Civic Intelligence

William & Bernice Rose Foundation Inc

990PF • Fiscal year 2012 • EIN 13-6143156

Dec 01, 2011 to Nov 30, 2012 • Filed on Mar 16, 2013

Organization Profile
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.

2012 filings • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

11th percentile

-36%

Faster asset growth than 11% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$49,631

Down $27,634 (-36%) from 2011

Net Assets

Down

$49,631

Down $27,634 (-36%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$33,123

Up $5,625 (+20%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth11th percentile

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

2012

Assets$49,631
Liabilities$0
Net Assets$49,631
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2012

Revenue-
Expenses$33,123
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2011 to Nov 30, 2012
Signed
Mar 16, 2013
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

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

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantMISSION POSSIBLECHARITYPUBLIC CHARITYMOUNT PROSPECT, IL, US$7,500
Paid GrantBETH ISRAEL MEDICAL CENTERCHARITYPUBLIC CHARITYNEW YORK, NY, US$5,000
Paid GrantPOWER TO GROW MINISTRYCHARITYPUBLIC CHARITYWEST PALM BEACH, FL, US$5,000
Paid GrantTHE NEW YORK FELLOWSHIPCHARITYPUBLIC CHARITYNEW YORK, NY, US$5,000
Paid GrantCAMPUS CRUSADE FOR CHRISTCHARITYPUBLIC CHARITYORLANDO, FL, US$2,500
Paid GrantBEYOND VICTORY MINISTRIESCHARITYPUBLIC CHARITYPORTLAND, OR, US$1,500
Paid GrantSHERIDAN HOUSECHARITYPUBLIC CHARITYDAVIE, FL, US$1,000
Paid GrantGLOBAL BASEBALLCHARITYPUBLIC CHARITYWHITE PLAINS, NY, US$1,000
Paid GrantUNLIMITED POTENTIALCHARITYPUBLIC CHARITYPHOENIX, AZ, US$1,000
Paid GrantTHE WINNING WAYSCHARITYPUBLIC CHARITYHOLLYWOOD, FL, US$1,000
Paid GrantFIRST PRIORITY OF GREATER BIRMINGHAMCHARITYPUBLIC CHARITYBIRMINGHAM, AL, US$1,000
Filing and Contact Details

Filer

EIN
13-6143156
Raw XML AppendixShowing 400 of 636 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/DateAcquired02011-12-08
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset17ISHARES MSCI HONG KONG INDEX
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset19PIMCO TOTAL RETURN D
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset20WASATCH SMALL CAP GROWTH
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset21CAPITAL GAINS DIVIDENDS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1208
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss321
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss4608
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss5-151
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss6272
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss7216
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss8-250
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss9168
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss10132
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss11458
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1242
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1353
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IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases00
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal049631
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY077265
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY049631
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IRS990PF/DistributableAmount/DistributableAmountAsAdjusted03540
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj03540
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IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets072758
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances02914
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities069844
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IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn03583
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets071667
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets072758
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition00.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition10.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0WILLIAM S ROSE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1VICTORIA G ROSE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1VICE PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10400 E 51ST STREET APT 28B
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11400 E 51ST STREET APT 28B
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0NEW YORK
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1NEW YORK
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0NY
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode010022
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
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IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets012447
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.173682
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IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.112136
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.188161
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.096199
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.155159
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax00
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IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear1081886
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear2097221
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear3094366
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IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear50164528
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome043
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions032050
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1025938
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2010902
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3017756
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4015819
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5025528
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.868412

Document Assets

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$49,631
Liabilities
$0
Net assets
$49,631
Revenue
-
Expenses
$33,123
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.02$55.3$55.3
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$56.0$0.64$55.3$4.04$4.81$0.77
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$56.5$0.38$56.1$2.65$2.01$0.64
2017Detailed filing. Detailed filing data is available for this year.$55.8$0.39$55.4$1.72$2.09$0.37
2016Detailed filing. Detailed filing data is available for this year.$55.8$0.00$55.8$1.09$2.09$1.01
2015Detailed filing. Detailed filing data is available for this year.$56.8$0.00$56.8$3.47$2.02$1.45
2014Detailed filing. Detailed filing data is available for this year.$55.4$0.00$55.4$3.41$2.09$1.32
2013Detailed filing. Detailed filing data is available for this year.$54.0$0.00$54.0$2.19
2012Detailed filing. Detailed filing data is available for this year.$49.6$0.00$49.6$33.1
2011Detailed filing. Detailed filing data is available for this year.$77.3$0.00$77.3$27.5
2010Detailed filing. Detailed filing data is available for this year.$99.5$0.00$99.5$12.5