Civic Intelligence

Stephen M Ross Foundation

990PF • Fiscal year 2021 • EIN 38-7104084

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 15, 2022

Organization Profile

Refreshing map…

60 Penhallow Street 400Portsmouth, NH 03801

(603) 929-2700

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

19th percentile

0.00x

Higher debt load relative to revenue than 19% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

Net Margin

94th percentile

82%

Higher net margin than 94% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

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

2021 filings • $10M-$25M nonprofits • Source year 2021

Asset Growth

34th percentile

3.5%

Faster asset growth than 34% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

1st percentile

-96%

Faster revenue growth than 1% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$12,881,113

Up $434,769 (+3.5%) from 2020

Net Assets

Up

$12,881,113

Up $434,769 (+3.5%) from 2020

Liabilities

Flat

$1

Flat from 2020

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin94th percentile

Revenue

Down

$533,154

Down $12,063,190 (-96%) from 2020

Expenses

Down

$98,385

Down $3,043,478 (-97%) from 2020

Net Income

Down

$434,769

Down $9,019,712 (-95%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth34th 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

2021

Assets$12,881,113
Liabilities$1
Net Assets$12,881,113
Open 2021 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

2021

Revenue$533,154
Expenses$98,385
Net Income$434,769
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 15, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JORDAN PARK TRUST COMPANY 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
60 PENHALLOW STREET 400, PORTSMOUTH, NH 03801

Signing Officer

Name
Elizabeth C Collins
Title
Trust Officer
Phone
6039292670
Signed
2022-11-15
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 Appendix281 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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OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt012446327
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0TORY BURCH LLC
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt011296976
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt011296976
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt075
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt075
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0533154
OtherIncomeSchedule2/OtherIncomeDetail/Desc0TORY BURCH LLC
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0533154
TaxesSchedule/TaxesDetail/Amt088310
TaxesSchedule/TaxesDetail/CategoryTxt0INCOME TAX EXPENSE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ELIZABETH C COLLINS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum06039292670
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STEPHEN M ROSS FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O JORDAN PARK TRUST COMPANY
ReturnHeader/Filer/BusinessNameControlTxt0STEP
ReturnHeader/Filer/EIN0387104084
ReturnHeader/Filer/PhoneNum06039292700
ReturnHeader/Filer/USAddress/AddressLine1Txt060 PENHALLOW STREET 400
ReturnHeader/Filer/USAddress/CityNm0PORTSMOUTH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NH
ReturnHeader/Filer/USAddress/ZIPCd003801
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/ReturnTs02022-11-15T13:57:29-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ELIZABETH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0COLLINS
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,881,113
Liabilities
$1
Net assets
$12,881,113
Revenue
$533,154
Expenses
$98,385
Net income
$434,769
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