Civic Intelligence

Jack and Harriet Rosenfeld

EIN 65-6476677 • Aventura, FL

20295 NE 29 Place Suite 200Aventura, FL 33180
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

8th percentile

-59%

Higher net margin than 8% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

52nd percentile

$14,690

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 13.6% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

23rd percentile

-4.4%

Faster asset growth than 23% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

89th percentile

121%

Faster revenue growth than 89% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$1,405,417

Down $64,185 (-4.4%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$1,405,417

Down $64,185 (-4.4%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin8th percentile

Revenue

Up

$108,338

Up $59,387 (+121%) from 2023

Expenses

Down

$172,529

Down $98,467 (-36%) from 2023

Net Income

Up

-$64,191

Up $157,854 (+71%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth23rd percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,499,193Liabilities 2011: $4962011Assets 2012: $3,467,701Liabilities 2012: $02012Assets 2013: $3,464,807Liabilities 2013: $02013Assets 2014: $3,329,255Liabilities 2014: $02014Assets 2015: $3,172,924Liabilities 2015: $02015Assets 2019: $2,220,158Liabilities 2019: $02019Assets 2020: $1,998,019Liabilities 2020: $0Net Assets 2020: $1,998,0192020Assets 2021: $1,897,835Liabilities 2021: $0Net Assets 2021: $1,897,8352021Assets 2022: $1,691,647Liabilities 2022: $0Net Assets 2022: $1,691,6472022Assets 2023: $1,469,602Liabilities 2023: $0Net Assets 2023: $1,469,6022023Assets 2024: $1,405,417Liabilities 2024: $0Net Assets 2024: $1,405,4172024

Highlighted filing

2024

Assets$1,405,417
Liabilities$0
Net Assets$1,405,417
Open 2024 Filing

Operations Trend

Revenue Growth89th percentile

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

$600K$400K$200K$0-$200K-$400KRevenue 2011: $286,218Expenses 2011: $209,834Net Income 2011: $76,3842011Revenue 2012: $186,891Expenses 2012: $227,980Net Income 2012: -$41,0892012Revenue 2013: $269,175Expenses 2013: $272,069Net Income 2013: -$2,8942013Revenue 2014: $233,886Expenses 2014: $369,438Net Income 2014: -$135,5522014Revenue 2015: $248,568Expenses 2015: $404,899Net Income 2015: -$156,3312015Revenue 2019: $101,981Expenses 2019: $400,064Net Income 2019: -$298,0832019Revenue 2020: $102,858Expenses 2020: $324,997Net Income 2020: -$222,1392020Revenue 2021: $134,860Expenses 2021: $235,044Net Income 2021: -$100,1842021Revenue 2022: $72,530Expenses 2022: $278,718Net Income 2022: -$206,1882022Revenue 2023: $48,951Expenses 2023: $270,996Net Income 2023: -$222,0452023Revenue 2024: $108,338Expenses 2024: $172,529Net Income 2024: -$64,1912024

Highlighted filing

2024

Revenue$108,338
Expenses$172,529
Net Income-$64,191
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,405,417
Liabilities
$0
Net assets
$1,405,417
Revenue
$108,338
Expenses
$172,529
Net income
-$64,191
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.11$0.17$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.05$0.27$0.22
2022Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.07$0.28$0.21
2021Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.13$0.24$0.10
2020Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.10$0.32$0.22
2019Summary only. Only limited summary data is available for this year.$2.22$0.00$0.10$0.40$0.30
2015Summary only. Only limited summary data is available for this year.$3.17$0.00$0.25$0.40$0.16
2014Summary only. Only limited summary data is available for this year.$3.33$0.00$0.23$0.37$0.14
2013Summary only. Only limited summary data is available for this year.$3.46$0.00$0.27$0.27$0.00
2012Summary only. Only limited summary data is available for this year.$3.47$0.00$0.19$0.23$0.04
2011Summary only. Only limited summary data is available for this year.$3.50$0.00$0.29$0.21$0.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 24, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LYNN W FROMBERGTrustee-$14,690-$14,690
JAY KAUFMANTrustee-$14,690-$14,690
Filing and Contact Details

Filer

Filer Name
Jack and Harriet Rosenfeld
EIN
65-6476677
Phone
9545231300
Address
20295 NE 29 PLACE SUITE 200, AVENTURA, FL 33180

Signing Officer

Name
Lynn W Fromberg
Title
Trustee
Signed
2025-07-24
Discuss with paid preparer
Yes

Preparer

Firm
Ever and Company Pa
Address
500 E BROWARD BLVD SUITE 850, FORT LAUDERDALE, FL 33394-2199
Preparer
Judah H Ever
Phone
9545231300
Raw XML Appendix295 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/RecipientUSAddress/CityNm2COOPER CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd033433
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd133486
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd233330
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0115000
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/AppliedToCurrentYearAmt083690
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt083690
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0140685
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0115234
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt050281
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0141060
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0204532
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0204532
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0486010
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt038750
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0140685
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0115234
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt050281
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0141060
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0122440
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt038750
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0690542
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0651792
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01357
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DIVIDEND RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01357
OtherIncomeSchedule2/OtherIncomeDetail/Desc0MORGAN STANLEY
OtherIncomeSchedule2/OtherIncomeDetail/Desc1OTHER INCOME
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt029
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt186
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt012000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt16949
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt29000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0PROFESSIONAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1MS - INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2FIDELITY - INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt07440
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt06949
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt19000
TaxesSchedule/TaxesDetail/Amt024
TaxesSchedule/TaxesDetail/Amt1176
TaxesSchedule/TaxesDetail/CategoryTxt0MORGAN STANLEY - FOREING TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FIDELITY - FOREING TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt024
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1176
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LYNN W FROMBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JACK AND HARRIET ROSENFELD
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION C/O LYNN W FROMBERG
ReturnHeader/Filer/BusinessNameControlTxt0JACK
ReturnHeader/Filer/EIN0656476677
ReturnHeader/Filer/PhoneNum09545231300
ReturnHeader/Filer/USAddress/AddressLine1Txt020295 NE 29 PLACE SUITE 200
ReturnHeader/Filer/USAddress/CityNm0AVENTURA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033180
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0650159468
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EVER AND COMPANY PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0500 E BROWARD BLVD SUITE 850
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FORT LAUDERDALE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0333942199
ReturnHeader/PreparerPersonGrp/PhoneNum09545231300
ReturnHeader/PreparerPersonGrp/PreparationDt02025-07-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JUDAH H EVER
ReturnHeader/ReturnTs02025-07-25T14:32:28-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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