Civic Intelligence

Roddick Fund

990PF • Fiscal year 2019 • EIN 34-6793439

Jan 01, 2019 to Dec 31, 2019 • Filed on May 06, 2020

Organization Profile
368 Mentor AvenuePainesville, OH 44077

(440) 352-0562

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Net Margin

4th percentile

-154%

Higher net margin than 4% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Balance Sheet
Liabilities / Assets38th percentile

Assets

$792,081

No earlier filing loaded for comparison.

Net Assets

$792,081

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin4th percentile

Revenue

$23,593

No earlier filing loaded for comparison.

Expenses

$59,985

No earlier filing loaded for comparison.

Net Income

-$36,392

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$1.0M$500K$0Assets 2019: $792,081Liabilities 2019: $0Net Assets 2019: $792,0812019Assets 2020: $793,482Liabilities 2020: $0Net Assets 2020: $793,4822020Assets 2021: $813,590Liabilities 2021: $0Net Assets 2021: $813,5902021Assets 2022: $768,618Liabilities 2022: $0Net Assets 2022: $768,6182022Assets 2024: $746,325Liabilities 2024: $0Net Assets 2024: $746,3252024

Highlighted filing

2019

Assets$792,081
Liabilities$0
Net Assets$792,081
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KRevenue 2019: $23,593Expenses 2019: $59,985Net Income 2019: -$36,3922019Revenue 2020: $56,605Expenses 2020: $58,136Net Income 2020: -$1,5312020Revenue 2021: $83,609Expenses 2021: $63,502Net Income 2021: $20,1072021Revenue 2022: $24,281Expenses 2022: $69,253Net Income 2022: -$44,9722022Revenue 2024: $57,091Expenses 2024: $69,845Net Income 2024: -$12,7542024

Highlighted filing

2019

Revenue$23,593
Expenses$59,985
Net Income-$36,392
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 6, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Richard JohnsonPresident-$0--
Shirley GreenVice Pres-$0--
Joanne GurleySecretary-$0--
Karen GrippiTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Roddick Fund
EIN
34-6793439
Address
368 Mentor Avenue, Painesville, OH 44077

Signing Officer

Name
Karen Grippi
Title
treasurer
Phone
4403525408
Signed
2020-05-06
Discuss with paid preparer
Yes

Preparer

Firm
Associates CPA Inc
Address
9930 Johnnycake Ridge Rd Suite 1C, Concord, OH 44060
Preparer
Elizabeth Baitt
Phone
4403520562
Raw XML Appendix356 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.

Path#Value
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0328015
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0436218
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0EQUITIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0453862
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0MUTUAL FUNDS
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01520
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-36392
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0CELGENE CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CELGENE CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CHASE 02049 NONCOVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3CHASE 02049
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4CHASE 02049
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5CAPITAL GAINS DISTRIBUTIONS
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12019-11-21
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Richard Johnson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Shirley Green
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Joanne Gurley
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Karen Grippi
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Vice Pres
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0390 Mentor Ave
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1179 Pearl Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2104 Levan Drive
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3228 W Washington Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Painesville
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IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0Karen Grippi
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0228 W Washington Street
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Painesville
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd044077
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OH
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum04403520562
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0Grants to 61 Painesville OH area students for higher education
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0LAKE COUNTY HISTORICAL CENTER
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt043500
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt03672
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses3Amt00
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses4Amt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0Letter of Request Grants open to 44077 zip code, charitable organizations or educational institutions
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Any officer Part 8
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum04403520562
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0368 MENTOR AVENUE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0PAINESVILLE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd044077
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0Open to high school students in the 44077 zip code, scholarships for college.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0Scholarship bids due 41
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt047172
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIP CONTRIBUTIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SEE ATTACHED SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0368 MENTOR AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Painesville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd044077
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0None
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt047172
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/ExcessDistributionCyovYr1Amt050418
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt048605
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt058335
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt040894
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt059968
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt059968
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0245424
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt047172
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt050418
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt048605
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt058335
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt040894
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt047172
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt047172
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0305392
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0258220
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Management Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Foreign taxes paid
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt010251
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1318
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt256
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010251
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1318
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt256
OtherIncreasesSchedule/OtherIncreasesDetail/Amt08302
OtherIncreasesSchedule/OtherIncreasesDetail/Amt11
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0TAX EXEMPT INTEREST
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1ROUNDING
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/Amt0200
TaxesSchedule/TaxesDetail/Amt1467
TaxesSchedule/TaxesDetail/CategoryTxt0OHIO FILING FEE
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL INCOME TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0200
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1467
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Karen Grippi
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum04403525408
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Roddick Fund
ReturnHeader/Filer/BusinessNameControlTxt0RODD
ReturnHeader/Filer/EIN0346793439
ReturnHeader/Filer/USAddress/AddressLine1Txt0368 Mentor Avenue
ReturnHeader/Filer/USAddress/CityNm0Painesville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044077
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId01693DC4D3F464A2E029B1072C05882043B07428B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId01693DC4D3F464A2E029B1072C05882043B07428B
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId03417752020134asvtt0g
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-05-13
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt065.27.168.185
ReturnHeader/FilingSecurityInformation/IPDt02020-05-13
ReturnHeader/FilingSecurityInformation/IPTm015:37:12
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203780120
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ASSOCIATES CPA INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09930 Johnnycake Ridge Rd Suite 1C
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Concord
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044060
ReturnHeader/PreparerPersonGrp/PhoneNum04403520562
ReturnHeader/PreparerPersonGrp/PreparationDt02020-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELIZABETH BAITT
ReturnHeader/ReturnTs02020-05-13T15:37:44-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$792,081
Liabilities
$0
Net assets
$792,081
Revenue
$23,593
Expenses
$59,985
Net income
-$36,392
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.46$0.00$7.46$0.57$0.70$0.13
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.69$0.00$7.69$0.24$0.69$0.45
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.14$0.00$8.14$0.84$0.64$0.20
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.93$0.00$7.93$0.57$0.58$0.02
2019Detailed filing. Detailed filing data is available for this year.$7.92$0.00$7.92$0.24$0.60$0.36