Civic Intelligence

Roths Benefit-Education Foundation

990EZ • Fiscal year 2016 • EIN 20-1116696

May 01, 2015 to Apr 30, 2016 • Filed on Sep 09, 2016

4895 Indian School Rd NESalem, OR 97305-1126

(503) 393-7684

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

2nd percentile

-447%

Higher net margin than 2% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

7th percentile

-57%

Faster asset growth than 7% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

5th percentile

-70%

Faster revenue growth than 5% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$97,191

Down $127,935 (-57%) from 2015

Net Assets

Down

$97,191

Down $127,935 (-57%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$28,605

Down $66,849 (-70%) from 2015

Expenses

Up

$156,540

Up $13,809 (+9.7%) from 2015

Net Income

Down

-$127,935

Down $80,658 (-171%) from 2015

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $290,565Liabilities 2011: $0Net Assets 2011: $290,5652011Assets 2012: $262,940Liabilities 2012: $0Net Assets 2012: $262,9402012Assets 2013: $267,330Liabilities 2013: $0Net Assets 2013: $267,3302013Assets 2014: $272,403Liabilities 2014: $0Net Assets 2014: $272,4032014Assets 2015: $225,126Liabilities 2015: $0Net Assets 2015: $225,1262015Assets 2016: $97,191Liabilities 2016: $0Net Assets 2016: $97,1912016Assets 2017: $92,936Liabilities 2017: $0Net Assets 2017: $92,9362017Assets 2018: $107,164Liabilities 2018: $0Net Assets 2018: $107,1642018Assets 2019: $115,549Liabilities 2019: $0Net Assets 2019: $115,5492019Assets 2020: $128,836Liabilities 2020: $0Net Assets 2020: $128,8362020Assets 2021: $101,310Liabilities 2021: $0Net Assets 2021: $101,3102021Assets 2022: $92,127Liabilities 2022: $0Net Assets 2022: $92,1272022Assets 2023: $121,912Liabilities 2023: $0Net Assets 2023: $121,9122023Assets 2024: $136,826Liabilities 2024: $0Net Assets 2024: $136,8262024Assets 2025: $151,691Liabilities 2025: $0Net Assets 2025: $151,6912025

Highlighted filing

2016

Assets$97,191
Liabilities$0
Net Assets$97,191

Operations Trend

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

$200K$100K$0-$100K-$200KRevenue 2011: $147,351Expenses 2011: $139,559Net Income 2011: $7,7922011Revenue 2012: $96,690Expenses 2012: $124,315Net Income 2012: -$27,6252012Revenue 2013: $117,114Expenses 2013: $112,724Net Income 2013: $4,3902013Revenue 2014: $164,200Expenses 2014: $159,127Net Income 2014: $5,0732014Revenue 2015: $95,454Expenses 2015: $142,731Net Income 2015: -$47,2772015Revenue 2016: $28,605Expenses 2016: $156,540Net Income 2016: -$127,9352016Revenue 2017: $31,448Expenses 2017: $35,703Net Income 2017: -$4,2552017Revenue 2018: $35,077Expenses 2018: $20,849Net Income 2018: $14,2282018Revenue 2019: $35,956Expenses 2019: $27,571Net Income 2019: $8,3852019Revenue 2020: $32,378Expenses 2020: $19,091Net Income 2020: $13,2872020Revenue 2021: -$343Expenses 2021: $27,183Net Income 2021: -$27,5262021Revenue 2022: $203Expenses 2022: $9,386Net Income 2022: -$9,1832022Revenue 2023: $44,996Expenses 2023: $15,211Net Income 2023: $29,7852023Revenue 2024: $43,088Expenses 2024: $28,174Net Income 2024: $14,9142024Revenue 2025: $40,558Expenses 2025: $25,693Net Income 2025: $14,8652025

Highlighted filing

2016

Revenue$28,605
Expenses$156,540
Net Income-$127,935
Jump To
Filing Snapshot
Filing Period
May 1, 2015 to Apr 30, 2016
Signed
Sep 9, 2016
Return Version
2015v2.1
Gross Receipts
$60,198
Mission and Program Overview

Mission

Public and education benefit

Program Services

DescriptionGrantsExpenses
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 5538 students and 860 teachers from schools throughout Oregon and SW Washington. (0 Students)$0$123,053
Cancer Programs, General/Other: Donation to Doernbecher Childrens Hospital Cancer Center expansion fund (0 hospital)$10,000$0
Emergency Shelter Programs, General/Other: Operating costs for relief nursery for children "Gracie's Place" (0 Nursery)$10,000$0
Community Service: donation to Corban University fundraiser luncheon and 2016 athletic partnership$2,500$0
Athletic & Sports Programs: Sponsor four (5) Little League Baseball teams in Salem, OR.$1,280$0
Life Skills Training for Adults with special needs: Donation to Garten Service, Inc., Salem OR$1,000$0
Educational Programs, General/Other: Donated to the Boys & Girls Club of Salem, OR$1,000$0
Educational Programs: donation to SMART (Start Making a Reader Today) fundraiser$1,000$0
Community Service: donation to D.A.R.E. (Drug Abuse Resistance & Education) program$1,000$0
Educational Programs, General/Other: Donated to the Salem/Keizer School District "Back to School" drive$750$0
Community Service: donation to (3) local non-profit organization fundraiser events$700$0
Leadership Development Programs: contribution to North Salem H.S. Jr. ROTC program$500$0
Leadership Development Program: contribution to YMCA "We Believe" Campaign$500$0
Athletic & Sports Programs: sponsorship of The Athletic Edge Oregon Start Optional Gymnastics Competition.$500$0
Community Service: Donation to Queen of Peace Catholic School auction$300$0
Community Service: donation to Salvation Army Kroc center$250$0
Leadership Development Programs: Contribution to Girl Scouts of Oregon$0$0
Leadership Development Programs: Contribution to Boy Scouts of America - Cascade Pacific Council$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michael RothPresident-$0--
Tim JenningsVice President-$0--
Katy UnreinSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$54,390$54,390$5,952$48,438
Total Events$54,390$54,390$23,606$30,784
Filing and Contact Details

Filer

Filer Name
Roths Benefit-education Foundation
EIN
20-1116696
Phone
5033937684
Address
4895 Indian School Rd NE, Salem, OR 97305-1126

Signing Officer

Name
Michael Roth
Title
President/CEO
Phone
5033937684
Signed
2016-09-09
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8

Interest $231

Form 990-EZ, Part I, Line 16

2015 Corporation Annual Rpt $50; 2016 Corporation Annual Rpt $50; tax return fees $173; supplies $49; bank fees $157; legal $797, drug screen $22; computer $910

Raw XML Appendix265 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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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt054390
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt054390
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt054390
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt054390
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt030784
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt05952
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05952
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt010110
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt010110
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Interest $231
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12015 Corporation Annual Rpt $50; 2016 Corporation Annual Rpt $50; tax return fees $173; supplies $49; bank fees $157; legal $797, drug screen $22; computer $910
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL ROTH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT/CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum05033937684
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-09-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTHS BENEFIT-EDUCATION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROTH
ReturnHeader/Filer/EIN0201116696
ReturnHeader/Filer/PhoneNum05033937684
ReturnHeader/Filer/USAddress/AddressLine1Txt04895 Indian School Rd NE
ReturnHeader/Filer/USAddress/CityNm0Salem
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd0973051126
ReturnHeader/ReturnTs02016-09-09T17:31:30-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-05-01
ReturnHeader/TaxPeriodEndDt02016-04-30
ReturnHeader/TaxYr02015

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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