Civic Intelligence

2006 Edward S Rosenblum Foundation

990PF • Fiscal year 2016 • EIN 45-6330246

Dec 01, 2015 to Nov 30, 2016 • Filed on Dec 28, 2016

41 S 5th StreetSunbury, PA 17801

(570) 286-5895

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

99th percentile

205%

Higher net margin than 99% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

42nd percentile

$700

Higher top officer pay than 42% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

11th percentile

-10%

Faster asset growth than 11% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2015 to 2016

Assets

Down

$1,650,799

Down $190,105 (-10%) from 2015

Net Assets

Down

$1,650,799

Down $190,105 (-10%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

-$92,556

Down $277,751 (-150%) from 2015

Expenses

Down

$97,460

Down $7,914 (-7.5%) from 2015

Net Income

Down

-$190,016

Down $269,837 (-338%) from 2015

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2012: $921,188Liabilities 2012: $02012Assets 2013: $1,023,691Liabilities 2013: $0Net Assets 2013: $1,023,6912013Assets 2014: $1,761,325Liabilities 2014: $0Net Assets 2014: $1,761,3252014Assets 2015: $1,840,904Liabilities 2015: $0Net Assets 2015: $1,840,9042015Assets 2016: $1,650,799Liabilities 2016: $0Net Assets 2016: $1,650,7992016Assets 2017: $1,628,767Liabilities 2017: $0Net Assets 2017: $1,628,7672017Assets 2018: $1,616,319Liabilities 2018: $0Net Assets 2018: $1,616,3192018Assets 2019: $1,566,862Liabilities 2019: $0Net Assets 2019: $1,566,8622019Assets 2020: $1,534,887Liabilities 2020: $0Net Assets 2020: $1,534,8872020Assets 2021: $2,235,272Liabilities 2021: $0Net Assets 2021: $2,235,2722021Assets 2022: $2,142,619Liabilities 2022: $0Net Assets 2022: $2,142,6192022Assets 2023: $2,064,212Liabilities 2023: $0Net Assets 2023: $2,064,2122023Assets 2024: $2,029,173Liabilities 2024: $0Net Assets 2024: $2,029,1732024

Highlighted filing

2016

Assets$1,650,799
Liabilities$0
Net Assets$1,650,799

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2012: $957,605Expenses 2012: $36,417Net Income 2012: $921,1882012Expenses 2013: $30,1882013Revenue 2014: $820,879Expenses 2014: $83,251Net Income 2014: $737,6282014Revenue 2015: $185,195Expenses 2015: $105,374Net Income 2015: $79,8212015Revenue 2016: -$92,556Expenses 2016: $97,460Net Income 2016: -$190,0162016Revenue 2017: $66,910Expenses 2017: $88,868Net Income 2017: -$21,9582017Revenue 2018: $56,457Expenses 2018: $68,368Net Income 2018: -$11,9112018Revenue 2019: $66,852Expenses 2019: $116,309Net Income 2019: -$49,4572019Revenue 2020: $83,444Expenses 2020: $115,418Net Income 2020: -$31,9742020Revenue 2021: $822,578Expenses 2021: $122,193Net Income 2021: $700,3852021Revenue 2022: $46,251Expenses 2022: $142,627Net Income 2022: -$96,3762022Revenue 2023: $57,671Expenses 2023: $136,078Net Income 2023: -$78,4072023Revenue 2024: $81,652Expenses 2024: $116,691Net Income 2024: -$35,0392024

Highlighted filing

2016

Revenue-$92,556
Expenses$97,460
Net Income-$190,016
Jump To
Filing Snapshot
Filing Period
Dec 1, 2015 to Nov 30, 2016
Signed
Dec 28, 2016
Return Version
2015v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEFFREY APFELBAUMTrustee-$700-$700
BENJAMIN APFELBAUMTrustee-$350-$350
WILLIAM J ROLLTrustee-$0--
Filing and Contact Details

Filer

Filer Name
2006 Edward S Rosenblum Foundation
EIN
45-6330246
Phone
5702865895
Address
41 S 5TH STREET, SUNBURY, PA 17801

Signing Officer

Name
William J Roll
Title
Trustee
Phone
5702865895
Signed
2016-12-28
Discuss with paid preparer
Yes

Preparer

Firm
Herring Roll & Solomon Pc
Address
41 SOUTH 5TH STREET, SUNBURY, PA 17801
Preparer
William J Roll CPA
Phone
5702865895
Raw XML Appendix361 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WILLIAM J ROLL
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SUNBURY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0PA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd017801
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0PA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0HERRING ROLL & SOLOMON PC
IRS990PF/StatementsRegardingActyGrp/PhoneNum05702865895
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0THE FOUNDATION ACCOMPLISHES ITS CHARITABLE PURPOSES SOLELY THROUGH A PROGRAM OF MAKING CHARITABLE GIFTS AND DOES NOT CONDUCT ANY DIRECT CHARITABLE ACTIVITIES OR MAKE PROGRAM RELATED INVESTMENTS. THEREFORE, ALL EXPENSES ARE ADMINISTRATIVE EXPENSES.
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0NO FORMAL APPLICATION
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0WILLIAM J ROLL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum05702865895
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt041 SOUTH 5TH STREET
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0SUNBURY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd017801
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NO RESTRICTIONS OR LIMITATIONS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NO DEADLINE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0700
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt125500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt225500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt39000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1HELP KIDS READ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2HELP KIDS READ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3SPONSOR YOUTH ACTIVITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0WILLIAM AND ANN ROLL FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1MT CARMEL AREA PUBLIC LIBRARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2SHAMOKIN-COAL TWP PUBLIC LIBRARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3SPREADING ANTLERS CHILDREN'S FOUNDA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PRIVATE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0227 WILD CHERRY LANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt130 S OAK ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2210 E INDEPENDENCE ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt326 SOUTH SECOND STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NORTHUMBERLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MT CARMEL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SHAMOKIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3SUNBURY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd017857
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd117851
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd217872
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd317801
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt060700
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/AppliedToCurrentYearAmt058769
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0367
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt058769
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01564
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01564
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt060700
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01564
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01564
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0367
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0MEETING PLACE ON PENN'S CREEK
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt1CYCLONE RAKE XL
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt2TABLE
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt3PICNIC PAVILLION
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt02655
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt1465
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ACCRUED INTEREST
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1SECURITY DEPOSIT-PPL
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt02429
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt02429
OtherDecreasesSchedule/OtherDecreasesDetail/Amt089
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FEDERAL EXCISE TAX
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1GRAVE MARKET
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3BANK SERVICE FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0725
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt120
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt25
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0725
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt120
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt25
OtherIncomeSchedule2/OtherIncomeDetail/Desc0MISCELLANEOUS REVENUE
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt023
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt010100
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1995
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BROKER
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1PIONEER FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt010100
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt1995
TaxesSchedule/TaxesDetail/Amt01407
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX WITHHELD
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01407
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM J ROLL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05702865895
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-12-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt02006 EDWARD S ROSENBLUM FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt02006
ReturnHeader/Filer/EIN0456330246
ReturnHeader/Filer/PhoneNum05702865895
ReturnHeader/Filer/USAddress/AddressLine1Txt041 S 5TH STREET
ReturnHeader/Filer/USAddress/CityNm0SUNBURY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd017801
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0232297880
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HERRING ROLL & SOLOMON PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt041 SOUTH 5TH STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SUNBURY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd017801
ReturnHeader/PreparerPersonGrp/PhoneNum05702865895
ReturnHeader/PreparerPersonGrp/PreparationDt02017-01-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM J ROLL CPA
ReturnHeader/ReturnTs02017-01-10T09:44:37-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-12-01
ReturnHeader/TaxPeriodEndDt02016-11-30
ReturnHeader/TaxYr02015

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