Civic Intelligence

The Roth Fund

990PF • Fiscal year 2016 • EIN 13-6163608

Jan 01, 2016 to Dec 31, 2016 • Filed on Apr 27, 2017

Organization Profile
C/O Resnick303 S Bwayste 105Tarrytown, NY 10591

(914) 332-5393

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

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

Asset Growth

4th percentile

-78%

Faster asset growth than 4% of similar nonprofits.

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

Revenue Growth

1st percentile

-100%

Faster revenue growth than 1% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$23,338

Down $81,000 (-78%) from 2015

Net Assets

$23,338

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$0

Down $21,665 (-100%) from 2015

Expenses

Up

$81,000

Up $28,683 (+55%) from 2015

Net Income

Down

-$81,000

Down $50,348 (-164%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth4th percentile

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

$150K$100K$50K$0Assets 2011: $122,347Liabilities 2011: $02011Assets 2012: $149,737Liabilities 2012: $02012Assets 2013: $125,633Liabilities 2013: $02013Assets 2014: $134,990Liabilities 2014: $02014Assets 2015: $104,338Liabilities 2015: $02015Assets 2016: $23,338Liabilities 2016: $0Net Assets 2016: $23,3382016Assets 2017: $25,338Liabilities 2017: $0Net Assets 2017: $25,3382017

Highlighted filing

2016

Assets$23,338
Liabilities$0
Net Assets$23,338
Open 2016 Filing

Operations Trend

Revenue Growth1st percentile

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

$100K$50K$0-$50K-$100KRevenue 2011: $11,087Expenses 2011: $40,265Net Income 2011: -$29,1782011Revenue 2012: $61,881Expenses 2012: $34,491Net Income 2012: $27,3902012Revenue 2013: $14,035Expenses 2013: $38,139Net Income 2013: -$24,1042013Revenue 2014: $13,068Expenses 2014: $3,711Net Income 2014: $9,3572014Revenue 2015: $21,665Expenses 2015: $52,317Net Income 2015: -$30,6522015Revenue 2016: $0Expenses 2016: $81,000Net Income 2016: -$81,0002016Revenue 2017: $4,575Expenses 2017: $42,075Net Income 2017: -$37,5002017

Highlighted filing

2016

Revenue$0
Expenses$81,000
Net Income-$81,000
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Apr 27, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEANNY M ROTHPresident-$0--
MICHELINE ROTH DINARDOSecretary/Tr-$0--
BART DINARDODirector-$0--
Filing and Contact Details

Filer

Filer Name
The Roth Fund
EIN
13-6163608
Phone
9143325393
Address
C/O RESNICK303 S BWAYSTE 105, TARRYTOWN, NY 10591

Signing Officer

Name
Jeanny M Roth
Title
President
Phone
9143325393
Signed
2017-04-27
Discuss with paid preparer
Yes

Preparer

Firm
Peretz Resnick Mitgang & Marcus Llp
Address
303 SOUTH BROADWAY SUITE 105, TARRYTOWN, NY 10591-5410
Preparer
David Resnick
Phone
9143325393
Raw XML Appendix231 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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IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt079000
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IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0true
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0PERETZ RESNICK MITGANG MARCUS LLP
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0FIDELITY CHARITABLE
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LiquidationExplanationStmt/ExplanationTxt0STATEMENT OF TRANSACTION THE DIRECTORS OF THE ROTH FUND, HAVING DETERMINED THAT THE ROTH FUND BE VOLUNTARILY DISSOLVED AND THE CORPORATION DISSOLVED PURSUANT TO THE LAWS OF THE STATE OF NEW YORK, IN ACCORDANCE WITH ARTICLE THIRD OF THE ARTICLES OF INCORPORATION OF THE ROTH FUND DATED DECEMBER 1964, "THE FUNDS AND ASSETS OF THIS CORPORATION THEN BELONGING TO IT SHALL, AFTER PROPER PAYMENT OF LIABILITIES, BE DISTRIBUTED IN ACCORDANCE WITH THE LAW TO THE FREE AND VOLUNTARY AID AND ASSISTANCE OF ACTIVITIES, AGENCIES, AND INSTITUTIONS WHICH ARE ORGANIZED AND OPERATED EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY OR EDUCATIONAL PURPOSES, NO PART OF THE NET EARNINGS OF WHICH INURES TO THE BENEFIT OF ANY PRIVATE SHAREHOLDER OR INDIVIDUAL, NO PART OF THE ACTIVITIES OF WHICH IS CARRYING ON PROPAGANDA OR OTHERWISE ATTEMPTING TO INFLUENCE LEGISLATION AND WHICH DOES NOT PARTICIPATE IN, OR INTERVENE IN (INCLUDING THE PUBLISHING OR DISTRIBUTING OF STATEMENTS) ANY POLITICAL CAMPAIGN ON BEHALF OF ANY CANDIDATE FOR PUBLIC OFFICE." DURING 2017, THE ROTH FUND MADE LARGE DISTRIBUTIONS OF FUND BALANCES TO 501(C)(3) ORGANIZATIONS IN EXCESS OF 25% OF THE ROTH FUND'S ASSETS. SCHEDULE OF ASSET RECIPIENTS ON DECEMBER 28, 2016, TWO SEPARATE AND EQUAL DISTRIBUTIONS OF 39,500.00 (TOGETHER TOTALING 79,000.00) WERE MADE TO QUALIFIED CHARITABLE ENTITIES. THE RECIPIENTS OF THE ASSETS ARE DONOR-ADVISED FUNDS AS FOLLOWS: 1.THE ROTH-DINARDO FAMILY FUND FIDELITY CHARITABLE, P.O. BOX 770001, CINCINNATI, OH 45277-0053 2.THE TEDDY TWO TOPS FUND VANGUARD CHARITABLE, P.O. BOX 9509, WARWICK, RI 02889-9509 NATURE OF THE ASSETS THE ASSETS DISTRIBUTED CONSISTED OF CASH. THUS, THE TOTAL FAIR MARKET VALUE OF THE DISBURSEMENTS IS 79,000.00.
TaxesSchedule/TaxesDetail/Amt0264
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JEANNY M ROTH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09143325393
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-04-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ROTH FUND
ReturnHeader/Filer/BusinessNameControlTxt0ROTH
ReturnHeader/Filer/EIN0136163608
ReturnHeader/Filer/PhoneNum09143325393
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O RESNICK303 S BWAYSTE 105
ReturnHeader/Filer/USAddress/CityNm0TARRYTOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010591
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId03229C74486AEF7D72086B8C8AD9F01AF15E512A2
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId02E3BFA3C1C191AE5ECC8D6EC65E180F963A52686
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0134038381
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PERETZ RESNICK MITGANG & MARCUS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0303 SOUTH BROADWAY SUITE 105
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TARRYTOWN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0105915410
ReturnHeader/PreparerPersonGrp/PhoneNum09143325393
ReturnHeader/PreparerPersonGrp/PreparationDt02017-04-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID RESNICK
ReturnHeader/ReturnTs02017-04-27T11:24:14-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$23,338
Liabilities
$0
Net assets
$23,338
Revenue
$0
Expenses
$81,000
Net income
-$81,000
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$0.05$0.42$0.38
2016Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$0.00$0.81$0.81
2015Summary only. Only limited summary data is available for this year.$1.04$0.00$0.22$0.52$0.31
2014Summary only. Only limited summary data is available for this year.$1.35$0.00$0.13$0.04$0.09
2013Summary only. Only limited summary data is available for this year.$1.26$0.00$0.14$0.38$0.24
2012Summary only. Only limited summary data is available for this year.$1.50$0.00$0.62$0.34$0.27
2011Summary only. Only limited summary data is available for this year.$1.22$0.00$0.11$0.40$0.29