Civic Intelligence

Leonard a & Barbara Rosen Charitable Foundation Suite 1000

990PF • Fiscal year 2021 • EIN 04-6458070

Sep 01, 2020 to Aug 31, 2021 • Filed on Jul 15, 2022

Organization Profile
CO 306 Main Street No 400Worcester, MA 01615-0034

(508) 791-0901

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

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

Liabilities / Revenue

57th percentile

0.00x

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

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

Net Margin

57th percentile

13%

Higher net margin than 57% of similar nonprofits.

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

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

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

Asset Growth

54th percentile

5.8%

Faster asset growth than 54% of similar nonprofits.

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

Revenue Growth

47th percentile

0.1%

Faster revenue growth than 47% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$61,679

Up $3,407 (+5.8%) from 2020

Net Assets

Up

$61,679

Up $3,407 (+5.8%) from 2020

Liabilities

Down

$0

Down $1 (-100%) from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin57th percentile

Revenue

Up

$25,507

Up $38 (+0.1%) from 2020

Expenses

Up

$22,100

Up $1,045 (+5.0%) from 2020

Net Income

Down

$3,407

Down $1,007 (-23%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$100K$50K$0Assets 2011: $13,155Liabilities 2011: $0Net Assets 2011: $13,1552011Assets 2012: $15,468Liabilities 2012: $0Net Assets 2012: $15,4682012Assets 2013: $11,095Liabilities 2013: $0Net Assets 2013: $11,0952013Assets 2014: $6,596Liabilities 2014: $1Net Assets 2014: $6,5962014Assets 2015: $11,967Liabilities 2015: $0Net Assets 2015: $11,9672015Assets 2016: $28,771Liabilities 2016: $1Net Assets 2016: $28,7712016Assets 2017: $36,962Liabilities 2017: $0Net Assets 2017: $36,9622017Assets 2018: $44,807Liabilities 2018: $0Net Assets 2018: $44,8072018Assets 2019: $53,858Liabilities 2019: $1Net Assets 2019: $53,8582019Assets 2020: $58,272Liabilities 2020: $1Net Assets 2020: $58,2722020Assets 2021: $61,679Liabilities 2021: $0Net Assets 2021: $61,6792021Assets 2022: $44,829Liabilities 2022: $1Net Assets 2022: $44,8292022Assets 2023: $94,829Liabilities 2023: $12023Assets 2024: $94,829Liabilities 2024: $0Net Assets 2024: $94,8292024

Highlighted filing

2021

Assets$61,679
Liabilities$0
Net Assets$61,679
Open 2021 Filing

Operations Trend

Revenue Growth47th percentile

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

$60K$40K$20K$0-$20KExpenses 2011: $23,1802011Expenses 2012: $22,7252012Revenue 2013: $10,037Expenses 2013: $14,410Net Income 2013: -$4,3732013Revenue 2014: $10,036Expenses 2014: $14,535Net Income 2014: -$4,4992014Revenue 2015: $15,001Expenses 2015: $9,630Net Income 2015: $5,3712015Revenue 2016: $25,014Expenses 2016: $8,210Net Income 2016: $16,8042016Revenue 2017: $20,078Expenses 2017: $11,887Net Income 2017: $8,1912017Revenue 2018: $20,530Expenses 2018: $12,685Net Income 2018: $7,8452018Revenue 2019: $20,211Expenses 2019: $11,160Net Income 2019: $9,0512019Revenue 2020: $25,469Expenses 2020: $21,055Net Income 2020: $4,4142020Revenue 2021: $25,507Expenses 2021: $22,100Net Income 2021: $3,4072021Revenue 2022: $20,000Expenses 2022: $36,850Net Income 2022: -$16,8502022Revenue 2023: $50,000Expenses 2023: $0Net Income 2023: $50,0002023Revenue 2024: $0Expenses 2024: $0Net Income 2024: $02024

Highlighted filing

2021

Revenue$25,507
Expenses$22,100
Net Income$3,407
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2020 to Aug 31, 2021
Signed
Jul 15, 2022
Return Version
2020v4.2
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LEONARD A ROSENTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Leonard & Barbara Rosen
EIN
04-6458070
Phone
5087910901
Address
CO 306 MAIN STREET NO 400, WORCESTER, MA 01615-0034

Signing Officer

Name
Leonard Rosen
Title
Trustee
Phone
5087910901
Signed
2022-07-15
Discuss with paid preparer
Yes

Preparer

Firm
Greenberg Rosenblatt Kull & Bitsolipc
Address
306 MAIN STREET SUITE 400, WORCESTER, MA 01608
Preparer
Michael J Hayes CPA
Phone
5087910901
Raw XML Appendix336 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/ChangesToArticlesOrBylawsInd00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9406 WEST 34TH STREET
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5NORTHAMPTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7FORT LAUDERDALE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8ROXBURY CROSSING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9KANSAS CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10JACKSONVILLE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd10FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002151
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd102467
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd202110
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd302118
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd402129
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd501061
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd602130
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd733309
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd802120
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd964111
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1032256
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt022100
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/AppliedToCurrentYearAmt02971
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02971
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt018183
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt08567
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt010553
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt010119
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt06896
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt06896
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt066551
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt019129
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt018183
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt08567
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt010553
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt010119
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt022100
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt019129
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt073447
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt054318
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0LEONARD A ROSEN
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0630 HAMMOND STREET UNIT 102
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0CHESTNUT HILL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd002467
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt025500
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LEONARD ROSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05087910901
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-07-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEONARD & BARBARA ROSEN
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LEON
ReturnHeader/Filer/EIN0046458070
ReturnHeader/Filer/PhoneNum05087910901
ReturnHeader/Filer/USAddress/AddressLine1Txt0CO 306 MAIN STREET NO 400
ReturnHeader/Filer/USAddress/CityNm0WORCESTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd0016150034
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042687094
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GREENBERG ROSENBLATT KULL & BITSOLIPC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0306 MAIN STREET SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WORCESTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001608
ReturnHeader/PreparerPersonGrp/PhoneNum05087910901
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL J HAYES CPA
ReturnHeader/ReturnTs02022-07-15T14:51:25-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LEONARD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ROSEN
ReturnHeader/TaxPeriodBeginDt02020-09-01
ReturnHeader/TaxPeriodEndDt02021-08-31
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
$61,679
Liabilities
$0
Net assets
$61,679
Revenue
$25,507
Expenses
$22,100
Net income
$3,407
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$94.8$0.00$94.8$0.00$0.00$0.00
2023Detailed filing. Detailed filing data is available for this year.$94.8$0.00$50.0$0.00$50.0
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$44.8$0.00$44.8$20.0$36.9$16.9
2021Detailed filing. Detailed filing data is available for this year.$61.7$0.00$61.7$25.5$22.1$3.41
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$58.3$0.00$58.3$25.5$21.1$4.41
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$53.9$0.00$53.9$20.2$11.2$9.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$44.8$0.00$44.8$20.5$12.7$7.85
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$37.0$0.00$37.0$20.1$11.9$8.19
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$28.8$0.00$28.8$25.0$8.21$16.8
2015Detailed filing. Detailed filing data is available for this year.$12.0$0.00$12.0$15.0$9.63$5.37
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$6.60$0.00$6.60$10.0$14.5$4.50
2013Detailed filing. Detailed filing data is available for this year.$11.1$0.00$11.1$10.0$14.4$4.37
2012Detailed filing. Detailed filing data is available for this year.$15.5$0.00$15.5$22.7
2011Detailed filing. Detailed filing data is available for this year.$13.2$0.00$13.2$23.2