Civic Intelligence

The Dana Ruggiero Flutterby Foundation

990EZ • Fiscal year 2016 • EIN 20-3692026

Jan 01, 2016 to Dec 31, 2016 • Filed on May 15, 2017

Organization ProfileN/A
250 Milton RoadRye, NY 10580

(914) 921-6316

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

2nd percentile

-302%

Higher net margin than 2% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

32nd percentile

-7.1%

Faster asset growth than 32% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

94th percentile

120%

Faster revenue growth than 94% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$28,257

Down $2,147 (-7.1%) from 2015

Net Assets

Down

$28,257

Down $2,147 (-7.1%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin2nd percentile

Revenue

Up

$1,703

Up $930 (+120%) from 2015

Expenses

Down

$6,850

Down $1,070 (-14%) from 2015

Net Income

Up

-$5,147

Up $2,000 (+28%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$80K$60K$40K$20K$0Assets 2011: $61,655Liabilities 2011: $02011Assets 2012: $51,885Liabilities 2012: $02012Assets 2013: $42,697Liabilities 2013: $0Net Assets 2013: $42,6972013Assets 2014: $37,551Liabilities 2014: $0Net Assets 2014: $37,5512014Assets 2015: $30,404Liabilities 2015: $0Net Assets 2015: $30,4042015Assets 2016: $28,257Liabilities 2016: $0Net Assets 2016: $28,2572016Assets 2017: $23,918Liabilities 2017: $0Net Assets 2017: $23,9182017Assets 2018: $19,582Liabilities 2018: $0Net Assets 2018: $19,5822018Assets 2019: $8,395Liabilities 2019: $0Net Assets 2019: $8,3952019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2016

Assets$28,257
Liabilities$0
Net Assets$28,257
Open 2016 Filing

Operations Trend

Revenue Growth94th percentile

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

$20K$10K$0-$10K-$20KRevenue 2011: $1,136Expenses 2011: $11,251Net Income 2011: -$10,1152011Revenue 2012: $1,486Expenses 2012: $11,256Net Income 2012: -$9,7702012Revenue 2013: $1,875Expenses 2013: $11,064Net Income 2013: -$9,1892013Revenue 2014: $1,139Expenses 2014: $10,285Net Income 2014: -$9,1462014Revenue 2015: $773Expenses 2015: $7,920Net Income 2015: -$7,1472015Revenue 2016: $1,703Expenses 2016: $6,850Net Income 2016: -$5,1472016Revenue 2017: $1,566Expenses 2017: $5,905Net Income 2017: -$4,3392017Revenue 2018: $1,624Expenses 2018: $5,960Net Income 2018: -$4,3362018Revenue 2019: $1,613Expenses 2019: $8,800Net Income 2019: -$7,1872019Revenue 2020: $1Expenses 2020: $8,396Net Income 2020: -$8,3952020

Highlighted filing

2016

Revenue$1,703
Expenses$6,850
Net Income-$5,147
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 15, 2017
Return Version
2016v3.0
Gross Receipts
$1,703
Mission and Program Overview

Mission

The organization's exempt purpose is to solicit, collect and otherwise raise funds and distribute same (i) to organizations that conduct research into pediatric cancer as well as child life activities for pediactric cancer patients and (ii) to primary and secondary educational institutions, colleges and universities for the purpose of granting scholarships to students in need of financial assistance and support.

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION'S EXEMPT PURPOSE IS TO SOLICIT, COLLECT AND OTHERWISE RAISE FUNDS AND DISTRIBUTE SAME (I) TO ORGANIZATIONS THAT CONDUCT RESEARCH INTO PEDIATRIC CANCER AS WELL AS CHILD LIFE ACTIVITIES FOR PEDIACTRIC CANCER PATIENTS AND (II) TO PRIMARY AND SECONDARY EDUCATIONAL INSTITUTIONS, COLLEGES AND UNIVERSITIES FOR THE PURPOSE OF GRANTING SCHOLARSHIPS TO STUDENTS IN NEED OF FINANCIAL ASSISTANCE AND SUPPORT.$0$0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT RUGGIERODirector, President-$0--
LOUISA RODRIGUEZDir, VP, Secretary-$0--
TOBY BALDINGERDirector, Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
The Dana Ruggiero Flutterby Foundation
EIN
20-3692026
Phone
9149216316
Address
250 MILTON ROAD, RYE, NY 10580

Signing Officer

Name
Barbara Morea
Title
President
Phone
9149216316
Signed
2017-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Mariner Wealth Advisors
Address
1500 BROADWAY 27TH FLOOR, NEW YORK, NY 10036
Preparer
Barbara Morea
Phone
2126081080
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: merrill lynch xx4m76. Amount: 3.”

Form 990-ez, Part I, Line 10 - Payments to Affiliates

“Affiliate name: hope & heroes. Affiliate address: 161 fort washington ave new york, ny 10032. Purpose of payment: donation. Amount of payment: 1,000.”

Form 990-ez, Part I, Line 10 - Payments to Affiliates

“Affiliate name: duke university. Affiliate address: box 90581 durham, nc 27708. Purpose of payment: donation. Amount of payment: 4,000. Total included on form 990-ez, line 10: 5,000.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: nys deptartment of law. Amount: 50. Description: bank fee. Amount: 150. Description: alm media fee. Amount: 150. Total to form 990-ez, line 16: 350.”

Raw XML Appendix153 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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IRS990EZ/BooksInCareOfDetail/PhoneNum02126081080
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01500 BROADWAY 27TH FLOOR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NEW YORK
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd010036
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ROBERT RUGGIERO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LOUISA RODRIGUEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TOBY BALDINGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR, PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIR, VP, SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR, TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
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IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0350
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE ORGANIZATION'S EXEMPT PURPOSE IS TO SOLICIT, COLLECT AND OTHERWISE RAISE FUNDS AND DISTRIBUTE SAME (I) TO ORGANIZATIONS THAT CONDUCT RESEARCH INTO PEDIATRIC CANCER AS WELL AS CHILD LIFE ACTIVITIES FOR PEDIACTRIC CANCER PATIENTS AND (II) TO PRIMARY AND SECONDARY EDUCATIONAL INSTITUTIONS, COLLEGES AND UNIVERSITIES FOR THE PURPOSE OF GRANTING SCHOLARSHIPS TO STUDENTS IN NEED OF FINANCIAL ASSISTANCE AND SUPPORT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION'S EXEMPT PURPOSE IS TO SOLICIT, COLLECT AND OTHERWISE RAISE FUNDS AND DISTRIBUTE SAME (I) TO ORGANIZATIONS THAT CONDUCT RESEARCH INTO PEDIATRIC CANCER AS WELL AS CHILD LIFE ACTIVITIES FOR PEDIACTRIC CANCER PATIENTS AND (II) TO PRIMARY AND SECONDARY EDUCATIONAL INSTITUTIONS, COLLEGES AND UNIVERSITIES FOR THE PURPOSE OF GRANTING SCHOLARSHIPS TO STUDENTS IN NEED OF FINANCIAL ASSISTANCE AND SUPPORT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NY
IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
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IRS990EZ/TotalExpensesAmt06850
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0770
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01135
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01870
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01446
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt06921
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt03
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt03
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt04
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt020
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01700
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01446
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt06921
IRS990ScheduleA/TotalSupportAmt06956
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: MERRILL LYNCH XX4M76. AMOUNT: 3.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AFFILIATE NAME: HOPE & HEROES. AFFILIATE ADDRESS: 161 FORT WASHINGTON AVE NEW YORK, NY 10032. PURPOSE OF PAYMENT: DONATION. AMOUNT OF PAYMENT: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AFFILIATE NAME: DUKE UNIVERSITY. AFFILIATE ADDRESS: BOX 90581 DURHAM, NC 27708. PURPOSE OF PAYMENT: DONATION. AMOUNT OF PAYMENT: 4,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 5,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: NYS DEPTARTMENT OF LAW. AMOUNT: 50. DESCRIPTION: BANK FEE. AMOUNT: 150. DESCRIPTION: ALM MEDIA FEE. AMOUNT: 150. TOTAL TO FORM 990-EZ, LINE 16: 350.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BARBARA MOREA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09149216316
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE DANA RUGGIERO FLUTTERBY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DANA
ReturnHeader/Filer/EIN0203692026
ReturnHeader/Filer/PhoneNum09149216316
ReturnHeader/Filer/USAddress/AddressLine1Txt0250 MILTON ROAD
ReturnHeader/Filer/USAddress/CityNm0RYE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010580
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt038.88.211.98
ReturnHeader/FilingSecurityInformation/IPDt02017-05-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm014:22:16
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0800961545
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARINER WEALTH ADVISORS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01500 BROADWAY 27TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010036
ReturnHeader/PreparerPersonGrp/PhoneNum02126081080
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BARBARA MOREA
ReturnHeader/ReturnTs02017-05-15T13:31:11-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$28,257
Liabilities
$0
Net assets
$28,257
Revenue
$1,703
Expenses
$6,850
Net income
-$5,147
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$8.40$8.40
2019Detailed filing. Detailed filing data is available for this year.$8.40$0.00$8.40$1.61$8.80$7.19
2018Detailed filing. Detailed filing data is available for this year.$19.6$0.00$19.6$1.62$5.96$4.34
2017Detailed filing. Detailed filing data is available for this year.$23.9$0.00$23.9$1.57$5.91$4.34
2016Detailed filing. Detailed filing data is available for this year.$28.3$0.00$28.3$1.70$6.85$5.15
2015Detailed filing. Detailed filing data is available for this year.$30.4$0.00$30.4$0.77$7.92$7.15
2014Detailed filing. Detailed filing data is available for this year.$37.6$0.00$37.6$1.14$10.3$9.15
2013Detailed filing. Detailed filing data is available for this year.$42.7$0.00$42.7$1.88$11.1$9.19
2012Summary only. Only limited summary data is available for this year.$51.9$0.00$1.49$11.3$9.77
2011Summary only. Only limited summary data is available for this year.$61.7$0.00$1.14$11.3$10.1