Civic Intelligence

The Rountree Family Foundation

EIN 30-6384342 • Rosemary Beach, FL

PO Box 611291Rosemary Beach, FL 32413
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

19th percentile

-37%

Higher net margin than 19% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

<$500k nonprofits • Source year 2025

Asset Growth

41st percentile

-8.1%

Faster asset growth than 41% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

84th percentile

52%

Faster revenue growth than 84% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$286,889

Down $25,122 (-8.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$286,889

Down $25,122 (-8.1%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin19th percentile

Revenue

Up

$67,177

Up $23,054 (+52%) from 2023

Expenses

Up

$92,299

Up $52,218 (+130%) from 2023

Net Income

Down

-$25,122

Down $29,164 (-722%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth41st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2017: $493,294Liabilities 2017: $0Net Assets 2017: $493,2942017Assets 2018: $462,273Liabilities 2018: $0Net Assets 2018: $462,2732018Assets 2019: $470,411Liabilities 2019: $0Net Assets 2019: $470,4112019Assets 2020: $379,575Liabilities 2020: $0Net Assets 2020: $379,5752020Assets 2021: $343,781Liabilities 2021: $0Net Assets 2021: $343,7812021Assets 2022: $311,469Liabilities 2022: $3,500Net Assets 2022: $307,9692022Assets 2023: $312,011Liabilities 2023: $0Net Assets 2023: $312,0112023Assets 2024: $286,889Liabilities 2024: $0Net Assets 2024: $286,8892024

Highlighted filing

2024

Assets$286,889
Liabilities$0
Net Assets$286,889
Open 2024 Filing

Operations Trend

Revenue Growth84th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50K-$100KRevenue 2017: $10,147Expenses 2017: $52,123Net Income 2017: -$41,9762017Revenue 2018: $5,305Expenses 2018: $36,326Net Income 2018: -$31,0212018Revenue 2019: $24,666Expenses 2019: $16,528Net Income 2019: $8,1382019Revenue 2020: $4,972Expenses 2020: $95,808Net Income 2020: -$90,8362020Revenue 2021: $22,845Expenses 2021: $58,639Net Income 2021: -$35,7942021Revenue 2022: $42,250Expenses 2022: $78,062Net Income 2022: -$35,8122022Revenue 2023: $44,123Expenses 2023: $40,081Net Income 2023: $4,0422023Revenue 2024: $67,177Expenses 2024: $92,299Net Income 2024: -$25,1222024

Highlighted filing

2024

Revenue$67,177
Expenses$92,299
Net Income-$25,122
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$286,889
Liabilities
$0
Net assets
$286,889
Revenue
$67,177
Expenses
$92,299
Net income
-$25,122
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.87$0.00$2.87$0.67$0.92$0.25
2023Detailed filing. Detailed filing data is available for this year.$3.12$0.00$3.12$0.44$0.40$0.04
2022Detailed filing. Detailed filing data is available for this year.$3.11$0.04$3.08$0.42$0.78$0.36
2021Detailed filing. Detailed filing data is available for this year.$3.44$0.00$3.44$0.23$0.59$0.36
2020Detailed filing. Detailed filing data is available for this year.$3.80$0.00$3.80$0.05$0.96$0.91
2019Detailed filing. Detailed filing data is available for this year.$4.70$0.00$4.70$0.25$0.17$0.08
2018Detailed filing. Detailed filing data is available for this year.$4.62$0.00$4.62$0.05$0.36$0.31
2017Detailed filing. Detailed filing data is available for this year.$4.93$0.00$4.93$0.10$0.52$0.42
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 3, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DON C ROUNTREETrustee-$0--
NEVA D ROUNTREETrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Rountree Family Foundation
EIN
30-6384342
Phone
4044024810
Address
PO BOX 611291, ROSEMARY BEACH, FL 32413

Signing Officer

Name
Neva D Rountree
Title
Trustee
Phone
4044024810
Signed
2025-03-03

Preparer

Firm
Bales CPA Pc
Address
5425 PEACHTREE PARKWAY, PEACHTREE CORNERS, GA 30092
Preparer
G Marvin Bales CPA Cfp
Phone
4048092000
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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/RecipientUSAddress/CityNm4SANDY SPRINGS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5SEASIDE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6CARTERSVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd030120
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd130350
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd230305
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd387501
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd430328
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd532459
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd630120
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt086406
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/AppliedToCurrentYearAmt031273
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt031273
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt08367
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt041602
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt020680
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt062832
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0188614
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt055133
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt08367
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt041602
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt020680
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt062832
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt086406
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt055133
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0188614
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0133481
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT ADVISORY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt03281
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt136
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03281
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt136
OtherIncomeSchedule2/OtherIncomeDetail/Desc0UNREALIZED GAIN-DONATED STOCK
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt030432
TaxesSchedule/TaxesDetail/Amt076
TaxesSchedule/TaxesDetail/CategoryTxt0INCOME TAX
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0NEVA D ROUNTREE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04044024810
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ROUNTREE FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROUN
ReturnHeader/Filer/EIN0306384342
ReturnHeader/Filer/PhoneNum04044024810
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 611291
ReturnHeader/Filer/USAddress/CityNm0ROSEMARY BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032413
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0562114942
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BALES CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05425 PEACHTREE PARKWAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PEACHTREE CORNERS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030092
ReturnHeader/PreparerPersonGrp/PhoneNum04048092000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-03-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0G MARVIN BALES CPA CFP
ReturnHeader/ReturnTs02025-03-24T16:27:27-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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