Civic Intelligence

The Rosen Memorial Fund Inc

EIN 83-1279196 • 501(c)3 • Monsey, NY

Profile

To provide financial assitance and support to widows, orphens and other needy individuels in the local community, as well as to other charitable, religious, and educational organizations.

5 Oak Glen RdMonsey, NY 10952

na

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

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

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

28th percentile

-37%

Higher net margin than 28% of similar nonprofits.

NTEE T20 • <$500k nonprofits • Source year 2023

Top Officer Pay

92nd percentile

$0

Higher top officer pay than 92% of similar nonprofits.

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

NTEE T20 • <$500k nonprofits • Source year 2023

Asset Growth

33rd percentile

-11%

Faster asset growth than 33% of similar nonprofits.

NTEE T20 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

44th percentile

-5.0%

Faster revenue growth than 44% of similar nonprofits.

NTEE T20 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$124,920

Down $15,825 (-11%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$124,920

Down $15,825 (-11%) from 2022

Operations
Liabilities / RevenueScore unavailableNet Margin28th percentile

Revenue

Down

$42,714

Down $2,229 (-5.0%) from 2022

Expenses

Up

$58,539

Up $23,521 (+67%) from 2022

Net Income

Down

-$15,825

Down $25,750 (-259%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth33rd percentile

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

$600K$400K$200K$0Assets 2018: $394,918Liabilities 2018: $0Net Assets 2018: $394,9182018Assets 2019: $465,993Liabilities 2019: $0Net Assets 2019: $465,9932019Assets 2020: $225,803Liabilities 2020: $0Net Assets 2020: $225,8032020Assets 2021: $130,817Net Assets 2021: $130,8172021Assets 2022: $140,745Net Assets 2022: $140,7452022Assets 2023: $124,920Net Assets 2023: $124,9202023

Highlighted filing

2023

Assets$124,920
Liabilities-
Net Assets$124,920
Open 2023 Filing

Operations Trend

Revenue Growth44th percentile

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

$1.0M$500K$0-$500KRevenue 2018: $426,507Expenses 2018: $31,589Net Income 2018: $394,9182018Revenue 2019: $138,967Expenses 2019: $67,892Net Income 2019: $71,0752019Revenue 2020: $476,068Expenses 2020: $716,258Net Income 2020: -$240,1902020Revenue 2021: $85,511Expenses 2021: $180,497Net Income 2021: -$94,9862021Revenue 2022: $44,943Expenses 2022: $35,018Net Income 2022: $9,9252022Revenue 2023: $42,714Expenses 2023: $58,539Net Income 2023: -$15,8252023

Highlighted filing

2023

Revenue$42,714
Expenses$58,539
Net Income-$15,825
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$124,920
Liabilities
-
Net assets
$124,920
Revenue
$42,714
Expenses
$58,539
Net income
-$15,825
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$1.25$1.25$0.43$0.59$0.16
2022Detailed filing. Detailed filing data is available for this year.$1.41$1.41$0.45$0.35$0.10
2021Detailed filing. Detailed filing data is available for this year.$1.31$1.31$0.86$1.80$0.95
2020Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$4.76$7.16$2.40
2019Detailed filing. Detailed filing data is available for this year.$4.66$0.00$4.66$1.39$0.68$0.71
2018Detailed filing. Detailed filing data is available for this year.$3.95$0.00$3.95$4.27$0.32$3.95
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 14, 2024
Return Version
2023v5.0
Gross Receipts
$42,714
Mission and Program Overview

Mission

To provide financial assitance and support to widows, orphens and other needy individuels in the local community, as well as to other charitable, religious, and educational organizations.

Program Services

DescriptionGrantsExpenses
TO PROVIDE FINANCIAL ASSITANCE AND SUPPORT TO WIDOWS, ORPHENS AND OTHER NEEDY INDIVIDUELS IN THE LOCAL COMMUNITY, AS WELL AS TO OTHER CHARITABLE, RELIGIOUS, AND EDUCATIONAL ORGANIZATIONS.$56,700$58,109
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BINYOMIN BERKOWITTZDirector-$0--
HANINA SUSSHOLZDirector-$0--
SHIA LEBRECHTDirector-$0--
YOEL STERNGOLDDirector-$0--
ABRAHAM SPIRADirector-$0--
Filing and Contact Details

Filer

Filer Name
The Rosen Memorial Fund Inc
EIN
83-1279196
Phone
8456592114
Address
5 OAK GLEN RD, MONSEY, NY 10952

Signing Officer

Name
Yoel Sterngold
Title
Director
Phone
8456592114
Signed
2024-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Solomon Hirsch CPA Pc
Address
21 REMSEN AVE SUITE 302, MONSEY, NY 10952
Preparer
Perry Dinter
Phone
8455174222
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Cash contribution: 56,700”

Form 990-ez, Part III

“To provide financial assitance and support to widows, orphens and other needy individuels in the local community, as well as to other charitable, religious, and educational organizations.”

Raw XML Appendix140 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PersonNm0YOEL STERNGOLD
IRS990EZ/BooksInCareOfDetail/PhoneNum08456592114
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05 OAK GLEN ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MONSEY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd010952
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0140745
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0124920
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt042602
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-15825
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01839
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0140745
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0124920
IRS990EZ/GrantsAndSimilarAmountsPaidAmt056700
IRS990EZ/GrossReceiptsAmt042714
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0112
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0140745
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0124920
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0140745
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0124920
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BINYOMIN BERKOWITTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1HANINA SUSSHOLZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SHIA LEBRECHT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3YOEL STERNGOLD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ABRAHAM SPIRA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE FINANCIAL ASSITANCE AND SUPPORT TO WIDOWS, ORPHENS AND OTHER NEEDY INDIVIDUELS IN THE LOCAL COMMUNITY, AS WELL AS TO OTHER CHARITABLE, RELIGIOUS, AND EDUCATIONAL ORGANIZATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE FINANCIAL ASSITANCE AND SUPPORT TO WIDOWS, ORPHENS AND OTHER NEEDY INDIVIDUELS IN THE LOCAL COMMUNITY, AS WELL AS TO OTHER CHARITABLE, RELIGIOUS, AND EDUCATIONAL ORGANIZATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt056700
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt058109
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt058539
IRS990EZ/TotalProgramServiceExpensesAmt058109
IRS990EZ/TotalRevenueAmt042714
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0NA
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt042602
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt044914
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt085492
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0475987
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0138745
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0787740
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0112
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt029
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt019
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0160
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0303
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99980
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0787740
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt042602
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt044914
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt085492
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0475987
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0138745
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0787740
IRS990ScheduleA/TotalSupportAmt0787900
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CASH CONTRIBUTION: 56,700
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO PROVIDE FINANCIAL ASSITANCE AND SUPPORT TO WIDOWS, ORPHENS AND OTHER NEEDY INDIVIDUELS IN THE LOCAL COMMUNITY, AS WELL AS TO OTHER CHARITABLE, RELIGIOUS, AND EDUCATIONAL ORGANIZATIONS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0YOEL STERNGOLD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08456592114
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ROSEN MEMORIAL FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0ROSE
ReturnHeader/Filer/EIN0831279196
ReturnHeader/Filer/PhoneNum08456592114
ReturnHeader/Filer/USAddress/AddressLine1Txt05 OAK GLEN RD
ReturnHeader/Filer/USAddress/CityNm0MONSEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010952
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0133762892
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SOLOMON HIRSCH CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt021 REMSEN AVE SUITE 302
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MONSEY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010952
ReturnHeader/PreparerPersonGrp/PhoneNum08455174222
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PERRY DINTER
ReturnHeader/ReturnTs02024-11-14T20:08:13-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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