Civic Intelligence

Rosen Foundation Relyance Bank Trustee

990PF • Fiscal year 2020 • EIN 20-1072057

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 07, 2021

Organization Profile
PO Box 7878Pine Bluff, AR 71611-7878

(870) 540-1234

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

37th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

4th percentile

-227%

Higher net margin than 4% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

20th percentile

-5.1%

Faster asset growth than 20% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets38th percentile

Assets

Down

$512,215

Down $27,630 (-5.1%) from 2019

Net Assets

Down

$512,215

Down $27,630 (-5.1%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin4th percentile

Revenue

Up

$12,210

Up $27,169 (+182%) from 2019

Expenses

Down

$39,920

Down $200 (-0.5%) from 2019

Net Income

Up

-$27,710

Up $27,369 (+50%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

$800K$600K$400K$200K$0Assets 2011: $730,413Liabilities 2011: $0Net Assets 2011: $730,4132011Assets 2012: $651,844Liabilities 2012: $0Net Assets 2012: $651,8442012Assets 2013: $638,161Liabilities 2013: $0Net Assets 2013: $638,1612013Assets 2014: $624,051Liabilities 2014: $0Net Assets 2014: $624,0512014Assets 2015: $604,685Liabilities 2015: $0Net Assets 2015: $604,6852015Assets 2016: $586,441Liabilities 2016: $0Net Assets 2016: $586,4412016Assets 2017: $598,472Liabilities 2017: $0Net Assets 2017: $598,4722017Assets 2018: $595,446Liabilities 2018: $0Net Assets 2018: $595,4462018Assets 2019: $539,845Liabilities 2019: $0Net Assets 2019: $539,8452019Assets 2020: $512,215Liabilities 2020: $0Net Assets 2020: $512,2152020Assets 2021: $482,272Liabilities 2021: $0Net Assets 2021: $482,2722021Assets 2022: $454,916Liabilities 2022: $0Net Assets 2022: $454,9162022Assets 2023: $432,389Liabilities 2023: $0Net Assets 2023: $432,3892023Assets 2024: $399,331Liabilities 2024: $0Net Assets 2024: $399,3312024

Highlighted filing

2020

Assets$512,215
Liabilities$0
Net Assets$512,215
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50K-$100KExpenses 2011: $11,8582011Expenses 2012: $97,3252012Revenue 2013: $25,836Expenses 2013: $39,502Net Income 2013: -$13,6662013Revenue 2014: $32,405Expenses 2014: $40,942Net Income 2014: -$8,5372014Revenue 2015: $24,087Expenses 2015: $42,310Net Income 2015: -$18,2232015Revenue 2016: $23,707Expenses 2016: $40,896Net Income 2016: -$17,1892016Revenue 2017: $39,380Expenses 2017: $40,673Net Income 2017: -$1,2932017Revenue 2018: $39,046Expenses 2018: $41,281Net Income 2018: -$2,2352018Revenue 2019: -$14,959Expenses 2019: $40,120Net Income 2019: -$55,0792019Revenue 2020: $12,210Expenses 2020: $39,920Net Income 2020: -$27,7102020Revenue 2021: $13,764Expenses 2021: $43,707Net Income 2021: -$29,9432021Revenue 2022: $13,860Expenses 2022: $40,258Net Income 2022: -$26,3982022Revenue 2023: $16,236Expenses 2023: $38,484Net Income 2023: -$22,2482023Revenue 2024: $16,800Expenses 2024: $49,854Net Income 2024: -$33,0542024

Highlighted filing

2020

Revenue$12,210
Expenses$39,920
Net Income-$27,710
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 7, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BILL RUBENSTEINCommittee Member-$0--
ROBERT ROSENCommittee Member-$0--
CLARENCE PERKINSCommittee Member-$0--
RICHARD METCALFCommittee Member-$0--
Filing and Contact Details

Filer

Filer Name
Rosen Foundation
EIN
20-1072057
In Care Of
% RELYANCE BANK
Phone
8705401234
Address
PO BOX 7878, PINE BLUFF, AR 71611-7878

Signing Officer

Name
Janice Acosta
Title
Trustee
Phone
5013721040
Signed
2021-10-07
Discuss with paid preparer
Yes

Preparer

Firm
Bkd Llp
Address
PO BOX 3667, LITTLE ROCK, AR 72203-3667
Preparer
Ernie Skyrme
Phone
5013721040
Raw XML Appendix352 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.

Path#Value
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01675
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc0NONE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0AR UNIV STDNT 2015A 3%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1LONOKE AR S/D #1 TXBL
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2UNIV CENTRAL AR 3.41%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt015511
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt120557
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt215768
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0VANGUARD 500 INDEX FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1VANGUARD MID CAP IND SIGNAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2VANGUARD SMLL-CAP IND ADM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3FIDELITY INTL IND FUND
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-27710
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt08233
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt08233
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-27710
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt080
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0512215
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0539845
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0512215
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt032451
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt032451
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt032451
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt032506
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt055
IRS990PF/DistributableAmountGrp/TotalTaxAmt055
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0439
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0494
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0439
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt055
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0494
IRS990PF/FMVAssetsEOYAmt0701100
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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0221500
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0660010
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0284250
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0375760
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt09900
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt032506
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0650110
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.0
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0BILL RUBENSTEIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ROBERT ROSEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2CLARENCE PERKINS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3RICHARD METCALF
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0COMMITTEE MEMBER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1COMMITTEE MEMBER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2COMMITTEE MEMBER
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 7878
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3PO BOX 7878
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0PINE BLUFF
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1PINE BLUFF
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2PINE BLUFF
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3PINE BLUFF
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
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IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum08705401234
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
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IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0MARBRIDGE FOUNDATION, INC.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description3Txt0TEMPLE ANSHE EMETH CEMETERY FUND
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IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses3Amt03540
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses4Amt01817
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0NO FORMAL APPLICATION; REQUEST SHOULD BE MADE IN WRITING; ATTACH COP OF IRS LETTER DETERMINING 501(C)(3) STATUS.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0RELYANCE BANK TRUSTEE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum08705401234
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 7878
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0PINE BLUFF
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd0716117878
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3JEWISH FEDERATION OF ARKANSAS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 7878
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt318 CORPORATE HILL DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4633 3RD STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5PO BOX 371496
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IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt032451
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0764
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0146
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0862
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0833
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0854
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0764
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt090
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01841
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0146
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0862
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0833
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02016
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IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
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IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt080
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAINS/LOSSES ON INVESTMENTS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt06558
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0RELYANCE BANK
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt06558
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JANICE ACOSTA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05013721040
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROSEN FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0RELYANCE BANK TRUSTEE
ReturnHeader/Filer/BusinessNameControlTxt0ROSE
ReturnHeader/Filer/EIN0201072057
ReturnHeader/Filer/InCareOfNm0% RELYANCE BANK
ReturnHeader/Filer/PhoneNum08705401234
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 7878
ReturnHeader/Filer/USAddress/CityNm0PINE BLUFF
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AR
ReturnHeader/Filer/USAddress/ZIPCd0716117878
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BKD LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 3667
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LITTLE ROCK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0722033667
ReturnHeader/PreparerPersonGrp/PhoneNum05013721040
ReturnHeader/PreparerPersonGrp/PreparationDt02021-10-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ERNIE SKYRME
ReturnHeader/ReturnTs02021-10-19T16:31:06-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JANICE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ACOSTA
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$512,215
Liabilities
$0
Net assets
$512,215
Revenue
$12,210
Expenses
$39,920
Net income
-$27,710
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.99$0.00$3.99$0.17$0.50$0.33
2023Detailed filing. Detailed filing data is available for this year.$4.32$0.00$4.32$0.16$0.38$0.22
2022Detailed filing. Detailed filing data is available for this year.$4.55$0.00$4.55$0.14$0.40$0.26
2021Detailed filing. Detailed filing data is available for this year.$4.82$0.00$4.82$0.14$0.44$0.30
2020Detailed filing. Detailed filing data is available for this year.$5.12$0.00$5.12$0.12$0.40$0.28
2019Detailed filing. Detailed filing data is available for this year.$5.40$0.00$5.40$0.15$0.40$0.55
2018Detailed filing. Detailed filing data is available for this year.$5.95$0.00$5.95$0.39$0.41$0.02
2017Detailed filing. Detailed filing data is available for this year.$5.98$0.00$5.98$0.39$0.41$0.01
2016Detailed filing. Detailed filing data is available for this year.$5.86$0.00$5.86$0.24$0.41$0.17
2015Detailed filing. Detailed filing data is available for this year.$6.05$0.00$6.05$0.24$0.42$0.18
2014Detailed filing. Detailed filing data is available for this year.$6.24$0.00$6.24$0.32$0.41$0.09
2013Detailed filing. Detailed filing data is available for this year.$6.38$0.00$6.38$0.26$0.40$0.14
2012Detailed filing. Detailed filing data is available for this year.$6.52$0.00$6.52$0.97
2011Detailed filing. Detailed filing data is available for this year.$7.30$0.00$7.30$0.12