Civic Intelligence

James and Catherine Rosenthal Foundation

990PF • Fiscal year 2022 • EIN 20-5200802

Jan 01, 2022 to Dec 31, 2022 • Filed on Jun 06, 2023

Organization Profile
360 Cranbrook RoadBloomfield Hills, MI 48304

(248) 593-3660

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

29th percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

92nd percentile

73%

Higher net margin than 92% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

80th percentile

18%

Faster asset growth than 80% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

70th percentile

22%

Faster revenue growth than 70% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$1,054,793

Up $158,003 (+18%) from 2021

Net Assets

Up

$1,054,793

Up $158,003 (+18%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin92nd percentile

Revenue

Up

$216,638

Up $39,037 (+22%) from 2021

Expenses

Down

$58,635

Down $141,114 (-71%) from 2021

Net Income

Up

$158,003

Up $180,151 (+813%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth80th percentile

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

$1.5M$1.0M$500K$0Assets 2010: $371,962Liabilities 2010: $0Net Assets 2010: $371,9622010Assets 2011: $340,107Liabilities 2011: $0Net Assets 2011: $340,1072011Assets 2012: $329,495Liabilities 2012: $0Net Assets 2012: $329,4952012Assets 2013: $424,915Liabilities 2013: $0Net Assets 2013: $424,9152013Assets 2014: $457,360Liabilities 2014: $0Net Assets 2014: $457,3602014Assets 2015: $413,212Liabilities 2015: $0Net Assets 2015: $413,2122015Assets 2016: $371,597Liabilities 2016: $0Net Assets 2016: $371,5972016Assets 2017: $937,096Liabilities 2017: $0Net Assets 2017: $937,0962017Assets 2018: $1,048,566Liabilities 2018: $0Net Assets 2018: $1,048,5662018Assets 2019: $908,074Liabilities 2019: $0Net Assets 2019: $908,0742019Assets 2020: $918,938Liabilities 2020: $0Net Assets 2020: $918,9382020Assets 2021: $896,790Liabilities 2021: $0Net Assets 2021: $896,7902021Assets 2022: $1,054,793Liabilities 2022: $0Net Assets 2022: $1,054,7932022Assets 2023: $997,800Liabilities 2023: $0Net Assets 2023: $997,8002023Assets 2024: $968,029Liabilities 2024: $0Net Assets 2024: $968,0292024

Highlighted filing

2022

Assets$1,054,793
Liabilities$0
Net Assets$1,054,793
Open 2022 Filing

Operations Trend

Revenue Growth70th percentile

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

$400K$200K$0-$200KExpenses 2010: $26,5442010Expenses 2011: $32,3802011Expenses 2012: $49,6822012Revenue 2013: $100,620Expenses 2013: $5,200Net Income 2013: $95,4202013Revenue 2014: $66,699Expenses 2014: $34,254Net Income 2014: $32,4452014Revenue 2015: -$4,480Expenses 2015: $39,668Net Income 2015: -$44,1482015Revenue 2016: $358Expenses 2016: $41,973Net Income 2016: -$41,6152016Revenue 2017: $97,433Expenses 2017: $86,281Net Income 2017: $11,1522017Revenue 2018: $317,911Expenses 2018: $206,441Net Income 2018: $111,4702018Revenue 2019: $58,591Expenses 2019: $199,083Net Income 2019: -$140,4922019Revenue 2020: $61,757Expenses 2020: $50,893Net Income 2020: $10,8642020Revenue 2021: $177,601Expenses 2021: $199,749Net Income 2021: -$22,1482021Revenue 2022: $216,638Expenses 2022: $58,635Net Income 2022: $158,0032022Revenue 2023: $211,861Expenses 2023: $268,854Net Income 2023: -$56,9932023Revenue 2024: $91,923Expenses 2024: $121,694Net Income 2024: -$29,7712024

Highlighted filing

2022

Revenue$216,638
Expenses$58,635
Net Income$158,003
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jun 6, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES ROSENTHALPresident/Tr-$0--
CATHERINE ROSENTHALSecretary-$0--
Filing and Contact Details

Filer

Filer Name
James and Catherine Rosenthal
EIN
20-5200802
Phone
2485933660
Address
360 CRANBROOK ROAD, BLOOMFIELD HILLS, MI 48304

Signing Officer

Name
James Rosenthal
Title
President/treasurer
Signed
2023-06-06
Discuss with paid preparer
Yes

Preparer

Firm
Schlaupitz Madhavan Pc
Address
820 KIRTS BLVD SUITE 100, TROY, MI 48084
Preparer
Lauren Debay CPA
Phone
2486491600
Raw XML Appendix339 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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ExplnOfNonFilingWithAGStmt/ExplanationTxt0NO LONGER ACCEPTED WITHOUT AN ATTORNEY GENERAL FILE NUMBER. ATTORNEY GENERAL FILE NUMBER NOT REQUIRED AS THE PRIVATE FOUNDATION DOES NOT SOLICIT FROM THE PUBLIC.
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IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt050800
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt050991
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0191
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.01
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JAMES ROSENTHAL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1CATHERINE ROSENTHAL
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0360 CRANBROOK RD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1360 CRANBROOK RD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BLOOMFIELD HILLS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1BLOOMFIELD HILLS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GLADNEY CUP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2ANNUAL FUND, VARIOUS PROGRAM SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3MEMBERSHIP DUES & FPDP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt46TH ANNUAL BENEFIT EVENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt532ND ANNUAL FUNDRAISER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6HILLEL BIG TEN CHALLENGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7GENERAL SUPPORT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0DETROIT ZOOLOGICAL SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1GLADNEY CTR FOR ADOPTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2CRANBROOK ACADEMY OF ART
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3DETROIT INSTITUTE OF ART
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4BRILLIANT DETROIT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5PEWABIC POTTERY DETROIT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6MSU HILLEL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt16300 JOHN RYAN DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt239221 WOODWARD AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt35200 WOODWARD AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt45675 LARKINS ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt510125 E JEFFERSON AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6535 CHESTNUT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt73003 S STATE ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt813625 N 32ND ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ROYAL OAK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1FORT WORTH
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3DETROIT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5DETROIT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6EAST LANSING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7ANN ARBOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8PHOENIX
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8AZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd048067
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd348202
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd448210
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd548214
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd748109
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd885032
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt037883
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt043430
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt050800
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt07370
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0135143
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0143253
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0145989
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt029312
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt07370
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt021942
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0424385
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0135143
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0143253
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0145989
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt043430
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0446327
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0453697
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0JAMES ROSENTHAL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0360 CRANBROOK ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0BLOOMFIELD HILLS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd048304
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0200000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherIncomeSchedule2/OtherIncomeDetail/Desc0PARTNERSHIP DISTRIBUTIONS
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt07797
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt010328
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISOR FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt010328
TaxesSchedule/TaxesDetail/Amt02500
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX-2021
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES ROSENTHAL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT/TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-06-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JAMES AND CATHERINE ROSENTHAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JAME
ReturnHeader/Filer/EIN0205200802
ReturnHeader/Filer/PhoneNum02485933660
ReturnHeader/Filer/USAddress/AddressLine1Txt0360 CRANBROOK ROAD
ReturnHeader/Filer/USAddress/CityNm0BLOOMFIELD HILLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048304
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0753148637
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SCHLAUPITZ MADHAVAN PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0820 KIRTS BLVD SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TROY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048084
ReturnHeader/PreparerPersonGrp/PhoneNum02486491600
ReturnHeader/PreparerPersonGrp/PreparationDt02023-06-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAUREN DEBAY CPA
ReturnHeader/ReturnTs02023-06-07T11:02:33-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAMES
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ROSENTHAL
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,054,793
Liabilities
$0
Net assets
$1,054,793
Revenue
$216,638
Expenses
$58,635
Net income
$158,003
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.09$0.12$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.21$0.27$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.22$0.06$0.16
2021Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.18$0.20$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.06$0.05$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.06$0.20$0.14
2018Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.32$0.21$0.11
2017Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.10$0.09$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$0.00$0.04$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$0.00$0.04$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$0.07$0.03$0.03
2013Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$0.10$0.01$0.10
2012Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$0.05
2011Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$0.03
2010Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$0.03