Civic Intelligence

Htc Cottee Anna and Isidore Roseman Foundatio

990PF • Fiscal year 2012 • EIN 23-6676499

May 01, 2011 to Apr 30, 2012 • Filed on Aug 30, 2012

1525 W Wt Harris Blvd D1114-04428288
Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2012 filings • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

93rd percentile

$32,335

Higher top officer pay than 93% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Source year 2012

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$2,871,413

No earlier filing loaded for comparison.

Net Assets

$2,871,413

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$187,758

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2012: $2,871,413Liabilities 2012: $0Net Assets 2012: $2,871,4132012Assets 2013: $2,864,735Liabilities 2013: $0Net Assets 2013: $2,864,7352013Assets 2014: $2,902,866Liabilities 2014: $0Net Assets 2014: $2,902,8662014Assets 2015: $2,890,972Liabilities 2015: $0Net Assets 2015: $2,890,9722015Assets 2016: $3,166,983Liabilities 2016: $1,325Net Assets 2016: $3,165,6582016Assets 2017: $3,098,565Liabilities 2017: $0Net Assets 2017: $3,098,5652017Assets 2018: $3,119,207Liabilities 2018: $0Net Assets 2018: $3,119,2072018Assets 2019: $2,993,782Liabilities 2019: $0Net Assets 2019: $2,993,7822019Assets 2020: $2,833,380Liabilities 2020: $0Net Assets 2020: $2,833,3802020Assets 2021: $2,871,565Liabilities 2021: $0Net Assets 2021: $2,871,5652021Assets 2022: $2,892,356Liabilities 2022: $0Net Assets 2022: $2,892,3562022Assets 2023: $2,852,999Liabilities 2023: $0Net Assets 2023: $2,852,9992023Assets 2024: $2,792,377Liabilities 2024: $0Net Assets 2024: $2,792,3772024Assets 2025: $2,802,961Liabilities 2025: $0Net Assets 2025: $2,802,9612025

Highlighted filing

2012

Assets$2,871,413
Liabilities$0
Net Assets$2,871,413

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2012: $187,7582012Expenses 2013: $205,6702013Revenue 2014: $288,320Expenses 2014: $249,077Net Income 2014: $39,2432014Revenue 2015: $127,479Expenses 2015: $139,993Net Income 2015: -$12,5142015Revenue 2016: $487,182Expenses 2016: $212,086Net Income 2016: $275,0962016Revenue 2017: $114,088Expenses 2017: $181,181Net Income 2017: -$67,0932017Revenue 2018: $217,699Expenses 2018: $197,057Net Income 2018: $20,6422018Revenue 2019: $86,971Expenses 2019: $212,396Net Income 2019: -$125,4252019Revenue 2020: $45,097Expenses 2020: $205,499Net Income 2020: -$160,4022020Revenue 2021: $245,393Expenses 2021: $207,208Net Income 2021: $38,1852021Revenue 2022: $243,036Expenses 2022: $222,245Net Income 2022: $20,7912022Revenue 2023: $163,681Expenses 2023: $205,258Net Income 2023: -$41,5772023Revenue 2024: $187,767Expenses 2024: $227,201Net Income 2024: -$39,4342024Revenue 2025: $179,532Expenses 2025: $210,455Net Income 2025: -$30,9232025

Highlighted filing

2012

Revenue-
Expenses$187,758
Net Income-
Jump To
Filing Snapshot
Filing Period
May 1, 2011 to Apr 30, 2012
Signed
Aug 30, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK NACo-Trustee-$32,335-$32,335
LEONARD I KORMANCo-Trustee-$0--
MORRIS P BARAN ESQCo-Trustee-$0--
DANIEL J PACICo-Trustee-$0--
ALISON KORMAN FELDMANCo-Trustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantAMERICAN FRIENDS HEBRW UNIVGENERAL USEPUBLIC EXEMPTNEW YORK, NY, US$18,544
Paid GrantAMERICAN TECH SOCIETY IITGENERAL USEPUBLIC EXEMPTWEST CONSHOHOCKEN, PA, US$12,362
Paid GrantALBERT EINSTEIN COLLEGEGENERAL USEPUBLIC EXEMPTNEW YORK, NY, US$12,362
Paid GrantBAR-ILAN UNIVERSITY IN ISRAELGENERAL USEPUBLIC EXEMPTNEW YORK, NY, US$12,362
Paid GrantDREXEL UNIVERSITYGENERAL USEPUBLIC EXEMPTPHILADELPHIA, PA, US$12,362
Paid GrantBRANDEIS UNIVERSITYGENERAL USEPUBLIC EXEMPTWALTHAM, MA, US$6,182
Paid GrantBOYS TOWN JERUSALEM FND OF AMERICAGENERAL USEPUBLIC EXEMPTJENKINTOWN, PA, US$6,182
Paid GrantAMERICAN COMMITTEE FOR WEIZMANGENERAL USEPUBLIC EXEMPTNEW YORK, NY, US$6,182
Paid GrantAMERICAN FRIENDS OF PONEVEZ YESHGENERAL USEPUBLIC EXEMPTNEW YORK, NY, US$6,182
Paid GrantPHILA COLLEGE OF OSTEOPATHYGENERAL USEPUBLIC EXEMPTPHILADELPHIA, PA, US$6,182
Paid GrantGRATZ COLLEGEGENERAL USEPUBLIC EXEMPTMELROSE PARK, PA, US$6,182
Paid GrantTEMPLE UNIVERSITYGENERAL USEPUBLIC EXEMPTPHILADELPHIA, PA, US$6,182
Paid GrantGENERAL BICUR CHOLIM HOSPITALGENERAL USEPUBLIC EXEMPTNEW YORK, NY, US$6,182
Paid GrantAMERICAN FRIENDS OF MEIR MED CTRGENERAL USEPUBLIC EXEMPTMINEOLA, NY, US$6,182
Paid GrantMEDICAL COLLEGEGENERAL USEPUBLIC EXEMPTPHILADELPHIA, PA, US$6,181
Paid GrantTALMUDICAL YESHIVA OFGENERAL USEPUBLIC EXEMPTPHILADELPHIA, PA, US$6,181
Paid GrantHADASSAH MEDICAL RELIEF ASSNGENERAL USEPUBLIC EXEMPTNEW YORK, NY, US$3,090
Paid GrantAMERICAN MIZRACHI WOMEN (AMIT)GENERAL USEPUBLIC EXEMPTNEW YORK, NY, US$3,090
Filing and Contact Details

Filer

EIN
23-6676499
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12445865V100 INTERCONTINENTALEXCH
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InvestmentsOtherSchedule2/InvestmentsOther/BookValue2260000
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InvestmentsOtherSchedule2/InvestmentsOther/BookValue4110000
InvestmentsOtherSchedule2/InvestmentsOther/BookValue570000
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InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem1693390841 PIMCO HIGH YIELD FD-
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InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem894985D244 WELLS FARGO ADVANT
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InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem15D1668R123 DAIMLERCHRYSLER AG
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem16722005220 PIMCO FOREIGN BOND (
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV0117270

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.80$0.00$2.80$0.18$0.21$0.03
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.79$0.00$2.79$0.19$0.23$0.04
2023Detailed filing. Detailed filing data is available for this year.$2.85$0.00$2.85$0.16$0.21$0.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.89$0.00$2.89$0.24$0.22$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.87$0.00$2.87$0.25$0.21$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.83$0.00$2.83$0.05$0.21$0.16
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.99$0.00$2.99$0.09$0.21$0.13
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.12$0.00$3.12$0.22$0.20$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.10$0.00$3.10$0.11$0.18$0.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.17$0.00$3.17$0.49$0.21$0.28
2015Detailed filing. Detailed filing data is available for this year.$2.89$0.00$2.89$0.13$0.14$0.01
2014Detailed filing. Detailed filing data is available for this year.$2.90$0.00$2.90$0.29$0.25$0.04
2013Detailed filing. Detailed filing data is available for this year.$2.86$0.00$2.86$0.21
2012Detailed filing. Detailed filing data is available for this year.$2.87$0.00$2.87$0.19