Civic Intelligence

The Rosenthal Foundation

990PF • Fiscal year 2017 • EIN 75-1675127

Jan 01, 2017 to Dec 31, 2017 • Filed on Mar 20, 2018

Organization Profile
604 East 4th Street Suite 201Fort Worth, TX 76102

(817) 870-5001

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

85th percentile

38%

Higher net margin than 85% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

56th percentile

4.3%

Faster asset growth than 56% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

96th percentile

330%

Faster revenue growth than 96% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$3,752,894

Up $155,328 (+4.3%) from 2016

Net Assets

Up

$3,752,894

Up $155,328 (+4.3%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin85th percentile

Revenue

Up

$406,967

Up $312,275 (+330%) from 2016

Expenses

Down

$251,639

Down $23,602 (-8.6%) from 2016

Net Income

Up

$155,328

Up $335,877 (+186%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $3,135,092Liabilities 2011: $02011Assets 2012: $3,281,344Liabilities 2012: $02012Assets 2013: $3,406,853Liabilities 2013: $02013Assets 2014: $3,858,772Liabilities 2014: $02014Assets 2015: $3,778,115Liabilities 2015: $02015Assets 2016: $3,597,566Liabilities 2016: $0Net Assets 2016: $3,597,5662016Assets 2017: $3,752,894Liabilities 2017: $0Net Assets 2017: $3,752,8942017Assets 2018: $3,757,243Liabilities 2018: $0Net Assets 2018: $3,757,2432018Assets 2019: $3,782,739Liabilities 2019: $0Net Assets 2019: $3,782,7392019Assets 2020: $5,194,407Liabilities 2020: $0Net Assets 2020: $5,194,4072020Assets 2021: $5,094,822Liabilities 2021: $0Net Assets 2021: $5,094,8222021Assets 2022: $5,055,809Liabilities 2022: $0Net Assets 2022: $5,055,8092022Assets 2023: $4,967,281Liabilities 2023: $0Net Assets 2023: $4,967,2812023Assets 2024: $438,397Liabilities 2024: $0Net Assets 2024: $438,3972024

Highlighted filing

2017

Assets$3,752,894
Liabilities$0
Net Assets$3,752,894
Open 2017 Filing

Operations Trend

Revenue Growth96th percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: -$89,509Expenses 2011: $125,778Net Income 2011: -$215,2872011Revenue 2012: $362,840Expenses 2012: $216,588Net Income 2012: $146,2522012Revenue 2013: $363,970Expenses 2013: $238,461Net Income 2013: $125,5092013Revenue 2014: $705,844Expenses 2014: $253,925Net Income 2014: $451,9192014Revenue 2015: $211,289Expenses 2015: $291,946Net Income 2015: -$80,6572015Revenue 2016: $94,692Expenses 2016: $275,241Net Income 2016: -$180,5492016Revenue 2017: $406,967Expenses 2017: $251,639Net Income 2017: $155,3282017Revenue 2018: $277,333Expenses 2018: $272,984Net Income 2018: $4,3492018Revenue 2019: $304,088Expenses 2019: $280,536Net Income 2019: $23,5522019Revenue 2020: $1,696,469Expenses 2020: $284,801Net Income 2020: $1,411,6682020Revenue 2021: $233,315Expenses 2021: $332,900Net Income 2021: -$99,5852021Revenue 2022: $256,185Expenses 2022: $295,198Net Income 2022: -$39,0132022Revenue 2023: $226,769Expenses 2023: $315,297Net Income 2023: -$88,5282023Revenue 2024: $1,919,165Expenses 2024: $6,448,049Net Income 2024: -$4,528,8842024

Highlighted filing

2017

Revenue$406,967
Expenses$251,639
Net Income$155,328
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Mar 20, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROSALYN G ROSENTHALTrustee-$0--
WILLIAM ROSENTHALTrustee-$0--
MARCIA COHENTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Rosenthal Foundation
EIN
75-1675127
In Care Of
% KATHY PHILLIPS
Phone
8178705001
Address
604 EAST 4TH STREET SUITE 201, FORT WORTH, TX 76102

Signing Officer

Name
Rosalyn G Rosenthal
Title
Trustee
Phone
8178705001
Signed
2018-03-20
Discuss with paid preparer
Yes

Preparer

Firm
Michael Sonsino Pc
Address
5117 PINE ST, BELLAIRE, TX 77401
Preparer
Michael Sonsino
Phone
7133583870
Raw XML Appendix335 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/PersonNm0ROSALYN G ROSENTHAL
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0604 EAST 4TH ST STE 201
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0FORT WORTH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd076102
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0KATHY PHILLIPS
IRS990PF/StatementsRegardingActyGrp/PhoneNum08178705001
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NOT APPLICABLE
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0EM ROSENTHAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt050000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt350000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL FUNDING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL FUNDING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL FUNDING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL FUNDING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ALL SAINTS HEALTH FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1THE CHAMBER MUSIC SOCIETY OF FORT WORTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2FORT WORTH ZOOLOGICAL ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3TEXAS BALLET THEATER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NOT RELATED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NOT RELATED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NOT RELATED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NOT RELATED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01400 EIGHTH AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12501 PARKVIEW DRIVE SUITE 317E
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21989 COLONIAL PARKWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31540 MALL CIRCLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0FORT WORTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1FORT WORTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2FORT WORTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3FORT WORTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd076104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd176102
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd276110
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd376116
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NA
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0210000
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/AppliedToCurrentYearAmt04081
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0205919
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0218718
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02013
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0210000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0214637
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0205919
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt030
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt036940
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt036940
TaxesSchedule/TaxesDetail/Amt01140
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES ON DIVIDENDS
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01140
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROSALYN G ROSENTHAL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08178705001
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-03-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ROSENTHAL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROSE
ReturnHeader/Filer/EIN0751675127
ReturnHeader/Filer/InCareOfNm0% KATHY PHILLIPS
ReturnHeader/Filer/PhoneNum08178705001
ReturnHeader/Filer/USAddress/AddressLine1Txt0604 EAST 4TH STREET SUITE 201
ReturnHeader/Filer/USAddress/CityNm0FORT WORTH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd076102
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0668944F9230F2081AC61616A1C15C71649903B9B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId01E0A609B838AEC86F4A543CFC02BF54C4A20DDCB
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId076428020180895000004
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-03-30
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt097.65.238.146
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MICHAEL SONSINO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05117 PINE ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BELLAIRE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077401
ReturnHeader/PreparerPersonGrp/PhoneNum07133583870
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL SONSINO
ReturnHeader/ReturnTs02018-03-30T10:05:57-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,752,894
Liabilities
$0
Net assets
$3,752,894
Revenue
$406,967
Expenses
$251,639
Net income
$155,328
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$1.92$6.45$4.53
2023Detailed filing. Detailed filing data is available for this year.$4.97$0.00$4.97$0.23$0.32$0.09
2022Detailed filing. Detailed filing data is available for this year.$5.06$0.00$5.06$0.26$0.30$0.04
2021Detailed filing. Detailed filing data is available for this year.$5.09$0.00$5.09$0.23$0.33$0.10
2020Detailed filing. Detailed filing data is available for this year.$5.19$0.00$5.19$1.70$0.28$1.41
2019Detailed filing. Detailed filing data is available for this year.$3.78$0.00$3.78$0.30$0.28$0.02
2018Detailed filing. Detailed filing data is available for this year.$3.76$0.00$3.76$0.28$0.27$0.00
2017Detailed filing. Detailed filing data is available for this year.$3.75$0.00$3.75$0.41$0.25$0.16
2016Detailed filing. Detailed filing data is available for this year.$3.60$0.00$3.60$0.09$0.28$0.18
2015Summary only. Only limited summary data is available for this year.$3.78$0.00$0.21$0.29$0.08
2014Summary only. Only limited summary data is available for this year.$3.86$0.00$0.71$0.25$0.45
2013Summary only. Only limited summary data is available for this year.$3.41$0.00$0.36$0.24$0.13
2012Summary only. Only limited summary data is available for this year.$3.28$0.00$0.36$0.22$0.15
2011Summary only. Only limited summary data is available for this year.$3.14$0.00$0.09$0.13$0.22