Civic Intelligence

The Rothman Family Foundation

EIN 90-2373194 • West Palm Beach, FL

CO Ea 505 South Flagler Dr 900West Palm Beach, FL 33401
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 2023

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2023

Net Margin

14th percentile

-67%

Higher net margin than 14% of similar nonprofits.

<$500k nonprofits • Source year 2023

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2023

Asset Growth

42nd percentile

-7.3%

Faster asset growth than 42% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

29th percentile

-26%

Faster revenue growth than 29% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$188,212

Down $14,833 (-7.3%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$188,212

Down $14,833 (-7.3%) from 2022

Operations
Liabilities / Revenue66th percentileNet Margin14th percentile

Revenue

Down

$22,047

Down $7,585 (-26%) from 2022

Expenses

Up

$36,880

Up $10,012 (+37%) from 2022

Net Income

Down

-$14,833

Down $17,597 (-637%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth42nd percentile

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

$300K$200K$100K$0Assets 2022: $203,045Liabilities 2022: $0Net Assets 2022: $203,0452022Assets 2023: $188,212Liabilities 2023: $0Net Assets 2023: $188,2122023

Highlighted filing

2023

Assets$188,212
Liabilities$0
Net Assets$188,212
Open 2023 Filing

Operations Trend

Revenue Growth29th percentile

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

$40K$20K$0-$20KRevenue 2022: $29,632Expenses 2022: $26,868Net Income 2022: $2,7642022Revenue 2023: $22,047Expenses 2023: $36,880Net Income 2023: -$14,8332023

Highlighted filing

2023

Revenue$22,047
Expenses$36,880
Net Income-$14,833
Open 2023 Filing

Filings

Most recent year

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

Open filing
Assets
$188,212
Liabilities
$0
Net assets
$188,212
Revenue
$22,047
Expenses
$36,880
Net income
-$14,833
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.22$0.37$0.15
2022Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$0.30$0.27$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Feb 3, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WENDY H ROTHMANTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Rothman Family Foundation
EIN
90-2373194
Phone
9175380552
Address
CO EA 505 SOUTH FLAGLER DR 900, WEST PALM BEACH, FL 33401

Signing Officer

Name
Wendy Rothman
Title
Trustee
Phone
9175380552
Signed
2025-02-03
Discuss with paid preparer
Yes

Preparer

Firm
Eisner Advisory Group LLC
Address
505 SOUTH FLAGLER DRIVE SUITE 900, WEST PALM BEACH, FL 33401
Preparer
Lilach Fisher
Phone
5618329292
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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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt05030 BROADWAY SUITE 657
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt15 MAPLE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 22539
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1KENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010034
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd106757
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd2100872539
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt033500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt023102
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt023102
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0546
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt012399
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt02714
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt08798
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt036545
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt012088
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0546
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt012399
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02714
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt08798
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt035190
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt012088
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt036545
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt024457
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt10
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DIV/INT RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1OTHER RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt051
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt14560
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt051
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt14560
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt07300
OtherIncomeSchedule2/OtherIncomeDetail/Desc0UBS 4515
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt07300
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt07300
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WENDY ROTHMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09175380552
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ROTHMAN FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROTH
ReturnHeader/Filer/EIN0902373194
ReturnHeader/Filer/PhoneNum09175380552
ReturnHeader/Filer/USAddress/AddressLine1Txt0CO EA 505 SOUTH FLAGLER DR 900
ReturnHeader/Filer/USAddress/CityNm0WEST PALM BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033401
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0871353108
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EISNER ADVISORY GROUP LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0505 SOUTH FLAGLER DRIVE SUITE 900
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WEST PALM BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033401
ReturnHeader/PreparerPersonGrp/PhoneNum05618329292
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LILACH FISHER
ReturnHeader/ReturnTs02025-02-04T10:36:55-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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