Civic Intelligence

Roulston Foundation the Eileen and Lex

990PF • Fiscal year 2015 • EIN 20-6119191

Feb 01, 2014 to Jan 31, 2015 • Filed on Jun 01, 2015

Organization Profile
9214 Parkwood CourtFort Myers, FL 33908

(239) 432-0985

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.

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

94th percentile

64%

Higher net margin than 94% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

46th percentile

-0.7%

Faster asset growth than 46% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

44th percentile

-2.5%

Faster revenue growth than 44% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$395,806

Down $2,848 (-0.7%) from 2014

Net Assets

Down

$395,806

Down $2,848 (-0.7%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin94th percentile

Revenue

Down

$159,239

Down $4,153 (-2.5%) from 2014

Expenses

Down

$57,450

Down $124,135 (-68%) from 2014

Net Income

Up

$101,789

Up $119,982 (+659%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$600K$400K$200K$0Assets 2012: $363,907Liabilities 2012: $02012Assets 2013: $416,847Liabilities 2013: $02013Assets 2014: $398,654Liabilities 2014: $0Net Assets 2014: $398,6542014Assets 2015: $395,806Liabilities 2015: $0Net Assets 2015: $395,8062015Assets 2016: $339,437Liabilities 2016: $0Net Assets 2016: $339,4372016Assets 2017: $364,407Liabilities 2017: $0Net Assets 2017: $364,4072017Assets 2018: $325,512Liabilities 2018: $0Net Assets 2018: $325,5122018Assets 2019: $473,533Liabilities 2019: $0Net Assets 2019: $473,5332019Assets 2020: $452,792Liabilities 2020: $0Net Assets 2020: $452,7922020Assets 2021: $301,220Liabilities 2021: $0Net Assets 2021: $301,2202021Assets 2022: $388,455Liabilities 2022: $0Net Assets 2022: $388,4552022Assets 2023: $75,806Liabilities 2023: $0Net Assets 2023: $75,8062023Assets 2024: $149,571Liabilities 2024: $330Net Assets 2024: $149,2412024Assets 2025: $150,687Liabilities 2025: $0Net Assets 2025: $150,6872025

Highlighted filing

2015

Assets$395,806
Liabilities$0
Net Assets$395,806
Open 2015 Filing

Operations Trend

Revenue Growth44th percentile

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

$400K$200K$0-$200K-$400KRevenue 2012: $156,635Expenses 2012: $108,669Net Income 2012: $47,9662012Revenue 2013: $162,363Expenses 2013: $109,423Net Income 2013: $52,9402013Revenue 2014: $163,392Expenses 2014: $181,585Net Income 2014: -$18,1932014Revenue 2015: $159,239Expenses 2015: $57,450Net Income 2015: $101,7892015Revenue 2016: $82,174Expenses 2016: $80,558Net Income 2016: $1,6162016Revenue 2017: $68,139Expenses 2017: $43,553Net Income 2017: $24,5862017Revenue 2018: $37,366Expenses 2018: $68,830Net Income 2018: -$31,4642018Revenue 2019: $213,477Expenses 2019: $65,456Net Income 2019: $148,0212019Revenue 2020: $19,480Expenses 2020: $40,221Net Income 2020: -$20,7412020Revenue 2021: $181,110Expenses 2021: $332,941Net Income 2021: -$151,8312021Revenue 2022: $108,246Expenses 2022: $21,267Net Income 2022: $86,9792022Revenue 2023: $52,889Expenses 2023: $369,376Net Income 2023: -$316,4872023Revenue 2024: $81,101Expenses 2024: $4,096Net Income 2024: $77,0052024Revenue 2025: $4,559Expenses 2025: $3,113Net Income 2025: $1,4462025

Highlighted filing

2015

Revenue$159,239
Expenses$57,450
Net Income$101,789
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Feb 1, 2014 to Jan 31, 2015
Signed
Jun 1, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALEXANDER W ROULSTONPresident-$0--
CATHERINE E ROULSTONSecretary/Tr-$0--
DOROTHY R CALDWELLTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Eileen & Lex Roulston
EIN
20-6119191
Phone
2394320985
Address
9214 PARKWOOD COURT, FORT MYERS, FL 33908

Signing Officer

Name
Alexander Roulston
Title
President
Phone
2394320985
Signed
2015-06-01
Discuss with paid preparer
Yes

Preparer

Firm
Miller Helms & Folk Pa
Address
6326 WHISKEY CREEK DRIVE SUITE A, FORT MYERS, FL 33919
Preparer
Craig R Folk
Phone
2394819696
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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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt6400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt73500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt82000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0COMMUNITY OUTREACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1COMMUNITY OUTREACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2COMMUNITY OUTREACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3COMMUNITY OUTREACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4COMMUNITY OUTREACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5COMMUNITY OUTREACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6ELDER CARE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7COMMUNITY OUTREACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8COMMUNITY OUTREACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0AMERICAN HEART ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1AMERICAN INSTITUTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2BERWYN FIRE DEPARTMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3CHURCH OF THE GOOD SAMARITAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4LEE MEMORIAL FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5SCRIPTURE UNION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6SHELL POINT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7UNIVERSITY OF PENNSYLVANIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8WATER MISSIONS INTERNATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0FOR CANCER RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt1ABRAMSON CANCER CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt028441BONITA CROSSING BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11759 R STREET NW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt26700 W 26TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3212 W LANCASTER AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt42776 CLEVELAND AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5PO BOX 215
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt615000 SHELL POINT BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt73451 WALNUT STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8PO BOX 31258
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0SUITE 100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt1433 FRANKLIN BUILDING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BONITA SPRINGS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2BERWYN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3PAOLI
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5VALLEY FORGE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7PHILADELPHIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8CHARLESTON
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8SC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd034135
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd120009
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd260402
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd319301
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd433901
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd5194810215
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt028245
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt028245
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0171445
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0104600
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt092429
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt043571
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0197026
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt028245
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0168781
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0458767
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt046722
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0171445

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$395,806
Liabilities
$0
Net assets
$395,806
Revenue
$159,239
Expenses
$57,450
Net income
$101,789
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.05$0.03$0.01
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.50$0.00$1.49$0.81$0.04$0.77
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.76$0.00$0.76$0.53$3.69$3.16
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.88$0.00$3.88$1.08$0.21$0.87
2021Detailed filing. Detailed filing data is available for this year.$3.01$0.00$3.01$1.81$3.33$1.52
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.53$0.00$4.53$0.19$0.40$0.21
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.74$0.00$4.74$2.13$0.65$1.48
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.26$0.00$3.26$0.37$0.69$0.31
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.64$0.00$3.64$0.68$0.44$0.25
2016Detailed filing. Detailed filing data is available for this year.$3.39$0.00$3.39$0.82$0.81$0.02
2015Detailed filing. Detailed filing data is available for this year.$3.96$0.00$3.96$1.59$0.57$1.02
2014Detailed filing. Detailed filing data is available for this year.$3.99$0.00$3.99$1.63$1.82$0.18
2013Summary only. Only limited summary data is available for this year.$4.17$0.00$1.62$1.09$0.53
2012Summary only. Only limited summary data is available for this year.$3.64$0.00$1.57$1.09$0.48