Civic Intelligence

Roulston Foundation the Eileen and Lex

990PF • Fiscal year 2022 • EIN 20-6119191

Feb 01, 2021 to Jan 31, 2022 • Filed on May 31, 2022

9214 Parkwood CourtFort Myers, FL 33908

(239) 472-8300

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

94th percentile

80%

Higher net margin than 94% 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

80th percentile

29%

Faster asset growth than 80% of similar nonprofits.

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

Revenue Growth

16th percentile

-40%

Faster revenue growth than 16% of similar nonprofits.

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

Assets

Up

$388,455

Up $87,235 (+29%) from 2021

Net Assets

Up

$388,455

Up $87,235 (+29%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Down

$108,246

Down $72,864 (-40%) from 2021

Expenses

Down

$21,267

Down $311,674 (-94%) from 2021

Net Income

Up

$86,979

Up $238,810 (+157%) from 2021

Historical Trend

Balance Sheet Trend

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

2022

Assets$388,455
Liabilities$0
Net Assets$388,455

Operations Trend

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

2022

Revenue$108,246
Expenses$21,267
Net Income$86,979
Jump To
Filing Snapshot
Filing Period
Feb 1, 2021 to Jan 31, 2022
Signed
May 31, 2022
Return Version
2021v4.0
Compensation and Service Providers

Employees

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

Filer

Filer Name
The Eileen & Lex Roulston
EIN
20-6119191
Phone
2394728300
Address
9214 PARKWOOD COURT, FORT MYERS, FL 33908

Signing Officer

Name
Alexander W Roulston
Title
President
Phone
2394320985
Signed
2022-05-31

Preparer

Firm
Hughes Snell & Co Pa
Address
1470 ROYAL PALM SQUARE BLVD, FORT MYERS, FL 33919-1082
Preparer
Patti R Hardin
Phone
2399392233
Raw XML Appendix307 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0170.00 DANAHER CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1185.00 HONEYWELL INTERNATIONAL INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc215.00 ALPHABET INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3265.00 STARBUCKS CORPORATION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc485.00 THE WALT DISNEY COMPANY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5200.00 CBOE HOLDINGS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc60.32 BROOKFIELD ASSET MGMT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc75.00 BROOKFIELD ASSET MGMT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc854.00 KYNDRYL HOLDINGS INC
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt032367
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IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0ALEXANDER ROULSTON
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt09214 PARKWOOD COURT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0FORT MYERS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd033908
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum02394728300
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0LEE HEALTH FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 2218
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0FORT MYERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd033902
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
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/AppliedToCurrentYearAmt011000
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt032367
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt021367
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0298179
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt030000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt058050
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt051265
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt035750
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt021367
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt014383
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0437494
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0298179
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt030000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt058050
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt051265
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt011000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0451877
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0473244
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1SANIBEL CAPTIVA TRUST FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2ADMINISTRATIVE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt03762
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1186
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03762
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1186
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0256
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0COST BASIS ADJUSTMENTS
TaxesSchedule/TaxesDetail/Amt0187
TaxesSchedule/TaxesDetail/Amt14132
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0187
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ALEXANDER W ROULSTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02394320985
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE EILEEN & LEX ROULSTON
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0EILE
ReturnHeader/Filer/EIN0206119191
ReturnHeader/Filer/PhoneNum02394728300
ReturnHeader/Filer/USAddress/AddressLine1Txt09214 PARKWOOD COURT
ReturnHeader/Filer/USAddress/CityNm0FORT MYERS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033908
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0592309183
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HUGHES SNELL & CO PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01470 ROYAL PALM SQUARE BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FORT MYERS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0339191082
ReturnHeader/PreparerPersonGrp/PhoneNum02399392233
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATTI R HARDIN
ReturnHeader/ReturnTs02022-05-20T15:52:37-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ALEXANDER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ROULSTON
ReturnHeader/TaxPeriodBeginDt02021-02-01
ReturnHeader/TaxPeriodEndDt02022-01-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
2022Detailed filing. Detailed filing data is available for this year.$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