Civic Intelligence

Barbara & William S Rosenthal Fdn Citibank

990PF • Fiscal year 2020 • EIN 13-4148700

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 28, 2021

Organization Profile
388 Greenwich St 19th FLNew York, NY 10013

(412) 355-6000

Siviq Scores

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

Liabilities / Assets

84th percentile

0.00x

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

2020 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

80th percentile

0.00x

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

2020 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2020

Net Margin

14th percentile

-160%

Higher net margin than 14% of similar nonprofits.

2020 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

86th percentile

$10,336

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 15.7% of source-year revenue.

2020 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2020

Asset Growth

26th percentile

-4.2%

Faster asset growth than 26% of similar nonprofits.

2020 filings • NTEE T22 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

27th percentile

-42%

Faster revenue growth than 27% of similar nonprofits.

2020 filings • NTEE T22 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets84th percentile

Assets

Down

$2,261,538

Down $99,449 (-4.2%) from 2019

Net Assets

$2,261,538

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin14th percentile

Revenue

Down

$65,891

Down $47,333 (-42%) from 2019

Expenses

Down

$171,421

Down $133,077 (-44%) from 2019

Net Income

Up

-$105,530

Up $85,744 (+45%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,408,331Liabilities 2011: $02011Assets 2012: $2,110,033Liabilities 2012: $02012Assets 2013: $2,057,068Liabilities 2013: $02013Assets 2014: $2,333,837Liabilities 2014: $02014Assets 2015: $2,325,661Liabilities 2015: $02015Assets 2019: $2,360,987Liabilities 2019: $02019Assets 2020: $2,261,538Liabilities 2020: $0Net Assets 2020: $2,261,5382020Assets 2021: $2,600,064Liabilities 2021: $0Net Assets 2021: $2,600,0642021Assets 2022: $2,415,923Liabilities 2022: $0Net Assets 2022: $2,415,9232022Assets 2023: $2,384,372Liabilities 2023: $0Net Assets 2023: $2,384,3722023Assets 2024: $2,564,328Liabilities 2024: $0Net Assets 2024: $2,564,3282024

Highlighted filing

2020

Assets$2,261,538
Liabilities$0
Net Assets$2,261,538
Open 2020 Filing

Operations Trend

Revenue Growth27th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $55,805Expenses 2011: $99,463Net Income 2011: -$43,6582011Revenue 2012: $801,069Expenses 2012: $99,994Net Income 2012: $701,0752012Revenue 2013: $114,668Expenses 2013: $168,054Net Income 2013: -$53,3862013Revenue 2014: $308,781Expenses 2014: $32,736Net Income 2014: $276,0452014Revenue 2015: $163,533Expenses 2015: $174,166Net Income 2015: -$10,6332015Revenue 2019: $113,224Expenses 2019: $304,498Net Income 2019: -$191,2742019Revenue 2020: $65,891Expenses 2020: $171,421Net Income 2020: -$105,5302020Revenue 2021: $534,683Expenses 2021: $193,290Net Income 2021: $341,3932021Revenue 2022: $30,047Expenses 2022: $213,238Net Income 2022: -$183,1912022Revenue 2023: $128,274Expenses 2023: $162,128Net Income 2023: -$33,8542023Revenue 2024: $226,332Expenses 2024: $43,177Net Income 2024: $183,1552024

Highlighted filing

2020

Revenue$65,891
Expenses$171,421
Net Income-$105,530
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 28, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CITIBANK N ATrustee, As Req'D-$10,336-$10,336
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantNEW YORK MEDICAL COLLEGEGENERAL OPERATINGPCVALHALLA, NY, US$139,051
Filing and Contact Details

Filer

Filer Name
Barbara & William S Rosenthal Fdn Citibank
EIN
13-4148700
Address
388 GREENWICH ST 19TH FL, NEW YORK, NY 10013

Signing Officer

Name
Michael J Carolan
Title
Trustee
Signed
2021-10-28
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Lawrence Mcguire
Phone
4123556000
Raw XML Appendix317 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/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt092271
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0107600
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt015329
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt092271
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0145227
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt015329
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0107600
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt092271
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt080
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0COST BASIS ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OTHER MISC EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1STATE FILING FEE/TAXES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OTHER EXPENSE (NON-DEDUCTIBLE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt08
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1250
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt21
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt08
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1250
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER REVENUE
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt02601
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0901
OtherIncreasesSchedule/OtherIncreasesDetail/Amt15260
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0MUTUAL FUND TIMING ADJ
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1WASH SALE ADJUSTMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt019876
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMNT MNGMNT FEES (NON-DED
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt019876
TaxesSchedule/TaxesDetail/Amt085
TaxesSchedule/TaxesDetail/Amt11053
TaxesSchedule/TaxesDetail/Amt211
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt085
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt11053
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt211
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL J CAROLAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BARBARA & WILLIAM S ROSENTHAL FDN CITIBANK
ReturnHeader/Filer/BusinessNameControlTxt0ROSE
ReturnHeader/Filer/EIN0134148700
ReturnHeader/Filer/USAddress/AddressLine1Txt0388 GREENWICH ST 19TH FL
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010013
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0134008324
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PRICEWATERHOUSECOOPERS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0600 GRANT STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015219
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02021-10-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAWRENCE MCGUIRE
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-10-28T11:00:19-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,261,538
Liabilities
$0
Net assets
$2,261,538
Revenue
$65,891
Expenses
$171,421
Net income
-$105,530
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.56$0.00$2.56$0.23$0.04$0.18
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.38$0.00$2.38$0.13$0.16$0.03
2022Detailed filing. Detailed filing data is available for this year.$2.42$0.00$2.42$0.03$0.21$0.18
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.60$0.00$2.60$0.53$0.19$0.34
2020Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$0.07$0.17$0.11
2019Summary only. Only limited summary data is available for this year.$2.36$0.00$0.11$0.30$0.19
2015Summary only. Only limited summary data is available for this year.$2.33$0.00$0.16$0.17$0.01
2014Summary only. Only limited summary data is available for this year.$2.33$0.00$0.31$0.03$0.28
2013Summary only. Only limited summary data is available for this year.$2.06$0.00$0.11$0.17$0.05
2012Summary only. Only limited summary data is available for this year.$2.11$0.00$0.80$0.10$0.70
2011Summary only. Only limited summary data is available for this year.$1.41$0.00$0.06$0.10$0.04