Civic Intelligence

Stone Ridge Foundation Inc.

990EZ • Fiscal year 2016 • EIN 27-1545143

Jan 01, 2016 to Dec 31, 2016 • Filed on May 09, 2017

Organization ProfileN/A
20 Market StreetAmesbury, MA 01913

(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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

19th percentile

-15%

Higher net margin than 19% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

19th percentile

-23%

Faster asset growth than 19% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

38th percentile

-6.7%

Faster revenue growth than 38% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$18,412

Down $5,534 (-23%) from 2015

Net Assets

Down

$18,412

Down $5,534 (-23%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin19th percentile

Revenue

Down

$36,526

Down $2,629 (-6.7%) from 2015

Expenses

Down

$42,060

Down $1,120 (-2.6%) from 2015

Net Income

Down

-$5,534

Down $1,509 (-37%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth19th 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

2016

Assets$18,412
Liabilities-
Net Assets$18,412
Open 2016 Filing

Operations Trend

Revenue Growth38th 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

2016

Revenue$36,526
Expenses$42,060
Net Income-$5,534
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 9, 2017
Return Version
2016v3.0
Gross Receipts
$36,526
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.-$41,975
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SANDRA BERKENBUSHDirectorPT$0--
E STEPHEN ROBINSONPresidentPT$0--
CATHERINE TOOMEYClerkPT$0--
MICHAEL WEBBERTreasurerPT$0--
MICHAEL MULLINSDirectorPT$0--
-DirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Stone Ridge Foundation Inc
EIN
27-1545143
Phone
9784634322
Address
20 Market Street, Amesbury, MA 01913

Signing Officer

Name
E Stephen Robinson
Title
Trustee
Phone
9784634322
Signed
2017-05-09

Preparer

Firm
Jeffrey C Kirpas and Co Pc
Address
21 PLEASANT ST STE 248, NEWBURYPORT, MA 01950-2623
Preparer
Jeffrey C Kirpas
Phone
9784627250
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 10

“Charitable giving; general purpose; see attached list: of organizations, newburyport/amesbury, ma, 0”

Form 990EZ, Part I, Line 16

“Filing Fees 35.”

Raw XML Appendix148 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/AddressLine1Txt026 Friend Street
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Amesbury
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001950
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt023946
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt018412
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt036526
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-5534
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt023946
IRS990EZ/Form990TotalAssetsGrp/EOYAmt018412
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt042025
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt036526
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt023946
IRS990EZ/NetAssetsOrFundBalancesEOYAmt018412
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt023946
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt018412
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt0Raymond S Perkins
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SANDRA BERKENBUSH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1E STEPHEN ROBINSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CATHERINE TOOMEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MICHAEL WEBBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MICHAEL MULLINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Clerk
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
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/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/ProgramServiceExpensesAmt041975
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt042060
IRS990EZ/TotalProgramServiceExpensesAmt041975
IRS990EZ/TotalRevenueAmt036526
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt036526
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt039155
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt038585
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt022106
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt013265
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0149637
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0149637
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt036526
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt039155
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt038585
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt022106
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt013265
IRS990ScheduleA/Total509Grp/TotalAmt0149637
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0149637
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CHARITABLE GIVING; GENERAL PURPOSE; SEE ATTACHED LIST: OF ORGANIZATIONS, NEWBURYPORT/AMESBURY, MA, 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Filing Fees 35.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0E STEPHEN ROBINSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09784634322
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Stone Ridge Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0STON
ReturnHeader/Filer/EIN0271545143
ReturnHeader/Filer/PhoneNum09784634322
ReturnHeader/Filer/USAddress/AddressLine1Txt020 Market Street
ReturnHeader/Filer/USAddress/CityNm0Amesbury
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001913
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId07CDDB231897F2B86D33C7A8421A9D799351C30A4
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06CCBCC4CC7653EC5CB8CDC35D138020EC4F751EE
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt075.150.87.81
ReturnHeader/FilingSecurityInformation/IPDt02017-05-18
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm009:08:17
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JEFFREY C KIRPAS AND CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt021 PLEASANT ST STE 248
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEWBURYPORT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0019502623
ReturnHeader/PreparerPersonGrp/PhoneNum09784627250
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY C KIRPAS
ReturnHeader/ReturnTs02017-05-18T09:08:25-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$18,412
Liabilities
-
Net assets
$18,412
Revenue
$36,526
Expenses
$42,060
Net income
-$5,534
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • <$500k nonprofits