Civic Intelligence

Charles S Ross Fund

990PF • Fiscal year 2023 • EIN 52-6040366

Jan 01, 2023 to Dec 31, 2023 • Filed on May 10, 2024

Organization Profile
935 Pennsylvania Ave NW 10373Washington, DC 20535

(202) 359-2650

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

1st percentile

-49329%

Higher net margin than 1% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

39th percentile

-4.7%

Faster asset growth than 39% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

37th percentile

-6.1%

Faster revenue growth than 37% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$312,576

Down $15,292 (-4.7%) from 2022

Net Assets

Down

$312,576

Down $15,292 (-4.7%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin1st percentile

Revenue

Down

$31

Down $2 (-6.1%) from 2022

Expenses

Up

$15,323

Up $15,038 (+5276%) from 2022

Net Income

Down

-$15,292

Down $15,040 (-5968%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$400K$300K$200K$100K$0Assets 2011: $384,932Liabilities 2011: $02011Assets 2012: $386,552Liabilities 2012: $02012Assets 2013: $351,462Liabilities 2013: $02013Assets 2014: $352,607Liabilities 2014: $02014Assets 2015: $354,104Liabilities 2015: $02015Assets 2019: $362,687Liabilities 2019: $02019Assets 2020: $363,917Liabilities 2020: $0Net Assets 2020: $363,9172020Assets 2021: $328,126Liabilities 2021: $0Net Assets 2021: $328,1262021Assets 2022: $327,868Liabilities 2022: $0Net Assets 2022: $327,8682022Assets 2023: $312,576Liabilities 2023: $0Net Assets 2023: $312,5762023Assets 2024: $304,072Liabilities 2024: $0Net Assets 2024: $304,0722024

Highlighted filing

2023

Assets$312,576
Liabilities$0
Net Assets$312,576
Open 2023 Filing

Operations Trend

Revenue Growth37th percentile

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

$40K$20K$0-$20K-$40KRevenue 2011: $1,427Expenses 2011: $550Net Income 2011: $8772011Revenue 2012: $1,620Expenses 2012: $0Net Income 2012: $1,6202012Revenue 2013: $909Expenses 2013: $0Net Income 2013: $9092013Revenue 2014: $1,144Expenses 2014: $0Net Income 2014: $1,1442014Revenue 2015: $1,496Expenses 2015: $0Net Income 2015: $1,4962015Revenue 2019: $2,835Expenses 2019: $125Net Income 2019: $2,7102019Revenue 2020: $1,230Expenses 2020: $0Net Income 2020: $1,2302020Revenue 2021: $208Expenses 2021: $36,000Net Income 2021: -$35,7922021Revenue 2022: $33Expenses 2022: $285Net Income 2022: -$2522022Revenue 2023: $31Expenses 2023: $15,323Net Income 2023: -$15,2922023Revenue 2024: $7,565Expenses 2024: $16,069Net Income 2024: -$8,5042024

Highlighted filing

2023

Revenue$31
Expenses$15,323
Net Income-$15,292
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 10, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEFFREY L CROCKERChairman-$0--
KAY LEE KENNEDYTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Charles S Ross Fund
EIN
52-6040366
Phone
2023592650
Address
935 PENNSYLVANIA AVE NW 10373, WASHINGTON, DC 20535

Signing Officer

Name
Jeffrey L Crocker
Title
Chairman
Phone
2023231187
Signed
2024-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Dance Bigelow & Co Pc
Address
433 E LAS COLINAS BLVD SUITE 1290, IRVING, TX 75039
Preparer
Mark Bigelow
Phone
9725561190
Raw XML Appendix247 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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ReturnHeader/ReturnTs02024-05-10T08:44:47-05:00
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ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$312,576
Liabilities
$0
Net assets
$312,576
Revenue
$31
Expenses
$15,323
Net income
-$15,292
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.04$0.00$3.04$0.08$0.16$0.09
2023Detailed filing. Detailed filing data is available for this year.$3.13$0.00$3.13$0.00$0.15$0.15
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.28$0.00$3.28$0.00$0.00$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.28$0.00$3.28$0.00$0.36$0.36
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.64$0.00$3.64$0.01$0.00$0.01
2019Summary only. Only limited summary data is available for this year.$3.63$0.00$0.03$0.00$0.03
2015Summary only. Only limited summary data is available for this year.$3.54$0.00$0.01$0.00$0.01
2014Summary only. Only limited summary data is available for this year.$3.53$0.00$0.01$0.00$0.01
2013Summary only. Only limited summary data is available for this year.$3.51$0.00$0.01$0.00$0.01
2012Summary only. Only limited summary data is available for this year.$3.87$0.00$0.02$0.00$0.02
2011Summary only. Only limited summary data is available for this year.$3.85$0.00$0.01$0.01$0.01