Civic Intelligence

Rouse Family Foundation

990PF • Fiscal year 2019 • EIN 47-2568035

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 06, 2020

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

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Net Margin

9th percentile

-60%

Higher net margin than 9% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Asset Growth

30th percentile

-2.5%

Faster asset growth than 30% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

7th percentile

-48%

Faster revenue growth than 7% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets38th percentile

Assets

Down

$968,722

Down $25,217 (-2.5%) from 2018

Net Assets

Down

$968,722

Down $25,217 (-2.5%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin9th percentile

Revenue

Down

$39,563

Down $36,573 (-48%) from 2018

Expenses

Up

$63,445

Up $7,777 (+14%) from 2018

Net Income

Down

-$23,882

Down $44,350 (-217%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth30th 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

2019

Assets$968,722
Liabilities$0
Net Assets$968,722
Open 2019 Filing

Operations Trend

Revenue Growth7th 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

2019

Revenue$39,563
Expenses$63,445
Net Income-$23,882
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 6, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay55th 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
2020-07-06
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/StockNm60UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61US FOODS HOLDING CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62VERIZON COMMUNICATIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63VERTEX PHARMACEUTICALS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64VISA INC - CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65WAL-MART STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66WALT DISNEY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67WELLS FARGO & COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68XILINX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69ZOETIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70EATON CORP PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71PAYPAL HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72AMAZON.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73ELECTRONIC ARTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74NOVO NORDISK A S ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75REGENERON PHARMACEUTICALS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77ROCHE HLDG LTD SPONSORED ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78STARTBUCKS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79PHILLIPS 66
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80REINSURANCE GROUP OF AMERICA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81PNC FINANCIAL SERVICES GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82WESTLAKE CHEMICAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83AUTOMATIC DATA PROCESSING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84CHECK POINT SOFTWARE TECH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85F5 NETWORKS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86CITRIX SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87BROADCOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88NEXTERA ENERGY INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0294624
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0OVERLAY A PORTFOLIO CLASS I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0326815
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt019578
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt019937
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt048
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt039563
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt039563
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt02362
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt02363
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt04725
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt019937
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt052013
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt052013
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt019537
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt019578
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-23882
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0152954
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt048
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt048
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt0139
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt0417
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0556
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt019937
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt032055
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt025
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt04098
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt04123
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0589
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02028
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt054539
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt07467
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt063445
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt039522
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt039563
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02526
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt07467
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt011432
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0133017
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt017905
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12032
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt017905
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12032
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0150922
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12032
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt019937
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-23882
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt01335
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0970057
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0993939
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0968722
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt053037
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt053037
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt053037
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt053358
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0321
IRS990PF/DistributableAmountGrp/TotalTaxAmt0321
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0399
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0720
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0321
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0399
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0321
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0321
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0720
IRS990PF/FMVAssetsEOYAmt01098333
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt08760
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt05003
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt05003
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0142951
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0143670
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0144396
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0533271
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0525112
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0621806
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt0993939
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt0968722
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0306221
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0294624
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0326815
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt02736
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0313
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0313
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0993939
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0968722
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01098333
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0993939
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0968722
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0993939
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0968722
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01083401
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt021346
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01062055
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt016251
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$968,722
Liabilities
$0
Net assets
$968,722
Revenue
$39,563
Expenses
$63,445
Net income
-$23,882
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