Civic Intelligence

Joseph B Rose Family Foundation

EIN 13-4168730 • New York, NY

40 West 26th StreetNew York, NY 10010
Siviq Scores

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

Liabilities / Assets

81st percentile

0.00x

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

NTEE T • <$500k nonprofits • Source year 2024

Liabilities / Revenue

81st percentile

0.00x

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

NTEE T • <$500k nonprofits • Source year 2024

Net Margin

27th percentile

-27%

Higher net margin than 27% of similar nonprofits.

NTEE T • <$500k nonprofits • Source year 2024

Top Officer Pay

83rd percentile

$0

Higher top officer pay than 83% of similar nonprofits.

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

NTEE T90 • <$500k nonprofits • Source year 2024

Asset Growth

40th percentile

-4.7%

Faster asset growth than 40% of similar nonprofits.

NTEE T90 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

34th percentile

-22%

Faster revenue growth than 34% of similar nonprofits.

NTEE T • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets81st percentile

Assets

Down

$345,561

Down $17,057 (-4.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$345,561

Down $17,057 (-4.7%) from 2023

Operations
Liabilities / Revenue81st percentileNet Margin27th percentile

Revenue

Down

$63,894

Down $18,479 (-22%) from 2023

Expenses

Up

$80,972

Up $25,176 (+45%) from 2023

Net Income

Down

-$17,078

Down $43,655 (-164%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth40th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $2,593,023Liabilities 2010: $0Net Assets 2010: $2,593,0232010Assets 2011: $1,759,322Liabilities 2011: $0Net Assets 2011: $1,759,3222011Assets 2012: $1,556,467Liabilities 2012: $0Net Assets 2012: $1,556,4672012Assets 2013: $1,398,897Liabilities 2013: $0Net Assets 2013: $1,398,8972013Assets 2014: $998,787Liabilities 2014: $0Net Assets 2014: $998,7872014Assets 2015: $871,658Liabilities 2015: $0Net Assets 2015: $871,6582015Assets 2016: $718,044Liabilities 2016: $0Net Assets 2016: $718,0442016Assets 2017: $590,320Liabilities 2017: $0Net Assets 2017: $590,3202017Assets 2018: $440,923Liabilities 2018: $0Net Assets 2018: $440,9232018Assets 2019: $356,953Liabilities 2019: $0Net Assets 2019: $356,9532019Assets 2020: $342,497Liabilities 2020: $0Net Assets 2020: $342,4972020Assets 2021: $355,473Liabilities 2021: $0Net Assets 2021: $355,4732021Assets 2022: $336,199Liabilities 2022: $0Net Assets 2022: $336,1992022Assets 2023: $362,618Liabilities 2023: $0Net Assets 2023: $362,6182023Assets 2024: $345,561Liabilities 2024: $0Net Assets 2024: $345,5612024

Highlighted filing

2024

Assets$345,561
Liabilities$0
Net Assets$345,561
Open 2024 Filing

Operations Trend

Revenue Growth34th percentile

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

$1.0M$500K$0-$500KExpenses 2010: $771,9472010Expenses 2011: $944,8062011Expenses 2012: $364,3652012Revenue 2013: $212,573Expenses 2013: $311,469Net Income 2013: -$98,8962013Revenue 2014: $30,608Expenses 2014: $428,401Net Income 2014: -$397,7932014Revenue 2015: $28,117Expenses 2015: $162,765Net Income 2015: -$134,6482015Revenue 2016: $236,462Expenses 2016: $387,934Net Income 2016: -$151,4722016Revenue 2017: $65,467Expenses 2017: $184,323Net Income 2017: -$118,8562017Revenue 2018: $274,217Expenses 2018: $413,831Net Income 2018: -$139,6142018Revenue 2019: $169,886Expenses 2019: $254,652Net Income 2019: -$84,7662019Revenue 2020: $20,329Expenses 2020: $34,701Net Income 2020: -$14,3722020Revenue 2021: $121,722Expenses 2021: $108,746Net Income 2021: $12,9762021Revenue 2022: $83,589Expenses 2022: $102,818Net Income 2022: -$19,2292022Revenue 2023: $82,373Expenses 2023: $55,796Net Income 2023: $26,5772023Revenue 2024: $63,894Expenses 2024: $80,972Net Income 2024: -$17,0782024

Highlighted filing

2024

Revenue$63,894
Expenses$80,972
Net Income-$17,078
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$345,561
Liabilities
$0
Net assets
$345,561
Revenue
$63,894
Expenses
$80,972
Net income
-$17,078
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$0.06$0.08$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.36$0.00$0.36$0.08$0.06$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$0.08$0.10$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.36$0.00$0.36$0.12$0.11$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.34$0.00$0.34$0.02$0.03$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.36$0.00$0.36$0.17$0.25$0.08
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.44$0.00$0.44$0.27$0.41$0.14
2017Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$0.07$0.18$0.12
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.72$0.00$0.72$0.24$0.39$0.15
2015Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.03$0.16$0.13
2014Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.03$0.43$0.40
2013Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.21$0.31$0.10
2012Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.36
2011Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.94
2010Detailed filing. Detailed filing data is available for this year.$2.59$0.00$2.59$0.77
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Dec 24, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOSEPH B ROSEPres/Treas/DirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Joseph B Rose Family Foundation
EIN
13-4168730
Phone
9174462149
Address
40 WEST 26TH STREET, NEW YORK, NY 10010

Signing Officer

Name
Joseph B Rose
Title
President
Phone
9174462149
Signed
2025-12-24
Discuss with paid preparer
Yes

Preparer

Firm
Citrin Cooperman Advisors LLC
Address
50 ROCKEFELLER PLAZA, NEW YORK, NY 10020
Preparer
Steven a Marchan
Phone
2126971000
Raw XML Appendix362 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/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0STEVEN MARCHAN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt050 ROCKEFELLER PLAZA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NEW YORK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd010020
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0DE
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02126971000
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0JOSEPH B ROSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt020000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt125000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt315000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CITIZENS HOUSING PLANNING COUNCIL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1FRIENDS OF HUDSON RIVER PARK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2HOUSE OF SPEAKEASY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3MUSIC FORWARD DBA THE KNIGHTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt042 BROADWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1353 WEST STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2117 E 19TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31275 PROSPECT AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3BROOKLYN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010004
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd110014
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd210003
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd311218
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt060500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt030563
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt030563
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt023640
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt077479
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt071242
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0223861
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0223861
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0220975
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt048614
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt023640
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt077479
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt071242
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt079177
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt048614
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0444836
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0396222
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0JOSEPH B ROSE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt040 W 22ND STREET
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0NEW YORK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd010010
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt058000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01779
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01779
OtherIncreasesSchedule/OtherIncreasesDetail/Amt021
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0COST ADJUSTMENT-BLACKSTONE
TaxesSchedule/TaxesDetail/Amt016
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSEPH B ROSE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09174462149
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-12-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOSEPH B ROSE FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JOSE
ReturnHeader/Filer/EIN0134168730
ReturnHeader/Filer/PhoneNum09174462149
ReturnHeader/Filer/USAddress/AddressLine1Txt040 WEST 26TH STREET
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010010
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0872525370
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CITRIN COOPERMAN ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt050 ROCKEFELLER PLAZA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010020
ReturnHeader/PreparerPersonGrp/PhoneNum02126971000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-12-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN A MARCHAN
ReturnHeader/ReturnTs02025-12-24T11:23:44-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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