Civic Intelligence

Ellen & Douglas Rosenberg Foundation

990PF • Fiscal year 2015 • EIN 26-3347594

Jan 01, 2015 to Dec 31, 2015 • Filed on Oct 21, 2016

Foundation Source 501 Silverside RdWilmington, DE 19809-1377

(800) 839-1754

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

5th percentile

-143%

Higher net margin than 5% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

15th percentile

-7.6%

Faster asset growth than 15% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

21st percentile

-18%

Faster revenue growth than 21% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Assets

Down

$2,674,332

Down $220,461 (-7.6%) from 2014

Net Assets

Down

$2,674,332

Down $220,461 (-7.6%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$154,625

Down $33,932 (-18%) from 2014

Expenses

Down

$375,086

Down $207,808 (-36%) from 2014

Net Income

Up

-$220,461

Up $173,876 (+44%) from 2014

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 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

2015

Assets$2,674,332
Liabilities$0
Net Assets$2,674,332

Operations Trend

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

2015

Revenue$154,625
Expenses$375,086
Net Income-$220,461
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Oct 21, 2016
Return Version
2015v2.1
Compensation and Service Providers

Employees

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

Filer

Filer Name
Ellen & Douglas Rosenberg Foundation
EIN
26-3347594
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
Douglas Rosenberg
Title
president
Phone
8008391754
Signed
2016-10-21
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
One Hollow Ln Ste 212, Lake Success, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
Raw XML Appendix366 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/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt11388 Sutter St Ste 901
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Douglas C Rosenberg
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Ellen H Rosenberg
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Pres / Dir
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Dir / Sec / Treas
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IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0THE BRAIN HEALTH REGISTRY-USES SOCIAL MEDIA & OTHER OUTREACH MECHANISMS TO SPEED UP THE SEARCH FOR CURES FOR ALZHEIMER'S PARKINSON'S, DEPRESSION, PTSD AND OTHER BRAIN DISORDERS.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0THE ROSENBERG ALZHEIMER'S PROJECT- TO SUPPORT SEEKING CURES FOR ALZHEIMER'S DISEASE BY PROVIDING FINANCIAL, LEGAL, MANAGEMENT, COMMUNICATIONS & FUNDRAISING ADVISE & SERVICES.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt078000
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IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Douglas C Rosenberg
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1Ellen H Rosenberg
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt020000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt325000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt410000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt525000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General & Unrestricted
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1General & Unrestricted
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Music Heals International
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3To fund the Rosenberg Family care room in the emergency room
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4General & Unrestricted
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5Scholarship fund and The Beacon Club
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BATTERY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1JEWISH COMMUNITY FEDERATION OF S F MARIN PENINSULA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2MARIN LINK INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3PIONEERS HEALTHCARE FOUNDATION INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4ROOTS & BRANCHES CONSERVANCY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5WAKE FOREST UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0387 TEHAMA ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1121 STEUART ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt25800 NORTHGATE MALL STE 250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3100 PIONEERS MEDICAL CENTER DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO BOX 180
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5PO BOX 7201
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SAN RAFAEL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3MEEKER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4MILL VALLEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5WINSTON SALEM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd094103
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd194105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd294903
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd381641
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd494942
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd527109
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0100000
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/AppliedToCurrentYearAmt016940
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt016940
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0540831
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0425877
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01607965
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01627066
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt02012277
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt02012277
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt04555144
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0353405
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0540831
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0425877
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01607965
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01627066
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02011
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0370345
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0353405
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt06567421
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt06214016
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Rosenberg Douglas C
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0351 Evergreen Drive
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Kentfield
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd094904
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0150000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0PRI-BUCK INSTITUTE -RESEARCH
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt02435000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt02435000
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Administrative Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Bank Charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt017345
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt055
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt017345
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt155
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04686
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1175000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt23000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt375000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Management Services
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1CONSULTING ALZHEIMERS RESEARCH
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2WEBSITE DEVEL BRAIN HEALTH
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt3CONSULTIN-BRAIN HEALTH
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0175000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt13000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt275000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt04686
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DOUGLAS ROSENBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0president
ReturnHeader/BusinessOfficerGrp/PhoneNum08008391754
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Ellen & Douglas Rosenberg Foundation
ReturnHeader/Filer/BusinessNameControlTxt0ELLE
ReturnHeader/Filer/EIN0263347594
ReturnHeader/Filer/InCareOfNm0% Foundation Source
ReturnHeader/Filer/PhoneNum08008391754
ReturnHeader/Filer/USAddress/AddressLine1Txt0Foundation Source 501 Silverside Rd
ReturnHeader/Filer/USAddress/CityNm0Wilmington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DE
ReturnHeader/Filer/USAddress/ZIPCd0198091377
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Foundation Source
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0One Hollow Ln Ste 212
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lake Success
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011042
ReturnHeader/PreparerPersonGrp/PhoneNum08008391754
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey D Haskell
ReturnHeader/ReturnTs02016-11-01T13:51:51-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

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