Civic Intelligence

Lee Romney Foundation Inc Mark Romney Trustee

EIN 13-3187997

3 West Main Street No 10110533
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 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2013

Net Margin

99th percentile

196%

Higher net margin than 99% of similar nonprofits.

<$500k nonprofits • Source year 2013

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

<$500k nonprofits • Source year 2010

Asset Growth

13th percentile

-96%

Faster asset growth than 13% of similar nonprofits.

<$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2012 to 2013

Assets

Down

$10,197

Down $274,736 (-96%) from 2012

Liabilities

Flat

$0

Flat from 2012

Net Assets

-

No earlier filing loaded for comparison.

Revenue

Down

-$140,039

Down $160,778 (-775%) from 2012

Expenses

Up

$134,697

Up $7,925 (+6.3%) from 2012

Net Income

Down

-$274,736

Down $168,703 (-159%) from 2012

Trend Graphs

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2010: $368,241Liabilities 2010: $0Net Assets 2010: $368,2412010Assets 2011: $390,966Liabilities 2011: $12011Assets 2012: $284,933Liabilities 2012: $02012Assets 2013: $10,197Liabilities 2013: $02013

Highlighted filing

2013

Assets$10,197
Liabilities$0
Net Assets-

Operations Trend

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

$200K$0-$200K-$400KExpenses 2010: $5,8392010Revenue 2011: $29,165Expenses 2011: $6,440Net Income 2011: $22,7252011Revenue 2012: $20,739Expenses 2012: $126,772Net Income 2012: -$106,0332012Revenue 2013: -$140,039Expenses 2013: $134,697Net Income 2013: -$274,7362013

Highlighted filing

2013

Revenue-$140,039
Expenses$134,697
Net Income-$274,736

Filings

Latest Detailed Filing

The latest 2013 filing currently has summary financial data only. Showing the latest detailed filing from 2010 below.

Jump To
Filing Snapshot
Filing Period
Dec 1, 2009 to Nov 30, 2010
Signed
Oct 17, 2011
Return Version
2009v1.7
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARK ROMNEYTreas/Director-$0--
MARTIN GREIFSec/Director-$0--
SUSAN ROMNEYPres/Director-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantFrick CollectionUNRESTRICTED FOR DONEE'S EXEMPT PURPOSE501(C)(3)NEW YORK, NY, US$200
Paid GrantUniversity of MichiganUNRESTRICTED FOR DONEE'S EXEMPT PURPOSE501(C)(3)ANN HARBOR, MI, US$100
Filing and Contact Details

Filer

EIN
13-3187997
Raw XML AppendixShowing 400 of 441 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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ExpenditureResponsibilityStmt/ExpenditureResponsibility/AmountExpendedByGrantee37487
ExpenditureResponsibilityStmt/ExpenditureResponsibility/AnyDiversionByGrantee0THE FOUNDATION HAS ACKNOWLEDGED NO DIVERSION BY THE GRANTEE ON THE GRANT.
ExpenditureResponsibilityStmt/ExpenditureResponsibility/AnyDiversionByGrantee1THE FOUNDATION HAS ACKNOWLEDGED NO DIVERSION BY THE GRANTEE ON THE GRANT.
ExpenditureResponsibilityStmt/ExpenditureResponsibility/AnyDiversionByGrantee2THE FOUNDATION HAS ACKNOWLEDGED NO DIVERSION BY THE GRANTEE ON THE GRANT.
ExpenditureResponsibilityStmt/ExpenditureResponsibility/AnyDiversionByGrantee3THE FOUNDATION HAS ACKNOWLEDGED NO DIVERSION BY THE GRANTEE ON THE GRANT.
ExpenditureResponsibilityStmt/ExpenditureResponsibility/BusinessName/BusinessNameLine10JAMES & R GARDNER FOUNDATION INC
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ExpenditureResponsibilityStmt/ExpenditureResponsibility/GrantPurpose0TO SUPPORT THE EXEMPT PURPOSE OF THE GRANTEE.
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IRS990ScheduleB/ContributorInfo/AggregateContributions0608
IRS990ScheduleB/ContributorInfo/AggregateContributions114875
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine10C/O RSM MCGLADREY 1185 6TH AVENUE
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine11C/O RSM MCGLADREY 1185 6TH AVENUE
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IRS990ScheduleB/ContributorInfo/ContributorNameIndividual0MARK ROMNEY
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual1MARK ROMNEY
IRS990ScheduleB/ContributorInfo/ContributorNumber01
IRS990ScheduleB/ContributorInfo/ContributorNumber12
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IRS990ScheduleB/NoncashProperty/ContributorNumberFromPartI02
IRS990ScheduleB/NoncashProperty/DateReceived02010-11-12
IRS990ScheduleB/NoncashProperty/FairMarketValue014875
IRS990ScheduleB/NoncashProperty/NoncashPropertyDescription0350 SHARES HEWLETT-PACKARD COMPANY
IRS990ScheduleB/Organization501c3ExemptPF0X
OtherExpensesSchedule/OtherExpenses/Description0CUSTODY FEE

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