Civic Intelligence

Rouse Family Foundation

990PF • Fiscal year 2018 • EIN 47-2568035

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 15, 2019

Organization Profile
8634 French CurveEden Prairie, MN 55347

(952) 237-3319

Siviq Scores

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

Liabilities / Assets

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Net Margin

81st percentile

27%

Higher net margin than 81% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Asset Growth

55th percentile

2.2%

Faster asset growth than 55% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

88th percentile

60%

Faster revenue growth than 88% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets37th percentile

Assets

Up

$993,939

Up $21,622 (+2.2%) from 2017

Net Assets

Up

$993,939

Up $21,622 (+2.2%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin81st percentile

Revenue

Up

$76,136

Up $28,680 (+60%) from 2017

Expenses

Up

$55,668

Up $1,326 (+2.4%) from 2017

Net Income

Up

$20,468

Up $27,354 (+397%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$1.5M$1.0M$500K$0Assets 2014: $500,002Liabilities 2014: $02014Assets 2015: $1,010,577Liabilities 2015: $02015Assets 2016: $980,242Liabilities 2016: $0Net Assets 2016: $980,2422016Assets 2017: $972,317Liabilities 2017: $0Net Assets 2017: $972,3172017Assets 2018: $993,939Liabilities 2018: $0Net Assets 2018: $993,9392018Assets 2019: $968,722Liabilities 2019: $0Net Assets 2019: $968,7222019Assets 2020: $949,009Liabilities 2020: $0Net Assets 2020: $949,0092020Assets 2021: $1,045,010Liabilities 2021: $0Net Assets 2021: $1,045,0102021Assets 2022: $1,027,419Liabilities 2022: $0Net Assets 2022: $1,027,4192022Assets 2023: $1,014,926Liabilities 2023: $0Net Assets 2023: $1,014,9262023Assets 2024: $1,014,452Liabilities 2024: $0Net Assets 2024: $1,014,4522024

Highlighted filing

2018

Assets$993,939
Liabilities$0
Net Assets$993,939
Open 2018 Filing

Operations Trend

Revenue Growth88th percentile

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

$600K$400K$200K$0-$200KRevenue 2014: $500,002Expenses 2014: $0Net Income 2014: $500,0022014Revenue 2015: $528,153Expenses 2015: $17,578Net Income 2015: $510,5752015Revenue 2016: $13,000Expenses 2016: $42,883Net Income 2016: -$29,8832016Revenue 2017: $47,456Expenses 2017: $54,342Net Income 2017: -$6,8862017Revenue 2018: $76,136Expenses 2018: $55,668Net Income 2018: $20,4682018Revenue 2019: $39,563Expenses 2019: $63,445Net Income 2019: -$23,8822019Revenue 2020: $41,635Expenses 2020: $61,348Net Income 2020: -$19,7132020Revenue 2021: $153,754Expenses 2021: $57,705Net Income 2021: $96,0492021Revenue 2022: $61,460Expenses 2022: $78,764Net Income 2022: -$17,3042022Revenue 2023: $53,930Expenses 2023: $66,313Net Income 2023: -$12,3832023Revenue 2024: $74,495Expenses 2024: $74,158Net Income 2024: $3372024

Highlighted filing

2018

Revenue$76,136
Expenses$55,668
Net Income$20,468
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 15, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSAN ROUSEPresident-$0--
DUANE ROUSETreasurer, Secretary-$0--
RACHEL MALAKDirector-$0--
GRACE ROUSEDirector-$0--
LUKE ROUSEDirector-$0--
Filing and Contact Details

Filer

Filer Name
Rouse Family Foundation
EIN
47-2568035
Phone
9522373319
Address
8634 FRENCH CURVE, EDEN PRAIRIE, MN 55347

Signing Officer

Name
Susan Rouse
Title
The Foundation
Phone
9522373319
Signed
2019-10-15
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
801 NICOLLET MALL WEST TOWER STE, 1100, MINNEAPOLIS, MN 55402-2526
Preparer
Kacie Mcewen
Phone
6123324300
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60NORTHROP GRUMMAN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61ORACLE CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64PROCTOR & GAMBLE CO/THE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65PROGRESSIVE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66RAYTHEON COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67REGENCY CENTERS CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68ROSS STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69ROYAL DUTCH SHELL PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70S&P GLOBAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71SUN COMMUNITIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72SYNCHRONY FINANCIAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73TEXAS INSTRUMENTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74TJX COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75T-MOBILE US INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76TOTAL SYSTEM SERVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77ULTA BEAUTY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79US FOODS HOLDING CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80VERIZON COMMUNICATIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81VERTEX PHARMACEUTICALS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82VISA INC - CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83WAL-MART STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84WALT DISNEY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85WELLS FARGO & COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86XEROX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87XILINX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88ZOETIS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0306221
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0OVERLAY A PORTFOLIO CLASS I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0297265
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt018500
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt057591
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt045
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt076136
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt076136
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01732
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01733
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03465
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt057591
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt048000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt048000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt018500
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt018500
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt020468
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0223636
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt045
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt045
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt057591
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt070244
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt025
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt04140
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt04165
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt019
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt038
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt049757
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt05892
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt055668
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt076136
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt076136
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01757
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt05892
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt07668
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0166045
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt041808
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt165
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt215718
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt041808
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt165
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt215718
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0207853
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt165
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt215718
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CASH IN LIEU
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt057591
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt020468
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01154
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0993939
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0972317
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0993939
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt053586
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt053586
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt053586
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt054288
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0702
IRS990PF/DistributableAmountGrp/TotalTaxAmt0702
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0581
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt017
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt01300
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0702
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0581
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0702
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0702
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01300
IRS990PF/FMVAssetsEOYAmt0975004
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt012270
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt08760
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt08760
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0139000
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0142951
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0137317
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0460991
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0533271
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0528926
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0357515
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0306221
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0297265
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt02541
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt02736
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt02736
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0972317
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0993939
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0975004
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0972317
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0993939
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0972317
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0993939
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt0972317
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt0993939
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01102303
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt022938
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01079365

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$993,939
Liabilities
$0
Net assets
$993,939
Revenue
$76,136
Expenses
$55,668
Net income
$20,468
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.07$0.07$0.00
2023Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.05$0.07$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.06$0.08$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.15$0.06$0.10
2020Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.04$0.06$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.04$0.06$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.08$0.06$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.05$0.05$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.01$0.04$0.03
2015Summary only. Only limited summary data is available for this year.$1.01$0.00$0.53$0.02$0.51
2014Summary only. Only limited summary data is available for this year.$0.50$0.00$0.50$0.00$0.50