Civic Intelligence

The Ros Foundation

990PF • Fiscal year 2020 • EIN 39-1948463

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 31, 2021

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

15th percentile

0.00x

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

2020 filings • $25M-$50M nonprofits • Source year 2020

Liabilities / Revenue

14th percentile

0.00x

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

2020 filings • $25M-$50M nonprofits • Source year 2020

Net Margin

79th percentile

27%

Higher net margin than 79% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Source year 2020

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.

2020 filings • $25M-$50M nonprofits • Source year 2020

Asset Growth

44th percentile

3.8%

Faster asset growth than 44% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Annualized from 2019 to 2020

Revenue Growth

96th percentile

254%

Faster revenue growth than 96% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$29,032,206

Up $1,063,165 (+3.8%) from 2019

Net Assets

Up

$29,032,206

Up $1,063,165 (+3.8%) from 2019

Liabilities

Flat

$1

Flat from 2019

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin79th percentile

Revenue

Up

$3,907,135

Up $2,804,062 (+254%) from 2019

Expenses

Up

$2,848,776

Up $670,819 (+31%) from 2019

Net Income

Up

$1,058,359

Up $2,133,243 (+198%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth44th 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

2020

Assets$29,032,206
Liabilities$1
Net Assets$29,032,206
Open 2020 Filing

Operations Trend

Revenue Growth96th 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

2020

Revenue$3,907,135
Expenses$2,848,776
Net Income$1,058,359
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 31, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRIAN RIORDANTrustee-$0--
SUSAN L RIORDANTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Ros Foundation
EIN
39-1948463
Phone
4142816000
Address
4811 S 76TH STREET NO 211, GREENFIELD, WI 53220

Signing Officer

Name
Susan L Riordan
Title
Trustee
Phone
4142816000
Signed
2021-10-31
Discuss with paid preparer
Yes

Preparer

Firm
Wipfli Llp
Address
10000 INNOVATION DRIVE SUITE 250, MILWAUKEE, WI 53226-4837
Preparer
Christie Felton CPA
Phone
4144319300
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt62140370
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt63104110
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt68181080
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6991074
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7040100
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ABBOTT LABORATORIES - 1500 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ALLSTATE CORP DEP SHS REPSTG - 500 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2AMERICAN ELECTRIC POWER COMPANY INC CORP UNIT - 200 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3APPLE INC - 13300 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4ARES CAPITAL CORP - 2000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5ASPEN INSURANCE HLDGS PFD 5.95% - 1000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6ASSOCIATED BANC CORP - 8000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7AT&T INC - 2000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8BECTON DICKINSON & CO - 1000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9BERKSHIRE HATHAWAY INC CL B NEW - 2600 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10BLACKROCK - 2500 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11BRISTOL MYERS SQUIBB COMPANY - 1100 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12COCA-COLA CO - 2000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13COMCAST CORP CL A NEW - 1000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14DEERE & CO - 700 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15DISCOVER FINANCIAL SERVICES - 1500 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16DISCOVERY INC SERC - 2000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17DOMINION ENERGY INC - 600 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18DTE ENERGY CO - 500 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19DUKE ENERGY CORP NEW - 1000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20EASTMAN CHEMICAL CO - 1000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21EVERGY INC - 1500 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22EXXON MOBIL CORP - 2200 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23FEDL AGRIC MTG CORP - 1000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24FEDL AGRIC MTG CORP - 2000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25GENERAL DYNAMICS CORP - 700 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26GILEAD SCIENCES INC - 400 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27GLOBE LIFE INC. - 1500 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28GOLDMAN SACHS GROUP INC - 1000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29HEARTLAND FUND (RJ)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30HERCULES CAPITAL INC - 2000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31HONEYWELL INTL INC - 1000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32INTL BUSINESS MACHINES CORP - 2000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33IRON MOUNTAIN INC NEW - 2000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34JOHNSON & JOHNSON - 1500 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35JPMORGAN CHASE & CO - 200 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36KEURIG DR PEPPER INC - 1000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37KKR & COMPANY INC. - 500 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38KRAFT HEINZ CO - 1750 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39L3HARRIS TECHNOLOGIES INC - 1000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40LENNAR CORP - 600 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41LOEWS CORP - 1000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42MEDICAL PROPERTIES TRUST - 2000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43MEDTRONIC PLC - 1000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44MERCK & COMPANY INC NEW - 1000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45MICROSOFT CORP - 3500 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46MONDELEZ INTERNATIONAL - 2000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47MORGAN STANLEY DEP PFD SER C 5/85% - 1000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48NESTLES A NSRGY - 1000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49NORFOLK SOUTHERN CORP - 1500 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50NORTHROP GRUMMAN CORP - 500 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51ORACLE CORP ORCL - 3000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52PFIZER INC - 2000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53PIMCO DYNAMIC CREDIT - 2500 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54PINNACLE WEST CAPITAL - 1000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55PROGRESSIVE CORP OH SER B PFD - 48000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56PRUDENTIAL FINANCIAL INC - 2500 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57REALTY INCOME CORP - 500 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58RENAISSANCERE HOLDINGS LTD - 500 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59SOUTHERN COMPANY SO - 1500 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60TAIWAN SEMICONDUCTOR TSM - 800 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61TJX COS INC - 2000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62TRAVELERS COS INC - 1000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63UNION PACIFIC CORP - 500 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64UNITED PARCEL SERVICE INC CL B - 1500 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65VANGUARD MMF - 300000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66VIATRIS INC - 1000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67WALGREENS BOOTS ALLIANCE INC - 1100 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68WELLS FARGO & CO - 6000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69WELLS FARGO & COMPANY - 60 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70WILLIAMS COS INC - 2000 SHS
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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$29,032,206
Liabilities
$1
Net assets
$29,032,206
Revenue
$3,907,135
Expenses
$2,848,776
Net income
$1,058,359
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