Civic Intelligence

The Roothbert Fund Inc

990PF • Fiscal year 2016 • EIN 13-6162570

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 18, 2017

Organization Profile
475 Riverside Drive Ste 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

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

95th percentile

79%

Higher net margin than 95% 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

86th percentile

24%

Faster asset growth than 86% of similar nonprofits.

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

Revenue Growth

97th percentile

297%

Faster revenue growth than 97% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$4,630,080

Up $881,796 (+24%) from 2015

Net Assets

Up

$4,630,080

Up $881,796 (+24%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin95th percentile

Revenue

Up

$1,101,413

Up $823,826 (+297%) from 2015

Expenses

Down

$227,876

Down $1,706 (-0.7%) from 2015

Net Income

Up

$873,537

Up $825,532 (+1720%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth86th 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

2016

Assets$4,630,080
Liabilities$0
Net Assets$4,630,080
Open 2016 Filing

Operations Trend

Revenue Growth97th 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

2016

Revenue$1,101,413
Expenses$227,876
Net Income$873,537
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 18, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARLES H VAN HORNEPres//Direct-$0--
JANE F CENTURYVice Pres/Di-$0--
FLORIAN HALILITreasurer/Di-$0--
JASON T BUHLEDirector-$0--
DONNA M JOHNSONDirector-$0--
JAMES A ROSENGARTENDirector-$0--
NADJWA E L NORTONDirector-$0--
NATHALIS W WAMBADirector-$0--
VIJAY R VARMADirector-$0--
WILLIAM R HERZOGFellow Rep.-$0--
HELEN K MCKINNEYFellow Rep.-$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
Charles H Van Horne
Title
Pres//director
Phone
2128703206
Signed
2017-10-18

Preparer

Firm
Patrick F Mcintyre CPA Pc
Address
3 STARR RIDGE RD STE 102, BREWSTER, NY 10509-4503
Preparer
Patrick F Mcintyre
Phone
8452782836
Raw XML AppendixShowing 400 of 1,174 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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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2FEDERAL EXPRESS
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5JOHNSON CONTROLS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6MERRILL LYNCH & CO
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm13CHARLES SCHWAB CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt12085820
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ABBVIE INC..
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ALBERMARIE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2APPLE INC.
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8COMCAST CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10DOW CHEMICAL
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12EVERSOURCE ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13EXPRESS SCRIPTS HOLDING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14GOLDMAN SACHS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16HENRY SCHEIN INC.
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26PERRIGO COMPANY PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27PROCTER & GAMBLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29ROYAL DUTCH SHELL
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33UNITED PARCEL SERVICE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34UNITED TECHNOLOGIES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35VANGUARD SMALL CAP INDES ADMIRAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36VANGAURD 500 INDEX ADMIRAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37WELLS FARGO & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38WELLS FARGO CO MTN
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt02500
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt07500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0146475
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0146475
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt03500
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0113484
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0113484
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0873537
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt03584965

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Filings

Displayed year

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

Open filing
Assets
$4,630,080
Liabilities
$0
Net assets
$4,630,080
Revenue
$1,101,413
Expenses
$227,876
Net income
$873,537
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