Civic Intelligence

Harry & Bessy Rosenburg Charitable Trust 02-37318

990PF • Fiscal year 2021 • EIN 36-7139417

Oct 01, 2020 to Sep 30, 2021 • Filed on Jan 07, 2022

The Northern Trust Company TrusteePO Box Chica, IL 60680

(312) 630-6000

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.

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

85th percentile

53%

Higher net margin than 85% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

58th percentile

$37,958

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 7.5% of source-year revenue.

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

59th percentile

11%

Faster asset growth than 59% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

92nd percentile

227%

Faster revenue growth than 92% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Assets

Up

$2,791,122

Up $271,969 (+11%) from 2020

Net Assets

Up

$2,791,122

Up $271,969 (+11%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Up

$509,288

Up $353,471 (+227%) from 2020

Expenses

Up

$237,320

Up $107 (+0.0%) from 2020

Net Income

Up

$271,968

Up $353,364 (+434%) from 2020

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2020: $2,519,153Liabilities 2020: $0Net Assets 2020: $2,519,1532020Assets 2021: $2,791,122Liabilities 2021: $0Net Assets 2021: $2,791,1222021Assets 2022: $3,981,844Liabilities 2022: $0Net Assets 2022: $3,981,8442022Assets 2023: $3,846,075Liabilities 2023: $0Net Assets 2023: $3,846,0752023Assets 2024: $3,760,165Liabilities 2024: $0Net Assets 2024: $3,760,1652024Assets 2025: $3,561,559Liabilities 2025: $0Net Assets 2025: $3,561,5592025

Highlighted filing

2021

Assets$2,791,122
Liabilities$0
Net Assets$2,791,122

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2020: $155,817Expenses 2020: $237,213Net Income 2020: -$81,3962020Revenue 2021: $509,288Expenses 2021: $237,320Net Income 2021: $271,9682021Revenue 2022: $1,448,380Expenses 2022: $257,659Net Income 2022: $1,190,7212022Revenue 2023: $113,751Expenses 2023: $250,621Net Income 2023: -$136,8702023Revenue 2024: $202,544Expenses 2024: $288,358Net Income 2024: -$85,8142024Revenue 2025: $114,538Expenses 2025: $313,169Net Income 2025: -$198,6312025

Highlighted filing

2021

Revenue$509,288
Expenses$237,320
Net Income$271,968
Jump To
Filing Snapshot
Filing Period
Oct 1, 2020 to Sep 30, 2021
Signed
Jan 7, 2022
Return Version
2020v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
NORTHERN TRUST COMPANYTrusteeFT$37,958-$37,958
LAWRENCE GLICKCo-TrusteePT$29,166-$29,166
Filing and Contact Details

Filer

Filer Name
Harry & Bessye Rosenberg Charitable Trust
EIN
36-7139417
Phone
3126306000
Address
THE NORTHERN TRUST COMPANY TRUSTEE, PO BOX CHICA, IL 60680

Signing Officer

Name
Northern Trust Company
Title
Vice President
Phone
3126306000
Signed
2022-01-07
Raw XML AppendixShowing 400 of 543 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc01175. NATIONAL-OILWELL INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11365.41 MFB NORTHN FDS MULTI-MANAGER GLOBAL REALESTATE FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc24400. NORTHERN TRUST CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc32000. SCHLUMBERGER LTD ISIN #AN8068571086
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4320. VONTIER CORP COM USD0.0001 WI
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