Civic Intelligence

Phalarope Foundation C/O Kozusko Harris Duncan

990PF • Fiscal year 2011 • EIN 04-6729068

Jan 01, 2011 to Dec 31, 2011 • Filed on Aug 06, 2012

Organization Profile
30 Rockefeller Plaza10112
Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2011 filings • $1M-$5M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

65th percentile

$0

Higher top officer pay than 65% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Source year 2011

Asset Growth

22nd percentile

-5.5%

Faster asset growth than 22% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$2,366,565

Down $137,943 (-5.5%) from 2010

Net Assets

Down

$2,366,565

Down $137,943 (-5.5%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$354,903

Up $83,271 (+31%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $2,504,508Liabilities 2010: $0Net Assets 2010: $2,504,5082010Assets 2011: $2,366,565Liabilities 2011: $0Net Assets 2011: $2,366,5652011Assets 2012: $2,476,045Liabilities 2012: $844Net Assets 2012: $2,475,2012012Assets 2013: $2,552,155Liabilities 2013: $0Net Assets 2013: $2,552,1552013Assets 2014: $2,580,580Liabilities 2014: $0Net Assets 2014: $2,580,5802014Assets 2015: $2,597,780Liabilities 2015: $0Net Assets 2015: $2,597,7802015Assets 2016: $2,497,056Liabilities 2016: $0Net Assets 2016: $2,497,0562016Assets 2017: $2,462,524Liabilities 2017: $0Net Assets 2017: $2,462,5242017Assets 2018: $2,716,663Liabilities 2018: $0Net Assets 2018: $2,716,6632018Assets 2019: $2,738,163Liabilities 2019: $0Net Assets 2019: $2,738,1632019Assets 2020: $2,758,155Liabilities 2020: $0Net Assets 2020: $2,758,1552020Assets 2021: $3,075,415Liabilities 2021: $0Net Assets 2021: $3,075,4152021Assets 2022: $3,024,257Liabilities 2022: $0Net Assets 2022: $3,024,2572022Assets 2023: $3,932,010Liabilities 2023: $0Net Assets 2023: $3,932,0102023Assets 2024: $3,736,383Liabilities 2024: $0Net Assets 2024: $3,736,3832024

Highlighted filing

2011

Assets$2,366,565
Liabilities$0
Net Assets$2,366,565
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $271,6322010Expenses 2011: $354,9032011Expenses 2012: $281,9202012Revenue 2013: $399,777Expenses 2013: $322,823Net Income 2013: $76,9542013Revenue 2014: $418,676Expenses 2014: $390,251Net Income 2014: $28,4252014Revenue 2015: $374,633Expenses 2015: $357,433Net Income 2015: $17,2002015Revenue 2016: $254,663Expenses 2016: $355,387Net Income 2016: -$100,7242016Revenue 2017: $333,998Expenses 2017: $368,530Net Income 2017: -$34,5322017Revenue 2018: $358,018Expenses 2018: $103,879Net Income 2018: $254,1392018Revenue 2019: $390,562Expenses 2019: $369,062Net Income 2019: $21,5002019Revenue 2020: $522,548Expenses 2020: $502,556Net Income 2020: $19,9922020Revenue 2021: $698,523Expenses 2021: $381,263Net Income 2021: $317,2602021Revenue 2022: $268,151Expenses 2022: $324,318Net Income 2022: -$56,1672022Revenue 2023: $1,178,564Expenses 2023: $270,811Net Income 2023: $907,7532023Revenue 2024: $104,266Expenses 2024: $299,552Net Income 2024: -$195,2862024

Highlighted filing

2011

Revenue-
Expenses$354,903
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Aug 6, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay65th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD T WATSONTrustee-$0--
STUART P DAVIDSONTrustee-$0--
WINTHROP RUTHERFURD JRTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantACUMEN FUNDGENERAL-NEW YORK, NY, US$110,000
Paid GrantREDFGENERAL-SAN FRANCISCO, CA, US$100,000
Paid GrantIDEOorgGENERAL-Palo Alto, CA, US$100,000
Filing and Contact Details

Filer

EIN
04-6729068
Raw XML Appendix365 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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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1944 SHS MICROSOFT
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock25000 SHS TECCINO CAFFE, INC.
InvestmentsOtherSchedule2/InvestmentsOther/BookValue0131264
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InvestmentsOtherSchedule2/InvestmentsOther/BookValue276613
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem05500 FUND, LP
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02011-12-20
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0RICHARD T WATSON
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11101 UNIVERSITY AVENUE - 4TH FLOOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine12C/O WHITE CASE LLP
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IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProceedsOrNetIncome0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount0110000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount1100000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount2100000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10ACUMEN FUND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11REDF
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12IDEOorg
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1074 TRINITY PLACE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11631 HOWARD STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12100 Forest Avenue
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine209TH FLOOR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine21SUITE 320
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0NEW YORK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1SAN FRANCISCO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2Palo Alto
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode010006
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode194105
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode294301
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear0310000
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear0169460
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0169460
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1048628
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2073559
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3023207
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear405362
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear503658
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear503658
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0291296
IRS990PF/UndistributedIncome/ExcessFromCurrentYear0140540
IRS990PF/UndistributedIncome/ExcessFromYear1048628
IRS990PF/UndistributedIncome/ExcessFromYear2073559
IRS990PF/UndistributedIncome/ExcessFromYear3023207
IRS990PF/UndistributedIncome/ExcessFromYear405362
IRS990PF/UndistributedIncome/PriorYear102009
IRS990PF/UndistributedIncome/PriorYear202008
IRS990PF/UndistributedIncome/PriorYear302007
IRS990PF/UndistributedIncome/QualifyingDistributions0310000
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus0140540
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus0294954
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0154414
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
OtherExpensesSchedule/OtherExpenses/Description0FILING FEES
OtherExpensesSchedule/OtherExpenses/Description1PORTFOLIO DEDUCTIONS THRU PART
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome0500
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome133499
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0500
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks133499
OtherIncomeSchedule2/OtherIncome/Description0Rockefeller Global Equity
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome035
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks035
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount01514
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0NORTHERN TRUST CUSTODY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome01514
TaxesSchedule/Taxes/Amount05235
TaxesSchedule/Taxes/Category0FOREIGN INCOME TAXES ON INVEST
TaxesSchedule/Taxes/Category1CURRENT YEAR - EXCISE TAX
TaxesSchedule/Taxes/NetInvestmentIncome05235
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0046729068
ReturnHeader/Filer/InCareOfName0% WENDY GOLDNER
ReturnHeader/Filer/Name/BusinessNameLine10PHALAROPE FOUNDATION
ReturnHeader/Filer/Name/BusinessNameLine20C/O ROCKEFELLER & CO INC
ReturnHeader/Filer/NameControl0PHAL
ReturnHeader/Filer/Phone02125495370
ReturnHeader/Filer/USAddress/AddressLine1030 ROCKEFELLER PLAZA
ReturnHeader/Filer/USAddress/City0NEW YORK
ReturnHeader/Filer/USAddress/State0NY
ReturnHeader/Filer/USAddress/ZIPCode010112
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02012-08-06
ReturnHeader/Officer/Name0WINTHROP RUTHERFORD JR
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Rockefeller & Co Inc
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1030 Rockefeller Pl - Rm 5600
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0New York
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0NY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode010112
ReturnHeader/Preparer/Name0Wendy S Goldner
ReturnHeader/Preparer/Phone02125495100
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-09-11T09:57:53-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,366,565
Liabilities
$0
Net assets
$2,366,565
Revenue
-
Expenses
$354,903
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.74$0.00$3.74$0.10$0.30$0.20
2023Detailed filing. Detailed filing data is available for this year.$3.93$0.00$3.93$1.18$0.27$0.91
2022Detailed filing. Detailed filing data is available for this year.$3.02$0.00$3.02$0.27$0.32$0.06
2021Detailed filing. Detailed filing data is available for this year.$3.08$0.00$3.08$0.70$0.38$0.32
2020Detailed filing. Detailed filing data is available for this year.$2.76$0.00$2.76$0.52$0.50$0.02
2019Detailed filing. Detailed filing data is available for this year.$2.74$0.00$2.74$0.39$0.37$0.02
2018Detailed filing. Detailed filing data is available for this year.$2.72$0.00$2.72$0.36$0.10$0.25
2017Detailed filing. Detailed filing data is available for this year.$2.46$0.00$2.46$0.33$0.37$0.03
2016Detailed filing. Detailed filing data is available for this year.$2.50$0.00$2.50$0.25$0.36$0.10
2015Detailed filing. Detailed filing data is available for this year.$2.60$0.00$2.60$0.37$0.36$0.02
2014Detailed filing. Detailed filing data is available for this year.$2.58$0.00$2.58$0.42$0.39$0.03
2013Detailed filing. Detailed filing data is available for this year.$2.55$0.00$2.55$0.40$0.32$0.08
2012Detailed filing. Detailed filing data is available for this year.$2.48$0.00$2.48$0.28
2011Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$0.35
2010Detailed filing. Detailed filing data is available for this year.$2.50$0.00$2.50$0.27