Civic Intelligence

Martin B Rosen Family Foundation

EIN 81-4805377 • W Conshohocken, PA

Pub. 78 Eligible
1122 Riverview LaneW Conshohocken, PA 19428
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

<$500k nonprofits • Source year 2024

Asset Growth

37th percentile

-13%

Faster asset growth than 37% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

4th percentile

-100%

Faster revenue growth than 4% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$20,806

Down $3,000 (-13%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

Down

$20,806

Down $3,000 (-13%) from 2023

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$0

Down $11 (-100%) from 2023

Expenses

Up

$3,000

Up $3,000 from 2023

Net Income

Down

-$3,000

Down $3,011 (-27373%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth37th percentile

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

$60K$40K$20K$0Assets 2019: $42,816Liabilities 2019: $1Net Assets 2019: $42,8162019Assets 2020: $37,836Liabilities 2020: $1Net Assets 2020: $37,8362020Assets 2021: $33,795Liabilities 2021: $1Net Assets 2021: $33,7952021Assets 2022: $23,795Liabilities 2022: $1Net Assets 2022: $23,7952022Assets 2023: $23,806Liabilities 2023: $1Net Assets 2023: $23,8062023Assets 2024: $20,806Liabilities 2024: $0Net Assets 2024: $20,8062024

Highlighted filing

2024

Assets$20,806
Liabilities$0
Net Assets$20,806
Open 2024 Filing

Operations Trend

Revenue Growth4th percentile

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

$20K$10K$0-$10K-$20KRevenue 2019: $31Expenses 2019: $6,000Net Income 2019: -$5,9692019Revenue 2020: $20Expenses 2020: $5,000Net Income 2020: -$4,9802020Revenue 2021: $10Expenses 2021: $15,000Net Income 2021: -$14,9902021Revenue 2022: $1Expenses 2022: $10,000Net Income 2022: -$9,9992022Revenue 2023: $11Expenses 2023: $0Net Income 2023: $112023Revenue 2024: $0Expenses 2024: $3,000Net Income 2024: -$3,0002024

Highlighted filing

2024

Revenue$0
Expenses$3,000
Net Income-$3,000
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$20,806
Liabilities
$0
Net assets
$20,806
Revenue
$0
Expenses
$3,000
Net income
-$3,000
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$20.8$0.00$20.8$0.00$3.00$3.00
2023Detailed filing. Detailed filing data is available for this year.$23.8$0.00$23.8$0.01$0.00$0.01
2022Detailed filing. Detailed filing data is available for this year.$23.8$0.00$23.8$0.00$10.0$10.00
2021Detailed filing. Detailed filing data is available for this year.$33.8$0.00$33.8$0.01$15.0$15.0
2020Detailed filing. Detailed filing data is available for this year.$37.8$0.00$37.8$0.02$5.00$4.98
2019Detailed filing. Detailed filing data is available for this year.$42.8$0.00$42.8$0.03$6.00$5.97
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 8, 2024
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARTIN B ROSENPresident-$0--
Filing and Contact Details

Filer

Filer Name
Martin B Rosen Family Foundation
EIN
81-4805377
Phone
2152621847
Address
1122 RIVERVIEW LANE, W CONSHOHOCKEN, PA 19428

Signing Officer

Name
Martin B Rosen
Title
President
Phone
2152621847
Signed
2024-05-08

Preparer

Firm
Harvey Ballard & Bornstein LLC
Address
800 LANCASTER AVE STE T2, BERWYN, PA 19312-1780
Preparer
Ryan M Bornstein
Phone
6104088388
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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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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MARTIN B ROSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
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ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-08
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-08
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ReturnHeader/ReturnTs02025-05-08T14:29:23-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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