Civic Intelligence

Stephen M Ross Foundation

990PF • Fiscal year 2018 • EIN 38-7104084

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 28, 2019

Organization Profile
C/O Perspecta 1 Liberty Ln E No 100Hampton, NH 03842

(603) 929-2700

Siviq Scores

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

Liabilities / Assets

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Net Margin

3rd percentile

-171%

Higher net margin than 3% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Asset Growth

1st percentile

-85%

Faster asset growth than 1% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

1st percentile

-96%

Faster revenue growth than 1% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets37th percentile

Assets

Down

$145,722

Down $852,575 (-85%) from 2017

Net Assets

Down

$145,722

Down $852,575 (-85%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin3rd percentile

Revenue

Down

$500,016

Down $12,100,036 (-96%) from 2017

Expenses

Down

$1,352,591

Down $11,248,409 (-89%) from 2017

Net Income

Down

-$852,575

Down $851,627 (-89834%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth1st percentile

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

$40M$30M$20M$10M$0Assets 2015: $999,195Liabilities 2015: $1Net Assets 2015: $999,1952015Assets 2017: $998,297Liabilities 2017: $0Net Assets 2017: $998,2972017Assets 2018: $145,722Liabilities 2018: $0Net Assets 2018: $145,7222018Assets 2019: $2,991,863Liabilities 2019: $1Net Assets 2019: $2,991,8632019Assets 2020: $12,446,344Liabilities 2020: $1Net Assets 2020: $12,446,3442020Assets 2021: $12,881,113Liabilities 2021: $1Net Assets 2021: $12,881,1132021Assets 2022: $30,149,051Liabilities 2022: $1Net Assets 2022: $30,149,0512022Assets 2023: $11,904,457Liabilities 2023: $1Net Assets 2023: $11,904,4572023Assets 2024: $11,718,135Liabilities 2024: $0Net Assets 2024: $11,718,1352024

Highlighted filing

2018

Assets$145,722
Liabilities$0
Net Assets$145,722
Open 2018 Filing

Operations Trend

Revenue Growth1st percentile

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

$60M$40M$20M$0-$20MRevenue 2015: $1,000,021Expenses 2015: $1,851Net Income 2015: $998,1702015Revenue 2017: $12,600,052Expenses 2017: $12,601,000Net Income 2017: -$9482017Revenue 2018: $500,016Expenses 2018: $1,352,591Net Income 2018: -$852,5752018Revenue 2019: $13,667,831Expenses 2019: $10,821,690Net Income 2019: $2,846,1412019Revenue 2020: $12,596,344Expenses 2020: $3,141,863Net Income 2020: $9,454,4812020Revenue 2021: $533,154Expenses 2021: $98,385Net Income 2021: $434,7692021Revenue 2022: $40,306,893Expenses 2022: $206,973Net Income 2022: $40,099,9202022Revenue 2023: $21,203,219Expenses 2023: $39,447,813Net Income 2023: -$18,244,5942023Revenue 2024: $629,520Expenses 2024: $812,442Net Income 2024: -$182,9222024

Highlighted filing

2018

Revenue$500,016
Expenses$1,352,591
Net Income-$852,575
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 28, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PRESPECTA TRUST LLCTrusteePT$0--
STEPHEN M ROSSDistribution Committee-$0--
STEPHEN M ROSSInvestment Committee-$0--
Filing and Contact Details

Filer

Filer Name
Stephen M Ross Foundation
EIN
38-7104084
Phone
6039292700
Address
C/O PERSPECTA 1 LIBERTY LN E NO 100, HAMPTON, NH 03842

Signing Officer

Name
Elizabeth C Collins
Title
Trust Officer
Phone
6039292670
Signed
2019-10-28
Discuss with paid preparer
Yes

Preparer

Firm
Mazars USA Llp
Address
135 WEST 50TH STREET, NEW YORK, NY 10020
Preparer
Kyle Wissel
Phone
2128127000
Raw XML Appendix314 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/CityNm2NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010019
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd102115
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd210013
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd310025
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01338000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt032280
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt032280
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt012551802
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt07434084
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt021298901
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01313015
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt012551802
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt07434084
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01345295
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01313015
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt021298901
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt019985886
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0STEPHEN M ROSS
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0C/O RELATED COMPANIES LP 60 COLUMBU
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0NEW YORK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd010023
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0500000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt07295
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt014590
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt07295
TaxesSchedule/TaxesDetail/Amt01
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ELIZABETH C COLLINS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum06039292670
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STEPHEN M ROSS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0STEP
ReturnHeader/Filer/EIN0387104084
ReturnHeader/Filer/PhoneNum06039292700
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O PERSPECTA 1 LIBERTY LN E NO 100
ReturnHeader/Filer/USAddress/CityNm0HAMPTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NH
ReturnHeader/Filer/USAddress/ZIPCd003842
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0131459550
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MAZARS USA LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0135 WEST 50TH STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010020
ReturnHeader/PreparerPersonGrp/PhoneNum02128127000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KYLE WISSEL
ReturnHeader/ReturnTs02019-11-15T08:43:26-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$145,722
Liabilities
$0
Net assets
$145,722
Revenue
$500,016
Expenses
$1,352,591
Net income
-$852,575
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$11.7$0.00$11.7$0.63$0.81$0.18
2023Detailed filing. Detailed filing data is available for this year.$11.9$0.00$11.9$21.2$39.4$18.2
2022Detailed filing. Detailed filing data is available for this year.$30.1$0.00$30.1$40.3$0.21$40.1
2021Detailed filing. Detailed filing data is available for this year.$12.9$0.00$12.9$0.53$0.10$0.43
2020Detailed filing. Detailed filing data is available for this year.$12.4$0.00$12.4$12.6$3.14$9.45
2019Detailed filing. Detailed filing data is available for this year.$2.99$0.00$2.99$13.7$10.8$2.85
2018Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$0.50$1.35$0.85
2017Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$12.6$12.6$0.00
2015Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$1.00$0.00$1.00