Civic Intelligence

Robert Rosen Private Foundation

990PF • Fiscal year 2023 • EIN 85-6741746

Jan 01, 2023 to Dec 31, 2023 • Filed on May 15, 2024

Organization Profile
175 Commodore DrJupiter, FL 33477

(212) 643-8700

Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

Higher debt load relative to assets than 61% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

Higher debt load relative to revenue than 60% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

81st percentile

30%

Higher net margin than 81% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

99th percentile

3986%

Faster asset growth than 99% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

92nd percentile

153%

Faster revenue growth than 92% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$39,877

Up $38,901 (+3986%) from 2022

Net Assets

Up

$39,877

Up $38,901 (+3986%) from 2022

Liabilities

Down

$0

Down $1 (-100%) from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin81st percentile

Revenue

Up

$129,445

Up $78,360 (+153%) from 2022

Expenses

Up

$90,544

Up $15,851 (+21%) from 2022

Net Income

Up

$38,901

Up $62,509 (+265%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth99th percentile

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

$40K$30K$20K$10K$0Assets 2020: $5,676Liabilities 2020: $1Net Assets 2020: $5,6762020Assets 2021: $24,584Liabilities 2021: $1Net Assets 2021: $24,5842021Assets 2022: $976Liabilities 2022: $1Net Assets 2022: $9762022Assets 2023: $39,877Liabilities 2023: $0Net Assets 2023: $39,8772023Assets 2024: $1,316Liabilities 2024: $0Net Assets 2024: $1,3162024

Highlighted filing

2023

Assets$39,877
Liabilities$0
Net Assets$39,877
Open 2023 Filing

Operations Trend

Revenue Growth92nd percentile

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

$150K$100K$50K$0-$50KRevenue 2020: $25,750Expenses 2020: $20,074Net Income 2020: $5,6762020Revenue 2021: $51,408Expenses 2021: $32,500Net Income 2021: $18,9082021Revenue 2022: $51,085Expenses 2022: $74,693Net Income 2022: -$23,6082022Revenue 2023: $129,445Expenses 2023: $90,544Net Income 2023: $38,9012023Revenue 2024: $78,046Expenses 2024: $116,607Net Income 2024: -$38,5612024

Highlighted filing

2023

Revenue$129,445
Expenses$90,544
Net Income$38,901
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 15, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT ROSENOfficerPT$0--
Filing and Contact Details

Filer

Filer Name
Robert Rosen Private Foundation
EIN
85-6741746
Phone
2126438700
Address
175 COMMODORE DR, JUPITER, FL 33477

Signing Officer

Name
Robert Rosen
Title
Officer
Phone
9089648300
Signed
2024-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Schulman Lobel Llp
Address
1001 AVENUE OF THE AMERICAS, NEW YORK, NY 10018
Preparer
Vincent Capodanno
Phone
2128685781
Raw XML Appendix285 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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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT ROSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum09089648300
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROBERT ROSEN PRIVATE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0856741746
ReturnHeader/Filer/PhoneNum02126438700
ReturnHeader/Filer/USAddress/AddressLine1Txt0175 COMMODORE DR
ReturnHeader/Filer/USAddress/CityNm0JUPITER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033477
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0223840651
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SCHULMAN LOBEL LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01001 AVENUE OF THE AMERICAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010018
ReturnHeader/PreparerPersonGrp/PhoneNum02128685781
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0VINCENT CAPODANNO
ReturnHeader/ReturnTs02024-05-15T15:04:49-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBERT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ROSEN
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$39,877
Liabilities
$0
Net assets
$39,877
Revenue
$129,445
Expenses
$90,544
Net income
$38,901
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.78$1.17$0.39
2023Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$1.29$0.91$0.39
2022Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.51$0.75$0.24
2021Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$0.51$0.33$0.19
2020Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$0.26$0.20$0.06