Civic Intelligence

Aguilar Ross Foundation Ltd.

990PF • Fiscal year 2021 • EIN 39-1914688

Jul 01, 2020 to Jun 30, 2021 • Filed on Aug 06, 2021

5381 South 48th StreetGreenfield, WI 53220

(262) 574-5496

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

Higher debt load relative to assets than 56% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

Higher debt load relative to revenue than 56% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

88th percentile

53%

Higher net margin than 88% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

58th percentile

12%

Faster asset growth than 58% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

93rd percentile

217%

Faster revenue growth than 93% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$364,580

Up $38,175 (+12%) from 2020

Net Assets

Up

$364,580

Up $38,175 (+12%) from 2020

Liabilities

Up

$1

Up $1 from 2020

Revenue

Up

$71,367

Up $48,866 (+217%) from 2020

Expenses

Down

$33,191

Down $9,501 (-22%) from 2020

Net Income

Up

$38,176

Up $58,367 (+289%) from 2020

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $252,023Liabilities 2011: $0Net Assets 2011: $252,0232011Assets 2012: $263,159Liabilities 2012: $0Net Assets 2012: $263,1592012Assets 2013: $268,065Liabilities 2013: $02013Assets 2014: $338,144Liabilities 2014: $02014Assets 2015: $351,547Liabilities 2015: $02015Assets 2016: $284,281Liabilities 2016: $02016Assets 2018: $307,757Liabilities 2018: $0Net Assets 2018: $307,7572018Assets 2020: $326,405Liabilities 2020: $0Net Assets 2020: $326,4052020Assets 2021: $364,580Liabilities 2021: $1Net Assets 2021: $364,5802021Assets 2022: $408,400Liabilities 2022: $0Net Assets 2022: $408,4002022Assets 2023: $433,739Liabilities 2023: $0Net Assets 2023: $433,7392023Assets 2024: $462,441Liabilities 2024: $0Net Assets 2024: $462,4412024Assets 2025: $479,145Liabilities 2025: $0Net Assets 2025: $479,1452025

Highlighted filing

2021

Assets$364,580
Liabilities$1
Net Assets$364,580

Operations Trend

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

$150K$100K$50K$0-$50K-$100KExpenses 2011: $31,4122011Expenses 2012: $36,6602012Revenue 2013: $53,451Expenses 2013: $48,545Net Income 2013: $4,9062013Revenue 2014: $117,449Expenses 2014: $47,370Net Income 2014: $70,0792014Revenue 2015: $58,751Expenses 2015: $45,348Net Income 2015: $13,4032015Revenue 2016: -$34,656Expenses 2016: $32,610Net Income 2016: -$67,2662016Revenue 2018: $47,509Expenses 2018: $41,894Net Income 2018: $5,6152018Revenue 2020: $22,501Expenses 2020: $42,692Net Income 2020: -$20,1912020Revenue 2021: $71,367Expenses 2021: $33,191Net Income 2021: $38,1762021Revenue 2022: $79,396Expenses 2022: $35,576Net Income 2022: $43,8202022Revenue 2023: $74,299Expenses 2023: $48,960Net Income 2023: $25,3392023Revenue 2024: $75,017Expenses 2024: $46,315Net Income 2024: $28,7022024Revenue 2025: $95,968Expenses 2025: $79,264Net Income 2025: $16,7042025

Highlighted filing

2021

Revenue$71,367
Expenses$33,191
Net Income$38,176
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Aug 6, 2021
Return Version
2020v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
FRANCISCO AGUILARPressec-$0--
ELIZABETH ROSSVP Treasurer-$0--
MARK SHILLERAsst Sec-$0--
JOHN EGANDirector-$0--
FRANCISCO AGUILAR JrDirector-$0--
MAI PHODirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-Support of the San Luis Medical Clinic in MexicoPCSan Luis, San Luis, MX$24,000
Filing and Contact Details

Filer

Filer Name
Aguilar Ross Foundation
EIN
39-1914688
Address
5381 SOUTH 48TH STREET, GREENFIELD, WI 53220

Signing Officer

Name
Francisco Aguilar
Title
Pressec
Phone
4142320375
Signed
2021-08-06
Discuss with paid preparer
Yes

Preparer

Firm
Paul J Schilling CPA SC
Address
1744 Blackhawk Trail, Waukesha, WI 53186
Preparer
Paul J Schilling CPA
Phone
2625745496
Raw XML Appendix317 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0FRANCISCO AGUILAR
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IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Francisco G Aguilar
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt024000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Support of the San Luis Medical Clinic in Mexico
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/AddressLine1Txt0Vallejo 640
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CityNm0San Luis
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CountryCd0MX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/ProvinceOrStateNm0San Luis
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0San Luis Medical Clinic
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0None
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt024000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt024000
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt024000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt014131
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt014475
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt015147
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt013807
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt011396
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt011396
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt057560
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt014131
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt014475
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt015147
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt013807
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt024000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt068956
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt068956
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0FRANCISCO G AGUILAR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt05381 SOUTH 48TH STREET
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0GREENFIELD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0WI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd053220
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt030829
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt030829
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0259 Shares Apple Inc
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02020-11-06
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Investment Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Accounting Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Bank Service Charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt07599
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt07599
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11250
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2342
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0Francisco G Aguilar
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt05381 South 48th Street
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0Milwaukee
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0WI
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd053220
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0FRANCISCO AGUILAR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESSEC
ReturnHeader/BusinessOfficerGrp/PhoneNum04142320375
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AGUILAR ROSS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0AGUI
ReturnHeader/Filer/EIN0391914688
ReturnHeader/Filer/USAddress/AddressLine1Txt05381 SOUTH 48TH STREET
ReturnHeader/Filer/USAddress/CityNm0GREENFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053220
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0264013461
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Paul J Schilling CPA SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01744 Blackhawk Trail
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Waukesha
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053186
ReturnHeader/PreparerPersonGrp/PhoneNum02625745496
ReturnHeader/PreparerPersonGrp/PreparationDt02021-08-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Paul J Schilling CPA
ReturnHeader/ReturnTs02021-08-10T09:40:12-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0FRANCISCO
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0AGUILAR
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.79$0.00$4.79$0.96$0.79$0.17
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.62$0.00$4.62$0.75$0.46$0.29
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.34$0.00$4.34$0.74$0.49$0.25
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.08$0.00$4.08$0.79$0.36$0.44
2021Detailed filing. Detailed filing data is available for this year.$3.65$0.00$3.65$0.71$0.33$0.38
2020Detailed filing. Detailed filing data is available for this year.$3.26$0.00$3.26$0.23$0.43$0.20
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.08$0.00$3.08$0.48$0.42$0.06
2016Summary only. Only limited summary data is available for this year.$2.84$0.00$0.35$0.33$0.67
2015Summary only. Only limited summary data is available for this year.$3.52$0.00$0.59$0.45$0.13
2014Summary only. Only limited summary data is available for this year.$3.38$0.00$1.17$0.47$0.70
2013Summary only. Only limited summary data is available for this year.$2.68$0.00$0.53$0.49$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.63$0.00$2.63$0.37
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.52$0.00$2.52$0.31
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • 501(c)3 • <$500k nonprofits