Civic Intelligence

Richard and Hinda Rosenthal Foundation

990PF • Fiscal year 2019 • EIN 13-6104817

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 31, 2020

Organization Profile
2777 SUMMER STREET SUITE 208B SuitStamford, CT 06905

(203) 325-9900

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

Higher debt load relative to assets than 25% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

25th percentile

0.02x

Higher debt load relative to revenue than 25% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Source year 2019

Net Margin

82nd percentile

32%

Higher net margin than 82% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

21st percentile

$0

Higher top officer pay than 21% of similar nonprofits.

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

2019 filings • $10M-$25M nonprofits • Source year 2019

Asset Growth

58th percentile

5.9%

Faster asset growth than 58% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

53rd percentile

4.4%

Faster revenue growth than 53% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$17,371,540

Up $965,588 (+5.9%) from 2018

Net Assets

Up

$17,299,370

Up $1,040,368 (+6.4%) from 2018

Liabilities

Down

$72,170

Down $74,780 (-51%) from 2018

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin82nd percentile

Revenue

Up

$3,302,137

Up $138,749 (+4.4%) from 2018

Expenses

Down

$2,261,769

Down $106,046 (-4.5%) from 2018

Net Income

Up

$1,040,368

Up $244,795 (+31%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$30M$20M$10M$0Assets 2011: $24,585,250Liabilities 2011: $193,4842011Assets 2012: $23,419,444Liabilities 2012: $179,1612012Assets 2013: $22,628,818Liabilities 2013: $157,1442013Assets 2014: $21,214,281Liabilities 2014: $162,5002014Assets 2015: $18,726,187Liabilities 2015: $212,7502015Assets 2016: $16,316,801Liabilities 2016: $105,000Net Assets 2016: $16,211,8012016Assets 2017: $14,040,695Liabilities 2017: $226,000Net Assets 2017: $15,463,4292017Assets 2018: $16,405,952Liabilities 2018: $146,950Net Assets 2018: $16,259,0022018Assets 2019: $17,371,540Liabilities 2019: $72,170Net Assets 2019: $17,299,3702019Assets 2020: $16,564,932Liabilities 2020: $22,350Net Assets 2020: $16,542,5822020Assets 2021: $16,854,063Liabilities 2021: $2,347Net Assets 2021: $16,851,7162021Assets 2022: $15,996,725Liabilities 2022: $1,598Net Assets 2022: $15,995,1272022Assets 2023: $13,314,853Liabilities 2023: $1,598Net Assets 2023: $13,313,2552023Assets 2024: $13,781,734Liabilities 2024: $0Net Assets 2024: $13,781,7342024

Highlighted filing

2019

Assets$17,371,540
Liabilities$72,170
Net Assets$17,299,370
Open 2019 Filing

Operations Trend

Revenue Growth53rd percentile

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

$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2011: $2,177,654Expenses 2011: $2,278,525Net Income 2011: -$100,8712011Revenue 2012: $1,663,152Expenses 2012: $2,814,635Net Income 2012: -$1,151,4832012Revenue 2013: $1,752,678Expenses 2013: $2,521,287Net Income 2013: -$768,6092013Revenue 2014: $1,789,768Expenses 2014: $3,209,271Net Income 2014: -$1,419,5032014Revenue 2015: $974,943Expenses 2015: $3,513,287Net Income 2015: -$2,538,3442015Revenue 2016: $702,291Expenses 2016: $3,004,697Net Income 2016: -$2,302,4062016Revenue 2017: $1,201,747Expenses 2017: $1,950,119Net Income 2017: -$748,3722017Revenue 2018: $3,163,388Expenses 2018: $2,367,815Net Income 2018: $795,5732018Revenue 2019: $3,302,137Expenses 2019: $2,261,769Net Income 2019: $1,040,3682019Revenue 2020: $875,676Expenses 2020: $1,632,464Net Income 2020: -$756,7882020Revenue 2021: $1,682,488Expenses 2021: $1,379,856Net Income 2021: $302,6322021Revenue 2022: $575,141Expenses 2022: $1,431,730Net Income 2022: -$856,5892022Revenue 2023: $458,834Expenses 2023: $882,520Net Income 2023: -$423,6862023Revenue 2024: $1,527,724Expenses 2024: $1,072,713Net Income 2024: $455,0112024

Highlighted filing

2019

Revenue$3,302,137
Expenses$2,261,769
Net Income$1,040,368
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 31, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay21st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NANCY STEPHENSPresident & TrusteePT$0--
JAMIE R WOLFSecretary & TrusteePT$0--
RICK ROSENTHALTreasurer & TrusteePT$0--
NOAH ROSENTHALTrusteePT$0--
DAVID M WOLFTrustee-$0--
KATE WOLFTrustee-$0--
JANE STEPHENS ROSENTHALTrustee-$0--
MICHAEL STEPHENS ROSENTHALTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Rosenthal Family Foundation
EIN
13-6104817
In Care Of
% ASSETS ADMIN & MANAGEMENT IN
Phone
2033259900
Address
2777 SUMMER STREET SUITE 208B Suit, STAMFORD, CT 06905

Signing Officer

Name
Jamie R Wolf
Title
Trustee
Phone
2033259900
Signed
2020-10-31
Discuss with paid preparer
Yes

Preparer

Firm
Withumsmithbrown Pc
Address
1411 BROADWAY 9TH FLOOR, NEW YORK, NY 10018
Preparer
Joseph Ruppe CPA
Phone
2127519100
Raw XML AppendixShowing 400 of 591 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/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt02773
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IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt01000
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7MICHAEL STEPHENS ROSENTHAL
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY & TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TREASURER & TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt7TRUSTEE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt32015 NICHOLS CANYON ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4812 N FOOTHILL ROAD
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt61874 Morton Avenue
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt7210 West 16th Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt0Apt 6C
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Los Angeles
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1BEVERLEY HILLS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2LOS ANGELES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3LOS ANGELES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4BEVERLY HILLS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5LOS ANGELES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm6Los Angeles
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm7New York
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3CA
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd6CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd7NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd090049
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd190210
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd290049
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd390046
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd490210
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd590042
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd690026
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd710011
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt02268859
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt02282661
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt02392545
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt01874030
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt03056550
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt03491808
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt02954571
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.124368
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.115003
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.09376
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.151973
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.147815
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.11329
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt013802
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt018243111
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt020804159
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt019987594
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt020112490
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt023622829
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt026079607
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt02349056
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.621841
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt02335254
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt02140898
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt013802
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt0208158
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt02349056
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0true
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0true
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt02777 SUMMER STREET SUITE 208B
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Stamford
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd006905
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0true
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,371,540
Liabilities
$72,170
Net assets
$17,299,370
Revenue
$3,302,137
Expenses
$2,261,769
Net income
$1,040,368
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.8$0.00$13.8$1.53$1.07$0.46
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.3$0.00$13.3$0.46$0.88$0.42
2022Detailed filing. Detailed filing data is available for this year.$16.0$0.00$16.0$0.58$1.43$0.86
2021Detailed filing. Detailed filing data is available for this year.$16.9$0.00$16.9$1.68$1.38$0.30
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.6$0.02$16.5$0.88$1.63$0.76
2019Detailed filing. Detailed filing data is available for this year.$17.4$0.07$17.3$3.30$2.26$1.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.4$0.15$16.3$3.16$2.37$0.80
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.0$0.23$15.5$1.20$1.95$0.75
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.3$0.11$16.2$0.70$3.00$2.30
2015Summary only. Only limited summary data is available for this year.$18.7$0.21$0.97$3.51$2.54
2014Summary only. Only limited summary data is available for this year.$21.2$0.16$1.79$3.21$1.42
2013Summary only. Only limited summary data is available for this year.$22.6$0.16$1.75$2.52$0.77
2012Summary only. Only limited summary data is available for this year.$23.4$0.18$1.66$2.81$1.15
2011Summary only. Only limited summary data is available for this year.$24.6$0.19$2.18$2.28$0.10
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • $10M-$25M nonprofits