Civic Intelligence

The Richard W Rupp Foundation

990PF • Fiscal year 2018 • EIN 16-1551594

Jan 01, 2018 to Dec 31, 2018 • Filed on May 09, 2019

4476 Main Street Suite 108Amherst, NY 14226

(716) 332-3739

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.00x

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

2018 filings • NTEE T • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

62nd percentile

0.00x

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

2018 filings • NTEE T • $5M-$10M nonprofits • Source year 2018

Net Margin

50th percentile

17%

Higher net margin than 50% of similar nonprofits.

2018 filings • NTEE T • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

80th percentile

$45,000

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 5.4% of source-year revenue.

2018 filings • NTEE T • $5M-$10M nonprofits • Source year 2018

Asset Growth

7th percentile

-13%

Faster asset growth than 7% of similar nonprofits.

2018 filings • NTEE T • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

48th percentile

-0.2%

Faster revenue growth than 48% of similar nonprofits.

2018 filings • NTEE T • $5M-$10M nonprofits • Annualized from 2017 to 2018

Assets

Down

$9,514,990

Down $1,447,042 (-13%) from 2017

Net Assets

Down

$9,514,990

Down $1,447,042 (-13%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Down

$835,073

Down $1,518 (-0.2%) from 2017

Expenses

Up

$691,829

Up $94,136 (+16%) from 2017

Net Income

Down

$143,244

Down $95,654 (-40%) from 2017

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2010: $9,495,257Liabilities 2010: $0Net Assets 2010: $9,495,2572010Assets 2011: $8,581,157Liabilities 2011: $0Net Assets 2011: $8,581,1572011Assets 2012: $9,203,058Liabilities 2012: $12012Assets 2013: $10,318,059Liabilities 2013: $0Net Assets 2013: $10,318,0592013Assets 2014: $10,190,323Liabilities 2014: $0Net Assets 2014: $10,190,3232014Assets 2015: $9,467,818Liabilities 2015: $0Net Assets 2015: $9,467,8182015Assets 2016: $9,775,324Liabilities 2016: $0Net Assets 2016: $9,775,3242016Assets 2017: $10,962,032Liabilities 2017: $0Net Assets 2017: $10,962,0322017Assets 2018: $9,514,990Liabilities 2018: $0Net Assets 2018: $9,514,9902018Assets 2019: $11,067,921Liabilities 2019: $0Net Assets 2019: $11,067,9212019Assets 2020: $12,377,213Liabilities 2020: $0Net Assets 2020: $12,377,2132020Assets 2021: $13,236,991Liabilities 2021: $0Net Assets 2021: $13,236,9912021Assets 2022: $9,766,849Liabilities 2022: $0Net Assets 2022: $9,766,8492022Assets 2023: $11,042,160Liabilities 2023: $0Net Assets 2023: $11,042,1602023Assets 2024: $11,795,064Liabilities 2024: $0Net Assets 2024: $11,795,0642024

Highlighted filing

2018

Assets$9,514,990
Liabilities$0
Net Assets$9,514,990

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2010: $470,4642010Expenses 2011: $525,6592011Revenue 2012: $218,050Expenses 2012: $550,711Net Income 2012: -$332,6612012Revenue 2013: $440,304Expenses 2013: $567,265Net Income 2013: -$126,9612013Revenue 2014: $543,831Expenses 2014: $583,324Net Income 2014: -$39,4932014Revenue 2015: $418,702Expenses 2015: $603,354Net Income 2015: -$184,6522015Revenue 2016: $365,388Expenses 2016: $582,193Net Income 2016: -$216,8052016Revenue 2017: $836,591Expenses 2017: $597,693Net Income 2017: $238,8982017Revenue 2018: $835,073Expenses 2018: $691,829Net Income 2018: $143,2442018Revenue 2019: $600,176Expenses 2019: $665,380Net Income 2019: -$65,2042019Revenue 2020: $698,193Expenses 2020: $691,034Net Income 2020: $7,1592020Revenue 2021: $1,575,169Expenses 2021: $725,967Net Income 2021: $849,2022021Revenue 2022: $826,222Expenses 2022: $755,984Net Income 2022: $70,2382022Revenue 2023: $412,133Expenses 2023: $621,019Net Income 2023: -$208,8862023Revenue 2024: $1,063,991Expenses 2024: $658,209Net Income 2024: $405,7822024

Highlighted filing

2018

Revenue$835,073
Expenses$691,829
Net Income$143,244
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 9, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRISTINA D RUPPDirectorPT$45,000-$45,000
SUSAN S RUPPDirectorPT$45,000-$45,000
WILLIAM R RUPPDirectorPT$45,000-$45,000
PETER J BREVORKADirectorPT$0--
Filing and Contact Details

Filer

Filer Name
The Richard W Rupp Foundation
EIN
16-1551594
Phone
7163323739
Address
4476 MAIN STREET SUITE 108, AMHERST, NY 14226

Signing Officer

Name
William Rupp
Title
Director
Phone
7163323739
Signed
2019-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Tronconi Segarra & Associates Llp
Address
8321 MAIN STREET, WILLIAMSVILLE, NY 14221
Preparer
Diane M Straka CPA
Phone
7166331373
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6523981
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6626685
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6723916
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt689460
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6916097
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7023246
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7123308
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5610863
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5813201
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt635076
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6626685
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6723916
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt689460
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6916097
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7023246
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7123308
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0SILVER WHEATON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1A P MOLLAR-MAERSK A/S
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2ADOBE SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3AGCO CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4ALLERGAN PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5ALNYLAM PHARMACEUTICALS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6AMAZON.COM, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7APTIV PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8ARISTA NETWORKS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9ASHTEAD GROUP PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10BIO RAD LABORATORIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11BRAMBLES LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12CHINA MOBILE LTD SPON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13COSTCO WHOLESALE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14CREDIT AGRICOLE CA ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15DEUTSCHE TELEKOM AG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16ECOLAB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17ELECTRONIC ARTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18EOG RESOURCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19EQUINOR ASA SPON ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20GARDNER DENVER HLDGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21GLAXO SMITHKLINE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22HESS CORP INTERGRATED DEVICE TECH INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23INVESTORS BANCORP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24IRONWOOD PHARMACEUTICALS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25JOHNSON & JOHNSON COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26KAO CORP REPSTG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27KION GROUP AG EUR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28LABORATROY CORP AMER HOLDINGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29LANXESS AG EUR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30LEXICON PHARMACEUTICALS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31LILLY ELI & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32LINDE PLC EUR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33LIVANOVA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34MAKITA CORP ADR JAPAN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35MARSH & MCLENNAN COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36MEDICIENES CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37METLIFE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38MICRON TECHNOLOGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39MINEBEA CO LTD ORD ORD JPY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40NASPERS LTD SPON ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41NORDEA BANK SWED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42NOVARTIS AG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43PING AN INSURANCE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44PINNACLE FINACIAL PARTNERS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45PRICE T ROWE GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47PTC INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48ROYAL DSM N V SPON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49SAGE GROUP PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50SALESFORCE COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51SAP SE SPON ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52SCHLUMBERGER LTD NETHERLANDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53SHIN ETSU CHECM CO LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54SHIRE PLC SPON ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55SIMON PPTY GROUP INC SBI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56SONY CORP ADR NEW JAPAN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57SOUTHWEST AIRLIEN CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58SPECTRIS PLC GBP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59SUMITOMO MITSUI FINANCIAL SPON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60TAIWAN SEMICONDUCTOR MFG CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61TAKEDA PHARMACEUTICAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62TELENOR ASA ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63TENCENT MUSIC ENTMT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64THK CO LTD ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65TJX COS INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66UNILEVER NV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68US BANCORP DEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69VISA INC CL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70WALT DISNEY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71ZURICH INS GROUP LTD
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0261764
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0261764
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt011225
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1127602
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt239149
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt330914
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt431256
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt539800
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt660967
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt761830
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt896939
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt950039
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt10368862
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1158800
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt12584078
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt13757309
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt14204260
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt15187488
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1641261
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1742111
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1862084
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt19315724

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$11.8$0.00$11.8$1.06$0.66$0.41
2023Detailed filing. Detailed filing data is available for this year.$11.0$0.00$11.0$0.41$0.62$0.21
2022Detailed filing. Detailed filing data is available for this year.$9.77$0.00$9.77$0.83$0.76$0.07
2021Detailed filing. Detailed filing data is available for this year.$13.2$0.00$13.2$1.58$0.73$0.85
2020Detailed filing. Detailed filing data is available for this year.$12.4$0.00$12.4$0.70$0.69$0.01
2019Detailed filing. Detailed filing data is available for this year.$11.1$0.00$11.1$0.60$0.67$0.07
2018Detailed filing. Detailed filing data is available for this year.$9.51$0.00$9.51$0.84$0.69$0.14
2017Detailed filing. Detailed filing data is available for this year.$11.0$0.00$11.0$0.84$0.60$0.24
2016Detailed filing. Detailed filing data is available for this year.$9.78$0.00$9.78$0.37$0.58$0.22
2015Detailed filing. Detailed filing data is available for this year.$9.47$0.00$9.47$0.42$0.60$0.18
2014Detailed filing. Detailed filing data is available for this year.$10.2$0.00$10.2$0.54$0.58$0.04
2013Detailed filing. Detailed filing data is available for this year.$10.3$0.00$10.3$0.44$0.57$0.13
2012Summary only. Only limited summary data is available for this year.$9.20$0.00$0.22$0.55$0.33
2011Detailed filing. Detailed filing data is available for this year.$8.58$0.00$8.58$0.53
2010Detailed filing. Detailed filing data is available for this year.$9.50$0.00$9.50$0.47