Civic Intelligence

Henri E Rosen Foundation

990PF • Fiscal year 2020 • EIN 46-4365274

Jan 01, 2020 to Dec 31, 2020 • Filed on Jun 01, 2021

Organization Profile
125 High StreetBoston, MA 02110

(617) 345-3898

Siviq Scores

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

Liabilities / Assets

49th percentile

0.01x

Higher debt load relative to assets than 49% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

78th percentile

0.27x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

7th percentile

-107%

Higher net margin than 7% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

27th percentile

-2.8%

Faster asset growth than 27% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

21st percentile

-30%

Faster revenue growth than 21% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets49th percentile

Assets

Down

$645,812

Down $18,774 (-2.8%) from 2019

Net Assets

Down

$641,149

Down $18,774 (-2.8%) from 2019

Liabilities

Flat

$4,663

Flat from 2019

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin7th percentile

Revenue

Down

$17,579

Down $7,584 (-30%) from 2019

Expenses

Down

$36,353

Down $1,390 (-3.7%) from 2019

Net Income

Down

-$18,774

Down $6,194 (-49%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$800K$600K$400K$200K$0Assets 2013: $249,527Liabilities 2013: $02013Assets 2014: $762,951Liabilities 2014: $1Net Assets 2014: $762,9512014Assets 2015: $715,739Liabilities 2015: $10,000Net Assets 2015: $705,7392015Assets 2016: $702,348Liabilities 2016: $0Net Assets 2016: $702,3482016Assets 2017: $684,663Liabilities 2017: $0Net Assets 2017: $684,6632017Assets 2018: $672,503Liabilities 2018: $0Net Assets 2018: $672,5032018Assets 2019: $664,586Liabilities 2019: $4,663Net Assets 2019: $659,9232019Assets 2020: $645,812Liabilities 2020: $4,663Net Assets 2020: $641,1492020Assets 2021: $710,225Liabilities 2021: $1Net Assets 2021: $710,2252021Assets 2022: $726,700Liabilities 2022: $1Net Assets 2022: $726,7002022Assets 2023: $741,128Liabilities 2023: $1Net Assets 2023: $741,1282023Assets 2024: $723,165Liabilities 2024: $0Net Assets 2024: $723,1652024

Highlighted filing

2020

Assets$645,812
Liabilities$4,663
Net Assets$641,149
Open 2020 Filing

Operations Trend

Revenue Growth21st percentile

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

$600K$400K$200K$0-$200KRevenue 2013: $249,527Expenses 2013: $0Net Income 2013: $249,5272013Revenue 2014: $521,972Expenses 2014: $8,548Net Income 2014: $513,4242014Revenue 2015: $10,003Expenses 2015: $67,215Net Income 2015: -$57,2122015Revenue 2016: $21,044Expenses 2016: $24,435Net Income 2016: -$3,3912016Revenue 2017: $20,667Expenses 2017: $38,352Net Income 2017: -$17,6852017Revenue 2018: $28,589Expenses 2018: $40,749Net Income 2018: -$12,1602018Revenue 2019: $25,163Expenses 2019: $37,743Net Income 2019: -$12,5802019Revenue 2020: $17,579Expenses 2020: $36,353Net Income 2020: -$18,7742020Revenue 2021: $121,968Expenses 2021: $52,892Net Income 2021: $69,0762021Revenue 2022: $42,402Expenses 2022: $28,040Net Income 2022: $14,3622022Revenue 2023: $69,778Expenses 2023: $54,738Net Income 2023: $15,0402023Revenue 2024: $38,972Expenses 2024: $56,861Net Income 2024: -$17,8892024

Highlighted filing

2020

Revenue$17,579
Expenses$36,353
Net Income-$18,774
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jun 1, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARK A NOWAKTrustee-$0--
ALICE WHITETrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Henri E Rosen Foundation
EIN
46-4365274
Phone
6173453898
Address
125 HIGH STREET, BOSTON, MA 02110

Signing Officer

Name
Mark a Nowak
Title
Trustee
Signed
2021-06-01
Discuss with paid preparer
Yes

Preparer

Firm
Grant & Pottackal PC
Address
40 Washington St Ste 100, Wellesley, MA 02481
Preparer
George J Pottackal
Phone
7814317211
Raw XML Appendix273 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ALICE WHITE
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FEDERAL EXCISE TAX
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2FOREIGN TAXES PAID
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3REGISTRATION FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt04017
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1435
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2180
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt335
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt04017
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1435
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2180
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt335
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt04663
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0DUE TO HENRI ROSEN REV TR
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt04663
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK A NOWAK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-06-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE HENRI E ROSEN FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CO MARK A NOWAK
ReturnHeader/Filer/BusinessNameControlTxt0HENR
ReturnHeader/Filer/EIN0464365274
ReturnHeader/Filer/PhoneNum06173453898
ReturnHeader/Filer/USAddress/AddressLine1Txt0125 HIGH STREET
ReturnHeader/Filer/USAddress/CityNm0BOSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002110
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043477557
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Grant & Pottackal PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt040 Washington St Ste 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Wellesley
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002481
ReturnHeader/PreparerPersonGrp/PhoneNum07814317211
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0George J Pottackal
ReturnHeader/ReturnTs02021-06-01T07:47:26-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARK A
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0NOWAK
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$645,812
Liabilities
$4,663
Net assets
$641,149
Revenue
$17,579
Expenses
$36,353
Net income
-$18,774
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.23$0.00$7.23$0.39$0.57$0.18
2023Detailed filing. Detailed filing data is available for this year.$7.41$0.00$7.41$0.70$0.55$0.15
2022Detailed filing. Detailed filing data is available for this year.$7.27$0.00$7.27$0.42$0.28$0.14
2021Detailed filing. Detailed filing data is available for this year.$7.10$0.00$7.10$1.22$0.53$0.69
2020Detailed filing. Detailed filing data is available for this year.$6.46$0.05$6.41$0.18$0.36$0.19
2019Detailed filing. Detailed filing data is available for this year.$6.65$0.05$6.60$0.25$0.38$0.13
2018Detailed filing. Detailed filing data is available for this year.$6.73$0.00$6.73$0.29$0.41$0.12
2017Detailed filing. Detailed filing data is available for this year.$6.85$0.00$6.85$0.21$0.38$0.18
2016Detailed filing. Detailed filing data is available for this year.$7.02$0.00$7.02$0.21$0.24$0.03
2015Detailed filing. Detailed filing data is available for this year.$7.16$0.10$7.06$0.10$0.67$0.57
2014Detailed filing. Detailed filing data is available for this year.$7.63$0.00$7.63$5.22$0.09$5.13
2013Summary only. Only limited summary data is available for this year.$2.50$0.00$2.50$0.00$2.50