Civic Intelligence

Phalarope Foundation C/O Kozusko Harris Duncan

990PF • Fiscal year 2012 • EIN 04-6729068

Jan 01, 2012 to Dec 31, 2012 • Filed on Sep 06, 2013

Organization Profile
30 Rockefeller PlazaSuite 560010112
Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

Higher debt load relative to assets than 29% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

73rd percentile

$5,252

Higher top officer pay than 73% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Source year 2012

Asset Growth

65th percentile

4.6%

Faster asset growth than 65% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$2,476,045

Up $109,480 (+4.6%) from 2011

Net Assets

Up

$2,475,201

Up $108,636 (+4.6%) from 2011

Liabilities

Up

$844

Up $844 from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$281,920

Down $72,983 (-21%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth65th 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

2012

Assets$2,476,045
Liabilities$844
Net Assets$2,475,201
Open 2012 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

2012

Revenue-
Expenses$281,920
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Sep 6, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WINTHROP RUTHERFURD JRTrustee-$5,252-$5,252
STUART P DAVIDSONTrustee-$0--
REBECCA DENTTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantREDFGENERAL-SAN FRANCISCO, CA, US$130,000
Paid GrantACUMEN FUNDGENERAL-NEW YORK, NY, US$100,000
Filing and Contact Details

Filer

EIN
04-6729068
Raw XML Appendix347 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/NameOfStock0MERCK
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15000 SHS TECCINO CAFFE, INC.
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0STUART P DAVIDSON
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2REBECCA DENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10101 UNIVERSITY AVENUE - 4TH FLOOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11C/O WHITE CASE LLP
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine12C O KOZUSKO HARRIS DUNCAN
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10ACUMEN FUND
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1074 TRINITY PLACE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11631 HOWARD STREET
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/State0NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode010006
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode194105
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear0230000
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/AppliedToCurrentYear0162603
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0162603
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear10140540
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2048628
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3073559
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4023207
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear505362
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear505362
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0353331
IRS990PF/UndistributedIncome/ExcessFromCurrentYear067397
IRS990PF/UndistributedIncome/ExcessFromYear10140540
IRS990PF/UndistributedIncome/ExcessFromYear2048628
IRS990PF/UndistributedIncome/ExcessFromYear3073559
IRS990PF/UndistributedIncome/ExcessFromYear4023207
IRS990PF/UndistributedIncome/PriorYear102010
IRS990PF/UndistributedIncome/PriorYear202009
IRS990PF/UndistributedIncome/PriorYear302008
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions0230000
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus067397
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus0358693
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0291296
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
OtherExpensesSchedule/OtherExpenses/Description0FILING FEES
OtherExpensesSchedule/OtherExpenses/Description1PORTFOLIO DEDUCTIONS THRU PART
OtherExpensesSchedule/OtherExpenses/Description2OTHER INCOME THRU PART
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome0380
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome133433
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome2694
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0380
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks133433
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks2694
OtherIncomeSchedule2/OtherIncome/Description0Rockefeller Global Equity
OtherLiabilitiesSchedule/OtherLiabilities/Description0CASH OVERDRAFT
OtherLiabilitiesSchedule/OtherLiabilities/EOYBookValue0844
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount01129
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0NORTHERN TRUST CUSTODY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome01129
TaxesSchedule/Taxes/Amount03725
TaxesSchedule/Taxes/Category0FOREIGN INCOME TAXES ON INVEST
TaxesSchedule/Taxes/NetInvestmentIncome03725
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/AddressLine20Suite 5600
ReturnHeader/Filer/USAddress/City0NEW YORK
ReturnHeader/Filer/USAddress/State0NY
ReturnHeader/Filer/USAddress/ZIPCode010112
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-09-06
ReturnHeader/Officer/Name0WINTHROP RUTHERFURD JR
ReturnHeader/Officer/Phone02128198268
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/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-09-16T08:45:48-05:00

Document Assets

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,476,045
Liabilities
$844
Net assets
$2,475,201
Revenue
-
Expenses
$281,920
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