Civic Intelligence

The Marjorie Alfus Foundation

EIN 65-6228195 • West Palm Beach, FL

CO Ea 505 South Flagler Dr 900West Palm Beach, FL 33401
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

61st percentile

0.00x

Higher debt load relative to assets than 61% of similar nonprofits.

<$500k nonprofits • Source year 2021

Liabilities / Revenue

63rd percentile

0.00x

Higher debt load relative to revenue than 63% of similar nonprofits.

<$500k nonprofits • Source year 2021

Net Margin

13th percentile

-79%

Higher net margin than 13% of similar nonprofits.

<$500k nonprofits • Source year 2021

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

39th percentile

-8.4%

Faster asset growth than 39% of similar nonprofits.

<$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

83rd percentile

43%

Faster revenue growth than 83% of similar nonprofits.

<$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$200,250

Down $18,346 (-8.4%) from 2020

Liabilities

Flat

$0

Flat from 2020

Net Assets

Down

$200,250

Down $18,346 (-8.4%) from 2020

Operations
Liabilities / Revenue63rd percentileNet Margin13th percentile

Revenue

Up

$23,078

Up $6,958 (+43%) from 2020

Expenses

Up

$41,424

Up $15,659 (+61%) from 2020

Net Income

Down

-$18,346

Down $8,701 (-90%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth39th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2011: $205,112Liabilities 2011: $02011Assets 2012: $184,166Liabilities 2012: $20,000Net Assets 2012: $164,1662012Assets 2013: $170,317Liabilities 2013: $02013Assets 2014: $177,216Liabilities 2014: $02014Assets 2015: $190,705Liabilities 2015: $0Net Assets 2015: $190,7052015Assets 2017: $236,494Liabilities 2017: $0Net Assets 2017: $236,4942017Assets 2018: $241,375Liabilities 2018: $0Net Assets 2018: $241,3752018Assets 2019: $228,241Liabilities 2019: $0Net Assets 2019: $228,2412019Assets 2020: $218,596Liabilities 2020: $0Net Assets 2020: $218,5962020Assets 2021: $200,250Liabilities 2021: $0Net Assets 2021: $200,2502021

Highlighted filing

2021

Assets$200,250
Liabilities$0
Net Assets$200,250
Open 2021 Filing

Operations Trend

Revenue Growth83rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2011: $11,909Expenses 2011: $29,749Net Income 2011: -$17,8402011Expenses 2012: $72,0922012Revenue 2013: $11,691Expenses 2013: $5,540Net Income 2013: $6,1512013Revenue 2014: $12,890Expenses 2014: $5,991Net Income 2014: $6,8992014Revenue 2015: $17,453Expenses 2015: $3,964Net Income 2015: $13,4892015Revenue 2017: $12,978Expenses 2017: $24,243Net Income 2017: -$11,2652017Revenue 2018: $15,639Expenses 2018: $10,758Net Income 2018: $4,8812018Revenue 2019: $15,579Expenses 2019: $28,713Net Income 2019: -$13,1342019Revenue 2020: $16,120Expenses 2020: $25,765Net Income 2020: -$9,6452020Revenue 2021: $23,078Expenses 2021: $41,424Net Income 2021: -$18,3462021

Highlighted filing

2021

Revenue$23,078
Expenses$41,424
Net Income-$18,346
Open 2021 Filing

Filings

Most recent year

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

Open filing
Assets
$200,250
Liabilities
$0
Net assets
$200,250
Revenue
$23,078
Expenses
$41,424
Net income
-$18,346
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.23$0.41$0.18
2020Detailed filing. Detailed filing data is available for this year.$2.19$0.00$2.19$0.16$0.26$0.10
2019Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$0.16$0.29$0.13
2018Detailed filing. Detailed filing data is available for this year.$2.41$0.00$2.41$0.16$0.11$0.05
2017Detailed filing. Detailed filing data is available for this year.$2.36$0.00$2.36$0.13$0.24$0.11
2015Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$0.17$0.04$0.13
2014Summary only. Only limited summary data is available for this year.$1.77$0.00$0.13$0.06$0.07
2013Summary only. Only limited summary data is available for this year.$1.70$0.00$0.12$0.06$0.06
2012Detailed filing. Detailed filing data is available for this year.$1.84$0.20$1.64$0.72
2011Summary only. Only limited summary data is available for this year.$2.05$0.00$0.12$0.30$0.18
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Feb 6, 2023
Return Version
2021v4.2
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
WENDY H ROTHMANTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantJAZZ POWER INITIATIVEGENERAL PURPOSEPUBLIC CHARITYNEW YORK, NY, US$13,200
Paid GrantDANBURY HOSPITAL FOUNDATIONGENERAL PURPOSEPUBLIC CHARITYDANBURY, CT, US$10,000
Paid GrantROMEMUGENERAL PURPOSEPUBLIC CHARITYNEW YORK, NY, US$10,000
Paid GrantBRIDGEWATER FIRE DEPARTMENTGENERAL PURPOSEPUBLIC CHARITYBRIDGEWATER, CT, US$2,500
Paid GrantFRACTURED ATLASGENERAL PURPOSEPUBLIC CHARITYHARTSDALE, NY, US$1,000
Paid GrantNORTHWEST CONNECTICUT LAND CONSERVANCYGENERAL PURPOSEPUBLIC CHARITYKENT, CT, US$1,000
Filing and Contact Details

Filer

Filer Name
The Rothman Family Foundation
EIN
65-6228195
Phone
9175380552
Address
CO EA 505 SOUTH FLAGLER DR 900, WEST PALM BEACH, FL 33401

Signing Officer

Name
Wendy Rothman
Title
Trustee
Phone
9175380552
Signed
2023-02-06
Discuss with paid preparer
Yes

Preparer

Firm
Eisner Advisory Group LLC
Address
505 SOUTH FLAGLER DRIVE SUITE 900, WEST PALM BEACH, FL 33401
Preparer
Joel H Levine
Phone
5618329292
Raw XML Appendix357 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5GENERAL PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0DANBURY HOSPITAL FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1JAZZ POWER INITIATIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2FRACTURED ATLAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3ROMEMU
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4BRIDGEWATER FIRE DEPARTMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5NORTHWEST CONNECTICUT LAND CONSERVANCY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NOT RELATED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NOT RELATED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NOT RELATED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NOT RELATED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NOT RELATED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NOT RELATED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt024 HOSPITAL AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt15030 BROADWAY SUITE 657
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 55
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3176 W 105TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt422 SCHOOL STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt55 MAPLE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0DANBURY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2HARTSDALE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4BRIDGEWATER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5KENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd006810
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd110034
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd210530
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd310025
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd402324
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd506757
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt037700
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt027051
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt027051
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02714
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt08798
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0652
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt035713
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt035713
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt024563
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt012399
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02714
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt08798
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0652
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt039450
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt012399
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt060276
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt047877
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0INTEREST/DIVIDEND RECEIVABLE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0PROFESSIONAL FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt01750
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03500
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0506
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt15388
OtherIncomeSchedule2/OtherIncomeDetail/Desc0UBS 1531
OtherIncomeSchedule2/OtherIncomeDetail/Desc1UBS 4515
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0506
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt15388
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0506
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt15388
TaxesSchedule/TaxesDetail/Amt0224
TaxesSchedule/TaxesDetail/CategoryTxt0IRS
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WENDY ROTHMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09175380552
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-02-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ROTHMAN FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROTH
ReturnHeader/Filer/EIN0656228195
ReturnHeader/Filer/PhoneNum09175380552
ReturnHeader/Filer/USAddress/AddressLine1Txt0CO EA 505 SOUTH FLAGLER DR 900
ReturnHeader/Filer/USAddress/CityNm0WEST PALM BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033401
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0871353108
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EISNER ADVISORY GROUP LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0505 SOUTH FLAGLER DRIVE SUITE 900
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WEST PALM BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033401
ReturnHeader/PreparerPersonGrp/PhoneNum05618329292
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOEL H LEVINE
ReturnHeader/ReturnTs02023-02-07T13:47:22-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WENDY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ROTHMAN
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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