Civic Intelligence

The Rosenberg Foundation C/O Marcum LLP

990PF • Fiscal year 2018 • EIN 57-0853979

Mar 01, 2017 to Feb 28, 2018 • Filed on Aug 03, 2018

450 E Las Olas Blvd 9th FloorFort Lauderdale, FL 33301

(954) 320-8070

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

94th percentile

70%

Higher net margin than 94% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

48th percentile

$15,000

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 1.4% of source-year revenue.

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

89th percentile

32%

Faster asset growth than 89% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

5th percentile

-55%

Faster revenue growth than 5% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Up

$3,128,936

Up $763,365 (+32%) from 2017

Net Assets

Up

$3,128,936

Up $763,365 (+32%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Down

$1,042,504

Down $1,261,921 (-55%) from 2017

Expenses

Up

$314,560

Up $171,600 (+120%) from 2017

Net Income

Down

$727,944

Down $1,433,521 (-66%) from 2017

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

2018

Assets$3,128,936
Liabilities$0
Net Assets$3,128,936

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

2018

Revenue$1,042,504
Expenses$314,560
Net Income$727,944
Jump To
Filing Snapshot
Filing Period
Mar 1, 2017 to Feb 28, 2018
Signed
Aug 3, 2018
Return Version
2017v2.3
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY ROSENBERGPresident-$15,000-$15,000
MITCHELL J MARGOLIESSecretary Treasurer-$15,000-$15,000
LAURENCE I BLAIRVice-President-$10,000-$10,000
Filing and Contact Details

Filer

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

Signing Officer

Name
Laurence I Blair
Title
Vice President
Phone
5619942212
Signed
2018-08-03
Discuss with paid preparer
Yes

Preparer

Firm
Marcum Llp
Address
ONE SE THIRD AVENUE SUITE 1100, MIAMI, FL 33131
Preparer
Mitchell J Margolies
Phone
3059959600
Raw XML Appendix385 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/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE-PRESIDENT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2The purpose is to provide information and learning services with a commitment to local communities.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3TO HELP FIGHT HUNGER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4TO IMPROVE THE QUALITY OF LIFE AND SELF-SUFFCIENCY OF THE JEWISH AND BROADER COMMUNITIES THROUGHOUT SOUTH FLORIDA IN ACCORDANCE WITH JEWISH VALUES.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3FOOD BANK OF CENTRAL AND EASTERN NORT CAROLINA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4JEWISH COMMUNITY SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5RUTH & NORMAN RALES JEWISH FAMILY SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6JEWISH ADOPTION AND FAMILY CARE OPTIONS
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0184804
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt010804
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt011152
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01230
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01046
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01808
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01407
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt010804
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt05839
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt05839
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0174000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt05839
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt016643
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0GERALD P ROSENBERG REV TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt02255 GLADES ROAD SUITE 400-E
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0BOCA RATON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd033431
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
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IRS990ScheduleB/GeneralRuleInd0X
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IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0803777
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0SECURITIES
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02017-03-09
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt04418
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FINAL YEAR DEDUCTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt028629
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt158700
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt028629
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt158700
OtherIncomeSchedule2/OtherIncomeDetail/Desc0TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/Desc1CLASS ACTION INCOME
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01881
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt112
OtherIncreasesSchedule/OtherIncreasesDetail/Amt035421
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ADJUSTMENT FOR ASSETS RECEIVED
TaxesSchedule/TaxesDetail/Amt01793
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01793
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LAURENCE I BLAIR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05619942212
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Rosenberg Foundation
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0c/o Marcum LLP
ReturnHeader/Filer/BusinessNameControlTxt0ROSE
ReturnHeader/Filer/EIN0570853979
ReturnHeader/Filer/InCareOfNm0% MITCHELL J MARGOLIES
ReturnHeader/Filer/PhoneNum09543208070
ReturnHeader/Filer/USAddress/AddressLine1Txt0450 E Las Olas Blvd 9th Floor
ReturnHeader/Filer/USAddress/CityNm0Fort Lauderdale
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033301
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA1606F492A3FE0D68D6CCADCE52CF9FB8C5681A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0DA90C7695D23D4DD82B4D8CE33A6A78D96F2C4BE
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId060323320182345000033
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-08-22
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.126.113
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/PhoneNum03059959600
ReturnHeader/PreparerPersonGrp/PreparationDt02018-08-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mitchell J Margolies
ReturnHeader/ReturnTs02018-08-22T14:20:31-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-03-01
ReturnHeader/TaxPeriodEndDt02018-02-28
ReturnHeader/TaxYr02017

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