Civic Intelligence

The Barbara and Brian Rosenstein Family Foundation

990PF • Fiscal year 2015 • EIN 26-3499318

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 15, 2016

9100 Wilshire Blvd 250WBeverly Hills, CA 90212

(310) 273-2924

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

16th percentile

-26%

Higher net margin than 16% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

3rd percentile

-83%

Faster asset growth than 3% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

100th percentile

249900%

Faster revenue growth than 100% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Down

$129

Down $650 (-83%) from 2014

Net Assets

Down

$129

Down $650 (-83%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Up

$2,500

Up $2,499 (+249900%) from 2014

Expenses

Up

$3,150

Up $3,140 (+31400%) from 2014

Net Income

Down

-$650

Down $641 (-7122%) from 2014

Historical Trend

Balance Sheet Trend

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

$30K$20K$10K$0Assets 2011: $278Liabilities 2011: $0Net Assets 2011: $2782011Assets 2012: $38Liabilities 2012: $0Net Assets 2012: $382012Assets 2013: $788Liabilities 2013: $0Net Assets 2013: $7882013Assets 2014: $779Liabilities 2014: $0Net Assets 2014: $7792014Assets 2015: $129Liabilities 2015: $0Net Assets 2015: $1292015Assets 2016: $129Liabilities 2016: $0Net Assets 2016: $1292016Assets 2017: $25,131Liabilities 2017: $0Net Assets 2017: $25,1312017Assets 2019: $17,048Liabilities 2019: $0Net Assets 2019: $17,0482019Assets 2020: $5,000Liabilities 2020: $0Net Assets 2020: $5,0002020Assets 2021: $2,000Liabilities 2021: $0Net Assets 2021: $2,0002021Assets 2022: $1,650Liabilities 2022: $0Net Assets 2022: $1,6502022Assets 2023: $375Liabilities 2023: $0Net Assets 2023: $3752023Assets 2024: $75Liabilities 2024: $0Net Assets 2024: $752024

Highlighted filing

2015

Assets$129
Liabilities$0
Net Assets$129

Operations Trend

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

$200K$150K$100K$50K$0-$50KExpenses 2011: $5,6362011Expenses 2012: $8,2402012Revenue 2013: $2,000Expenses 2013: $1,250Net Income 2013: $7502013Revenue 2014: $1Expenses 2014: $10Net Income 2014: -$92014Revenue 2015: $2,500Expenses 2015: $3,150Net Income 2015: -$6502015Revenue 2016: $0Expenses 2016: $0Net Income 2016: $02016Revenue 2017: $150,002Expenses 2017: $125,000Net Income 2017: $25,0022017Revenue 2019: $5Expenses 2019: $5,541Net Income 2019: -$5,5362019Revenue 2020: $3,112Expenses 2020: $15,160Net Income 2020: -$12,0482020Revenue 2021: $5,600Expenses 2021: $8,600Net Income 2021: -$3,0002021Revenue 2022: $525Expenses 2022: $875Net Income 2022: -$3502022Revenue 2023: $500Expenses 2023: $1,775Net Income 2023: -$1,2752023Revenue 2024: $800Expenses 2024: $1,100Net Income 2024: -$3002024

Highlighted filing

2015

Revenue$2,500
Expenses$3,150
Net Income-$650
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 15, 2016
Return Version
2015v2.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRIAN K ROSENSTEINCEO-$0--
ARNOLD S ROSENSTEINSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Brian K Rosenstein Foundation
EIN
26-3499318
Address
9100 WILSHIRE BLVD 250W, BEVERLY HILLS, CA 90212

Signing Officer

Name
Brian K Rosenstein
Title
CEO
Signed
2016-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Lederman Zeidler Gray & Co LLP
Address
9100 Wilshire Blvd Ste 250W, Beverly Hills, CA 90212
Preparer
Paul Zeidler
Phone
3102732924
Raw XML Appendix183 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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AccountingFeesSchedule/AccountingFeesDetail/Amt0650
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0650
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt07
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt022
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0447
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0454
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ARNOLD S ROSENSTEIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CEO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Secretary
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
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IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt02500
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt02500
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt02500
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0false
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0false
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt09100 WILSHIRE BLVD 250W
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BEVERLY HILLS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
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IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0PAUL ZEIDLER
IRS990PF/StatementsRegardingActyGrp/PhoneNum03102732924
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
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ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRIAN K ROSENSTEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BRIAN K ROSENSTEIN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BRIA
ReturnHeader/Filer/EIN0263499318
ReturnHeader/Filer/USAddress/AddressLine1Txt09100 WILSHIRE BLVD 250W
ReturnHeader/Filer/USAddress/CityNm0BEVERLY HILLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090212
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Lederman Zeidler Gray & Co LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09100 Wilshire Blvd Ste 250W
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Beverly Hills
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090212
ReturnHeader/PreparerPersonGrp/PhoneNum03102732924
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL ZEIDLER
ReturnHeader/ReturnTs02016-11-15T10:28:06-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

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