Civic Intelligence

The Kenneth G Rolfe Foundation U Article

990PF • Fiscal year 2023 • EIN 46-4354791

Jan 01, 2023 to Dec 31, 2023 • Filed on Aug 12, 2024

1430 Broadway 8th Floor C/O PhillipNew York, NY 10018

(302) 246-5400

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

95th percentile

80%

Higher net margin than 95% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

51st percentile

$14,874

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 4.9% of source-year revenue.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

64th percentile

7.8%

Faster asset growth than 64% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

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

Annualized from 2022 to 2023

Assets

Up

$3,447,290

Up $248,554 (+7.8%) from 2022

Net Assets

Up

$3,447,290

Up $248,554 (+7.8%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$303,882

Up $407,630 (+393%) from 2022

Expenses

Down

$60,120

Down $265,997 (-82%) from 2022

Net Income

Up

$243,762

Up $673,627 (+157%) from 2022

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2021: $3,651,599Liabilities 2021: $0Net Assets 2021: $3,651,5992021Assets 2022: $3,198,736Liabilities 2022: $0Net Assets 2022: $3,198,7362022Assets 2023: $3,447,290Liabilities 2023: $0Net Assets 2023: $3,447,2902023Assets 2024: $3,832,679Liabilities 2024: $0Net Assets 2024: $3,832,6792024

Highlighted filing

2023

Assets$3,447,290
Liabilities$0
Net Assets$3,447,290

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2021: $413,000Expenses 2021: $267,843Net Income 2021: $145,1572021Revenue 2022: -$103,748Expenses 2022: $326,117Net Income 2022: -$429,8652022Revenue 2023: $303,882Expenses 2023: $60,120Net Income 2023: $243,7622023Revenue 2024: $507,697Expenses 2024: $124,077Net Income 2024: $383,6202024

Highlighted filing

2023

Revenue$303,882
Expenses$60,120
Net Income$243,762
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Aug 12, 2024
Return Version
2023v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ARDEN TRUST COMPANYCo-Trustee-$14,874-$14,874
HERBERT BARDCo-Trustee-$7,214-$7,214
Filing and Contact Details

Filer

Filer Name
The Kenneth G Rolfe Foundation U Article
EIN
46-4354791
Phone
3022465400
Address
1430 BROADWAY 8TH FLOOR C/O PHILLIP, NEW YORK, NY 10018

Signing Officer

Name
Arden Trust Company
Title
Trustee
Phone
3022465400
Signed
2024-08-12
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
4300 E CAMELBACK ROAD STE 475, PHOENIX, AZ 85018
Preparer
Jeffrey E Kuhlin
Phone
4123556000
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