Civic Intelligence

The Marshal Verne Ross Foundation C/O Mary Frances Ross

990PF • Fiscal year 2018 • EIN 74-2864663

Jan 01, 2018 to Dec 31, 2018 • Filed on May 08, 2019

Organization Profile
2200 Quail Hollow DriveBryan, TX 77802

(979) 776-1922

Siviq Scores

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

Liabilities / Assets

34th percentile

0.00x

Higher debt load relative to assets than 34% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

38th percentile

0.02x

Higher debt load relative to revenue than 38% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

88th percentile

46%

Higher net margin than 88% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

76th percentile

11%

Faster asset growth than 76% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

87th percentile

52%

Faster revenue growth than 87% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets34th percentile

Assets

Up

$3,973,330

Up $387,819 (+11%) from 2017

Net Assets

Up

$3,958,240

Up $378,780 (+11%) from 2017

Liabilities

Up

$15,090

Up $9,039 (+149%) from 2017

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin88th percentile

Revenue

Up

$771,804

Up $263,495 (+52%) from 2017

Expenses

Up

$417,841

Up $20,042 (+5.0%) from 2017

Net Income

Up

$353,963

Up $243,453 (+220%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $2,771,178Liabilities 2010: $0Net Assets 2010: $2,771,1782010Assets 2011: $2,919,507Liabilities 2011: $1,2862011Assets 2012: $3,137,819Liabilities 2012: $6,727Net Assets 2012: $3,131,0922012Assets 2013: $3,278,444Liabilities 2013: $0Net Assets 2013: $3,278,4442013Assets 2014: $3,545,971Liabilities 2014: $5,596Net Assets 2014: $3,540,3752014Assets 2015: $3,543,349Liabilities 2015: $10,549Net Assets 2015: $3,532,8002015Assets 2016: $3,462,036Liabilities 2016: $0Net Assets 2016: $3,462,0362016Assets 2017: $3,585,511Liabilities 2017: $6,051Net Assets 2017: $3,579,4602017Assets 2018: $3,973,330Liabilities 2018: $15,090Net Assets 2018: $3,958,2402018Assets 2019: $4,007,716Liabilities 2019: $0Net Assets 2019: $4,007,7162019Assets 2020: $4,140,701Liabilities 2020: $0Net Assets 2020: $4,140,7012020Assets 2021: $4,299,273Liabilities 2021: $5,838Net Assets 2021: $4,293,4352021Assets 2022: $4,505,876Liabilities 2022: $0Net Assets 2022: $4,505,8762022Assets 2023: $4,472,927Liabilities 2023: $0Net Assets 2023: $4,472,9272023Assets 2024: $4,907,922Liabilities 2024: $4,624Net Assets 2024: $4,903,2982024

Highlighted filing

2018

Assets$3,973,330
Liabilities$15,090
Net Assets$3,958,240
Open 2018 Filing

Operations Trend

Revenue Growth87th percentile

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

$1.0M$500K$0-$500KExpenses 2010: $421,7922010Revenue 2011: $572,655Expenses 2011: $425,612Net Income 2011: $147,0432011Expenses 2012: $453,1782012Revenue 2013: $632,574Expenses 2013: $475,966Net Income 2013: $156,6082013Revenue 2014: $726,791Expenses 2014: $513,973Net Income 2014: $212,8182014Revenue 2015: $390,336Expenses 2015: $430,572Net Income 2015: -$40,2362015Revenue 2016: $285,477Expenses 2016: $420,965Net Income 2016: -$135,4882016Revenue 2017: $508,309Expenses 2017: $397,799Net Income 2017: $110,5102017Revenue 2018: $771,804Expenses 2018: $417,841Net Income 2018: $353,9632018Revenue 2019: $457,767Expenses 2019: $435,066Net Income 2019: $22,7012019Revenue 2020: $540,211Expenses 2020: $429,689Net Income 2020: $110,5222020Revenue 2021: $604,118Expenses 2021: $482,184Net Income 2021: $121,9342021Revenue 2022: $732,500Expenses 2022: $571,167Net Income 2022: $161,3332022Revenue 2023: $507,660Expenses 2023: $580,446Net Income 2023: -$72,7862023Revenue 2024: $991,651Expenses 2024: $592,829Net Income 2024: $398,8222024

Highlighted filing

2018

Revenue$771,804
Expenses$417,841
Net Income$353,963
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 8, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mary Frances RossPresident-$0--
Margaret PurvisVice President-$0--
Marsha Frances Ross ShaerDirector-$0--
Amanda Lee Ross VersariDirector-$0--
Woody ThompsonTreasurer-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-SCHOLARSHIPS TO SCHOOLS OF NURSING, HEALTH PROFESSIONS, PA'S AND THIRD YEAR MEDICAL STUDENTS501(C)3ODESSA, TX, US$90,000
Paid Grant-CONTINUING ED. PROGRAMS501(C)3BRYAN, TX, US$35,000
Paid Grant-NURSING SCHOLARSHIP FUND501(C)3MIDLAND, TX, US$27,000
Paid Grant-SUPPORT FOR CLUB PROGRAMS501(C)3BRYAN, TX, US$25,000
Paid Grant-INFANT RISK CENTER501(C)3LUBBOCK, TX, US$25,000
Paid Grant-GENERAL OP NEEDS501(C)3MIDLAND, TX, US$20,000
Paid Grant-GENERAL OP NEEDS501(C)3BRYAN, TX, US$10,530
Paid Grant-SCHOLARSHIPS FOR SCHOOL OF VETERINARY MEDICINE.501(C)3COLLEGE STATION, TX, US$10,000
Paid Grant-KIDS CAMP/WOMEN'S RETREAT501(C)3BRYAN, TX, US$10,000
Paid Grant-FINANCIAL ASSISTANCE501(C)3COLLEGE STATION, TX, US$10,000
Paid Grant-GENERAL OP NEEDS501(C)3BRYAN, TX, US$10,000
Paid Grant-CAMP SCHOLARSHIPS501(C)3DICKENS, TX, US$5,000
Paid Grant-SCHOLARSHIPS501(C)3ODESSA, TX, US$5,000
Filing and Contact Details

Filer

Filer Name
The Marshal Verne Ross Foundation
EIN
74-2864663
Phone
9797761922
Address
2200 Quail Hollow Drive, Bryan, TX 77802

Signing Officer

Name
Mary Frances Ross
Title
President
Signed
2019-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Thompson Derrig & Craig PC
Address
1598 Copperfield Pkwy, College Station, TX 77845-4674
Preparer
Durwood Thompson JrCPA CFP
Phone
9792609696
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44JOHNSON AND JOHNSON
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51MAGELLAN MIDSTREAM HLDGS LP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52MCKESSON CORPORATION
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54MERCK & CO INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55MONDELEZ INTERNATIONAL
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62INVESCO EMERGING MARKETS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64PROCTER & GAMBLE
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72UNION PACIFIC CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79VANGUARD MATERIALS ETF
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm135SPDR S&P INSURANCE
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0114546
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0414411
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0515
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd0900099
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd1900099
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd2900099
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd3900099
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0ENTERPRISE PRODUCTS
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1MAGELLAN MIDSTREAM PTR LP
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc2PLAINS ALL AMERICAN PIPE
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc3ROYALTIES
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc4THE BLACK STONE GROUP
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0236609
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd015
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt04565
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt1830
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt2328
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0766081
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt05723
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0771804
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt08250
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt05500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt013750
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt05723
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0414411
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0282530
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0282530
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt035491
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt035491
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0114546
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0114546
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0353963
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01551201
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0515
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0515
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0414411
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0639571
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0289
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0289
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt05723
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0236609
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0242332
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt051697
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt051697
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt031881
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt031881
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt05723
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0291331
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0126510
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0417841
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0766081
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0771804
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt08801

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,973,330
Liabilities
$15,090
Net assets
$3,958,240
Revenue
$771,804
Expenses
$417,841
Net income
$353,963
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.91$0.00$4.90$0.99$0.59$0.40
2023Detailed filing. Detailed filing data is available for this year.$4.47$0.00$4.47$0.51$0.58$0.07
2022Detailed filing. Detailed filing data is available for this year.$4.51$0.00$4.51$0.73$0.57$0.16
2021Detailed filing. Detailed filing data is available for this year.$4.30$0.01$4.29$0.60$0.48$0.12
2020Detailed filing. Detailed filing data is available for this year.$4.14$0.00$4.14$0.54$0.43$0.11
2019Detailed filing. Detailed filing data is available for this year.$4.01$0.00$4.01$0.46$0.44$0.02
2018Detailed filing. Detailed filing data is available for this year.$3.97$0.02$3.96$0.77$0.42$0.35
2017Detailed filing. Detailed filing data is available for this year.$3.59$0.01$3.58$0.51$0.40$0.11
2016Detailed filing. Detailed filing data is available for this year.$3.46$0.00$3.46$0.29$0.42$0.14
2015Detailed filing. Detailed filing data is available for this year.$3.54$0.01$3.53$0.39$0.43$0.04
2014Detailed filing. Detailed filing data is available for this year.$3.55$0.01$3.54$0.73$0.51$0.21
2013Detailed filing. Detailed filing data is available for this year.$3.28$0.00$3.28$0.63$0.48$0.16
2012Detailed filing. Detailed filing data is available for this year.$3.14$0.01$3.13$0.45
2011Summary only. Only limited summary data is available for this year.$2.92$0.00$0.57$0.43$0.15
2010Detailed filing. Detailed filing data is available for this year.$2.77$0.00$2.77$0.42