Civic Intelligence

Paul & Wendy Rosen Charitable Foundation

EIN 23-3008895 • Philadelphia, PA

10 Rittenhouse Sq 130S 18th StPhiladelphia, PA 19103
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

4th percentile

-1229%

Higher net margin than 4% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

16th percentile

-72%

Faster asset growth than 16% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

28th percentile

-27%

Faster revenue growth than 28% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$2,872

Down $7,483 (-72%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$2,872

Down $7,483 (-72%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin4th percentile

Revenue

Down

$612

Down $230 (-27%) from 2023

Expenses

Up

$8,135

Up $3,071 (+61%) from 2023

Net Income

Down

-$7,523

Down $3,301 (-78%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth16th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40K$30K$20K$10K$0Assets 2011: $35,964Liabilities 2011: $02011Assets 2012: $20,287Liabilities 2012: $02012Assets 2013: $4,818Liabilities 2013: $02013Assets 2014: $4,965Liabilities 2014: $02014Assets 2015: $5,654Liabilities 2015: $02015Assets 2017: $20,466Liabilities 2017: $0Net Assets 2017: $20,4662017Assets 2018: $4,399Liabilities 2018: $0Net Assets 2018: $4,3992018Assets 2019: $16,180Liabilities 2019: $0Net Assets 2019: $16,1802019Assets 2020: $14,224Liabilities 2020: $0Net Assets 2020: $14,2242020Assets 2021: $14,314Liabilities 2021: $0Net Assets 2021: $14,3142021Assets 2022: $14,577Liabilities 2022: $0Net Assets 2022: $14,5772022Assets 2023: $10,355Liabilities 2023: $0Net Assets 2023: $10,3552023Assets 2024: $2,872Liabilities 2024: $0Net Assets 2024: $2,8722024

Highlighted filing

2024

Assets$2,872
Liabilities$0
Net Assets$2,872
Open 2024 Filing

Operations Trend

Revenue Growth28th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50K-$100KRevenue 2011: $12,351Expenses 2011: $42,183Net Income 2011: -$29,8322011Revenue 2012: $4,207Expenses 2012: $19,884Net Income 2012: -$15,6772012Revenue 2013: $150Expenses 2013: $14,083Net Income 2013: -$13,9332013Revenue 2014: $293Expenses 2014: $146Net Income 2014: $1472014Revenue 2015: $746Expenses 2015: $57Net Income 2015: $6892015Revenue 2017: $9,815Expenses 2017: $63,801Net Income 2017: -$53,9862017Revenue 2018: $20,966Expenses 2018: $30,247Net Income 2018: -$9,2812018Revenue 2019: $30,880Expenses 2019: $19,099Net Income 2019: $11,7812019Revenue 2020: $71Expenses 2020: $2,012Net Income 2020: -$1,9412020Revenue 2021: $104Expenses 2021: $12Net Income 2021: $922021Revenue 2022: $361Expenses 2022: $33Net Income 2022: $3282022Revenue 2023: $842Expenses 2023: $5,064Net Income 2023: -$4,2222023Revenue 2024: $612Expenses 2024: $8,135Net Income 2024: -$7,5232024

Highlighted filing

2024

Revenue$612
Expenses$8,135
Net Income-$7,523
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,872
Liabilities
$0
Net assets
$2,872
Revenue
$612
Expenses
$8,135
Net income
-$7,523
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.87$0.00$2.87$0.61$8.14$7.52
2023Detailed filing. Detailed filing data is available for this year.$10.4$0.00$10.4$0.84$5.06$4.22
2022Detailed filing. Detailed filing data is available for this year.$14.6$0.00$14.6$0.36$0.03$0.33
2021Detailed filing. Detailed filing data is available for this year.$14.3$0.00$14.3$0.10$0.01$0.09
2020Detailed filing. Detailed filing data is available for this year.$14.2$0.00$14.2$0.07$2.01$1.94
2019Detailed filing. Detailed filing data is available for this year.$16.2$0.00$16.2$30.9$19.1$11.8
2018Detailed filing. Detailed filing data is available for this year.$4.40$0.00$4.40$21.0$30.2$9.28
2017Detailed filing. Detailed filing data is available for this year.$20.5$0.00$20.5$9.82$63.8$54.0
2015Summary only. Only limited summary data is available for this year.$5.65$0.00$0.75$0.06$0.69
2014Summary only. Only limited summary data is available for this year.$4.97$0.00$0.29$0.15$0.15
2013Summary only. Only limited summary data is available for this year.$4.82$0.00$0.15$14.1$13.9
2012Summary only. Only limited summary data is available for this year.$20.3$0.00$4.21$19.9$15.7
2011Summary only. Only limited summary data is available for this year.$36.0$0.00$12.4$42.2$29.8
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 11, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Paul RosenDirector-$0--
Wendy RosenDirector-$0--
Filing and Contact Details

Filer

Filer Name
Paul & Wendy Rosen Charitable Foundation
EIN
23-3008895
Phone
2152418801
Address
10 RITTENHOUSE SQ 130S 18TH ST, PHILADELPHIA, PA 19103

Signing Officer

Name
Paul Rosen
Title
Trustee
Phone
2152418801
Signed
2025-11-11

Preparer

Firm
Sontag & Brown LLC
Address
886 Springdale Drive, Exton, PA 19341
Preparer
Paul A Brown CPA
Phone
6103633550
Raw XML Appendix329 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/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0false
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0Paul Rosen
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt010 Rittenhouse Sq 130S 18th ST
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Phila
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0PA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd019103
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0PA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum02152418801
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0NO FORMAL APPLICATIONS REQUIRED
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0PAUL WENDY ROSEN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02152418801
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt01830 RITTENHOUSE SQUARE APT 15A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0PHILADELPHIA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd019103
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt07500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt10
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO ASSIST THE DONEEORGANIZATION INCONDUCTING ITS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1EXEMPT ACTIVITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PHILADELPHIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd019103
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NA
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt07500
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/DistributableAsAdjustedAmt0323
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0323
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt02000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt019090
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0323
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt018767
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02000
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt02000
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt020767
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt021090
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt10
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FEDERAL TAXES PAID
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1change in fmv
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT ADVISOR FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt146
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt146
OtherIncreasesSchedule/OtherIncreasesDetail/Amt040
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0change in fmv
TaxesSchedule/TaxesDetail/Amt03
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN INCOME TAXES PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt03
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL ROSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02152418801
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PAUL & WENDY ROSEN CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PAUL
ReturnHeader/Filer/EIN0233008895
ReturnHeader/Filer/PhoneNum02152418801
ReturnHeader/Filer/USAddress/AddressLine1Txt010 RITTENHOUSE SQ 130S 18TH ST
ReturnHeader/Filer/USAddress/CityNm0PHILADELPHIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019103
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0232938659
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Sontag & Brown LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0886 Springdale Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Exton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019341
ReturnHeader/PreparerPersonGrp/PhoneNum06103633550
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Paul A Brown CPA
ReturnHeader/ReturnTs02025-11-14T08:35:04-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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