Civic Intelligence

Rodger and Loree Wasserman Foundation

990PF • Fiscal year 2025 • EIN 38-3343567

Jan 01, 2025 to Dec 31, 2025

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

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2025

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2025

Top Officer Pay

Score unavailable

$0

The peer cohort stayed too small after all score fallbacks.

Source year 2025

Asset Growth

Score unavailable

No value available

No valid filing value is available for this score.

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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: $0Net 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

Latest loaded filing

2024

Assets$640,044
Liabilities$0
Net Assets$640,044
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

Latest loaded filing

2024

Revenue$55,866
Expenses$66,215
Net Income-$10,349
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Apr 15, 2026
Return Version
2025v4.0
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
RODGER WASSERMANPresident/Tr-$0--
LOREE WASSERMANSecretary-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-CHARITABLE-MIAMI, FL, US$26,302
Paid Grant-CHARITABLE-NEW YORK, NY, US$25,000
Paid Grant-CHARITABLE-BALTIMORE, MD, US$10,000
Paid Grant-CHARITABLE-LIVONIA, MI, US$10,000
Paid Grant-CHARITABLE-ROCHESTER, MN, US$5,000
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
2026-04-15

Preparer

Firm
Levine CPA & Advisors
Address
3050 BISCAYNE BLVD STE 302, MIAMI, FL 33137-4143
Preparer
Steven Levine CPA
Phone
3059120085
Raw XML Appendix280 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/DistributableAmountGrp/DistributableAsAdjustedAmt046070
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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1INCREASING THE AMOUNT THAT THE FOUNDATION CAN DONATE TO
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt2CHARITABLE ORGANIZATIONS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd255905
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd348152
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd410004
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt076302
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/AppliedToCurrentYearAmt046070
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt046070
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt019760
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt059695
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt034871
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt080815
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt046177
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt046177
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0225373
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt030232
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt019760
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt059695
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt034871
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt080815
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt076302
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt030232
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0271550
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0241318
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt020
TaxesSchedule/TaxesDetail/Amt0282
TaxesSchedule/TaxesDetail/CategoryTxt02024 TAX
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0RODGER WASSERMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02488918665
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-04-15
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/PreparerFirmEIN0331947101
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LEVINE CPA & ADVISORS
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/PreparationDt02026-04-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN LEVINE CPA
ReturnHeader/ReturnTs02026-04-21T15:27:05-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
-
Liabilities
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Net assets
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Revenue
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Expenses
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Net income
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Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
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