Civic Intelligence

Ruthy and Steven Rosenberg Charitable Foundation

990PF • Fiscal year 2011 • EIN 75-2376470

Jan 01, 2011 to Dec 31, 2011 • Filed on May 03, 2012

Organization Profile
12124 Madeleine Circle75230
Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2011 filings • $500k-$1M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

2011 filings • $500k-$1M nonprofits • Source year 2011

Asset Growth

54th percentile

1.0%

Faster asset growth than 54% of similar nonprofits.

2011 filings • $500k-$1M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$513,785

Up $5,072 (+1.0%) from 2010

Net Assets

Up

$513,785

Up $5,072 (+1.0%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$10,645

Up $6,287 (+144%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$600K$400K$200K$0Assets 2010: $508,713Liabilities 2010: $0Net Assets 2010: $508,7132010Assets 2011: $513,785Liabilities 2011: $0Net Assets 2011: $513,7852011Assets 2012: $492,375Liabilities 2012: $0Net Assets 2012: $492,3752012Assets 2013: $517,887Liabilities 2013: $0Net Assets 2013: $517,8872013Assets 2014: $0Liabilities 2014: $0Net Assets 2014: $02014

Highlighted filing

2011

Assets$513,785
Liabilities$0
Net Assets$513,785
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500K-$1.0MExpenses 2010: $4,3582010Expenses 2011: $10,6452011Expenses 2012: $23,0212012Revenue 2013: $54,208Expenses 2013: $28,696Net Income 2013: $25,5122013Revenue 2014: $53,176Expenses 2014: $571,063Net Income 2014: -$517,8872014

Highlighted filing

2011

Revenue-
Expenses$10,645
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 3, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEVEN P ROSENBERGPres/Director-$0--
RUTHY F ROSENBERGSec/Treas/Director-$0--
ELIEZER ROSENBREGDirector-$0--
ARIELA ROSENBERGDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantAMERICAN FRIENDS OF GENESIS JERUSALEMGENERALNONENEW YORK, NY, US$5,000
Filing and Contact Details

Filer

EIN
75-2376470
Raw XML Appendix366 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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InvestmentsOtherSchedule2/InvestmentsOther/BookValue0120000
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0TWM HEDGE FUND OFFSHORE PARTNERS
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV0103760
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV0AT COST
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4PIMCO TOTAL RETURN INST
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IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears00
IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0NO SPECIFIC FORM IS REQUIRED. APPLICATION SHOULD INDICATE NAME, ADDRESS, PHONE NUMBER AND EIN OF ORGANIZATION. APPLICATION SHOULD INCLUDE TAX STATUS, TYPE OF CHARITABLE ORGANIZATION, LIST OF THE BOARD OF DIRECTORS. APPLICATION SHOULD INDICATE THE INTENDED USE OF GRANT MONEY AND ANY OTHER RELEVANT INFORMATION
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0RUTHY F OR STEVEN P ROSENBERG
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber09723858830
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine1012124 MADELEINE CIRCLE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0DALLAS
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0TX
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode075230
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0GRANTS ARE NOT MADE TO INDIVIDUALS. GRANTS ARE ONLY MADE TO QUALIFYING 501(C)3 ORGANIZATIONS, EDUCATIONAL OR RELIGIOUS ENTITIES.
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0NONE
IRS990PF/SupplementaryInformation/ContributingManager0STEVEN P ROSENBERG
IRS990PF/SupplementaryInformation/ContributingManager1RUTHY F ROSENBERG
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount05000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10AMERICAN FRIENDS OF GENESIS JERUSALEM
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10277 BROADWAY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0NEW YORK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode010007
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear05000
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear05000
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted024351
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions05000
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus00
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover00
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY019351
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount01389
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0TWM MANAGEMENT FEE
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps00
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome01389
TaxesSchedule/Taxes/Amount02650
TaxesSchedule/Taxes/Amount1106
TaxesSchedule/Taxes/Category0FEDERAL INCOME TAXES
TaxesSchedule/Taxes/Category1FOREIGN TAXES
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/DisbursementsCharitablePrps10
TaxesSchedule/Taxes/NetInvestmentIncome00
TaxesSchedule/Taxes/NetInvestmentIncome1106
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0752376470
ReturnHeader/Filer/Name/BusinessNameLine10RUTHY AND STEVEN ROSENBERG CHARITABLE FOUNDATION
ReturnHeader/Filer/NameControl0RUTH
ReturnHeader/Filer/Phone09723858830
ReturnHeader/Filer/USAddress/AddressLine1012124 MADELEINE CIRCLE
ReturnHeader/Filer/USAddress/City0DALLAS
ReturnHeader/Filer/USAddress/State0TX
ReturnHeader/Filer/USAddress/ZIPCode075230
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02012-05-03
ReturnHeader/Officer/Name0STEVEN ROSENBERG
ReturnHeader/Officer/Phone09723858830
ReturnHeader/Officer/Title0PRESIDENT
ReturnHeader/PreparerFirm/EIN0752873095
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10TOLLESON PRIVATE WEALTH MANAGEMENT LP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine105500 PRESTON ROAD SUITE 250
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0DALLAS
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0TX
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode075205
ReturnHeader/Preparer/Name0AMY ARMSTRONG
ReturnHeader/Preparer/Phone02142523250
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-05-03T16:27:16-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$513,785
Liabilities
$0
Net assets
$513,785
Revenue
-
Expenses
$10,645
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2014Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.53$5.71$5.18
2013Detailed filing. Detailed filing data is available for this year.$5.18$0.00$5.18$0.54$0.29$0.26
2012Detailed filing. Detailed filing data is available for this year.$4.92$0.00$4.92$0.23
2011Detailed filing. Detailed filing data is available for this year.$5.14$0.00$5.14$0.11
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.09$0.00$5.09$0.04