Civic Intelligence

The Rothwell Foundation Inc.

990PF • Fiscal year 2022 • EIN 20-2026568

Jan 01, 2022 to Dec 31, 2022 • Filed on May 11, 2023

Organization Profile
214 Barton RoadStow, MA 01775-1577

(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.

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

5th percentile

-246%

Higher net margin than 5% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

35th percentile

-7.0%

Faster asset growth than 35% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

68th percentile

33%

Faster revenue growth than 68% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$214,488

Down $16,177 (-7.0%) from 2021

Net Assets

Down

$214,488

Down $16,177 (-7.0%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin5th percentile

Revenue

Up

$6,572

Up $1,642 (+33%) from 2021

Expenses

Up

$22,749

Up $1,082 (+5.0%) from 2021

Net Income

Up

-$16,177

Up $560 (+3.3%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

2022

Assets$214,488
Liabilities$0
Net Assets$214,488
Open 2022 Filing

Operations Trend

Revenue Growth68th percentile

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

2022

Revenue$6,572
Expenses$22,749
Net Income-$16,177
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 11, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay78th percentile

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
214 BARTON ROAD, STOW, MA 01775-1577

Signing Officer

Name
Shirley Rothwell
Title
President
Phone
2394723146
Signed
2023-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Stack & Stack Llp
Address
393 TOTTEN POND ROAD, WALTHAM, MA 02451
Preparer
Gary L Stack
Phone
7818903300
Raw XML Appendix345 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.

Path#Value
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0INVESTMENTS - FIDELITY #3531
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0150793
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0239773
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt05701
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IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-16177
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0214488
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IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
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IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt016869
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt060052
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0282463
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt05138
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt42500
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1UNRESTRICTED GIFT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3UNRESTRICTED GIFT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4UNRESTRICTED GIFT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1BUDDY DOG HUMANE SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2COLUMBIA UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3JOHNS HOPKINS SAIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4WELLESLEY COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt075 FRANCIS STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1151 BOSTON POST ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 1523
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31740 MASS AVE NW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4106 CENTRAL STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SUDBURY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4WELLESLEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002115
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd101776
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd210025
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd320036
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd402481
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt021000
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt016778
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt016778
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02074
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01586
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt05170
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt05170
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt07882
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt04222
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02074
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01586
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt021000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt04222
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt013052
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt08830
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
TaxesSchedule/TaxesDetail/Amt070
TaxesSchedule/TaxesDetail/Amt179
TaxesSchedule/TaxesDetail/Amt215
TaxesSchedule/TaxesDetail/Amt335
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt2MASSACHUSETTS ANNUAL FILING
TaxesSchedule/TaxesDetail/CategoryTxt3MASSACHUSETTS TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt30
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt30
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SHIRLEY ROTHWELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02394723146
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTHWELL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROTH
ReturnHeader/Filer/EIN0202026568
ReturnHeader/Filer/PhoneNum02394723146
ReturnHeader/Filer/USAddress/AddressLine1Txt0214 BARTON ROAD
ReturnHeader/Filer/USAddress/CityNm0STOW
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd0017751577
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043284670
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STACK & STACK LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0393 TOTTEN POND ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WALTHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002451
ReturnHeader/PreparerPersonGrp/PhoneNum07818903300
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GARY L STACK
ReturnHeader/ReturnTs02023-05-15T08:20:35-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SHIRLEY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ROTHWELL
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$214,488
Liabilities
$0
Net assets
$214,488
Revenue
$6,572
Expenses
$22,749
Net income
-$16,177
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