Civic Intelligence

The Rosenfeld Heart Foundation Inc

990 • Fiscal year 2013 • EIN 13-6155385

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 07, 2014

Organization ProfileN/A
C/O Darcangelo 800 Westchester AveNo N-40010573-1301

(914) 694-4600

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

14th percentile

0.00x

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

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Net Margin

95th percentile

67%

Higher net margin than 95% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

38th percentile

$0

Higher top officer pay than 38% of similar nonprofits.

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

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Asset Growth

65th percentile

7.2%

Faster asset growth than 65% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$3,663,131

Up $245,382 (+7.2%) from 2012

Net Assets

Up

$3,663,131

Up $245,382 (+7.2%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin95th percentile

Revenue

$365,057

No earlier filing loaded for comparison.

Expenses

Up

$119,675

Up $20,081 (+20%) from 2012

Net Income

$245,382

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $3,279,870Liabilities 2010: $0Net Assets 2010: $3,279,8702010Assets 2011: $3,335,945Liabilities 2011: $0Net Assets 2011: $3,335,9452011Assets 2012: $3,417,749Liabilities 2012: $0Net Assets 2012: $3,417,7492012Assets 2013: $3,663,131Liabilities 2013: $0Net Assets 2013: $3,663,1312013Assets 2014: $4,250,845Liabilities 2014: $0Net Assets 2014: $4,250,8452014Assets 2015: $4,183,848Liabilities 2015: $0Net Assets 2015: $4,183,8482015Assets 2016: $4,021,939Liabilities 2016: $0Net Assets 2016: $4,021,9392016Assets 2017: $4,431,351Liabilities 2017: $0Net Assets 2017: $4,431,3512017Assets 2018: $4,706,278Liabilities 2018: $0Net Assets 2018: $4,706,2782018Assets 2019: $4,495,951Liabilities 2019: $0Net Assets 2019: $4,495,9512019Assets 2020: $4,651,183Liabilities 2020: $0Net Assets 2020: $4,651,1832020Assets 2021: $5,611,862Liabilities 2021: $0Net Assets 2021: $5,611,8622021Assets 2022: $5,124,811Liabilities 2022: $0Net Assets 2022: $5,124,8112022Assets 2023: $4,655,183Liabilities 2023: $0Net Assets 2023: $4,655,1832023Assets 2024: $5,137,148Liabilities 2024: $0Net Assets 2024: $5,137,1482024

Highlighted filing

2013

Assets$3,663,131
Liabilities$0
Net Assets$3,663,131
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$2.0M$1.0M$0-$1.0MExpenses 2010: $455,8092010Expenses 2011: $169,7332011Expenses 2012: $99,5942012Revenue 2013: $365,057Expenses 2013: $119,675Net Income 2013: $245,3822013Revenue 2014: $725,957Expenses 2014: $138,243Net Income 2014: $587,7142014Revenue 2015: $94,407Expenses 2015: $161,404Net Income 2015: -$66,9972015Revenue 2016: $170,906Expenses 2016: $332,815Net Income 2016: -$161,9092016Revenue 2017: $812,330Expenses 2017: $400,791Net Income 2017: $411,5392017Revenue 2018: $746,250Expenses 2018: $456,545Net Income 2018: $289,7052018Revenue 2019: $168,343Expenses 2019: $378,515Net Income 2019: -$210,1722019Revenue 2020: $397,887Expenses 2020: $232,365Net Income 2020: $165,5222020Revenue 2021: $1,550,628Expenses 2021: $593,064Net Income 2021: $957,5642021Revenue 2022: -$18,565Expenses 2022: $468,486Net Income 2022: -$487,0512022Revenue 2023: -$26,777Expenses 2023: $438,522Net Income 2023: -$465,2992023Revenue 2024: $1,113,789Expenses 2024: $631,824Net Income 2024: $481,9652024

Highlighted filing

2013

Revenue$365,057
Expenses$119,675
Net Income$245,382
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 7, 2014
Return Version
2013v3.0
Gross Receipts
$1,705,781
Mission and Program Overview

Mission

To support research in, and the disseminatin and publication of knowledge concerning the causes, treatment and prevention of diseases of the heart and circulation.

Supporting the study of, research in, and the dissemination and publication of knowledge concerning, the causes, treatment and prevention of diseases of the heart and circulation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$3,417,749$3,663,131▲ $245,382
Investments Other Securities$3,325,870$3,602,316▲ $276,446
Cash and Non-Interest-Bearing Accounts$91,879$60,815▼ $31,064
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$3,417,749$3,663,131▲ $245,382
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,417,749$3,663,131▲ $245,382
Total Liabilities and Net Assets / Fund Balance$3,417,749$3,663,131▲ $245,382

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$3,602,316--
Compensation and Service Providers
Top Officer Pay38th percentile

Board Members and Trustees

NameTitle
Stephen Rosenfeld MdPresident
Arthur RosenfeldDirector
Camilla RosenfeldDirector
Herbert RosenfeldDirector
Hildi SilbertDirector
Kate Rosenfeld MdDirector
Richard Yaffa SrDirector
Richard W SilbertTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$50,000
Program Service Revenue
$0
Investment Income
$315,057
Other Revenue
$0
All Other Contributions
$50,000
Change in Net Assets
$245,382
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$65,000
Other Expenses$54,675
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$65,000--$65,000
Fees for Service Investment Mgmnt Fees-$27,572-$27,572
Fees for Services Management-$15,000-$15,000
Fees for Services Accounting-$11,300-$11,300
Other Expenses-$260-$260
Office Expenses-$229-$229
Total Functional Expenses$65,000$54,675$0$119,675
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
94-6081352-501(c)(3)Research$40,000
52-1609875-501(c)(3)Research$25,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Camilla rosenfeld, director - mother of president herbert rosenfeld, director - brother of president stephen rosenfeld, president arthur rosenfeld, director - brother of president richard silbert, treasurer - brother-in-law of president hildi silbert, director - sister of president kate rosenfeld, director - wife of president isadore rosenfeld, md, emeritus - father of president richard yaffa, sr. Director”

Form 990, Part VI, Section A, Line 8A

“NO FORMAL MINUTES.”

Form 990, Part VI, Section A, Line 8B

“NO FORMAL MINUTES.”

Form 990, Part VI, Section B, Line 11

“A copy of the 990 is reviewed by the president and treasurer before filing.”

Form 990, Part VI, Section C, Line 19

“The governing documents and copy of the financial statement are available upon request at the office of the organization.”

Filing and Contact Details

Filer

EIN
13-6155385
Phone
9146944600

Signing Officer

Name
Stephen Rosenfeld
Title
President
Phone
9146944600
Signed
2014-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stephen Rosenfeld
Formed
1964
Legal Domicile
Ny
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
0

Preparer

Preparer
Anthony Pennella
Phone
9146944600
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The president and secretary assume responsibility for oversight of the audit.”

Financial Statement Notes

PART X, LINE 2:

“The foundation evaluates the effect of uncertain tax positions in accordance with the provisions of gaap. The board of trustees believes that the foundation is designed and is currently being operated in compliance with the tax-exempt provisions of the internal revenue code. The foundation discloses material adjustments resulting from tax examinations, if any, and reports interest and penalties resulting from such adjustments as interest expense or other expense. There were no tax examinations or adjustments relating therefrom. Tax returns for the years 2010 through 2013 are subject to audit by the applicable taxing jurisdictions.”

Raw XML Appendix379 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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION EVALUATES THE EFFECT OF UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH THE PROVISIONS OF GAAP. THE BOARD OF TRUSTEES BELIEVES THAT THE FOUNDATION IS DESIGNED AND IS CURRENTLY BEING OPERATED IN COMPLIANCE WITH THE TAX-EXEMPT PROVISIONS OF THE INTERNAL REVENUE CODE. THE FOUNDATION DISCLOSES MATERIAL ADJUSTMENTS RESULTING FROM TAX EXAMINATIONS, IF ANY, AND REPORTS INTEREST AND PENALTIES RESULTING FROM SUCH ADJUSTMENTS AS INTEREST EXPENSE OR OTHER EXPENSE. THERE WERE NO TAX EXAMINATIONS OR ADJUSTMENTS RELATING THEREFROM. TAX RETURNS FOR THE YEARS 2010 THROUGH 2013 ARE SUBJECT TO AUDIT BY THE APPLICABLE TAXING JURISDICTIONS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt03602316
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt025000
IRS990ScheduleI/RecipientTable/CashGrantAmt140000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0RESEARCH
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1RESEARCH
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2RESEARCH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10RESEARCH AMERICA
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine11UNIVERSITY OF CALIFORNIA DAVIS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine12AMERICAN HEART ASSOC INC
IRS990ScheduleI/RecipientTable/RecipientEIN0521609875
IRS990ScheduleI/RecipientTable/RecipientEIN1946081352
IRS990ScheduleI/RecipientTable/RecipientEIN2135613797
IRS990ScheduleI/RecipientTable/USAddress/AddressLine101101 KING ST SUITE 520
IRS990ScheduleI/RecipientTable/USAddress/AddressLine114610 X STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine127272 GREENVILLE AVE
IRS990ScheduleI/RecipientTable/USAddress/City0ALEXANDRIA
IRS990ScheduleI/RecipientTable/USAddress/City1SACRAMENTO
IRS990ScheduleI/RecipientTable/USAddress/City2DALLAS
IRS990ScheduleI/RecipientTable/USAddress/State0VA
IRS990ScheduleI/RecipientTable/USAddress/State1CA
IRS990ScheduleI/RecipientTable/USAddress/State2TX
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode022314
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode195817
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode275231
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CAMILLA ROSENFELD, DIRECTOR - MOTHER OF PRESIDENT HERBERT ROSENFELD, DIRECTOR - BROTHER OF PRESIDENT STEPHEN ROSENFELD, PRESIDENT ARTHUR ROSENFELD, DIRECTOR - BROTHER OF PRESIDENT RICHARD SILBERT, TREASURER - BROTHER-IN-LAW OF PRESIDENT HILDI SILBERT, DIRECTOR - SISTER OF PRESIDENT KATE ROSENFELD, DIRECTOR - WIFE OF PRESIDENT ISADORE ROSENFELD, MD, EMERITUS - FATHER OF PRESIDENT RICHARD YAFFA, SR. DIRECTOR
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO FORMAL MINUTES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO FORMAL MINUTES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A COPY OF THE 990 IS REVIEWED BY THE PRESIDENT AND TREASURER BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE GOVERNING DOCUMENTS AND COPY OF THE FINANCIAL STATEMENT ARE AVAILABLE UPON REQUEST AT THE OFFICE OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE PRESIDENT AND SECRETARY ASSUME RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0NY
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03417749
IRS990/TotalAssetsEOYAmt03663131
IRS990/TotalAssetsGrp/BOYAmt03417749
IRS990/TotalAssetsGrp/EOYAmt03663131
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt050000
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt054675
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt065000
IRS990/TotalFunctionalExpensesGrp/TotalAmt0119675
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03417749
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03663131
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt065000
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0315057
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0365057
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03417749
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03663131
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10122 EAST 42ND STREET
IRS990/USAddress/City0NEW YORK
IRS990/USAddress/State0NY
IRS990/USAddress/ZIPCode010168
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN ROSENFELD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09146944600
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine10THE ROSENFELD HEART FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0ROSE
ReturnHeader/Filer/EIN0136155385
ReturnHeader/Filer/PhoneNum09146944600
ReturnHeader/Filer/USAddress/AddressLine10C/O DARCANGELO 800 WESTCHESTER AVE
ReturnHeader/Filer/USAddress/AddressLine20NO N-400
ReturnHeader/Filer/USAddress/City0RYE BROOK
ReturnHeader/Filer/USAddress/State0NY
ReturnHeader/Filer/USAddress/ZIPCode0105731301
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0132550103
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10D'ARCANGELO & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10800 WESTCHESTER AVE SUITE N-400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0RYE BROOK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0105731301
ReturnHeader/PreparerPersonGrp/PhoneNum09146944600
ReturnHeader/PreparerPersonGrp/PreparationDt02014-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANTHONY PENNELLA
ReturnHeader/ReturnTs02014-11-11T09:40:03-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,663,131
Liabilities
$0
Net assets
$3,663,131
Revenue
$365,057
Expenses
$119,675
Net income
$245,382
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.14$0.00$5.14$1.11$0.63$0.48
2023Detailed filing. Detailed filing data is available for this year.$4.66$0.00$4.66$0.03$0.44$0.47
2022Detailed filing. Detailed filing data is available for this year.$5.12$0.00$5.12$0.02$0.47$0.49
2021Detailed filing. Detailed filing data is available for this year.$5.61$0.00$5.61$1.55$0.59$0.96
2020Detailed filing. Detailed filing data is available for this year.$4.65$0.00$4.65$0.40$0.23$0.17
2019Detailed filing. Detailed filing data is available for this year.$4.50$0.00$4.50$0.17$0.38$0.21
2018Detailed filing. Detailed filing data is available for this year.$4.71$0.00$4.71$0.75$0.46$0.29
2017Detailed filing. Detailed filing data is available for this year.$4.43$0.00$4.43$0.81$0.40$0.41
2016Detailed filing. Detailed filing data is available for this year.$4.02$0.00$4.02$0.17$0.33$0.16
2015Detailed filing. Detailed filing data is available for this year.$4.18$0.00$4.18$0.09$0.16$0.07
2014Detailed filing. Detailed filing data is available for this year.$4.25$0.00$4.25$0.73$0.14$0.59
2013Detailed filing. Detailed filing data is available for this year.$3.66$0.00$3.66$0.37$0.12$0.25
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.42$0.00$3.42$0.10
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.34$0.00$3.34$0.17
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.28$0.00$3.28$0.46