Civic Intelligence

Roselo Foundation

990PF • Fiscal year 2022 • EIN 98-0396129

Jan 01, 2022 to Dec 31, 2022 • Filed on May 10, 2023

4441 Mcintosh Park Drive 610Sarasota, FL 34232-6545

(409) 502-7330

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

29th percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

27th percentile

-9.2%

Higher net margin than 27% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

6th percentile

-23%

Faster asset growth than 6% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

12th percentile

-51%

Faster revenue growth than 12% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Assets

Down

$3,233,927

Down $941,873 (-23%) from 2021

Net Assets

Down

$3,233,927

Down $941,873 (-23%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Down

$209,465

Down $214,600 (-51%) from 2021

Expenses

Down

$228,674

Down $15,159 (-6.2%) from 2021

Net Income

Down

-$19,209

Down $199,441 (-111%) from 2021

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $2,366,931Liabilities 2011: $02011Assets 2012: $2,502,913Liabilities 2012: $02012Assets 2013: $2,935,881Liabilities 2013: $02013Assets 2014: $2,973,080Liabilities 2014: $02014Assets 2015: $2,848,777Liabilities 2015: $02015Assets 2016: $2,845,831Liabilities 2016: $0Net Assets 2016: $2,845,8312016Assets 2017: $3,187,536Liabilities 2017: $0Net Assets 2017: $3,187,5362017Assets 2018: $2,844,925Liabilities 2018: $0Net Assets 2018: $2,844,9252018Assets 2019: $3,364,597Liabilities 2019: $0Net Assets 2019: $3,364,5972019Assets 2020: $3,802,327Liabilities 2020: $0Net Assets 2020: $3,802,3272020Assets 2021: $4,175,800Liabilities 2021: $0Net Assets 2021: $4,175,8002021Assets 2022: $3,233,927Liabilities 2022: $0Net Assets 2022: $3,233,9272022

Highlighted filing

2022

Assets$3,233,927
Liabilities$0
Net Assets$3,233,927

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $148,476Expenses 2011: $152,693Net Income 2011: -$4,2172011Revenue 2012: $67,615Expenses 2012: $150,504Net Income 2012: -$82,8892012Revenue 2013: $230,208Expenses 2013: $150,371Net Income 2013: $79,8372013Revenue 2014: $213,819Expenses 2014: $170,295Net Income 2014: $43,5242014Revenue 2015: $224,232Expenses 2015: $168,048Net Income 2015: $56,1842015Revenue 2016: $110,335Expenses 2016: $175,756Net Income 2016: -$65,4212016Revenue 2017: $135,253Expenses 2017: $179,634Net Income 2017: -$44,3812017Revenue 2018: $125,844Expenses 2018: $208,891Net Income 2018: -$83,0472018Revenue 2019: $220,591Expenses 2019: $193,715Net Income 2019: $26,8762019Revenue 2020: $137,397Expenses 2020: $217,541Net Income 2020: -$80,1442020Revenue 2021: $424,065Expenses 2021: $243,833Net Income 2021: $180,2322021Revenue 2022: $209,465Expenses 2022: $228,674Net Income 2022: -$19,2092022

Highlighted filing

2022

Revenue$209,465
Expenses$228,674
Net Income-$19,209
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 10, 2023
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JONATHAN RANDALTrusteePT$0--
JULIE MONINTrustee-$0--
JEAN LOTrustee-$0--
ISABELLE HARTTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantWADI ASSOCIATION FOR CRISIS ASSISTANCESEE EXPENDITURE RESPONSIBILITY REPORTNCFRANFURT AM MAIN, GM$140,000
Paid GrantACTIVE ENGLISH SCHOOLSEE EXPENDITURE RESPONSIBILITY REPORTNCYENISEHIRDIYARBAKIR, TU$28,800
Paid GrantREFUGEE AND IMMIGRANT FUNDTO HELP REFUGEES START A NEW LIFE BY PROVIDING LEGAL AND PSYCHOSOCIAL SUPPORTPCASTORIA, NY, US$7,500
Filing and Contact Details

Filer

Filer Name
Roselo Foundation
EIN
98-0396129
Phone
4095027330
Address
4441 MCINTOSH PARK DRIVE 610, SARASOTA, FL 34232-6545

Signing Officer

Name
Jonathan Randal
Title
Trustee
Phone
4095027330
Signed
2023-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Moss Adams Llp
Address
999 THIRD AVENUE SUITE 2800, SEATTLE, WA 98104
Preparer
Colleen Ramires
Phone
2063026500
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt1THE FOUNDATION PROVIDES GRANT FUNDS TO WADI'S MOBILE TEAMS IN IRAQ FOR THE EDUCATION OF ITS CITIZENS AND RELIEF OF THE POOR. A TOTAL OF 122,114 PEOPLE WERE DIRECT BENEFICIARIES OF THE PROGRAMS DURING 2021, ALMOST EXCLUSIVELY WOMEN AND CHILDREN.1. CITIZEN TO CITIZEN CORONA CAMPAIGN- 2,900 FACE MASKS DISTRIBUTED- 1,140 POSTERS, 12,000 BROCHURES DISTRIBUTED, 600 FLOOR STICKERS APPLIED- 337 AWARENESS SEMINARS W/ 4280 PARTICIPANTS, 12 ONLINE COUNSELINGS2. COMBATING AND LIVING WITH FGM- 139 FGM AWARENESS SEMINARS WITH 815 PARTICIPANTS- 52 LIVING WITH FGM TRAININGS WITH 549 PARTICIPANTS3. SUPPORT FOR YAZIDI ISIS SURVIVORS- 106,633 BENEFICIARIES- 155 COURSES FOR YAZIDI ORPHANS, 3400 PARTICIPANTS4. ENVIRONMENT PROTECTION KEEP KURDISTAN GREEN- 235 SEMINARS, 6323 STUDENTS AND 114 PARENTS PARTICIPATED- 13 MEDIA COVERAGES: 5 ARTICLES IN KURDISH ONLINE PUBLICATIONS
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt2THE FOUNDATION PROVIDES GRANT FUNDS TO PROVIDE ASSISTANCE TO THE ACTIVE ENGLISH LANGUAGE SCHOOL. THE SCHOOL IS BUILT ON THE ELEMENTARY AND PRE-INTERMEDIATE LEVEL; IT EXTENDS THE RANGE OF ANALYTIC, READING, WRITING, ORAL COMMUNICATION, AND THINKING SKILLS THAT STUDENTS NEED FOR SUCCESS IN FUTURE LANGUAGE NEEDS. IN THE COURSE STUDENTS STUDIED AND INTERPRETED CHALLENGING TEXTS FROM NOVELS, POEMS, PLAYS, AND OPINION PIECES. AN IMPORTANT FOCUS WAS THE THOUGHTFUL USE OF SPOKEN AND WRITTEN LANGUAGE. TWENTY STUDENTS ATTENDED THE SCHOOL DURING 2022.
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6AMN ELEC POWER CO
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10AUTOMATIC DATA PROC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13BECTON DICKINSON CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14BIOMARIN PHARMACEUTICALS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15BLACKROCK INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38DELAWARE EMERGING MKTS FUND CL INSTL CL
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40EATON CORP PLC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43ELECTRONIC ARTS IN DEL
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90PHILIP MORRIS INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91PNC FINCL SERVICES GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92PPG INDUSTRIES INC SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94QUANTA SERVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95SERAPTA THERAPEUTICS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96SERVICENOW INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100TEXAS INSTRUMENTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101TRANE TECHNOLOGIES PLC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103UNITED PARCEL SVC CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104UNITEDHEALTH GROUP INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106VALERO ENERGY CORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107VERIZON COMMUNICATNS COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108VISA INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm109WALMART INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm110WASTE MANAGEMENT INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111WEC ENERGY GROUP INC SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm112WELLS FARGO& CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm113XCEL ENERGY INC

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