Civic Intelligence

Joan Rothenberg Family Foundation Inc

EIN 13-3940229 • Rochester, NY

48 Eastland AvenueRochester, NY 14618
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

89th percentile

0.00x

Higher debt load relative to assets than 89% of similar nonprofits.

NTEE T20Z • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

91st percentile

0.05x

Higher debt load relative to revenue than 91% of similar nonprofits.

NTEE T20Z • $1M-$5M nonprofits • Source year 2024

Net Margin

29th percentile

-26%

Higher net margin than 29% of similar nonprofits.

NTEE T20Z • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

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

NTEE T20Z • $1M-$5M nonprofits • Source year 2024

Asset Growth

32nd percentile

-1.1%

Faster asset growth than 32% of similar nonprofits.

NTEE T20Z • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

33rd percentile

-5.7%

Faster revenue growth than 33% of similar nonprofits.

NTEE T20Z • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets89th percentile

Assets

Down

$1,002,879

Down $11,162 (-1.1%) from 2023

Liabilities

Up

$2,500

Up $2,221 (+796%) from 2023

Net Assets

Down

$1,000,379

Down $13,383 (-1.3%) from 2023

Operations
Liabilities / Revenue91st percentileNet Margin29th percentile

Revenue

Down

$51,657

Down $3,130 (-5.7%) from 2023

Expenses

Down

$65,040

Down $23,062 (-26%) from 2023

Net Income

Up

-$13,383

Up $19,932 (+60%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth32nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2010: $1,328,997Liabilities 2010: $0Net Assets 2010: $1,328,9972010Assets 2011: $1,328,231Liabilities 2011: $12011Assets 2012: $1,327,576Liabilities 2012: $12012Assets 2013: $1,326,250Liabilities 2013: $0Net Assets 2013: $1,326,2502013Assets 2014: $1,295,791Liabilities 2014: $0Net Assets 2014: $1,295,7912014Assets 2015: $1,247,354Liabilities 2015: $0Net Assets 2015: $1,247,3542015Assets 2016: $1,212,982Liabilities 2016: $0Net Assets 2016: $1,212,9822016Assets 2017: $1,198,283Liabilities 2017: $0Net Assets 2017: $1,198,2832017Assets 2018: $1,173,721Liabilities 2018: $0Net Assets 2018: $1,173,7212018Assets 2019: $1,143,521Liabilities 2019: $15,982Net Assets 2019: $1,127,5392019Assets 2020: $1,080,024Liabilities 2020: $1,000Net Assets 2020: $1,079,0242020Assets 2021: $1,084,778Liabilities 2021: $0Net Assets 2021: $1,084,7782021Assets 2022: $1,051,077Liabilities 2022: $4,000Net Assets 2022: $1,047,0772022Assets 2023: $1,014,041Liabilities 2023: $279Net Assets 2023: $1,013,7622023Assets 2024: $1,002,879Liabilities 2024: $2,500Net Assets 2024: $1,000,3792024

Highlighted filing

2024

Assets$1,002,879
Liabilities$2,500
Net Assets$1,000,379
Open 2024 Filing

Operations Trend

Revenue Growth33rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KExpenses 2010: $87,8892010Revenue 2011: $61,415Expenses 2011: $62,181Net Income 2011: -$7662011Revenue 2012: $70,379Expenses 2012: $71,034Net Income 2012: -$6552012Revenue 2013: $72,118Expenses 2013: $73,444Net Income 2013: -$1,3262013Revenue 2014: $67,771Expenses 2014: $98,230Net Income 2014: -$30,4592014Revenue 2015: $27,961Expenses 2015: $76,398Net Income 2015: -$48,4372015Revenue 2016: $53,715Expenses 2016: $88,087Net Income 2016: -$34,3722016Revenue 2017: $75,409Expenses 2017: $90,108Net Income 2017: -$14,6992017Revenue 2018: $55,730Expenses 2018: $80,292Net Income 2018: -$24,5622018Revenue 2019: $46,886Expenses 2019: $93,068Net Income 2019: -$46,1822019Revenue 2020: $28,266Expenses 2020: $76,781Net Income 2020: -$48,5152020Revenue 2021: $82,806Expenses 2021: $77,052Net Income 2021: $5,7542021Revenue 2022: $38,974Expenses 2022: $76,675Net Income 2022: -$37,7012022Revenue 2023: $54,787Expenses 2023: $88,102Net Income 2023: -$33,3152023Revenue 2024: $51,657Expenses 2024: $65,040Net Income 2024: -$13,3832024

Highlighted filing

2024

Revenue$51,657
Expenses$65,040
Net Income-$13,383
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,002,879
Liabilities
$2,500
Net assets
$1,000,379
Revenue
$51,657
Expenses
$65,040
Net income
-$13,383
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.05$0.07$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.05$0.09$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.04$0.08$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.08$0.08$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.03$0.08$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.14$0.02$1.13$0.05$0.09$0.05
2018Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.06$0.08$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.08$0.09$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.05$0.09$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.03$0.08$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.07$0.10$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.07$0.07$0.00
2012Summary only. Only limited summary data is available for this year.$1.33$0.00$0.07$0.07$0.00
2011Summary only. Only limited summary data is available for this year.$1.33$0.00$0.06$0.06$0.00
2010Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.09
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. NTEE T20Z • $1M-$5M nonprofits