Civic Intelligence

William & Bernice Rose Foundation Inc

990PF • Fiscal year 2011 • EIN 13-6143156

Dec 01, 2010 to Nov 30, 2011 • Filed on May 10, 2012

Katz Bloomschon-500 N Broadway No14511753
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2011 filings • <$500k nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

2011 filings • <$500k nonprofits • Source year 2011

Asset Growth

19th percentile

-22%

Faster asset growth than 19% of similar nonprofits.

2011 filings • <$500k nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$77,265

Down $22,209 (-22%) from 2010

Net Assets

Down

$77,265

Down $22,209 (-22%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$27,498

Up $15,017 (+120%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$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

2011

Assets$77,265
Liabilities$0
Net Assets$77,265

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2011

Revenue-
Expenses$27,498
Net Income-
Jump To
Filing Snapshot
Filing Period
Dec 1, 2010 to Nov 30, 2011
Signed
May 10, 2012
Return Version
2010v3.4
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM S ROSEPresident-$0--
VICTORIA G ROSEVice President-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantPRO ATHLETESEDUCATIONALPUBLIC CHARITYPALO ALTO, CA, US$10,000
Paid GrantUNIVERSITY OF MIAMIEDUCATIONALPUBLIC CHARITYCORAL GABLES, FL, US$10,000
Paid GrantFIRST BAPTIST CHURCHEDUCATIONALPUBLIC CHARITYFT LAUDERDALE, FL, US$5,000
Filing and Contact Details

Filer

EIN
13-6143156
Raw XML AppendixShowing 400 of 609 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/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset15ARTIO INT'L EQUITY IIA
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset21ALLIANZ NFJ DIVIDEND VALUE
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset22TARGET SMALL CAP VALUE
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset23TARGET SMALL CAP VALUE
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset24CAPITAL GAINS DIVIDENDS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss064
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1-50
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss268
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss3261
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss417
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss5-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss6-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss70
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss8619
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss9-184
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss10346
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss11698
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss12-116
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss13-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss14-1015
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss15-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss16229
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss17430
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss18-9
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss19462
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss20235
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss21-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss22458
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss23-1
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss24143
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses064
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses1-50
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses268
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses3261
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses417
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses5-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses6-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses70
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses8619
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses9-184
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses10346
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses11698
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses12-116
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses13-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses14-1015
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses15-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses16229
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses17430
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses18-9
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses19462
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses20235
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses21-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses22458
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses23-1
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses24143
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice01740
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice41447
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice5993
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice79130
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice81657
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice9801
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice103457
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice113469
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice123878
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice1359
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice145600
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice1580
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice162123
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice175767
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice1870
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice193622
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice202963
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice21124
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice223965
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice2336
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice24143
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired1P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired2P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired3P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired4P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired5P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired6P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired7P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired8P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired9P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired10P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired11P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired12P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired13P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired14P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired15P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired16P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired17P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired18P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired19P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired20P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired21P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired22P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired23P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired24P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-22209
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases00
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal077265
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY099474
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY077265
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted04057
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj04057
IRS990PF/DistributableAmount/DistributableAmountBeforeDed04057
IRS990PF/DistributableAmount/MinimumInvestmentReturn04094
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome037
IRS990PF/DistributableAmount/TotalTax037
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax037
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal037
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome037
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue037
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments00
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY079826
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets083133
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances0913
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities082220
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable01247
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn04094
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets081886
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets083133

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