Civic Intelligence

The Rothwell Foundation Inc.

990PF • Fiscal year 2017 • EIN 20-2026568

Jan 01, 2017 to Dec 31, 2017 • Filed on Mar 26, 2018

101 Federal Street 3rd FloorBoston, MA 02110

(239) 472-3146

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

98th percentile

92%

Higher net margin than 98% 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

96th percentile

227%

Faster asset growth than 96% of similar nonprofits.

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

Revenue Growth

99th percentile

2646%

Faster revenue growth than 99% of similar nonprofits.

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

Assets

Up

$268,630

Up $186,576 (+227%) from 2016

Net Assets

Up

$268,630

Up $186,576 (+227%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$203,646

Up $196,229 (+2646%) from 2016

Expenses

Up

$17,070

Up $11,055 (+184%) from 2016

Net Income

Up

$186,576

Up $185,174 (+13208%) from 2016

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

2017

Assets$268,630
Liabilities$0
Net Assets$268,630

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

2017

Revenue$203,646
Expenses$17,070
Net Income$186,576
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Mar 26, 2018
Return Version
2017v2.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHIRLEY ROTHWELLPresident &-$0--
LISA A PARADISTreasurer-$0--
LINDA K AUSTENDirector-$0--
SARKIS G KOJABASHIANDirector-$0--
Filing and Contact Details

Filer

Filer Name
Rothwell Foundation
EIN
20-2026568
Phone
2394723146
Address
101 FEDERAL STREET 3RD FLOOR, BOSTON, MA 02110

Signing Officer

Name
Shirley Rothwell
Title
President & Director
Phone
2392183412
Signed
2018-03-26
Discuss with paid preparer
Yes

Preparer

Firm
Vidussi Goldsmith Hull & Co LLC
Address
1361 ROYAL PALM SQUARE BLVD SUITE, FORT MYERS, FL 33919
Preparer
Dana Vidussi CPA
Phone
2392780762
Raw XML Appendix381 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/TotalExcessDistributionCyovAmt048996
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
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OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt05
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OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt05
TaxesSchedule/TaxesDetail/Amt015
TaxesSchedule/TaxesDetail/Amt155
TaxesSchedule/TaxesDetail/CategoryTxt0STATE FEES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHIRLEY ROTHWELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT & DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02392183412
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-03-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTHWELL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROTH
ReturnHeader/Filer/EIN0202026568
ReturnHeader/Filer/PhoneNum02394723146
ReturnHeader/Filer/USAddress/AddressLine1Txt0101 FEDERAL STREET 3RD FLOOR
ReturnHeader/Filer/USAddress/CityNm0BOSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002110
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ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0252D7FDC9D076B2E874AAFB536F467BEE24FC737
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt065.124.207.2
ReturnHeader/FilingSecurityInformation/IPDt02018-04-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm008:45:13
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0472005336
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0VIDUSSI GOLDSMITH HULL & CO LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01361 ROYAL PALM SQUARE BLVD SUITE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FORT MYERS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033919
ReturnHeader/PreparerPersonGrp/PhoneNum02392780762
ReturnHeader/PreparerPersonGrp/PreparationDt02018-03-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANA VIDUSSI CPA
ReturnHeader/ReturnTs02018-04-11T09:45:13-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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