Civic Intelligence

Marshall Rose Family Foundation Inc.

990PF • Fiscal year 2014 • EIN 13-3036439

Dec 01, 2013 to Nov 30, 2014 • Filed on Apr 15, 2015

Organization Profile
C/O Georgetown Gp 667 Madison AveSuiteNew York, NY 10065

(212) 755-2323

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

27th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

8th percentile

-56%

Higher net margin than 8% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

11th percentile

-9.3%

Faster asset growth than 11% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

42nd percentile

0.7%

Faster revenue growth than 42% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$1,508,031

Down $154,277 (-9.3%) from 2013

Net Assets

Down

$1,508,031

Down $154,277 (-9.3%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin8th percentile

Revenue

Up

$273,442

Up $2,011 (+0.7%) from 2013

Expenses

Down

$427,719

Down $125,461 (-23%) from 2013

Net Income

Up

-$154,277

Up $127,472 (+45%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth11th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $1,947,391Liabilities 2011: $02011Assets 2012: $1,944,057Liabilities 2012: $02012Assets 2013: $1,662,308Liabilities 2013: $0Net Assets 2013: $1,662,3082013Assets 2014: $1,508,031Liabilities 2014: $0Net Assets 2014: $1,508,0312014Assets 2015: $1,502,281Liabilities 2015: $0Net Assets 2015: $1,502,2812015Assets 2016: $3,881,018Liabilities 2016: $0Net Assets 2016: $3,881,0182016Assets 2017: $3,554,830Liabilities 2017: $0Net Assets 2017: $3,554,8302017Assets 2018: $3,212,554Liabilities 2018: $0Net Assets 2018: $3,212,5542018Assets 2019: $2,976,201Liabilities 2019: $0Net Assets 2019: $2,976,2012019Assets 2020: $2,950,375Liabilities 2020: $0Net Assets 2020: $2,950,3752020Assets 2021: $2,825,875Liabilities 2021: $0Net Assets 2021: $2,825,8752021Assets 2022: $2,809,494Liabilities 2022: $0Net Assets 2022: $2,809,4942022Assets 2023: $2,799,282Liabilities 2023: $0Net Assets 2023: $2,799,2822023Assets 2024: $2,824,933Liabilities 2024: $0Net Assets 2024: $2,824,9332024

Highlighted filing

2014

Assets$1,508,031
Liabilities$0
Net Assets$1,508,031
Open 2014 Filing

Operations Trend

Revenue Growth42nd percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $437,064Expenses 2011: $574,200Net Income 2011: -$137,1362011Revenue 2012: $542,044Expenses 2012: $545,378Net Income 2012: -$3,3342012Revenue 2013: $271,431Expenses 2013: $553,180Net Income 2013: -$281,7492013Revenue 2014: $273,442Expenses 2014: $427,719Net Income 2014: -$154,2772014Revenue 2015: $414,168Expenses 2015: $419,918Net Income 2015: -$5,7502015Revenue 2016: $2,692,657Expenses 2016: $313,920Net Income 2016: $2,378,7372016Revenue 2017: $45,898Expenses 2017: $372,086Net Income 2017: -$326,1882017Revenue 2018: $48,084Expenses 2018: $390,360Net Income 2018: -$342,2762018Revenue 2019: $48,292Expenses 2019: $284,645Net Income 2019: -$236,3532019Revenue 2020: $94,828Expenses 2020: $120,654Net Income 2020: -$25,8262020Revenue 2021: $142,517Expenses 2021: $269,138Net Income 2021: -$126,6212021Revenue 2022: $127,268Expenses 2022: $93,449Net Income 2022: $33,8192022Revenue 2023: $131,629Expenses 2023: $141,841Net Income 2023: -$10,2122023Revenue 2024: $164,004Expenses 2024: $89,997Net Income 2024: $74,0072024

Highlighted filing

2014

Revenue$273,442
Expenses$427,719
Net Income-$154,277
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2013 to Nov 30, 2014
Signed
Apr 15, 2015
Return Version
2013v4.0
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARSHALL ROSEDirector-$0--
SIMEON BRINBERGDirector-$0--
Filing and Contact Details

Filer

EIN
13-3036439
In Care Of
% TAXPAYER
Phone
2127552323

Signing Officer

Name
Marshall Rose
Title
Director
Phone
2127552323
Signed
2015-04-15
Discuss with paid preparer
Yes

Preparer

Preparer
Robert Demmett CPA
Phone
2127552323
Raw XML Appendix270 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.

Path#Value
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0611704
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm026,677 SHS ONE LIBERTY PROPERT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt01000000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0MONARCH DEBT RECOVERY FUND LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt04009541
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt067258
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-154277
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0389913
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0659
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IRS990PF/FMVAssetsEOYAmt04771174
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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01000000
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt04702819
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt051256
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt04651563
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt070542
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0231614
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02670589
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02479319
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0MARSHALL ROSE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10667 MADISON AVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0NEW YORK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode010065
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt075000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEE REVERSAL
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0-41
TaxesSchedule/TaxesDetail/Amt08845
TaxesSchedule/TaxesDetail/Amt1250
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1NEW YORK STATE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0250
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARSHALL ROSE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02127552323
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-04-15
ReturnHeader/Filer/BusinessName/BusinessNameLine10MARSHALL ROSE FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0MARS
ReturnHeader/Filer/EIN0133036439
ReturnHeader/Filer/InCareOfNm0% TAXPAYER
ReturnHeader/Filer/PhoneNum02127552323
ReturnHeader/Filer/USAddress/AddressLine10C/O GEORGETOWN GP 667 MADISON AVE
ReturnHeader/Filer/USAddress/AddressLine20Suite
ReturnHeader/Filer/USAddress/City0NEW YORK
ReturnHeader/Filer/USAddress/State0NY
ReturnHeader/Filer/USAddress/ZIPCode010065
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10WITHUMSMITHBROWN PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101411 BROADWAY 9TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode010018
ReturnHeader/PreparerPersonGrp/PhoneNum02127552323
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT DEMMETT CPA
ReturnHeader/ReturnTs02015-02-12T15:54:29-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-12-01
ReturnHeader/TaxPeriodEndDt02014-11-30
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,508,031
Liabilities
$0
Net assets
$1,508,031
Revenue
$273,442
Expenses
$427,719
Net income
-$154,277
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.82$0.00$2.82$0.16$0.09$0.07
2023Detailed filing. Detailed filing data is available for this year.$2.80$0.00$2.80$0.13$0.14$0.01
2022Detailed filing. Detailed filing data is available for this year.$2.81$0.00$2.81$0.13$0.09$0.03
2021Detailed filing. Detailed filing data is available for this year.$2.83$0.00$2.83$0.14$0.27$0.13
2020Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$0.09$0.12$0.03
2019Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.05$0.28$0.24
2018Detailed filing. Detailed filing data is available for this year.$3.21$0.00$3.21$0.05$0.39$0.34
2017Detailed filing. Detailed filing data is available for this year.$3.55$0.00$3.55$0.05$0.37$0.33
2016Detailed filing. Detailed filing data is available for this year.$3.88$0.00$3.88$2.69$0.31$2.38
2015Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.41$0.42$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.27$0.43$0.15
2013Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.27$0.55$0.28
2012Summary only. Only limited summary data is available for this year.$1.94$0.00$0.54$0.55$0.00
2011Summary only. Only limited summary data is available for this year.$1.95$0.00$0.44$0.57$0.14