Civic Intelligence

Fox & Roach-Trident Charities

990 • Fiscal year 2019 • EIN 23-2823013

Jan 01, 2019 to Dec 31, 2019

Downingtown, PA
Siviq Scores

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

Liabilities / Assets

77th percentile

0.27x

Higher debt load relative to assets than 77% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

49th percentile

0.03x

Higher debt load relative to revenue than 49% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

28th percentile

-4.5%

Higher net margin than 28% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2019

Asset Growth

1st percentile

-86%

Faster asset growth than 1% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

36th percentile

-2.2%

Faster revenue growth than 36% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Assets

Down

$56,292

Down $343,515 (-86%) from 2018

Net Assets

Down

$41,292

Down $24,690 (-37%) from 2018

Liabilities

Down

$15,000

Down $318,825 (-96%) from 2018

Revenue

Down

$548,512

Down $12,380 (-2.2%) from 2018

Expenses

Up

$573,202

Up $14,768 (+2.6%) from 2018

Net Income

Down

-$24,690

Down $27,148 (-1104%) from 2018

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $98,339Liabilities 2011: $0Net Assets 2011: $98,3392011Assets 2012: $140,405Liabilities 2012: $0Net Assets 2012: $140,4052012Assets 2013: $186,380Liabilities 2013: $0Net Assets 2013: $186,3802013Assets 2014: $103,159Liabilities 2014: $0Net Assets 2014: $103,1592014Assets 2015: $27,600Liabilities 2015: $5,278Net Assets 2015: $22,3222015Assets 2016: $53,005Liabilities 2016: $0Net Assets 2016: $53,0052016Assets 2017: $63,524Liabilities 2017: $0Net Assets 2017: $63,5242017Assets 2018: $399,807Liabilities 2018: $333,825Net Assets 2018: $65,9822018Assets 2019: $56,292Liabilities 2019: $15,000Net Assets 2019: $41,2922019Assets 2020: $74,703Liabilities 2020: $0Net Assets 2020: $74,7032020Assets 2021: $44,058Liabilities 2021: $0Net Assets 2021: $44,0582021Assets 2022: $31,665Liabilities 2022: $0Net Assets 2022: $31,6652022Assets 2023: $43,919Liabilities 2023: $0Net Assets 2023: $43,9192023Assets 2024: $62,851Liabilities 2024: $0Net Assets 2024: $62,8512024

Highlighted filing

2019

Assets$56,292
Liabilities$15,000
Net Assets$41,292

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2011: $162,3452011Revenue 2012: $215,526Expenses 2012: $173,460Net Income 2012: $42,0662012Revenue 2013: $230,645Expenses 2013: $188,670Net Income 2013: $41,9752013Revenue 2014: $306,002Expenses 2014: $389,223Net Income 2014: -$83,2212014Revenue 2015: $352,897Expenses 2015: $433,734Net Income 2015: -$80,8372015Revenue 2016: $382,213Expenses 2016: $351,530Net Income 2016: $30,6832016Revenue 2017: $513,542Expenses 2017: $503,023Net Income 2017: $10,5192017Revenue 2018: $560,892Expenses 2018: $558,434Net Income 2018: $2,4582018Revenue 2019: $548,512Expenses 2019: $573,202Net Income 2019: -$24,6902019Revenue 2020: $448,646Expenses 2020: $415,235Net Income 2020: $33,4112020Revenue 2021: $529,624Expenses 2021: $560,269Net Income 2021: -$30,6452021Revenue 2022: $440,776Expenses 2022: $453,169Net Income 2022: -$12,3932022Revenue 2023: $231,995Expenses 2023: $219,741Net Income 2023: $12,2542023Revenue 2024: $325,955Expenses 2024: $307,023Net Income 2024: $18,9322024

Highlighted filing

2019

Revenue$548,512
Expenses$573,202
Net Income-$24,690
Filing Detail Status

This 2019 filing currently has summary financial data only. Detailed schedules, leadership, and program rows are not available for this filing yet.

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Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Mission and Program Overview

Mission

Fox & roach/trident charities (the organization) is a charitable fund that was established by fox & roach/trident limited partnership (the company) in 1995. The organization's mission is to aid children and families in stressful life circumstances. The organization collects voluntary contributions from sales associates and employees of the company, and the company has historically matched some of those contributions, subject to certain limits. The organization uses contributions received by making grants to other 501(c)(3) organizations in the tri-state area. The organization emphasizes support for smaller organizations providing services at the grass roots level, which aims to improve the quality of children's lives and help with housing needs. The organization also endeavors to aid in mobilizing community volunteers to aid such organizations in providing such services.

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$3.26$3.07$0.19
2023Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$2.32$2.20$0.12
2022Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$4.41$4.53$0.12
2021Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$5.30$5.60$0.31
2020Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$4.49$4.15$0.33
2019Summary only. Only limited summary data is available for this year.$0.56$0.15$0.41$5.49$5.73$0.25
2018Summary only. Only limited summary data is available for this year.$4.00$3.34$0.66$5.61$5.58$0.02
2017Summary only. Only limited summary data is available for this year.$0.64$0.00$0.64$5.14$5.03$0.11
2016Summary only. Only limited summary data is available for this year.$0.53$0.00$0.53$3.82$3.52$0.31
2015Summary only. Only limited summary data is available for this year.$0.28$0.05$0.22$3.53$4.34$0.81
2014Summary only. Only limited summary data is available for this year.$1.03$0.00$1.03$3.06$3.89$0.83
2013Summary only. Only limited summary data is available for this year.$1.86$0.00$1.86$2.31$1.89$0.42
2012Summary only. Only limited summary data is available for this year.$1.40$0.00$1.40$2.16$1.73$0.42
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.98$0.00$0.98$1.62