Civic Intelligence

Rosmann Family Foundation

EIN 86-6492330 • Grafton, WI

2151 East River RoadGrafton, WI 53024
Siviq Scores

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

Liabilities / Assets

43rd percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Net Margin

3rd percentile

-241%

Higher net margin than 3% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

60th percentile

$3,500

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 13.5% of source-year revenue.

$500k-$1M nonprofits • Source year 2024

Asset Growth

29th percentile

-3.7%

Faster asset growth than 29% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

32nd percentile

-3.7%

Faster revenue growth than 32% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Down

$739,919

Down $28,360 (-3.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$739,919

Down $28,360 (-3.7%) from 2023

Operations
Liabilities / Revenue44th percentileNet Margin3rd percentile

Revenue

Down

$25,893

Down $1,007 (-3.7%) from 2023

Expenses

Up

$88,324

Up $27,115 (+44%) from 2023

Net Income

Down

-$62,431

Down $28,122 (-82%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth29th percentile

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

$1.0M$500K$0Assets 2021: $820,347Liabilities 2021: $0Net Assets 2021: $820,3472021Assets 2022: $794,155Liabilities 2022: $0Net Assets 2022: $794,1552022Assets 2023: $768,279Liabilities 2023: $0Net Assets 2023: $768,2792023Assets 2024: $739,919Liabilities 2024: $0Net Assets 2024: $739,9192024

Highlighted filing

2024

Assets$739,919
Liabilities$0
Net Assets$739,919
Open 2024 Filing

Operations Trend

Revenue Growth32nd percentile

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

$1.0M$500K$0-$500KRevenue 2021: $984,165Expenses 2021: $46,611Net Income 2021: $937,5542021Revenue 2022: $32,100Expenses 2022: $62,189Net Income 2022: -$30,0892022Revenue 2023: $26,900Expenses 2023: $61,209Net Income 2023: -$34,3092023Revenue 2024: $25,893Expenses 2024: $88,324Net Income 2024: -$62,4312024

Highlighted filing

2024

Revenue$25,893
Expenses$88,324
Net Income-$62,431
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$739,919
Liabilities
$0
Net assets
$739,919
Revenue
$25,893
Expenses
$88,324
Net income
-$62,431
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.40$0.00$7.40$0.26$0.88$0.62
2023Detailed filing. Detailed filing data is available for this year.$7.68$0.00$7.68$0.27$0.61$0.34
2022Detailed filing. Detailed filing data is available for this year.$7.94$0.00$7.94$0.32$0.62$0.30
2021Detailed filing. Detailed filing data is available for this year.$8.20$0.00$8.20$9.84$0.47$9.38
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 23, 2024
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CLEMENT ROSMANNTrustee-$3,500-$3,500
DAVID ROSMANNTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Rosmann Family Foundation
EIN
86-6492330
Phone
2628536541
Address
2151 EAST RIVER ROAD, GRAFTON, WI 53024

Signing Officer

Name
Clement Rosmann
Title
Trustee
Phone
2628536541
Signed
2024-06-23
Discuss with paid preparer
Yes

Preparer

Firm
RD LINDER & ASSOCIATES CPA'S
Address
1556 N FARWELL AVE, MILWAUKEE, WI 53202-2366
Preparer
Robyn Linder
Phone
4142259780
Raw XML Appendix321 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0PROGRAMS FOR VULNERABLE KIDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1HUMAN CONCERNS PROGRAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CURES AND CARE FOR CYSTIC FIBROSIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3PROMOTE ETHNIC CULTURES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4CURES AND CARE FOR HEART DISEASE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0OUR NEXT GENERATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1MILWAUKEE CENTRAL SDA CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2CYSTIC FIBROSIS FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3MILWAUKEE WORLD FESTIVAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4AMERICAN HEART ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0HEART AND STROKE BALL MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUB CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt03421 W LISBON AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12229 N TERRACE AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2400 S EXECUTIVE DR 109
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3639 E SUMMERFEST PLACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4275 W WISCONSIN AVE 230
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2BROOKFIELD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd053208
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd153202
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd253005
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd353202
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd453203
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt077031
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/AppliedToCurrentYearAmt041885
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt041885
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt011031
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt03981
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt050158
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt035146
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt011031
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt03981
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt077031
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt035146
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt050158
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt015012
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt04239
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt04239
OtherIncreasesSchedule/OtherIncreasesDetail/Amt034071
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ADJ TO STEPPED UP BASIS IN ON HAND DONATED FUNDS
TaxesSchedule/TaxesDetail/Amt0559
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX PD ON INVESTMENT INC
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0559
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CLEMENT ROSMANN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02628536541
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-06-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROSMANN FAMILY FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O CLEMENT ROSMANN TRUSTEE
ReturnHeader/Filer/BusinessNameControlTxt0ROSM
ReturnHeader/Filer/EIN0866492330
ReturnHeader/Filer/PhoneNum02628536541
ReturnHeader/Filer/USAddress/AddressLine1Txt02151 EAST RIVER ROAD
ReturnHeader/Filer/USAddress/CityNm0GRAFTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053024
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RD LINDER & ASSOCIATES CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01556 N FARWELL AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MILWAUKEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0532022366
ReturnHeader/PreparerPersonGrp/PhoneNum04142259780
ReturnHeader/PreparerPersonGrp/PreparationDt02025-07-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBYN LINDER
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-07-09T15:57:06-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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