Civic Intelligence

Richard Eric Rosenberg Foundation Inc.

990PF • Fiscal year 2021 • EIN 04-3321452

May 01, 2020 to Apr 30, 2021 • Filed on Jan 10, 2022

Organization Profile
1012 Cane Creek RoadFletcher, NC 28732

(803) 517-8833

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.00x

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

2021 filings • NTEE T • <$500k nonprofits • Source year 2021

Liabilities / Revenue

71st percentile

0.00x

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

2021 filings • NTEE T • <$500k nonprofits • Source year 2021

Net Margin

31st percentile

-18%

Higher net margin than 31% of similar nonprofits.

2021 filings • NTEE T • <$500k nonprofits • Source year 2021

Top Officer Pay

92nd percentile

$0

Higher top officer pay than 92% of similar nonprofits.

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

2021 filings • NTEE T • <$500k nonprofits • Source year 2021

Asset Growth

40th percentile

-2.1%

Faster asset growth than 40% of similar nonprofits.

2021 filings • NTEE T • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

40th percentile

-7.4%

Faster revenue growth than 40% of similar nonprofits.

2021 filings • NTEE T • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Down

$64,343

Down $1,410 (-2.1%) from 2020

Net Assets

Down

$64,343

Down $1,410 (-2.1%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin31st percentile

Revenue

Down

$7,730

Down $621 (-7.4%) from 2020

Expenses

Down

$9,140

Down $899 (-9.0%) from 2020

Net Income

Up

-$1,410

Up $278 (+16%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$150K$100K$50K$0Assets 2012: $126,954Liabilities 2012: $02012Assets 2013: $117,108Liabilities 2013: $02013Assets 2014: $101,472Liabilities 2014: $02014Assets 2015: $97,508Liabilities 2015: $02015Assets 2016: $89,345Liabilities 2016: $02016Assets 2017: $76,031Liabilities 2017: $0Net Assets 2017: $76,0312017Assets 2020: $65,753Liabilities 2020: $0Net Assets 2020: $65,7532020Assets 2021: $64,343Liabilities 2021: $0Net Assets 2021: $64,3432021Assets 2022: $68,333Liabilities 2022: $0Net Assets 2022: $68,3332022Assets 2023: $111,864Liabilities 2023: $0Net Assets 2023: $111,8642023Assets 2024: $108,561Liabilities 2024: $0Net Assets 2024: $108,5612024Assets 2025: $102,250Liabilities 2025: $0Net Assets 2025: $102,2502025

Highlighted filing

2021

Assets$64,343
Liabilities$0
Net Assets$64,343
Open 2021 Filing

Operations Trend

Revenue Growth40th percentile

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

$20K$10K$0-$10K-$20KRevenue 2012: $4,916Expenses 2012: $11,057Net Income 2012: -$6,1412012Revenue 2013: $1,187Expenses 2013: $11,033Net Income 2013: -$9,8462013Revenue 2014: -$4,920Expenses 2014: $10,716Net Income 2014: -$15,6362014Revenue 2015: $5,517Expenses 2015: $9,481Net Income 2015: -$3,9642015Revenue 2016: $1,389Expenses 2016: $9,552Net Income 2016: -$8,1632016Revenue 2017: -$3,285Expenses 2017: $10,029Net Income 2017: -$13,3142017Revenue 2020: $8,351Expenses 2020: $10,039Net Income 2020: -$1,6882020Revenue 2021: $7,730Expenses 2021: $9,140Net Income 2021: -$1,4102021Revenue 2022: $16,807Expenses 2022: $12,817Net Income 2022: $3,9902022Revenue 2023: -$5,459Expenses 2023: $8,365Net Income 2023: -$13,8242023Revenue 2024: $120Expenses 2024: $3,375Net Income 2024: -$3,2552024Revenue 2025: $2,965Expenses 2025: $9,276Net Income 2025: -$6,3112025

Highlighted filing

2021

Revenue$7,730
Expenses$9,140
Net Income-$1,410
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2020 to Apr 30, 2021
Signed
Jan 10, 2022
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEFFREY D ROSENBERGPresident-$0--
CAROL B LEONARDTreasurer-$0--
LAWRENCE ROSENBERGClerk-$0--
Filing and Contact Details

Filer

Filer Name
The Richard Eric Rosenberg Foundation
EIN
04-3321452
Phone
8035178833
Address
1012 CANE CREEK ROAD, FLETCHER, NC 28732

Signing Officer

Name
Carol Leonard
Title
Treasurer
Phone
8035178833
Signed
2022-01-10
Discuss with paid preparer
Yes

Preparer

Firm
Tankel Rosenberg & Co Pc
Address
20 WALNUT STREET SUITE 200, WELLESLEY HILLS, MA 02481
Preparer
Stephen C Tankel
Phone
7814896970
Raw XML Appendix343 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/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum08035178833
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0PROVIDE CONTRIBUTIONS TO ORGANIZATIONS THAT PROMOTE THE IMPROVEMENT OF THE HUMAN CONDITION.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt08000
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0WRITTEN DESCRIPTION OF ORGANIZATION MAKING REQUEST INCLUDING PURPOSE TO WHICH FUNDS WOULD BE USED.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0DR LAWRENCE ROSENBERG
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum06174913692
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt024 LEONARD AVE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0CAMBRIDGE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd002139
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0CAROL B LEONARD
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1LAWRENCE ROSENBERG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt08000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO FURTHER THE PURPOSE OF THE FOUNDATION WHICH IS TO PROMOTE THE IMPROVEMENT OF THE HUMAN CONDITION AND HELP UNDERPRIVILEGED CHILDREN CONTINUE THEIR EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0STEPPINGSTONE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C) 3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0ONE APPLETON STREET-4TH FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002116
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt08000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt07175
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt07175
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0852
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01422
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01468
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01774
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01043
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01043
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt06341
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0825
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0852
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01422
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01468
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01774
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt08000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0825
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt07384
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt06559
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0PATENT
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt025404
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/Amt035
TaxesSchedule/TaxesDetail/Amt190
TaxesSchedule/TaxesDetail/CategoryTxt0COMMONWEALTH OF MASS
TaxesSchedule/TaxesDetail/CategoryTxt1OTHER
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CAROL LEONARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08035178833
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-01-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE RICHARD ERIC ROSENBERG FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0INC
ReturnHeader/Filer/BusinessNameControlTxt0RICH
ReturnHeader/Filer/EIN0043321452
ReturnHeader/Filer/PhoneNum08035178833
ReturnHeader/Filer/USAddress/AddressLine1Txt01012 CANE CREEK ROAD
ReturnHeader/Filer/USAddress/CityNm0FLETCHER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028732
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042980584
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TANKEL ROSENBERG & CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt020 WALNUT STREET SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WELLESLEY HILLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002481
ReturnHeader/PreparerPersonGrp/PhoneNum07814896970
ReturnHeader/PreparerPersonGrp/PreparationDt02022-01-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN C TANKEL
ReturnHeader/ReturnTs02022-01-10T14:29:14-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CAROL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LEONARD
ReturnHeader/TaxPeriodBeginDt02020-05-01
ReturnHeader/TaxPeriodEndDt02021-04-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$64,343
Liabilities
$0
Net assets
$64,343
Revenue
$7,730
Expenses
$9,140
Net income
-$1,410
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.03$0.09$0.06
2024Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.00$0.03$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.05$0.08$0.14
2022Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.17$0.13$0.04
2021Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$0.08$0.09$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.08$0.10$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.03$0.10$0.13
2016Summary only. Only limited summary data is available for this year.$0.89$0.00$0.01$0.10$0.08
2015Summary only. Only limited summary data is available for this year.$0.98$0.00$0.06$0.09$0.04
2014Summary only. Only limited summary data is available for this year.$1.01$0.00$0.05$0.11$0.16
2013Summary only. Only limited summary data is available for this year.$1.17$0.00$0.01$0.11$0.10
2012Summary only. Only limited summary data is available for this year.$1.27$0.00$0.05$0.11$0.06
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • NTEE T31J • <$500k nonprofits