Civic Intelligence

The Dr a Everett Rosen and Ruth E Rosen Foundation C/O Dr Walter M Rosen

EIN 04-2915665 • Dayton, ME

42 Sokokis DriveDayton, ME 04005-7606
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2015

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2015

Net Margin

97th percentile

93%

Higher net margin than 97% of similar nonprofits.

<$500k nonprofits • Source year 2015

Top Officer Pay

87th percentile

$9,011

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 5.5% of source-year revenue.

<$500k nonprofits • Source year 2015

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

14th percentile

-65%

Faster revenue growth than 14% of similar nonprofits.

<$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $4,451,611 (-100%) from 2014

Liabilities

Down

$0

Down $8,306 (-100%) from 2014

Net Assets

Down

$0

Down $4,443,305 (-100%) from 2014

Operations
Liabilities / Revenue66th percentileNet Margin97th percentile

Revenue

Down

$165,131

Down $306,654 (-65%) from 2014

Expenses

Down

$11,347

Down $369,468 (-97%) from 2014

Net Income

Up

$153,784

Up $62,814 (+69%) from 2014

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2010: $4,628,163Liabilities 2010: $0Net Assets 2010: $4,628,1632010Assets 2011: $4,304,743Liabilities 2011: $26,1302011Assets 2012: $4,247,753Liabilities 2012: $13,338Net Assets 2012: $4,234,4152012Assets 2013: $4,352,335Liabilities 2013: $0Net Assets 2013: $4,352,3352013Assets 2014: $4,451,611Liabilities 2014: $8,306Net Assets 2014: $4,443,3052014Assets 2015: $0Liabilities 2015: $0Net Assets 2015: $02015

Highlighted filing

2015

Assets$0
Liabilities$0
Net Assets$0
Open 2015 Filing

Operations Trend

Revenue Growth14th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$500K$0-$500KExpenses 2010: $325,8452010Revenue 2011: -$3,624Expenses 2011: $345,926Net Income 2011: -$349,5502011Expenses 2012: $367,3402012Revenue 2013: $475,185Expenses 2013: $357,265Net Income 2013: $117,9202013Revenue 2014: $471,785Expenses 2014: $380,815Net Income 2014: $90,9702014Revenue 2015: $165,131Expenses 2015: $11,347Net Income 2015: $153,7842015

Highlighted filing

2015

Revenue$165,131
Expenses$11,347
Net Income$153,784
Open 2015 Filing

Filings

Most recent year

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

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$165,131
Expenses
$11,347
Net income
$153,784
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.17$0.01$0.15
2014Detailed filing. Detailed filing data is available for this year.$4.45$0.01$4.44$0.47$0.38$0.09
2013Detailed filing. Detailed filing data is available for this year.$4.35$0.00$4.35$0.48$0.36$0.12
2012Detailed filing. Detailed filing data is available for this year.$4.25$0.01$4.23$0.37
2011Summary only. Only limited summary data is available for this year.$4.30$0.03$0.00$0.35$0.35
2010Detailed filing. Detailed filing data is available for this year.$4.63$0.00$4.63$0.33
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Oct 24, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WALTER M ROSENTrusteePT$9,011-$9,011
Filing and Contact Details

Filer

Filer Name
The Dr a Everett and Ruth E Rosen
EIN
04-2915665
Phone
2072824790
Address
42 SOKOKIS DRIVE, DAYTON, ME 04005-7606

Signing Officer

Name
Walter M Rosen
Title
Trustee
Phone
7139638778
Signed
2016-10-24
Discuss with paid preparer
Yes

Preparer

Firm
Shepherd & Goldstein
Address
100 FRONT ST FL 16, WORCESTER, MA 01608
Preparer
Carl Goldstein CPA
Phone
5087573311
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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/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01000
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0108681
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0107681
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt041635
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0335
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt024645
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt04989
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt047836
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0107681
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt011759
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt011759
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt011759
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0119440
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LiquidationExplanationStmt/ExplanationTxt0THE DR. A. EVERETT AND RUTH E. ROSEN FOUNDATION EIN 04-2915665 WAS CONVERTED INTO A CHARITABLE CORPORATION, THE DR. A. EVERETT AND RUTH E. ROSEN FOUNDATION, INC. EIN 47-23195894. ALL ASSETS HELD BY THE CHARITABLE TRUST WERE TRANSFERRED TO THE CHARITABLE CORPORATION DURING 2015.
OtherDecreasesSchedule/OtherDecreasesDetail/Amt04597089
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0TRANSFER TO EIN 47-2319589
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3OUTSIDE SERVICES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0128
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt122
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2500
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0255
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt143
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21000
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0450
OtherIncomeSchedule2/OtherIncomeDetail/Desc0VENDOR REFUND
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0450
TaxesSchedule/TaxesDetail/Amt038
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt038
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WALTER M ROSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07139638778
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE DR A EVERETT AND RUTH E ROSEN
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION C/O DR ROSEN
ReturnHeader/Filer/BusinessNameControlTxt0DRAE
ReturnHeader/Filer/EIN0042915665
ReturnHeader/Filer/PhoneNum02072824790
ReturnHeader/Filer/USAddress/AddressLine1Txt042 SOKOKIS DRIVE
ReturnHeader/Filer/USAddress/CityNm0DAYTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0ME
ReturnHeader/Filer/USAddress/ZIPCd0040057606
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042701070
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SHEPHERD & GOLDSTEIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 FRONT ST FL 16
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WORCESTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001608
ReturnHeader/PreparerPersonGrp/PhoneNum05087573311
ReturnHeader/PreparerPersonGrp/PreparationDt02016-10-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CARL GOLDSTEIN CPA
ReturnHeader/ReturnTs02016-10-24T14:22:01-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

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