Civic Intelligence

The Dr a Everett and Ruth E Rosen Foundation Inc C/O Dr Rosen

990PF • Fiscal year 2021 • EIN 47-2319589

Jan 01, 2021 to Dec 31, 2021 • Filed on Oct 31, 2022

Organization Profile
42 Sokokis DriveDayton, ME 04005-7606

(207) 499-4266

Siviq Scores

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

Liabilities / Assets

39th percentile

0.00x

Higher debt load relative to assets than 39% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

46th percentile

0.03x

Higher debt load relative to revenue than 46% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

15th percentile

-15%

Higher net margin than 15% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

80th percentile

$114,000

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 44.4% of source-year revenue.

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

23rd percentile

-1.3%

Faster asset growth than 23% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

Score unavailable

No value available

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

Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets39th percentile

Assets

Down

$2,548,926

Down $32,973 (-1.3%) from 2020

Net Assets

Down

$2,542,189

Down $38,972 (-1.5%) from 2020

Liabilities

Up

$6,737

Up $5,999 (+813%) from 2020

Revenue And Expenses
Liabilities / Revenue46th percentileNet Margin15th percentile

Revenue

Up

$256,769

Up $283,353 (+1066%) from 2020

Expenses

Up

$295,742

Up $20,875 (+7.6%) from 2020

Net Income

Up

-$38,973

Up $262,478 (+87%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

$6.0M$4.0M$2.0M$0Assets 2014: $1Liabilities 2014: $02014Assets 2015: $4,314,384Liabilities 2015: $4,635Net Assets 2015: $4,309,7492015Assets 2016: $3,450,450Liabilities 2016: $18,944Net Assets 2016: $3,431,5062016Assets 2017: $3,263,641Liabilities 2017: $16,230Net Assets 2017: $3,247,4112017Assets 2018: $3,085,819Liabilities 2018: $30,850Net Assets 2018: $3,054,9692018Assets 2019: $2,836,068Liabilities 2019: $854Net Assets 2019: $2,835,2142019Assets 2020: $2,581,899Liabilities 2020: $738Net Assets 2020: $2,581,1612020Assets 2021: $2,548,926Liabilities 2021: $6,737Net Assets 2021: $2,542,1892021Assets 2022: $2,617,842Liabilities 2022: $24,544Net Assets 2022: $2,593,2982022Assets 2023: $2,296,823Liabilities 2023: $29,000Net Assets 2023: $2,267,8232023Assets 2024: $2,249,063Liabilities 2024: $0Net Assets 2024: $2,249,0632024

Highlighted filing

2021

Assets$2,548,926
Liabilities$6,737
Net Assets$2,542,189
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$500K$0-$500K-$1.0MRevenue 2014: $1Expenses 2014: $0Net Income 2014: $12014Revenue 2015: $127,666Expenses 2015: $415,006Net Income 2015: -$287,3402015Revenue 2016: -$526,755Expenses 2016: $351,488Net Income 2016: -$878,2432016Revenue 2017: $178,741Expenses 2017: $362,836Net Income 2017: -$184,0952017Revenue 2018: $205,033Expenses 2018: $397,475Net Income 2018: -$192,4422018Revenue 2019: $116,151Expenses 2019: $335,906Net Income 2019: -$219,7552019Revenue 2020: -$26,584Expenses 2020: $274,867Net Income 2020: -$301,4512020Revenue 2021: $256,769Expenses 2021: $295,742Net Income 2021: -$38,9732021Revenue 2022: $118,517Expenses 2022: $385,077Net Income 2022: -$266,5602022Revenue 2023: $37,266Expenses 2023: $362,741Net Income 2023: -$325,4752023Revenue 2024: $284,374Expenses 2024: $303,134Net Income 2024: -$18,7602024

Highlighted filing

2021

Revenue$256,769
Expenses$295,742
Net Income-$38,973
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Oct 31, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WALTER M ROSENPresident-$114,000-$114,000
BRIAN ROSENTreasurer-$13,200-$13,200
LISA ROSEN BERMANClerk-$6,000-$6,000
SANDRA ROSENDirector-$6,000-$6,000
Filing and Contact Details

Filer

Filer Name
The Dr a Everett and Ruth E Rosen
EIN
47-2319589
Phone
2074994266
Address
42 SOKOKIS DRIVE, DAYTON, ME 04005-7606

Signing Officer

Name
Walter M Rosen
Title
President
Phone
2074994266
Signed
2022-10-31
Discuss with paid preparer
Yes

Preparer

Firm
S&g Llp
Address
100 FRONT STREET 16TH FLOOR, WORCESTER, MA 01608
Preparer
Carl Goldstein CPA
Phone
5087573311
Raw XML AppendixShowing 400 of 428 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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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt3659
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt41
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt096
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt227526
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt31318
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt42
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0-329
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt1-3951
OtherIncomeSchedule2/OtherIncomeDetail/Desc0PLAINS ALL AMERICAN PIPELINE
OtherIncomeSchedule2/OtherIncomeDetail/Desc1NGL ENERGY PARTNERS
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-329
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1-3951
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0MISSING 2019 MUTUAL FUNDS VALUE
TaxesSchedule/TaxesDetail/Amt01620
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01620
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WALTER M ROSEN

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,548,926
Liabilities
$6,737
Net assets
$2,542,189
Revenue
$256,769
Expenses
$295,742
Net income
-$38,973
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$2.25$0.00$2.25$0.28$0.30$0.02
2023Detailed filing. Detailed filing data is available for this year.$2.30$0.03$2.27$0.04$0.36$0.33
2022Detailed filing. Detailed filing data is available for this year.$2.62$0.02$2.59$0.12$0.39$0.27
2021Detailed filing. Detailed filing data is available for this year.$2.55$0.01$2.54$0.26$0.30$0.04
2020Detailed filing. Detailed filing data is available for this year.$2.58$0.00$2.58$0.03$0.27$0.30
2019Detailed filing. Detailed filing data is available for this year.$2.84$0.00$2.84$0.12$0.34$0.22
2018Detailed filing. Detailed filing data is available for this year.$3.09$0.03$3.05$0.21$0.40$0.19
2017Detailed filing. Detailed filing data is available for this year.$3.26$0.02$3.25$0.18$0.36$0.18
2016Detailed filing. Detailed filing data is available for this year.$3.45$0.02$3.43$0.53$0.35$0.88
2015Detailed filing. Detailed filing data is available for this year.$4.31$0.00$4.31$0.13$0.42$0.29
2014Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00