Roths Benefit-Education Foundation

990EZ • Fiscal year 2013 • EIN 20-1116696

May 01, 2012 to Apr 30, 2013 • Filed on Sep 06, 2013

Organization Profile

4895 Indian School Rd NE97305-1126

Siviq Scores

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

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

3.7%

Higher net margin than 52% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

No value available

This filing does not contain officer compensation rows.

Source year 2013

1.7%

Faster asset growth than 50% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

21%

Faster revenue growth than 73% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet

Liabilities / Assets55th percentile

Assets

$267,330

Up $4,390 (+1.7%) from 2012

Net Assets

$267,330

Up $4,390 (+1.7%) from 2012

Liabilities

Flat

Flat from 2012

Revenue And Expenses

Liabilities / Revenue56th percentile Net Margin52nd percentile

Revenue

$117,114

Up $20,424 (+21%) from 2012

Expenses

Down

$112,724

Down $11,591 (-9.3%) from 2012

Net Income

$4,390

Up $32,015 (+116%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

Highlighted filing

2013

Assets$267,330

Liabilities$0

Net Assets$267,330

Open 2013 Filing

Operations Trend

Revenue Growth73rd percentile

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

Highlighted filing

2013

Revenue$117,114

Expenses$112,724

Net Income$4,390

Open 2013 Filing

Jump To

Filing Snapshot

Filing Period: May 1, 2012 to Apr 30, 2013
Signed: Sep 6, 2013
Return Version: 2012v2.0

Mission and Program Overview

Mission

Public and education benefit

Filing and Contact Details

Filer

EIN: 20-1116696

Raw XML Appendix225 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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IRS990EZ/AmountOfTaxImposedOnOrgMgr	0	0
IRS990EZ/AmountOfTaxReimbursedByOrg	0	0
IRS990EZ/BenefitsPaidToOrForMembers	0	0
IRS990EZ/CashSavingsAndInvestments/BOY	0	262940
IRS990EZ/CashSavingsAndInvestments/EOY	0	267330
IRS990EZ/ContributionsGiftsGrantsEtc	0	68445
IRS990EZ/CostOfGoodsSold	0	0
IRS990EZ/CostOtherBasisAndSalesExpenses	0	0
IRS990EZ/DidOrgFileForm1120POLThisYear	0	0
IRS990EZ/DirectIndirectPoliticalExpend	0	0
IRS990EZ/DoesOrgHaveHospital	0	0
IRS990EZ/EngagedInExcessBenefitTrans	0	0
IRS990EZ/EngageInLobbyingActivities	0	0
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IRS990EZ/ExcessOrDeficitForYear	0	4390
IRS990EZ/FeesAndOthPymtToIndContractors	0	714
IRS990EZ/FiledScheduleA	0	1
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IRS990EZ/ForeignOffice	0	0
IRS990EZ/FundraisingGrossIncome	0	83537
IRS990EZ/GainOrLossFromSaleOfAssets	0	0
IRS990EZ/GamingGrossIncome	0	0
IRS990EZ/GrantsAndSimilarAmountsPaid	0	111884
IRS990EZ/GroProfitLossSalesOfInventory	0	0
IRS990EZ/GrossAmountFromSaleOfAssets	0	0
IRS990EZ/GrossReceipts	0	152407
IRS990EZ/GrossSalesOfInventory	0	0
IRS990EZ/InfoInScheduleOPartI	0	X
IRS990EZ/InvestmentIncome	0	425
IRS990EZ/LandAndBuildings/BOY	0	0
IRS990EZ/LandAndBuildings/EOY	0	0
IRS990EZ/MadeChangesToOrgnzngEtcDoc	0	0
IRS990EZ/MadeLoansToFromOfficers	0	0
IRS990EZ/MaintainAnyDonorAdvisedFunds	0	0
IRS990EZ/MembershipDues	0	0
IRS990EZ/MethodOfAccountingCash	0	X
IRS990EZ/NetAssetsOrFundBalances/BOY	0	262940
IRS990EZ/NetAssetsOrFundBalancesBOY	0	262940
IRS990EZ/NetAssetsOrFundBalances/EOY	0	267330
IRS990EZ/NetAssetsOrFundBalancesEOY	0	267330
IRS990EZ/OccupancyRentUtilitiesAndMaint	0	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	0	1
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	1	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	2	2
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	0	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	1	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	2	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc	0	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc	1	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc	2	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances	0	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances	1	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances	2	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	0	Melinda D Roth
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	1	Michael Roth
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	2	Orville N Roth
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	0	Vice President
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	1	Secretary
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	2	President
IRS990EZ/OperatingSchool	0	0
IRS990EZ/Organization501c3	0	X
IRS990EZ/OrganizationDissolvedEtc	0	0
IRS990EZ/OrganizationHadUBI	0	0
IRS990EZ/OtherAssetsTotal/BOY	0	0
IRS990EZ/OtherAssetsTotal/EOY	0	0
IRS990EZ/OtherChangesInNetAssets	0	0
IRS990EZ/OtherExpensesTotal	0	126
IRS990EZ/OtherRevenueTotal	0	0
IRS990EZ/PartVIAHghstPaidCntrctProfSer	0	NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl	0	NONE
IRS990EZ/PrimaryExemptPurpose	0	Public and education benefit
IRS990EZ/PrintingPublicationsPostage	0	0
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom	0	Educational Programs, General/Other: Contributed to The Oregon Garden 5th Grade Education Program located in Silverton, Oregon. The program provided educational fieldtrips for 5th grade students to the Oregon Garden. It serviced 5496 students and 865 teachers from schools throughout Oregon and SW Washington. (0 Students)
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom	1	Cancer Programs, General/Other: Donation to Doernbecher Childrens Hospital Cancer Center expansion fund (0 hospital)
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom	2	Athletic & Sports Programs, General/Other: Contribution to Special Olympics of Oregon Inspire Greatness Campaign (0 Campaign)
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom	3	Emergency Shelter Programs, General/Other: Operating costs for relief nursery for children "Gracie's Place" (0 Nursery)
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom	4	Leadership Development Programs: Contribution to Girl Scouts of Oregon
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom	5	Leadership Development Programs: Contribution to Boy Scouts of America - Cascade Pacific Council
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom	6	Athletic & Sports Programs: Sponsor four (4) Little League Baseball teams in Salem, OR.
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations	0	0
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations	1	10000
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations	2	10000
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations	3	5000
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations	4	1000
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations	5	0
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations	6	960
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses	0	84924
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses	1	0
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses	2	0
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses	3	0
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses	4	0
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses	5	0
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses	6	0
IRS990EZ/ProgramServiceRevenue	0	0
IRS990EZ/ProhibitedTaxShelterTrans	0	0
IRS990EZ/RelatedOrgControlledEntity	0	0
IRS990EZ/SalariesOtherCompEmplBenefits	0	0
IRS990EZ/ScheduleBNotRequired	0	X
IRS990EZ/SpecialEventsDirectExpenses	0	35293
IRS990EZ/SpecialEventsNetIncomeLoss	0	48244
IRS990EZ/StatesWhereCopyOfReturnIsFiled	0	OR
IRS990EZ/SubjectToProxyTax	0	0
IRS990EZ/SumOfTotalLiabilities/BOY	0	0
IRS990EZ/SumOfTotalLiabilities/EOY	0	0
IRS990EZ/TanningServicesProvided	0	0
IRS990EZ/TaxImposedUnderIRC4911	0	0
IRS990EZ/TaxImposedUnderIRC4912	0	0
IRS990EZ/TaxImposedUnderIRC4955	0	0
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine1	0	4895 Indian School Rd NE
IRS990EZ/TheBooksAreInCareOf/AddressUS/City	0	Salem
IRS990EZ/TheBooksAreInCareOf/AddressUS/State	0	OR
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode	0	97305
IRS990EZ/TheBooksAreInCareOf/NamePerson	0	Katy Unrein
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber	0	5033937684
IRS990EZ/TotalAssets/BOY	0	262940
IRS990EZ/TotalAssets/EOY	0	267330
IRS990EZ/TotalExpenses	0	112724
IRS990EZ/TotalProgramServiceExpenses	0	84924
IRS990EZ/TotalRevenue	0	117114
IRS990EZ/TransactionWithControlEntity	0	0
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg	0	0
IRS990ScheduleA/GeneralExplanation	0	Part III, line 12 is interest earned on Foundation bank accounts
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYear	0	68445
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus1Year	0	60315
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus2Years	0	99050
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus3Years	0	98736
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus4Years	0	82455
IRS990ScheduleA/GiftsGrantsContribReceived509/Total	0	409001
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYear	0	0
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus1Year	0	0
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus2Years	0	0
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus3Years	0	0
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus4Years	0	0
IRS990ScheduleA/GrossReceiptsFromAdmissions/Total	0	0
IRS990ScheduleA/InvestmentIncomePercentage	0	0
IRS990ScheduleA/OtherIncome509/CurrentTaxYear	0	425
IRS990ScheduleA/OtherIncome509/CurrentTaxYearMinus1Year	0	687
IRS990ScheduleA/OtherIncome509/CurrentTaxYearMinus2Years	0	1176
IRS990ScheduleA/OtherIncome509/CurrentTaxYearMinus3Years	0	1720
IRS990ScheduleA/OtherIncome509/CurrentTaxYearMinus4Years	0	5305
IRS990ScheduleA/OtherIncome509/Total	0	9313
IRS990ScheduleA/PriorYearSupportPercentage	0	0.96410
IRS990ScheduleA/PriorYrInvestIncomePercentage	0	0
IRS990ScheduleA/PubliclySupportedOrg509a2	0	X
IRS990ScheduleA/PublicSupportPercentage509	0	0.97774
IRS990ScheduleA/PublicSupportTotal509	0	409001
IRS990ScheduleA/TaxRevLeviedForOrgBenefit509/CurrentTaxYear	0	0
IRS990ScheduleA/TaxRevLeviedForOrgBenefit509/CurrentTaxYearMinus1Year	0	0
IRS990ScheduleA/TaxRevLeviedForOrgBenefit509/CurrentTaxYearMinus2Years	0	0
IRS990ScheduleA/TaxRevLeviedForOrgBenefit509/CurrentTaxYearMinus3Years	0	0
IRS990ScheduleA/TaxRevLeviedForOrgBenefit509/CurrentTaxYearMinus4Years	0	0
IRS990ScheduleA/TaxRevLeviedForOrgBenefit509/Total	0	0
IRS990ScheduleA/ThirtyThreePercntTestsCY509	0	X
IRS990ScheduleA/Total509/CurrentTaxYear	0	68445
IRS990ScheduleA/Total509/CurrentTaxYearMinus1Year	0	60315
IRS990ScheduleA/Total509/CurrentTaxYearMinus2Years	0	99050
IRS990ScheduleA/Total509/CurrentTaxYearMinus3Years	0	98736
IRS990ScheduleA/Total509/CurrentTaxYearMinus4Years	0	82455
IRS990ScheduleA/Total509/Total	0	409001
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYear	0	68870
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus1Year	0	61002
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus2Years	0	100226
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus3Years	0	100456
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus4Years	0	87760
IRS990ScheduleA/TotalSupportTotal/Total	0	418314
IRS990ScheduleA/ValueOfSvcsFcltsFurnishdByGovt/CurrentTaxYear	0	0
IRS990ScheduleA/ValueOfSvcsFcltsFurnishdByGovt/CurrentTaxYearMinus1Year	0	0
IRS990ScheduleA/ValueOfSvcsFcltsFurnishdByGovt/CurrentTaxYearMinus2Years	0	0
IRS990ScheduleA/ValueOfSvcsFcltsFurnishdByGovt/CurrentTaxYearMinus3Years	0	0
IRS990ScheduleA/ValueOfSvcsFcltsFurnishdByGovt/CurrentTaxYearMinus4Years	0	0
IRS990ScheduleA/ValueOfSvcsFcltsFurnishdByGovt/Total	0	0
IRS990ScheduleG/EventsInformation/CashPrizesEvent1	0	0
IRS990ScheduleG/EventsInformation/CashPrizesEvent2	0	1325
IRS990ScheduleG/EventsInformation/CashPrizesTotalEvents	0	1325
IRS990ScheduleG/EventsInformation/CharitableContributionsEvent1	0	0
IRS990ScheduleG/EventsInformation/CharitableContributionsEvent2	0	0
IRS990ScheduleG/EventsInformation/CharitableContributionsTotal	0	0
IRS990ScheduleG/EventsInformation/DirectExpenseSummaryEvents	0	35293
IRS990ScheduleG/EventsInformation/EntertainmentEvent1	0	6286
IRS990ScheduleG/EventsInformation/EntertainmentEvent2	0	0
IRS990ScheduleG/EventsInformation/EntertainmentTotalEvents	0	6286
IRS990ScheduleG/EventsInformation/FoodAndBeverageEvent1	0	5068
IRS990ScheduleG/EventsInformation/FoodAndBeverageEvent2	0	6824
IRS990ScheduleG/EventsInformation/FoodAndBeverageTotalEvents	0	11892
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent1	0	21936
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IRS990ScheduleG/EventsInformation/GrossRevenueEvent1	0	21936
IRS990ScheduleG/EventsInformation/GrossRevenueEvent2	0	61600
IRS990ScheduleG/EventsInformation/GrossRevenueTotalEvents	0	83536
IRS990ScheduleG/EventsInformation/NameOfEvent1	0	Luncheon: Oregon is Home
IRS990ScheduleG/EventsInformation/NameOfEvent2	0	Golf Tournament
IRS990ScheduleG/EventsInformation/NetIncomeSummary	0	48243
IRS990ScheduleG/EventsInformation/NonCashPrizesEvent1	0	0
IRS990ScheduleG/EventsInformation/NonCashPrizesEvent2	0	0
IRS990ScheduleG/EventsInformation/NonCashPrizesTotalEvents	0	0
IRS990ScheduleG/EventsInformation/OtherDirectExpensesEvent1	0	0
IRS990ScheduleG/EventsInformation/OtherDirectExpensesEvent2	0	5540
IRS990ScheduleG/EventsInformation/OtherDirectExpensesTotalEvents	0	5540
IRS990ScheduleG/EventsInformation/RentFacilityCostsEvent1	0	1750
IRS990ScheduleG/EventsInformation/RentFacilityCostsEvent2	0	8500
IRS990ScheduleG/EventsInformation/RentFacilityCostsTotalEvents	0	10250
IRS990ScheduleG/EventsInformation/TotalNumberOfOtherEvents	0	0
IRS990ScheduleO/GeneralExplanation/Explanation	0	2011 CT-12 fee $91, bank fees $20 and advertisement $15
IRS990ScheduleO/GeneralExplanation/Identifier	0	F99Z_P01_S00_L16
IRS990ScheduleO/GeneralExplanation/ReturnReference	0	Form 990-EZ, Part I, Line 16
ReturnHeader/BuildTS	0	2016-02-24 21:20:13Z
ReturnHeader/Filer/EIN	0	201116696
ReturnHeader/Filer/Name/BusinessNameLine1	0	ROTHS BENEFIT-EDUCATION FOUNDATION
ReturnHeader/Filer/NameControl	0	ROTH
ReturnHeader/Filer/Phone	0	5033937684
ReturnHeader/Filer/USAddress/AddressLine1	0	4895 Indian School Rd NE
ReturnHeader/Filer/USAddress/City	0	Salem
ReturnHeader/Filer/USAddress/State	0	OR
ReturnHeader/Filer/USAddress/ZIPCode	0	973051126
ReturnHeader/Officer/DateSigned	0	2013-09-06
ReturnHeader/Officer/Name	0	MICHAEL ROTH
ReturnHeader/Officer/Phone	0	5033937684
ReturnHeader/Officer/Title	0	PRESIDENT/CEO
ReturnHeader/ReturnType	0	990EZ
ReturnHeader/TaxPeriodBeginDate	0	2012-05-01
ReturnHeader/TaxPeriodEndDate	0	2013-04-30
ReturnHeader/TaxYear	0	2012
ReturnHeader/Timestamp	0	2013-09-09T18:32:55-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing

Assets: $267,330
Liabilities: $0
Net assets: $267,330
Revenue: $117,114
Expenses: $112,724
Net income: $4,390

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$1.52	$0.00	$1.52	$0.41	$0.26	$0.15
2024Detailed filing. Detailed filing data is available for this year.	$1.37	$0.00	$1.37	$0.43	$0.28	$0.15
2023Detailed filing. Detailed filing data is available for this year.	$1.22	$0.00	$1.22	$0.45	$0.15	$0.30
2022Detailed filing. Detailed filing data is available for this year.	$0.92	$0.00	$0.92	$0.00	$0.09	$0.09
2021Detailed filing. Detailed filing data is available for this year.	$1.01	$0.00	$1.01	$0.00	$0.27	$0.28
2020Detailed filing. Detailed filing data is available for this year.	$1.29	$0.00	$1.29	$0.32	$0.19	$0.13
2019Detailed filing. Detailed filing data is available for this year.	$1.16	$0.00	$1.16	$0.36	$0.28	$0.08
2018Detailed filing. Detailed filing data is available for this year.	$1.07	$0.00	$1.07	$0.35	$0.21	$0.14
2017Detailed filing. Detailed filing data is available for this year.	$0.93	$0.00	$0.93	$0.31	$0.36	$0.04
2016Detailed filing. Detailed filing data is available for this year.	$0.97	$0.00	$0.97	$0.29	$1.57	$1.28
2015Detailed filing. Detailed filing data is available for this year.	$2.25	$0.00	$2.25	$0.95	$1.43	$0.47
2014Detailed filing. Detailed filing data is available for this year.	$2.72	$0.00	$2.72	$1.64	$1.59	$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.	$2.67	$0.00	$2.67	$1.17	$1.13	$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.	$2.63	$0.00	$2.63	$0.97	$1.24	$0.28
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.	$2.91	$0.00	$2.91	$1.47	$1.40	$0.08