Civic Intelligence

Leonard Rose Family Foundation

990EZ • Fiscal year 2014 • EIN 36-4420873

Jul 01, 2013 to Jun 30, 2014 • Filed on May 15, 2015

30 South Wells Street No 404960606

(312) 357-4790

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.01x

Higher debt load relative to assets than 62% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

72nd percentile

0.03x

Higher debt load relative to revenue than 72% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

98th percentile

87%

Higher net margin than 98% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

83rd percentile

46%

Faster asset growth than 83% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

52nd percentile

2.8%

Faster revenue growth than 52% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$293,004

Up $91,722 (+46%) from 2013

Net Assets

Up

$289,729

Up $91,497 (+46%) from 2013

Liabilities

Up

$3,275

Up $225 (+7.4%) from 2013

Revenue

Up

$103,736

Up $2,810 (+2.8%) from 2013

Expenses

Down

$13,285

Down $1,225 (-8.4%) from 2013

Net Income

Up

$90,451

Up $4,035 (+4.7%) from 2013

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2012: $92,803Liabilities 2012: $3,000Net Assets 2012: $89,8032012Assets 2013: $201,282Liabilities 2013: $3,050Net Assets 2013: $198,2322013Assets 2014: $293,004Liabilities 2014: $3,275Net Assets 2014: $289,7292014Assets 2015: $412,014Liabilities 2015: $2,900Net Assets 2015: $409,1142015Assets 2016: $381,420Liabilities 2016: $103,240Net Assets 2016: $278,1802016Assets 2017: $379,828Liabilities 2017: $78,310Net Assets 2017: $301,5182017Assets 2018: $393,661Liabilities 2018: $78,350Net Assets 2018: $315,3112018

Highlighted filing

2014

Assets$293,004
Liabilities$3,275
Net Assets$289,729

Operations Trend

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

$200K$100K$0-$100K-$200KRevenue 2012: $210Expenses 2012: $3,013Net Income 2012: -$2,8032012Revenue 2013: $100,926Expenses 2013: $14,510Net Income 2013: $86,4162013Revenue 2014: $103,736Expenses 2014: $13,285Net Income 2014: $90,4512014Revenue 2015: $106,360Expenses 2015: $17,902Net Income 2015: $88,4582015Revenue 2016: $5,616Expenses 2016: $144,250Net Income 2016: -$138,6342016Revenue 2017: $5,682Expenses 2017: $14,820Net Income 2017: -$9,1382017Revenue 2018: $124,498Expenses 2018: $8,884Net Income 2018: $115,6142018

Highlighted filing

2014

Revenue$103,736
Expenses$13,285
Net Income$90,451
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
May 15, 2015
Return Version
2013v4.0
Gross Receipts
$104,185
Mission and Program Overview

Mission

The Foundation was organized to foster, promote, support, develop, and maintain the broad charitable, educational & religious purpose or functions as authorized in the charter of the Jewish Federation Of Metropolitan Chicago and the by-laws of the Foundation.

Program Services

DescriptionGrantsExpenses
The Foundation makes grants to charitable organizations which are tax exempt under the IRC section 501(c)(3) and meet the guidelines of the charter of the Jewish Federation Of Metropolitan Chicago & the by-laws of the Foundation.$10,000$10,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Leonard H RosePresident-$0--
Eunice RoseDirector-$0--
David RosenTreasurer-$0--
Leah K RichmanSecretary-$0--
Rose JagustAssistant Secretary-$0--
James PinkstonAssistant Treasurer-$0--
Peter ChiswickAssistant Treasurer-$0--
Filing and Contact Details

Filer

EIN
36-4420873
Phone
3123574790

Signing Officer

Name
Peter Chiswick
Title
Assistant Treasurer
Phone
3123574790
Signed
2015-05-15
Discuss with paid preparer
Yes

Preparer

Preparer
Marek Rozowicz
Phone
3126343400
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 4 - Other Investment Income

Description: Interest and Dividends. Amount: 3,290.

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

Activity Classification: Public Charity. Grantee Name: Hillel Day School Of Boca Raton. Grantee Address: 21011 95th Avenue South Boca Raton, FL 33428. Grantee Relationship: None. Amount Given: 10,000.

Form 990-EZ, Part I, Line 16 - Other Expenses

Description: Filing Fees. Amount: 10.

Form 990-EZ, Part I, Line 20 - Other Changes in Net Assets

Description: Unrealized Gain on Investments. Amount: 1,046.

Form 990-EZ, Part II, Line 24 - Other Assets

Description: Accounts Receivable. Beg. of Year Amount: 0. End of Year Amount: 502.

Form 990-EZ, Part II, Line 26 - Other Liabilities

Description: Accrued Expense. Beg. of Year Amount: 3,050. End of Year Amount: 3,275.

Raw XML Appendix174 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PhoneNum03124442814
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1030 South Wells Street Suite 4049
IRS990EZ/BooksInCareOfDetail/USAddress/City0Chicago
IRS990EZ/BooksInCareOfDetail/USAddress/State0IL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode060606
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0201282
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IRS990EZ/InvestmentIncomeAmt03290
IRS990EZ/LobbyingActivitiesInd00
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IRS990EZ/MethodOfAccountingAccrualInd0X
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IRS990EZ/NetAssetsOrFundBalancesEOYAmt0289729
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Leonard H Rose
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Eunice Rose
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2David Rosen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Leah K Richman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Rose Jagust
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5James Pinkston
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Peter Chiswick
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Assistant Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Assistant Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Assistant Treasurer
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0502
IRS990EZ/OtherChangesInNetAssetsAmt01046
IRS990EZ/OtherExpensesTotalAmt010
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0The Foundation was organized to foster, promote, support, develop, and maintain the broad charitable, educational & religious purpose or functions as authorized in the charter of the Jewish Federation Of Metropolitan Chicago and the by-laws of the Foundation.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The Foundation makes grants to charitable organizations which are tax exempt under the IRC section 501(c)(3) and meet the guidelines of the charter of the Jewish Federation Of Metropolitan Chicago & the by-laws of the Foundation.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt010000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt010000
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IL
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt03050
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt03275
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt013285
IRS990EZ/TotalProgramServiceExpensesAmt010000
IRS990EZ/TotalRevenueAmt0103736
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/CertificationInd0X
IRS990ScheduleA/Contribution35ControlledInd00
IRS990ScheduleA/ContributionControllerInd00
IRS990ScheduleA/ContributionFamilyInd00
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0362167761
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc07
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10Jewish Federation of Metropolitan Chicago
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Interest and Dividends. Amount: 3,290.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity Classification: Public Charity. Grantee Name: Hillel Day School Of Boca Raton. Grantee Address: 21011 95th Avenue South Boca Raton, FL 33428. Grantee Relationship: None. Amount Given: 10,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description: Filing Fees. Amount: 10.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description: Unrealized Gain on Investments. Amount: 1,046.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Description: Accounts Receivable. Beg. of Year Amount: 0. End of Year Amount: 502.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Description: Accrued Expense. Beg. of Year Amount: 3,050. End of Year Amount: 3,275.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 4 - Other Investment Income
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16 - Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 20 - Other Changes in Net Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part II, Line 24 - Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part II, Line 26 - Other Liabilities
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Peter Chiswick
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Assistant Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum03123574790
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine10Leonard Rose Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt0LEON
ReturnHeader/Filer/EIN0364420873
ReturnHeader/Filer/PhoneNum03123574790
ReturnHeader/Filer/USAddress/AddressLine1030 South Wells Street No 4049
ReturnHeader/Filer/USAddress/City0Chicago
ReturnHeader/Filer/USAddress/State0IL
ReturnHeader/Filer/USAddress/ZIPCode060606
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420714325
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10MCGLADREY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101 S WACKER DRIVE STE 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode060606
ReturnHeader/PreparerPersonGrp/PhoneNum03126343400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Marek Rozowicz
ReturnHeader/ReturnTs02015-05-15T15:22:14-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

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Filings