Civic Intelligence

The Ros Foundation

990PF • Fiscal year 2014 • EIN 39-1948463

Jan 01, 2014 to Dec 31, 2014 • Filed on Aug 26, 2015

Organization Profile
4811 S 76th Street No 211Greenfield, WI 53220

(414) 281-6000

Siviq Scores

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

Liabilities / Assets

16th percentile

0.00x

Higher debt load relative to assets than 16% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

16th percentile

0.00x

Higher debt load relative to revenue than 16% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Source year 2014

Net Margin

97th percentile

88%

Higher net margin than 97% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

18th percentile

$0

Higher top officer pay than 18% of similar nonprofits.

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

2014 filings • $10M-$25M nonprofits • Source year 2014

Asset Growth

93rd percentile

39%

Faster asset growth than 93% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

95th percentile

162%

Faster revenue growth than 95% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets16th percentile

Assets

Up

$12,635,103

Up $3,548,682 (+39%) from 2013

Net Assets

Up

$12,635,046

Up $3,603,687 (+40%) from 2013

Liabilities

Down

$57

Down $55,005 (-100%) from 2013

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin97th percentile

Revenue

Up

$4,103,190

Up $2,536,900 (+162%) from 2013

Expenses

Up

$506,945

Up $22,187 (+4.6%) from 2013

Net Income

Up

$3,596,245

Up $2,514,713 (+233%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth93rd percentile

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

$80M$60M$40M$20M$0Assets 2011: $7,595,560Liabilities 2011: $18,581Net Assets 2011: $7,576,9792011Assets 2012: $7,966,082Liabilities 2012: $61,000Net Assets 2012: $7,905,0822012Assets 2013: $9,086,421Liabilities 2013: $55,062Net Assets 2013: $9,031,3592013Assets 2014: $12,635,103Liabilities 2014: $57Net Assets 2014: $12,635,0462014Assets 2015: $13,835,705Liabilities 2015: $5,399Net Assets 2015: $13,830,3062015Assets 2016: $15,031,334Liabilities 2016: $0Net Assets 2016: $15,031,3342016Assets 2017: $30,772,671Liabilities 2017: $0Net Assets 2017: $30,772,6712017Assets 2018: $29,036,898Liabilities 2018: $1,402Net Assets 2018: $29,035,4962018Assets 2019: $27,969,041Liabilities 2019: $1Net Assets 2019: $27,969,0412019Assets 2020: $29,032,206Liabilities 2020: $1Net Assets 2020: $29,032,2062020Assets 2021: $30,196,896Liabilities 2021: $1Net Assets 2021: $30,196,8962021Assets 2022: $30,148,498Liabilities 2022: $22Net Assets 2022: $30,148,4762022Assets 2023: $61,473,722Liabilities 2023: $1Net Assets 2023: $61,473,7222023Assets 2024: $61,469,401Liabilities 2024: $0Net Assets 2024: $61,469,4012024

Highlighted filing

2014

Assets$12,635,103
Liabilities$57
Net Assets$12,635,046
Open 2014 Filing

Operations Trend

Revenue Growth95th percentile

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

$40M$30M$20M$10M$0-$10MExpenses 2011: $346,5392011Expenses 2012: $409,2112012Revenue 2013: $1,566,290Expenses 2013: $484,758Net Income 2013: $1,081,5322013Revenue 2014: $4,103,190Expenses 2014: $506,945Net Income 2014: $3,596,2452014Revenue 2015: $1,811,869Expenses 2015: $616,609Net Income 2015: $1,195,2602015Revenue 2016: $2,022,740Expenses 2016: $821,712Net Income 2016: $1,201,0282016Revenue 2017: $17,852,369Expenses 2017: $2,111,032Net Income 2017: $15,741,3372017Revenue 2018: $612,637Expenses 2018: $2,365,762Net Income 2018: -$1,753,1252018Revenue 2019: $1,103,073Expenses 2019: $2,177,957Net Income 2019: -$1,074,8842019Revenue 2020: $3,907,135Expenses 2020: $2,848,776Net Income 2020: $1,058,3592020Revenue 2021: $3,469,836Expenses 2021: $2,302,966Net Income 2021: $1,166,8702021Revenue 2022: $2,217,092Expenses 2022: $2,265,512Net Income 2022: -$48,4202022Revenue 2023: $34,274,765Expenses 2023: $2,946,033Net Income 2023: $31,328,7322023Revenue 2024: $2,873,712Expenses 2024: $3,461,438Net Income 2024: -$587,7262024

Highlighted filing

2014

Revenue$4,103,190
Expenses$506,945
Net Income$3,596,245
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Aug 26, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay18th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT O SCHLYTTERTrustee-$0--
ROBERT B SCHLYTTERTrustee-$0--
SUSAN L RIORDANTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The ROS Foundation CO Robert O Schlytter
EIN
39-1948463
Phone
4142816000
Address
4811 S 76th Street No 211, Greenfield, WI 53220

Signing Officer

Name
Robert O Schlytter
Title
Trustee
Phone
4142816000
Signed
2015-08-26
Discuss with paid preparer
Yes

Preparer

Firm
Sattell Johnson Appel & Co Sc
Address
111 Heritage Reserve, Menomonee Falls, WI 53051-5701
Preparer
Barry S Sattell CPA
Phone
4142730500
Raw XML AppendixShowing 400 of 874 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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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0Form 990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0Statement Required Under Reg. Sec. 53.4942(a)-3(b)(7)(ii)
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0Statement Required Under Reg. Sec. 53.4942(a)-3(b)(7)(ii) for Amounts Set Aside in 2013Nature and purposes of the specific project for which amounts are set aside: The funds were used in honor of the Family Unity International Working Boys Center 50th anniversary and related commerative projects.The amounts set aside for the projcet described above will be paid on August 9, 2014.The project described above will not be completed before the end of the taxable year in which the set-aside was made.
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0Heartland Stocks
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Stifel #1989
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Stifel #1989
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2Stifel #1989
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3Stifel #1989
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4Stifel #1989
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5Stifel #1989 - Put/Call Options
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6Stifel #7257
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7Stifel #7257
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8Stifel #7257 - Cash in Lieu
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9Brookfield Infrastructure
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10Stifel #7257 - Cash in Lieu
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11Oaktree Capital Group, LLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12Oaktree Capital Group, LLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13Capital Gains Dividends
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92014-12-31
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0310224
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt03596245
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt01624
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt09066
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt012636670
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt09031359
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt012635046
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0527152
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0527152
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0527152
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0538369
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt011217
IRS990PF/DistributableAmountGrp/TotalTaxAmt011217
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt03000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt02894
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt049
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt011160
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt011217
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt02894
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt011217
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt011217
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt014160
IRS990PF/FMVAssetsEOYAmt014575073
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt05062
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt057
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt02020
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt0315
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt02020
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt02020
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt03306034
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt03386027
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt03338902
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt04975249
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt05673998
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt07661093
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt050000
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0174690
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblBOYAmt0608
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0629525
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt03573058
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt03573058
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt09086421
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt012635103
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt014575073
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt055062
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt057
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt09086421
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt012635103
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt09031359
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt012635046
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt09031359
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt012635046
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt010931349
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0633130
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt010298219
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0163970
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0538369
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt010767379
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt010931349
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ROBERT O SCHLYTTER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ROBERT B SCHLYTTER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2SUSAN L RIORDAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt02212 HARBOUR COURT DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11016 MANOR LAKE DR UNIT E 204
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt28691 PURSLANE DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0LONGBOAT KEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1NAPLES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2NAPLES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd034228
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd134119
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd234109
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0487536
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0493145
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0429161
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0367305
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0306882
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0258257
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0309535
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.045279
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.045970
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.043344
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.041926
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.040812
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.054341
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt05609
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt010767379
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt09335703
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt08474200
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt07319593
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt06327927
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt05696186
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0442441
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.226393
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0442441
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0442441
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0442441
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0Lynne Miller
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt04811 S 76th Street 211
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Greenfield
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd053220
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum04142816000
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0NO SPECIFIC FORM REQUIRED. BROCHURES AND LETTERS STATING CHARITABLE PURPOSE PREFERRED.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0THE ROS FOUNDATION
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum04142816000
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt04811 S 76th Street Ste 211
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Greenfield
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd053220
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0ROBERT O SCHLYTTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05600
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt25000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt36000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt45000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt520000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt65000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt710000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt815000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt93000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1050000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1115000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt125000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1325000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1410000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt155000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1615000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt175000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt182000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1910000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt205000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt215000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt235000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt241000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2515000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt263000

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,635,103
Liabilities
$57
Net assets
$12,635,046
Revenue
$4,103,190
Expenses
$506,945
Net income
$3,596,245
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$61.5$0.00$61.5$2.87$3.46$0.59
2023Detailed filing. Detailed filing data is available for this year.$61.5$0.00$61.5$34.3$2.95$31.3
2022Detailed filing. Detailed filing data is available for this year.$30.1$0.00$30.1$2.22$2.27$0.05
2021Detailed filing. Detailed filing data is available for this year.$30.2$0.00$30.2$3.47$2.30$1.17
2020Detailed filing. Detailed filing data is available for this year.$29.0$0.00$29.0$3.91$2.85$1.06
2019Detailed filing. Detailed filing data is available for this year.$28.0$0.00$28.0$1.10$2.18$1.07
2018Detailed filing. Detailed filing data is available for this year.$29.0$0.00$29.0$0.61$2.37$1.75
2017Detailed filing. Detailed filing data is available for this year.$30.8$0.00$30.8$17.9$2.11$15.7
2016Detailed filing. Detailed filing data is available for this year.$15.0$0.00$15.0$2.02$0.82$1.20
2015Detailed filing. Detailed filing data is available for this year.$13.8$0.01$13.8$1.81$0.62$1.20
2014Detailed filing. Detailed filing data is available for this year.$12.6$0.00$12.6$4.10$0.51$3.60
2013Detailed filing. Detailed filing data is available for this year.$9.09$0.06$9.03$1.57$0.48$1.08
2012Detailed filing. Detailed filing data is available for this year.$7.97$0.06$7.91$0.41
2011Detailed filing. Detailed filing data is available for this year.$7.60$0.02$7.58$0.35