Civic Intelligence

Rose M & Robert W Stubbs Foundation

EIN 43-1304452 • Amelia Island, FL

735 Ocean Club Drive 5th FLAmelia Island, FL 32034
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

54th percentile

0.01x

Higher debt load relative to assets than 54% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

76th percentile

0.13x

Higher debt load relative to revenue than 76% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Net Margin

5th percentile

-146%

Higher net margin than 5% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

$500k-$1M nonprofits • Source year 2023

Asset Growth

20th percentile

-7.7%

Faster asset growth than 20% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

1st percentile

-89%

Faster revenue growth than 1% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets54th percentile

Using 2024 Form 990PF data because the latest 2025 filing does not report standard financial totals.

Assets

Down

$844,033

Down $70,845 (-7.7%) from 2023

Liabilities

Up

$6,712

Up $3,917 (+140%) from 2023

Net Assets

Down

$837,321

Down $74,762 (-8.2%) from 2023

Operations
Liabilities / Revenue76th percentileNet Margin5th percentile

Revenue

Down

$51,199

Down $428,610 (-89%) from 2023

Expenses

Up

$125,961

Up $53,024 (+73%) from 2023

Net Income

Down

-$74,762

Down $481,634 (-118%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth20th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.0M$500K$0Assets 2011: $406,318Liabilities 2011: $14,150Net Assets 2011: $392,1682011Assets 2012: $392,440Liabilities 2012: $3,475Net Assets 2012: $388,9652012Assets 2013: $392,440Liabilities 2013: $10,773Net Assets 2013: $381,6672013Assets 2014: $392,440Liabilities 2014: $11,937Net Assets 2014: $380,5032014Assets 2015: $365,873Liabilities 2015: $0Net Assets 2015: $365,8732015Assets 2016: $364,205Liabilities 2016: $0Net Assets 2016: $364,2052016Assets 2017: $360,043Liabilities 2017: $0Net Assets 2017: $360,0432017Assets 2018: $381,529Liabilities 2018: $2,795Net Assets 2018: $378,7342018Assets 2019: $348,445Liabilities 2019: $2,795Net Assets 2019: $345,6502019Assets 2020: $420,203Liabilities 2020: $2,795Net Assets 2020: $417,4082020Assets 2021: $457,704Liabilities 2021: $77,868Net Assets 2021: $379,8362021Assets 2022: $508,006Liabilities 2022: $2,795Net Assets 2022: $505,2112022Assets 2023: $914,878Liabilities 2023: $2,795Net Assets 2023: $912,0832023Assets 2024: $844,033Liabilities 2024: $6,712Net Assets 2024: $837,3212024

Latest loaded filing

2024

Assets$844,033
Liabilities$6,712
Net Assets$837,321
Open 2024 Filing

Operations Trend

Revenue Growth1st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KExpenses 2011: $24,4692011Expenses 2012: $34,7632012Expenses 2013: $33,6572013Revenue 2014: $27,447Expenses 2014: $28,611Net Income 2014: -$1,1642014Revenue 2015: $21,112Expenses 2015: $35,742Net Income 2015: -$14,6302015Revenue 2016: $29,358Expenses 2016: $31,026Net Income 2016: -$1,6682016Revenue 2017: $69,658Expenses 2017: $36,864Net Income 2017: $32,7942017Revenue 2018: $201,592Expenses 2018: $96,681Net Income 2018: $104,9112018Revenue 2019: $58,963Expenses 2019: $92,070Net Income 2019: -$33,1072019Revenue 2020: $419,966Expenses 2020: $81,807Net Income 2020: $338,1592020Revenue 2021: $32,496Expenses 2021: $70,068Net Income 2021: -$37,5722021Revenue 2022: $202,766Expenses 2022: $77,388Net Income 2022: $125,3782022Revenue 2023: $479,809Expenses 2023: $72,937Net Income 2023: $406,8722023Revenue 2024: $51,199Expenses 2024: $125,961Net Income 2024: -$74,7622024

Latest loaded filing

2024

Revenue$51,199
Expenses$125,961
Net Income-$74,762
Open 2024 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$8.44$0.07$8.37$0.51$1.26$0.75
2023Detailed filing. Detailed filing data is available for this year.$9.15$0.03$9.12$4.80$0.73$4.07
2022Detailed filing. Detailed filing data is available for this year.$5.08$0.03$5.05$2.03$0.77$1.25
2021Detailed filing. Detailed filing data is available for this year.$4.58$0.78$3.80$0.32$0.70$0.38
2020Detailed filing. Detailed filing data is available for this year.$4.20$0.03$4.17$4.20$0.82$3.38
2019Detailed filing. Detailed filing data is available for this year.$3.48$0.03$3.46$0.59$0.92$0.33
2018Detailed filing. Detailed filing data is available for this year.$3.82$0.03$3.79$2.02$0.97$1.05
2017Detailed filing. Detailed filing data is available for this year.$3.60$0.00$3.60$0.70$0.37$0.33
2016Detailed filing. Detailed filing data is available for this year.$3.64$0.00$3.64$0.29$0.31$0.02
2015Detailed filing. Detailed filing data is available for this year.$3.66$0.00$3.66$0.21$0.36$0.15
2014Detailed filing. Detailed filing data is available for this year.$3.92$0.12$3.81$0.27$0.29$0.01
2013Detailed filing. Detailed filing data is available for this year.$3.92$0.11$3.82$0.34
2012Detailed filing. Detailed filing data is available for this year.$3.92$0.03$3.89$0.35
2011Detailed filing. Detailed filing data is available for this year.$4.06$0.14$3.92$0.24
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Mar 15, 2026
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROSE MARIE STUBBSPresident-$0--
THOMAS J ROSS JRVice President-$0--
CHARITY M STUBBS-GUZOFSKITreasurer-$0--
JASON M MUNKSecretary-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantROUNDABOUT THEATRE CO INCGENERALPCNEW YORK, NY, US$20,000
Paid GrantADAPTIVE SPORTS FOUNDATIONGENERALPCWINDHAM, NY, US$19,900
Paid GrantPATHFINDER VILLAGE FOUNDATIONGENERALPCEDMESTON, NY, US$15,600
Paid Grant-GENERALPCRIDGEWOOD, NJ, US$10,400
Paid GrantWINDHAM FOUNDATION OF NEW YORK INCGENERALPCNEW YORK, NY, US$10,000
Paid GrantCHURCH OF THE NATIVITYGENERALPCTIMONIUM, MD, US$8,500
Paid GrantSALVATION ARMYGENERALPCJACKSONVILLE, FL, US$4,000
Paid GrantMAYO CLINICGENERALPCROCHESTER, MN, US$2,000
Paid Grant-GENERALPCVIGINIA BEACH, VA, US$1,400
Paid GrantST THERESAS CHURCHGENERALPCCRESSKILL, NJ, US$1,200
Paid GrantBOYS & GIRLS CLUBS OF NASSAU COUNTY FNDNGENERALPCFERNANDINA BEACH, FL, US$1,000
Paid GrantHEALTH WAGONGENERALPCWISE, VA, US$1,000
Paid GrantPLAY FOR PINK INCGENERALPCNEW YORK, NY, US$1,000
Paid GrantTHE VALLEY HOSPITAL FOUNDATION INCGENERALPCRIDGEWOOD, NJ, US$1,000
Paid Grant-GENERALPCFERNANDINA BEACH, FL, US$1,000
Paid GrantAMELIA ISLAND PLANTATION FOUNDATION INCGENERALPCAMELIA ISLAND, FL, US$500
Paid Grant-GENERALPCFERNANDINA BEACH, FL, US$500
Paid Grant-GENERALPCRIDGEWOOD, NJ, US$500
Paid Grant-GENERALPCFERNANDINA BEACH, FL, US$500
Paid Grant-GENERALPCWINDHAM, NY, US$400
Paid Grant-GENERALPCSAN FERANANDO BEACH, FL, US$300
Paid Grant-GENERALPCBURLINGTON, VT, US$250
Filing and Contact Details

Filer

Filer Name
Rose M & Robert W Stubbs Foundation
EIN
43-1304452
Phone
6022341040
Address
735 OCEAN CLUB DRIVE 5TH FL, AMELIA ISLAND, FL 32034

Signing Officer

Name
Thomas J Ross Jr
Title
Vice President
Signed
2026-03-15
Discuss with paid preparer
Yes

Preparer

Firm
WMC Tax Services LLC
Address
1301 E Bethany Home Rd, Phoenix, AZ 85014
Preparer
Jason M MunkMAccCPA
Phone
6022341040
Raw XML AppendixShowing 400 of 412 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/PersonNm0ROSE MARIE STUBBS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8NEW YORK
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0100950
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt079323
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt021627
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS J ROSS JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-03-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROSE M & ROBERT W STUBBS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROSE
ReturnHeader/Filer/EIN0431304452
ReturnHeader/Filer/PhoneNum06022341040
ReturnHeader/Filer/USAddress/AddressLine1Txt0735 OCEAN CLUB DRIVE 5TH FL
ReturnHeader/Filer/USAddress/CityNm0AMELIA ISLAND
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