Civic Intelligence

The Roberta and Russell Housman Charitable Foundation Inc

EIN 27-1364347 • Chevy Chase, MD

c/o Robt Housman 9001 Clifford AveChevy Chase, MD 20815
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

85th percentile

0.19x

Higher debt load relative to assets than 85% of similar nonprofits.

<$500k nonprofits • Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2023

Net Margin

100th percentile

10233%

Higher net margin than 100% of similar nonprofits.

<$500k nonprofits • Source year 2023

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

<$500k nonprofits • Source year 2023

Asset Growth

66th percentile

5.5%

Faster asset growth than 66% of similar nonprofits.

<$500k 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 / Assets85th percentile

Assets

Up

$131,926

Up $6,916 (+5.5%) from 2022

Liabilities

Up

$24,704

Up $9,679 (+64%) from 2022

Net Assets

Down

$107,222

Down $2,763 (-2.5%) from 2022

Operations
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$27

Down $23,666 (-100%) from 2022

Expenses

Down

$2,736

Down $5,398 (-66%) from 2022

Net Income

Down

-$2,763

Down $18,268 (-118%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth66th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2012: $101,607Liabilities 2012: $4,624Net Assets 2012: $96,9832012Assets 2013: $110,913Liabilities 2013: $13,107Net Assets 2013: $97,8062013Assets 2014: $105,157Liabilities 2014: $10,969Net Assets 2014: $94,1882014Assets 2015: $86,184Liabilities 2015: $0Net Assets 2015: $86,1842015Assets 2016: $95,428Liabilities 2016: $13,369Net Assets 2016: $82,0592016Assets 2017: $103,784Liabilities 2017: $18,739Net Assets 2017: $85,0452017Assets 2018: $93,109Liabilities 2018: $4,321Net Assets 2018: $88,7882018Assets 2019: $108,492Liabilities 2019: $18,269Net Assets 2019: $90,2232019Assets 2020: $111,015Liabilities 2020: $11,202Net Assets 2020: $99,8132020Assets 2021: $114,384Liabilities 2021: $19,904Net Assets 2021: $94,4802021Assets 2022: $125,010Liabilities 2022: $15,025Net Assets 2022: $109,9852022Assets 2023: $131,926Liabilities 2023: $24,704Net Assets 2023: $107,2222023

Highlighted filing

2023

Assets$131,926
Liabilities$24,704
Net Assets$107,222
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$30K$20K$10K$0-$10KExpenses 2012: $8,5212012Revenue 2013: $11,514Expenses 2013: $10,691Net Income 2013: $8232013Revenue 2014: $8,944Expenses 2014: $12,562Net Income 2014: -$3,6182014Revenue 2015: $9,770Expenses 2015: $17,774Net Income 2015: -$8,0042015Revenue 2016: $21,133Expenses 2016: $18,742Net Income 2016: $2,3912016Revenue 2017: $21,781Expenses 2017: $18,795Net Income 2017: $2,9862017Revenue 2018: $27,381Expenses 2018: $23,638Net Income 2018: $3,7432018Revenue 2019: $25,715Expenses 2019: $24,280Net Income 2019: $1,4352019Revenue 2020: $22,585Expenses 2020: $12,995Net Income 2020: $9,5902020Revenue 2021: $17,317Expenses 2021: $22,650Net Income 2021: -$5,3332021Revenue 2022: $23,639Expenses 2022: $8,134Net Income 2022: $15,5052022Revenue 2023: -$27Expenses 2023: $2,736Net Income 2023: -$2,7632023

Highlighted filing

2023

Revenue-$27
Expenses$2,736
Net Income-$2,763
Open 2023 Filing

Filings

Most recent year

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

Open filing
Assets
$131,926
Liabilities
$24,704
Net assets
$107,222
Revenue
-$27
Expenses
$2,736
Net income
-$2,763
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$1.32$0.25$1.07$0.00$0.03$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.25$0.15$1.10$0.24$0.08$0.16
2021Detailed filing. Detailed filing data is available for this year.$1.14$0.20$0.94$0.17$0.23$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.11$0.11$1.00$0.23$0.13$0.10
2019Detailed filing. Detailed filing data is available for this year.$1.08$0.18$0.90$0.26$0.24$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.93$0.04$0.89$0.27$0.24$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.04$0.19$0.85$0.22$0.19$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.95$0.13$0.82$0.21$0.19$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.10$0.18$0.08
2014Detailed filing. Detailed filing data is available for this year.$1.05$0.11$0.94$0.09$0.13$0.04
2013Detailed filing. Detailed filing data is available for this year.$1.11$0.13$0.98$0.12$0.11$0.01
2012Detailed filing. Detailed filing data is available for this year.$1.02$0.05$0.97$0.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert F HousmanPresident-$0--
JUNE WEISSSecretary-$0--
Filing and Contact Details

Filer

Filer Name
The Roberta and Russell Housman
EIN
27-1364347
Phone
2024865874
Address
c/o Robt Housman 9001 Clifford Ave, Chevy Chase, MD 20815

Signing Officer

Name
Robert F Housman
Title
Trustee
Signed
2024-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Joseph A Wagner CPA PLLC
Address
844 East Manchester Rd, Manchester Center, VT 05255
Preparer
Joseph A Wagner
Phone
8023629086
Raw XML Appendix224 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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ReturnHeader/PreparerPersonGrp/PhoneNum08023629086
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Joseph A Wagner
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-11-15T09:54:41-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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