Civic Intelligence

Rolls-Royce Foundation

990 • Fiscal year 2022 • EIN 23-2904195

Jan 01, 2022 to Dec 31, 2022 • Filed on Aug 17, 2023

189 Hempt RoadMechanicsburg, PA 17050

(717) 795-9400

Siviq Scores

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

Liabilities / Assets

36th percentile

0.02x

Higher debt load relative to assets than 36% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

74th percentile

0.34x

Higher debt load relative to revenue than 74% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

9th percentile

-37%

Higher net margin than 9% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

64th percentile

$89,348

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 69.5% of source-year revenue.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

15th percentile

-13%

Faster asset growth than 15% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

Score unavailable

No value available

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

Annualized from 2021 to 2022

Assets

Down

$2,149,584

Down $329,985 (-13%) from 2021

Net Assets

Down

$2,106,256

Down $354,524 (-14%) from 2021

Liabilities

Up

$43,328

Up $24,539 (+131%) from 2021

Revenue

Up

$128,650

Up $180,058 (+350%) from 2021

Expenses

Up

$176,457

Up $16,832 (+11%) from 2021

Net Income

Up

-$47,807

Up $163,226 (+77%) from 2021

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $1,362,937Liabilities 2011: $10,743Net Assets 2011: $1,352,1942011Assets 2012: $1,482,495Liabilities 2012: $4,729Net Assets 2012: $1,477,7662012Assets 2013: $1,545,029Liabilities 2013: $13,454Net Assets 2013: $1,531,5752013Assets 2014: $2,620,372Liabilities 2014: $48,565Net Assets 2014: $2,571,8072014Assets 2015: $2,639,263Liabilities 2015: $18,206Net Assets 2015: $2,621,0572015Assets 2016: $2,593,887Liabilities 2016: $25,038Net Assets 2016: $2,568,8492016Assets 2017: $3,627,613Liabilities 2017: $25,984Net Assets 2017: $3,601,6292017Assets 2018: $3,500,646Liabilities 2018: $9,556Net Assets 2018: $3,491,0902018Assets 2019: $3,317,979Liabilities 2019: $95,188Net Assets 2019: $3,222,7912019Assets 2020: $3,213,431Liabilities 2020: $3,360Net Assets 2020: $3,210,0712020Assets 2021: $2,479,569Liabilities 2021: $18,789Net Assets 2021: $2,460,7802021Assets 2022: $2,149,584Liabilities 2022: $43,328Net Assets 2022: $2,106,2562022Assets 2023: $2,179,995Liabilities 2023: $7,288Net Assets 2023: $2,172,7072023Assets 2024: $2,077,098Liabilities 2024: $24,958Net Assets 2024: $2,052,1402024

Highlighted filing

2022

Assets$2,149,584
Liabilities$43,328
Net Assets$2,106,256

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $67,264Expenses 2011: $85,996Net Income 2011: -$18,7322011Revenue 2012: $236,761Expenses 2012: $119,404Net Income 2012: $117,3572012Revenue 2013: $190,370Expenses 2013: $136,561Net Income 2013: $53,8092013Revenue 2014: $1,169,013Expenses 2014: $128,781Net Income 2014: $1,040,2322014Revenue 2015: $185,814Expenses 2015: $136,564Net Income 2015: $49,2502015Revenue 2016: $126,456Expenses 2016: $178,664Net Income 2016: -$52,2082016Revenue 2017: $1,159,357Expenses 2017: $126,577Net Income 2017: $1,032,7802017Revenue 2018: $155,925Expenses 2018: $162,031Net Income 2018: -$6,1062018Revenue 2019: $17,334Expenses 2019: $160,706Net Income 2019: -$143,3722019Revenue 2020: $210,264Expenses 2020: $141,725Net Income 2020: $68,5392020Revenue 2021: -$51,408Expenses 2021: $159,625Net Income 2021: -$211,0332021Revenue 2022: $128,650Expenses 2022: $176,457Net Income 2022: -$47,8072022Revenue 2023: $249,192Expenses 2023: $182,741Net Income 2023: $66,4512023Revenue 2024: $55,648Expenses 2024: $176,215Net Income 2024: -$120,5672024

Highlighted filing

2022

Revenue$128,650
Expenses$176,457
Net Income-$47,807
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Aug 17, 2023
Return Version
2022v5.0
Gross Receipts
$155,074
Mission and Program Overview

Mission

Dedicated to the heritage of rolls-royce and bentley motorcars through education, community engagement, world-wide research, and preservation of historically significant acquisitions for public display

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$343,853$327,992▼ $15,861
Cash and Non-Interest-Bearing Accounts$166,716$122,818▼ $43,898
Inventories for Sale or Use$34,579$43,329▲ $8,750
Prepaid Expenses and Deferred Charges$4,013$7,638▲ $3,625
Accounts Receivable$45--
Total Assets$2,479,569$2,149,584▼ $329,985
Other Assets Total$1,930,363$1,647,807▼ $282,556
Liabilities
Deferred Revenue-$31,408-
Accounts Payable and Accrued Expenses$18,789$11,920▼ $6,869
Total Liabilities$18,789$43,328▲ $24,539
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,460,780$2,106,256▼ $354,524
Total Net Assets Fund Balance$2,460,780$2,106,256▼ $354,524
Total Liabilities and Net Assets / Fund Balance$2,479,569$2,149,584▼ $329,985

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$327,992$249,529$577,521
Equipment-$13,580$13,580
Other Land Buildings-$7,240$7,240
Other Assets Org$463,357--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
Mark LizewskieExecutive DiPT$89,348$89,348

Board Members and Trustees

NameTitle
Gil FuquaChairman
Ronald DeguffroyPast Chairma
Millie HortonVice Chair
Bob FahningDirector
Frank LaveraDirector
George Wagman IiiDirector
Philip BrooksDirector
Richard VaughanDirector
Tom CoxDirector
Al Briseno IiSecretary
Jon WaplesTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$90,003
Program Service Revenue
$3,195
Investment Income
$13,580
Other Revenue
$21,872
All Other Contributions
$51,981
Change in Net Assets
$-47,807

Audited Revenue Reconciliation

Revenue per Audited Statements
$128,650
Revenue Not Reported on Form 990
$13,625
Total Revenue per Audited Statements
$142,275
Total Revenue per Form 990
$128,650
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$171,456
Total Fundraising Expense$22,722
Grants and Similar Amounts Paid$5,001
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$33,000$19,800$13,200$66,000
Occupancy$20,823$1,633$2,450$24,906
Insurance$15,899$1,261-$17,160
Office Expenses$14,144$1,082$1,624$16,850
Depreciation Depletion$11,893$1,586$2,379$15,858
Fees for Services Legal$7,275$970$1,455$9,700
Grants to Domestic Orgs$5,001--$5,001
All Other Expenses$2,099$95$1,074$3,268
Other Expenses$1,983--$1,983
Advertising$1,403$187$281$1,871
Travel$983$131$197$1,311
Information Technology$311$42$62$415
Conferences and Meetings$154--$154
Total Functional Expenses$126,948$26,787$22,722$176,457

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$496,799
Expenses Not Reported on Form 990$320,342
Expenses per Audited Statements$176,457
Total Expenses per Form 990$176,457
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$22,270
Fundraising Direct Expenses$13,625
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Silent Auction$17,484$17,484$10,952$6,532
Total Events$17,484$17,484$10,952$6,532
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
THE ROLLS ROYCE OWNERS' CLUB INCSee Part VSee Part VNo$103,520
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

The form 990 is reviewed by staff and the board treasurer prior to filing.

Form 990, Page 6, Part VI, Line 19

Governing documents are made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Rolls-royce Foundation
EIN
23-2904195
Phone
7177959400
Address
189 HEMPT ROAD, MECHANICSBURG, PA 17050

Signing Officer

Name
Jon Waples
Title
Treasurer
Phone
7176974671
Signed
2023-08-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gil Fuqua
Formed
1978
Legal Domicile
Pa
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
35

Preparer

Firm
Brown Schultz Sheridan & Fritz
Address
210 GRANDVIEW AVE, CAMP HILL, PA 17011-1706
Preparer
Jeffrey M Walker
Phone
7177617171
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

Various other small program services.

Form 990, Part XI, Line 9

Impairment loss on art collection -306,717

Financial Statement Notes

Schedule D, Page 4, Part XI, Line 2D

Fundraising expenses 13,625

Schedule D, Page 4, Part XII, Line 2D

Fundraising expenses 13,625 impairment loss 306,717

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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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IRS990/MissionDesc0DEDICATED TO THE HERITAGE OF ROLLS-ROYCE AND BENTLEY MOTORCARS THROUGH EDUCATION, COMMUNITY ENGAGEMENT, WORLD-WIDE RESEARCH, AND PRESERVATION OF HISTORICALLY SIGNIFICANT ACQUISITIONS FOR PUBLIC DISPLAY
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IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt08645
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt08645
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IRS990/OfficeExpensesGrp/TotalAmt016850
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IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
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IRS990/OtherChangesInNetAssetsAmt0-306717
IRS990/OtherExpensesGrp/Desc0AUTO TRANSPORT
IRS990/OtherExpensesGrp/Desc1EQUIPMENT MAINTENANCE
IRS990/OtherExpensesGrp/Desc2EDUCATIONAL SERVICES
IRS990/OtherExpensesGrp/Desc3AUTO RESTORATION REPAIRS
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IRS990/OtherExpensesGrp/ProgramServicesAmt13734
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IRS990/OtherExpensesGrp/ProgramServicesAmt31983
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IRS990/OtherExpensesGrp/TotalAmt13734
IRS990/OtherExpensesGrp/TotalAmt22571
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IRS990/PoliticalCampaignActyInd0false
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt07638
IRS990/PrincipalOfficerNm0GIL FUQUA
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0OTHER PROGRAM RELATED REVENUE
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03195
IRS990/ProgSrvcAccomActy2Grp/Desc0SCHOLARSHIP GRANTS
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt05001
IRS990/ProgSrvcAccomActy2Grp/GrantAmt05001
IRS990/ProgSrvcAccomActy3Grp/Desc0FOUNDATION COMMITTED TO MAINTAINING A MUSEUM TO DISPLAY COLLECTION FOR ROLLS-ROYCE AND BENTLEY MOTOR CARS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0112511
IRS990/ProgSrvcAccomActyOtherGrp/Desc0VARIOUS OTHER SMALL PROGRAM SERVICES.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt01778
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt03195
IRS990/ProhibitedTaxShelterTransInd0false
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IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0-172755
IRS990/PYOtherExpensesAmt0159625
IRS990/PYOtherRevenueAmt014698
IRS990/PYProgramServiceRevenueAmt07293
IRS990/PYRevenuesLessExpensesAmt0-211033
IRS990/PYTotalExpensesAmt0159625
IRS990/PYTotalRevenueAmt0-51408
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-47807
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MISCELLANEOUS 183,676
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt058947
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0146190
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IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt020836
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0219473
IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/PublicSupportPY170Pct00.45610
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0146190
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0555519
IRS990ScheduleA/TotalSupportAmt0775021
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
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IRS990ScheduleD/BuildingsGrp/BookValueAmt0327992
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0249529
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0577521
IRS990ScheduleD/CollectionUsedPreservationInd0X
IRS990ScheduleD/CollectionUsedPubExhibitionInd0X
IRS990ScheduleD/CollUsedScholarlyRsrchInd0X
IRS990ScheduleD/EquipmentGrp/DepreciationAmt013580
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt013580
IRS990ScheduleD/ExpensesNotReportedAmt0320342
IRS990ScheduleD/ExpensesSubtotalAmt0176457
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt01184450
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1463357
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0VEHICLE COLLECTION
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1LIBRARY COLLECTION
IRS990ScheduleD/OtherExpensesIncludedAmt0320342
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt07240
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt07240
IRS990ScheduleD/OtherRevenueAmt013625
IRS990ScheduleD/RevenueNotReportedAmt013625
IRS990ScheduleD/RevenueSubtotalAmt0128650
IRS990ScheduleD/SolicitedAssetsSaleInd0false
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0FUNDRAISING EXPENSES 13,625
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1FUNDRAISING EXPENSES 13,625 IMPAIRMENT LOSS 306,717
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 4, PART XI, LINE 2D
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 4, PART XII, LINE 2D
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IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0496799
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt010952
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SILENT AUCTION
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt017484
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt017484
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt010952
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt010952
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0THE ROLLS ROYCE OWNERS' CLUB INC
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0SEE PART V

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.08$0.02$2.05$0.06$0.18$0.12
2023Detailed filing. Detailed filing data is available for this year.$2.18$0.01$2.17$0.25$0.18$0.07
2022Detailed filing. Detailed filing data is available for this year.$2.15$0.04$2.11$0.13$0.18$0.05
2021Detailed filing. Detailed filing data is available for this year.$2.48$0.02$2.46$0.05$0.16$0.21
2020Detailed filing. Detailed filing data is available for this year.$3.21$0.00$3.21$0.21$0.14$0.07
2019Detailed filing. Detailed filing data is available for this year.$3.32$0.10$3.22$0.02$0.16$0.14
2018Detailed filing. Detailed filing data is available for this year.$3.50$0.01$3.49$0.16$0.16$0.01
2017Detailed filing. Detailed filing data is available for this year.$3.63$0.03$3.60$1.16$0.13$1.03
2016Summary only. Only limited summary data is available for this year.$2.59$0.03$2.57$0.13$0.18$0.05
2015Summary only. Only limited summary data is available for this year.$2.64$0.02$2.62$0.19$0.14$0.05
2014Summary only. Only limited summary data is available for this year.$2.62$0.05$2.57$1.17$0.13$1.04
2013Summary only. Only limited summary data is available for this year.$1.55$0.01$1.53$0.19$0.14$0.05
2012Summary only. Only limited summary data is available for this year.$1.48$0.00$1.48$0.24$0.12$0.12
2011Summary only. Only limited summary data is available for this year.$1.36$0.01$1.35$0.07$0.09$0.02