Civic Intelligence

Montrose Foundation

990PF • Fiscal year 2020 • EIN 46-1602212

Dec 01, 2019 to Nov 30, 2020 • Filed on Apr 15, 2021

Organization Profile
10 Judith LaneMonsey, NY 10952

(201) 264-0853

Siviq Scores

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

Liabilities / Assets

79th percentile

0.00x

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

2020 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

78th percentile

0.00x

Higher debt load relative to revenue than 78% of similar nonprofits.

2020 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2020

Net Margin

63rd percentile

32%

Higher net margin than 63% of similar nonprofits.

2020 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

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

2020 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2020

Asset Growth

81st percentile

16%

Faster asset growth than 81% of similar nonprofits.

2020 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

29th percentile

-43%

Faster revenue growth than 29% of similar nonprofits.

2020 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets79th percentile

Assets

Up

$1,251,933

Up $169,016 (+16%) from 2019

Net Assets

Up

$1,251,933

Up $169,016 (+16%) from 2019

Liabilities

Flat

$1

Flat from 2019

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin63rd percentile

Revenue

Down

$534,281

Down $401,835 (-43%) from 2019

Expenses

Up

$365,054

Up $65,224 (+22%) from 2019

Net Income

Down

$169,227

Down $467,059 (-73%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth81st percentile

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

$1.5M$1.0M$500K$0Assets 2013: $39,879Liabilities 2013: $02013Assets 2014: $74,397Liabilities 2014: $02014Assets 2015: $275,905Liabilities 2015: $1Net Assets 2015: $275,9052015Assets 2016: $279,647Liabilities 2016: $0Net Assets 2016: $279,6472016Assets 2017: $358,309Liabilities 2017: $0Net Assets 2017: $358,3092017Assets 2018: $446,703Liabilities 2018: $0Net Assets 2018: $446,7032018Assets 2019: $1,082,917Liabilities 2019: $1Net Assets 2019: $1,082,9172019Assets 2020: $1,251,933Liabilities 2020: $1Net Assets 2020: $1,251,9332020Assets 2021: $1,082,823Liabilities 2021: $1Net Assets 2021: $1,082,8232021Assets 2022: $1,047,416Liabilities 2022: $1Net Assets 2022: $1,047,4162022Assets 2023: $971,096Liabilities 2023: $1Net Assets 2023: $971,0962023Assets 2024: $902,115Liabilities 2024: $0Net Assets 2024: $902,1152024Assets 2025: $618,613Liabilities 2025: $0Net Assets 2025: $618,6132025

Highlighted filing

2020

Assets$1,251,933
Liabilities$1
Net Assets$1,251,933
Open 2020 Filing

Operations Trend

Revenue Growth29th percentile

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

$1.0M$500K$0-$500KRevenue 2013: $80,007Expenses 2013: $40,128Net Income 2013: $39,8792013Revenue 2014: $70,018Expenses 2014: $35,500Net Income 2014: $34,5182014Revenue 2015: $201,520Expenses 2015: $12Net Income 2015: $201,5082015Revenue 2016: $6,870Expenses 2016: $3,100Net Income 2016: $3,7702016Revenue 2017: $96,282Expenses 2017: $17,485Net Income 2017: $78,7972017Revenue 2018: $107,494Expenses 2018: $18,900Net Income 2018: $88,5942018Revenue 2019: $936,116Expenses 2019: $299,830Net Income 2019: $636,2862019Revenue 2020: $534,281Expenses 2020: $365,054Net Income 2020: $169,2272020Revenue 2021: $223,362Expenses 2021: $392,252Net Income 2021: -$168,8902021Revenue 2022: $274,734Expenses 2022: $309,410Net Income 2022: -$34,6762022Revenue 2023: $83,756Expenses 2023: $160,076Net Income 2023: -$76,3202023Revenue 2024: $40,734Expenses 2024: $109,650Net Income 2024: -$68,9162024Revenue 2025: $23,195Expenses 2025: $306,214Net Income 2025: -$283,0192025

Highlighted filing

2020

Revenue$534,281
Expenses$365,054
Net Income$169,227
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2019 to Nov 30, 2020
Signed
Apr 15, 2021
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MALKA A ROSENBERGTrustee-$0--
CHARLES ROSENBERGTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Montrose Foundation
EIN
46-1602212
Phone
2012640853
Address
10 JUDITH LANE, MONSEY, NY 10952

Signing Officer

Name
Charles Rosenberg
Title
Trustee
Signed
2021-04-15
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 Appendix346 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/GrantOrContributionPurposeTxt4TO FURTHER JEWISH STUDIES AND CHARITABLE CAUSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5TO FURTHER JEWISH STUDIES AND CHARITABLE CAUSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6TO FURTHER JEWISH STUDIES AND CHARITABLE CAUSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7TO FURTHER JEWISH STUDIES AND CHARITABLE CAUSES
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0KUPATH EZRA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1AMERICAN FRIENDS OF MIGDAL OHR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2CONG NETZACH YISROEL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3MESIVTA OF EATONTOWN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4THE DONORS FUNDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5TOMCHE TORAH B'ERETZ YISROEL INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6YESHIVA TELSHE ALUMNI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7YESHIVAS MIR YERUSHALAYIM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt059 COLLEGE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11325 6TH AVE 28TH FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt249 FORSHAY ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31300 NEW HAMPSHIRE AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4328 3RD STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5PO BOX 17
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt64904 INDEPENDENCE AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt75225 NEW UTRECHT AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MONSEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2MONSEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3LAKEWOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4LAKEWOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5MONSEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6BRONX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7BROOKLYN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010952
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd110019
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd210952
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd308701
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd408701
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd510952
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd610471
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd711219
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0355400
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/AppliedToCurrentYearAmt059673
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt059673
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0233732
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01380
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0530839
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0295727
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0233732
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01380
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0355400
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0295727
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0530839
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0235112
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0MALKA A ROSENBERG
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1CHARLES ROSENBERG
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt039 LYNCREST DRIVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt110 JUDITH LANE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0MONSEY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1MONSEY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd010952
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd110952
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt080000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt1423667
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum02
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0423667
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0LORD ABBET 3056.363SH 88,818 MVEATON VANCE 2788.908SH 87,070 MVMAINSTAY EPOCH 4905.806SH 85,655 MVIS
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02019-12-24
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0211
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0TAXES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt07154
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt07154
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHARLES ROSENBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONTROSE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0461602212
ReturnHeader/Filer/PhoneNum02012640853
ReturnHeader/Filer/USAddress/AddressLine1Txt010 JUDITH LANE
ReturnHeader/Filer/USAddress/CityNm0MONSEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010952
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Henry Reinhold CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01354 E 13th St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Brooklyn
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011230
ReturnHeader/PreparerPersonGrp/PhoneNum07188712290
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HENRY REINHOLD
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-04-15T14:31:28-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-12-01
ReturnHeader/TaxPeriodEndDt02020-11-30
ReturnHeader/TaxYr02019

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
$1,251,933
Liabilities
$1
Net assets
$1,251,933
Revenue
$534,281
Expenses
$365,054
Net income
$169,227
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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