Civic Intelligence

Irving Rothlein Foundation

990PF • Fiscal year 2022 • EIN 13-6098364

Jan 01, 2022 to Dec 31, 2022 • Filed on Oct 23, 2023

Organization Profile
H Rothlein 415 Greenwich St AptNew York, NY 10013

(212) 643-5755

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2022

Liabilities / Revenue

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

1st percentile

-4901%

Higher net margin than 1% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

76th percentile

55%

Faster revenue growth than 76% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $783,173 (-100%) from 2021

Net Assets

Down

$0

Down $783,035 (-100%) from 2021

Liabilities

Down

$0

Down $138 (-100%) from 2021

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin1st percentile

Revenue

Up

$15,976

Up $5,696 (+55%) from 2021

Expenses

Up

$799,011

Up $761,295 (+2018%) from 2021

Net Income

Down

-$783,035

Down $755,599 (-2754%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth2nd percentile

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

$1.0M$500K$0Assets 2011: $579,576Liabilities 2011: $192Net Assets 2011: $579,3842011Assets 2012: $581,147Liabilities 2012: $192Net Assets 2012: $580,9552012Assets 2013: $567,315Liabilities 2013: $195Net Assets 2013: $567,1202013Assets 2014: $571,566Liabilities 2014: $197Net Assets 2014: $571,3692014Assets 2015: $920,076Liabilities 2015: $155Net Assets 2015: $919,9212015Assets 2016: $896,530Liabilities 2016: $157Net Assets 2016: $896,3732016Assets 2017: $832,409Liabilities 2017: $1Net Assets 2017: $832,4082017Assets 2018: $902,700Liabilities 2018: $0Net Assets 2018: $902,7002018Assets 2019: $894,969Liabilities 2019: $0Net Assets 2019: $894,9692019Assets 2020: $876,092Liabilities 2020: $0Net Assets 2020: $876,0922020Assets 2021: $783,173Liabilities 2021: $138Net Assets 2021: $783,0352021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2022

Assets$0
Liabilities$0
Net Assets$0
Open 2022 Filing

Operations Trend

Revenue Growth76th percentile

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

$1.0M$500K$0-$500K-$1.0MExpenses 2011: $34,5082011Expenses 2012: $30,2032012Revenue 2013: $19,317Expenses 2013: $33,152Net Income 2013: -$13,8352013Revenue 2014: $35,765Expenses 2014: $31,516Net Income 2014: $4,2492014Revenue 2015: $372,079Expenses 2015: $23,527Net Income 2015: $348,5522015Revenue 2016: $15,603Expenses 2016: $39,151Net Income 2016: -$23,5482016Revenue 2017: $51,539Expenses 2017: $42,861Net Income 2017: $8,6782017Revenue 2018: $22,235Expenses 2018: $24,584Net Income 2018: -$2,3492018Revenue 2019: $16,315Expenses 2019: $34,600Net Income 2019: -$18,2852019Revenue 2020: $7,249Expenses 2020: $8,142Net Income 2020: -$8932020Revenue 2021: $10,280Expenses 2021: $37,716Net Income 2021: -$27,4362021Revenue 2022: $15,976Expenses 2022: $799,011Net Income 2022: -$783,0352022

Highlighted filing

2022

Revenue$15,976
Expenses$799,011
Net Income-$783,035
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 23, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NANCY C ROTHLEINTrustee-$0--
HELEN ROTHLEINTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Irving Rothlein Foundation
EIN
13-6098364
Phone
2126435755
Address
H ROTHLEIN 415 GREENWICH ST APT, NEW YORK, NY 10013

Signing Officer

Name
Helen Rothlein
Title
Trustee
Phone
2126435755
Signed
2023-10-23
Discuss with paid preparer
Yes

Preparer

Firm
Kirshon & Company Pc
Address
PO BOX 1999 22 IBM ROAD STE 210, POUGHKEEPSIE, NY 12601
Preparer
Tammy S Kirshon CPA
Phone
8454731811
Raw XML Appendix344 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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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01750
DissolutionStmt/DissolutionInformationGrp/BusinessName/BusinessNameLine1Txt0MORGAN STANLEY GLOBAL IMPACT FUNDING TR HELEN ROTHLEIN & JAMES WHITE
DissolutionStmt/DissolutionInformationGrp/BusinessName/BusinessNameLine1Txt1MORGAN STANLEY GLOBAL IMPACT FUNDING TR NANCY ROTHLEIN JOSEPH
DissolutionStmt/DissolutionInformationGrp/DissolutionAmt0353707
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DissolutionStmt/DissolutionInformationGrp/ShortExplanationTxt0CASH AND SECURITIES WERE TRANSFERRED ON AUGUST 31, 2022. ADDITIONAL CASH WAS TRANSFERRED ON SEPTEMBER 2, 2022 AND NOVEMBER 17, 2022.
DissolutionStmt/DissolutionInformationGrp/ShortExplanationTxt1CASH AND SECURITIES WERE TRANSFERRED ON SEPTEMBER 1, 2022. ADDITIONAL CASH WAS TRANSFERRED ON SEPTEMBER 2, 2022, OCTOBER 26, 2022 AND NOVEMBER 17, 2022
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0MORGAN STANLEY GLOBAL IMPACT FUNDING TR HELEN ROTHLEIN & JAMES WHITE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1MORGAN STANLEY GLOBAL IMPACT FUNDING TR NANCY ROTHLEIN JOSEPH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2SAWYER AUTO FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3) PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(C)(3) PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501(C)(3) PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02000 WESTCHESTER AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12000 WESTCHESTER AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2166 ULSTER AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PURCHASE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1PURCHASE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SAUGERTIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010577
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd110577
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd212477
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0791095
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/AppliedToCurrentYearAmt023287
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt031895
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt023287
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0737794
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0737794
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0792976
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0737794
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0737794
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt031895
LiquidationExplanationStmt/ExplanationTxt0THE FOUNDATION WAS TERMINATED AND THE ASSETS TRANSFERRED TO DONOR ADVISED FUNDS OVER SEVERAL DAYS BEGINNING AUGUST 31 AND WAS FULLY COMPLETED PRIOR TO DECEMBER 31, 2022.
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0100
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt18000
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DIVIDENDS, CGD RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1OTHER RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt10
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OTHER EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1NYS FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1100
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt225
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt04260
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt225
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0138
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0FEDERAL EXCISE TAX PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0HELEN ROTHLEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02126435755
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0IRVING ROTHLEIN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0IRVI
ReturnHeader/Filer/EIN0136098364
ReturnHeader/Filer/PhoneNum02126435755
ReturnHeader/Filer/USAddress/AddressLine1Txt0H ROTHLEIN 415 GREENWICH ST APT
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010013
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0141569720
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KIRSHON & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1999 22 IBM ROAD STE 210
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0POUGHKEEPSIE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd012601
ReturnHeader/PreparerPersonGrp/PhoneNum08454731811
ReturnHeader/PreparerPersonGrp/PreparationDt02023-10-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TAMMY S KIRSHON CPA
ReturnHeader/ReturnTs02023-10-23T12:04:42-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0HELEN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ROTHLEIN
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$15,976
Expenses
$799,011
Net income
-$783,035
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.16$7.99$7.83
2021Detailed filing. Detailed filing data is available for this year.$7.83$0.00$7.83$0.10$0.38$0.27
2020Detailed filing. Detailed filing data is available for this year.$8.76$0.00$8.76$0.07$0.08$0.01
2019Detailed filing. Detailed filing data is available for this year.$8.95$0.00$8.95$0.16$0.35$0.18
2018Detailed filing. Detailed filing data is available for this year.$9.03$0.00$9.03$0.22$0.25$0.02
2017Detailed filing. Detailed filing data is available for this year.$8.32$0.00$8.32$0.52$0.43$0.09
2016Detailed filing. Detailed filing data is available for this year.$8.97$0.00$8.96$0.16$0.39$0.24
2015Detailed filing. Detailed filing data is available for this year.$9.20$0.00$9.20$3.72$0.24$3.49
2014Detailed filing. Detailed filing data is available for this year.$5.72$0.00$5.71$0.36$0.32$0.04
2013Detailed filing. Detailed filing data is available for this year.$5.67$0.00$5.67$0.19$0.33$0.14
2012Detailed filing. Detailed filing data is available for this year.$5.81$0.00$5.81$0.30
2011Detailed filing. Detailed filing data is available for this year.$5.80$0.00$5.79$0.35