Civic Intelligence

Roth Family Charitable Trust 100993

990PF • Fiscal year 2016 • EIN 04-6794560

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 15, 2017

Organization Profile
PO Box 1595New Canaan, CT 06840

(203) 703-2184

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

2nd percentile

-988%

Higher net margin than 2% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

28th percentile

-9.6%

Faster asset growth than 28% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

9th percentile

-57%

Faster revenue growth than 9% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$13,761

Down $1,453 (-9.6%) from 2015

Net Assets

Down

$13,761

Down $1,453 (-9.6%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin2nd percentile

Revenue

Down

$147

Down $191 (-57%) from 2015

Expenses

Up

$1,600

Up $350 (+28%) from 2015

Net Income

Down

-$1,453

Down $541 (-59%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$20K$15K$10K$5.0K$0Assets 2011: $19,239Liabilities 2011: $0Net Assets 2011: $19,2392011Assets 2012: $18,150Liabilities 2012: $0Net Assets 2012: $18,1502012Assets 2013: $17,159Liabilities 2013: $0Net Assets 2013: $17,1592013Assets 2014: $16,126Liabilities 2014: $0Net Assets 2014: $16,1262014Assets 2015: $15,214Liabilities 2015: $0Net Assets 2015: $15,2142015Assets 2016: $13,761Liabilities 2016: $0Net Assets 2016: $13,7612016Assets 2017: $12,113Liabilities 2017: $0Net Assets 2017: $12,1132017Assets 2018: $1,599Liabilities 2018: $0Net Assets 2018: $1,5992018Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019

Highlighted filing

2016

Assets$13,761
Liabilities$0
Net Assets$13,761
Open 2016 Filing

Operations Trend

Revenue Growth9th percentile

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

$20K$10K$0-$10K-$20KExpenses 2011: $2,2442011Expenses 2012: $1,7502012Revenue 2013: $659Expenses 2013: $1,650Net Income 2013: -$9912013Revenue 2014: $692Expenses 2014: $1,725Net Income 2014: -$1,0332014Revenue 2015: $338Expenses 2015: $1,250Net Income 2015: -$9122015Revenue 2016: $147Expenses 2016: $1,600Net Income 2016: -$1,4532016Revenue 2017: $2Expenses 2017: $1,650Net Income 2017: -$1,6482017Revenue 2018: $12Expenses 2018: $10,526Net Income 2018: -$10,5142018Revenue 2019: $0Expenses 2019: $0Net Income 2019: $02019

Highlighted filing

2016

Revenue$147
Expenses$1,600
Net Income-$1,453
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 15, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DOLORES M ROTHTrustee-$0--
DIANE L ROTHTrustee-$0--
CHRISTINE A ROTHTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Roth Family Charitable Trust
EIN
04-6794560
Phone
2037032184
Address
PO BOX 1595, NEW CANAAN, CT 06840

Signing Officer

Name
Dolores M Roth
Title
Trustee
Phone
2037032184
Signed
2017-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
1185 AVENUE OF THE AMERICAS, NEW YORK, NY 10036-2602
Preparer
Paul Weireter
Phone
2123721000
Raw XML Appendix305 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.

Path#Value
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
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IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0722
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0722
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0722
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0724
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02
IRS990PF/DistributableAmountGrp/TotalTaxAmt02
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
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IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt015214
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
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IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt015214
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt013761
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt014709
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt012329
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02380
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0221
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0724
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt014488
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1DIANE L ROTH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2CHRISTINE A ROTH
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1GARISSON
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IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01600
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ReturnHeader/BusinessOfficerGrp/PhoneNum02037032184
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ReturnHeader/FilingSecurityInformation/IPTm008:39:36
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01185 AVENUE OF THE AMERICAS
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ReturnHeader/PreparerPersonGrp/PhoneNum02123721000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL WEIRETER
ReturnHeader/ReturnTs02017-11-15T07:39:44-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$13,761
Liabilities
$0
Net assets
$13,761
Revenue
$147
Expenses
$1,600
Net income
-$1,453
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.00$0.00$0.00
2018Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.60$0.00$1.60$0.01$10.5$10.5
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.1$0.00$12.1$0.00$1.65$1.65
2016Detailed filing. Detailed filing data is available for this year.$13.8$0.00$13.8$0.15$1.60$1.45
2015Detailed filing. Detailed filing data is available for this year.$15.2$0.00$15.2$0.34$1.25$0.91
2014Detailed filing. Detailed filing data is available for this year.$16.1$0.00$16.1$0.69$1.73$1.03
2013Detailed filing. Detailed filing data is available for this year.$17.2$0.00$17.2$0.66$1.65$0.99
2012Detailed filing. Detailed filing data is available for this year.$18.2$0.00$18.2$1.75
2011Detailed filing. Detailed filing data is available for this year.$19.2$0.00$19.2$2.24