Civic Intelligence

The Rosewell Foundation Inc

990EZ • Fiscal year 2013 • EIN 54-1763605

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 10, 2014

PO Box 145623061

(804) 693-2585

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

68th percentile

0.02x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Net Margin

26th percentile

-7.8%

Higher net margin than 26% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

45th percentile

-0.3%

Faster asset growth than 45% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

58th percentile

6.8%

Faster revenue growth than 58% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Assets

Down

$274,923

Down $700 (-0.3%) from 2012

Net Assets

Down

$273,584

Down $923 (-0.3%) from 2012

Liabilities

Up

$1,339

Up $223 (+20%) from 2012

Revenue

Up

$75,048

Up $4,760 (+6.8%) from 2012

Expenses

Down

$80,930

Down $5,770 (-6.7%) from 2012

Net Income

Up

-$5,882

Up $10,530 (+64%) from 2012

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2010: $310,905Liabilities 2010: $2,905Net Assets 2010: $308,0002010Assets 2011: $288,857Liabilities 2011: $1,417Net Assets 2011: $287,4402011Assets 2012: $275,623Liabilities 2012: $1,116Net Assets 2012: $274,5072012Assets 2013: $274,923Liabilities 2013: $1,339Net Assets 2013: $273,5842013Assets 2014: $264,984Liabilities 2014: $1,838Net Assets 2014: $263,1462014Assets 2015: $330,109Liabilities 2015: $5,547Net Assets 2015: $324,5622015Assets 2016: $378,452Liabilities 2016: $50,864Net Assets 2016: $327,5882016Assets 2017: $386,911Liabilities 2017: $63,264Net Assets 2017: $323,6472017Assets 2018: $380,190Liabilities 2018: $58,473Net Assets 2018: $321,7172018Assets 2019: $648,425Liabilities 2019: $70,475Net Assets 2019: $577,9502019Assets 2020: $643,460Liabilities 2020: $121,734Net Assets 2020: $521,7262020Assets 2021: $742,038Liabilities 2021: $293,067Net Assets 2021: $448,9712021Assets 2022: $654,086Liabilities 2022: $291,355Net Assets 2022: $362,7312022

Highlighted filing

2013

Assets$274,923
Liabilities$1,339
Net Assets$273,584

Operations Trend

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

$400K$200K$0-$200KRevenue 2010: $102,854Expenses 2010: $106,921Net Income 2010: -$4,0672010Revenue 2011: $69,297Expenses 2011: $89,857Net Income 2011: -$20,5602011Revenue 2012: $70,288Expenses 2012: $86,700Net Income 2012: -$16,4122012Revenue 2013: $75,048Expenses 2013: $80,930Net Income 2013: -$5,8822013Revenue 2014: $58,314Expenses 2014: $66,960Net Income 2014: -$8,6462014Revenue 2015: $82,344Expenses 2015: $69,246Net Income 2015: $13,0982015Revenue 2016: $132,763Expenses 2016: $84,491Net Income 2016: $48,2722016Revenue 2017: $102,546Expenses 2017: $106,487Net Income 2017: -$3,9412017Revenue 2018: $136,040Expenses 2018: $129,106Net Income 2018: $6,9342018Revenue 2019: $367,423Expenses 2019: $116,179Net Income 2019: $251,2442019Revenue 2020: $35,394Expenses 2020: $95,428Net Income 2020: -$60,0342020Revenue 2021: $41,082Expenses 2021: $119,041Net Income 2021: -$77,9592021Revenue 2022: $35,124Expenses 2022: $120,605Net Income 2022: -$85,4812022

Highlighted filing

2013

Revenue$75,048
Expenses$80,930
Net Income-$5,882
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 10, 2014
Return Version
2013v3.0
Gross Receipts
$75,733
Mission and Program Overview

Mission

Preserve and display historical ruins

Program Services

DescriptionGrantsExpenses
THE RUINS AT ROSEWELL PLANTATION ARE BEING STABILIZED AND ARE OPEN TO THE PUBLIC. THE FOUNDATION HAS OPENED A VISITOR CENTER TO PROVIDE TOURS AND INFORMATION, AND DISPLAY ARTIFACTS FROM THE RUINS.$2,200$54,256
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SANDRA PAITPresident-$0--
PHILIP PAGEVice President-$0--
CLAYTON JAMESTreasurer-$0--
LETITIA GRANTSecretary-$0--
WARREN DEALDirector-$0--
DREW BABBDirector-$0--
NANCY KIDDDirector-$0--
THOMAS BOYDDirector-$0--
MARY CLAYCOMBDirector-$0--
DENISE HUTCHINSDirector-$0--
DAVID MURONDirector-$0--
MARILYN MURONDirector-$0--
Filing and Contact Details

Filer

EIN
54-1763605
Phone
8046932585

Signing Officer

Name
Clayton W James
Title
Treasurer
Phone
8046932585
Signed
2014-11-10
Discuss with paid preparer
Yes

Preparer

Preparer
Leslie F Roberts
Phone
7578731033
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest. Amount: 2.

Form 990-ez, Part I, Line 7 - Sales of Inventory

Income: gross receipts: 1,492. Returns and allowances: 0. Less cost of goods sold: 561. Gross profit: 931. Cost of goods sold: inventory at beginning of year: 1,482. Merchandise purchased: 147. Cost of labor: 0. Materials and supplies: 207. Other costs: 0. Inventory at end of year: 1,275. Cost of goods sold: 561.

Form 990-ez, Part I, Line 8 - Other Revenue

Description: insurance proceeds - flood damage. Amount: 15,775.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: gloucester-mathews free clinic. Grantee address: po box 684 gloucester, va 23061. Property description: cash. Date of gift: 09/11/13. Amount given: 2,200.

Form 990-ez, Part I, Line 14

Description: depreciation. Amount: 12,973. Description: other expenses. Amount: 18,021. Total to form 990-ez, line 14: 30,994.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: bank and other fees. Amount: 733. Description: dues and subsciptions. Amount: 335. Description: security. Amount: 360. Description: supplies and equipment. Amount: 2,884. Description: advertising. Amount: 1,118. Description: flodd damage expenses. Amount: 21,030. Description: internet & web service . Amount: 327. Description: telephone. Amount: 1,598. Total to form 990-ez, line 16: 28,385.

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

Description: unrealized capital gain. Amount: 4,959.

Form 990-ez, Part II, Line 24 - Other Assets

Description: inventory. Beg. Of year amount: 1,482. End of year amount: 1,275. Description: security deposit. Beg. Of year amount: 400. End of year amount: 400. Description: accounts receivable. Beg. Of year amount: 0. End of year amount: 117.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: payroll liabilities. Beg. Of year amount: 770. End of year amount: 1,339. Description: accounts payable. Beg. Of year amount: 346. End of year amount: 0.

Raw XML Appendix228 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum08046932585
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10HISTORIC SITE
IRS990EZ/BooksInCareOfDetail/USAddress/City0GLOUCESTER
IRS990EZ/BooksInCareOfDetail/USAddress/State0VA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode023061
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SANDRA PAIT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PHILIP PAGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CLAYTON JAMES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LETITIA GRANT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4WARREN DEAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DREW BABB
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6NANCY KIDD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7THOMAS BOYD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8MARY CLAYCOMB
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9DENISE HUTCHINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10DAVID MURON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11MARILYN MURON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01882
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01792
IRS990EZ/OtherChangesInNetAssetsAmt04959
IRS990EZ/OtherExpensesTotalAmt028385
IRS990EZ/OtherRevenueTotalAmt015775
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PRESERVE AND DISPLAY HISTORICAL RUINS
IRS990EZ/PrintingPublicationsPostageAmt01917
IRS990EZ/ProgramServiceRevenueAmt07831
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE RUINS AT ROSEWELL PLANTATION ARE BEING STABILIZED AND ARE OPEN TO THE PUBLIC. THE FOUNDATION HAS OPENED A VISITOR CENTER TO PROVIDE TOURS AND INFORMATION, AND DISPLAY ARTIFACTS FROM THE RUINS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt02200
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IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt013299
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt0124
IRS990EZ/SpecialEventsNetIncomeLossAmt05327
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0VA
IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01339
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://WWW.ROSEWELL.ORG
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IRS990ScheduleA/TotalSupportAmt0290438
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 2.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INCOME: GROSS RECEIPTS: 1,492. RETURNS AND ALLOWANCES: 0. LESS COST OF GOODS SOLD: 561. GROSS PROFIT: 931. COST OF GOODS SOLD: INVENTORY AT BEGINNING OF YEAR: 1,482. MERCHANDISE PURCHASED: 147. COST OF LABOR: 0. MATERIALS AND SUPPLIES: 207. OTHER COSTS: 0. INVENTORY AT END OF YEAR: 1,275. COST OF GOODS SOLD: 561.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: INSURANCE PROCEEDS - FLOOD DAMAGE. AMOUNT: 15,775.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY CLASSIFICATION: . GRANTEE NAME: GLOUCESTER-MATHEWS FREE CLINIC. GRANTEE ADDRESS: PO BOX 684 GLOUCESTER, VA 23061. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 09/11/13. AMOUNT GIVEN: 2,200.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: DEPRECIATION. AMOUNT: 12,973. DESCRIPTION: OTHER EXPENSES. AMOUNT: 18,021. TOTAL TO FORM 990-EZ, LINE 14: 30,994.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DESCRIPTION: BANK AND OTHER FEES. AMOUNT: 733. DESCRIPTION: DUES AND SUBSCIPTIONS. AMOUNT: 335. DESCRIPTION: SECURITY. AMOUNT: 360. DESCRIPTION: SUPPLIES AND EQUIPMENT. AMOUNT: 2,884. DESCRIPTION: ADVERTISING. AMOUNT: 1,118. DESCRIPTION: FLODD DAMAGE EXPENSES. AMOUNT: 21,030. DESCRIPTION: INTERNET & WEB SERVICE . AMOUNT: 327. DESCRIPTION: TELEPHONE. AMOUNT: 1,598. TOTAL TO FORM 990-EZ, LINE 16: 28,385.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DESCRIPTION: UNREALIZED CAPITAL GAIN. AMOUNT: 4,959.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7DESCRIPTION: INVENTORY. BEG. OF YEAR AMOUNT: 1,482. END OF YEAR AMOUNT: 1,275. DESCRIPTION: SECURITY DEPOSIT. BEG. OF YEAR AMOUNT: 400. END OF YEAR AMOUNT: 400. DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 117.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8DESCRIPTION: PAYROLL LIABILITIES. BEG. OF YEAR AMOUNT: 770. END OF YEAR AMOUNT: 1,339. DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 346. END OF YEAR AMOUNT: 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 7 - SALES OF INVENTORY
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CLAYTON W JAMES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08046932585
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine10ROSEWELL FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0ROSE
ReturnHeader/Filer/EIN0541763605
ReturnHeader/Filer/PhoneNum08046932585
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 1456
ReturnHeader/Filer/USAddress/City0GLOUCESTER
ReturnHeader/Filer/USAddress/State0VA
ReturnHeader/Filer/USAddress/ZIPCode023061
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0560747981
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10DIXON HUGHES GOODMAN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10701 TOWN CENTER DRIVE SUITE 700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0NEWPORT NEWS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0236064295
ReturnHeader/PreparerPersonGrp/PhoneNum07578731033
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LESLIE F ROBERTS
ReturnHeader/ReturnTs02014-11-14T06:40:20-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$6.54$2.91$3.63$0.35$1.21$0.85
2021Detailed filing. Detailed filing data is available for this year.$7.42$2.93$4.49$0.41$1.19$0.78
2020Detailed filing. Detailed filing data is available for this year.$6.43$1.22$5.22$0.35$0.95$0.60
2019Detailed filing. Detailed filing data is available for this year.$6.48$0.70$5.78$3.67$1.16$2.51
2018Detailed filing. Detailed filing data is available for this year.$3.80$0.58$3.22$1.36$1.29$0.07
2017Detailed filing. Detailed filing data is available for this year.$3.87$0.63$3.24$1.03$1.06$0.04
2016Detailed filing. Detailed filing data is available for this year.$3.78$0.51$3.28$1.33$0.84$0.48
2015Detailed filing. Detailed filing data is available for this year.$3.30$0.06$3.25$0.82$0.69$0.13
2014Detailed filing. Detailed filing data is available for this year.$2.65$0.02$2.63$0.58$0.67$0.09
2013Detailed filing. Detailed filing data is available for this year.$2.75$0.01$2.74$0.75$0.81$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.76$0.01$2.75$0.70$0.87$0.16
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.89$0.01$2.87$0.69$0.90$0.21
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.11$0.03$3.08$1.03$1.07$0.04