNRESTRICTEDPUBLICMELVIN VILLAGE, NH, US$100
Filing and Contact Details

Filer

Filer Name
James & Alvina Bartos Balog
EIN
65-0829807
Phone
9087230465
Address
624 VAN BEUREN ROAD, MORRISTOWN, NJ 07960

Signing Officer

Name
Stephen J Balog
Title
Director
Phone
9087230465
Signed
2020-01-17
Discuss with paid preparer
Yes

Preparer

Firm
Maddaloni Nydick & Keenan Pc
Address
30 COLUMBIA TURNPIKE, FLORHAM PARK, NJ 07932
Preparer
Steven Nydick
Phone
9738228080
Raw XML AppendixShowing 400 of 995 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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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt111283
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt25276
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3224
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt41
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt511170
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt613181
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt787123
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt89355
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt96436
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10-17304
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11-107
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12-3
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt130
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1439901
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt158844
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt031
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt196541
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt255779
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3276
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt42993
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt513782
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt616263
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7107494
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt855998
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt949209
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt10282523
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt112550
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1252
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1316
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt14107352
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1567406
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0.9815 SHS AT&T INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13000 SHS AT&T INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2500 SHS ISHARES TIPS BOND ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc32 SHS JOHNSON & JOHNSON
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc493 SHS AT&T INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5100 SHS JOHNSON & JOHNSON
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6118 SHS JOHNSON & JOHNSON
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7780 SHS JOHNSON & JOHNSON
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc81000 SHS UNILEVER
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc92000 SHS ENBRIDGE INCOME FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc101388 SHS BERKSHIRE HATHAWAY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1119 SHS CATERPILLAR INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12.3892 SHS CATERPILLAR INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13.0944 SHS CIGNA CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14800 SHS CATERPILLAR INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15400 SHS CIGNA CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02018-09-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12018-09-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22018-09-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32018-09-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42018-09-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52018-09-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62018-09-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72018-09-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82018-09-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92018-11-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102019-03-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112019-03-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122019-03-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132019-03-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142019-03-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152019-03-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0175380
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0194544
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01710280
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01515736
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01710280
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0101215
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0101215
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0101215
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0103418
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02203
IRS990PF/DistributableAmountGrp/TotalTaxAmt02203
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01373
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt03576
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02203
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01373
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02203
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02203
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt03576
IRS990PF/FMVAssetsEOYAmt02109212
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01515736
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt01710280
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt021705
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt052591
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt052591
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0907626
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01592799
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01991731
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0586405
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt064890
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt064890
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01515736
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01710280
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02109212
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01515736
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01710280
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01515736
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01710280
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02099864
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0339710
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01760154
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt031498
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0103418
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02068366
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02099864
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JAMES BALOG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ALVINA B BALOG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JAMES D BALOG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3STEPHEN J BALOG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4MICHAEL G BALOG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0624 VAN BEUREN ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1624 VAN BEUREN ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2624 VAN BEUREN ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3624 VAN BEUREN ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4624 VAN BEUREN ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MORRISTOWN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1MORRISTOWN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2MORRISTOWN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3MORRISTOWN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4MORRISTOWN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NJ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NJ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2NJ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3NJ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4NJ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd007960
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd107960
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd207960
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd307960
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd407960
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt096431
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt098634
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt092328
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt072380
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0120990
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0120659
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt079822
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.046622
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.044887
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.037373
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.060888
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.053361
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.036599
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt02203
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt02068366
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt02056917
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01936684
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01987101
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt02261163
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt02180988
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0110786
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.233108
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0108583
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0110786
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt02203
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0110786
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,710,280
Liabilities
$0
Net assets
$1,710,280
Revenue
$308,699
Expenses
$114,155
Net income
$194,544
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$10.3$0.00$10.3$1.44$0.39$1.05
2024Detailed filing. Detailed filing data is available for this year.$9.28$0.00$9.28$0.56$0.42$0.15
2023Detailed filing. Detailed filing data is available for this year.$9.13$0.00$9.13$0.60$0.24$0.84
2022Detailed filing. Detailed filing data is available for this year.$9.97$0.00$9.97$1.03$0.60$0.43
2021Detailed filing. Detailed filing data is available for this year.$9.54$0.00$9.54$5.56$0.18$5.38
2020Detailed filing. Detailed filing data is available for this year.$4.25$0.10$4.15$2.67$0.22$2.44
2019Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.31$0.11$0.19
2016Summary only. Only limited summary data is available for this year.$1.43$0.00$0.05$0.13$0.08
2015Summary only. Only limited summary data is available for this year.$1.49$0.00$0.18$0.14$0.04
2014Summary only. Only limited summary data is available for this year.$1.45$0.00$0.27$0.09$0.19
2013Summary only. Only limited summary data is available for this year.$1.26$0.00$0.08$0.11$0.03
2012Summary only. Only limited summary data is available for this year.$1.29$0.00$0.07$0.09$0.03