Civic Intelligence

The Dana Ruggiero Flutterby Foundation

990EZ • Fiscal year 2020 • EIN 20-3692026

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 11, 2021

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

Score unavailable

No value available

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

Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

1st percentile

-839500%

Higher net margin than 1% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

2nd percentile

-100%

Faster revenue growth than 2% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $8,395 (-100%) from 2019

Net Assets

Down

$0

Down $8,395 (-100%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin1st percentile

Revenue

Down

$1

Down $1,612 (-100%) from 2019

Expenses

Down

$8,396

Down $404 (-4.6%) from 2019

Net Income

Down

-$8,395

Down $1,208 (-17%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth2nd 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

2020

Assets$0
Liabilities$0
Net Assets$0
Open 2020 Filing

Operations Trend

Revenue Growth2nd 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

2020

Revenue$1
Expenses$8,396
Net Income-$8,395
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 11, 2021
Return Version
2020v4.1
Gross Receipts
$1
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 Pay76th 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
2021-11-11
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

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

“Description: merrill lynch xx4m76. Amount: 1.”

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: 6,546.”

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

“Description: bank fee. Amount: 150.”

Raw XML Appendix160 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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IRS990EZ/BooksInCareOfDetail/PhoneNum02126081080
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01500 BROADWAY 27TH FLOOR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NEW YORK
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd010036
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt08395
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IRS990EZ/NetAssetsOrFundBalancesEOYAmt00
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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/OrganizationDissolvedEtcInd01
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0150
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
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NY
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt08396
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt01
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01600
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01600
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01550
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01700
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt06450
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt013
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt024
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt016
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt03
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt056
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99140
IRS990ScheduleA/PublicSupportPY170Pct00.99190
IRS990ScheduleA/PublicSupportTotal170Amt06450
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01600
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01600
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01550
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01700
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt06450
IRS990ScheduleA/TotalSupportAmt06506
IRS990ScheduleN/AssetsDistributedInd01
IRS990ScheduleN/AttorneyGeneralNotifiedInd01
IRS990ScheduleN/BondsOutstandingInd00
IRS990ScheduleN/DirectorOfSuccessorInd00
IRS990ScheduleN/EmployeeOfSuccessorInd00
IRS990ScheduleN/LiabilitiesPaidInd01
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0CASH DISTRIBUTED TO DUKE
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02020-12-31
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt0546
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt0501C3
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0CASH VALUE REMAINING IN BANK ACCOUNT
IRS990ScheduleN/OwnerOfSuccessorInd00
IRS990ScheduleN/ReceiveCompensationInd00
IRS990ScheduleN/RequiredToNotifyAGInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: MERRILL LYNCH XX4M76. AMOUNT: 1.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AFFILIATE NAME: DUKE UNIVERSITY. AFFILIATE ADDRESS: BOX 90581 DURHAM, NC 27708. PURPOSE OF PAYMENT: DONATION. AMOUNT OF PAYMENT: 6,546.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: BANK FEE. AMOUNT: 150.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BARBARA MOREA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09149216316
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-11
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
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/PreparationDt02021-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MANIDA ALARCON
ReturnHeader/ReturnTs02021-11-12T09:04:50-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BARBARA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MOREA
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$1
Expenses
$8,396
Net income
-$8,395
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