Civic Intelligence

Rosenthal Charitable Trust B

990PF • Fiscal year 2016 • EIN 27-3293471

Jan 01, 2016 to Dec 31, 2016 • Filed on Mar 02, 2017

Organization Profile
46 Firstpark DriveOakland, ME 04963

(207) 873-1603

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.

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

90th percentile

43%

Higher net margin than 90% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

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.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

76th percentile

21%

Faster asset growth than 76% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

96th percentile

186%

Faster revenue growth than 96% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$31,604

Up $5,481 (+21%) from 2015

Net Assets

Up

$31,604

Up $5,481 (+21%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin90th percentile

Revenue

Up

$13,346

Up $8,678 (+186%) from 2015

Expenses

Up

$7,613

Up $936 (+14%) from 2015

Net Income

Up

$5,733

Up $7,742 (+385%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

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

$40K$30K$20K$10K$0Assets 2013: $30,313Liabilities 2013: $0Net Assets 2013: $30,3132013Assets 2014: $28,472Liabilities 2014: $0Net Assets 2014: $28,4722014Assets 2015: $26,123Liabilities 2015: $0Net Assets 2015: $26,1232015Assets 2016: $31,604Liabilities 2016: $0Net Assets 2016: $31,6042016Assets 2017: $27,258Liabilities 2017: $0Net Assets 2017: $27,2582017Assets 2018: $22,369Liabilities 2018: $0Net Assets 2018: $22,3692018Assets 2019: $18,564Liabilities 2019: $0Net Assets 2019: $18,5642019Assets 2020: $15,557Liabilities 2020: $0Net Assets 2020: $15,5572020Assets 2021: $12,523Liabilities 2021: $0Net Assets 2021: $12,5232021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2016

Assets$31,604
Liabilities$0
Net Assets$31,604
Open 2016 Filing

Operations Trend

Revenue Growth96th percentile

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

$60K$40K$20K$0-$20KRevenue 2013: $3,364Expenses 2013: $5,970Net Income 2013: -$2,6062013Revenue 2014: $4,118Expenses 2014: $5,924Net Income 2014: -$1,8062014Revenue 2015: $4,668Expenses 2015: $6,677Net Income 2015: -$2,0092015Revenue 2016: $13,346Expenses 2016: $7,613Net Income 2016: $5,7332016Revenue 2017: $1,802Expenses 2017: $6,707Net Income 2017: -$4,9052017Revenue 2018: $2,013Expenses 2018: $6,287Net Income 2018: -$4,2742018Revenue 2019: $2,056Expenses 2019: $5,840Net Income 2019: -$3,7842019Revenue 2020: $2,675Expenses 2020: $5,994Net Income 2020: -$3,3192020Revenue 2021: $7,092Expenses 2021: $6,044Net Income 2021: $1,0482021Revenue 2022: $30,980Expenses 2022: $43,926Net Income 2022: -$12,9462022

Highlighted filing

2016

Revenue$13,346
Expenses$7,613
Net Income$5,733
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Mar 2, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT ROSENTHALTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Rosenthal Charitable Trust B
EIN
27-3293471
Phone
2078731603
Address
46 FIRSTPARK DRIVE, OAKLAND, ME 04963

Signing Officer

Name
Robert Rosenthal
Title
Trustee
Phone
2078731603
Signed
2017-03-02

Preparer

Firm
Pfbfcpas
Address
46 FIRSTPARK DRIVE, OAKLAND, ME 04963-5362
Preparer
James P Boulette CPA
Phone
2078731603
Raw XML Appendix247 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/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ROBERT ROSENTHAL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt030 MEADOW LANE
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IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
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IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0252
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED LOSSES
TaxesSchedule/TaxesDetail/Amt048
TaxesSchedule/TaxesDetail/CategoryTxt0INDIRECT TAXES/LICENSES
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT ROSENTHAL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02078731603
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-03-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROSENTHAL CHARITABLE TRUST B
ReturnHeader/Filer/BusinessNameControlTxt0ROSE
ReturnHeader/Filer/EIN0273293471
ReturnHeader/Filer/PhoneNum02078731603
ReturnHeader/Filer/USAddress/AddressLine1Txt046 FIRSTPARK DRIVE
ReturnHeader/Filer/USAddress/CityNm0OAKLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0ME
ReturnHeader/Filer/USAddress/ZIPCd004963
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0105765E572DEB4DC3E7ACB4146B0BE8786E2D991
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0010493997
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PFBFCPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt046 FIRSTPARK DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OAKLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ME
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0049635362
ReturnHeader/PreparerPersonGrp/PhoneNum02078731603
ReturnHeader/PreparerPersonGrp/PreparationDt02017-03-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES P BOULETTE CPA
ReturnHeader/ReturnTs02017-03-22T14:56:46+00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$31,604
Liabilities
$0
Net assets
$31,604
Revenue
$13,346
Expenses
$7,613
Net income
$5,733
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$31.0$43.9$12.9
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.5$0.00$12.5$7.09$6.04$1.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.6$0.00$15.6$2.68$5.99$3.32
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.6$0.00$18.6$2.06$5.84$3.78
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.4$0.00$22.4$2.01$6.29$4.27
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.3$0.00$27.3$1.80$6.71$4.91
2016Detailed filing. Detailed filing data is available for this year.$31.6$0.00$31.6$13.3$7.61$5.73
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$26.1$0.00$26.1$4.67$6.68$2.01
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$28.5$0.00$28.5$4.12$5.92$1.81
2013Detailed filing. Detailed filing data is available for this year.$30.3$0.00$30.3$3.36$5.97$2.61
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • <$500k nonprofits