Civic Intelligence

The Ruth & J O Stone Foundation

990PF • Fiscal year 2019 • EIN 82-3471315

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 12, 2020

Organization Profile
Foundation Source 501 Silverside RdWilmington, DE 19809-1377

(800) 839-1754

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

99th percentile

99%

Higher net margin than 99% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

99th percentile

687%

Faster asset growth than 99% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

99th percentile

1246%

Faster revenue growth than 99% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$3,705,394

Up $3,234,697 (+687%) from 2018

Net Assets

Up

$3,705,394

Up $3,234,697 (+687%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin99th percentile

Revenue

Up

$3,255,615

Up $3,013,758 (+1246%) from 2018

Expenses

Up

$20,918

Up $3,588 (+21%) from 2018

Net Income

Up

$3,234,697

Up $3,010,170 (+1341%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth99th percentile

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

$60M$40M$20M$0Assets 2018: $470,697Liabilities 2018: $0Net Assets 2018: $470,6972018Assets 2019: $3,705,394Liabilities 2019: $0Net Assets 2019: $3,705,3942019Assets 2020: $30,255,213Liabilities 2020: $0Net Assets 2020: $30,255,2132020Assets 2021: $38,423,105Liabilities 2021: $0Net Assets 2021: $38,423,1052021Assets 2022: $40,293,459Liabilities 2022: $0Net Assets 2022: $40,293,4592022Assets 2023: $42,750,807Liabilities 2023: $0Net Assets 2023: $42,750,8072023Assets 2024: $42,723,926Liabilities 2024: $0Net Assets 2024: $42,723,9262024

Highlighted filing

2019

Assets$3,705,394
Liabilities$0
Net Assets$3,705,394
Open 2019 Filing

Operations Trend

Revenue Growth99th percentile

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

$30M$20M$10M$0-$10MRevenue 2018: $241,857Expenses 2018: $17,330Net Income 2018: $224,5272018Revenue 2019: $3,255,615Expenses 2019: $20,918Net Income 2019: $3,234,6972019Revenue 2020: $27,380,526Expenses 2020: $1,370,732Net Income 2020: $26,009,7942020Revenue 2021: $10,158,893Expenses 2021: $1,991,001Net Income 2021: $8,167,8922021Revenue 2022: $3,573,354Expenses 2022: $1,703,000Net Income 2022: $1,870,3542022Revenue 2023: $5,630,457Expenses 2023: $3,173,109Net Income 2023: $2,457,3482023Revenue 2024: $1,363,848Expenses 2024: $1,390,729Net Income 2024: -$26,8812024

Highlighted filing

2019

Revenue$3,255,615
Expenses$20,918
Net Income$3,234,697
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 12, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Wayne BondDir, Sec, Treas-$0--
H Jason HallDir, VP-$0--
Timothy K MarianiDir, Pres-$0--
Ruth P StoneDir, Pres, Sec, Treas-$0--
Filing and Contact Details

Filer

Filer Name
Ruth and JO Stone Foundation
EIN
82-3471315
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
Timothy Mariani
Title
President
Phone
8008391754
Signed
2020-06-12
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
One Hollow Ln Ste 212, Lake Success, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt05000
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt020774
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IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0196
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt014330
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt09278
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt012
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt09290
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt06623
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt06623
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt05
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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,705,394
Liabilities
$0
Net assets
$3,705,394
Revenue
$3,255,615
Expenses
$20,918
Net income
$3,234,697
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$42.7$0.00$42.7$1.36$1.39$0.03
2023Detailed filing. Detailed filing data is available for this year.$42.8$0.00$42.8$5.63$3.17$2.46
2022Detailed filing. Detailed filing data is available for this year.$40.3$0.00$40.3$3.57$1.70$1.87
2021Detailed filing. Detailed filing data is available for this year.$38.4$0.00$38.4$10.2$1.99$8.17
2020Detailed filing. Detailed filing data is available for this year.$30.3$0.00$30.3$27.4$1.37$26.0
2019Detailed filing. Detailed filing data is available for this year.$3.71$0.00$3.71$3.26$0.02$3.23
2018Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$0.24$0.02$0.22