Civic Intelligence

The Roothbert Fund Inc

990PF • Fiscal year 2014 • EIN 13-6162570

Jan 01, 2014 to Dec 31, 2014 • Filed on Sep 11, 2015

Organization Profile
475 Riverside Drive Suite 1622New York, NY 10115

(212) 870-3206

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

27th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

58th percentile

7.0%

Higher net margin than 58% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

44th percentile

0.5%

Faster asset growth than 44% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

84th percentile

44%

Faster revenue growth than 84% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$3,689,087

Up $18,427 (+0.5%) from 2013

Net Assets

Up

$3,689,087

Up $18,427 (+0.5%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin58th percentile

Revenue

Up

$261,875

Up $79,802 (+44%) from 2013

Expenses

Up

$243,448

Up $9,345 (+4.0%) from 2013

Net Income

Up

$18,427

Up $70,457 (+135%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $3,734,767Liabilities 2011: $912Net Assets 2011: $3,733,8552011Assets 2012: $3,726,106Liabilities 2012: $3,416Net Assets 2012: $3,722,6902012Assets 2013: $3,670,660Liabilities 2013: $0Net Assets 2013: $3,670,6602013Assets 2014: $3,689,087Liabilities 2014: $0Net Assets 2014: $3,689,0872014Assets 2015: $3,748,284Liabilities 2015: $0Net Assets 2015: $3,748,2842015Assets 2016: $4,630,080Liabilities 2016: $0Net Assets 2016: $4,630,0802016Assets 2017: $4,553,470Liabilities 2017: $0Net Assets 2017: $4,553,4702017Assets 2019: $4,385,552Liabilities 2019: $0Net Assets 2019: $4,385,5522019Assets 2020: $4,375,371Liabilities 2020: $0Net Assets 2020: $4,375,3712020Assets 2021: $4,585,767Liabilities 2021: $0Net Assets 2021: $4,585,7672021Assets 2022: $5,551,961Liabilities 2022: $877Net Assets 2022: $5,551,0842022Assets 2023: $6,303,032Liabilities 2023: $4,375Net Assets 2023: $6,298,6572023Assets 2024: $7,049,386Liabilities 2024: $1,517Net Assets 2024: $7,047,8692024

Highlighted filing

2014

Assets$3,689,087
Liabilities$0
Net Assets$3,689,087
Open 2014 Filing

Operations Trend

Revenue Growth84th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2011: $232,5652011Expenses 2012: $224,7462012Revenue 2013: $182,073Expenses 2013: $234,103Net Income 2013: -$52,0302013Revenue 2014: $261,875Expenses 2014: $243,448Net Income 2014: $18,4272014Revenue 2015: $277,587Expenses 2015: $229,582Net Income 2015: $48,0052015Revenue 2016: $1,101,413Expenses 2016: $227,876Net Income 2016: $873,5372016Revenue 2017: $146,640Expenses 2017: $237,253Net Income 2017: -$90,6132017Revenue 2019: $170,487Expenses 2019: $265,044Net Income 2019: -$94,5572019Revenue 2020: $275,601Expenses 2020: $285,802Net Income 2020: -$10,2012020Revenue 2021: $513,813Expenses 2021: $336,838Net Income 2021: $176,9752021Revenue 2022: $133,853Expenses 2022: $300,444Net Income 2022: -$166,5912022Revenue 2023: $270,840Expenses 2023: $343,733Net Income 2023: -$72,8932023Revenue 2024: $404,632Expenses 2024: $346,702Net Income 2024: $57,9302024

Highlighted filing

2014

Revenue$261,875
Expenses$243,448
Net Income$18,427
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Sep 11, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARLES H VAN HORNEPres/Treas/D-$0--
STEPHEN F WILDERVice Pres/DiPT$0--
JANE F CENTURYVice Pres/Di-$0--
JASON T BUHLETrustee/Dire-$0--
DONNA M JOHNSONDirector-$0--
JAMES A ROSENGARTENDirector-$0--
NADJWA E L NORTONDirector-$0--
NATHALIS W WAMBADirector-$0--
VIJAY R VARMADirector-$0--
AZIZA A BELCHER PLATTFellow Rep.-$0--
MATLIN GILMANFellow Rep.-$0--
Filing and Contact Details

Filer

Filer Name
The Roothbert Fund Inc
EIN
13-6162570
Address
475 RIVERSIDE DRIVE SUITE 1622, NEW YORK, NY 10115

Signing Officer

Name
Charles H Van Horne
Title
Treasurer
Signed
2015-09-11

Preparer

Firm
Patrick F Mcintyre CPA Pc
Address
3 STARR RIDGE RD STE 102, BREWSTER, NY 10509-4503
Preparer
Patrick F Mcintyre
Phone
8452782836
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt827800
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt926851
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt102830
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1181
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt025319
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt144815
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt242341
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt317934
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt440558
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt524255
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt675000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt715427
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt840596
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt938814
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1077517
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1150000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0DANAHER CORP. - 350 SH.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1EMC CORP. - 1650 SH.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2EXPRESS SCRIPTS HOLDING - 650 SH.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3GOLDMAN SACHS GROUP - 100 SH.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4HONEYWELL INC. - 450 SH.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5IBM - 125 SH.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6MORGAN STANELY 2.875% - 75,000 SH.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7ORACLE - 400 SH.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8THERMO FISCHER - 350 SH.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9UNITED TECHNOLOGIES - 375 SH.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10VERIZON COMM. 3% - 75,000 SH.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11WELLS FARGO 3.75% - 50,000 SH.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02014-10-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12014-10-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22014-07-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32014-10-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42014-10-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52014-07-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62014-01-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72014-10-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82014-10-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92014-10-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102014-11-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112014-10-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0125662
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt018427
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03689087
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03670660
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03689087
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0235488
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0235488
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0235488
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0240131
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt04643
IRS990PF/DistributableAmountGrp/TotalTaxAmt04643
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0741
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt05
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt05389
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt04643
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0741
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt04643
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt04643
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt05389
IRS990PF/FMVAssetsEOYAmt04979792
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt01279034
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01079027
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01149384
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01909407
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01990945
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt03195224
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt055
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt055
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt055
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0177346
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0314242
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0314242
IRS990PF/Form990PFBalanceSheetsGrp/TemporarilyRestrictedBOYAmt026553
IRS990PF/Form990PFBalanceSheetsGrp/TemporarilyRestrictedEOYAmt023834
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt03670660
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt03689087
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt04979792
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03670660
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt03689087
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03670660
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt03689087
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt03644107
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt03665253
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0304818
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0304818
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0320887
IRS990PF/MethodOfAccountingOtherInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt04875761
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0181803
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt04693958
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt073136
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0240131
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt04802625
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt04875761
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt16.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt101.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt90
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt90
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0CHARLES H VAN HORNE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1STEPHEN F WILDER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JANE F CENTURY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3JASON T BUHLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4DONNA M JOHNSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5JAMES A ROSENGARTEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6NADJWA E L NORTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7NATHALIS W WAMBA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm8VIJAY R VARMA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm9AZIZA A BELCHER PLATT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm10MATLIN GILMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRES/TREAS/D
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRES/DI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VICE PRES/DI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE/DIRE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt7DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt8DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt9FELLOW REP.
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt10FELLOW REP.
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0C/O THE ROOTHBERT FUND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1C/O THE ROOTHBERT FUND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2C/O THE ROOTHBERT FUND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3C/O THE ROOTHBERT FUND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4C/O THE ROOTHBERT FUND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt5C/O THE ROOTHBERT FUND

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,689,087
Liabilities
$0
Net assets
$3,689,087
Revenue
$261,875
Expenses
$243,448
Net income
$18,427
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.05$0.00$7.05$0.40$0.35$0.06
2023Detailed filing. Detailed filing data is available for this year.$6.30$0.00$6.30$0.27$0.34$0.07
2022Detailed filing. Detailed filing data is available for this year.$5.55$0.00$5.55$0.13$0.30$0.17
2021Detailed filing. Detailed filing data is available for this year.$4.59$0.00$4.59$0.51$0.34$0.18
2020Detailed filing. Detailed filing data is available for this year.$4.38$0.00$4.38$0.28$0.29$0.01
2019Detailed filing. Detailed filing data is available for this year.$4.39$0.00$4.39$0.17$0.27$0.09
2017Detailed filing. Detailed filing data is available for this year.$4.55$0.00$4.55$0.15$0.24$0.09
2016Detailed filing. Detailed filing data is available for this year.$4.63$0.00$4.63$1.10$0.23$0.87
2015Detailed filing. Detailed filing data is available for this year.$3.75$0.00$3.75$0.28$0.23$0.05
2014Detailed filing. Detailed filing data is available for this year.$3.69$0.00$3.69$0.26$0.24$0.02
2013Detailed filing. Detailed filing data is available for this year.$3.67$0.00$3.67$0.18$0.23$0.05
2012Detailed filing. Detailed filing data is available for this year.$3.73$0.00$3.72$0.22
2011Detailed filing. Detailed filing data is available for this year.$3.73$0.00$3.73$0.23