Civic Intelligence

Three Sisters Foundation C/O Rockefeller Trust Company

990PF • Fiscal year 2017 • EIN 90-0914803

Jan 01, 2017 to Dec 31, 2017 • Filed on Jun 14, 2018

1201 N Market St No 1401Wilmington, DE 19801

(302) 498-6000

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

2017 filings • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

12th percentile

0.00x

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

2017 filings • $10M-$25M nonprofits • Source year 2017

Net Margin

85th percentile

39%

Higher net margin than 85% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

21st percentile

$5,000

Higher top officer pay than 21% of similar nonprofits.

Top officer pay equals 0.2% of source-year revenue.

2017 filings • $10M-$25M nonprofits • Source year 2017

Asset Growth

50th percentile

4.1%

Faster asset growth than 50% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

1st percentile

-87%

Faster revenue growth than 1% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2016 to 2017

Assets

Up

$23,947,495

Up $934,896 (+4.1%) from 2016

Net Assets

Up

$23,947,495

Up $934,896 (+4.1%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$2,404,269

Down $15,786,271 (-87%) from 2016

Expenses

Up

$1,461,758

Up $824,282 (+129%) from 2016

Net Income

Down

$942,511

Down $16,610,553 (-95%) from 2016

Historical Trend

Balance Sheet Trend

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

$80M$60M$40M$20M$0Assets 2013: $13,030,520Liabilities 2013: $02013Assets 2014: $12,484,032Liabilities 2014: $0Net Assets 2014: $12,484,0322014Assets 2015: $12,184,038Liabilities 2015: $0Net Assets 2015: $12,184,0382015Assets 2016: $23,012,599Liabilities 2016: $0Net Assets 2016: $23,012,5992016Assets 2017: $23,947,495Liabilities 2017: $0Net Assets 2017: $23,947,4952017Assets 2018: $23,161,537Liabilities 2018: $0Net Assets 2018: $23,161,5372018Assets 2019: $23,140,282Liabilities 2019: $0Net Assets 2019: $23,140,2822019Assets 2020: $28,569,264Liabilities 2020: $0Net Assets 2020: $28,569,2642020Assets 2021: $75,611,039Liabilities 2021: $0Net Assets 2021: $75,611,0392021Assets 2022: $77,383,473Liabilities 2022: $0Net Assets 2022: $77,383,4732022Assets 2023: $77,923,494Liabilities 2023: $0Net Assets 2023: $77,923,4942023Assets 2024: $79,664,430Liabilities 2024: $0Net Assets 2024: $79,664,4302024

Highlighted filing

2017

Assets$23,947,495
Liabilities$0
Net Assets$23,947,495

Operations Trend

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

$80M$60M$40M$20M$0-$20MRevenue 2013: $8,797,764Expenses 2013: $523,950Net Income 2013: $8,273,8142013Revenue 2014: $316,859Expenses 2014: $863,347Net Income 2014: -$546,4882014Revenue 2015: $421,380Expenses 2015: $721,374Net Income 2015: -$299,9942015Revenue 2016: $18,190,540Expenses 2016: $637,476Net Income 2016: $17,553,0642016Revenue 2017: $2,404,269Expenses 2017: $1,461,758Net Income 2017: $942,5112017Revenue 2018: $610,367Expenses 2018: $1,596,325Net Income 2018: -$985,9582018Revenue 2019: $892,470Expenses 2019: $1,063,725Net Income 2019: -$171,2552019Revenue 2020: $25,359,379Expenses 2020: $1,276,395Net Income 2020: $24,082,9842020Revenue 2021: $74,375,681Expenses 2021: $2,508,722Net Income 2021: $71,866,9592021Revenue 2022: $20,108,071Expenses 2022: $2,867,502Net Income 2022: $17,240,5692022Revenue 2023: $12,919,392Expenses 2023: $12,379,371Net Income 2023: $540,0212023Revenue 2024: $2,053,362Expenses 2024: $495,922Net Income 2024: $1,557,4402024

Highlighted filing

2017

Revenue$2,404,269
Expenses$1,461,758
Net Income$942,511
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jun 14, 2018
Return Version
2017v2.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROCKEFELLER TRUST COMPANYAdministrative Trustee-$5,000-$5,000
CHARLES POHL CO ROCKEFELLER TRUSTTrustee-$0--
EVA NIQUETTE CO ROCKEFELLER TRUSTTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Three Sisters Foundation
EIN
90-0914803
Phone
3024986000
Address
1201 N MARKET ST NO 1401, WILMINGTON, DE 19801

Signing Officer

Name
Charles Pohl
Title
Trustee
Phone
3024986000
Signed
2018-06-14
Discuss with paid preparer
Yes

Preparer

Firm
Squar Milner Llp
Address
135 MAIN STREET 9TH FLOOR, SAN FRANCISCO, CA 94105-1815
Preparer
Amy R Allen
Phone
4157812500
Raw XML Appendix393 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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GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0REASON FOR AMENDING
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THE RETURN IS BEING AMENDED TO CORRECT GRANT AND OFFICER COMPENSATION EXPENSES AND TO CORRECT THE AVERAGE FAIR MARKET VALUE AMOUNTS FOR CASH AND SECURITIES AS ADDITIONAL INFORMATION WAS RECEIVED AFTER THE RETURNS WERE ORIGINALLY FILED.
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IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1CENTER FOR REPRODUCTIVE RIGHTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2HAMILTON COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3INTERNATIONAL RESCUE COMMITTEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4STANFORD JUNIOR UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5UNIVERSITY OF CHICAGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6URBAN SCHOOL OF SAN FRANCISCO
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0180 GRAND AVENUE SUITE 1225
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1199 WATER STREET 22ND FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2198 COLLEGE HILL ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3122 EAST 42ND STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4366 GALVEZ STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt55235 SOUTH HARPER COURT SUITE 450
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt61563 PAGE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0OAKLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2CLINTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4STANFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5CHICAGO
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5IL
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01210744
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01210744
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0102221
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt05554
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0187931
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt080156
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0102221
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt05554
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01290900
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt080156
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
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IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0107775
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt05115
OtherDecreasesSchedule/OtherDecreasesDetail/Amt12500
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0SECURITIES BASIS ADJUSTMENT
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1CHECK IN TRANSIT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK WIRE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0100
TaxesSchedule/TaxesDetail/Amt058656
TaxesSchedule/TaxesDetail/Amt155040
TaxesSchedule/TaxesDetail/Amt252362
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt12017 FEDERAL ESTIMATED EXCISE TAX PAYMENTS
TaxesSchedule/TaxesDetail/CategoryTxt22016 FEDERAL EXCISE TAX LIABILITY
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt058656
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CHARLES POHL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03024986000
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-06-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THREE SISTERS FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O ROCKEFELLER TRUST COMPANY
ReturnHeader/Filer/BusinessNameControlTxt0THRE
ReturnHeader/Filer/EIN0900914803
ReturnHeader/Filer/PhoneNum03024986000
ReturnHeader/Filer/USAddress/AddressLine1Txt01201 N MARKET ST NO 1401
ReturnHeader/Filer/USAddress/CityNm0WILMINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DE
ReturnHeader/Filer/USAddress/ZIPCd019801
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0869BAD0FBDB94A035F1612E2BBBC1E1DDF6AD546
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId030E14552E201EE1817DF703AC12234B0BC02082D
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId0946497201813103a5e07
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-05-11
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.6.48.101
ReturnHeader/FilingSecurityInformation/IPDt02018-06-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm011:22:33
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330835986
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SQUAR MILNER LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0135 MAIN STREET 9TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN FRANCISCO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0941051815
ReturnHeader/PreparerPersonGrp/PhoneNum04157812500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AMY R ALLEN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-08-13T13:54:40-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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