Civic Intelligence

Jordon and Lesli Ross Charitable Foundation

990PF • Fiscal year 2016 • EIN 20-5899657

Jan 01, 2016 to Dec 31, 2016 • Filed on Jun 14, 2017

21477 Burnside CourtBoca Raton, FL 33433

(305) 632-0293

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

100th percentile

7628%

Higher net margin than 100% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

30th percentile

-8.1%

Faster asset growth than 30% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2014 to 2016

Revenue Growth

Score unavailable

No value available

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

Annualized from 2014 to 2016

Assets

Down

$166,919

Down $30,708 (-16%) from 2014

Net Assets

Down

$166,919

Down $30,708 (-16%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

-$283

Down $16,100 (-102%) from 2014

Expenses

Up

$21,305

Up $8,083 (+61%) from 2014

Net Income

Down

-$21,588

Down $24,183 (-932%) from 2014

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $502Liabilities 2011: $02011Assets 2013: $195,032Liabilities 2013: $0Net Assets 2013: $195,0322013Assets 2014: $197,627Liabilities 2014: $0Net Assets 2014: $197,6272014Assets 2016: $166,919Liabilities 2016: $0Net Assets 2016: $166,9192016Assets 2017: $164,824Liabilities 2017: $0Net Assets 2017: $164,8242017Assets 2018: $171,837Liabilities 2018: $0Net Assets 2018: $171,8372018Assets 2019: $158,751Liabilities 2019: $0Net Assets 2019: $158,7512019Assets 2020: $141,280Liabilities 2020: $0Net Assets 2020: $141,2802020Assets 2021: $225,016Liabilities 2021: $0Net Assets 2021: $225,0162021Assets 2022: $202,322Liabilities 2022: $0Net Assets 2022: $202,3222022Assets 2023: $189,958Liabilities 2023: $0Net Assets 2023: $189,9582023Assets 2024: $182,941Liabilities 2024: $0Net Assets 2024: $182,9412024

Highlighted filing

2016

Assets$166,919
Liabilities$0
Net Assets$166,919

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $1Expenses 2011: $0Net Income 2011: $12011Revenue 2013: $208,192Expenses 2013: $13,160Net Income 2013: $195,0322013Revenue 2014: $15,817Expenses 2014: $13,222Net Income 2014: $2,5952014Revenue 2016: -$283Expenses 2016: $21,305Net Income 2016: -$21,5882016Revenue 2017: $12,529Expenses 2017: $14,624Net Income 2017: -$2,0952017Revenue 2018: $22,480Expenses 2018: $15,489Net Income 2018: $6,9912018Revenue 2019: $4,045Expenses 2019: $17,131Net Income 2019: -$13,0862019Revenue 2020: $1,610Expenses 2020: $19,081Net Income 2020: -$17,4712020Revenue 2021: $98,946Expenses 2021: $15,210Net Income 2021: $83,7362021Revenue 2022: $393Expenses 2022: $23,087Net Income 2022: -$22,6942022Revenue 2023: $2,851Expenses 2023: $15,215Net Income 2023: -$12,3642023Revenue 2024: $5,679Expenses 2024: $12,696Net Income 2024: -$7,0172024

Highlighted filing

2016

Revenue-$283
Expenses$21,305
Net Income-$21,588
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jun 14, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JORDON ROSSTrustee-$0--
LESLI ROSSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Jordon and Lesli Ross Charitable
EIN
20-5899657
Phone
3056320293
Address
21477 BURNSIDE COURT, BOCA RATON, FL 33433

Signing Officer

Name
Trustee
Title
Trustee
Phone
3056320293
Signed
2017-06-14
Discuss with paid preparer
Yes

Preparer

Firm
Mandell Advisory Group Ltd
Address
95 REVERE DRIVE SUITE A, NORTHBROOK, IL 60062
Preparer
Mark Mandell
Phone
8478495590
Raw XML Appendix366 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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BOCA JEWESH CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1ISRAEL CANCER ASSOCIATION USA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2KESHER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3MARCH OF THE LIVING SOUTHERN REGION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4NACOEJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt021065 POWERLINE RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12751 S DIXIE HIGHWAY SUITE 3A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt218900 NE 25TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt32 WEST 45TH STREET SUITE 1500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4255 WEST 36 ST SUITE 701
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BOCA RATON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1WEST PALM BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2NORTH MIAMI BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd033433
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd133405
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd233180
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd310036
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd410018
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt016810
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
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/AppliedToCurrentYearAmt08583
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt08583
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02730
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0768
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt02830
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt014580
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt08252
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02730
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0768
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02830
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt016835
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt08252
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt014580
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt06328
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ACCOUNT MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ANNUAL REPORT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3FOREIGN TAXES PAID
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt110
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt04319
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt280
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt37
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt04319
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt110
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt280
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt37
TaxesSchedule/TaxesDetail/Amt064
TaxesSchedule/TaxesDetail/Amt115
TaxesSchedule/TaxesDetail/CategoryTxt0DEPARTMENT OF THE TREASURY
TaxesSchedule/TaxesDetail/CategoryTxt1ILLINOIS CHARITY BUREAU FUND
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt115
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt064
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03056320293
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-06-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JORDON AND LESLI ROSS CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JORD
ReturnHeader/Filer/EIN0205899657
ReturnHeader/Filer/PhoneNum03056320293
ReturnHeader/Filer/USAddress/AddressLine1Txt021477 BURNSIDE COURT
ReturnHeader/Filer/USAddress/CityNm0BOCA RATON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033433
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId088FB55E7319A9AD84D28E8BB660FAA2AA071C5E6
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0DA4FC73163F8AA186BABB29961F5E8CA8A470156
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.90.148.161
ReturnHeader/FilingSecurityInformation/IPDt02017-06-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm018:34:32
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0205905522
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MANDELL ADVISORY GROUP LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt095 REVERE DRIVE SUITE A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NORTHBROOK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060062
ReturnHeader/PreparerPersonGrp/PhoneNum08478495590
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK MANDELL
ReturnHeader/ReturnTs02017-07-20T11:53:53-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.06$0.13$0.07
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.90$0.00$1.90$0.03$0.15$0.12
2022Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.02$0.00$0.23$0.23
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.25$0.00$2.25$0.99$0.15$0.84
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.41$0.00$1.41$0.02$0.19$0.17
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.59$0.00$1.59$0.04$0.17$0.13
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.72$0.00$1.72$0.22$0.15$0.07
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.65$0.00$1.65$0.13$0.15$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$0.00$0.21$0.22
2014Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$0.16$0.13$0.03
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.95$0.00$1.95$2.08$0.13$1.95
2011Summary only. Only limited summary data is available for this year.$0.01$0.00$0.00$0.00$0.00