Civic Intelligence

James Rosen Charitable Foundation

990PF • Fiscal year 2023 • EIN 31-1529233

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 25, 2024

Organization Profile
6325 S Rainbow Blvd Ste 300Las Vegas, NV 89118

(800) 352-3705

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

9th percentile

-90%

Higher net margin than 9% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

56th percentile

$30,145

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 39.4% of source-year revenue.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

23rd percentile

-4.3%

Faster asset growth than 23% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

38th percentile

-0.5%

Faster revenue growth than 38% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$1,569,483

Down $69,804 (-4.3%) from 2022

Net Assets

Down

$1,569,483

Down $69,804 (-4.3%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin9th percentile

Revenue

Down

$76,518

Down $391 (-0.5%) from 2022

Expenses

Down

$145,270

Down $2,678 (-1.8%) from 2022

Net Income

Up

-$68,752

Up $2,287 (+3.2%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

$3.0M$2.0M$1.0M$0Assets 2012: $2,049,747Liabilities 2012: $0Net Assets 2012: $2,049,7472012Assets 2013: $1,986,526Liabilities 2013: $0Net Assets 2013: $1,986,5262013Assets 2014: $1,979,577Liabilities 2014: $0Net Assets 2014: $1,979,5772014Assets 2016: $1,838,472Liabilities 2016: $0Net Assets 2016: $1,838,4722016Assets 2020: $1,728,849Liabilities 2020: $0Net Assets 2020: $1,728,8492020Assets 2021: $1,710,798Liabilities 2021: $0Net Assets 2021: $1,710,7982021Assets 2022: $1,639,287Liabilities 2022: $0Net Assets 2022: $1,639,2872022Assets 2023: $1,569,483Liabilities 2023: $0Net Assets 2023: $1,569,4832023Assets 2024: $1,528,397Liabilities 2024: $0Net Assets 2024: $1,528,3972024

Highlighted filing

2023

Assets$1,569,483
Liabilities$0
Net Assets$1,569,483
Open 2023 Filing

Operations Trend

Revenue Growth38th percentile

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

$200K$100K$0-$100KExpenses 2012: $132,1172012Revenue 2013: $71,208Expenses 2013: $134,376Net Income 2013: -$63,1682013Revenue 2014: $136,658Expenses 2014: $140,255Net Income 2014: -$3,5972014Revenue 2016: $45,350Expenses 2016: $118,029Net Income 2016: -$72,6792016Revenue 2020: $68,621Expenses 2020: $127,841Net Income 2020: -$59,2202020Revenue 2021: $107,848Expenses 2021: $132,696Net Income 2021: -$24,8482021Revenue 2022: $76,909Expenses 2022: $147,948Net Income 2022: -$71,0392022Revenue 2023: $76,518Expenses 2023: $145,270Net Income 2023: -$68,7522023Revenue 2024: $101,574Expenses 2024: $142,152Net Income 2024: -$40,5782024

Highlighted filing

2023

Revenue$76,518
Expenses$145,270
Net Income-$68,752
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 25, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK N ATrustee-$30,145-$30,145
Filing and Contact Details

Filer

Filer Name
Rosen James C T
EIN
31-1529233
Phone
8003523705
Address
6325 S RAINBOW BLVD STE 300, LAS VEGAS, NV 89118

Signing Officer

Name
-
Title
Trustee
Phone
8003523705
Signed
2024-04-25
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Laura B Strobel
Phone
4123556000
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4989155T490 TOUCHSTONE MID CAP-R
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt50693390882 PIMCO INTL BND USD H
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt51804395101 SAUL CTRS INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5278573L106 SABRA HEALTH CARE RE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5374440Y884 PGIM HIGH YIELD-Q 10
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt54921910501 VANGUARD INTL GRTH F
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5592276F100 VENTAS INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt56053484101 AVALONBAY CMNTYS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt57592905764 METROPOLITAN WEST T/
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5803064D108 AMERICOLD REALTY TRU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5963633D104 NATIONAL HEALTH INVS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt60756109104 REALTY INCOME CORP C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt08818
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12686
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt297950
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3109895
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt126535
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1425392
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1648413
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt202084
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt213050
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2229758
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt26118651
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4336150
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt44314
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt452369
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4629338
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4746914
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt488124
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5058478
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt511937
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt521285
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt531206
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd17AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd18AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd19AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd20AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd21AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd22AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd24AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd27AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd30AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd35AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd36AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd37AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd38AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd39AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd40AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd41AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd42AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd43AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd44AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd52AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd53AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt054294
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt023543
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0PARTNERSHIP/S-CORP
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0-1319
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd01
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt076518
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt076518
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01189
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01189
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt023543
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt07536
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt022609
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt030145
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0108000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0108000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt053667
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt054294
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-68752
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0167992
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt023543
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt049800
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0327
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0327
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0-1319
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0-1319

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,569,483
Liabilities
$0
Net assets
$1,569,483
Revenue
$76,518
Expenses
$145,270
Net income
-$68,752
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.10$0.14$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.08$0.15$0.07
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.64$0.00$1.64$0.08$0.15$0.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.71$0.00$1.71$0.11$0.13$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.73$0.00$1.73$0.07$0.13$0.06
2016Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.05$0.12$0.07
2014Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$0.14$0.14$0.00
2013Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.07$0.13$0.06
2012Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$0.13