Civic Intelligence

Leona Z Rosenberg Charitable Trust

EIN 36-7251850 • Fort Wayne, IN

RevokedPub. 78 Eligible

Profile

Revocation date: May 15, 2015

7012 Bittersweet Moors CTFort Wayne, IN 46814
Siviq Scores

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

Liabilities / Assets

44th percentile

0.01x

Higher debt load relative to assets than 44% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

72nd percentile

0.20x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

4th percentile

-120%

Higher net margin than 4% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

22nd percentile

-4.7%

Faster asset growth than 22% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

1st percentile

-96%

Faster revenue growth than 1% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets44th percentile

Assets

Down

$4,979,298

Down $244,328 (-4.7%) from 2023

Liabilities

Down

$40,063

Down $3,023 (-7.0%) from 2023

Net Assets

Down

$4,939,235

Down $241,305 (-4.7%) from 2023

Operations
Liabilities / Revenue72nd percentileNet Margin4th percentile

Revenue

Down

$203,365

Down $5,051,974 (-96%) from 2023

Expenses

Up

$448,227

Up $304,188 (+211%) from 2023

Net Income

Down

-$244,862

Down $5,356,162 (-105%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth22nd percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $109,097Liabilities 2010: $0Net Assets 2010: $109,0972010Assets 2023: $5,223,626Liabilities 2023: $43,086Net Assets 2023: $5,180,5402023Assets 2024: $4,979,298Liabilities 2024: $40,063Net Assets 2024: $4,939,2352024

Highlighted filing

2024

Assets$4,979,298
Liabilities$40,063
Net Assets$4,939,235
Open 2024 Filing

Operations Trend

Revenue Growth1st percentile

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $36,0712010Revenue 2023: $5,255,339Expenses 2023: $144,039Net Income 2023: $5,111,3002023Revenue 2024: $203,365Expenses 2024: $448,227Net Income 2024: -$244,8622024

Highlighted filing

2024

Revenue$203,365
Expenses$448,227
Net Income-$244,862
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$4,979,298
Liabilities
$40,063
Net assets
$4,939,235
Revenue
$203,365
Expenses
$448,227
Net income
-$244,862
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.98$0.04$4.94$0.20$0.45$0.24
2023Detailed filing. Detailed filing data is available for this year.$5.22$0.04$5.18$5.26$0.14$5.11
2010Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 14, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID ZWEIGTrusteePT$0--
DANIEL ZWEIGTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Leona Z Rosenberg Charitable Trust
EIN
36-7251850
Phone
2604386543
Address
7012 BITTERSWEET MOORS CT, FORT WAYNE, IN 46814

Signing Officer

Name
Daniel J Zweig
Title
Trustee
Signed
2025-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Shapiro Olefsky & Co CPAs
Address
425 Huehl Ste 12A, Northbrook, IL 60062
Preparer
Les Olefsky
Phone
8475644111
Raw XML Appendix352 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/RecipientFoundationStatusTxt9PF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0INTERNATIONAL ASSOC OF JEWISH GEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1BRAVE ALLIANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2THE GOOD PEOPLE FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3INDIANA UNIVERSITY FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4BALL STATE UNIVERSIYT FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5NC OUTWARD BOUND SCHOLOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6ANTI DEFAMATION LEAGUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7YIVO INSTITUTE FOR JEWISH S
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm8LA LGBT CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm9COMM FDN OF GREATER F
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt9NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0201 YORK ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1532 W JEFFERSON AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2384 WYOMING AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31500 N ST RD 46 BYPASS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt42800 W BETHEL 254
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt52582 RICEVILLE RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6120 S LASALLE 1550
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt715 W 16TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt81118 N MACADDEN PL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9555 E WAYNE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0JENKINTOWN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1FORT WAYNE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2MILBURN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3BLOOMINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4MUNCIE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5ASHEVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6CHICAGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7NEW YORK CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9FORT WAYNE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IN
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7NY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd019046
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd146802
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd207041
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd347408
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd447304
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd528805
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd660603
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd710011
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd890038
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd946802
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0436500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0120000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0401000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt043462
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt068779
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt068779
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01000962
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0436500
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0120000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0401000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt043462
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0436500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0436500
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01069741
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0633241
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt09002
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FEDERAL INCOME TAX
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0322
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01840
OtherIncreasesSchedule/OtherIncreasesDetail/Amt110719
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0BOND PREMIUM
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1NON TAXABLE INTEREST
TaxesSchedule/TaxesDetail/Amt0130
TaxesSchedule/TaxesDetail/CategoryTxt0ANNUAL REPORT
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DANIEL J ZWEIG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEONA Z ROSENBERG CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0LEON
ReturnHeader/Filer/EIN0367251850
ReturnHeader/Filer/PhoneNum02604386543
ReturnHeader/Filer/USAddress/AddressLine1Txt07012 BITTERSWEET MOORS CT
ReturnHeader/Filer/USAddress/CityNm0FORT WAYNE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046814
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0363016183
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Shapiro Olefsky & Co CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0425 Huehl Ste 12A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Northbrook
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060062
ReturnHeader/PreparerPersonGrp/PhoneNum08475644111
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Les Olefsky
ReturnHeader/ReturnTs02025-05-14T13:09:25-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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