Civic Intelligence

Ross Family Foundation

990PF • Fiscal year 2020 • EIN 73-1552681

Jan 01, 2020 to Dec 31, 2020 • Filed on Jul 19, 2021

Organization Profile
210 Park AvenueOklahoma City, OK 73102

(405) 604-5292

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

14th percentile

-59%

Higher net margin than 14% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

35th percentile

-4.2%

Faster asset growth than 35% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

10th percentile

-78%

Faster revenue growth than 10% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$17,148

Down $755 (-4.2%) from 2019

Net Assets

$17,148

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin14th percentile

Revenue

Down

$1,272

Down $4,431 (-78%) from 2019

Expenses

Down

$2,027

Down $10,083 (-83%) from 2019

Net Income

Up

-$755

Up $5,652 (+88%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$80K$60K$40K$20K$0Assets 2011: $35,038Liabilities 2011: $02011Assets 2012: $34,869Liabilities 2012: $02012Assets 2013: $36,788Liabilities 2013: $02013Assets 2014: $33,465Liabilities 2014: $02014Assets 2015: $27,311Liabilities 2015: $02015Assets 2019: $17,903Liabilities 2019: $02019Assets 2020: $17,148Liabilities 2020: $0Net Assets 2020: $17,1482020Assets 2021: $16,485Liabilities 2021: $0Net Assets 2021: $16,4852021Assets 2022: $65,923Liabilities 2022: $0Net Assets 2022: $65,9232022Assets 2023: $52,406Liabilities 2023: $0Net Assets 2023: $52,4062023Assets 2024: $51,009Liabilities 2024: $0Net Assets 2024: $51,0092024

Highlighted filing

2020

Assets$17,148
Liabilities$0
Net Assets$17,148
Open 2020 Filing

Operations Trend

Revenue Growth10th percentile

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

$60K$40K$20K$0-$20KRevenue 2011: $4,049Expenses 2011: $3,765Net Income 2011: $2842011Revenue 2012: $3,878Expenses 2012: $4,047Net Income 2012: -$1692012Revenue 2013: $3,429Expenses 2013: $1,510Net Income 2013: $1,9192013Revenue 2014: $3,368Expenses 2014: $6,691Net Income 2014: -$3,3232014Revenue 2015: $2,416Expenses 2015: $8,570Net Income 2015: -$6,1542015Revenue 2019: $5,703Expenses 2019: $12,110Net Income 2019: -$6,4072019Revenue 2020: $1,272Expenses 2020: $2,027Net Income 2020: -$7552020Revenue 2021: $1,351Expenses 2021: $2,014Net Income 2021: -$6632021Revenue 2022: $51,437Expenses 2022: $1,999Net Income 2022: $49,4382022Revenue 2023: $2,834Expenses 2023: $16,351Net Income 2023: -$13,5172023Revenue 2024: $17,359Expenses 2024: $18,756Net Income 2024: -$1,3972024

Highlighted filing

2020

Revenue$1,272
Expenses$2,027
Net Income-$755
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jul 19, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM J ROSSTrustee-$0--
MARY LILLIAN ROSSTrustee-$0--
REBECCA ROSS ROTENTrustee-$0--
MOLLY K ROSSTrustee-$0--
ROBERT J ROSSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Ross Family Foundation
EIN
73-1552681
Phone
4056045292
Address
210 PARK AVENUE, OKLAHOMA CITY, OK 73102

Signing Officer

Name
Robert J Ross
Title
Trustee
Phone
4056045292
Signed
2021-07-19
Discuss with paid preparer
Yes

Preparer

Firm
Thomas M Perdue CPA PLLC
Address
1221 Holly Ave, Yukon, OK 73099
Preparer
Thomas M Perdue
Phone
4055776458
Raw XML Appendix257 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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DistributionFromCorpusElection/ElectionDesc0Pursuant to IRC Section 4942(h)(2) and Regulation 53.4942(a)-3(d)(2), the foundation hereby elects to treat current year qualifying distributions in excess of the immediately preceding tax year's undistributed income as being made out of corpus.
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ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT J ROSS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum04056045292
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-07-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROSS FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROSS
ReturnHeader/Filer/EIN0731552681
ReturnHeader/Filer/PhoneNum04056045292
ReturnHeader/Filer/USAddress/AddressLine1Txt0210 PARK AVENUE
ReturnHeader/Filer/USAddress/CityNm0OKLAHOMA CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd073102
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0810902437
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Thomas M Perdue CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01221 Holly Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Yukon
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd073099
ReturnHeader/PreparerPersonGrp/PhoneNum04055776458
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS M PERDUE
ReturnHeader/ReturnTs02021-07-19T08:11:52-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBERT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ROSS
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$17,148
Liabilities
$0
Net assets
$17,148
Revenue
$1,272
Expenses
$2,027
Net income
-$755
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$51.0$0.00$51.0$17.4$18.8$1.40
2023Detailed filing. Detailed filing data is available for this year.$52.4$0.00$52.4$2.83$16.4$13.5
2022Detailed filing. Detailed filing data is available for this year.$65.9$0.00$65.9$51.4$2.00$49.4
2021Detailed filing. Detailed filing data is available for this year.$16.5$0.00$16.5$1.35$2.01$0.66
2020Detailed filing. Detailed filing data is available for this year.$17.1$0.00$17.1$1.27$2.03$0.76
2019Summary only. Only limited summary data is available for this year.$17.9$0.00$5.70$12.1$6.41
2015Summary only. Only limited summary data is available for this year.$27.3$0.00$2.42$8.57$6.15
2014Summary only. Only limited summary data is available for this year.$33.5$0.00$3.37$6.69$3.32
2013Summary only. Only limited summary data is available for this year.$36.8$0.00$3.43$1.51$1.92
2012Summary only. Only limited summary data is available for this year.$34.9$0.00$3.88$4.05$0.17
2011Summary only. Only limited summary data is available for this year.$35.0$0.00$4.05$3.77$0.28