Civic Intelligence

The Winthrop Rockefeller Foundation

990PF • Fiscal year 2011 • EIN 71-0285871

Jan 01, 2011 to Dec 31, 2011 • Filed on Aug 14, 2012

225 East Markham Street No 20072201
Siviq Scores

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

Liabilities / Assets

20th percentile

0.03x

Higher debt load relative to assets than 20% of similar nonprofits.

2011 filings • $100M-$250M 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

72nd percentile

$262,844

Higher top officer pay than 72% of similar nonprofits.

2011 filings • $100M-$250M nonprofits • Source year 2011

Asset Growth

7th percentile

-6.6%

Faster asset growth than 7% of similar nonprofits.

2011 filings • $100M-$250M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$125,737,289

Down $8,824,491 (-6.6%) from 2010

Net Assets

Down

$121,411,935

Down $7,190,809 (-5.6%) from 2010

Liabilities

Down

$4,325,354

Down $1,633,682 (-27%) from 2010

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$7,119,813

Up $1,316,015 (+23%) 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.

$200M$150M$100M$50M$0Assets 2010: $134,561,780Liabilities 2010: $5,959,036Net Assets 2010: $128,602,7442010Assets 2011: $125,737,289Liabilities 2011: $4,325,354Net Assets 2011: $121,411,9352011Assets 2012: $132,822,483Liabilities 2012: $2,475,521Net Assets 2012: $130,346,9622012Assets 2013: $147,122,064Liabilities 2013: $3,390,803Net Assets 2013: $143,731,2612013Assets 2014: $145,227,366Liabilities 2014: $3,501,110Net Assets 2014: $141,726,2562014Assets 2015: $134,221,394Liabilities 2015: $3,789,001Net Assets 2015: $130,432,3932015Assets 2016: $129,731,558Liabilities 2016: $2,930,489Net Assets 2016: $126,801,0692016Assets 2017: $141,195,708Liabilities 2017: $2,578,746Net Assets 2017: $138,616,9622017Assets 2018: $130,783,646Liabilities 2018: $1,846,782Net Assets 2018: $128,936,8642018Assets 2019: $146,819,862Liabilities 2019: $3,105,9122019Assets 2020: $157,147,472Liabilities 2020: $2,633,512Net Assets 2020: $154,513,9602020Assets 2021: $169,499,273Liabilities 2021: $4,841,069Net Assets 2021: $164,658,2042021Assets 2022: $145,505,045Liabilities 2022: $5,265,218Net Assets 2022: $140,239,8272022Assets 2023: $151,671,301Liabilities 2023: $4,191,614Net Assets 2023: $147,479,6872023Assets 2024: $151,505,317Liabilities 2024: $2,901,518Net Assets 2024: $148,603,7992024

Highlighted filing

2011

Assets$125,737,289
Liabilities$4,325,354
Net Assets$121,411,935

Operations Trend

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

$20M$10M$0-$10MExpenses 2010: $5,803,7982010Expenses 2011: $7,119,8132011Expenses 2012: $6,149,8762012Revenue 2013: $13,725,409Expenses 2013: $7,466,114Net Income 2013: $6,259,2952013Revenue 2014: $9,597,539Expenses 2014: $7,476,337Net Income 2014: $2,121,2022014Revenue 2015: $10,791,796Expenses 2015: $8,561,136Net Income 2015: $2,230,6602015Revenue 2016: $2,771,618Expenses 2016: $7,597,946Net Income 2016: -$4,826,3282016Revenue 2017: $10,184,205Expenses 2017: $7,668,381Net Income 2017: $2,515,8242017Revenue 2018: $6,101,331Expenses 2018: $4,954,123Net Income 2018: $1,147,2082018Revenue 2019: $4,960,697Expenses 2019: $7,521,294Net Income 2019: -$2,560,5972019Revenue 2020: $3,991,446Expenses 2020: $7,233,428Net Income 2020: -$3,241,9822020Revenue 2021: $12,187,719Expenses 2021: $10,218,260Net Income 2021: $1,969,4592021Revenue 2022: $6,577,954Expenses 2022: $9,660,103Net Income 2022: -$3,082,1492022Revenue 2023: $4,343,654Expenses 2023: $9,054,302Net Income 2023: -$4,710,6482023Revenue 2024: $2,010,735Expenses 2024: $10,498,835Net Income 2024: -$8,488,1002024

Highlighted filing

2011

Revenue-
Expenses$7,119,813
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Aug 14, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHERECE WESTPresident & CEOFT$229,502$33,342$262,844
ANDREA DOBSONCofoFT$179,744$34,467$214,211
REGAN GRUBER MOFFITTBoard SecretaryFT$93,021$15,803$108,824
RALPH CHRISTYDirector-$0--
RENE LAPORTEDirector-$0--
VICKI SAVIERSDirector-$0--
LISENNE ROCKEFELLERVice-Chairman-$0--
CYNTHIA EASTDirector-$0--
J BAXTER SHARPChair-$0--
WILLIAM J BYNUMDirector-$0--
DIANA GONZALES WORTHENDirector-$0--
ANDRE GUERRERODirector-$0--
YVETTE MURPHY-ERBYDirector-$0--
TOYCE NEWTONDirector-$0--
PLEDGER E MONK IIIDirector-$0--
PHILLIP N BALDWINDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSEE STATEMENT 20SEE STATEMENT 20-LITTLE ROCK, AR, US$5,652,319
Approved Future GrantSEE STATEMENT 20SEE STATEMENT 20-LITTLE ROCK, AR, US$2,140,470
Filing and Contact Details

Filer

EIN
71-0285871
Raw XML AppendixShowing 400 of 1,150 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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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7ING CLARION REITS - SEE STATEMENT 21
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis76273069
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis82157557
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis9295477
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis102508365
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis132498657
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis141785339
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis17976571
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis1866385
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis191856982
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis20306723
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis224571161
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis2392
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis2522403
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0ADVISORY RESEARCH - SHORT TERM (SEE STATEMENT 15A)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1ADVISORY RESEARCH - LONG TERM (SEE STATEMENT 15A)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2GMO - LONG TERM (SEE STATEMENT 15B)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3HERNDON - SHORT TERM (SEE STATEMENT 15C)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4INTECH - LONG TERM (SEE STATEMENT 15D)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset5KR CAPITAL - SHORT TERM (SEE STATEMENT 15E)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset6KR CAPITAL - LONG TERM (SEE STATEMENT 15E)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset7MARVIN & PALMER - SHORT TERM (SEE STATEMENT 15F)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset8MARVIN & PALMER - LONG TERM (SEE STATEMENT 15F)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset9PIMCO - SHORT TERM (SEE STATEMENT 15G)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset10PIMCO - LONG TERM (SEE STATEMENT 15G)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset11RANGER - SHORT TERM (SEE STATEMENT 15H)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset12RANGER - LONG TERM (SEE STATEMENT 15H)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset13WASHINGTON - SHORT TERM (SEE STATEMENT 15I)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset14WASHINGTON - LONG TERM (SEE STATEMENT 15I)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset15DREIHAUS - SHORT TERM (SEE STATEMENT 15J)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset16DREIHAUS - LONG TERM (SEE STATEMENT 15J)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset17COMMUNITY - SHORT TERM (SEE STATEMENT 15K)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset18ARTISAN - SHORT TERM (SEE STATEMENT 15L)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset19ARTISAN - LONG TERM (SEE STATEMENT 15L)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset20MFB NTGI COMMON DAILY - SHORT TERM (SEE STMT 15M)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset21MFB NTGI COMMON DAILY - LONG TERM (SEE STMT 15M)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset22MFB NTGI-QM COM DAILY - SHORT TERM (SEE STMT 15M)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset23PASSTHROUGH: INTECH GROWTH FUND LT (SEE STMT 16A)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset24PASSTHROUGH: INTECH GROWTH FUND LT (SEE STMT 16A)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset25PASSTHROUGH: D.S.V. II, LP (SEE STMT 16B)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset26PASSTHROUGH: FUND FOR AR FUTURE LLC (SEE STMT 16C)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset27MFB NTGI-QM COM DAILY - LONG TERM (SEE STMT 15M)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset28PASSTHROUGH: ATLAS PIPELINE PTRS (SEE STMT 16D)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset29ATLAS PIPELINE PARTNERS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset30CAPITAL GAINS DIVIDENDS
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss28-198
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss2915095
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss30263389
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses0166808
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses1648350
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses2-706978
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses3-605277
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses7-199413
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses9-4787
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$152$2.90$149$2.01$10.5$8.49
2023Detailed filing. Detailed filing data is available for this year.$152$4.19$147$4.34$9.05$4.71
2022Detailed filing. Detailed filing data is available for this year.$146$5.27$140$6.58$9.66$3.08
2021Detailed filing. Detailed filing data is available for this year.$169$4.84$165$12.2$10.2$1.97
2020Detailed filing. Detailed filing data is available for this year.$157$2.63$155$3.99$7.23$3.24
2019Summary only. Only limited summary data is available for this year.$147$3.11$4.96$7.52$2.56
2018Detailed filing. Detailed filing data is available for this year.$131$1.85$129$6.10$4.95$1.15
2017Detailed filing. Detailed filing data is available for this year.$141$2.58$139$10.2$7.67$2.52
2016Detailed filing. Detailed filing data is available for this year.$130$2.93$127$2.77$7.60$4.83
2015Detailed filing. Detailed filing data is available for this year.$134$3.79$130$10.8$8.56$2.23
2014Detailed filing. Detailed filing data is available for this year.$145$3.50$142$9.60$7.48$2.12
2013Detailed filing. Detailed filing data is available for this year.$147$3.39$144$13.7$7.47$6.26
2012Detailed filing. Detailed filing data is available for this year.$133$2.48$130$6.15
2011Detailed filing. Detailed filing data is available for this year.$126$4.33$121$7.12
2010Detailed filing. Detailed filing data is available for this year.$135$5.96$129$5.80