Civic Intelligence

Rodger and Loree Wasserman Foundation

990PF • Fiscal year 2020 • EIN 38-3343567

Jan 01, 2020 to Dec 31, 2020 • Filed on Mar 26, 2021

Organization Profile
111 Willist St Unit 201Birmingham, MI 48009

(248) 891-8665

Siviq Scores

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

Liabilities / Assets

39th percentile

0.00x

Higher debt load relative to assets than 39% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

39th percentile

0.00x

Higher debt load relative to revenue than 39% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

3rd percentile

-287%

Higher net margin than 3% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

12th percentile

-9.4%

Faster asset growth than 12% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

6th percentile

-68%

Faster revenue growth than 6% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets39th percentile

Assets

Down

$678,785

Down $70,399 (-9.4%) from 2019

Net Assets

Down

$678,785

Down $70,399 (-9.4%) from 2019

Liabilities

Up

$1

Up $1 from 2019

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin3rd percentile

Revenue

Down

$24,501

Down $51,369 (-68%) from 2019

Expenses

Up

$94,900

Up $32,779 (+53%) from 2019

Net Income

Down

-$70,399

Down $84,148 (-612%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

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

$800K$600K$400K$200K$0Assets 2011: $639,527Liabilities 2011: $02011Assets 2012: $590,203Liabilities 2012: $02012Assets 2013: $724,588Liabilities 2013: $02013Assets 2014: $667,669Liabilities 2014: $02014Assets 2015: $657,569Liabilities 2015: $0Net Assets 2015: $657,5692015Assets 2016: $780,071Liabilities 2016: $0Net Assets 2016: $780,0712016Assets 2017: $756,383Liabilities 2017: $0Net Assets 2017: $756,3832017Assets 2018: $735,435Liabilities 2018: $0Net Assets 2018: $735,4352018Assets 2019: $749,184Liabilities 2019: $0Net Assets 2019: $749,1842019Assets 2020: $678,785Liabilities 2020: $1Net Assets 2020: $678,7852020Assets 2021: $724,881Liabilities 2021: $0Net Assets 2021: $724,8812021Assets 2022: $715,409Liabilities 2022: $0Net Assets 2022: $715,4092022Assets 2023: $650,393Liabilities 2023: $0Net Assets 2023: $650,3932023Assets 2024: $640,044Liabilities 2024: $0Net Assets 2024: $640,0442024

Highlighted filing

2020

Assets$678,785
Liabilities$1
Net Assets$678,785
Open 2020 Filing

Operations Trend

Revenue Growth6th percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2011: $9,427Expenses 2011: $40,477Net Income 2011: -$31,0502011Revenue 2012: $26,468Expenses 2012: $75,792Net Income 2012: -$49,3242012Revenue 2013: $1,797,253Expenses 2013: $1,815,276Net Income 2013: -$18,0232013Revenue 2014: $82,876Expenses 2014: $139,795Net Income 2014: -$56,9192014Revenue 2015: $45,508Expenses 2015: $55,608Net Income 2015: -$10,1002015Revenue 2016: $154,794Expenses 2016: $56,710Net Income 2016: $98,0842016Revenue 2017: $27,895Expenses 2017: $34,165Net Income 2017: -$6,2702017Revenue 2018: $59,925Expenses 2018: $85,881Net Income 2018: -$25,9562018Revenue 2019: $75,870Expenses 2019: $62,121Net Income 2019: $13,7492019Revenue 2020: $24,501Expenses 2020: $94,900Net Income 2020: -$70,3992020Revenue 2021: $130,928Expenses 2021: $84,832Net Income 2021: $46,0962021Revenue 2022: $63,465Expenses 2022: $72,937Net Income 2022: -$9,4722022Revenue 2023: $36,648Expenses 2023: $101,664Net Income 2023: -$65,0162023Revenue 2024: $55,866Expenses 2024: $66,215Net Income 2024: -$10,3492024

Highlighted filing

2020

Revenue$24,501
Expenses$94,900
Net Income-$70,399
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Mar 26, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RODGER WASSERMANPresident/Tr-$0--
LOREE WASSERMANSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Rodger and Loree
EIN
38-3343567
Phone
2488918665
Address
111 WILLIST ST UNIT 201, BIRMINGHAM, MI 48009

Signing Officer

Name
Rodger Wasserman
Title
President/treasurer
Phone
2488918665
Signed
2021-03-26

Preparer

Firm
Jack Levine Pa Cpas
Address
3050 BISCAYNE BLVD STE 302, MIAMI, FL 33137-4143
Preparer
Jack Levine CPA
Phone
3059120085
Raw XML Appendix294 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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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt045953
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt045953
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0176
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt0176
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0324
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt014095
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1LOREE WASSERMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT/TR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY
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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0ALL INVESTMENT ACTIVITIES ARE FOR THE PURPOSE OF
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1INCREASING THE AMOUNT THAT THE FOUNDATION CAN DONATE TO
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt2CHARITABLE ORGANIZATIONS
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ROYAL OAK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2DETROIT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4PHOENIX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5MIAMI BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6STATEN ISLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4AZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd048303
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd148073
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd248208
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd333137
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd485016
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd533140
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd610306
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt092130
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/AppliedToCurrentYearAmt045953
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt045953
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt017351
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt036248
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt012055
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt05848
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt05848
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0111831
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt046177
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt017351
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt036248
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt012055
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt092130
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt046177
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0117679
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt071502
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt020
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0RODGER WASSERMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02488918665
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-03-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RODGER AND LOREE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0WASSERMAN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0RODG
ReturnHeader/Filer/EIN0383343567
ReturnHeader/Filer/PhoneNum02488918665
ReturnHeader/Filer/USAddress/AddressLine1Txt0111 WILLIST ST UNIT 201
ReturnHeader/Filer/USAddress/CityNm0BIRMINGHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048009
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0592746499
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JACK LEVINE PA CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03050 BISCAYNE BLVD STE 302
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MIAMI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0331374143
ReturnHeader/PreparerPersonGrp/PhoneNum03059120085
ReturnHeader/PreparerPersonGrp/PreparationDt02021-03-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JACK LEVINE CPA
ReturnHeader/ReturnTs02021-03-31T08:28:38-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RODGER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WASSERMAN
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$678,785
Liabilities
$1
Net assets
$678,785
Revenue
$24,501
Expenses
$94,900
Net income
-$70,399
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.64$0.00$0.64$0.06$0.07$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.65$0.00$0.65$0.04$0.10$0.07
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.72$0.00$0.72$0.06$0.07$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.72$0.00$0.72$0.13$0.08$0.05
2020Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.02$0.09$0.07
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.75$0.00$0.75$0.08$0.06$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.74$0.00$0.74$0.06$0.09$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.76$0.00$0.76$0.03$0.03$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.78$0.00$0.78$0.15$0.06$0.10
2015Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.05$0.06$0.01
2014Summary only. Only limited summary data is available for this year.$0.67$0.00$0.08$0.14$0.06
2013Summary only. Only limited summary data is available for this year.$0.72$0.00$1.80$1.82$0.02
2012Summary only. Only limited summary data is available for this year.$0.59$0.00$0.03$0.08$0.05
2011Summary only. Only limited summary data is available for this year.$0.64$0.00$0.01$0.04$0.03