Civic Intelligence

Stone Ridge Foundation Inc.

990EZ • Fiscal year 2013 • EIN 27-1545143

Jan 01, 2013 to Dec 31, 2013 • Filed on Apr 29, 2014

Organization ProfileN/A
20 Market Street01913

(978) 463-4322

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 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

6th percentile

-64%

Higher net margin than 6% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

9th percentile

-46%

Faster asset growth than 9% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

87th percentile

58%

Faster revenue growth than 87% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$16,485

Down $14,251 (-46%) from 2012

Net Assets

Down

$16,485

Down $14,251 (-46%) from 2012

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin6th percentile

Revenue

Up

$22,106

Up $8,141 (+58%) from 2012

Expenses

Up

$36,357

Up $7,614 (+26%) from 2012

Net Income

Up

-$14,251

Up $527 (+3.6%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

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

$80K$60K$40K$20K$0Assets 2010: $63,928Net Assets 2010: $63,9282010Assets 2011: $45,514Net Assets 2011: $45,5142011Assets 2012: $30,736Net Assets 2012: $30,7362012Assets 2013: $16,485Net Assets 2013: $16,4852013Assets 2014: $27,971Net Assets 2014: $27,9712014Assets 2015: $23,946Net Assets 2015: $23,9462015Assets 2016: $18,412Net Assets 2016: $18,4122016Assets 2017: $14,837Net Assets 2017: $14,8372017Assets 2018: $562Net Assets 2018: $5622018Assets 2020: $0Net Assets 2020: $10,3432020Assets 2021: $26,490Net Assets 2021: $20,8862021Assets 2022: $11,898Net Assets 2022: $11,8982022Assets 2023: $11,883Net Assets 2023: $11,8832023Assets 2024: $4,913Net Assets 2024: $4,9132024

Highlighted filing

2013

Assets$16,485
Liabilities-
Net Assets$16,485
Open 2013 Filing

Operations Trend

Revenue Growth87th percentile

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

$60K$40K$20K$0-$20KRevenue 2010: $53,707Expenses 2010: $38,999Net Income 2010: $14,7082010Revenue 2011: $4,930Expenses 2011: $23,344Net Income 2011: -$18,4142011Revenue 2012: $13,965Expenses 2012: $28,743Net Income 2012: -$14,7782012Revenue 2013: $22,106Expenses 2013: $36,357Net Income 2013: -$14,2512013Revenue 2014: $38,584Expenses 2014: $27,098Net Income 2014: $11,4862014Revenue 2015: $39,155Expenses 2015: $43,180Net Income 2015: -$4,0252015Revenue 2016: $36,526Expenses 2016: $42,060Net Income 2016: -$5,5342016Revenue 2017: $36,410Expenses 2017: $39,985Net Income 2017: -$3,5752017Revenue 2018: $35,560Expenses 2018: $49,835Net Income 2018: -$14,2752018Revenue 2020: $11,300Expenses 2020: $22,934Net Income 2020: -$11,6342020Revenue 2021: $26,490Expenses 2021: $15,947Net Income 2021: $10,5432021Revenue 2022: $16,570Expenses 2022: $25,558Net Income 2022: -$8,9882022Revenue 2023: $18,360Expenses 2023: $18,375Net Income 2023: -$152023Revenue 2024: $9,930Expenses 2024: $16,900Net Income 2024: -$6,9702024

Highlighted filing

2013

Revenue$22,106
Expenses$36,357
Net Income-$14,251
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Apr 29, 2014
Return Version
2013v3.1
Gross Receipts
$22,106
Mission and Program Overview

Mission

To promote public charity and to promote civic, educational and charitable funding sources.

Program Services

DescriptionGrantsExpenses
The foundation provides assistance to individuals and families in need and charitable organizations that provide service to the homeless and people in need. The foundation will also provide scholarships to high school graduates.-$35,020
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SANDRA BERKENBUSHPresidentPT$0--
E STEPHEN ROBINSONClerkPT$0--
CATHERINE TOOMEYDirectorPT$0--
TRACY MOUSSEAUDirectorPT$0--
MICHAEL MULLINSDirectorPT$0--
Filing and Contact Details

Filer

EIN
27-1545143
Phone
9784634322

Signing Officer

Name
Cathy Toomey
Title
Director
Phone
9784634322
Signed
2014-04-29

Preparer

Preparer
Jeffrey C Kirpas
Phone
9784627250
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 10

“Charitable giving general purpose see attached list of n/s 35020.”

Form 990EZ, Part I, Line 16

“FILING FEES 35.”

Raw XML Appendix136 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0CATHY TOOMEY
IRS990EZ/BooksInCareOfDetail/PhoneNum09783880880
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1026 Friend Street
IRS990EZ/BooksInCareOfDetail/USAddress/City0Amesbury
IRS990EZ/BooksInCareOfDetail/USAddress/State0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode001950
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt030736
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt016485
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt022106
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-14251
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0800
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt030736
IRS990EZ/Form990TotalAssetsGrp/EOYAmt016485
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt035020
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt022106
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt030736
IRS990EZ/NetAssetsOrFundBalancesEOYAmt016485
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt030736
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt016485
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SANDRA BERKENBUSH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1E STEPHEN ROBINSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CATHERINE TOOMEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TRACY MOUSSEAU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MICHAEL MULLINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Clerk
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt035
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To promote public charity and to promote civic, educational and charitable funding sources.
IRS990EZ/PrintingPublicationsPostageAmt0502
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The foundation provides assistance to individuals and families in need and charitable organizations that provide service to the homeless and people in need. The foundation will also provide scholarships to high school graduates.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt035020
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt036357
IRS990EZ/TotalProgramServiceExpensesAmt035020
IRS990EZ/TotalRevenueAmt022106
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt022106
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt013265
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt04930
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt053707
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt050000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0144008
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0144008
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt022106
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt013265
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt04930
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt053707
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt050000
IRS990ScheduleA/Total509Grp/TotalAmt0144008
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0144008
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CHARITABLE GIVING GENERAL PURPOSE SEE ATTACHED LIST OF N/S 35020.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FILING FEES 35.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CATHY TOOMEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09784634322
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-04-29
ReturnHeader/Filer/BusinessName/BusinessNameLine10Stone Ridge Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0STON
ReturnHeader/Filer/EIN0271545143
ReturnHeader/Filer/PhoneNum09784634322
ReturnHeader/Filer/USAddress/AddressLine1020 Market Street
ReturnHeader/Filer/USAddress/City0Amesbury
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode001913
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10JEFFREY C KIRPAS AND CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1021 PLEASANT ST STE 248
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0NEWBURYPORT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0019502623
ReturnHeader/PreparerPersonGrp/PhoneNum09784627250
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY C KIRPAS
ReturnHeader/ReturnTs02014-06-17T11:58:55-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,485
Liabilities
-
Net assets
$16,485
Revenue
$22,106
Expenses
$36,357
Net income
-$14,251
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.91$4.91$9.93$16.9$6.97
2023Detailed filing. Detailed filing data is available for this year.$11.9$11.9$18.4$18.4$0.02
2022Detailed filing. Detailed filing data is available for this year.$11.9$11.9$16.6$25.6$8.99
2021Detailed filing. Detailed filing data is available for this year.$26.5$20.9$26.5$15.9$10.5
2020Detailed filing. Detailed filing data is available for this year.$0.00$10.3$11.3$22.9$11.6
2018Detailed filing. Detailed filing data is available for this year.$0.56$0.56$35.6$49.8$14.3
2017Detailed filing. Detailed filing data is available for this year.$14.8$14.8$36.4$40.0$3.58
2016Detailed filing. Detailed filing data is available for this year.$18.4$18.4$36.5$42.1$5.53
2015Detailed filing. Detailed filing data is available for this year.$23.9$23.9$39.2$43.2$4.03
2014Detailed filing. Detailed filing data is available for this year.$28.0$28.0$38.6$27.1$11.5
2013Detailed filing. Detailed filing data is available for this year.$16.5$16.5$22.1$36.4$14.3
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$30.7$30.7$14.0$28.7$14.8
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$45.5$45.5$4.93$23.3$18.4
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$63.9$63.9$53.7$39.0$14.7