Montrose Foundation

990PF • Fiscal year 2022 • EIN 46-1602212

Dec 01, 2021 to Nov 30, 2022 • Filed on Oct 16, 2023

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 76% of similar nonprofits.

2022 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2022

0.00x

Higher debt load relative to revenue than 75% of similar nonprofits.

2022 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2022

-13%

Higher net margin than 46% of similar nonprofits.

2022 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2022

Higher top officer pay than 80% of similar nonprofits.

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

2022 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2022

-3.3%

Faster asset growth than 48% of similar nonprofits.

2022 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2021 to 2022

23%

Faster revenue growth than 74% of similar nonprofits.

2022 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet

Liabilities / Assets76th percentile

Assets

Down

$1,047,416

Down $35,407 (-3.3%) from 2021

Net Assets

Down

$1,047,416

Down $35,407 (-3.3%) from 2021

Liabilities

Flat

Flat from 2021

Revenue And Expenses

Liabilities / Revenue75th percentile Net Margin46th percentile

Revenue

$274,734

Up $51,372 (+23%) from 2021

Expenses

Down

$309,410

Down $82,842 (-21%) from 2021

Net Income

-$34,676

Up $134,214 (+79%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

Highlighted filing

2022

Assets$1,047,416

Liabilities$1

Net Assets$1,047,416

Open 2022 Filing

Operations Trend

Revenue Growth74th percentile

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

Highlighted filing

2022

Revenue$274,734

Expenses$309,410

Net Income-$34,676

Open 2022 Filing

Jump To

Filing Snapshot

Filing Period: Dec 1, 2021 to Nov 30, 2022
Signed: Oct 16, 2023
Return Version: 2021v4.1

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: 2023-10-16
Discuss with paid preparer: Yes

Preparer

Firm: Samuel Reinhold CPA
Address: 1764 49th St, Brooklyn, NY 11204
Preparer: Henry Reinhold
Phone: 7186502030

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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/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	55272
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	55272
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	321292
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	295727
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	233732
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	1380
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	1380
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	1094879
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	244128
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	321292
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	295727
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	233732
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	299400
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	244128
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	1096259
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	852131
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	0	1
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	1	2
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm	0	MALKA A ROSENBERG
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm	1	CHARLES ROSENBERG
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	0	7963 LOVE LANE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	1	10 JUDITH LANE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm	0	BOCA RATON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm	1	MONSEY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd	0	FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd	1	NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd	0	33433
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd	1	10952
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	0	150000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	1	81045
IRS990ScheduleB/GeneralRuleInd	0	X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	0	2
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	0	81045
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	0	480 SH VIG
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt	0	2021-12-23
IRS990ScheduleB/Organization501c3ExemptPFInd	0	X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	731
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	TAXES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	LICENSE & FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	6760
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	250
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	6760
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	250
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd	0	AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd	0	FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd	0	IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd	0	2
ReturnHeader/BuildTS	0	2023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	CHARLES ROSENBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2023-10-16
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	Samuel Reinhold CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	1764 49th St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Brooklyn
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	11204
ReturnHeader/PreparerPersonGrp/PhoneNum	0	7186502030
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	HENRY REINHOLD
ReturnHeader/PreparerPersonGrp/SelfEmployedInd	0	X
ReturnHeader/ReturnTs	0	2023-10-16T06:49:18-07:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	CHARLES
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	ROSENBERG
ReturnHeader/TaxPeriodBeginDt	0	2021-12-01
ReturnHeader/TaxPeriodEndDt	0	2022-11-30
ReturnHeader/TaxYr	0	2021

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $1,047,416
Liabilities: $1
Net assets: $1,047,416
Revenue: $274,734
Expenses: $309,410
Net income: -$34,676

	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