Civic Intelligence

Jack and Judith Rosenberg Foundation

990PF • Fiscal year 2020 • EIN 65-6355938

Jan 01, 2020 to Dec 31, 2020 • Filed on May 20, 2021

Organization Profile
82 Hampshire LaneBoyton Beach, FL 33436-7416

(561) 737-2371

Siviq Scores

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

Liabilities / Assets

77th percentile

0.00x

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

2020 filings • NTEE T22 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

98th percentile

306%

Higher net margin than 98% of similar nonprofits.

2020 filings • NTEE T22 • <$500k nonprofits • Source year 2020

Top Officer Pay

93rd percentile

$0

Higher top officer pay than 93% of similar nonprofits.

2020 filings • NTEE T22 • <$500k nonprofits • Source year 2020

Asset Growth

24th percentile

-17%

Faster asset growth than 24% of similar nonprofits.

2020 filings • NTEE T22 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

Score unavailable

No value available

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

Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets77th percentile

Assets

Down

$116,889

Down $24,492 (-17%) from 2019

Net Assets

$116,889

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2019

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin98th percentile

Revenue

Down

-$8,572

Down $17,958 (-191%) from 2019

Expenses

Up

$17,624

Up $549 (+3.2%) from 2019

Net Income

Down

-$26,196

Down $18,507 (-241%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

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

$200K$150K$100K$50K$0Assets 2010: $98,856Liabilities 2010: $0Net Assets 2010: $98,8562010Assets 2011: $100,248Liabilities 2011: $12011Assets 2012: $97,423Liabilities 2012: $0Net Assets 2012: $97,4232012Assets 2013: $111,562Liabilities 2013: $0Net Assets 2013: $111,5622013Assets 2014: $113,758Liabilities 2014: $0Net Assets 2014: $113,7582014Assets 2015: $113,415Liabilities 2015: $0Net Assets 2015: $113,4152015Assets 2017: $133,162Liabilities 2017: $0Net Assets 2017: $133,1622017Assets 2019: $141,381Liabilities 2019: $12019Assets 2020: $116,889Liabilities 2020: $0Net Assets 2020: $116,8892020Assets 2021: $146,692Liabilities 2021: $12021Assets 2022: $148,765Liabilities 2022: $0Net Assets 2022: $148,7652022Assets 2023: $167,925Liabilities 2023: $12023Assets 2024: $170,621Liabilities 2024: $0Net Assets 2024: $170,6212024

Highlighted filing

2020

Assets$116,889
Liabilities$0
Net Assets$116,889
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$40K$20K$0-$20K-$40KExpenses 2010: $10,8462010Revenue 2011: $4,797Expenses 2011: $3,405Net Income 2011: $1,3922011Expenses 2012: $4,2142012Revenue 2013: $18,585Expenses 2013: $4,446Net Income 2013: $14,1392013Revenue 2014: $11,123Expenses 2014: $8,927Net Income 2014: $2,1962014Revenue 2015: $6,652Expenses 2015: $6,949Net Income 2015: -$2972015Revenue 2017: $17,473Expenses 2017: $4,188Net Income 2017: $13,2852017Revenue 2019: $9,386Expenses 2019: $17,075Net Income 2019: -$7,6892019Revenue 2020: -$8,572Expenses 2020: $17,624Net Income 2020: -$26,1962020Revenue 2021: $34,620Expenses 2021: $4,797Net Income 2021: $29,8232021Revenue 2022: $11,088Expenses 2022: $9,980Net Income 2022: $1,1082022Revenue 2023: $27,450Expenses 2023: $8,963Net Income 2023: $18,4872023Revenue 2024: $15,943Expenses 2024: $12,972Net Income 2024: $2,9712024

Highlighted filing

2020

Revenue-$8,572
Expenses$17,624
Net Income-$26,196
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 20, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jack RosenbergTrustee-$0--
Judith RosenbergTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Jack & Judith Rosenberg Foundation
EIN
65-6355938
Phone
5617372371
Address
82 Hampshire Lane, Boyton Beach, FL 33436-7416

Signing Officer

Name
Jack Rosenberg
Title
Trustee
Phone
5617372371
Signed
2021-05-20
Discuss with paid preparer
Yes

Preparer

Firm
Walton Rahal CPAs
Address
2101 NW Boca Raton Blvd Ste 5, Boca Raton, FL 33431-7498
Preparer
R Keith Walton CPA
Phone
5613956653
Raw XML Appendix342 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/PersonNm0Jack Rosenberg
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Judith Rosenberg
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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0Income will be contributed or granted to exempt organizations under
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1IRC 501(c)(3) to further their public purpose.
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IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0Walton Rahal CPAs
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt02101 NW Boca Raton Blvd Ste 5
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Boca Raton
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0334317498
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum05613956653
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
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IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
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IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Jack Rosenberg
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1Judith Rosenberg
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt016000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Unrestricted donation for donee's exempt purpose
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Jewish Family Service of Palm Beach County
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt05841 Corporate Way Suite 200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0West Palm Beach
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd033407
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt016000
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/AppliedToCurrentYearAmt08161
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt08161
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt08916
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt03022
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt020277
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt08339
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt08916
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt03022
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt016500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt08339
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt011938
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IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt054
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Federal tax
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Other expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0624
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01758
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Non-Dividend distributions
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JACK ROSENBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum05617372371
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Jack & Judith Rosenberg Foundation
ReturnHeader/Filer/BusinessNameControlTxt0JACK
ReturnHeader/Filer/EIN0656355938
ReturnHeader/Filer/PhoneNum05617372371
ReturnHeader/Filer/USAddress/AddressLine1Txt082 Hampshire Lane
ReturnHeader/Filer/USAddress/CityNm0Boyton Beach
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd0334367416
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263968745
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Walton Rahal CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02101 NW Boca Raton Blvd Ste 5
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Boca Raton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0334317498
ReturnHeader/PreparerPersonGrp/PhoneNum05613956653
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0R Keith Walton CPA
ReturnHeader/ReturnTs02021-05-20T09:10:34-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JACK
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ROSENBERG
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
$116,889
Liabilities
$0
Net assets
$116,889
Revenue
-$8,572
Expenses
$17,624
Net income
-$26,196
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.16$0.13$0.03
2023Summary only. Only limited summary data is available for this year.$1.68$0.00$0.27$0.09$0.18
2022Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.11$0.10$0.01
2021Summary only. Only limited summary data is available for this year.$1.47$0.00$0.35$0.05$0.30
2020Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.09$0.18$0.26
2019Summary only. Only limited summary data is available for this year.$1.41$0.00$0.09$0.17$0.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.33$0.00$1.33$0.17$0.04$0.13
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.13$0.00$1.13$0.07$0.07$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.11$0.09$0.02
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.12$0.00$1.12$0.19$0.04$0.14
2012Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.04
2011Summary only. Only limited summary data is available for this year.$1.00$0.00$0.05$0.03$0.01
2010Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.11