Civic Intelligence

Lois Wersba Roth Endowment

990 • Fiscal year 2014 • EIN 52-1479918

Jul 01, 2013 to Jun 30, 2014 • Filed on Feb 27, 2015

Organization ProfileWWW.ROTHENDOWMENT.ORG
PO Box 3396820033

(202) 810-3806

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

24th percentile

0.00x

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Net Margin

85th percentile

32%

Higher net margin than 85% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Asset Growth

40th percentile

-0.4%

Faster asset growth than 40% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

66th percentile

14%

Faster revenue growth than 66% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2011 to 2014

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$619,534

Down $2,711 (-0.4%) from 2013

Net Assets

Down

$619,534

Down $2,711 (-0.4%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin85th percentile

Revenue

$67,717

No earlier filing loaded for comparison.

Expenses

Down

$46,374

Down $11,449 (-20%) from 2013

Net Income

$21,343

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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 2024: $1,045,464Liabilities 2024: $0Net Assets 2024: $1,045,4642024

Highlighted filing

2014

Assets$619,534
Liabilities$0
Net Assets$619,534
Open 2014 Filing

Operations Trend

Revenue Growth66th percentile

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 2024: $86,050Expenses 2024: $64,054Net Income 2024: $21,9962024

Highlighted filing

2014

Revenue$67,717
Expenses$46,374
Net Income$21,343
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Feb 27, 2015
Return Version
2013v4.0
Gross Receipts
$166,303
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 international dialog through fulbright project support, co-sponsored programs and awards for cultural diplomacy and literary translation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$604,185$522,229▼ $81,956
Cash and Non-Interest-Bearing Accounts$18,060$93,723▲ $75,663
Land, Buildings, and Equipment, Net$0$3,582▲ $3,582
Total Assets$622,245$619,534▼ $2,711
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$622,245$619,534▼ $2,711
Total Net Assets Fund Balance$622,245$619,534▼ $2,711
Total Liabilities and Net Assets / Fund Balance$622,245$619,534▼ $2,711

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$3,582$716$4,298
Compensation and Service Providers
Top Officer Pay47th percentile

Board Members and Trustees

NameTitle
Richard T ArndtChair of Board
Skyler J Arndt-briggsVice Chair
A Michael GellmanDirector
David a JohnsonDirector
Federico MayorDirector
Henry a MillonDirector
Neil O KlopfensteinDirector
Patti Mcgill PetersonDirector
Steven a MansbachDirector
William Alvarado RiveraDirector
Anne V BarbaroSecretary
Bert BrandenburgTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$20,090
Program Service Revenue
$0
Investment Income
$47,627
Other Revenue
$0
All Other Contributions
$20,090
Change in Net Assets
$21,343
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$29,500
Other Expenses$16,874
Total Fundraising Expense$3,744
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Foreign Grants$20,750--$20,750
Grants to Domestic Individuals$6,250--$6,250
Fees for Services Management$1,914$957$957$3,828
Grants to Domestic Orgs$2,500--$2,500
Fees for Services Accounting$688$344$344$1,376
Conferences and Meetings-$1,166-$1,166
Insurance-$944-$944
Travel$399$199$199$797
Depreciation Depletion$286$430-$716
Other Expenses$125$187$737$312
Total Functional Expenses$32,912$9,718$3,744$46,374
International Activity

International Summary

Offices
0
Employees
0
Spending
$0

International Compliance

Foreign grant records maintained
Yes
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
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
Backup withholding compliance
Yes
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, Part VI, Section A, Line 2

“The chair and the vice-chair are father and daughter”

Form 990, Part VI, Section B, Line 11

“The tax return is reviewed by the finance committeee and provided to all board memebers before filing”

Form 990, Part VI, Section C, Line 19

“All items are made available to the public upon request to the endowment offices”

Filing and Contact Details

Filer

EIN
52-1479918
Phone
2028103806

Signing Officer

Name
Skyler J Arndt-briggs
Title
Vice-chair
Phone
2028103806
Signed
2015-02-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Skyler J Arndt-briggs
Formed
1987
Legal Domicile
Dc
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
0

Preparer

Preparer
Bonnie Sue Weiser-sneeringer
Phone
3015480220
Raw XML AppendixShowing 400 of 418 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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IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
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IRS990/PYInvestmentIncomeAmt04411
IRS990/PYOtherExpensesAmt028388
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-30862
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt057823
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt026961
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt021343
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt020090
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt022550
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt024055
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt021850
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt018797
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0107342
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt032000
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt027245
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt023593
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt024331
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt021147
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0128316
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.45550
IRS990ScheduleA/PublicSupportPY170Pct00.60290
IRS990ScheduleA/PublicSupportTotal170Amt0107342
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt020090
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt022550
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt024055
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt021850
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt018797
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0107342
IRS990ScheduleA/TotalSupportAmt0235658
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt03582
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0716
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt04298
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03582
IRS990ScheduleF/BoycottCountriesInd00
IRS990ScheduleF/ContinuationSpentAmt00
IRS990ScheduleF/ContinutationTotalEmployeeCnt00
IRS990ScheduleF/ContinutationTotalOfficeCnt00
IRS990ScheduleF/ForeignCorpOwnershipInd00
IRS990ScheduleF/ForeignPartnershipInd00
IRS990ScheduleF/GrantRecordsMaintainedInd01
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt06000
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt0WIRE TRANSFER
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt0TO ASSIST WITH SOZOPOL SEMINAR FOR WRITERS
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/RegionTxt0BULGARIA
IRS990ScheduleF/InterestInForeignTrustInd00
IRS990ScheduleF/PassiveForeignInvestmestCoInd00
IRS990ScheduleF/SubtotalEmployeesCnt00
IRS990ScheduleF/SubtotalOfficesCnt00
IRS990ScheduleF/SubtotalSpentAmt00
IRS990ScheduleF/SupplementalInformationDetail/ExplanationTxt0REPORTS ARE RECEIVED FROM THE GRANTEE OR PARTNER ORGANIZATION AND REVIEWED BY THE ENDOWMENT
IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleF/TotalEmployeeCnt00
IRS990ScheduleF/TotalOfficeCnt00
IRS990ScheduleF/TotalSpentAmt00
IRS990ScheduleF/TransferToForeignCorpInd00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE CHAIR AND THE VICE-CHAIR ARE FATHER AND DAUGHTER
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TAX RETURN IS REVIEWED BY THE FINANCE COMMITTEEE AND PROVIDED TO ALL BOARD MEMEBERS BEFORE FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL ITEMS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST TO THE ENDOWMENT OFFICES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0622245
IRS990/TotalAssetsEOYAmt0619534
IRS990/TotalAssetsGrp/BOYAmt0622245
IRS990/TotalAssetsGrp/EOYAmt0619534
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt020090
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt03744
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt09718
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt032912
IRS990/TotalFunctionalExpensesGrp/TotalAmt046374
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0622245
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0619534
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt032912
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt047627
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt067717
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0622245
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0619534
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/FundraisingAmt0199
IRS990/TravelGrp/ManagementAndGeneralAmt0199
IRS990/TravelGrp/ProgramServicesAmt0399
IRS990/TravelGrp/TotalAmt0797
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0622245
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0619534
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1029 HENRY STREET
IRS990/USAddress/City0AMHERST
IRS990/USAddress/State0MA
IRS990/USAddress/ZIPCode001002
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0WWW.ROTHENDOWMENT.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SKYLER J ARNDT-BRIGGS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE-CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum02028103806
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-02-27
ReturnHeader/Filer/BusinessName/BusinessNameLine10LOIS WERSBA ROTH ENDOWMENT
ReturnHeader/Filer/BusinessNameControlTxt0LOIS
ReturnHeader/Filer/EIN0521479918
ReturnHeader/Filer/PhoneNum02028103806
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 33968

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$619,534
Liabilities
$0
Net assets
$619,534
Revenue
$67,717
Expenses
$46,374
Net income
$21,343
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
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