Civic Intelligence

William & Bernice Rose Foundation Inc

EIN 13-6143156 • Jericho, NY

Bloomschon-375 N Broadway No 320Jericho, NY 11753
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2020

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2020

Net Margin

1st percentile

-263419%

Higher net margin than 1% of similar nonprofits.

<$500k nonprofits • Source year 2020

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2020

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

5th percentile

-99%

Faster revenue growth than 5% of similar nonprofits.

<$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$0

Down $55,961 (-100%) from 2019

Liabilities

Down

$0

Down $643 (-100%) from 2019

Net Assets

Down

$0

Down $55,318 (-100%) from 2019

Revenue

Down

$21

Down $4,023 (-99%) from 2019

Expenses

Up

$55,339

Up $50,530 (+1051%) from 2019

Net Income

Down

-$55,318

Down $54,553 (-7131%) from 2019

Trend Graphs

Balance Sheet Trend

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

$100K$50K$0Assets 2010: $99,474Liabilities 2010: $0Net Assets 2010: $99,4742010Assets 2011: $77,265Liabilities 2011: $0Net Assets 2011: $77,2652011Assets 2012: $49,631Liabilities 2012: $0Net Assets 2012: $49,6312012Assets 2013: $54,039Liabilities 2013: $0Net Assets 2013: $54,0392013Assets 2014: $55,361Liabilities 2014: $0Net Assets 2014: $55,3612014Assets 2015: $56,812Liabilities 2015: $0Net Assets 2015: $56,8122015Assets 2016: $55,807Liabilities 2016: $0Net Assets 2016: $55,8072016Assets 2017: $55,834Liabilities 2017: $394Net Assets 2017: $55,4402017Assets 2018: $56,467Liabilities 2018: $384Net Assets 2018: $56,0832018Assets 2019: $55,961Liabilities 2019: $643Net Assets 2019: $55,3182019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2020

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

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

$100K$50K$0-$50K-$100KExpenses 2010: $12,4812010Expenses 2011: $27,4982011Expenses 2012: $33,1232012Expenses 2013: $2,1892013Revenue 2014: $3,412Expenses 2014: $2,090Net Income 2014: $1,3222014Revenue 2015: $3,473Expenses 2015: $2,022Net Income 2015: $1,4512015Revenue 2016: $1,088Expenses 2016: $2,093Net Income 2016: -$1,0052016Revenue 2017: $1,718Expenses 2017: $2,085Net Income 2017: -$3672017Revenue 2018: $2,653Expenses 2018: $2,010Net Income 2018: $6432018Revenue 2019: $4,044Expenses 2019: $4,809Net Income 2019: -$7652019Revenue 2020: $21Expenses 2020: $55,339Net Income 2020: -$55,3182020

Highlighted filing

2020

Revenue$21
Expenses$55,339
Net Income-$55,318

Filings

Latest Detailed Filing

The latest 2020 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2017 below.

Jump To
Filing Snapshot
Filing Period
Dec 1, 2016 to Nov 30, 2017
Signed
Feb 19, 2018
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM S ROSEPresident-$0--
VICTORIA G ROSEVice President-$0--
Filing and Contact Details

Filer

Filer Name
William & Bernice Rose Foundation Inc
EIN
13-6143156
Phone
5166263992
Address
BLOOMSCHON-375 N BROADWAY NO 320, JERICHO, NY 11753

Signing Officer

Name
William S Rose
Title
President
Phone
5166263992
Signed
2018-02-19
Discuss with paid preparer
Yes

Preparer

Firm
Bloomschon Cpas LLC
Address
375 N BROADWAY - STE 320, JERICHO, NY 11753
Preparer
Richard M Schon
Phone
5166263992
Raw XML Appendix391 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WILLIAM S ROSE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1VICTORIA G ROSE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0400 E 51ST STREET APT 28B
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1400 E 51ST STREET APT 28B
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd010022
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd110022
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt05847
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt05851
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0875
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0846
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0837
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0925
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt032007
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.101845
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.016216
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.015056
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.014475
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.016871
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.446607
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt04
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt057408
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt053960
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt056191
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt057824
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt054829
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt071667
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0850
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.509225
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0850
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0850
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0850
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
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/IndividualWithBooksNm0BLOOMSCHON CPAS
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0375 NORTH BROADWAY - SUITE 320
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0JERICHO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd011753
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum05166263992
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/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
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/AppliedToCurrentYearAmt0850
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02861
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt02011
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt028510
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt02011
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt026499
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0850
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt026499
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt028510
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1NYS ANNUAL REPORT FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt150
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0435
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0435
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt150
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt00
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0OTHER LIABILITY
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0394
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM S ROSE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05166263992
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLIAM & BERNICE ROSE FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0136143156
ReturnHeader/Filer/PhoneNum05166263992
ReturnHeader/Filer/USAddress/AddressLine1Txt0BLOOMSCHON-375 N BROADWAY NO 320
ReturnHeader/Filer/USAddress/CityNm0JERICHO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011753
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId08E160054DE3684ACA5910145BAECD507448D065C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0FC50C1545299F55E93E364AB1BEE588E2777F74E
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.57.34.178
ReturnHeader/FilingSecurityInformation/IPDt02018-02-19
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm010:22:23
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261544916
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BLOOMSCHON CPAS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0375 N BROADWAY - STE 320
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0JERICHO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011753
ReturnHeader/PreparerPersonGrp/PhoneNum05166263992
ReturnHeader/PreparerPersonGrp/PreparationDt02018-02-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD M SCHON
ReturnHeader/ReturnTs02018-02-19T10:19:35-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-12-01
ReturnHeader/TaxPeriodEndDt02017-11-30
ReturnHeader/TaxYr02016

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