Civic Intelligence

Rostrevor Foundation Inc.

990PF • Fiscal year 2014 • EIN 46-3105902

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 04, 2015

Organization Profile
1141 Rostrevor CircleLouisville, KY 40205

(502) 891-2611

Siviq Scores

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

Liabilities / Assets

16th percentile

0.00x

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

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

Liabilities / Revenue

16th percentile

0.00x

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

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

Net Margin

57th percentile

6.6%

Higher net margin than 57% 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

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets16th percentile

Assets

Up

$10,712,125

Up $10,712,125 from 2013

Net Assets

Up

$10,712,125

Up $10,712,125 from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin57th percentile

Revenue

Up

$717,673

Up $717,673 from 2013

Expenses

Up

$670,467

Up $670,467 from 2013

Net Income

Up

$47,206

Up $47,206 from 2013

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$15M$10M$5.0M$0Assets 2013: $0Liabilities 2013: $0Net Assets 2013: $02013Assets 2014: $10,712,125Liabilities 2014: $0Net Assets 2014: $10,712,1252014Assets 2015: $10,030,038Liabilities 2015: $0Net Assets 2015: $10,030,0382015Assets 2016: $9,390,932Liabilities 2016: $0Net Assets 2016: $9,390,9322016Assets 2017: $8,826,808Liabilities 2017: $0Net Assets 2017: $8,826,8082017Assets 2018: $8,480,592Liabilities 2018: $0Net Assets 2018: $8,480,5922018Assets 2019: $7,744,071Liabilities 2019: $0Net Assets 2019: $7,744,0712019Assets 2020: $7,008,265Liabilities 2020: $0Net Assets 2020: $7,008,2652020Assets 2021: $6,715,325Liabilities 2021: $0Net Assets 2021: $6,715,3252021Assets 2022: $5,886,973Liabilities 2022: $0Net Assets 2022: $5,886,9732022Assets 2023: $5,095,992Liabilities 2023: $0Net Assets 2023: $5,095,9922023Assets 2024: $4,427,277Liabilities 2024: $0Net Assets 2024: $4,427,2772024

Highlighted filing

2014

Assets$10,712,125
Liabilities$0
Net Assets$10,712,125
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.5M$1.0M$500K$0-$500K-$1.0MRevenue 2013: $0Expenses 2013: $0Net Income 2013: $02013Revenue 2014: $717,673Expenses 2014: $670,467Net Income 2014: $47,2062014Revenue 2015: $229,183Expenses 2015: $911,270Net Income 2015: -$682,0872015Revenue 2016: $176,415Expenses 2016: $815,521Net Income 2016: -$639,1062016Revenue 2017: $245,285Expenses 2017: $815,541Net Income 2017: -$570,2562017Revenue 2018: $662,942Expenses 2018: $1,009,158Net Income 2018: -$346,2162018Revenue 2019: $268,589Expenses 2019: $1,005,110Net Income 2019: -$736,5212019Revenue 2020: $271,539Expenses 2020: $1,007,345Net Income 2020: -$735,8062020Revenue 2021: $713,736Expenses 2021: $1,006,676Net Income 2021: -$292,9402021Revenue 2022: $214,501Expenses 2022: $1,042,853Net Income 2022: -$828,3522022Revenue 2023: $310,358Expenses 2023: $1,101,339Net Income 2023: -$790,9812023Revenue 2024: $314,914Expenses 2024: $983,629Net Income 2024: -$668,7152024

Highlighted filing

2014

Revenue$717,673
Expenses$670,467
Net Income$47,206
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 4, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay18th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAURA L FRAZIERPresident-$0--
J MCCAULEY BROWNVice-President-$0--
JOHN OWSLEY CORDT HUNEKESecretary/Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
Rostrevor Foundation Inc
EIN
46-3105902
Phone
5028912611
Address
1141 ROSTREVOR CIRCLE, LOUISVILLE, KY 40205

Signing Officer

Name
Laura L Frazier
Title
President
Phone
5025922798
Signed
2015-11-04
Discuss with paid preparer
Yes

Preparer

Firm
MONROE SHINE & CO INC CPA'S
Address
PO BOX 22039, LOUISVILLE, KY 40252-9804
Preparer
S B Shaw CPA
Phone
5024230311
Raw XML Appendix317 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/RecipientUSAddress/AddressLine1Txt0462 S FOURTH ST - SUITE 1230
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1315 EAST MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21000 ABILITY WAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3200 ABRAHAM FLEXNER WAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41001 SOUTH THIRD ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5633 BAXTER AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6638 PARK AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LOUISVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1LOUISVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2PARK CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3LOUISVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4LOUISVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5LOUISVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6PARK CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2UT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6UT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd040202
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd140202
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd284068
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd340202
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd440203
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd540204
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd684060
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0670000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0670000
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0733552
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0670000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt063552
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0LAURA L FRAZIER
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01141 ROSTREVOR CIRCLE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0LOUISVILLE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0KY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd040205
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0521500
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherIncreasesSchedule/OtherIncreasesDetail/Amt010664919
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ASSETS RECEIVED FROM OWSLEY BROWN FRAZIER FAMILY FOUNDATION - SEE FOOTNOTE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0467
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LAURA L FRAZIER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05025922798
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROSTREVOR FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0ROST
ReturnHeader/Filer/EIN0463105902
ReturnHeader/Filer/PhoneNum05028912611
ReturnHeader/Filer/USAddress/AddressLine1Txt01141 ROSTREVOR CIRCLE
ReturnHeader/Filer/USAddress/CityNm0LOUISVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd040205
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0351515068
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MONROE SHINE & CO INC CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 22039
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOUISVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0402529804
ReturnHeader/PreparerPersonGrp/PhoneNum05024230311
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0S B SHAW CPA
ReturnHeader/ReturnTs02015-11-16T14:27:06-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$10,712,125
Liabilities
$0
Net assets
$10,712,125
Revenue
$717,673
Expenses
$670,467
Net income
$47,206
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.43$0.00$4.43$0.31$0.98$0.67
2023Detailed filing. Detailed filing data is available for this year.$5.10$0.00$5.10$0.31$1.10$0.79
2022Detailed filing. Detailed filing data is available for this year.$5.89$0.00$5.89$0.21$1.04$0.83
2021Detailed filing. Detailed filing data is available for this year.$6.72$0.00$6.72$0.71$1.01$0.29
2020Detailed filing. Detailed filing data is available for this year.$7.01$0.00$7.01$0.27$1.01$0.74
2019Detailed filing. Detailed filing data is available for this year.$7.74$0.00$7.74$0.27$1.01$0.74
2018Detailed filing. Detailed filing data is available for this year.$8.48$0.00$8.48$0.66$1.01$0.35
2017Detailed filing. Detailed filing data is available for this year.$8.83$0.00$8.83$0.25$0.82$0.57
2016Detailed filing. Detailed filing data is available for this year.$9.39$0.00$9.39$0.18$0.82$0.64
2015Detailed filing. Detailed filing data is available for this year.$10.0$0.00$10.0$0.23$0.91$0.68
2014Detailed filing. Detailed filing data is available for this year.$10.7$0.00$10.7$0.72$0.67$0.05
2013Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00