Civic Intelligence

The Rosenberg Foundation C/O Marcum LLP

990PF • Fiscal year 2015 • EIN 57-0853979

Mar 01, 2014 to Feb 28, 2015 • Filed on Jul 06, 2015

c/o MarcumLLP450 E Las Olas Blvd 9th Floor SuiFort Lauderdale, FL 33301

(954) 320-8070

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2015

Net Margin

100th percentile

261%

Higher net margin than 100% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

26th percentile

-10%

Faster asset growth than 26% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

Score unavailable

No value available

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

Annualized from 2014 to 2015

Assets

Down

$343,063

Down $40,247 (-10%) from 2014

Net Assets

Down

$343,063

Down $40,247 (-10%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

-$15,337

Down $92,948 (-120%) from 2014

Expenses

Up

$24,704

Up $1,135 (+4.8%) from 2014

Net Income

Down

-$40,041

Down $94,083 (-174%) from 2014

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 2011: $301,198Liabilities 2011: $0Net Assets 2011: $301,1982011Assets 2012: $346,223Liabilities 2012: $0Net Assets 2012: $346,2232012Assets 2013: $328,969Liabilities 2013: $0Net Assets 2013: $328,9692013Assets 2014: $383,310Liabilities 2014: $0Net Assets 2014: $383,3102014Assets 2015: $343,063Liabilities 2015: $0Net Assets 2015: $343,0632015Assets 2016: $426,781Liabilities 2016: $0Net Assets 2016: $426,7812016Assets 2017: $2,365,571Liabilities 2017: $0Net Assets 2017: $2,365,5712017Assets 2018: $3,128,936Liabilities 2018: $0Net Assets 2018: $3,128,9362018Assets 2019: $3,357,280Liabilities 2019: $0Net Assets 2019: $3,357,2802019Assets 2020: $3,089,852Liabilities 2020: $0Net Assets 2020: $3,089,8522020Assets 2021: $2,858,058Liabilities 2021: $0Net Assets 2021: $2,858,0582021Assets 2022: $2,940,700Liabilities 2022: $0Net Assets 2022: $2,940,7002022Assets 2023: $2,846,988Liabilities 2023: $0Net Assets 2023: $2,846,9882023Assets 2024: $2,695,928Liabilities 2024: $0Net Assets 2024: $2,695,9282024Assets 2025: $2,666,812Liabilities 2025: $1,717Net Assets 2025: $2,665,0952025

Highlighted filing

2015

Assets$343,063
Liabilities$0
Net Assets$343,063

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $17,4322011Expenses 2012: $23,4132012Expenses 2013: $22,7692013Revenue 2014: $77,611Expenses 2014: $23,569Net Income 2014: $54,0422014Revenue 2015: -$15,337Expenses 2015: $24,704Net Income 2015: -$40,0412015Revenue 2016: $112,121Expenses 2016: $28,403Net Income 2016: $83,7182016Revenue 2017: $2,304,425Expenses 2017: $142,960Net Income 2017: $2,161,4652017Revenue 2018: $1,042,504Expenses 2018: $314,560Net Income 2018: $727,9442018Revenue 2019: $275,501Expenses 2019: $45,650Net Income 2019: $229,8512019Revenue 2020: $333,748Expenses 2020: $591,812Net Income 2020: -$258,0642020Revenue 2021: $198,371Expenses 2021: $425,929Net Income 2021: -$227,5582021Revenue 2022: $495,105Expenses 2022: $412,009Net Income 2022: $83,0962022Revenue 2023: $312,448Expenses 2023: $410,068Net Income 2023: -$97,6202023Revenue 2024: $249,487Expenses 2024: $402,221Net Income 2024: -$152,7342024Revenue 2025: $370,042Expenses 2025: $401,050Net Income 2025: -$31,0082025

Highlighted filing

2015

Revenue-$15,337
Expenses$24,704
Net Income-$40,041
Jump To
Filing Snapshot
Filing Period
Mar 1, 2014 to Feb 28, 2015
Signed
Jul 6, 2015
Return Version
2014v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY ROSENBERGPresident-$0--
LAURENCE I BLAIRVice-President-$0--
MITCHELL J MARGOLIESSecretary Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
The Rosenberg Foundation
EIN
57-0853979
In Care Of
% MITCHELL J MARGOLIES
Phone
9543208070
Address
c/o MarcumLLP, 450 E Las Olas Blvd 9th Floor Sui, Fort Lauderdale, FL 33301

Signing Officer

Name
Laurence I Blair
Title
Vice-president
Phone
5619942212
Signed
2015-07-06
Discuss with paid preparer
Yes

Preparer

Firm
Marcum Llp
Address
ONE SE THIRD AVENUE SUITE 1100, MIAMI, FL 33131
Preparer
Mitchell J Margolies
Phone
5619942212
Raw XML Appendix323 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.

Path#Value
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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1DREYFUS DIVERSIFIED INTL 1185.05 SHARES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt09000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt114138
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt05786
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0-15337
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-28258
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt119
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt017504
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IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt058
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.2
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MARY ROSENBERG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1LAURENCE I BLAIR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MITCHELL J MARGOLIES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE-PRESIDENT
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IRS990PF/StatementsRegardingActyGrp/PhoneNum09543208070
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0NONE
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt018000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHARITABLE PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CHARITABLE PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SOUTHERN POVERTY LAW CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1WPBT2
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2FRIENDS OF WLRN INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0400 WASHINGTON AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 610002
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2169 E FLAGLER STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MONTGOMERY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MIAMI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2MAIMI
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd036104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd133261
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd233131
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt018550
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt017504
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt017504
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01808
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01407
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01344
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt05605
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01046
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01808
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01407
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01344
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02011
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02010
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt018550
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01046
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt05605
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt04559
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0206
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ADJUSTMENT-NO TAX EFFECT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt02488
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02488
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1123
TaxesSchedule/TaxesDetail/Amt0158
TaxesSchedule/TaxesDetail/Amt1762
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0158
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LAURENCE I BLAIR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE-PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05619942212
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-07-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Rosenberg Foundation
ReturnHeader/Filer/BusinessNameControlTxt0ROSE
ReturnHeader/Filer/EIN0570853979
ReturnHeader/Filer/InCareOfNm0% MITCHELL J MARGOLIES
ReturnHeader/Filer/PhoneNum09543208070
ReturnHeader/Filer/USAddress/AddressLine1Txt0c/o MarcumLLP
ReturnHeader/Filer/USAddress/AddressLine2Txt0450 E Las Olas Blvd 9th Floor Sui
ReturnHeader/Filer/USAddress/CityNm0Fort Lauderdale
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033301
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARCUM LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE SE THIRD AVENUE SUITE 1100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MIAMI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033131
ReturnHeader/PreparerPersonGrp/PhoneNum05619942212
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mitchell J Margolies
ReturnHeader/ReturnTs02015-07-07T14:51:32-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-03-01
ReturnHeader/TaxPeriodEndDt02015-02-28
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.67$0.00$2.67$0.37$0.40$0.03
2024Detailed filing. Detailed filing data is available for this year.$2.70$0.00$2.70$0.25$0.40$0.15
2023Detailed filing. Detailed filing data is available for this year.$2.85$0.00$2.85$0.31$0.41$0.10
2022Detailed filing. Detailed filing data is available for this year.$2.94$0.00$2.94$0.50$0.41$0.08
2021Detailed filing. Detailed filing data is available for this year.$2.86$0.00$2.86$0.20$0.43$0.23
2020Detailed filing. Detailed filing data is available for this year.$3.09$0.00$3.09$0.33$0.59$0.26
2019Detailed filing. Detailed filing data is available for this year.$3.36$0.00$3.36$0.28$0.05$0.23
2018Detailed filing. Detailed filing data is available for this year.$3.13$0.00$3.13$1.04$0.31$0.73
2017Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$2.30$0.14$2.16
2016Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$0.11$0.03$0.08
2015Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$0.02$0.02$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.38$0.08$0.02$0.05
2013Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$0.02
2012Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$0.02
2011Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$0.02