Civic Intelligence

Roehl Foundation Inc.

990PF • Fiscal year 2013 • EIN 39-6048089

Jul 01, 2012 to Jun 30, 2013

Oconomowoc, WI
Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

30th percentile

0.00x

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Net Margin

16th percentile

-25%

Higher net margin than 16% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

33rd percentile

-1.7%

Faster asset growth than 33% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

14th percentile

-22%

Faster revenue growth than 14% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Assets

Down

$3,085,315

Down $52,127 (-1.7%) from 2012

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2012

Revenue

Down

$207,697

Down $56,974 (-22%) from 2012

Expenses

Down

$259,824

Down $24,423 (-8.6%) from 2012

Net Income

Down

-$52,127

Down $32,551 (-166%) from 2012

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2012: $3,137,442Liabilities 2012: $02012Assets 2013: $3,085,315Liabilities 2013: $02013Assets 2014: $3,106,313Liabilities 2014: $02014Assets 2015: $3,000,480Liabilities 2015: $02015Assets 2016: $3,157,082Liabilities 2016: $02016Assets 2020: $4,445,383Liabilities 2020: $02020Assets 2021: $4,658,741Liabilities 2021: $1Net Assets 2021: $4,658,7412021Assets 2022: $6,628,839Liabilities 2022: $1Net Assets 2022: $6,628,8392022Assets 2023: $6,795,058Liabilities 2023: $1Net Assets 2023: $6,795,0582023Assets 2024: $6,762,800Liabilities 2024: $1Net Assets 2024: $6,762,8002024Assets 2025: $7,073,017Liabilities 2025: $0Net Assets 2025: $7,073,0172025

Highlighted filing

2013

Assets$3,085,315
Liabilities$0
Net Assets-

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2012: $264,671Expenses 2012: $284,247Net Income 2012: -$19,5762012Revenue 2013: $207,697Expenses 2013: $259,824Net Income 2013: -$52,1272013Revenue 2014: $319,443Expenses 2014: $298,445Net Income 2014: $20,9982014Revenue 2015: $217,926Expenses 2015: $323,759Net Income 2015: -$105,8332015Revenue 2016: $462,406Expenses 2016: $305,804Net Income 2016: $156,6022016Revenue 2020: $708,520Expenses 2020: $374,211Net Income 2020: $334,3092020Revenue 2021: $612,592Expenses 2021: $399,234Net Income 2021: $213,3582021Revenue 2022: $2,402,644Expenses 2022: $432,546Net Income 2022: $1,970,0982022Revenue 2023: $650,511Expenses 2023: $484,292Net Income 2023: $166,2192023Revenue 2024: $584,288Expenses 2024: $616,546Net Income 2024: -$32,2582024Revenue 2025: $1,031,022Expenses 2025: $725,805Net Income 2025: $305,2172025

Highlighted filing

2013

Revenue$207,697
Expenses$259,824
Net Income-$52,127
Filing Detail Status

This 2013 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 Period
Jul 1, 2012 to Jun 30, 2013

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