Civic Intelligence

Rothman Foundation Inc.

990PF • Fiscal year 2017 • EIN 16-1779570

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 07, 2018

Organization Profile
101 E Kennedy Blvd Suite 2100Tampa, FL 33602

(813) 966-8992

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

3rd percentile

-446%

Higher net margin than 3% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

5th percentile

-72%

Faster asset growth than 5% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

17th percentile

-29%

Faster revenue growth than 17% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$162,393

Down $419,452 (-72%) from 2016

Net Assets

Down

$162,393

Down $419,452 (-72%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin3rd percentile

Revenue

Down

$92,378

Down $38,014 (-29%) from 2016

Expenses

Up

$504,668

Up $416,494 (+472%) from 2016

Net Income

Down

-$412,290

Down $454,508 (-1077%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth5th percentile

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

$1.5M$1.0M$500K$0Assets 2010: $123,276Liabilities 2010: $0Net Assets 2010: $123,2762010Assets 2011: $718,908Liabilities 2011: $0Net Assets 2011: $718,9082011Assets 2012: $1,370,789Liabilities 2012: $12012Assets 2013: $494,489Liabilities 2013: $0Net Assets 2013: $494,4892013Assets 2014: $367,275Liabilities 2014: $0Net Assets 2014: $367,2752014Assets 2015: $527,394Liabilities 2015: $0Net Assets 2015: $527,3942015Assets 2016: $581,845Liabilities 2016: $0Net Assets 2016: $581,8452016Assets 2017: $162,393Liabilities 2017: $0Net Assets 2017: $162,3932017Assets 2018: $149,146Liabilities 2018: $0Net Assets 2018: $149,1462018Assets 2019: $164,223Liabilities 2019: $0Net Assets 2019: $164,2232019Assets 2020: $208,664Liabilities 2020: $12020Assets 2021: $260,477Liabilities 2021: $0Net Assets 2021: $260,4772021Assets 2022: $227,271Liabilities 2022: $0Net Assets 2022: $227,2712022Assets 2023: $272,430Liabilities 2023: $12023Assets 2024: $543,554Liabilities 2024: $0Net Assets 2024: $543,5542024

Highlighted filing

2017

Assets$162,393
Liabilities$0
Net Assets$162,393
Open 2017 Filing

Operations Trend

Revenue Growth17th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $13,0002010Expenses 2011: $201,7812011Revenue 2012: $3,012,954Expenses 2012: $982,365Net Income 2012: $2,030,5892012Revenue 2013: $889,816Expenses 2013: $1,759,776Net Income 2013: -$869,9602013Revenue 2014: $119,092Expenses 2014: $264,557Net Income 2014: -$145,4652014Revenue 2015: $243,564Expenses 2015: $2,430Net Income 2015: $241,1342015Revenue 2016: $130,392Expenses 2016: $88,174Net Income 2016: $42,2182016Revenue 2017: $92,378Expenses 2017: $504,668Net Income 2017: -$412,2902017Revenue 2018: -$8,741Expenses 2018: $4,506Net Income 2018: -$13,2472018Revenue 2019: $7,680Expenses 2019: $12,091Net Income 2019: -$4,4112019Revenue 2020: $6,717Expenses 2020: $11,171Net Income 2020: -$4,4542020Revenue 2021: $35,601Expenses 2021: $13,595Net Income 2021: $22,0062021Revenue 2022: $17,503Expenses 2022: $25,914Net Income 2022: -$8,4112022Revenue 2023: $19,614Expenses 2023: $26,196Net Income 2023: -$6,5822023Revenue 2024: $212,819Expenses 2024: $2,157Net Income 2024: $210,6622024

Highlighted filing

2017

Revenue$92,378
Expenses$504,668
Net Income-$412,290
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 7, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT ROTHMANTrustee-$0--
MARGARET ROTHMANTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Rothman Foundation Inc
EIN
16-1779570
Phone
8139668992
Address
101 E KENNEDY BLVD SUITE 2100, TAMPA, FL 33602

Signing Officer

Name
Robert Rothman
Title
Trustee
Phone
8136447220
Signed
2018-11-07

Preparer

Firm
Cardinal Tax & Accounting Inc
Address
1509 S FLORIDA AVE STE 2, LAKELAND, FL 33803-2258
Preparer
Mark Dornstauder
Phone
8638164362
Raw XML Appendix293 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/UndistributedIncomeGrp/AppliedToCurrentYearAmt028004
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt028004
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt053826
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0222126
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01689960
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0940639
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0940639
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02437908
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0471996
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt053826
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0222126
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01689960
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0500000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0471996
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03378547
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02906551
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt02208
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt139429
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt230778
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0INVESTMENT IN PARTNERSHIP
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1ALT ASSETS
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2REAL EST
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt02193
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt15326
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt02193
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt15326
OtherDecreasesSchedule/OtherDecreasesDetail/Amt07162
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0CHANGE IN UNREALIZED GAIN
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0JPM PART GLOB PRIV INV I
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OTHER DEDUCTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3OTHER EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4INVESTMENT EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5OTHER EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt03107
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03107
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt01491
TaxesSchedule/TaxesDetail/Amt01491
TaxesSchedule/TaxesDetail/Amt170
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt2LICENSE EXP
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt070
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT ROTHMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08136447220
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTHMAN FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0ROTH
ReturnHeader/Filer/EIN0161779570
ReturnHeader/Filer/PhoneNum08139668992
ReturnHeader/Filer/USAddress/AddressLine1Txt0101 E KENNEDY BLVD SUITE 2100
ReturnHeader/Filer/USAddress/CityNm0TAMPA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033602
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId072A9AB7397B853419F7BC1FB2C0C199BD4BCD0FA
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0036BC097AA010A7B9B5AC481CD49352DD64695A9
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt054.191.41.182
ReturnHeader/FilingSecurityInformation/IPDt02018-11-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm006:40:28
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0814535929
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CARDINAL TAX & ACCOUNTING INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01509 S FLORIDA AVE STE 2
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAKELAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0338032258
ReturnHeader/PreparerPersonGrp/PhoneNum08638164362
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK DORNSTAUDER
ReturnHeader/ReturnTs02018-11-08T07:40:28-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$162,393
Liabilities
$0
Net assets
$162,393
Revenue
$92,378
Expenses
$504,668
Net income
-$412,290
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$0.21$0.00$0.21
2023Summary only. Only limited summary data is available for this year.$0.27$0.00$0.02$0.03$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.23$0.00$0.23$0.02$0.03$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.26$0.00$0.26$0.04$0.01$0.02
2020Summary only. Only limited summary data is available for this year.$0.21$0.00$0.01$0.01$0.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.16$0.00$0.16$0.01$0.01$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.15$0.00$0.15$0.01$0.00$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$0.09$0.50$0.41
2016Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.13$0.09$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.24$0.00$0.24
2014Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$0.12$0.26$0.15
2013Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$0.89$1.76$0.87
2012Summary only. Only limited summary data is available for this year.$1.37$0.00$3.01$0.98$2.03
2011Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.20
2010Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$0.01