Civic Intelligence

Rose Foundation

990PF • Fiscal year 2012 • EIN 51-0186327

Jan 01, 2012 to Dec 31, 2012 • Filed on Aug 09, 2013

PO Box 898632
Siviq Scores

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

Liabilities / Assets

68th percentile

0.02x

Higher debt load relative to assets than 68% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

52nd percentile

0.7%

Faster asset growth than 52% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$242,251

Up $1,699 (+0.7%) from 2011

Net Assets

$238,101

No earlier filing loaded for comparison.

Liabilities

Up

$4,150

Up $1,140 (+38%) from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$8,654

Down $11,241 (-57%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $254,278Liabilities 2010: $3,500Net Assets 2010: $250,7782010Assets 2011: $240,552Liabilities 2011: $3,0102011Assets 2012: $242,251Liabilities 2012: $4,150Net Assets 2012: $238,1012012Assets 2013: $243,362Liabilities 2013: $5,200Net Assets 2013: $238,1622013Assets 2014: $296,420Liabilities 2014: $5,150Net Assets 2014: $291,2702014Assets 2015: $324,425Liabilities 2015: $4,6002015Assets 2016: $368,019Liabilities 2016: $3,600Net Assets 2016: $364,4192016Assets 2017: $408,179Liabilities 2017: $3,000Net Assets 2017: $405,1792017Assets 2019: $742,867Liabilities 2019: $3,400Net Assets 2019: $739,4672019Assets 2020: $695,512Liabilities 2020: $3,1002020Assets 2021: $7,788,042Liabilities 2021: $2,950Net Assets 2021: $7,785,0922021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2012

Assets$242,251
Liabilities$4,150
Net Assets$238,101

Operations Trend

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

$10M$5.0M$0-$5.0M-$10MExpenses 2010: $18,1302010Revenue 2011: $6,659Expenses 2011: $19,895Net Income 2011: -$13,2362011Expenses 2012: $8,6542012Revenue 2013: $17,453Expenses 2013: $17,392Net Income 2013: $612013Revenue 2014: $85,877Expenses 2014: $32,769Net Income 2014: $53,1082014Revenue 2015: $59,681Expenses 2015: $31,126Net Income 2015: $28,5552015Revenue 2016: $51,733Expenses 2016: $7,139Net Income 2016: $44,5942016Revenue 2017: $67,052Expenses 2017: $26,292Net Income 2017: $40,7602017Revenue 2019: $19,845Expenses 2019: $114,900Net Income 2019: -$95,0552019Revenue 2020: $6,279Expenses 2020: $110,480Net Income 2020: -$104,2012020Revenue 2021: $7,112,987Expenses 2021: $20,307Net Income 2021: $7,092,6802021Revenue 2022: $16,480Expenses 2022: $7,692,882Net Income 2022: -$7,676,4022022

Highlighted filing

2012

Revenue-
Expenses$8,654
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Aug 9, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JUNE L ROSEPresident-$0--
LEO SHEEHANVice Preside-$0--
LORI ROSEDirector-$0--
SHAUN FISHERDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantMEMORIAL SLOAN-KETTERING CANCER CENDONATIONEXEMPTHAGERSTOWN, MD, US$1,000
Paid GrantFRED HUTCHINSON CANCER RESEARCH CTRRESEARCHEXEMPTSEATTLE, WA, US$1,000
Paid GrantTHE HUMANE SOCIETYDONATIONEXEMPTLONGVIEW, WA, US$100
Paid GrantSALVATION ARMYDONATIONEXEMPTPRESCOTT, AZ, US$100
Paid GrantWWII THE NATIONAL WWII MUSEUMDONATIONEXEMPTWASHINGTON, DC, US$100
Paid Grant2012 SPECIAL OLYMPICS ANNUAL FUNDDONATIONEXEMPTSEATTLE, WA, US$100
Paid GrantST JOSEPH'S INDIAN SCHOOLDONATIONEXEMPTCHAMBERLAIN, SD, US$50
Paid GrantAMERICAN CANCER SOCIETYRESEARCHEXEMPTSEATTLE, WA, US$50
Paid GrantARTHRITIS FOUNDATIONDONATIONEXEMPTWASHINGTON, DC, US$50
Paid GrantALZHEIMER'S DISEASE RESEARCHRESEARCHEXEMPTCLARKSBURG, MD, US$50
Paid GrantUSODONATIONEXEMPTWASHINGTON, DC, US$50
Paid GrantWASHINGTON STATE LAW ENFORCEMENT ASDONATIONEXEMPTSEATTLE, WA, US$25
Paid GrantAMVETSDONATIONEXEMPTWASHINGTON, DC, US$25
Filing and Contact Details

Filer

EIN
51-0186327
Raw XML AppendixShowing 400 of 528 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.

Path#Value
AccountingFeesSchedule/AccountingFees/Amount04130
AccountingFeesSchedule/AccountingFees/Category0SHEEHAN & CO., P.S.
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps02065
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome0714
CompensationExplanation/Compensation/PersonName0JUNE L ROSE
CompensationExplanation/Compensation/PersonName1LEO SHEEHAN
CompensationExplanation/Compensation/PersonName2LORI ROSE
CompensationExplanation/Compensation/PersonName3SHAUN FISHER
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue03125
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue12781
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue22591
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue35328
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue44214
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue52182
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue62565
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue76684
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue85071
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue92443
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue103770
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue116629
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue122392
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue134514
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue143456
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue152977
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue163338
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue172196
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue182708
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue194651
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV03990
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV13165
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV22776
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV35799
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV44321
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV52149
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV62530
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV76840
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV85768
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV92592
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV104640
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV119578
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV122198
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV134903
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV143259
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV154732
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV163417
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV172385
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV183332
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV195472
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0ACE LTD SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1AVAGO TECHNOLOGIES LTD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2COACH INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3CONOCO PHILLIPS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4DEERE & CO COM
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5EAST WEST BANCORP INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6EMC CORP MASS COM
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7FREEPORT-MCMORAN COPPER
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8HEINZ H J CO COM
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9HMS HOLDINGS CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10IDEXX LABORATORIES INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11INTERNATIONAL BUSINESS MACHINES COM
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12JOY GLOBAL INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13JP MORGAN CHASE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14LIFE TECHNOLOGIES CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15MICROCHIP TECHNOLOGY INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock16MONSANTO CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock17NATIONAL OILWELL INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock18OMEGA HEATLHCARE INVS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock19ORACLE CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock20PORTLAND GENERAL ELECTRIC CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock21SYMANTEC
InvestmentsOtherSchedule2/InvestmentsOther/BookValue02585
InvestmentsOtherSchedule2/InvestmentsOther/BookValue14447
InvestmentsOtherSchedule2/InvestmentsOther/BookValue23407
InvestmentsOtherSchedule2/InvestmentsOther/BookValue369552
InvestmentsOtherSchedule2/InvestmentsOther/BookValue44532
InvestmentsOtherSchedule2/InvestmentsOther/BookValue54484
InvestmentsOtherSchedule2/InvestmentsOther/BookValue62573
InvestmentsOtherSchedule2/InvestmentsOther/BookValue74648
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0BAYTEX ENERGY TRUST UNIT
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem1BHP BILLITON LIMITED ADR
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem2ENERPLUS RESOURCES FUND TRUST UNIT
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem3FRANKLIN INCOME FUND
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem4ISHARES MSCI SOUTH KOREA INDEX FUND
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem5JP MORGAN CHASE & CO ALERIAN ML ETN
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem6NOVARTIS AG SPONSORED ADR
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem7PEMBINA PIPELINE CORP
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem8POTASH CORP SASK INC
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem9PROVIDENT ENERGY LTD NEW
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV06486
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InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV0AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV1AT COST
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InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV3AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV4AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV5AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV6AT COST
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InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV8AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV9AT COST
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/RelatedOrExemptFunctionIncome07404
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/RelatedOrExemptFunctionIncome0-764
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IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome09213
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0559
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IRS990PF/BalanceSheets/AccountsPayableBOY03010
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12011-10-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22010-01-06
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired32003-03-06
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold42012-05-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset00.5 SH PEMBINA PIPELINE CORP
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset150 SH JOY GLOBAL INC
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired4P
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc30
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0JUNE L ROSE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1LEO SHEEHAN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2LORI ROSE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3SHAUN FISHER
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11ST JOSEPH'S INDIAN SCHOOL
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14SALVATION ARMY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine15ALZHEIMER'S DISEASE RESEARCH
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine17WWII THE NATIONAL WWII MUSEUM
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine18MEMORIAL SLOAN-KETTERING CANCER CEN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine19WASHINGTON STATE LAW ENFORCEMENT AS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine110AMVETS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine111FRED HUTCHINSON CANCER RESEARCH CTR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1122012 SPECIAL OLYMPICS ANNUAL FUND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine20GREAT WEST DIVISION - COWLITZ UNIT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine21DONATION PROCESSING CENTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine22NATIONAL SERVICE FOUNDATION
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