Civic Intelligence

The Robert & Mary Stott Foundation Inc

990PF • Fiscal year 2023 • EIN 20-2807705

Jan 01, 2023 to Dec 31, 2023 • Filed on Mar 22, 2024

Organization Profile
4957 Lakemont Blvd SE C4-29Bellevue, WA 98006

(917) 882-6004

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

99th percentile

169%

Higher net margin than 99% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

26th percentile

-3.4%

Faster asset growth than 26% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

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

Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Flat

$1,574,040

Flat from 2023

Net Assets

$1,574,040

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin99th percentile

Revenue

Flat

-$32,885

Flat from 2023

Expenses

Flat

$22,574

Flat from 2023

Net Income

Flat

-$55,459

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

$3.0M$2.0M$1.0M$0Assets 2008: $1,607,940Liabilities 2008: $30,0002008Assets 2010: $1,135,149Liabilities 2010: $02010Assets 2011: $1,117,748Liabilities 2011: $02011Assets 2012: $1,042,712Liabilities 2012: $0Net Assets 2012: $1,042,7122012Assets 2013: $1,076,820Liabilities 2013: $12013Assets 2014: $1,060,454Liabilities 2014: $0Net Assets 2014: $1,060,4542014Assets 2015: $1,493,420Liabilities 2015: $629,172Net Assets 2015: $864,2482015Assets 2016: $730,625Liabilities 2016: $25,858Net Assets 2016: $704,7672016Assets 2018: $2,346,313Liabilities 2018: $1,314,352Net Assets 2018: $1,031,9612018Assets 2019: $1,281,090Liabilities 2019: $276,030Net Assets 2019: $1,005,0602019Assets 2020: $995,874Liabilities 2020: $0Net Assets 2020: $995,8742020Assets 2021: $1,685,334Liabilities 2021: $0Net Assets 2021: $1,685,3342021Assets 2022: $1,629,499Liabilities 2022: $0Net Assets 2022: $1,629,4992022Assets 2023: $1,574,040Liabilities 2023: $0Net Assets 2023: $1,574,0402023Assets 2023: $1,574,040Liabilities 2023: $12023Assets 2024: $1,565,846Liabilities 2024: $0Net Assets 2024: $1,565,8462024

Highlighted filing

2023

Assets$1,574,040
Liabilities$0
Net Assets$1,574,040
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500KRevenue 2008: $43,964Expenses 2008: $30,098Net Income 2008: $13,8662008Revenue 2010: -$138,705Expenses 2010: $308,706Net Income 2010: -$447,4112010Revenue 2011: -$2,086Expenses 2011: $15,315Net Income 2011: -$17,4012011Expenses 2012: $75,2102012Revenue 2013: $62,062Expenses 2013: $27,954Net Income 2013: $34,1082013Revenue 2014: $9,029Expenses 2014: $25,395Net Income 2014: -$16,3662014Revenue 2015: -$120,726Expenses 2015: $81,403Net Income 2015: -$202,1292015Revenue 2016: -$125,412Expenses 2016: $40,169Net Income 2016: -$165,5812016Revenue 2018: $101,143Expenses 2018: $167,771Net Income 2018: -$66,6282018Revenue 2019: $147,630Expenses 2019: $174,403Net Income 2019: -$26,7732019Revenue 2020: $140,888Expenses 2020: $150,074Net Income 2020: -$9,1862020Revenue 2021: $710,464Expenses 2021: $21,004Net Income 2021: $689,4602021Revenue 2022: $141,229Expenses 2022: $197,064Net Income 2022: -$55,8352022Revenue 2023: -$32,885Expenses 2023: $22,574Net Income 2023: -$55,4592023Revenue 2023: -$32,885Expenses 2023: $22,574Net Income 2023: -$55,4592023Revenue 2024: $23,637Expenses 2024: $31,831Net Income 2024: -$8,1942024

Highlighted filing

2023

Revenue-$32,885
Expenses$22,574
Net Income-$55,459
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Mar 22, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAWRENCE LB STOTTSecretary/Treasurer/TrusteePT$0--
EDWARD MURRAYTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Robert & Mary Stott Foundation
EIN
20-2807705
Phone
9178826004
Address
4957 LAKEMONT BLVD SE C4-29, BELLEVUE, WA 98006

Signing Officer

Name
Lawrence Stott
Title
Secretary/treasurer
Phone
9178826004
Signed
2024-03-22
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
4 TIMES SQUARE 151 WEST 42ND STREET, NEW YORK, NY 10036
Preparer
Thomas Marinacci
Phone
2123721000
Raw XML Appendix305 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.

Path#Value
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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0PROFESSIONAL FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt05000
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt05000
AppliedToPriorYearElection/ElectionDesc0THE FOUNDATION HEREBY ELECTS TO APPLY $19,848 OF THE 2009 QUALIFYING DISTRIBUTIONS TO UNDISTRIBUTED INCOME REMAINING FROM YEARS BEFORE 2008 (2005 AND 2007) ACCORDING TO REGULATIONS SECTION 53.4942(A)-3(D)(2).
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt01492713
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt01698442
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0CORPORATE SECURITIES
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt022255
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-55459
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0423755
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IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0803
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-55947
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt05488
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt05000
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt022574
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IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-55459
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01574040
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01629499
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01574040
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt080711
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt080711
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt080711
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
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IRS990PF/FMVAssetsEOYAmt01779769
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt05000
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt080711
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt075711
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0111307
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt078156
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt082493
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt075711
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0196245
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0111307
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt078156
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt06782
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt05000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0196245
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0271956
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DUE FROM BROKER
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0204
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0204
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt012203
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1131
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt012203
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1131
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt04
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt04
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt04
TaxesSchedule/TaxesDetail/Amt0240
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0240
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LAWRENCE STOTT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09178826004
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-03-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROBERT & MARY STOTT FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0202807705
ReturnHeader/Filer/PhoneNum09178826004
ReturnHeader/Filer/USAddress/AddressLine1Txt04957 LAKEMONT BLVD SE C4-29
ReturnHeader/Filer/USAddress/CityNm0BELLEVUE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098006
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0411944416
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RSM US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04 TIMES SQUARE 151 WEST 42ND STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010036
ReturnHeader/PreparerPersonGrp/PhoneNum02123721000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS MARINACCI
ReturnHeader/ReturnTs02024-04-10T15:18:46-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LAWRENCE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0STOTT
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,574,040
Liabilities
$0
Net assets
$1,574,040
Revenue
-$32,885
Expenses
$22,574
Net income
-$55,459
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.02$0.03$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.03$0.02$0.06
2023Summary only. Only limited summary data is available for this year.$1.57$0.00$0.03$0.02$0.06
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.63$0.00$1.63$0.14$0.20$0.06
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.69$0.00$1.69$0.71$0.02$0.69
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.00$0.00$1.00$0.14$0.15$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.28$0.28$1.01$0.15$0.17$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.35$1.31$1.03$0.10$0.17$0.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.73$0.03$0.70$0.13$0.04$0.17
2015Detailed filing. Detailed filing data is available for this year.$1.49$0.63$0.86$0.12$0.08$0.20
2014Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.01$0.03$0.02
2013Summary only. Only limited summary data is available for this year.$1.08$0.00$0.06$0.03$0.03
2012Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.08
2011Summary only. Only limited summary data is available for this year.$1.12$0.00$0.00$0.02$0.02
2010Summary only. Only limited summary data is available for this year.$1.14$0.00$0.14$0.31$0.45
2008Summary only. Only limited summary data is available for this year.$1.61$0.03$0.04$0.03$0.01