Civic Intelligence

Steven J and Robin Rotter Family Foundation

990PF • Fiscal year 2017 • EIN 26-1444241

Dec 01, 2016 to Nov 30, 2017 • Filed on Oct 09, 2018

110 East 59TH ST 34TH FLNew York, NY 10022

(212) 421-1300

Siviq Scores

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

Liabilities / Assets

81st percentile

0.00x

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

2017 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

81st percentile

0.00x

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

2017 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2017

Net Margin

69th percentile

51%

Higher net margin than 69% of similar nonprofits.

2017 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

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

2017 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2017

Asset Growth

43rd percentile

1.2%

Faster asset growth than 43% of similar nonprofits.

2017 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

13th percentile

-58%

Faster revenue growth than 13% of similar nonprofits.

2017 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Up

$2,548,308

Up $29,643 (+1.2%) from 2016

Net Assets

Up

$2,548,308

Up $29,643 (+1.2%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$58,193

Down $81,455 (-58%) from 2016

Expenses

Down

$28,550

Down $385,379 (-93%) from 2016

Net Income

Up

$29,643

Up $303,924 (+111%) from 2016

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $3,910,677Liabilities 2011: $0Net Assets 2011: $3,910,6772011Assets 2012: $3,658,506Liabilities 2012: $0Net Assets 2012: $3,658,5062012Assets 2013: $3,217,541Liabilities 2013: $0Net Assets 2013: $3,217,5412013Assets 2014: $2,912,891Liabilities 2014: $0Net Assets 2014: $2,912,8912014Assets 2016: $2,518,665Liabilities 2016: $0Net Assets 2016: $2,518,6652016Assets 2017: $2,548,308Liabilities 2017: $0Net Assets 2017: $2,548,3082017Assets 2018: $2,316,893Liabilities 2018: $0Net Assets 2018: $2,316,8932018Assets 2019: $2,430,312Liabilities 2019: $0Net Assets 2019: $2,430,3122019Assets 2020: $4,049,480Liabilities 2020: $0Net Assets 2020: $4,049,4802020Assets 2021: $4,538,088Liabilities 2021: $0Net Assets 2021: $4,538,0882021Assets 2022: $4,237,528Liabilities 2022: $0Net Assets 2022: $4,237,5282022Assets 2023: $4,501,971Liabilities 2023: $0Net Assets 2023: $4,501,9712023Assets 2024: $4,582,449Liabilities 2024: $0Net Assets 2024: $4,582,4492024

Highlighted filing

2017

Assets$2,548,308
Liabilities$0
Net Assets$2,548,308

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $468,3012011Expenses 2012: $310,4712012Expenses 2013: $530,2202013Revenue 2014: $82,239Expenses 2014: $386,889Net Income 2014: -$304,6502014Revenue 2016: $139,648Expenses 2016: $413,929Net Income 2016: -$274,2812016Revenue 2017: $58,193Expenses 2017: $28,550Net Income 2017: $29,6432017Revenue 2018: $66,207Expenses 2018: $297,622Net Income 2018: -$231,4152018Revenue 2019: $127,082Expenses 2019: $13,663Net Income 2019: $113,4192019Revenue 2020: $2,020,322Expenses 2020: $354,515Net Income 2020: $1,665,8072020Revenue 2021: $828,835Expenses 2021: $406,675Net Income 2021: $422,1602021Revenue 2022: $214,272Expenses 2022: $539,142Net Income 2022: -$324,8702022Revenue 2023: $345,275Expenses 2023: $75,046Net Income 2023: $270,2292023Revenue 2024: $141,831Expenses 2024: $65,682Net Income 2024: $76,1492024

Highlighted filing

2017

Revenue$58,193
Expenses$28,550
Net Income$29,643
Jump To
Filing Snapshot
Filing Period
Dec 1, 2016 to Nov 30, 2017
Signed
Oct 9, 2018
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEVEN J ROTTERPresidentPT$0--
ADAM ROTTERDirectorPT$0--
robin rotterDirectorPT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantBBYO INCGENERALPUBLICWashington, DC, US$10,000
Paid GrantBIRTHRIGHT ISRAEL FOUNDATIONGENERALPUBLICNEW york, NY, US$7,500
Paid GrantMJHS FOUNDATIONGENERALPUBLICNEW YORK, NY, US$2,000
Paid GrantNATIONAL MUSEUM OF AMERICAN HISTORYGENERALPUBLICWAShington, DC, US$1,800
Paid GrantjasaGENERALpUBLICrego parkn, NY, US$500
Filing and Contact Details

Filer

Filer Name
Steven J and Robin Rotter Family
EIN
26-1444241
Phone
2124211300
Address
110 East 59TH ST 34TH FL, NEW YORK, NY 10022

Signing Officer

Name
Steven Rotter
Title
officer
Phone
2124211300
Signed
2018-10-09
Discuss with paid preparer
Yes

Preparer

Firm
Mazars USA Llp
Address
135 WEST 50TH STREET, NEW YORK, NY 10020-0002
Preparer
Kyle Wissel
Phone
2128127000
Raw XML Appendix371 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/SumOfProgramRelatedInvstGrp/TotalAmt00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4500
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3NATIONAL MUSEUM OF AMERICAN HISTORY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt133 E 33RD STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2440 NINTH AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt314th St and Constitution Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt49777 queens blvd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Washington
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3WAShington
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4rego parkn
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3DC
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt025550
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0161772
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0136222
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0261611
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt066456
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0221198
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0350902
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0119430
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0136222
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0883375
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0261611
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt066456
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0221198
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0334110
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
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IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt025550
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IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0883375
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01019597
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt010
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ACCRUED INTEREST
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0misc admin expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1misc financial expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OFFICE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0753
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt12855
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2142
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt12855
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0753
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt12855
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2142
TaxesSchedule/TaxesDetail/Amt03000
TaxesSchedule/TaxesDetail/CategoryTxt0Federal Taxes
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Steven Rotter
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0officer
ReturnHeader/BusinessOfficerGrp/PhoneNum02124211300
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STEVEN J AND ROBIN ROTTER FAMILY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0STEV
ReturnHeader/Filer/EIN0261444241
ReturnHeader/Filer/PhoneNum02124211300
ReturnHeader/Filer/USAddress/AddressLine1Txt0110 East 59TH ST 34TH FL
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010022
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A8F39FAB2FE6C8ACE674727B4F2296FA28B2C2F2
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0148.77.102.18
ReturnHeader/FilingSecurityInformation/IPDt02018-10-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm014:59:55
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0131459550
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MAZARS USA LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0135 WEST 50TH STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0100200002
ReturnHeader/PreparerPersonGrp/PhoneNum02128127000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kyle Wissel
ReturnHeader/ReturnTs02018-10-10T10:56:00-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-12-01
ReturnHeader/TaxPeriodEndDt02017-11-30
ReturnHeader/TaxYr02016

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