Civic Intelligence

Richard J Ross Rvoc Tr

990PF • Fiscal year 2011 • EIN 52-7316670

Jan 01, 2011 to Dec 31, 2011 • Filed on Apr 30, 2012

822 Monterey Blvd NE33704
Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2011 filings • $1M-$5M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

65th percentile

$0

Higher top officer pay than 65% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Source year 2011

Asset Growth

36th percentile

-2.4%

Faster asset growth than 36% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$3,121,575

Down $76,863 (-2.4%) from 2010

Net Assets

Down

$3,121,575

Down $76,863 (-2.4%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$178,560

Up $16,115 (+9.9%) from 2010

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.

$10M$5.0M$0Assets 2010: $3,198,438Liabilities 2010: $0Net Assets 2010: $3,198,4382010Assets 2011: $3,121,575Liabilities 2011: $0Net Assets 2011: $3,121,5752011Assets 2012: $3,190,525Liabilities 2012: $0Net Assets 2012: $3,190,5252012Assets 2013: $3,295,248Liabilities 2013: $0Net Assets 2013: $3,295,2482013Assets 2014: $3,400,698Liabilities 2014: $0Net Assets 2014: $3,400,6982014Assets 2015: $3,092,240Liabilities 2015: $0Net Assets 2015: $3,092,2402015Assets 2016: $3,308,513Liabilities 2016: $0Net Assets 2016: $3,308,5132016Assets 2017: $3,631,134Liabilities 2017: $0Net Assets 2017: $3,631,1342017Assets 2018: $6,112,820Liabilities 2018: $0Net Assets 2018: $6,112,8202018Assets 2019: $7,320,275Liabilities 2019: $0Net Assets 2019: $7,320,2752019Assets 2020: $7,870,201Liabilities 2020: $0Net Assets 2020: $7,870,2012020Assets 2021: $9,091,728Liabilities 2021: $0Net Assets 2021: $9,091,7282021Assets 2022: $7,443,897Liabilities 2022: $0Net Assets 2022: $7,443,8972022Assets 2023: $7,689,274Liabilities 2023: $0Net Assets 2023: $7,689,2742023Assets 2024: $8,229,050Liabilities 2024: $0Net Assets 2024: $8,229,0502024

Highlighted filing

2011

Assets$3,121,575
Liabilities$0
Net Assets$3,121,575

Operations Trend

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

$4.0M$2.0M$0-$2.0MExpenses 2010: $162,4452010Expenses 2011: $178,5602011Expenses 2012: $181,4842012Revenue 2013: $173,325Expenses 2013: $178,259Net Income 2013: -$4,9342013Revenue 2014: $81,300Expenses 2014: $182,661Net Income 2014: -$101,3612014Revenue 2015: $146,232Expenses 2015: $188,165Net Income 2015: -$41,9332015Revenue 2016: $122,932Expenses 2016: $182,051Net Income 2016: -$59,1192016Revenue 2017: $158,000Expenses 2017: $181,210Net Income 2017: -$23,2102017Revenue 2018: $3,915,989Expenses 2018: $203,063Net Income 2018: $3,712,9262018Revenue 2019: $240,037Expenses 2019: $338,147Net Income 2019: -$98,1102019Revenue 2020: $159,008Expenses 2020: $389,322Net Income 2020: -$230,3142020Revenue 2021: $277,930Expenses 2021: $406,127Net Income 2021: -$128,1972021Revenue 2022: $78,333Expenses 2022: $476,205Net Income 2022: -$397,8722022Revenue 2023: $652,217Expenses 2023: $432,032Net Income 2023: $220,1852023Revenue 2024: $537,592Expenses 2024: $419,263Net Income 2024: $118,3292024

Highlighted filing

2011

Revenue-
Expenses$178,560
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Apr 30, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT MOLERTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantECKERD YOUTH ALTERNATIVESPROVIDE HELP FOR AT-RISK YOUTH-CLEARWATER, FL, US$73,683
Paid GrantSALVATION ARMYPROVIDES INTERNATIONAL ASSISTANCE AND SOCIAL AID-ST PETERSBURG, FL, US$73,683
Filing and Contact Details

Filer

EIN
52-7316670
Raw XML Appendix386 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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GeneralExplanationAttachment/GeneralExplanation/Explanation0ROBERT MOLER IS THE TRUSTEE OF RICHARD J. ROSS TRUST (TRUST). ON MARCH 21, 2006, A COURT ORDER WAS ENTERED WITH THE CIRCUIT COURT OF PINELLAS COUNTY, FLORIDA TO DETERMINE THE COMPENSATION AND THE COURT ORDERED AS FOLLOWS: ROBERT MOLER SHALL BE PAID 0.75% OF THE FAIR MARKET VALUE OF THE ASSETS AS OF DECEMBER 31 FOR HIS SERVICES AS INVESTMENT MANAGER OF THE TRUST. THE COMPENSATION PAID DURING THE CALENDAR YEAR 2011 FOR FAIR MARKET VALUE OF THE ASSETS AS OF DECEMBER 31, 2010 TOTALED $23,988.
GeneralExplanationAttachment/GeneralExplanation/Identifier0CONTRACTOR COMPENSATION
GeneralExplanationAttachment/GeneralExplanation/ReturnReference0990-PF, PART VIII
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset220000.0000 GMAC LLC BONDS CALLABLE
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset320000.0000 LEE FLA JUSTICE CTR COMPLEX INC
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IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions0148831
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear10136967
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear20157831
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear30174634
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear40163758
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear50174436
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.253859
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions0148831
IRS990PF/QualifyingDistributions/ExpensesAndContributions0148831
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm00
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions0148831
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported00
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract00
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets01
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0ROBERT MOLER
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber07274390005
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10822 MONTEREY BLVD NE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0ST PETERSBURG
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0FL
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode033704
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws00
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr01
IRS990PF/StatementsRegardingActivities/ForeignBank00
IRS990PF/StatementsRegardingActivities/Form1120POLFiled00
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG01
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity00
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities00
IRS990PF/StatementsRegardingActivities/MoreThan100Spent00
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors00
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation00
IRS990PF/StatementsRegardingActivities/ReimbursementOfTax00
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e01
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnManagers00
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnOrganization00
IRS990PF/StatementsRegardingActivities/StatesFiledWith0FL
IRS990PF/StatementsRegardingActivities/TerminationEtc00
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver100000
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions00
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/BusinessHoldings00
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals00
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations00
IRS990PF/StatementsRegardingActy4720/InfluenceElection00
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation00
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose00
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson01
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical00
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn00
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs00
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears00
IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount073683
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount173683
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0PROVIDE HELP FOR AT-RISK YOUTH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1PROVIDES INTERNATIONAL ASSISTANCE AND SOCIAL AID
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10ECKERD YOUTH ALTERNATIVES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11SALVATION ARMY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10100 N STARCREST DRIVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine113800 9TH AVENUE N
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0CLEARWATER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1ST PETERSBURG
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0FL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1FL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode0337587450
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode133713
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear0147366
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear01465
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear10147366
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0155368
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions0148831
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus00
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover00
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY0153903
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear0147366
OtherExpensesSchedule/OtherExpenses/Description0INVESTMENT MANAGEMENT FEES
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps00
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome023988
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks023988
OtherIncreasesSchedule/OtherIncreases/Amount030535
OtherIncreasesSchedule/OtherIncreases/Description0UNREALIZED GAIN(LOSS) ON SECURITIES
TaxesSchedule/Taxes/Amount03803
TaxesSchedule/Taxes/Amount1472
TaxesSchedule/Taxes/Category0INCOME TAX EXPENSE
TaxesSchedule/Taxes/Category1FOREIGN TAX
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/DisbursementsCharitablePrps10
TaxesSchedule/Taxes/NetInvestmentIncome00
TaxesSchedule/Taxes/NetInvestmentIncome1472
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0527316670
ReturnHeader/Filer/Name/BusinessNameLine10RICHARD J ROSS TRUST
ReturnHeader/Filer/NameControl0RICH
ReturnHeader/Filer/Phone07278219115
ReturnHeader/Filer/USAddress/AddressLine10822 MONTEREY BLVD NE
ReturnHeader/Filer/USAddress/City0ST PETERSBURG
ReturnHeader/Filer/USAddress/State0FL
ReturnHeader/Filer/USAddress/ZIPCode033704
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02012-04-30
ReturnHeader/Officer/Name0ROBERT MOLER
ReturnHeader/Officer/Phone07274390005
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/PreparerFirm/EIN0593530905
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10BRETT HENDEE PA ATTORNEY AT LAW
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine101700 SOUTH MACDILL AVE SUITE 200
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0TAMPA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0FL
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0336295218
ReturnHeader/Preparer/Name0BRETT HENDEE
ReturnHeader/Preparer/Phone08132581177
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-05-02T09:33:58-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.23$0.00$8.23$0.54$0.42$0.12
2023Detailed filing. Detailed filing data is available for this year.$7.69$0.00$7.69$0.65$0.43$0.22
2022Detailed filing. Detailed filing data is available for this year.$7.44$0.00$7.44$0.08$0.48$0.40
2021Detailed filing. Detailed filing data is available for this year.$9.09$0.00$9.09$0.28$0.41$0.13
2020Detailed filing. Detailed filing data is available for this year.$7.87$0.00$7.87$0.16$0.39$0.23
2019Detailed filing. Detailed filing data is available for this year.$7.32$0.00$7.32$0.24$0.34$0.10
2018Detailed filing. Detailed filing data is available for this year.$6.11$0.00$6.11$3.92$0.20$3.71
2017Detailed filing. Detailed filing data is available for this year.$3.63$0.00$3.63$0.16$0.18$0.02
2016Detailed filing. Detailed filing data is available for this year.$3.31$0.00$3.31$0.12$0.18$0.06
2015Detailed filing. Detailed filing data is available for this year.$3.09$0.00$3.09$0.15$0.19$0.04
2014Detailed filing. Detailed filing data is available for this year.$3.40$0.00$3.40$0.08$0.18$0.10
2013Detailed filing. Detailed filing data is available for this year.$3.30$0.00$3.30$0.17$0.18$0.00
2012Detailed filing. Detailed filing data is available for this year.$3.19$0.00$3.19$0.18
2011Detailed filing. Detailed filing data is available for this year.$3.12$0.00$3.12$0.18
2010Detailed filing. Detailed filing data is available for this year.$3.20$0.00$3.20$0.16