Civic Intelligence

Stephen M Ross Foundation

990PF • Fiscal year 2022 • EIN 38-7104084

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 15, 2023

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

15th percentile

0.00x

Higher debt load relative to assets than 15% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Source year 2022

Liabilities / Revenue

14th percentile

0.00x

Higher debt load relative to revenue than 14% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Source year 2022

Net Margin

98th percentile

99%

Higher net margin than 98% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Source year 2022

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2022 filings • $25M-$50M nonprofits • Source year 2022

Asset Growth

97th percentile

134%

Faster asset growth than 97% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Annualized from 2021 to 2022

Revenue Growth

100th percentile

7460%

Faster revenue growth than 100% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$30,149,051

Up $17,267,938 (+134%) from 2021

Net Assets

Up

$30,149,051

Up $17,267,938 (+134%) from 2021

Liabilities

Flat

$1

Flat from 2021

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin98th percentile

Revenue

Up

$40,306,893

Up $39,773,739 (+7460%) from 2021

Expenses

Up

$206,973

Up $108,588 (+110%) from 2021

Net Income

Up

$40,099,920

Up $39,665,151 (+9123%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth97th 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

2022

Assets$30,149,051
Liabilities$1
Net Assets$30,149,051
Open 2022 Filing

Operations Trend

Revenue Growth100th 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

2022

Revenue$40,306,893
Expenses$206,973
Net Income$40,099,920
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 15, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay19th 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
2023-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Mazars USA Llp
Address
135 WEST 50TH STREET, NEW YORK, NY 10020
Preparer
David Nigliazzo
Phone
2128127000
Raw XML Appendix332 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/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt039655
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/AppliedToCurrentYearAmt039655
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02550470
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt02510815
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt010075
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt03000025
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt010819675
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01313015
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt012551802
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt02510815
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt010040987
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt015142790
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt010075
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt03000025
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt010819675
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01313015
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt039655
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt025183777
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt027694592
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0STEPHEN ROSS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0702 NORTH COUNTY RD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0PALM BEACH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd033480
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt040000000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt040000000
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0COOP - 25 COLUMBUS CIRCLE PH 80
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02022-11-30
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt011296976
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt10
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0TORY BURCH LLC
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc125PH COLUMBUS CIRCLE, LLC
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt011425217
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt117168018
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt011425217
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt140000000
OtherDecreasesSchedule/OtherDecreasesDetail/Amt022831982
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0TAX ADJUSTMENT ON CONTRIBUTION
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0291468
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt118042
OtherIncomeSchedule2/OtherIncomeDetail/Desc0TORY BURCH, LLC - ORDINARY
OtherIncomeSchedule2/OtherIncomeDetail/Desc1TORY BURCH, LLC - ROYALTIES
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt018042
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0291468
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt118042
TaxesSchedule/TaxesDetail/Amt0164044
TaxesSchedule/TaxesDetail/CategoryTxt0INCOME TAX EXPENSE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ELIZABETH C COLLINS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum06039292670
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-15
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/IRSResponsiblePrtyInfoCurrInd00
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/PreparerPersonNm0DAVID NIGLIAZZO
ReturnHeader/ReturnTs02023-11-15T17:36:17-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ELIZABETH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0COLLINS
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$30,149,051
Liabilities
$1
Net assets
$30,149,051
Revenue
$40,306,893
Expenses
$206,973
Net income
$40,099,920
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