Civic Intelligence

Montrose Foundation

990PF • Fiscal year 2024 • EIN 46-1602212

Dec 01, 2023 to Nov 30, 2024 • Filed on Apr 15, 2025

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.

Liabilities / Assets

85th percentile

0.00x

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

2024 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

85th percentile

0.00x

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

2024 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2024

Net Margin

14th percentile

-169%

Higher net margin than 14% of similar nonprofits.

2024 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

83rd percentile

$0

Higher top officer pay than 83% of similar nonprofits.

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

2024 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2024

Asset Growth

18th percentile

-7.1%

Faster asset growth than 18% of similar nonprofits.

2024 filings • NTEE T20 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

15th percentile

-51%

Faster revenue growth than 15% of similar nonprofits.

2024 filings • NTEE T20 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets85th percentile

Assets

Down

$902,115

Down $68,981 (-7.1%) from 2023

Net Assets

Down

$902,115

Down $68,981 (-7.1%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin14th percentile

Revenue

Down

$40,734

Down $43,022 (-51%) from 2023

Expenses

Down

$109,650

Down $50,426 (-32%) from 2023

Net Income

Up

-$68,916

Up $7,404 (+9.7%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth18th 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

2024

Assets$902,115
Liabilities$0
Net Assets$902,115
Open 2024 Filing

Operations Trend

Revenue Growth15th 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

2024

Revenue$40,734
Expenses$109,650
Net Income-$68,916
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2023 to Nov 30, 2024
Signed
Apr 15, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MALKA A ROSENBERGTrustee-$0--
CHARLES ROSENBERGTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-TO FURTHER JEWISH STUDIES AND CHARITABLE CAUSESPCLAKEWOOD, NJ, US$102,959
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
2025-04-15
Discuss with paid preparer
Yes

Preparer

Firm
Samuel Reinhold CPA
Address
1764 49th St, Brooklyn, NY 11204
Preparer
Henry Reinhold
Phone
7186502030
Raw XML Appendix267 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/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0233732
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01014372
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt053304
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt099921
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0244128
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0321292
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0295727
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0102959
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt053304
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01248104
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01194800
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt065
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0TAXES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1LICENSE & FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt06291
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1400
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt06291
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1400
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHARLES ROSENBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONTROSE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0461602212
ReturnHeader/Filer/PhoneNum02014472525
ReturnHeader/Filer/USAddress/AddressLine1Txt010 JUDITH LANE
ReturnHeader/Filer/USAddress/CityNm0MONSEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010952
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Samuel Reinhold CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01764 49th St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Brooklyn
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011204
ReturnHeader/PreparerPersonGrp/PhoneNum07186502030
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HENRY REINHOLD
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-04-15T19:49:14-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-12-01
ReturnHeader/TaxPeriodEndDt02024-11-30
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$902,115
Liabilities
$0
Net assets
$902,115
Revenue
$40,734
Expenses
$109,650
Net income
-$68,916
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