Civic Intelligence

Rosedale Conservancy Inc.

990 • Fiscal year 2020 • EIN 61-1428050

Dec 01, 2019 to Nov 30, 2020 • Filed on Mar 29, 2021

Organization ProfileWWW.ROSEDALECONSERVANCY.ORG
PO Box 39310Washington, DC 20016-9310

(202) 966-9410

Siviq Scores

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

Liabilities / Assets

7th percentile

0.00x

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

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

7th percentile

0.00x

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

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Net Margin

88th percentile

43%

Higher net margin than 88% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

22nd percentile

$1,405

Higher top officer pay than 22% of similar nonprofits.

Top officer pay equals 1.4% of source-year revenue.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Asset Growth

32nd percentile

0.8%

Faster asset growth than 32% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

22nd percentile

-16%

Faster revenue growth than 22% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets7th percentile

Assets

Flat

$5,507,361

Flat from 2020

Net Assets

Flat

$5,507,361

Flat from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin88th percentile

Revenue

Flat

$99,115

Flat from 2020

Expenses

Flat

$56,977

Flat from 2020

Net Income

Flat

$42,138

Flat from 2020

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $5,196,288Liabilities 2010: $0Net Assets 2010: $5,196,2882010Assets 2011: $5,241,008Liabilities 2011: $0Net Assets 2011: $5,241,0082011Assets 2012: $5,233,427Liabilities 2012: $0Net Assets 2012: $5,233,4272012Assets 2013: $5,269,536Liabilities 2013: $0Net Assets 2013: $5,269,5362013Assets 2014: $5,302,646Liabilities 2014: $0Net Assets 2014: $5,302,6462014Assets 2015: $5,332,784Liabilities 2015: $0Net Assets 2015: $5,332,7842015Assets 2016: $5,340,228Liabilities 2016: $0Net Assets 2016: $5,340,2282016Assets 2017: $5,356,542Liabilities 2017: $0Net Assets 2017: $5,356,5422017Assets 2018: $5,404,392Liabilities 2018: $2,385Net Assets 2018: $5,402,0072018Assets 2019: $5,464,922Liabilities 2019: $1,501Net Assets 2019: $5,463,4212019Assets 2020: $5,507,361Liabilities 2020: $0Net Assets 2020: $5,507,3612020Assets 2020: $5,507,361Liabilities 2020: $0Net Assets 2020: $5,507,3612020Assets 2021: $5,531,597Liabilities 2021: $0Net Assets 2021: $5,531,5972021Assets 2022: $5,588,889Liabilities 2022: $0Net Assets 2022: $5,588,8892022Assets 2023: $5,610,554Liabilities 2023: $2,019Net Assets 2023: $5,608,5352023

Highlighted filing

2020

Assets$5,507,361
Liabilities$0
Net Assets$5,507,361
Open 2020 Filing

Operations Trend

Revenue Growth22nd percentile

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

$150K$100K$50K$0-$50KExpenses 2010: $41,2332010Expenses 2011: $34,9102011Expenses 2012: $67,3402012Expenses 2013: $39,7022013Revenue 2014: $72,294Expenses 2014: $42,765Net Income 2014: $29,5292014Revenue 2015: $64,562Expenses 2015: $36,440Net Income 2015: $28,1222015Revenue 2016: $78,807Expenses 2016: $71,027Net Income 2016: $7,7802016Revenue 2017: $69,146Expenses 2017: $52,566Net Income 2017: $16,5802017Revenue 2018: $109,818Expenses 2018: $59,006Net Income 2018: $50,8122018Revenue 2019: $118,330Expenses 2019: $64,081Net Income 2019: $54,2492019Revenue 2020: $99,115Expenses 2020: $56,977Net Income 2020: $42,1382020Revenue 2020: $99,115Expenses 2020: $56,977Net Income 2020: $42,1382020Revenue 2021: $101,457Expenses 2021: $69,112Net Income 2021: $32,3452021Revenue 2022: $146,721Expenses 2022: $73,215Net Income 2022: $73,5062022Revenue 2023: $101,525Expenses 2023: $102,601Net Income 2023: -$1,0762023

Highlighted filing

2020

Revenue$99,115
Expenses$56,977
Net Income$42,138
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2019 to Nov 30, 2020
Signed
Mar 29, 2021
Return Version
2019v5.2
Gross Receipts
$376,869
Mission and Program Overview

Mission

The Conservancy has been organized to operate exclusively for charitable and educational purposes, including but not limited to promoting the preservation of the historic lawns of the Rosedale Estate for the use and education of the general public.

The conservancy has been organized to operate exclusively for charitable and educational purposes, including but not limited to, promoting the preservation of the historic lawns of the rosedale estate for use by or education of the general public.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$4,800,000$4,800,000→ $0
Investments in Publicly Traded Securities$594,738$590,285▼ $4,453
Cash and Non-Interest-Bearing Accounts$38,943$64,944▲ $26,001
Savings and Temporary Cash Investments$31,041$52,132▲ $21,091
Accounts Receivable$200--
Total Assets$5,464,922$5,507,361▲ $42,439
Liabilities
Accounts Payable and Accrued Expenses$1,501--
Total Liabilities$1,501$0▼ $1,501
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,463,421$5,507,361▲ $43,940
Total Net Assets Fund Balance$5,463,421$5,507,361▲ $43,940
Total Liabilities and Net Assets / Fund Balance$5,464,922$5,507,361▲ $42,439

Asset Categories

AssetBook ValueDepreciationBasis
Land$4,800,000-$4,800,000

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$508,944-▲ $13,831-$522,775
2018$506,852-▲ $2,092-$508,944
2017-$500,000▲ $6,852-$506,852
Compensation and Service Providers
Top Officer Pay22nd percentile

Employees

NameTitleBaseTotal
Danna MccormickTreasurer$1,405$1,405

Board Members and Trustees

NameTitle
Jill HallPresident
Alyse GrahamDirector
Bruce JohnsonDirector
Erin SearsDirector
George MarcouDirector
Jim ManziDirector
Julie MartinDirector
Katie WiegmannDirector
Nancy MacwoodDirector
Rick NashDirector
Roger PollakDirector
Ross AinDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$60,579
Program Service Revenue
$23,700
Investment Income
$14,836
Other Revenue
$0
All Other Contributions
$25,379
Change in Net Assets
$42,138
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$56,977
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Insurance-$5,646-$5,646
Information Technology-$2,384-$2,384
Office Expenses$501$1,741-$2,242
Fees for Services Accounting-$2,100-$2,100
Occupancy$645--$645
Other Expenses$188--$188
All Other Expenses-$80-$80
Total Functional Expenses$45,026$11,951$0$56,977
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The organization is composed of two membership classes, whose only voting right is to elect the board members of the conservancy. The designated property members elect 7 members of the board; the general members elect 3 members of the board. In addition there are 3 members of the board who are chosen to represent local neighborhood organizations/entities.”

Form 990, Part VI, Section A, Line 7A

“The organization is composed of two membership classes, whose only voting right is to elect the board members of the conservancy. The designated property members elect 7 members of the board; the general members elect 3 members of the board. In addition there are 3 members of the board who are chosen to represent local neighborhood organizations/entities.”

Form 990, Part VI, Section B, Line 11B

“The president and treasurer of the organization review the form 990 before it's filed.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents are not made available to the public.”

Filing and Contact Details

Filer

Filer Name
Rosedale Conservancy Inc
EIN
61-1428050
Phone
2029669410
Address
PO BOX 39310, WASHINGTON, DC 20016-9310

Signing Officer

Name
Danna Mccormick
Title
Treasurer
Phone
2029669410
Signed
2021-03-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Danna Mccormick
Formed
2002
Legal Domicile
Dc
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
12

Preparer

Firm
Squire Lemkin Company Llp
Address
111 ROCKVILLE PIKE SUITE 475, ROCKVILLE, MD 20850
Preparer
Tracy M Morey
Phone
3014246800
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“The endowment shall be used solely to support the rosedale conservancy.”

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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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IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0118330
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt042138
IRS990/RelatedEntityInd00
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IRS990/ReportLandBuildingEquipmentInd01
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IRS990/RevenueAmt023700
IRS990/SavingsAndTempCashInvstGrp/BOYAmt031041
IRS990/SavingsAndTempCashInvstGrp/EOYAmt052132
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt060579
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt080746
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt075569
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt052754
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt063314
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0332962
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt014948
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt012194
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt010437
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt04661
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt04359
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt046599
IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/PublicSupportPY170Pct00.89660
IRS990ScheduleA/PublicSupportTotal170Amt0332962
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt060579
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt075569
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt052754
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt063314
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0332962
IRS990ScheduleA/TotalSupportAmt0379602
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt041
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt041
IRS990/ScheduleBRequiredInd00
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IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0522775
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt013831
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0506852
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0508944
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02092
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0500000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0506852
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt06852
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/LandGrp/BookValueAmt04800000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt04800000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ENDOWMENT SHALL BE USED SOLELY TO SUPPORT THE ROSEDALE CONSERVANCY.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04800000
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS COMPOSED OF TWO MEMBERSHIP CLASSES, WHOSE ONLY VOTING RIGHT IS TO ELECT THE BOARD MEMBERS OF THE CONSERVANCY. THE DESIGNATED PROPERTY MEMBERS ELECT 7 MEMBERS OF THE BOARD; THE GENERAL MEMBERS ELECT 3 MEMBERS OF THE BOARD. IN ADDITION THERE ARE 3 MEMBERS OF THE BOARD WHO ARE CHOSEN TO REPRESENT LOCAL NEIGHBORHOOD ORGANIZATIONS/ENTITIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION IS COMPOSED OF TWO MEMBERSHIP CLASSES, WHOSE ONLY VOTING RIGHT IS TO ELECT THE BOARD MEMBERS OF THE CONSERVANCY. THE DESIGNATED PROPERTY MEMBERS ELECT 7 MEMBERS OF THE BOARD; THE GENERAL MEMBERS ELECT 3 MEMBERS OF THE BOARD. IN ADDITION THERE ARE 3 MEMBERS OF THE BOARD WHO ARE CHOSEN TO REPRESENT LOCAL NEIGHBORHOOD ORGANIZATIONS/ENTITIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PRESIDENT AND TREASURER OF THE ORGANIZATION REVIEW THE FORM 990 BEFORE IT'S FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION'S GOVERNING DOCUMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalEmployeeCnt00
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt045026
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IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesGrp/BOYAmt01501
IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt05507361
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IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0WASHINGTON
IRS990/USAddress/StateAbbreviationCd0DC
IRS990/USAddress/ZIPCd0200169310
IRS990/VotingMembersGoverningBodyCnt013
IRS990/VotingMembersIndependentCnt013
IRS990/WebsiteAddressTxt0WWW.ROSEDALECONSERVANCY.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DANNA MCCORMICK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02029669410
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-03-29
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ReturnHeader/Filer/BusinessNameControlTxt0ROSE
ReturnHeader/Filer/EIN0611428050
ReturnHeader/Filer/PhoneNum02029669410
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 39310
ReturnHeader/Filer/USAddress/CityNm0WASHINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DC
ReturnHeader/Filer/USAddress/ZIPCd0200169310
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0522041603
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SQUIRE LEMKIN COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0111 ROCKVILLE PIKE SUITE 475
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROCKVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020850
ReturnHeader/PreparerPersonGrp/PhoneNum03014246800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TRACY M MOREY

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,507,361
Liabilities
$0
Net assets
$5,507,361
Revenue
$99,115
Expenses
$56,977
Net income
$42,138
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$5.61$0.00$5.61$0.10$0.10$0.00
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.59$0.00$5.59$0.15$0.07$0.07
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.53$0.00$5.53$0.10$0.07$0.03
2020Detailed filing. Detailed filing data is available for this year.$5.51$0.00$5.51$0.10$0.06$0.04
2020Summary only. Only limited summary data is available for this year.$5.51$0.00$5.51$0.10$0.06$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.46$0.00$5.46$0.12$0.06$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.40$0.00$5.40$0.11$0.06$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.36$0.00$5.36$0.07$0.05$0.02
2016Detailed filing. Detailed filing data is available for this year.$5.34$0.00$5.34$0.08$0.07$0.01
2015Detailed filing. Detailed filing data is available for this year.$5.33$0.00$5.33$0.06$0.04$0.03
2014Detailed filing. Detailed filing data is available for this year.$5.30$0.00$5.30$0.07$0.04$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.27$0.00$5.27$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.23$0.00$5.23$0.07
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.24$0.00$5.24$0.03
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.20$0.00$5.20$0.04