Civic Intelligence

Rosky Charitable Foundation Inc.

990PF • Fiscal year 2018 • EIN 20-4790156

Jul 01, 2017 to Jun 30, 2018 • Filed on Sep 07, 2018

Organization Profile
2304 Speed AvenueLouisville, KY 40205

(502) 451-3085

Siviq Scores

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

Liabilities / Assets

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Net Margin

90th percentile

48%

Higher net margin than 90% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Asset Growth

52nd percentile

1.5%

Faster asset growth than 52% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2016 to 2018

Revenue Growth

17th percentile

-18%

Faster revenue growth than 17% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2016 to 2018

Balance Sheet
Liabilities / Assets37th percentile

Assets

Up

$502,865

Up $14,675 (+3.0%) from 2016

Net Assets

$502,865

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin90th percentile

Revenue

Down

$14,409

Down $7,103 (-33%) from 2016

Expenses

Down

$7,551

Down $39,961 (-84%) from 2016

Net Income

Up

$6,858

Up $32,858 (+126%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$800K$600K$400K$200K$0Assets 2012: $437,276Liabilities 2012: $02012Assets 2013: $484,156Liabilities 2013: $02013Assets 2014: $498,641Liabilities 2014: $02014Assets 2015: $514,190Liabilities 2015: $02015Assets 2016: $488,190Liabilities 2016: $02016Assets 2018: $502,865Liabilities 2018: $0Net Assets 2018: $502,8652018Assets 2020: $715,752Liabilities 2020: $02020Assets 2021: $639,597Liabilities 2021: $0Net Assets 2021: $639,5972021Assets 2022: $609,802Liabilities 2022: $0Net Assets 2022: $609,8022022Assets 2023: $580,097Liabilities 2023: $0Net Assets 2023: $580,0972023Assets 2024: $565,200Liabilities 2024: $0Net Assets 2024: $565,2002024Assets 2025: $554,686Liabilities 2025: $0Net Assets 2025: $554,6862025

Highlighted filing

2018

Assets$502,865
Liabilities$0
Net Assets$502,865
Open 2018 Filing

Operations Trend

Revenue Growth17th percentile

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

$300K$200K$100K$0-$100KRevenue 2012: $73,364Expenses 2012: $32,266Net Income 2012: $41,0982012Revenue 2013: $80,746Expenses 2013: $33,866Net Income 2013: $46,8802013Revenue 2014: $77,192Expenses 2014: $62,707Net Income 2014: $14,4852014Revenue 2015: $78,334Expenses 2015: $62,785Net Income 2015: $15,5492015Revenue 2016: $21,512Expenses 2016: $47,512Net Income 2016: -$26,0002016Revenue 2018: $14,409Expenses 2018: $7,551Net Income 2018: $6,8582018Revenue 2020: $235,848Expenses 2020: $8,205Net Income 2020: $227,6432020Revenue 2021: $12,479Expenses 2021: $88,634Net Income 2021: -$76,1552021Revenue 2022: $10,341Expenses 2022: $40,136Net Income 2022: -$29,7952022Revenue 2023: $17,129Expenses 2023: $46,834Net Income 2023: -$29,7052023Revenue 2024: $28,607Expenses 2024: $43,504Net Income 2024: -$14,8972024Revenue 2025: $44,853Expenses 2025: $55,367Net Income 2025: -$10,5142025

Highlighted filing

2018

Revenue$14,409
Expenses$7,551
Net Income$6,858
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Sep 7, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THEODORE S ROSKYPresident/Director-$0--
LAURA R SANTONIVice President/Director-$0--
JACQUELINE R ROSKYSec/Treas/Director-$0--
Filing and Contact Details

Filer

Filer Name
Rosky Charitable Foundation Inc
EIN
20-4790156
Phone
5024513085
Address
2304 SPEED AVENUE, LOUISVILLE, KY 40205

Signing Officer

Name
Theodore S Rosky
Title
President
Phone
5024513085
Signed
2018-09-07
Discuss with paid preparer
Yes

Preparer

Firm
Klump & Blandford Psc
Address
1300 GARDINER LANE SUITE 1, LOUISVILLE, KY 40213
Preparer
Stacey Huff
Phone
5024798540
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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/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.060082
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.083019
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.097147
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.055227
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt069
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0759379
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0720037
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0678244
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0674396
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0576982
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0510620
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.295475
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt00
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0THEODORE S ROSKY
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt02304 SPEED AVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LOUISVILLE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0KY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd040205
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0KY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum05024513085
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0THEODORE S ROSKY
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
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/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt037831
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt030280
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt07226
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt022492
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0562
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt030280
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt030280
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt07551
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt05211
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MGMT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt05211
TaxesSchedule/TaxesDetail/Amt0255
TaxesSchedule/TaxesDetail/CategoryTxt0PRIOR YEAR U.S. TAX PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0255
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0THEODORE S ROSKY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05024513085
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-09-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROSKY CHARITABLE FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0ROSK
ReturnHeader/Filer/EIN0204790156
ReturnHeader/Filer/PhoneNum05024513085
ReturnHeader/Filer/USAddress/AddressLine1Txt02304 SPEED AVENUE
ReturnHeader/Filer/USAddress/CityNm0LOUISVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd040205
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0C8D73BDFE48F9C78D76A1476FF485BED71099B6B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C8D73BDFE48F9C78D76A1476FF485BED71099B6B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0147.0.185.94
ReturnHeader/FilingSecurityInformation/IPDt02018-09-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm010:56:37
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0610960687
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KLUMP & BLANDFORD PSC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01300 GARDINER LANE SUITE 1
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOUISVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd040213
ReturnHeader/PreparerPersonGrp/PhoneNum05024798540
ReturnHeader/PreparerPersonGrp/PreparationDt02018-09-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STACEY HUFF
ReturnHeader/ReturnTs02018-11-12T16:04:00-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$502,865
Liabilities
$0
Net assets
$502,865
Revenue
$14,409
Expenses
$7,551
Net income
$6,858
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.55$0.00$5.55$0.45$0.55$0.11
2024Detailed filing. Detailed filing data is available for this year.$5.65$0.00$5.65$0.29$0.44$0.15
2023Detailed filing. Detailed filing data is available for this year.$5.80$0.00$5.80$0.17$0.47$0.30
2022Detailed filing. Detailed filing data is available for this year.$6.10$0.00$6.10$0.10$0.40$0.30
2021Detailed filing. Detailed filing data is available for this year.$6.40$0.00$6.40$0.12$0.89$0.76
2020Summary only. Only limited summary data is available for this year.$7.16$0.00$2.36$0.08$2.28
2018Detailed filing. Detailed filing data is available for this year.$5.03$0.00$5.03$0.14$0.08$0.07
2016Summary only. Only limited summary data is available for this year.$4.88$0.00$0.22$0.48$0.26
2015Summary only. Only limited summary data is available for this year.$5.14$0.00$0.78$0.63$0.16
2014Summary only. Only limited summary data is available for this year.$4.99$0.00$0.77$0.63$0.14
2013Summary only. Only limited summary data is available for this year.$4.84$0.00$0.81$0.34$0.47
2012Summary only. Only limited summary data is available for this year.$4.37$0.00$0.73$0.32$0.41