Civic Intelligence

Rowe Family Foundation

990PF • Fiscal year 2014 • EIN 20-0721105

Jan 01, 2014 to Dec 31, 2014 • Filed on Aug 06, 2015

Foundation Source 501 Silverside RdSuite 123Wilmington, DE 19809-1377

(800) 839-1754

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

2014 filings • $25M-$50M nonprofits • Source year 2014

Liabilities / Revenue

12th percentile

0.00x

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

2014 filings • $25M-$50M nonprofits • Source year 2014

Net Margin

96th percentile

81%

Higher net margin than 96% of similar nonprofits.

2014 filings • $25M-$50M nonprofits • Source year 2014

Top Officer Pay

13th percentile

$0

Higher top officer pay than 13% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • $25M-$50M nonprofits • Source year 2014

Asset Growth

55th percentile

4.7%

Faster asset growth than 55% of similar nonprofits.

2014 filings • $25M-$50M nonprofits • Annualized from 2013 to 2014

Revenue Growth

20th percentile

-7.4%

Faster revenue growth than 20% of similar nonprofits.

2014 filings • $25M-$50M nonprofits • Annualized from 2013 to 2014

Assets

Up

$26,547,019

Up $1,200,265 (+4.7%) from 2013

Net Assets

Up

$26,547,019

Up $1,200,265 (+4.7%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Down

$1,478,433

Down $118,838 (-7.4%) from 2013

Expenses

Down

$278,168

Down $54,172 (-16%) from 2013

Net Income

Down

$1,200,265

Down $64,666 (-5.1%) from 2013

Historical Trend

Balance Sheet Trend

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

$40M$30M$20M$10M$0Assets 2011: $21,853,597Liabilities 2011: $02011Assets 2012: $24,081,823Liabilities 2012: $02012Assets 2013: $25,346,754Liabilities 2013: $0Net Assets 2013: $25,346,7542013Assets 2014: $26,547,019Liabilities 2014: $0Net Assets 2014: $26,547,0192014Assets 2015: $27,645,050Liabilities 2015: $0Net Assets 2015: $27,645,0502015Assets 2016: $32,290,338Liabilities 2016: $0Net Assets 2016: $32,290,3382016Assets 2017: $33,681,873Liabilities 2017: $0Net Assets 2017: $33,681,8732017Assets 2018: $33,694,874Liabilities 2018: $0Net Assets 2018: $33,694,8742018Assets 2019: $33,381,848Liabilities 2019: $0Net Assets 2019: $33,381,8482019Assets 2020: $33,281,902Liabilities 2020: $0Net Assets 2020: $33,281,9022020Assets 2021: $36,196,184Liabilities 2021: $0Net Assets 2021: $36,196,1842021Assets 2022: $35,317,388Liabilities 2022: $0Net Assets 2022: $35,317,3882022Assets 2023: $34,244,390Liabilities 2023: $0Net Assets 2023: $34,244,3902023Assets 2024: $34,124,941Liabilities 2024: $0Net Assets 2024: $34,124,9412024

Highlighted filing

2014

Assets$26,547,019
Liabilities$0
Net Assets$26,547,019

Operations Trend

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

$30M$20M$10M$0-$10MRevenue 2011: $20,277,686Expenses 2011: $351,965Net Income 2011: $19,925,7212011Revenue 2012: $2,569,583Expenses 2012: $341,357Net Income 2012: $2,228,2262012Revenue 2013: $1,597,271Expenses 2013: $332,340Net Income 2013: $1,264,9312013Revenue 2014: $1,478,433Expenses 2014: $278,168Net Income 2014: $1,200,2652014Revenue 2015: $1,401,673Expenses 2015: $303,642Net Income 2015: $1,098,0312015Revenue 2016: $6,229,848Expenses 2016: $1,584,560Net Income 2016: $4,645,2882016Revenue 2017: $3,428,872Expenses 2017: $2,037,337Net Income 2017: $1,391,5352017Revenue 2018: $698,430Expenses 2018: $685,429Net Income 2018: $13,0012018Revenue 2019: $1,267,382Expenses 2019: $1,580,408Net Income 2019: -$313,0262019Revenue 2020: $894,836Expenses 2020: $994,782Net Income 2020: -$99,9462020Revenue 2021: $4,753,755Expenses 2021: $1,839,473Net Income 2021: $2,914,2822021Revenue 2022: $1,146,753Expenses 2022: $2,025,549Net Income 2022: -$878,7962022Revenue 2023: $1,053,662Expenses 2023: $2,126,660Net Income 2023: -$1,072,9982023Revenue 2024: $1,708,979Expenses 2024: $1,828,428Net Income 2024: -$119,4492024

Highlighted filing

2014

Revenue$1,478,433
Expenses$278,168
Net Income$1,200,265
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Aug 6, 2015
Return Version
2014v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Abigail M RoweVP / Director-$0--
John W RowePres / Director-$0--
Meredith L RoweVP / Director-$0--
Rebecca J RoweVP / Director-$0--
Valerie A RoweDirector / Sec / Treas-$0--
Filing and Contact Details

Filer

Filer Name
Rowe Family Foundation
EIN
20-0721105
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Suite 123, Wilmington, DE 19809-1377

Signing Officer

Name
John W Rowe
Title
President
Phone
8008391754
Signed
2015-08-06
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
One Hollow Ln Ste 212, Lake Success, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7APPLE INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8ASHTEAD GROUP PLC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11ATLANTIA SPA ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12BAIDU.COM - ADR
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26COMPAGNIE FINANCIERE RICHEMONT
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28COSTCO WHOLESALE CORPORATION
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30CVS CAREMARK CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31DAIKIN INDS LTD ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32DAIWA HOUSE IND LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33DODGE & COX INCOME FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34EBAY INC.
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48ISHARE MSCI ITALY IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49ISHARE MSCI SINGAPOR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50ISHARE MSCI SPAIN IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51ISHARE MSCI SWEDEN
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58ISHARES MSCI NORWAY CAPPED ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59ISHARES MSCI POLAND INVESTABLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60ISHARES MSCI TURKEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61ISHARES MSCI-JAPAN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62JAPAN TOB INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65KOC HOLDINGS AS UNSP/ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66KOMATSU LTD.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67LAZARD GLOBAL LISTEDINFRASTRUC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68LLOYDS TSB GROUP PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69LOOMIS SAYLES HIG INCOME FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70MAKITA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71MEDICLINIC INTERNATIONAL - ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72MEDIOLANUM ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73MICHAEL KORS HOLDINGS LIMITED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74MOBILE TELSYS OJSC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75MR PRICE GROUP LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76MSCI ISRAEL CAPPED INVESTABLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77NAMPAK LIMITED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78NIKE INC-CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79NORDSTROM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80NOVARTIS AG ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81NOVO NORDISK A S
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82NXP SEMICONDUCTORS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83ORACLE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84PIMCO FD PAC INV MGMT FOREIGN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85PIMCO LOW DURATION INSTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86PIRAEUS BANK SA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87PRUDENTIAL PLC SC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88PT TELEKOM. IND. TBK ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90RED ELECTRICA DE ESPANA SA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91REXAM PLC ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92ROLLS ROYCE GRP PLC S/ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93ROYAL DUTCH SHELL PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94RS GLOBAL NATURAL RESOURCES FU
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95RYANAIR HOLDINGS PLC-ADR COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96RYOHIN KEIKAKU
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97SAMPO OYJ UNSPONSORED ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98SANDS CHINA LTD UNSP ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99SBERBANK SPONSORED ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100SEVEN & I HOLDINGS C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101SHIRE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102SIGNET GROUP PLC SPONS ADR NAS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103SOFTBANK CP UNSP ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104SOUTHERNSUN SMALL CAP FUND INV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105SUMITOMO MITSUI FINCL GRP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106SUMITOMO MITSUI TR HOLDINGS SP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107SWATCH GROUP AG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108SWEDBANK AB S/ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm109T. ROWE PRICE EMERGING MARKETS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm110TAIWAN SEMICONDUCTOR MFG CO LT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111TEVA PHARMECEUTICAL SP ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm112TJX COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm113TURKCELL ILETISIM HIZMETLERI A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm114UNILEVER PLC AMER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm115VALEO SA SPONS ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm116VANGUARD INTERNATIONAL EXPLORE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm117VANGUARD SHORT-TERM INFLATION-
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm118WALT DISNEY HOLDINGS CO.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm119WOLSELEY PLC ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm120WOLTERS KLUWER S/ADR
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0616680
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0861750
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt03
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01478433
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01478433
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0861750
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt035000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt035000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0616680
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0616680
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt01200265
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt015426485
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt03
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt03
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0861750
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01345635
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt078780
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt01824
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt080604
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0125414
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0125414
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt05560
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt037150
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0113780
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0132798
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0278168
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01478433
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01478433
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt078780
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0132798
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0243168
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt014564735

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$34.1$0.00$34.1$1.71$1.83$0.12
2023Detailed filing. Detailed filing data is available for this year.$34.2$0.00$34.2$1.05$2.13$1.07
2022Detailed filing. Detailed filing data is available for this year.$35.3$0.00$35.3$1.15$2.03$0.88
2021Detailed filing. Detailed filing data is available for this year.$36.2$0.00$36.2$4.75$1.84$2.91
2020Detailed filing. Detailed filing data is available for this year.$33.3$0.00$33.3$0.89$0.99$0.10
2019Detailed filing. Detailed filing data is available for this year.$33.4$0.00$33.4$1.27$1.58$0.31
2018Detailed filing. Detailed filing data is available for this year.$33.7$0.00$33.7$0.70$0.69$0.01
2017Detailed filing. Detailed filing data is available for this year.$33.7$0.00$33.7$3.43$2.04$1.39
2016Detailed filing. Detailed filing data is available for this year.$32.3$0.00$32.3$6.23$1.58$4.65
2015Detailed filing. Detailed filing data is available for this year.$27.6$0.00$27.6$1.40$0.30$1.10
2014Detailed filing. Detailed filing data is available for this year.$26.5$0.00$26.5$1.48$0.28$1.20
2013Detailed filing. Detailed filing data is available for this year.$25.3$0.00$25.3$1.60$0.33$1.26
2012Summary only. Only limited summary data is available for this year.$24.1$0.00$2.57$0.34$2.23
2011Summary only. Only limited summary data is available for this year.$21.9$0.00$20.3$0.35$19.9