Civic Intelligence

Roselo Foundation

990PF • Fiscal year 2016 • EIN 98-0396129

Jan 01, 2016 to Dec 31, 2016 • Filed on May 01, 2017

Organization Profile
55312 Ave S Ste 2Galveston, TX 77551

(409) 502-7330

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

10th percentile

-59%

Higher net margin than 10% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

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.

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

46th percentile

-0.1%

Faster asset growth than 46% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

8th percentile

-51%

Faster revenue growth than 8% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$2,845,831

Down $2,946 (-0.1%) from 2015

Net Assets

$2,845,831

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin10th percentile

Revenue

Down

$110,335

Down $113,897 (-51%) from 2015

Expenses

Up

$175,756

Up $7,708 (+4.6%) from 2015

Net Income

Down

-$65,421

Down $121,605 (-216%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $2,366,931Liabilities 2011: $02011Assets 2012: $2,502,913Liabilities 2012: $02012Assets 2013: $2,935,881Liabilities 2013: $02013Assets 2014: $2,973,080Liabilities 2014: $02014Assets 2015: $2,848,777Liabilities 2015: $02015Assets 2016: $2,845,831Liabilities 2016: $0Net Assets 2016: $2,845,8312016Assets 2017: $3,187,536Liabilities 2017: $0Net Assets 2017: $3,187,5362017Assets 2018: $2,844,925Liabilities 2018: $0Net Assets 2018: $2,844,9252018Assets 2019: $3,364,597Liabilities 2019: $0Net Assets 2019: $3,364,5972019Assets 2020: $3,802,327Liabilities 2020: $0Net Assets 2020: $3,802,3272020Assets 2021: $4,175,800Liabilities 2021: $0Net Assets 2021: $4,175,8002021Assets 2022: $3,233,927Liabilities 2022: $0Net Assets 2022: $3,233,9272022

Highlighted filing

2016

Assets$2,845,831
Liabilities$0
Net Assets$2,845,831
Open 2016 Filing

Operations Trend

Revenue Growth8th percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $148,476Expenses 2011: $152,693Net Income 2011: -$4,2172011Revenue 2012: $67,615Expenses 2012: $150,504Net Income 2012: -$82,8892012Revenue 2013: $230,208Expenses 2013: $150,371Net Income 2013: $79,8372013Revenue 2014: $213,819Expenses 2014: $170,295Net Income 2014: $43,5242014Revenue 2015: $224,232Expenses 2015: $168,048Net Income 2015: $56,1842015Revenue 2016: $110,335Expenses 2016: $175,756Net Income 2016: -$65,4212016Revenue 2017: $135,253Expenses 2017: $179,634Net Income 2017: -$44,3812017Revenue 2018: $125,844Expenses 2018: $208,891Net Income 2018: -$83,0472018Revenue 2019: $220,591Expenses 2019: $193,715Net Income 2019: $26,8762019Revenue 2020: $137,397Expenses 2020: $217,541Net Income 2020: -$80,1442020Revenue 2021: $424,065Expenses 2021: $243,833Net Income 2021: $180,2322021Revenue 2022: $209,465Expenses 2022: $228,674Net Income 2022: -$19,2092022

Highlighted filing

2016

Revenue$110,335
Expenses$175,756
Net Income-$65,421
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 1, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JONATHAN RANDALTrusteePT$0--
JULIE MONINTrustee-$0--
JEAN LOTrustee-$0--
ISABELLE HARTTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Roselo Foundation
EIN
98-0396129
Phone
4095027330
Address
55312 AVE S STE 2, GALVESTON, TX 77551

Signing Officer

Name
Jonathan Randal
Title
Trustee
Phone
4095027330
Signed
2017-05-01
Discuss with paid preparer
Yes

Preparer

Firm
Moss Adams Llp
Address
999 THIRD AVENUE SUITE 2800, SEATTLE, WA 98104
Preparer
Wendy Campos
Phone
2063026500
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1157658
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1163578
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11710416
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm03M CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ABBVIE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2ACTIVISION BLIZZARD INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3ACTIVISION BLIZZARD INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4ACUITY BRANDS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5ADOBE SYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6ALEXION PHARMACEUTICALS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7ALIBABA GROUP HLDG LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8ALTRIA GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9AMAZON COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10AMERICAN ELEC PWR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12AUTOMATIC DATA PROCESSING INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13BB&T CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14BIOGEN IDEC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15BLACKROCK INC CL A
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17BRISTOL MYERS SQUIBB CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18CEF ISHARES CORE S&P SMALL-CAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19CELGENE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20CHEVRON CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23CME GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24CMS ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25COMCAST CORP NEW CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26COSTCO WHSL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27CREDIT SUISSE COMMODITY-RETURN STRATEGY FUND CL I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28CROWN CASTLE INTL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29CVS HEALTH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30DELAWARE EMERGING MKTS FUND CL INSTL CL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31DEXCOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32DIGITAL RLTY TR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33DOMINION RES INC VA
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35DUKE RLTY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36EATON VANCE LARGE-CAP VALUE FUND CL I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37EDWARDS LIFESCIENCES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38ESSEX PPTY TR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39EVERSOURCE ENERGY
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42GENERAL DYNAMICS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43GENERAL MLS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44GENUINE PARTS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45HARBOR INTERNATIONAL FUND INSTL CL
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51INTERCEPT PHARMACEUTICALS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52INTERCONTINENTAL EXCHANGE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53INTERPUBLIC GROUP COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54ISHARES CORE S&P MID CAP ETF
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56ISHARES MSCI EMERGING MARKETS ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57J P MORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58JOHNSON & JOHNSON
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60LAM RESEARCH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61LOCKHEED MARTIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62LYONDELLBASELL INDUSTRIES NV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63MARSH & MCLENNAN COS INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72NIKE INC CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73NORTHERN TR CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76PALO ALTO NETWORKS INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78PEPSICO INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83PRICE T ROWE GROUP INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91SEMPRA ENERGY
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103THORNBURG INTL VALUE FUND CL I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104TIME WARNER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105TJX COS INC

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,845,831
Liabilities
$0
Net assets
$2,845,831
Revenue
$110,335
Expenses
$175,756
Net income
-$65,421
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$3.23$0.00$3.23$0.21$0.23$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.18$0.00$4.18$0.42$0.24$0.18
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.80$0.00$3.80$0.14$0.22$0.08
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.36$0.00$3.36$0.22$0.19$0.03
2018Detailed filing. Detailed filing data is available for this year.$2.84$0.00$2.84$0.13$0.21$0.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.19$0.00$3.19$0.14$0.18$0.04
2016Detailed filing. Detailed filing data is available for this year.$2.85$0.00$2.85$0.11$0.18$0.07
2015Summary only. Only limited summary data is available for this year.$2.85$0.00$0.22$0.17$0.06
2014Summary only. Only limited summary data is available for this year.$2.97$0.00$0.21$0.17$0.04
2013Summary only. Only limited summary data is available for this year.$2.94$0.00$0.23$0.15$0.08
2012Summary only. Only limited summary data is available for this year.$2.50$0.00$0.07$0.15$0.08
2011Summary only. Only limited summary data is available for this year.$2.37$0.00$0.15$0.15$0.00