Juliet Rosenthal Foundation Inc
Juliet Rosenthal Foundation consistently grows assets with zero reported officer compensation.
EIN: 136161085 · New York, NY · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $7.8M |
| Total Expenses | $947K |
| Program Spending | 90% |
| CEO/Top Officer Pay | $10 |
| Net Assets | $10.8M |
| Transparency Score | 85/100 |
Is Juliet Rosenthal Foundation Inc Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Juliet Rosenthal Foundation Inc directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Juliet Rosenthal Foundation Inc
Juliet Rosenthal Foundation Inc (EIN: 136161085) is a nonprofit organization based in New York, NY. The organization reported total revenue of $7.8M and total assets of $12.2M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Juliet Rosenthal Foundation Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Juliet Rosenthal Foundation Inc is a mid-size nonprofit that has been operating for 71 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 5.2%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $1.2M |
| Total Expenses | $947K |
| Surplus / Deficit | +$223K |
| Total Assets | $10.8M |
| Total Liabilities | $1 |
| Net Assets | $10.8M |
| Operating Margin | 19.1% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 136.6 months |
Financial Health Grade: A
In 2023, Juliet Rosenthal Foundation Inc reported a surplus of $223K with revenue exceeding expenses, holds 136.6 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).
Financial Trends
Over 10 years of filings (2011–2023), Juliet Rosenthal Foundation Inc's revenue has grown at a compound annual growth rate (CAGR) of 5.2%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +8.9% | -2.2% | +2.5% |
| 2022 | -49.4% | -9.9% | +1.0% |
| 2021 | +100.7% | +24.9% | +11.2% |
| 2020 | -6.9% | +8.2% | +2.8% |
| 2019 | +10.9% | +40.8% | +17.8% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1270 |
| IRS Ruling Date | 1955 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Transparency Report
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Juliet Rosenthal Foundation Inc with a Mission Score of 85 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Spending Breakdown
- admin: 10%
- programs: 90%
- fundraising: 0%
According to IRS 990 filings, Juliet Rosenthal Foundation Inc allocates its expenses as follows: admin: 10%, programs: 90%, fundraising: 0%. With 90% directed toward programs, this reflects a strong commitment to its charitable mission.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $223K, with revenue exceeding expenses.
- Debt-to-asset ratio: 0.0%.
Executive Compensation Analysis
Executive compensation has been consistently reported as 0% across all available filings, indicating that the organization's leadership either serves on a volunteer basis or is compensated through other means not categorized as officer compensation, which is highly unusual for an organization with assets exceeding $10 million.
Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.
Red Flags
The following concerns were identified during AI analysis of Juliet Rosenthal Foundation Inc's IRS 990 filings:
- Lack of detailed program/admin/fundraising expense breakdown in summary data
- NTEE code is unknown, making it difficult to assess mission alignment without further research
- Consistently 0% officer compensation for an organization with over $10M in assets is unusual and warrants further inquiry into how leadership is supported or structured.
Strengths
The following positive indicators were identified for Juliet Rosenthal Foundation Inc:
- Consistent asset growth, from $6,012,276 in 2011 to $10,782,138 in 2023.
- Revenue consistently exceeds expenses, indicating financial sustainability.
- Minimal liabilities, often reported as $1, demonstrating strong financial health.
- Zero reported officer compensation across all filings, suggesting high efficiency in leadership costs.
- Consistent filing history of 10 IRS 990 forms, indicating good transparency practices.
Frequently Asked Questions about Juliet Rosenthal Foundation Inc
Is Juliet Rosenthal Foundation Inc a legitimate charity?
Juliet Rosenthal Foundation Inc (EIN: 136161085) is a registered tax-exempt nonprofit based in New York. Our AI analysis gives it a Mission Score of 85/100. It has 10 years of IRS 990 filings on record. Total revenue: $7.8M. 3 red flags identified. 5 strengths noted. Financial health grade: A.
How does Juliet Rosenthal Foundation Inc spend its money?
Juliet Rosenthal Foundation Inc directs 90% of its spending to programs and services. This exceeds the 65% industry benchmark.
Are donations to Juliet Rosenthal Foundation Inc tax-deductible?
Juliet Rosenthal Foundation Inc is registered as a tax-exempt nonprofit (EIN: 136161085). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
How much does the Juliet Rosenthal Foundation Inc CEO make?
Juliet Rosenthal Foundation Inc's highest-compensated officer earns $10 annually. The organization reported $7.8M in total revenue. Executive compensation data is disclosed in IRS 990 filings.
Where is Juliet Rosenthal Foundation Inc located?
Juliet Rosenthal Foundation Inc is headquartered in New York, New York and files with the IRS under EIN 136161085.
How many years of IRS 990 filings does Juliet Rosenthal Foundation Inc have?
Juliet Rosenthal Foundation Inc has 10 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $7.8M in total revenue.
Is Juliet Rosenthal Foundation Inc a good charity?
Based on the provided data, the Juliet Rosenthal Foundation Inc appears to be a financially sound organization with consistent asset growth and a notable absence of officer compensation, suggesting strong dedication to its mission. Its financial stability and low liabilities are positive indicators.
What is the primary mission of the Juliet Rosenthal Foundation Inc?
The provided data does not specify the NTEE code or the detailed mission of the Juliet Rosenthal Foundation Inc. Further investigation into their public mission statement or detailed 990 filings would be needed to understand their specific programmatic focus.
How does the foundation manage to operate with 0% officer compensation?
The consistent reporting of 0% officer compensation suggests that the foundation's leadership may be entirely volunteer-based, or that compensation for key personnel is structured in a way that is not reported under 'officer compensation' on the 990 form. This is an unusual but potentially highly efficient operational model.
What are the trends in the foundation's revenue and expenses?
The foundation's revenue has generally exceeded its expenses over the past decade, allowing for consistent asset growth. For example, in 2023, revenue was $1,170,485 against expenses of $947,309. There was a notable spike in revenue in 2021 to $2,124,108, while expenses remained relatively stable around $1 million annually in recent years.
Filing History
IRS 990 filing history for Juliet Rosenthal Foundation Inc showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), Juliet Rosenthal Foundation Inc's revenue has grown by 84.1%, moving from $636K to $1.2M. Total assets increased by 79.3% over the same period, from $6.0M to $10.8M. Total functional expenses rose by 71.1%, from $554K to $947K. In its most recent filing year (2023), Juliet Rosenthal Foundation Inc reported a surplus of $223K, with revenue exceeding expenses. The organization holds $1 in liabilities against $10.8M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $10.8M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $1.2M | $947K | $10.8M | $1 | — | — |
| 2022 | $1.1M | $968K | $10.5M | $1 | — | View 990 |
| 2021 | $2.1M | $1.1M | $10.4M | $1 | — | View 990 |
| 2020 | $1.1M | $861K | $9.4M | $1 | — | View 990 |
| 2019 | $1.1M | $795K | $9.1M | $1 | — | View 990 |
| 2015 | $1.0M | $565K | $7.7M | $0 | — | View 990 |
| 2014 | $1.1M | $554K | $7.3M | $0 | — | View 990 |
| 2013 | $1.0M | $500K | $6.7M | $0 | — | View 990 |
| 2012 | $731K | $542K | $6.2M | $0 | — | View 990 |
| 2011 | $636K | $554K | $6.0M | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $1.2M, expenses of $947K, and assets of $10.8M (revenue +8.9% year-over-year).
- 2022: Revenue of $1.1M, expenses of $968K, and assets of $10.5M (revenue -49.4% year-over-year).
- 2021: Revenue of $2.1M, expenses of $1.1M, and assets of $10.4M (revenue +100.7% year-over-year).
- 2020: Revenue of $1.1M, expenses of $861K, and assets of $9.4M (revenue -6.9% year-over-year).
- 2019: Revenue of $1.1M, expenses of $795K, and assets of $9.1M (revenue +10.9% year-over-year).
- 2015: Revenue of $1.0M, expenses of $565K, and assets of $7.7M (revenue -5.2% year-over-year).
- 2014: Revenue of $1.1M, expenses of $554K, and assets of $7.3M (revenue +3.4% year-over-year).
- 2013: Revenue of $1.0M, expenses of $500K, and assets of $6.7M (revenue +43.3% year-over-year).
- 2012: Revenue of $731K, expenses of $542K, and assets of $6.2M (revenue +14.9% year-over-year).
- 2011: Revenue of $636K, expenses of $554K, and assets of $6.0M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Juliet Rosenthal Foundation Inc:
Data Sources and Methodology
This transparency report for Juliet Rosenthal Foundation Inc is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.