Civic Intelligence

The Rothwell Foundation Inc.

990PF • Fiscal year 2011 • EIN 20-2026568

Jan 01, 2011 to Dec 31, 2011 • Filed on Mar 15, 2012

101 Federal Street 3rd Floor02110
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.

2011 filings • <$500k nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

2011 filings • <$500k nonprofits • Source year 2011

Asset Growth

39th percentile

-4.3%

Faster asset growth than 39% of similar nonprofits.

2011 filings • <$500k nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$98,022

Down $4,449 (-4.3%) from 2010

Net Assets

Down

$98,022

Down $4,449 (-4.3%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$6,736

Down $12,992 (-66%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2010: $102,471Liabilities 2010: $0Net Assets 2010: $102,4712010Assets 2011: $98,022Liabilities 2011: $0Net Assets 2011: $98,0222011Assets 2012: $93,822Liabilities 2012: $0Net Assets 2012: $93,8222012Assets 2013: $78,672Liabilities 2013: $0Net Assets 2013: $78,6722013Assets 2014: $76,411Liabilities 2014: $0Net Assets 2014: $76,4112014Assets 2015: $80,652Liabilities 2015: $0Net Assets 2015: $80,6522015Assets 2016: $82,054Liabilities 2016: $0Net Assets 2016: $82,0542016Assets 2017: $268,630Liabilities 2017: $0Net Assets 2017: $268,6302017Assets 2018: $261,140Liabilities 2018: $0Net Assets 2018: $261,1402018Assets 2019: $254,436Liabilities 2019: $0Net Assets 2019: $254,4362019Assets 2020: $247,402Liabilities 2020: $0Net Assets 2020: $247,4022020Assets 2021: $230,665Liabilities 2021: $0Net Assets 2021: $230,6652021Assets 2022: $214,488Liabilities 2022: $0Net Assets 2022: $214,4882022Assets 2023: $220,711Liabilities 2023: $0Net Assets 2023: $220,7112023

Highlighted filing

2011

Assets$98,022
Liabilities$0
Net Assets$98,022

Operations Trend

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

$300K$200K$100K$0-$100KExpenses 2010: $19,7282010Expenses 2011: $6,7362011Expenses 2012: $8,0062012Revenue 2013: $5,934Expenses 2013: $21,084Net Income 2013: -$15,1502013Revenue 2014: $17,827Expenses 2014: $20,088Net Income 2014: -$2,2612014Revenue 2015: $24,276Expenses 2015: $20,035Net Income 2015: $4,2412015Revenue 2016: $7,417Expenses 2016: $6,015Net Income 2016: $1,4022016Revenue 2017: $203,646Expenses 2017: $17,070Net Income 2017: $186,5762017Revenue 2018: $5,830Expenses 2018: $13,320Net Income 2018: -$7,4902018Revenue 2019: $7,744Expenses 2019: $14,448Net Income 2019: -$6,7042019Revenue 2020: $6,211Expenses 2020: $13,245Net Income 2020: -$7,0342020Revenue 2021: $4,930Expenses 2021: $21,667Net Income 2021: -$16,7372021Revenue 2022: $6,572Expenses 2022: $22,749Net Income 2022: -$16,1772022Revenue 2023: $8,068Expenses 2023: $1,845Net Income 2023: $6,2232023

Highlighted filing

2011

Revenue-
Expenses$6,736
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Mar 15, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHIRLEY ROTHWELLPresident & Director-$0--
ANDREW PARADISDirector-$0--
LISA A PARADISDirector-$0--
LINDA K AUSTENDirector-$0--
TREVOR AUSTENDirector-$0--
SARKIS G KOJABASHIANDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-Medical-Boston, MA, US$3,500
Paid Grant-Education-St Paul, MI, US$1,000
Paid Grant-Medical-Brookline, MA, US$1,000
Paid Grant-Medical-Boston, MA, US$500
Filing and Contact Details

Filer

EIN
20-2026568
Raw XML Appendix313 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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AccountingFeesSchedule/AccountingFees/Category0tax return preparation
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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue19534
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV023114
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV19095
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0FSICX Fidelity Strategic Income
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1FSHBX Fidelity short Term Bond
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue06248
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue16335
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue225474
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue327164
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV05176
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV224153
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV329954
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0ARGFX Ariel Fund
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1FIGRX Fidelity International Discovery
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2FSHBX Fidelity Capital Appreciation
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3YACKX Yacktman Fund
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/BusinessCode0711300
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/UnrelatedBusinessIncomeAmount01856
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IRS990PF/BalanceSheets/CapitalStockBOY0102471
IRS990PF/BalanceSheets/CapitalStockEOY098022
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IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
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IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY098022
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IRS990PF/BalanceSheets/TotalNetAssetsEOY098022
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-4447
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases02
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal098024
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IRS990PF/DistributableAmount/MinimumInvestmentReturn05172
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IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities098865
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable01575
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn05172
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0103449
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition50.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation50
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ForeignAddress/AddressLine101 BALLYMACE GREEN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ForeignAddress/AddressLine111 BALLYMACE GREEN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ForeignAddress/City0ROTHFARNAN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ForeignAddress/City1ROTHFARNAN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ForeignAddress/Country0IR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ForeignAddress/Country1IR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ForeignAddress/ProvinceOrState0DUBLIN 14
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ForeignAddress/ProvinceOrState1DUBLIN 14
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0SHIRLEY ROTHWELL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1ANDREW PARADIS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2LISA A PARADIS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3LINDA K AUSTEN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName4TREVOR AUSTEN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName5SARKIS G KOJABASHIAN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0PRESIDENT & DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title3DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title4DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title5DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine106433 PINE AVENUE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1149 SHAY RD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1249 SHAY RD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine134 GREENMEADOW LANE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0Sanibel
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2Hudson
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City3Hudson
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0FL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1MA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2MA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State3MA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode033957
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode101749
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode201749
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode301749
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IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.116905
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.059978
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IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0SHIRLEY ROTHWELL PRESIDENT
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IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
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IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
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IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2Medical
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3Medical
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0Hamline University
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName1Dana Faber Cancer Institute
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName2Bringham and Womens Hospital Devel
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName3HMS Center for Neurofibromatosis
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1Brookline
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2Boston
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3Boston
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0MI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode055104
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode102445
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode202116
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode302114
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
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IRS990PF/UndistributedIncome/AppliedToCurrentYear05156
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IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1013957
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear206898
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear303551
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear404500
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear505
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear029745
IRS990PF/UndistributedIncome/ExcessFromCurrentYear0828
IRS990PF/UndistributedIncome/ExcessFromYear1013957
IRS990PF/UndistributedIncome/ExcessFromYear206898
IRS990PF/UndistributedIncome/ExcessFromYear303551
IRS990PF/UndistributedIncome/ExcessFromYear404500
IRS990PF/UndistributedIncome/QualifyingDistributions06000
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus0834
IRS990PF/UndistributedIncome/TotalCorpus029745
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover028911
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
OtherDecreasesSchedule/OtherDecreases/Amount02
OtherDecreasesSchedule/OtherDecreases/Description0rounding
OtherIncomeSchedule2/OtherIncome/Description0capital gains dist
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome0433
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks0433
TaxesSchedule/Taxes/Amount019
TaxesSchedule/Taxes/Amount17
TaxesSchedule/Taxes/Category0Federal taxes paid
TaxesSchedule/Taxes/Category1Foreign Tax
TaxesSchedule/Taxes/NetInvestmentIncome019
TaxesSchedule/Taxes/NetInvestmentIncome17
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0202026568
ReturnHeader/Filer/Name/BusinessNameLine10ROTHWELL FOUNDATION
ReturnHeader/Filer/NameControl0ROTH
ReturnHeader/Filer/Phone02394723146
ReturnHeader/Filer/USAddress/AddressLine10101 Federal Street 3rd Floor
ReturnHeader/Filer/USAddress/City0Boston
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode002110
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02012-03-15
ReturnHeader/Officer/Name0SHIRLEY ROTHWELL
ReturnHeader/Officer/Phone02394723146
ReturnHeader/Officer/Title0PRESIDENT
ReturnHeader/Preparer/DatePrepared02012-04-15
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10HR BLOCK PREMIUM
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1015050 ELDERBERRY LN
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0FORT MYERS
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0FL
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode033907
ReturnHeader/Preparer/Name0Sidney Heath
ReturnHeader/Preparer/Phone02399859500
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-04-15T04:22:14-04:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$0.08$0.02$0.06
2022Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$0.07$0.23$0.16
2021Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$0.05$0.22$0.17
2020Detailed filing. Detailed filing data is available for this year.$2.47$0.00$2.47$0.06$0.13$0.07
2019Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$0.08$0.14$0.07
2018Detailed filing. Detailed filing data is available for this year.$2.61$0.00$2.61$0.06$0.13$0.07
2017Detailed filing. Detailed filing data is available for this year.$2.69$0.00$2.69$2.04$0.17$1.87
2016Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.07$0.06$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.24$0.20$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.18$0.20$0.02
2013Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.06$0.21$0.15
2012Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.08
2011Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.07
2010Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.20