Civic Intelligence

Paul and Wendy Rosen Charitable Foundation

990PF • Fiscal year 2021 • EIN 23-3008895

Jan 01, 2021 to Dec 31, 2021 • Filed on May 03, 2022

Organization Profile
1830 Rittenhouse SquarePhiladelphia, PA 19103

(215) 241-8801

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

96th percentile

88%

Higher net margin than 96% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

44th percentile

0.6%

Faster asset growth than 44% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

74th percentile

46%

Faster revenue growth than 74% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$14,314

Up $90 (+0.6%) from 2020

Net Assets

Up

$14,314

Up $90 (+0.6%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin96th percentile

Revenue

Up

$104

Up $33 (+46%) from 2020

Expenses

Down

$12

Down $2,000 (-99%) from 2020

Net Income

Up

$92

Up $2,033 (+105%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$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

2021

Assets$14,314
Liabilities$0
Net Assets$14,314
Open 2021 Filing

Operations Trend

Revenue Growth74th percentile

Revenue, expenses, and net income across loaded years, with this 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

2021

Revenue$104
Expenses$12
Net Income$92
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 3, 2022
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay78th 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
1830 RITTENHOUSE SQUARE, PHILADELPHIA, PA 19103

Signing Officer

Name
Paul Rosen
Title
Trustee
Phone
2152418801
Signed
2022-05-03

Preparer

Firm
Sontag & Brown LLC
Address
886 Springdale Drive, Exton, PA 19341
Preparer
Paul A Brown CPA
Phone
6103633550
Raw XML Appendix289 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/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0114035
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0114710
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt12
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FEDERAL TAXES PAID
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1rounding
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT ADVISOR FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt011
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt011
OtherIncomeSchedule2/OtherIncomeDetail/Desc0misc
OtherIncreasesSchedule/OtherIncreasesDetail/Amt00
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0change in fmv
TaxesSchedule/TaxesDetail/Amt01
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN INCOME TAXES PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL ROSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02152418801
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PAUL & WENDY ROSEN CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PAUL
ReturnHeader/Filer/EIN0233008895
ReturnHeader/Filer/PhoneNum02152418801
ReturnHeader/Filer/USAddress/AddressLine1Txt01830 RITTENHOUSE SQUARE
ReturnHeader/Filer/USAddress/CityNm0PHILADELPHIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019103
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/PreparationDt02022-10-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Paul A Brown CPA
ReturnHeader/ReturnTs02022-10-28T07:09:15-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PAUL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ROSEN
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,314
Liabilities
$0
Net assets
$14,314
Revenue
$104
Expenses
$12
Net income
$92
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