Civic Intelligence

Frederick P and Sandra P Rose Foundation

990PF • Fiscal year 2016 • EIN 13-3136740

Dec 01, 2015 to Nov 30, 2016 • Filed on Jan 05, 2017

200 Madison Avenue 5th FloorNew York, NY 10016

(212) 210-6666

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.

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

61st percentile

6.6%

Higher net margin than 61% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

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.

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

79th percentile

13%

Faster asset growth than 79% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

36th percentile

-3.5%

Faster revenue growth than 36% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Up

$634,042

Up $74,788 (+13%) from 2015

Net Assets

Up

$634,042

Up $135,170 (+27%) from 2015

Liabilities

Down

$0

Down $60,382 (-100%) from 2015

Revenue

Down

$2,035,428

Down $74,542 (-3.5%) from 2015

Expenses

Down

$1,900,258

Down $20,056 (-1.0%) from 2015

Net Income

Down

$135,170

Down $54,486 (-29%) from 2015

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2010: $598,625Liabilities 2010: $0Net Assets 2010: $598,6252010Assets 2011: $500,711Liabilities 2011: $0Net Assets 2011: $500,7112011Assets 2012: $451,323Liabilities 2012: $63,7632012Assets 2013: $348,043Liabilities 2013: $185,361Net Assets 2013: $162,6822013Assets 2014: $369,598Liabilities 2014: $60,382Net Assets 2014: $309,2162014Assets 2015: $559,254Liabilities 2015: $60,382Net Assets 2015: $498,8722015Assets 2016: $634,042Liabilities 2016: $0Net Assets 2016: $634,0422016Assets 2017: $937,950Liabilities 2017: $0Net Assets 2017: $937,9502017Assets 2018: $552,108Liabilities 2018: $0Net Assets 2018: $552,1082018Assets 2019: $233,652Liabilities 2019: $0Net Assets 2019: $233,6522019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2016

Assets$634,042
Liabilities$0
Net Assets$634,042

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $2,315,0862010Expenses 2011: $2,240,5772011Revenue 2012: $2,383,479Expenses 2012: $2,496,630Net Income 2012: -$113,1512012Revenue 2013: $2,181,189Expenses 2013: $2,406,067Net Income 2013: -$224,8782013Revenue 2014: $1,880,078Expenses 2014: $1,733,583Net Income 2014: $146,4952014Revenue 2015: $2,109,970Expenses 2015: $1,920,314Net Income 2015: $189,6562015Revenue 2016: $2,035,428Expenses 2016: $1,900,258Net Income 2016: $135,1702016Revenue 2017: $5,522,208Expenses 2017: $5,218,300Net Income 2017: $303,9082017Revenue 2018: $197,720Expenses 2018: $583,562Net Income 2018: -$385,8422018Revenue 2019: $1,276,400Expenses 2019: $1,584,856Net Income 2019: -$308,4562019Revenue 2020: $1,304Expenses 2020: $24,527Net Income 2020: -$23,2232020

Highlighted filing

2016

Revenue$2,035,428
Expenses$1,900,258
Net Income$135,170
Jump To
Filing Snapshot
Filing Period
Dec 1, 2015 to Nov 30, 2016
Signed
Jan 5, 2017
Return Version
2015v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SANDRA P ROSEPresident/Director-$0--
JONATHAN F P ROSEV.P./Director-$0--
DEBORAH ROSEDirector-$0--
ADAM R ROSESecretary/Treasury/Director-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSEE SCHEDULE ATTACHEDCharitablePUBLICNEW YORK, NY, US$1,891,550
Filing and Contact Details

Filer

Filer Name
Frederick P and Sandra P Rose Foundation
EIN
13-3136740
In Care Of
% MICHAEL SCHINDLER
Phone
2122106666
Address
200 MADISON AVENUE 5TH FLOOR, NEW YORK, NY 10016

Signing Officer

Name
Adam R Rose
Title
Director
Phone
2122106666
Signed
2017-01-05
Discuss with paid preparer
Yes

Preparer

Firm
Eisneramper Llp
Address
750 THIRD AVENUE, NEW YORK, NY 10017-2703
Preparer
Kenneth Weissenberg
Phone
2128914070
Raw XML Appendix390 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/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0200 MADISON AVENUE 5TH FLOOR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NEW YORK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0100163912
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0DE
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0MICHAEL SCHINDLER
IRS990PF/StatementsRegardingActyGrp/PhoneNum02122106666
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0SANDRA P ROSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01891550
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Charitable
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE SCHEDULE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0750 THIRD AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010017
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01891550
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt026277
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt026277
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01886044
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01707831
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt02382119
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt02463358
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt02204791
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt02204791
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt010307355
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01868003
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01886044
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01707831
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02382119
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt02463358
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02011
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01894280
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01868003
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt012512146
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt010644143
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorNum23
IRS990ScheduleB/ContributorInformationGrp/ContributorNum34
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0SANDRA P ROSE
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1ADAM ROSE
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm2DEBORAH ROSE
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm3JONATHAN ROSE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0C/O 200 MADISON AVENUE 5TH FLOOR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1C/O 200 MADISON AVENUE 5TH FLOOR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt2C/O 200 MADISON AVENUE 5TH FLOOR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt3C/O 200 MADISON AVENUE 5TH FLOOR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0NEW YORKN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1NEW YORK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm2NEW YORK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm3NEW YORK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd2NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd3NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd010016
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd110016
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd210016
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd310016
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd2X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd3X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt01892000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt129000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt229000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt329000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0401
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0803
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0402
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0CT CORPORATION SYSTEM
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1DELAWARE SECRETARY OF STATE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0281
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1198
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0281
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1198
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt10
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt20
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FARRALON - OTHER INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc1GOOD HUE HOUSE CO.
OtherIncomeSchedule2/OtherIncomeDetail/Desc2TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0891
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt151758
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt20
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0891
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt151758
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt23726
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt060382
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0DUE TO GOODHUE RESIDENTIAL
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt03726
TaxesSchedule/TaxesDetail/CategoryTxt0US TREASURY REFUND APPLIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ADAM R ROSE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/PhoneNum02122106666
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FREDERICK P AND SANDRA P ROSE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0FRED
ReturnHeader/Filer/EIN0133136740
ReturnHeader/Filer/InCareOfNm0% MICHAEL SCHINDLER
ReturnHeader/Filer/PhoneNum02122106666
ReturnHeader/Filer/USAddress/AddressLine1Txt0200 MADISON AVENUE 5TH FLOOR
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010016
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EISNERAMPER LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0750 THIRD AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0100172703
ReturnHeader/PreparerPersonGrp/PhoneNum02128914070
ReturnHeader/PreparerPersonGrp/PreparationDt02017-01-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KENNETH WEISSENBERG
ReturnHeader/ReturnTs02017-01-30T14:00:54-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-12-01
ReturnHeader/TaxPeriodEndDt02016-11-30
ReturnHeader/TaxYr02015

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