Civic Intelligence

Lois Wersba Roth Endowment

990 • Fiscal year 2023 • EIN 52-1479918

Jul 01, 2022 to Jun 30, 2023 • Filed on May 13, 2024

Organization ProfileWWW.LOISROTHFOUNDATION.ORG
PO Box 33968Washington, DC 20033

(202) 810-3806

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$969,657

Flat from 2023

Net Assets

Flat

$969,657

Flat from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses

Revenue

Flat

$132,748

Flat from 2023

Expenses

Flat

$57,268

Flat from 2023

Net Income

Flat

$75,480

Flat from 2023

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $678,462Liabilities 2011: $0Net Assets 2011: $678,4622011Assets 2012: $644,541Liabilities 2012: $0Net Assets 2012: $644,5412012Assets 2013: $622,245Liabilities 2013: $0Net Assets 2013: $622,2452013Assets 2014: $619,534Liabilities 2014: $0Net Assets 2014: $619,5342014Assets 2015: $617,243Liabilities 2015: $0Net Assets 2015: $617,2432015Assets 2016: $585,183Liabilities 2016: $0Net Assets 2016: $585,1832016Assets 2017: $784,718Liabilities 2017: $0Net Assets 2017: $784,7182017Assets 2018: $821,821Liabilities 2018: $0Net Assets 2018: $821,8212018Assets 2019: $819,995Liabilities 2019: $0Net Assets 2019: $819,9952019Assets 2020: $829,257Liabilities 2020: $0Net Assets 2020: $829,2572020Assets 2021: $1,005,224Liabilities 2021: $0Net Assets 2021: $1,005,2242021Assets 2022: $859,492Liabilities 2022: $0Net Assets 2022: $859,4922022Assets 2023: $969,657Liabilities 2023: $0Net Assets 2023: $969,6572023Assets 2023: $969,657Liabilities 2023: $0Net Assets 2023: $969,6572023Assets 2024: $1,045,464Liabilities 2024: $0Net Assets 2024: $1,045,4642024

Highlighted filing

2023

Assets$969,657
Liabilities$0
Net Assets$969,657
Open 2023 Filing

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $45,443Expenses 2011: $43,429Net Income 2011: $2,0142011Expenses 2012: $78,6352012Expenses 2013: $57,8232013Revenue 2014: $67,717Expenses 2014: $46,374Net Income 2014: $21,3432014Revenue 2015: $72,088Expenses 2015: $49,645Net Income 2015: $22,4432015Revenue 2016: $54,816Expenses 2016: $57,846Net Income 2016: -$3,0302016Revenue 2017: $70,101Expenses 2017: $58,728Net Income 2017: $11,3732017Revenue 2018: $89,922Expenses 2018: $39,304Net Income 2018: $50,6182018Revenue 2019: $71,286Expenses 2019: $61,419Net Income 2019: $9,8672019Revenue 2020: $48,090Expenses 2020: $50,342Net Income 2020: -$2,2522020Revenue 2021: $77,162Expenses 2021: $35,094Net Income 2021: $42,0682021Revenue 2022: $99,827Expenses 2022: $49,604Net Income 2022: $50,2232022Revenue 2023: $132,748Expenses 2023: $57,268Net Income 2023: $75,4802023Revenue 2023: $132,748Expenses 2023: $57,268Net Income 2023: $75,4802023Revenue 2024: $86,050Expenses 2024: $64,054Net Income 2024: $21,9962024

Highlighted filing

2023

Revenue$132,748
Expenses$57,268
Net Income$75,480
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 13, 2024
Return Version
2022v5.0
Gross Receipts
$166,130
Mission and Program Overview

Mission

Awards, project support and sponsored programs build on close collaborations with a wide range of non-profit organizations. The lois roth endowment offers annual support for 1) young scholars and artists (primarily fulbright grantees) in many countries, 2) awards for excellence in literary translation, 3) co-sponsored international programs, including in honor of senator j william fulbright, 4) professional excellence awards for employees of the bureau of educational and cultural affairs (us state department).

Foster cross-cultural dialogue through fulbright & academic collaborations, awards for excellence in cultural diplomacy, and awards and support for literature & translation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$777,673$829,222▲ $51,549
Cash and Non-Interest-Bearing Accounts$81,819$140,435▲ $58,616
Total Assets$859,492$969,657▲ $110,165
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$859,492$969,657▲ $110,165
Total Net Assets Fund Balance$859,492$969,657▲ $110,165
Total Liabilities and Net Assets / Fund Balance$859,492$969,657▲ $110,165
Compensation and Service Providers

Board Members and Trustees

NameTitle
Skyler J Arndt-briggsChair, Treas
Brett BerlinerDirector
Deborah E DuboisDirector
Katheryne WalkerDirector
Lisa HellingDirector
Marti EstellDirector
William Alvarado RiveraDirector
Anne V BarbaroSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$93,657
Program Service Revenue
$0
Investment Income
$39,091
Other Revenue
$0
All Other Contributions
$93,657
Change in Net Assets
$75,480
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$39,800
Other Expenses$17,468
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Foreign Grants$22,000--$22,000
Grants to Domestic Individuals$16,500--$16,500
Fees for Service Investment Mgmnt Fees-$6,840-$6,840
Office Expenses$2,215$837-$3,052
Fees for Services Accounting-$2,240-$2,240
Information Technology-$1,478-$1,478
Grants to Domestic Orgs$1,300--$1,300
Fees for Services Management-$1,069-$1,069
Travel$994$75-$1,069
Insurance-$1,017-$1,017
Fees for Services Other-$450-$450
Other Expenses$13$40-$13
Total Functional Expenses$43,022$14,246$0$57,268
International Activity

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
EuropeGrants/awardsAwards and Grants---
Middle East & North AfricaGrants/awardsAwards and Grants---
East Asia & the PacificGrants/awardsAwards and Grants---
South AmericaGrants/awardsAwards and Grants---
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The 990 is reviewed by the finance committee and provided to all board members before submission each year”

Form 990, Page 6, Part VI, Line 19

“All documents are available to the public upon written request to the foundation's offices”

Filing and Contact Details

Filer

Filer Name
Lois Roth Foundation
EIN
52-1479918
Address
PO BOX 33968, WASHINGTON, DC 20033

Signing Officer

Name
Skyler J Arndt-briggs
Title
Chair, Treasurer
Signed
2024-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Skyler J Arndt-briggs
Formed
1987
Legal Domicile
Dc
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
11

Preparer

Firm
Vta Advisors
Address
10400 EATON PL STE 100, FAIRFAX, VA 22030
Preparer
Margaret H Martinez
Phone
7032184100
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt5NORWAY PROJECT SUPPORT
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc1CASH VALUE
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc2CASH VALUE
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc3CASH VALUE
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc4CASH VALUE
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc5CASH VALUE
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc6CASH VALUE
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST TO THE FOUNDATION'S OFFICES
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ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARGARET H MARTINEZ
ReturnHeader/ReturnTs02024-05-13T12:37:33-04:00
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ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$969,657
Liabilities
$0
Net assets
$969,657
Revenue
$132,748
Expenses
$57,268
Net income
$75,480
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.09$0.06$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.13$0.06$0.08
2023Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.13$0.06$0.08
2022Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.10$0.05$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.08$0.04$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.05$0.05$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.07$0.06$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.09$0.04$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.07$0.06$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$0.05$0.06$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$0.07$0.05$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$0.07$0.05$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.62$0.00$0.62$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.64$0.00$0.64$0.08
2011Summary only. Only limited summary data is available for this year.$0.68$0.00$0.68$0.05$0.04$0.00