Civic Intelligence

Richard P Ross Youth Scholarship Foundation

990EZ • Fiscal year 2015 • EIN 39-2043430

Jul 01, 2014 to Jun 30, 2015 • Filed on Jun 25, 2015

20030 Freedom CTBrookfield, WI 53045

(262) 794-3309

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2015

Liabilities / Revenue

54th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

1st percentile

-247055%

Higher net margin than 1% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2015

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

5th percentile

-71%

Faster revenue growth than 5% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Down

$0

Down $212,467 (-100%) from 2014

Net Assets

Down

$0

Down $212,467 (-100%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$86

Down $211 (-71%) from 2014

Expenses

Up

$212,553

Up $209,678 (+7293%) from 2014

Net Income

Down

-$212,467

Down $209,889 (-8142%) from 2014

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $221,543Liabilities 2011: $0Net Assets 2011: $221,5432011Assets 2012: $215,483Liabilities 2012: $0Net Assets 2012: $215,4832012Assets 2013: $215,045Liabilities 2013: $0Net Assets 2013: $215,0452013Assets 2014: $212,467Liabilities 2014: $0Net Assets 2014: $212,4672014Assets 2015: $0Liabilities 2015: $0Net Assets 2015: $02015

Highlighted filing

2015

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

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

$400K$200K$0-$200K-$400KRevenue 2011: $28,478Expenses 2011: $9,000Net Income 2011: $19,4782011Revenue 2012: $1,364Expenses 2012: $7,424Net Income 2012: -$6,0602012Revenue 2013: $562Expenses 2013: $1,000Net Income 2013: -$4382013Revenue 2014: $297Expenses 2014: $2,875Net Income 2014: -$2,5782014Revenue 2015: $86Expenses 2015: $212,553Net Income 2015: -$212,4672015

Highlighted filing

2015

Revenue$86
Expenses$212,553
Net Income-$212,467
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Jun 25, 2015
Return Version
2014v5.0
Gross Receipts
$86
Mission and Program Overview

Mission

The foundation's purpose is to provide grants to disadvantaged students to allow them to attend secondary education.

Program Services

DescriptionGrantsExpenses
PROVIDE GRANTS TO DISADVANTAGED STUDENTS TO ALLOW THEM TO ATTEND SECONDARY EDUCATION$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM R HOTZPresident-$0--
DAVID PROVANCHERTreasurer-$0--
DIANE COLON RODRIGUEZBoard Member-$0--
GAIL MILANISecretary-$0--
KEVIN WOLFBoard Member-$0--
SARAH CHEVEZBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Richard P Ross Youth
EIN
39-2043430
Phone
2627943309
Address
20030 FREEDOM CT, BROOKFIELD, WI 53045

Signing Officer

Name
William R Hotz
Title
President
Phone
2627943309
Signed
2015-06-25
Discuss with paid preparer
Yes

Preparer

Firm
Feld Schumacher & Company Llp
Address
2448 SOUTH 102ND STREET 360, WEST ALLIS, WI 53227
Preparer
William J Winter CPA
Phone
4143272320
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: the equitable bank. Amount: 86.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: transfer of assets. Grantee name: greater milwaukee foundation inc. Grantee address: 101 w. Pleasant st ste 210 milwaukee, wi 53212. Grantee relationship: none. Property description: cash. Amount given: 212,374.

Raw XML Appendix186 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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IRS990EZ/BooksInCareOfDetail/PersonNm0WILLIAM R HOTZ
IRS990EZ/BooksInCareOfDetail/PhoneNum02627943309
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt020030 FREEDOM CT
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BROOKFIELD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053045
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SARAH CHEVEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD MEMBER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd01
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE FOUNDATION'S PURPOSE IS TO PROVIDE GRANTS TO DISADVANTAGED STUDENTS TO ALLOW THEM TO ATTEND SECONDARY EDUCATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE GRANTS TO DISADVANTAGED STUDENTS TO ALLOW THEM TO ATTEND SECONDARY EDUCATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0212553
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt086
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt025558
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt025558
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt082
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0297
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0562
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0864
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt02920
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt04725
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IRS990ScheduleA/InvestmentIncomeCYPct00.15600
IRS990ScheduleA/InvestmentIncomePYPct00.02580
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.84400
IRS990ScheduleA/PublicSupportPY509Pct00.97420
IRS990ScheduleA/PublicSupportTotal509Amt025558
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt030283
IRS990ScheduleN/AssetsDistributedInd01
IRS990ScheduleN/AttorneyGeneralNotifiedInd00
IRS990ScheduleN/BondsOutstandingInd00
IRS990ScheduleN/DirectorOfSuccessorInd00
IRS990ScheduleN/EmployeeOfSuccessorInd00
IRS990ScheduleN/LiabilitiesPaidInd01
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0CASH
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/BusinessName/BusinessNameLine1Txt0GREATER MILWAUKEE FOUNDATION INC
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02015-03-22
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN0396036407
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt0212374
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt0501(C)(3)
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt0101 W PLEASANT ST STE 210
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0MILWAUKEE
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd0WI
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd053212
IRS990ScheduleN/OwnerOfSuccessorInd00
IRS990ScheduleN/ReceiveCompensationInd00
IRS990ScheduleN/RequiredToNotifyAGInd00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: THE EQUITABLE BANK. AMOUNT: 86.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: TRANSFER OF ASSETS. GRANTEE NAME: GREATER MILWAUKEE FOUNDATION INC. GRANTEE ADDRESS: 101 W. PLEASANT ST STE 210 MILWAUKEE, WI 53212. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 212,374.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM R HOTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02627943309
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-06-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RICHARD P ROSS YOUTH
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SCHOLARSHIP FOUNDATION C/O WM HOTZ
ReturnHeader/Filer/BusinessNameControlTxt0RICH
ReturnHeader/Filer/EIN0392043430
ReturnHeader/Filer/PhoneNum02627943309
ReturnHeader/Filer/USAddress/AddressLine1Txt020030 FREEDOM CT
ReturnHeader/Filer/USAddress/CityNm0BROOKFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053045
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391079140
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FELD SCHUMACHER & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02448 SOUTH 102ND STREET 360
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WEST ALLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053227
ReturnHeader/PreparerPersonGrp/PhoneNum04143272320
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM J WINTER CPA
ReturnHeader/ReturnTs02015-07-09T08:42:25-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

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