Civic Intelligence

Rhona'S Place Foundation

990PF • Fiscal year 2013 • EIN 27-4477606

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 14, 2014

Organization Profile
22 West Pennsylvania Avenue No 60621204

(410) 339-7313

Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • $5M-$10M nonprofits • Source year 2013

Liabilities / Revenue

23rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • $5M-$10M nonprofits • Source year 2013

Net Margin

11th percentile

-37%

Higher net margin than 11% of similar nonprofits.

2013 filings • $5M-$10M nonprofits • Source year 2013

Top Officer Pay

41st percentile

$40,061

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 15.6% of source-year revenue.

2013 filings • $5M-$10M nonprofits • Source year 2013

Asset Growth

56th percentile

4.0%

Faster asset growth than 56% of similar nonprofits.

2013 filings • $5M-$10M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$7,961,067

Up $306,857 (+4.0%) from 2012

Net Assets

Up

$7,961,067

Up $306,857 (+4.0%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin11th percentile

Revenue

$257,571

No earlier filing loaded for comparison.

Expenses

Up

$353,464

Up $29,788 (+9.2%) from 2012

Net Income

-$95,893

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

$10M$5.0M$0Assets 2012: $7,654,210Liabilities 2012: $0Net Assets 2012: $7,654,2102012Assets 2013: $7,961,067Liabilities 2013: $0Net Assets 2013: $7,961,0672013Assets 2014: $8,349,069Liabilities 2014: $0Net Assets 2014: $8,349,0692014Assets 2015: $7,279,648Liabilities 2015: $0Net Assets 2015: $7,279,6482015Assets 2017: $7,080,420Liabilities 2017: $0Net Assets 2017: $7,080,4202017Assets 2018: $7,045,607Liabilities 2018: $0Net Assets 2018: $7,045,6072018Assets 2019: $8,627,994Liabilities 2019: $0Net Assets 2019: $8,627,9942019Assets 2020: $8,205,001Liabilities 2020: $0Net Assets 2020: $8,205,0012020Assets 2021: $8,956,944Liabilities 2021: $185,214Net Assets 2021: $8,771,7302021Assets 2022: $8,510,847Liabilities 2022: $46,583Net Assets 2022: $8,464,2642022Assets 2024: $8,302,549Liabilities 2024: $71,515Net Assets 2024: $8,231,0342024

Highlighted filing

2013

Assets$7,961,067
Liabilities$0
Net Assets$7,961,067
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2012: $323,6762012Revenue 2013: $257,571Expenses 2013: $353,464Net Income 2013: -$95,8932013Revenue 2014: $437,542Expenses 2014: $353,744Net Income 2014: $83,7982014Revenue 2015: $291,744Expenses 2015: $496,032Net Income 2015: -$204,2882015Revenue 2017: $469,416Expenses 2017: $565,918Net Income 2017: -$96,5022017Revenue 2018: $361,349Expenses 2018: $396,162Net Income 2018: -$34,8132018Revenue 2019: $2,074,652Expenses 2019: $492,265Net Income 2019: $1,582,3872019Revenue 2020: $328,264Expenses 2020: $751,257Net Income 2020: -$422,9932020Revenue 2021: $1,075,250Expenses 2021: $508,521Net Income 2021: $566,7292021Revenue 2022: $215,895Expenses 2022: $523,361Net Income 2022: -$307,4662022Revenue 2024: $458,856Expenses 2024: $397,804Net Income 2024: $61,0522024

Highlighted filing

2013

Revenue$257,571
Expenses$353,464
Net Income-$95,893
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 14, 2014
Return Version
2013v3.0
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JERRY D FOCASTrustee-$40,061-$40,061
Filing and Contact Details

Filer

EIN
27-4477606
Phone
4103397313

Signing Officer

Name
Jerry D Focas
Title
Trustee
Phone
4103397313
Signed
2014-11-14
Discuss with paid preparer
Yes

Preparer

Preparer
Mark Steinberg
Phone
4103633200
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt33PIONEER STRATEGIC INCOME FD CL Y
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt34PNC ULTRA SHORT BOND FUND CL I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt35PRUDENTIAL JENNISON NATURAL RESOURCES Z
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt36PRUDENTIAL SHORT TERM CORP BD FD CL Z
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt37PRUDENTIAL SHORT TERM CORP BD FD CL Z
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt38RIDGEWORTH SEIX FLOAT RATE HIGH INC I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt39ROYCE PA MUTUAL FUND INVSTMENT CL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt40SPDR S&P 500 ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt41T ROWE PRICE EMERGING MKTS STOCK FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt42THE OAKMARK INTL FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt43THORNBURG INTL VALUE FD CL I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt44VANGUARD TOTAL BOND MARKET ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt45VANGUARD FTSE ALL WORLD EX US ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt46VANGUARD FTSE DEVELOPED MKTS ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt47VANGUARD HIGH DIVIDEND YIELD ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt48VANGUARD HIGH YEILD CORP INVESTOR CL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt49VANGUARD FTSE EMERGING MARKETS ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt50VANGUARD SHORT TERM CORP BOND ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt51VANGUARD SHORT TERM INFLATION PROTECTED SECURITIES ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt52VANGUARD WELLESLEY INCOME INVESTOR CL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt53WASHINGTON REAL ESTATE INV TR SBI REIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt54WELLS FARGO ADV SMALL CAP VALUE FD CL ADMIN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt55WMS CHESTNUT FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt56WMS FAIRMOUNT FUND, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt019569
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1103059
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2119549
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt39970
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt499707
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5181526
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt68
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt770976
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt811333
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt954642
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10101452
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1128012
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12100665
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13169122
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt148449
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1546234
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1672561
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1710546
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1811536
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1939021
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2051323
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt21105991
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt22107379
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt23167486
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt24143884
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt258806
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt267078
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt27201673
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2839301
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2952950
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3010884
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3177206
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt32160629
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3382491
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3483569
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3547524
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt36157189
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3771613
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt38110616
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3937658
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt403509
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4135752
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4271696
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4361523
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4438424
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4525973
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4681776
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt47141653
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4887396
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4924849
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5021700
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5125898
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5289147
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt539344
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5465484
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt55665106
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt561545862
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd17FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd18FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd19FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd20FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd21FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd22FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd23FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd24FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd25FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd26FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd27FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd28FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd29FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd30FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd31FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd32FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd33FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd34FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd35FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd36FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd37FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd38FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd39FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd40FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd41FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd42FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd43FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd44FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd45FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd46FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd47FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd48FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd49FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd50FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd51FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd52FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd53FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd54FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd55FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd56FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0117020
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt088768
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0206
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt051577
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0257571
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0257571

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Filings

Displayed year

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

Open filing
Assets
$7,961,067
Liabilities
$0
Net assets
$7,961,067
Revenue
$257,571
Expenses
$353,464
Net income
-$95,893
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.30$0.07$8.23$0.46$0.40$0.06
2022Detailed filing. Detailed filing data is available for this year.$8.51$0.05$8.46$0.22$0.52$0.31
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.96$0.19$8.77$1.08$0.51$0.57
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.21$0.00$8.21$0.33$0.75$0.42
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.63$0.00$8.63$2.07$0.49$1.58
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.05$0.00$7.05$0.36$0.40$0.03
2017Detailed filing. Detailed filing data is available for this year.$7.08$0.00$7.08$0.47$0.57$0.10
2015Detailed filing. Detailed filing data is available for this year.$7.28$0.00$7.28$0.29$0.50$0.20
2014Detailed filing. Detailed filing data is available for this year.$8.35$0.00$8.35$0.44$0.35$0.08
2013Detailed filing. Detailed filing data is available for this year.$7.96$0.00$7.96$0.26$0.35$0.10
2012Detailed filing. Detailed filing data is available for this year.$7.65$0.00$7.65$0.32