Civic Intelligence

Jonathan D Rosen Family Foundation

EIN 27-1263846 • Atlanta, GA

1200 Ashwood Parkway Suite 155Atlanta, GA 30338
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

2nd percentile

-9431%

Higher net margin than 2% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

9th percentile

-86%

Faster revenue growth than 9% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$15,695

Down $3,373,828 (-100%) from 2023

Liabilities

Down

$0

Down $80,901 (-100%) from 2023

Net Assets

Down

$15,695

Down $3,292,927 (-100%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin2nd percentile

Revenue

Down

$34,916

Down $216,118 (-86%) from 2023

Expenses

Up

$3,327,843

Up $2,943,402 (+766%) from 2023

Net Income

Down

-$3,292,927

Down $3,159,520 (-2368%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2018: $2,080,458Liabilities 2018: $462,376Net Assets 2018: $1,618,0822018Assets 2019: $2,154,530Liabilities 2019: $278,295Net Assets 2019: $1,876,2352019Assets 2020: $2,299,201Liabilities 2020: $123,573Net Assets 2020: $2,088,4282020Assets 2021: $2,200,606Liabilities 2021: $82,149Net Assets 2021: $2,118,4572021Assets 2022: $3,524,699Liabilities 2022: $82,670Net Assets 2022: $3,442,0292022Assets 2023: $3,389,523Liabilities 2023: $80,901Net Assets 2023: $3,308,6222023Assets 2024: $15,695Liabilities 2024: $0Net Assets 2024: $15,6952024

Highlighted filing

2024

Assets$15,695
Liabilities$0
Net Assets$15,695
Open 2024 Filing

Operations Trend

Revenue Growth9th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2018: $383,463Expenses 2018: $200,380Net Income 2018: $183,0832018Revenue 2019: $542,091Expenses 2019: $283,938Net Income 2019: $258,1532019Revenue 2020: $598,751Expenses 2020: $386,558Net Income 2020: $212,1932020Revenue 2021: $290,949Expenses 2021: $348,119Net Income 2021: -$57,1702021Revenue 2022: $1,692,891Expenses 2022: $369,319Net Income 2022: $1,323,5722022Revenue 2023: $251,034Expenses 2023: $384,441Net Income 2023: -$133,4072023Revenue 2024: $34,916Expenses 2024: $3,327,843Net Income 2024: -$3,292,9272024

Highlighted filing

2024

Revenue$34,916
Expenses$3,327,843
Net Income-$3,292,927
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,695
Liabilities
$0
Net assets
$15,695
Revenue
$34,916
Expenses
$3,327,843
Net income
-$3,292,927
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.03$3.33$3.29
2023Detailed filing. Detailed filing data is available for this year.$3.39$0.08$3.31$0.25$0.38$0.13
2022Detailed filing. Detailed filing data is available for this year.$3.52$0.08$3.44$1.69$0.37$1.32
2021Detailed filing. Detailed filing data is available for this year.$2.20$0.08$2.12$0.29$0.35$0.06
2020Detailed filing. Detailed filing data is available for this year.$2.30$0.12$2.09$0.60$0.39$0.21
2019Detailed filing. Detailed filing data is available for this year.$2.15$0.28$1.88$0.54$0.28$0.26
2018Detailed filing. Detailed filing data is available for this year.$2.08$0.46$1.62$0.38$0.20$0.18
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Nov 1, 2023 to Oct 31, 2024
Signed
Aug 31, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TRACY TANNERExecutive DirectorFT$0--
GINGER GALLAGHERTrustee-$0--
COLIN O LEARYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Jonathan D Rosen Family Foundation
EIN
27-1263846
Address
1200 ASHWOOD PARKWAY SUITE 155, Atlanta, GA 30338

Signing Officer

Name
Tracy Tanner
Title
Executive Direc
Phone
6782181229
Signed
2025-08-31
Discuss with paid preparer
Yes

Preparer

Firm
Levis Seguin CPAs
Address
158 Cleveland St, Elyria, OH 44035
Preparer
James Levis
Phone
4403224490
Raw XML AppendixShowing 400 of 453 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TEACH WEALTH HABITS TO YOUTHS
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