Montrose Foundation

990PF • Fiscal year 2019 • EIN 46-1602212

Dec 01, 2018 to Nov 30, 2019 • Filed on Oct 16, 2020

Organization Profile

10 Judith LaneMonsey, NY 10952

(201) 447-2525

Siviq Scores

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

0.00x

Higher debt load relative to assets than 79% of similar nonprofits.

2019 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2019

0.00x

Higher debt load relative to revenue than 77% of similar nonprofits.

2019 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2019

68%

Higher net margin than 79% of similar nonprofits.

2019 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2019

Higher top officer pay than 80% of similar nonprofits.

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

2019 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2019

142%

Faster asset growth than 94% of similar nonprofits.

2019 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2018 to 2019

771%

Faster revenue growth than 94% of similar nonprofits.

2019 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet

Liabilities / Assets79th percentile

Assets

$1,082,917

Up $636,214 (+142%) from 2018

Net Assets

$1,082,917

Up $636,214 (+142%) from 2018

Liabilities

Up $1 from 2018

Revenue And Expenses

Liabilities / Revenue77th percentile Net Margin79th percentile

Revenue

$936,116

Up $828,622 (+771%) from 2018

Expenses

$299,830

Up $280,930 (+1486%) from 2018

Net Income

$636,286

Up $547,692 (+618%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth94th percentile

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

Highlighted filing

2019

Assets$1,082,917

Liabilities$1

Net Assets$1,082,917

Open 2019 Filing

Operations Trend

Revenue Growth94th percentile

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

Highlighted filing

2019

Revenue$936,116

Expenses$299,830

Net Income$636,286

Open 2019 Filing

Jump To

Filing Snapshot

Filing Period: Dec 1, 2018 to Nov 30, 2019
Signed: Oct 16, 2020
Return Version: 2018v3.1

Compensation and Service Providers

Top Officer Pay80th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
MALKA A ROSENBERG	Trustee	-	$0	-	-
CHARLES ROSENBERG	Trustee	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Montrose Foundation
EIN: 46-1602212
Phone: 2014472525
Address: 10 JUDITH LANE, MONSEY, NY 10952

Signing Officer

Name: Charles Rosenberg
Title: Trustee
Signed: 2020-10-16
Discuss with paid preparer: Yes

Preparer

Firm: Henry Reinhold CPA
Address: 1354 E 13th St, Brooklyn, NY 11230
Preparer: Henry Reinhold
Phone: 7188712290

Raw XML Appendix333 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/DistributableAsAdjustedAmt	0	60318
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd	0	false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	false
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IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	false
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IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd	0	false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	10 JUDITH LANE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	MONSEY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	10952
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	CHARLES J ROSENBERG
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	2014472525
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	294050
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	TO FURTHER JEWISH STUDIES AND CHARITABLE CAUSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	0	SEE SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	39 LYNCREST DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	MONSEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	10952
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	294050
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	60318
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	60318
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	1380
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	32686
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	32686
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	235112
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	233732
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	1380
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	294050
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	233732
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	267798
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	34066
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	0	1
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	1	2
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm	0	MAX ROSENBERG
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm	1	CHARLES ROSENBERG
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	0	39 LYNCREST DRIVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	1	10 JUDITH LANE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm	0	MONSEY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm	1	MONSEY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd	0	NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd	1	NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd	0	10952
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd	1	10952
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd	1	X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	0	150000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	1	760100
IRS990ScheduleB/GeneralRuleInd	0	X
IRS990ScheduleB/Organization501c3ExemptPFInd	0	X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	72
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	TAXES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	LICENSE & FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	5680
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	5680
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	100
ReturnHeader/BuildTS	0	2021-09-10 13:11:23Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	CHARLES ROSENBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2020-10-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	MONTROSE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	MONT
ReturnHeader/Filer/EIN	0	461602212
ReturnHeader/Filer/PhoneNum	0	2014472525
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	10 JUDITH LANE
ReturnHeader/Filer/USAddress/CityNm	0	MONSEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	NY
ReturnHeader/Filer/USAddress/ZIPCd	0	10952
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	Henry Reinhold CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	1354 E 13th St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Brooklyn
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	11230
ReturnHeader/PreparerPersonGrp/PhoneNum	0	7188712290
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	HENRY REINHOLD
ReturnHeader/PreparerPersonGrp/SelfEmployedInd	0	X
ReturnHeader/ReturnTs	0	2020-10-15T21:16:29-07:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2018-12-01
ReturnHeader/TaxPeriodEndDt	0	2019-11-30
ReturnHeader/TaxYr	0	2018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $1,082,917
Liabilities: $1
Net assets: $1,082,917
Revenue: $936,116
Expenses: $299,830
Net income: $636,286

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$0.62	$0.00	$0.62	$0.02	$0.31	$0.28
2024Detailed filing. Detailed filing data is available for this year.	$0.90	$0.00	$0.90	$0.04	$0.11	$0.07
2023Detailed filing. Detailed filing data is available for this year.	$0.97	$0.00	$0.97	$0.08	$0.16	$0.08
2022Detailed filing. Detailed filing data is available for this year.	$1.05	$0.00	$1.05	$0.27	$0.31	$0.03
2021Detailed filing. Detailed filing data is available for this year.	$1.08	$0.00	$1.08	$0.22	$0.39	$0.17
2020Detailed filing. Detailed filing data is available for this year.	$1.25	$0.00	$1.25	$0.53	$0.37	$0.17
2019Detailed filing. Detailed filing data is available for this year.	$1.08	$0.00	$1.08	$0.94	$0.30	$0.64
2018Detailed filing. Detailed filing data is available for this year.	$0.45	$0.00	$0.45	$0.11	$0.02	$0.09
2017Detailed filing. Detailed filing data is available for this year.	$0.36	$0.00	$0.36	$0.10	$0.02	$0.08
2016Detailed filing. Detailed filing data is available for this year.	$0.28	$0.00	$0.28	$0.01	$0.00	$0.00
2015Detailed filing. Detailed filing data is available for this year.	$0.28	$0.00	$0.28	$0.20	$0.00	$0.20
2014Summary only. Only limited summary data is available for this year.	$0.07	$0.00		$0.07	$0.04	$0.03
2013Summary only. Only limited summary data is available for this year.	$0.04	$0.00		$0.08	$0.04	$0.04