Civic Intelligence

Fox & Roach-Trident Charities

990 • Fiscal year 2018 • EIN 23-2823013

Jan 01, 2018 to Dec 31, 2018

Organization ProfileWWW.FOXANDROACHTRIDENTCHARITIES.ORG
Downingtown, PA
Siviq Scores

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

Liabilities / Assets

91st percentile

0.83x

Higher debt load relative to assets than 91% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

87th percentile

0.60x

Higher debt load relative to revenue than 87% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

41st percentile

0.4%

Higher net margin than 41% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

99th percentile

529%

Faster asset growth than 99% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

59th percentile

9.2%

Faster revenue growth than 59% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets91st percentile

Assets

Up

$399,807

Up $336,283 (+529%) from 2017

Net Assets

Up

$65,982

Up $2,458 (+3.9%) from 2017

Liabilities

Up

$333,825

Up $333,825 from 2017

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin41st percentile

Revenue

Up

$560,892

Up $47,350 (+9.2%) from 2017

Expenses

Up

$558,434

Up $55,411 (+11%) from 2017

Net Income

Down

$2,458

Down $8,061 (-77%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth99th percentile

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

2018

Assets$399,807
Liabilities$333,825
Net Assets$65,982
Open 2018 Filing

Operations Trend

Revenue Growth59th percentile

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

2018

Revenue$560,892
Expenses$558,434
Net Income$2,458
Open 2018 Filing
Filing Detail Status

This 2018 filing currently has summary financial data only. Detailed schedules, leadership, and program rows are not available for this filing yet.

View Latest Detailed Filing (2024)
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Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Summary only. Only limited summary data is available for this year.

Open filing
Assets
$399,807
Liabilities
$333,825
Net assets
$65,982
Revenue
$560,892
Expenses
$558,434
Net income
$2,458
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