Civic Intelligence

The Mattei-Rothschild Foundation Inc

990PF • Fiscal year 2022 • EIN 47-4814708

Jan 01, 2022 to Dec 31, 2022 • Filed on May 08, 2023

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

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

94th percentile

78%

Higher net margin than 94% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

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.

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

75th percentile

19%

Faster asset growth than 75% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

98th percentile

2208%

Faster revenue growth than 98% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$275,047

Up $44,122 (+19%) from 2021

Net Assets

Up

$275,047

Up $44,122 (+19%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin94th percentile

Revenue

Up

$137,596

Up $131,634 (+2208%) from 2021

Expenses

Down

$30,576

Down $111,928 (-79%) from 2021

Net Income

Up

$107,020

Up $243,562 (+178%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth75th 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

2022

Assets$275,047
Liabilities$0
Net Assets$275,047
Open 2022 Filing

Operations Trend

Revenue Growth98th 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

2022

Revenue$137,596
Expenses$30,576
Net Income$107,020
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 8, 2023
Return Version
2022v5.0
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
2023-05-08
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 Appendix358 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: 1/6/22DESCRIPTION OF PROPERTY: 22 SHARES OF SPDR S&P 500 ETFBOOK VALUE OF PROPERTY: $4,134METHOD USED TO CALCULATE BOOK VALUE: QUOTED MARKET PRICEMETHOD USED TO DETERMINE FAIR VALUE: QUOTED MARKET PRICE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3THE MEDICAL COLLEGE OF WISCONSIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4UNIVERSITY OF KENTUCKY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5VANDERBILT UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0SYNAGOGUE - PUBLIC C
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3SCHOOL - PUBLIC CHAR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PUBLIC UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5SCHOOL - 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/RecipientRelationshipTxt5N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02401 WOODBOURNE AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11630 PORTAGE PASS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt23600 DUTCHMANS LANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt38701 WATERTOWN PLANK ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4STURGILL PHILANTHROPY BUILDING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt52201 WEST END AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LOUISVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1DEERFIELD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2LOUISVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4LEXINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5NASHVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd040205
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd160015
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd240205
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd3532263548
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd440506
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd537235
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt029310
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/AppliedToCurrentYearAmt030576
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt032515
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt01939
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0109983
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt040614
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt011309
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt096914
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt01939
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt094975
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0161906
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0109983
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt040614
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt011309
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt030576
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0256881
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0258820
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0ARMAND H AND MARYLEE A ROTHSCHILD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0PO BOX 62
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0GLENVIEW
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0KY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd040025
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0130089
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0115089
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0245 SHARES OF SPDR S&P 500 ETF
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02022-01-12
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt069059
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0DIFFERENCE BETWEEN COST AND FAIR VALUE OF SECURITIES RECEIVED
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0PO BOX
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt066
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt066
OtherIncreasesSchedule/OtherIncreasesDetail/Amt06161
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0DIFFERENCE BETWEEN COST AND FAIR VALUE OF SECURITIES GRANTED
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARYLEE ROTHSCHILD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05024269660
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-08
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/IRSResponsiblePrtyInfoCurrInd00
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/PreparationDt02023-05-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTINE N KOENIG
ReturnHeader/ReturnTs02023-05-08T15:02:07-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARYLEE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ROTHSCHILD
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$275,047
Liabilities
$0
Net assets
$275,047
Revenue
$137,596
Expenses
$30,576
Net income
$107,020
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