Civic Intelligence

The Mattei-Rothschild Foundation Inc

990PF • Fiscal year 2021 • EIN 47-4814708

Jan 01, 2021 to Dec 31, 2021 • Filed on Mar 24, 2022

Organization Profile
PO Box 62Glenview, KY 40025

(502) 426-9660

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

2nd percentile

-2290%

Higher net margin than 2% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

19th percentile

-17%

Faster asset growth than 19% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

35th percentile

-13%

Faster revenue growth than 35% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$230,925

Down $45,945 (-17%) from 2020

Net Assets

Down

$230,925

Down $45,945 (-17%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin2nd percentile

Revenue

Down

$5,962

Down $860 (-13%) from 2020

Expenses

Up

$142,504

Up $72,361 (+103%) from 2020

Net Income

Down

-$136,542

Down $73,221 (-116%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

$400K$300K$200K$100K$0Assets 2015: $368,105Liabilities 2015: $02015Assets 2019: $300,096Liabilities 2019: $0Net Assets 2019: $300,0962019Assets 2020: $276,870Liabilities 2020: $0Net Assets 2020: $276,8702020Assets 2021: $230,925Liabilities 2021: $0Net Assets 2021: $230,9252021Assets 2022: $275,047Liabilities 2022: $0Net Assets 2022: $275,0472022Assets 2023: $281,439Liabilities 2023: $0Net Assets 2023: $281,4392023Assets 2024: $285,751Liabilities 2024: $0Net Assets 2024: $285,7512024

Highlighted filing

2021

Assets$230,925
Liabilities$0
Net Assets$230,925
Open 2021 Filing

Operations Trend

Revenue Growth35th percentile

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

$800K$600K$400K$200K$0-$200KRevenue 2015: $606,826Expenses 2015: $6,474Net Income 2015: $600,3522015Revenue 2019: $11,687Expenses 2019: $36,761Net Income 2019: -$25,0742019Revenue 2020: $6,822Expenses 2020: $70,143Net Income 2020: -$63,3212020Revenue 2021: $5,962Expenses 2021: $142,504Net Income 2021: -$136,5422021Revenue 2022: $137,596Expenses 2022: $30,576Net Income 2022: $107,0202022Revenue 2023: $109,258Expenses 2023: $200,057Net Income 2023: -$90,7992023Revenue 2024: $272,920Expenses 2024: $98,949Net Income 2024: $173,9712024

Highlighted filing

2021

Revenue$5,962
Expenses$142,504
Net Income-$136,542
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Mar 24, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARYLEE ROTHSCHILD MDPresident-$0--
ARMAND ROTHSCHILD MDVice President-$0--
NATHAN ROTHSCHILDTreasurer-$0--
DANIEL ROTHSCHILD MDSecretary-$0--
Filing and Contact Details

Filer

Filer Name
The Mattei-rothschild Foundation Inc
EIN
47-4814708
Phone
5024269660
Address
PO BOX 62, GLENVIEW, KY 40025

Signing Officer

Name
Marylee Rothschild
Title
President
Phone
5024269660
Signed
2022-03-24
Discuss with paid preparer
Yes

Preparer

Firm
Deming Malone Livesay & Ostroff Psc
Address
9300 SHELBYVILLE RD STE 1100, LOUISVILLE, KY 40222-5187
Preparer
Christine N Koenig
Phone
5024269660
Raw XML Appendix334 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3SCHOLARSHIP FUNDNON-CASH DONATIONDATE OF GIFT: 5/17/2021DESCRIPTION OF PROPERTY: 154 SHARES OF INVESCO QQQBOOK VALUE OF PROPERTY: $15,581METHOD USED TO CALCULATE BOOK VALUE: QUOTED MARKET PRICEMETHOD USED TO DETERMINE FAIR VALUE: QUOTED MARKET PRICENON-CASH DONATIONDATE OF GIFT: 5/17/2021DESCRIPTION OF PROPERTY: 25 SHARES OF INVESCO SPYBOOK VALUE OF PROPERTY: $4,698METHOD USED TO CALCULATE BOOK VALUE: QUOTED MARKET PRICEMETHOD USED TO DETERMINE FAIR VALUE: QUOTED MARKET PRICECASH DONATION: $782
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4SCHOLARSHIP FUNDNON-CASH DONATIONDATE OF GIFT: 5/06/2021DESCRIPTION OF PROPERTY: 230 SHARES OF INVESCO QQQBOOK VALUE OF PROPERTY: $23,270METHOD USED TO CALCULATE BOOK VALUE: QUOTED MARKET PRICEMETHOD USED TO DETERMINE FAIR VALUE: QUOTED MARKET PRICECASH DONATION: $5,000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3UNIVERSITY OF KENTUCKY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4VANDERBILT UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PUBLIC UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4SCHOOL - PUBLIC CHAR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 39111
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 20637
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt23600 DUTCHMANS LANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3STURGILL PHILANTHROPY BUILDING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt42201 WEST END AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CHICAGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1FERNDALE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2LOUISVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3LEXINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4NASHVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd060639
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd148220
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd240205
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd340506
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd437235
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0141327
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt032521
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt032521
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt040614
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt011309
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt096914
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt021339
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt021339
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0258820
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0109983
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt040614
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt011309
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt096914
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0142504
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0109983
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0280159
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0170176
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0PO BOX
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt062
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt062
OtherIncreasesSchedule/OtherIncreasesDetail/Amt090597
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0DIFFERENCE BETWEEN COST AND FAIR VALUE OF SECURITIES GRANTED
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARYLEE ROTHSCHILD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05024269660
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-03-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE MATTEI-ROTHSCHILD FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0MATT
ReturnHeader/Filer/EIN0474814708
ReturnHeader/Filer/PhoneNum05024269660
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 62
ReturnHeader/Filer/USAddress/CityNm0GLENVIEW
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd040025
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0611064249
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DEMING MALONE LIVESAY & OSTROFF PSC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09300 SHELBYVILLE RD STE 1100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOUISVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0402225187
ReturnHeader/PreparerPersonGrp/PhoneNum05024269660
ReturnHeader/PreparerPersonGrp/PreparationDt02022-03-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTINE N KOENIG
ReturnHeader/ReturnTs02022-03-28T12:34:51-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARYLEE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ROTHSCHILD
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$230,925
Liabilities
$0
Net assets
$230,925
Revenue
$5,962
Expenses
$142,504
Net income
-$136,542
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$2.86$0.00$2.86$2.73$0.99$1.74
2023Detailed filing. Detailed filing data is available for this year.$2.81$0.00$2.81$1.09$2.00$0.91
2022Detailed filing. Detailed filing data is available for this year.$2.75$0.00$2.75$1.38$0.31$1.07
2021Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$0.06$1.43$1.37
2020Detailed filing. Detailed filing data is available for this year.$2.77$0.00$2.77$0.07$0.70$0.63
2019Detailed filing. Detailed filing data is available for this year.$3.00$0.00$3.00$0.12$0.37$0.25
2015Summary only. Only limited summary data is available for this year.$3.68$0.00$6.07$0.06$6.00