Civic Intelligence

Rose M & Robert W Stubbs Foundation

990PF • Fiscal year 2017 • EIN 43-1304452

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 04, 2017

Organization Profile
735 Ocean Club Drive 5th FLAmelia Island, FL 32034

(973) 401-1500

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

91st percentile

47%

Higher net margin than 91% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

80th percentile

$4,000

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 5.7% of source-year revenue.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

43rd percentile

-1.1%

Faster asset growth than 43% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

94th percentile

137%

Faster revenue growth than 94% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$360,043

Down $4,162 (-1.1%) from 2016

Net Assets

Down

$360,043

Down $4,162 (-1.1%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin91st percentile

Revenue

Up

$69,658

Up $40,300 (+137%) from 2016

Expenses

Up

$36,864

Up $5,838 (+19%) from 2016

Net Income

Up

$32,794

Up $34,462 (+2066%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$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

Highlighted filing

2017

Assets$360,043
Liabilities$0
Net Assets$360,043
Open 2017 Filing

Operations Trend

Revenue Growth94th percentile

Revenue, expenses, and net income across loaded years, with this 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

Highlighted filing

2017

Revenue$69,658
Expenses$36,864
Net Income$32,794
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 4, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT W STUBBSChairman-$4,000-$4,000
JAMES P CONNAUGHTONSecretary-$0--
ROSE MARIE STUBBSPresident-$0--
CHARITY M STUBBS-GUZOFSKITreasurer-$0--
THOMAS J ROSS JRVice President-$0--
Filing and Contact Details

Filer

Filer Name
Rose M & Robert W Stubbs Foundation
EIN
43-1304452
Phone
9734011500
Address
735 OCEAN CLUB DRIVE 5TH FL, AMELIA ISLAND, FL 32034

Signing Officer

Name
Thomas J Ross Jr
Title
Trustee
Signed
2017-10-04
Discuss with paid preparer
Yes

Preparer

Firm
WMC Tax Services LLC
Address
55 Madison Ave Ste 400, Morristown, NJ 07960
Preparer
Jason M Munk Macc CPA
Phone
9737759909
Raw XML Appendix340 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt09100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt13000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt313500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt41000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt51000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt61000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ADAPTIVE SPORTS FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1CHURCH OF THE NATIVITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2NAVY SEAL FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3PATHFINDER VILLAGE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4ST THERESAS CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5CAMP LEE MAR HEALTH CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6MEMORIAL SLOAN KETTERING CANCER CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 266 100 SILVERMAN WAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt120 EAST RIDGELY ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21619 D STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt33 CHENANGO ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4120 MONROE AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5450 PA-590
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6885 2ND AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WINDHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1TIMONIUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2VIRGINIA BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3EDMESTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4CRESSKILL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5LACKAWAXEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd012496
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd121093
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd223459
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd313335
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd407626
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd518435
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd610017
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt029100
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/AppliedToCurrentYearAmt05141
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt027356
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt044058
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt032497
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt038917
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt027356
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0ROBERT W STUBBS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0735 OCEAN CLUB DRIVE 5TH FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0AMELIA ISLAND
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd032034
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt041113
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt041113
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc01,279 SHS GENERAL ELECTRIC INC STOCK
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02016-12-21
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt036956
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0BOOK/TAX BASIS DIFF - CONTRIBUTED ASSETS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0391
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0REGISTERED AGENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0391
TaxesSchedule/TaxesDetail/Amt0575
TaxesSchedule/TaxesDetail/CategoryTxt0TAX ON NET INVESTMENT INCOME
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS J ROSS JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROSE M & ROBERT W STUBBS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROSE
ReturnHeader/Filer/EIN0431304452
ReturnHeader/Filer/PhoneNum09734011500
ReturnHeader/Filer/USAddress/AddressLine1Txt0735 OCEAN CLUB DRIVE 5TH FL
ReturnHeader/Filer/USAddress/CityNm0AMELIA ISLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032034
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WMC Tax Services LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt055 Madison Ave Ste 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Morristown
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd007960
ReturnHeader/PreparerPersonGrp/PhoneNum09737759909
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JASON M MUNK MACC CPA
ReturnHeader/ReturnTs02017-10-04T13:03:40-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$360,043
Liabilities
$0
Net assets
$360,043
Revenue
$69,658
Expenses
$36,864
Net income
$32,794
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