Civic Intelligence

The Roberta and Russell Housman Charitable Foundation Inc

990PF • Fiscal year 2016 • EIN 27-1364347

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

Organization Profile
38 McKee RoadArlington, VT 05250

(802) 375-6643

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.14x

Higher debt load relative to assets than 82% of similar nonprofits.

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

Liabilities / Revenue

94th percentile

0.63x

Higher debt load relative to revenue than 94% of similar nonprofits.

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

Net Margin

67th percentile

11%

Higher net margin than 67% 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.

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

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

Asset Growth

67th percentile

11%

Faster asset growth than 67% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

94th percentile

116%

Faster revenue growth than 94% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Up

$95,428

Up $9,244 (+11%) from 2015

Net Assets

Down

$82,059

Down $4,125 (-4.8%) from 2015

Liabilities

Up

$13,369

Up $13,369 from 2015

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin67th percentile

Revenue

Up

$21,133

Up $11,363 (+116%) from 2015

Expenses

Up

$18,742

Up $968 (+5.4%) from 2015

Net Income

Up

$2,391

Up $10,395 (+130%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

$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

2016

Assets$95,428
Liabilities$13,369
Net Assets$82,059
Open 2016 Filing

Operations Trend

Revenue Growth94th percentile

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$21,133
Expenses$18,742
Net Income$2,391
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 15, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RUSSELL F HOUSMANPresident-$0--
JUNE WEISSSecretary-$0--
Filing and Contact Details

Filer

Filer Name
The Roberta and Russell Housman
EIN
27-1364347
Phone
8023756643
Address
38 McKee Road, Arlington, VT 05250

Signing Officer

Name
Russell F Housman
Title
President
Signed
2017-05-15
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 Appendix309 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/RecipientUSAddress/ZIPCd005201
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd105201
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd205250
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt011900
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt04525
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt04525
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt012955
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt06834
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt05706
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt03285
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt03428
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt03428
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt042820
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt014040
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt012955
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt06834
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt05706
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt03285
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt018565
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt014040
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt046248
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt032208
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Russell Housman
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt038 McKee Road
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Arlington
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0VT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd005250
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt017500
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt06516
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Change in Net Unrealized Gain (Losses) on Investments
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Investment fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Office & Miscellaneous
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Payroll Processing
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0245
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1784
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0141
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0141
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1245
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2784
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0Unrealized Change in Investments
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt013369
TaxesSchedule/TaxesDetail/Amt036
TaxesSchedule/TaxesDetail/Amt1401
TaxesSchedule/TaxesDetail/CategoryTxt0Other Taxes
TaxesSchedule/TaxesDetail/CategoryTxt1Payroll Taxes
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0401
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt036
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RUSSELL F HOUSMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Roberta and Russell Housman
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Charitable Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0271364347
ReturnHeader/Filer/PhoneNum08023756643
ReturnHeader/Filer/USAddress/AddressLine1Txt038 McKee Road
ReturnHeader/Filer/USAddress/CityNm0Arlington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VT
ReturnHeader/Filer/USAddress/ZIPCd005250
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Joseph A Wagner CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0844 East Manchester Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Manchester Center
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd005255
ReturnHeader/PreparerPersonGrp/PhoneNum08023629086
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Joseph A Wagner
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-05-15T05:20:43-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$95,428
Liabilities
$13,369
Net assets
$82,059
Revenue
$21,133
Expenses
$18,742
Net income
$2,391
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • <$500k nonprofits