Civic Intelligence

Rose Foundation

990PF • Fiscal year 2020 • EIN 20-4647579

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 04, 2021

Organization Profile
CO Goulston Storrs 400 AtlanticBoston, MA 02110

(617) 482-1776

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

31st percentile

0.00x

Higher debt load relative to revenue than 31% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

95th percentile

83%

Higher net margin than 95% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

28th percentile

-2.1%

Faster asset growth than 28% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

90th percentile

79%

Faster revenue growth than 90% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$4,733,699

Down $100,531 (-2.1%) from 2019

Net Assets

Down

$4,733,649

Down $100,531 (-2.1%) from 2019

Liabilities

Flat

$50

Flat from 2019

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin95th percentile

Revenue

Up

$284,300

Up $125,217 (+79%) from 2019

Expenses

Down

$47,431

Down $518,317 (-92%) from 2019

Net Income

Up

$236,869

Up $643,534 (+158%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$10M$5.0M$0Assets 2010: $8,447,569Liabilities 2010: $0Net Assets 2010: $8,447,5692010Assets 2011: $8,076,942Liabilities 2011: $0Net Assets 2011: $8,076,9422011Assets 2012: $7,910,261Liabilities 2012: $42,813Net Assets 2012: $7,867,4482012Assets 2013: $7,873,835Liabilities 2013: $0Net Assets 2013: $7,873,8352013Assets 2014: $8,224,399Liabilities 2014: $02014Assets 2015: $7,344,523Liabilities 2015: $0Net Assets 2015: $7,344,5232015Assets 2016: $6,426,568Liabilities 2016: $0Net Assets 2016: $6,426,5682016Assets 2017: $6,865,512Liabilities 2017: $0Net Assets 2017: $6,865,5122017Assets 2018: $5,240,895Liabilities 2018: $50Net Assets 2018: $5,240,8452018Assets 2019: $4,834,230Liabilities 2019: $50Net Assets 2019: $4,834,1802019Assets 2020: $4,733,699Liabilities 2020: $50Net Assets 2020: $4,733,6492020Assets 2021: $41,865Liabilities 2021: $40Net Assets 2021: $41,8252021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2020

Assets$4,733,699
Liabilities$50
Net Assets$4,733,649
Open 2020 Filing

Operations Trend

Revenue Growth90th percentile

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

$10M$5.0M$0-$5.0MExpenses 2010: $460,8702010Expenses 2011: $481,1772011Expenses 2012: $488,7792012Revenue 2013: $480,487Expenses 2013: $474,100Net Income 2013: $6,3872013Revenue 2014: $901,320Expenses 2014: $550,756Net Income 2014: $350,5642014Revenue 2015: $390,019Expenses 2015: $1,269,895Net Income 2015: -$879,8762015Revenue 2016: $185,836Expenses 2016: $1,103,791Net Income 2016: -$917,9552016Revenue 2017: $668,444Expenses 2017: $229,500Net Income 2017: $438,9442017Revenue 2018: $475,360Expenses 2018: $2,100,027Net Income 2018: -$1,624,6672018Revenue 2019: $159,083Expenses 2019: $565,748Net Income 2019: -$406,6652019Revenue 2020: $284,300Expenses 2020: $47,431Net Income 2020: $236,8692020Revenue 2021: $2,354,068Expenses 2021: $7,045,892Net Income 2021: -$4,691,8242021Revenue 2022: $23,311Expenses 2022: $65,136Net Income 2022: -$41,8252022

Highlighted filing

2020

Revenue$284,300
Expenses$47,431
Net Income$236,869
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 4, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ADAM STEINTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Rose Foundation
EIN
20-4647579
Phone
6174821776
Address
CO GOULSTON STORRS 400 ATLANTIC, BOSTON, MA 02110

Signing Officer

Name
Adam Stein
Title
Trustee
Phone
6174821776
Signed
2021-11-04
Discuss with paid preparer
Yes

Preparer

Firm
Dicicco Gulman & Company Llp
Address
150 PRESIDENTIAL WAY SUITE 510, WOBURN, MA 01801
Preparer
James R Downing
Phone
7819375300
Raw XML Appendix334 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/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt02500
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0278708
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0276208
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0236896
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01726100
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0990154
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0687864
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0302290
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0276208
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt026082
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt03641014
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0236896
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01726100
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0990154
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0687864
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03667096
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt03943304
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0337400
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0INVESTMENT TAX BASIS ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MA FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OTHER EXPENSES FROM PARTNERSHIP
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt070
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt14978
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt070
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt15110
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0191
OtherIncomeSchedule2/OtherIncomeDetail/Desc0MISCELLANEOUS RECEIPTS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0191
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0191
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt050
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0MOTT FUND
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt050
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt014541
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt111173
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt22500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1CUSTODIAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2MOTT PHILANTHROPIC
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt22500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt014541
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt111173
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt20
TaxesSchedule/TaxesDetail/Amt05887
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt05887
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ADAM STEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06174821776
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROSE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROSE
ReturnHeader/Filer/EIN0204647579
ReturnHeader/Filer/PhoneNum06174821776
ReturnHeader/Filer/USAddress/AddressLine1Txt0CO GOULSTON STORRS 400 ATLANTIC
ReturnHeader/Filer/USAddress/CityNm0BOSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002110
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043296226
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DICICCO GULMAN & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0150 PRESIDENTIAL WAY SUITE 510
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WOBURN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001801
ReturnHeader/PreparerPersonGrp/PhoneNum07819375300
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES R DOWNING
ReturnHeader/ReturnTs02021-11-11T15:44:52-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ADAM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0STEIN
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
$4,733,699
Liabilities
$50
Net assets
$4,733,649
Revenue
$284,300
Expenses
$47,431
Net income
$236,869
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.02$0.07$0.04
2021Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$2.35$7.05$4.69
2020Detailed filing. Detailed filing data is available for this year.$4.73$0.00$4.73$0.28$0.05$0.24
2019Detailed filing. Detailed filing data is available for this year.$4.83$0.00$4.83$0.16$0.57$0.41
2018Detailed filing. Detailed filing data is available for this year.$5.24$0.00$5.24$0.48$2.10$1.62
2017Detailed filing. Detailed filing data is available for this year.$6.87$0.00$6.87$0.67$0.23$0.44
2016Detailed filing. Detailed filing data is available for this year.$6.43$0.00$6.43$0.19$1.10$0.92
2015Detailed filing. Detailed filing data is available for this year.$7.34$0.00$7.34$0.39$1.27$0.88
2014Summary only. Only limited summary data is available for this year.$8.22$0.00$0.90$0.55$0.35
2013Detailed filing. Detailed filing data is available for this year.$7.87$0.00$7.87$0.48$0.47$0.01
2012Detailed filing. Detailed filing data is available for this year.$7.91$0.04$7.87$0.49
2011Detailed filing. Detailed filing data is available for this year.$8.08$0.00$8.08$0.48
2010Detailed filing. Detailed filing data is available for this year.$8.45$0.00$8.45$0.46