Civic Intelligence

Stephen M Ross Foundation

990PF • Fiscal year 2019 • EIN 38-7104084

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 16, 2020

Organization Profile
CO Perspecta 1 Liberty Ln E No 1Hampton, NH 03842

(603) 929-2700

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

Higher debt load relative to assets than 17% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

17th percentile

0.00x

Higher debt load relative to revenue than 17% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Source year 2019

Net Margin

76th percentile

21%

Higher net margin than 76% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

21st percentile

$0

Higher top officer pay than 21% of similar nonprofits.

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

2019 filings • $10M-$25M nonprofits • Source year 2019

Asset Growth

100th percentile

1953%

Faster asset growth than 100% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

99th percentile

2633%

Faster revenue growth than 99% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$2,991,863

Up $2,846,141 (+1953%) from 2018

Net Assets

Up

$2,991,863

Up $2,846,141 (+1953%) from 2018

Liabilities

Up

$1

Up $1 from 2018

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin76th percentile

Revenue

Up

$13,667,831

Up $13,167,815 (+2633%) from 2018

Expenses

Up

$10,821,690

Up $9,469,099 (+700%) from 2018

Net Income

Up

$2,846,141

Up $3,698,716 (+434%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth100th 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

2019

Assets$2,991,863
Liabilities$1
Net Assets$2,991,863
Open 2019 Filing

Operations Trend

Revenue Growth99th 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

2019

Revenue$13,667,831
Expenses$10,821,690
Net Income$2,846,141
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 16, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay21st 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
CO PERSPECTA 1 LIBERTY LN E NO 1, HAMPTON, NH 03842

Signing Officer

Name
Elizabeth C Collins
Title
Trust Officer
Phone
6039292670
Signed
2020-11-16
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 Appendix311 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/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt012551802
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt07434084
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt032118576
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt010819675
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01313015
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt012551802
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt07434084
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IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt010819675
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt010819675
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IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
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LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt03970
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt01985
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt030
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt030
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ELIZABETH C COLLINS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum06039292670
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STEPHEN M ROSS FOUNDATION
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ReturnHeader/Filer/EIN0387104084
ReturnHeader/Filer/PhoneNum06039292700
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ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0207.172.160.79
ReturnHeader/FilingSecurityInformation/IPDt02020-11-16
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm012:30:28
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/ReturnTs02020-11-16T12:53:22-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,991,863
Liabilities
$1
Net assets
$2,991,863
Revenue
$13,667,831
Expenses
$10,821,690
Net income
$2,846,141
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