Civic Intelligence

Roddick Fund

990PF • Fiscal year 2023 • EIN 34-6793439

Jan 01, 2023 to Dec 31, 2023 • Filed on May 06, 2024

Organization Profile
616 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

40th percentile

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

40th percentile

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Net Margin

23rd percentile

-18%

Higher net margin than 23% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

57th percentile

$0

Higher top officer pay than 57% of similar nonprofits.

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Asset Growth

39th percentile

-1.2%

Faster asset growth than 39% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

91st percentile

121%

Faster revenue growth than 91% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets40th percentile

Assets

Down

$759,079

Down $9,539 (-1.2%) from 2022

Net Assets

Down

$759,079

Down $9,539 (-1.2%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin23rd percentile

Revenue

Up

$53,631

Up $29,350 (+121%) from 2022

Expenses

Down

$63,170

Down $6,083 (-8.8%) from 2022

Net Income

Up

-$9,539

Up $35,433 (+79%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$1.0M$500K$0Assets 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 2023: $759,079Liabilities 2023: $0Net Assets 2023: $759,0792023Assets 2024: $746,325Liabilities 2024: $0Net Assets 2024: $746,3252024

Highlighted filing

2023

Assets$759,079
Liabilities$0
Net Assets$759,079
Open 2023 Filing

Operations Trend

Revenue Growth91st percentile

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

$100K$50K$0-$50KRevenue 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 2023: $53,631Expenses 2023: $63,170Net Income 2023: -$9,5392023Revenue 2024: $57,091Expenses 2024: $69,845Net Income 2024: -$12,7542024

Highlighted filing

2023

Revenue$53,631
Expenses$63,170
Net Income-$9,539
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 6, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ray DeLaMottePresident-$0--
Barbara BrittSecretary-$0--
David PierceTrustee-$0--
Karen GrippiTreasurerPT$0--
Joanne GurleyTrustee-$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
Karen Grippi
Title
Treasurer
Phone
4403525408
Signed
2024-05-06
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 Appendix335 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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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01520
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0JPMORGAN CHASE 02049
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2JPMORGAN CHASE CAPITAL GAIN DISTRIB
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12023-12-31
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Ray DeLaMotte
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Barbara Britt
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2David Pierce
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Karen Grippi
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Joanne Gurley
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0616 Mentor Aveneu
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1900 Bank Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt27300 Pine Hill Road
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3228 W Washington Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4104 Levan Drive
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Painesville
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Painesville
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Painesville
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3Painesville
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3OH
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IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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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
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OH
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum04403763960
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0Grants to 29 Painesville OH area students for higher education
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0LAKE COUNTY HISTORICAL SOCIETY
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt044500
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt06250
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/RecipientPhoneNum04403763960
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0616 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
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IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt050750
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt055860
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt282
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TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL INCOME TAX
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TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0KAREN GRIPPI
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ReturnHeader/BusinessOfficerGrp/PhoneNum04403525408
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Roddick Fund
ReturnHeader/Filer/BusinessNameControlTxt0RODD
ReturnHeader/Filer/EIN0346793439
ReturnHeader/Filer/USAddress/AddressLine1Txt0616 Mentor Avenue
ReturnHeader/Filer/USAddress/CityNm0Painesville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203780120
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ASSOCIATES CPA INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09930 Johnnycake Ridge Rd Suite 1C
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ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELIZABETH BAITT
ReturnHeader/ReturnTs02024-05-02T12:48:21-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KAREN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GRIPPI
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$759,079
Liabilities
$0
Net assets
$759,079
Revenue
$53,631
Expenses
$63,170
Net income
-$9,539
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
2023Detailed filing. Detailed filing data is available for this year.$7.59$0.00$7.59$0.54$0.63$0.10
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