Civic Intelligence

Ellen & Douglas Rosenberg Foundation

990PF • Fiscal year 2013 • EIN 26-3347594

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 11, 2014

Organization Profile
Foundation Source 501 Silverside RdSuite 12319809-1377

(800) 839-1754

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.

2013 filings • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

30th percentile

0.00x

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Net Margin

1st percentile

-1145%

Higher net margin than 1% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

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.

2013 filings • $1M-$5M nonprofits • Source year 2013

Asset Growth

Score unavailable

No value available

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

Source year 2013

Revenue Growth

Score unavailable

No value available

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

Source year 2013

Balance Sheet
Liabilities / Assets27th percentile

Assets

$3,289,130

No earlier filing loaded for comparison.

Net Assets

$3,289,130

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin1st percentile

Revenue

$39,384

No earlier filing loaded for comparison.

Expenses

$490,464

No earlier filing loaded for comparison.

Net Income

-$451,080

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2013: $3,289,130Liabilities 2013: $0Net Assets 2013: $3,289,1302013Assets 2014: $2,894,793Liabilities 2014: $0Net Assets 2014: $2,894,7932014Assets 2015: $2,674,332Liabilities 2015: $0Net Assets 2015: $2,674,3322015Assets 2016: $2,606,262Liabilities 2016: $0Net Assets 2016: $2,606,2622016Assets 2017: $2,553,887Liabilities 2017: $0Net Assets 2017: $2,553,8872017Assets 2018: $2,497,639Liabilities 2018: $0Net Assets 2018: $2,497,6392018Assets 2019: $2,472,496Liabilities 2019: $0Net Assets 2019: $2,472,4962019Assets 2020: $2,457,185Liabilities 2020: $0Net Assets 2020: $2,457,1852020

Highlighted filing

2013

Assets$3,289,130
Liabilities$0
Net Assets$3,289,130
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500KRevenue 2013: $39,384Expenses 2013: $490,464Net Income 2013: -$451,0802013Revenue 2014: $188,557Expenses 2014: $582,894Net Income 2014: -$394,3372014Revenue 2015: $154,625Expenses 2015: $375,086Net Income 2015: -$220,4612015Revenue 2016: $10,843Expenses 2016: $78,913Net Income 2016: -$68,0702016Revenue 2017: $14,726Expenses 2017: $67,101Net Income 2017: -$52,3752017Revenue 2018: $4,731Expenses 2018: $60,979Net Income 2018: -$56,2482018Revenue 2019: $30,979Expenses 2019: $56,122Net Income 2019: -$25,1432019Revenue 2020: $527Expenses 2020: $15,838Net Income 2020: -$15,3112020

Highlighted filing

2013

Revenue$39,384
Expenses$490,464
Net Income-$451,080
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 11, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Douglas C RosenbergPres / Director-$0--
Ellen H RosenbergDirector / Sec / Treas-$0--
Filing and Contact Details

Filer

EIN
26-3347594
In Care Of
% c/o Foundation Source

Signing Officer

Name
Douglas C Rosenberg
Title
President
Phone
8008391754
Signed
2014-11-11
Discuss with paid preparer
Yes

Preparer

Preparer
Jeffrey D Haskell
Phone
8008391754
Raw XML Appendix338 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Douglas C Rosenberg
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Ellen H Rosenberg
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine105221 PARADISE DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine11PO BOX 1372
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0CORTE MADERA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City1SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode094925
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode194143
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt070000
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/AppliedToCurrentYearAmt050147
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt050147
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01607965
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01627066
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt02012277
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0463807
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0318913
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0318913
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt06136992
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0425877
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01607965
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01627066
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02012277
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0463807
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02011
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02010
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02009
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0476024
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0425877
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt06455905
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt06030028
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Rosenberg Douglas C
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10351 Evergreen Drive
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0Kentfield
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode094904
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt010000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0General Governance/Counseling
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt030976
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt030976
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0PRI-BUCK INSTITUTE-RESEARCH
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt02435000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt02435000
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Administrative Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Bank Charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Website Development
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt019296
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt127500
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0195
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt019296
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1195
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt227500
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Federal Tax Refund
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01974
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt014245
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1309540
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt218712
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Management Services
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1CONSULTING-ALZHEIMERS RESEARCH
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2CONSULTING BRAIN HEALTH REG
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0309540
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt118712
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt014245
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Douglas C Rosenberg
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum08008391754
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine10Ellen & Douglas Rosenberg Foundation
ReturnHeader/Filer/BusinessNameControlTxt0ELLE
ReturnHeader/Filer/EIN0263347594
ReturnHeader/Filer/InCareOfNm0% c/o Foundation Source
ReturnHeader/Filer/USAddress/AddressLine10Foundation Source 501 Silverside Rd
ReturnHeader/Filer/USAddress/AddressLine20Suite 123
ReturnHeader/Filer/USAddress/City0Wilmington
ReturnHeader/Filer/USAddress/State0DE
ReturnHeader/Filer/USAddress/ZIPCode0198091377
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Foundation Source
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10One Hollow Ln Ste 212
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Lake Success
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode011042
ReturnHeader/PreparerPersonGrp/PhoneNum08008391754
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey D Haskell
ReturnHeader/ReturnTs02014-11-14T14:00:11-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,289,130
Liabilities
$0
Net assets
$3,289,130
Revenue
$39,384
Expenses
$490,464
Net income
-$451,080
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.46$0.00$2.46$0.00$0.02$0.02
2019Detailed filing. Detailed filing data is available for this year.$2.47$0.00$2.47$0.03$0.06$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.50$0.00$2.50$0.00$0.06$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.55$0.00$2.55$0.01$0.07$0.05
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.61$0.00$2.61$0.01$0.08$0.07
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.67$0.00$2.67$0.15$0.38$0.22
2014Detailed filing. Detailed filing data is available for this year.$2.89$0.00$2.89$0.19$0.58$0.39
2013Detailed filing. Detailed filing data is available for this year.$3.29$0.00$3.29$0.04$0.49$0.45