Civic Intelligence

Marshall Rose Family Foundation Inc.

990PF • Fiscal year 2017 • EIN 13-3036439

Dec 01, 2016 to Nov 30, 2017 • Filed on Apr 15, 2018

Organization Profile
C/O GEORGETOWN500 Park Ave Suite 1New York, NY 10022

(212) 755-2323

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

1st percentile

-711%

Higher net margin than 1% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

12th percentile

-8.4%

Faster asset growth than 12% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

1st percentile

-98%

Faster revenue growth than 1% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$3,554,830

Down $326,188 (-8.4%) from 2016

Net Assets

Down

$3,554,830

Down $326,188 (-8.4%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin1st percentile

Revenue

Down

$45,898

Down $2,646,759 (-98%) from 2016

Expenses

Up

$372,086

Up $58,166 (+19%) from 2016

Net Income

Down

-$326,188

Down $2,704,925 (-114%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth12th 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

2017

Assets$3,554,830
Liabilities$0
Net Assets$3,554,830
Open 2017 Filing

Operations Trend

Revenue Growth1st 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

2017

Revenue$45,898
Expenses$372,086
Net Income-$326,188
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2016 to Nov 30, 2017
Signed
Apr 15, 2018
Return Version
2016v3.1
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARSHALL ROSEDirector-$0--
ANDREW ROSEDirector-$0--
WENDI ROSEDirector-$0--
Filing and Contact Details

Filer

Filer Name
Marshall Rose Foundation Inc
EIN
13-3036439
In Care Of
% TAXPAYER
Phone
2127552323
Address
C/O GEORGETOWN500 Park Ave Suite 1, NEW YORK, NY 10022

Signing Officer

Name
Marshall Rose
Title
Director
Phone
2127519100
Signed
2018-04-15
Discuss with paid preparer
Yes

Preparer

Firm
Withumsmithbrown Pc
Address
1411 BROADWAY 9TH FLOOR, NEW YORK, NY 10018
Preparer
Jeffrey Shlefstein CPA
Phone
2127519100
Raw XML Appendix272 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/UndistributedIncomeGrp/ExcessFromYear3Amt0191270
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0337233
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0328988
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0136013
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01325137
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01189124
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEE REVERSAL
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OFFICE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0991
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1991
TaxesSchedule/TaxesDetail/Amt042998
TaxesSchedule/TaxesDetail/Amt1250
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1NEW YORK STATE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0250
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARSHALL ROSE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02127519100
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARSHALL ROSE FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0MARS
ReturnHeader/Filer/EIN0133036439
ReturnHeader/Filer/InCareOfNm0% TAXPAYER
ReturnHeader/Filer/PhoneNum02127552323
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O GEORGETOWN500 Park Ave Suite 1
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010022
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0950D43D7442C95CBD1A1AAD1BE31BBDB5D2D18D8
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0FFA8129EA6587577C6AA11267F05C4D42F5C3242
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId022006220180385000076
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-02-07
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0198.46.120.251
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WITHUMSMITHBROWN PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01411 BROADWAY 9TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010018
ReturnHeader/PreparerPersonGrp/PhoneNum02127519100
ReturnHeader/PreparerPersonGrp/PreparationDt02018-04-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY SHLEFSTEIN CPA
ReturnHeader/ReturnTs02018-02-07T17:02:00-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-12-01
ReturnHeader/TaxPeriodEndDt02017-11-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,554,830
Liabilities
$0
Net assets
$3,554,830
Revenue
$45,898
Expenses
$372,086
Net income
-$326,188
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