Civic Intelligence

David and Vera Rosenberg Foundation

990PF • Fiscal year 2014 • EIN 01-0681963

Jan 01, 2014 to Dec 31, 2014 • Filed on Sep 07, 2015

6 Manor LaneLawrence, NY 11559

(516) 239-0557

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

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

Liabilities / Revenue

58th percentile

0.00x

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

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

Net Margin

76th percentile

19%

Higher net margin than 76% of similar nonprofits.

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

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

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

Asset Growth

60th percentile

5.7%

Faster asset growth than 60% of similar nonprofits.

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

Revenue Growth

54th percentile

3.4%

Faster revenue growth than 54% of similar nonprofits.

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

Assets

Up

$398,473

Up $21,312 (+5.7%) from 2013

Net Assets

Up

$398,473

Up $21,312 (+5.7%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Up

$110,002

Up $3,573 (+3.4%) from 2013

Expenses

Up

$88,690

Up $1,034 (+1.2%) from 2013

Net Income

Up

$21,312

Up $2,539 (+14%) from 2013

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $330,256Liabilities 2011: $12011Assets 2012: $358,388Liabilities 2012: $0Net Assets 2012: $358,3882012Assets 2013: $377,161Liabilities 2013: $0Net Assets 2013: $377,1612013Assets 2014: $398,473Liabilities 2014: $0Net Assets 2014: $398,4732014Assets 2015: $376,142Liabilities 2015: $0Net Assets 2015: $376,1422015Assets 2016: $357,062Liabilities 2016: $0Net Assets 2016: $357,0622016Assets 2017: $346,844Liabilities 2017: $0Net Assets 2017: $346,8442017Assets 2018: $359,752Liabilities 2018: $0Net Assets 2018: $359,7522018Assets 2019: $355,433Liabilities 2019: $0Net Assets 2019: $355,4332019Assets 2020: $298,076Liabilities 2020: $0Net Assets 2020: $298,0762020Assets 2021: $273,322Liabilities 2021: $0Net Assets 2021: $273,3222021Assets 2022: $322,290Liabilities 2022: $0Net Assets 2022: $322,2902022Assets 2023: $297,684Liabilities 2023: $0Net Assets 2023: $297,6842023Assets 2024: $287,967Liabilities 2024: $0Net Assets 2024: $287,9672024

Highlighted filing

2014

Assets$398,473
Liabilities$0
Net Assets$398,473

Operations Trend

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

$150K$100K$50K$0-$50K-$100KRevenue 2011: $19,642Expenses 2011: $73,257Net Income 2011: -$53,6152011Expenses 2012: $64,6462012Revenue 2013: $106,429Expenses 2013: $87,656Net Income 2013: $18,7732013Revenue 2014: $110,002Expenses 2014: $88,690Net Income 2014: $21,3122014Revenue 2015: $100,016Expenses 2015: $122,347Net Income 2015: -$22,3312015Revenue 2016: $105,011Expenses 2016: $124,091Net Income 2016: -$19,0802016Revenue 2017: $100,007Expenses 2017: $110,225Net Income 2017: -$10,2182017Revenue 2018: $100,010Expenses 2018: $87,102Net Income 2018: $12,9082018Revenue 2019: $75,012Expenses 2019: $79,331Net Income 2019: -$4,3192019Revenue 2020: $13Expenses 2020: $57,370Net Income 2020: -$57,3572020Revenue 2021: $8Expenses 2021: $24,762Net Income 2021: -$24,7542021Revenue 2022: $100,010Expenses 2022: $51,042Net Income 2022: $48,9682022Revenue 2023: $20,011Expenses 2023: $44,617Net Income 2023: -$24,6062023Revenue 2024: $8Expenses 2024: $9,725Net Income 2024: -$9,7172024

Highlighted filing

2014

Revenue$110,002
Expenses$88,690
Net Income$21,312
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Sep 7, 2015
Return Version
2014v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID ROSENBERGTrustee-$0--
VERA ROSENBERGTrustee-$0--
Filing and Contact Details

Filer

Filer Name
David and Vera Rosenberg Foundation
EIN
01-0681963
Phone
5162390557
Address
6 MANOR LANE, LAWRENCE, NY 11559

Signing Officer

Name
David Rosenberg
Title
Trustee
Signed
2015-09-07
Discuss with paid preparer
Yes

Preparer

Firm
Bernath & Rosenberg PC
Address
1430 Broadway 7th Floor, New York, NY 10018-3308
Preparer
Benjamin Berger
Phone
2122211140
Raw XML Appendix280 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/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt016194
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt016194
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt082555
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt058184
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt060286
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt060689
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt047580
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt047580
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0334210
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt072496
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt082555
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt058184
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt060286
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt060689
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt088690
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt072496
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0381790
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0309294
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0DAVID ROSENBERG
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt06 MANOR LANE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0LAWERENCE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd011559
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0109990
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID ROSENBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-09-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DAVID AND VERA ROSENBERG FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0010681963
ReturnHeader/Filer/PhoneNum05162390557
ReturnHeader/Filer/USAddress/AddressLine1Txt06 MANOR LANE
ReturnHeader/Filer/USAddress/CityNm0LAWRENCE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011559
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Bernath & Rosenberg PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01430 Broadway 7th Floor
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0New York
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0100183308
ReturnHeader/PreparerPersonGrp/PhoneNum02122211140
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Benjamin Berger
ReturnHeader/ReturnTs02015-09-07T09:44:22-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.88$0.00$2.88$0.00$0.10$0.10
2023Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.20$0.45$0.25
2022Detailed filing. Detailed filing data is available for this year.$3.22$0.00$3.22$1.00$0.51$0.49
2021Detailed filing. Detailed filing data is available for this year.$2.73$0.00$2.73$0.00$0.25$0.25
2020Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.00$0.57$0.57
2019Detailed filing. Detailed filing data is available for this year.$3.55$0.00$3.55$0.75$0.79$0.04
2018Detailed filing. Detailed filing data is available for this year.$3.60$0.00$3.60$1.00$0.87$0.13
2017Detailed filing. Detailed filing data is available for this year.$3.47$0.00$3.47$1.00$1.10$0.10
2016Detailed filing. Detailed filing data is available for this year.$3.57$0.00$3.57$1.05$1.24$0.19
2015Detailed filing. Detailed filing data is available for this year.$3.76$0.00$3.76$1.00$1.22$0.22
2014Detailed filing. Detailed filing data is available for this year.$3.98$0.00$3.98$1.10$0.89$0.21
2013Detailed filing. Detailed filing data is available for this year.$3.77$0.00$3.77$1.06$0.88$0.19
2012Detailed filing. Detailed filing data is available for this year.$3.58$0.00$3.58$0.65
2011Summary only. Only limited summary data is available for this year.$3.30$0.00$0.20$0.73$0.54