Civic Intelligence

Lois Wersba Roth Endowment

990 • Fiscal year 2016 • EIN 52-1479918

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 24, 2017

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

(202) 810-3806

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

26th percentile

0.00x

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

28th percentile

-5.5%

Higher net margin than 28% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

25th percentile

-5.2%

Faster asset growth than 25% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

14th percentile

-24%

Faster revenue growth than 14% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$585,183

Down $32,060 (-5.2%) from 2015

Net Assets

Down

$585,183

Down $32,060 (-5.2%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin28th percentile

Revenue

Down

$54,816

Down $17,272 (-24%) from 2015

Expenses

Up

$57,846

Up $8,201 (+17%) from 2015

Net Income

Down

-$3,030

Down $25,473 (-114%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth25th 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

2016

Assets$585,183
Liabilities$0
Net Assets$585,183
Open 2016 Filing

Operations Trend

Revenue Growth14th 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

2016

Revenue$54,816
Expenses$57,846
Net Income-$3,030
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 24, 2017
Return Version
2015v3.0
Gross Receipts
$157,037
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$561,267$529,008▼ $32,259
Cash and Non-Interest-Bearing Accounts$53,827$55,459▲ $1,632
Land, Buildings, and Equipment, Net$2,149$716▼ $1,433
Total Assets$617,243$585,183▼ $32,060
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$617,243$585,183▼ $32,060
Total Net Assets Fund Balance$617,243$585,183▼ $32,060
Total Liabilities and Net Assets / Fund Balance$617,243$585,183▼ $32,060

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$716$3,582$4,298
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Skyler J Arndt-briggsChair of Board
A Michael GellmanDirector
Bert BrandenburgDirector
Federico MayorDirector
Neil O KlopfensteinDirector
Patti Mcgill PetersonDirector
Steven a MansbachDirector
William Alvarado RiveraDirector
Anne V BarbaroSecretary
Kimberly BenderTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$19,510
Program Service Revenue
$0
Investment Income
$35,306
Other Revenue
$0
All Other Contributions
$19,510
Change in Net Assets
$-3,030
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$39,350
Other Expenses$18,496
Total Fundraising Expense$4,432
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Foreign Grants$30,550--$30,550
Grants to Domestic Individuals$7,300--$7,300
Fees for Services Management$830$415$415$1,660
Grants to Domestic Orgs$1,500--$1,500
Depreciation Depletion$573$860-$1,433
Fees for Services Accounting$688$344$343$1,375
Travel$517$258$258$1,033
Insurance-$944-$944
Other Expenses$250$374$548$624
All Other Expenses-$353$226$579
Fees for Services Other-$80-$80
Total Functional Expenses$43,305$10,109$4,432$57,846
International Activity

International Summary

Offices
0
Employees
0
Spending
$0

International Compliance

Foreign grant records maintained
No
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
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 B, line 11

“The tax return is reviewed by the finance committee 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

Filer Name
Lois Wersba Roth Endowment
EIN
52-1479918
Phone
2028103806
Address
PO BOX 33968, WASHINGTON, DC 20033

Signing Officer

Name
Skyler J Arndt-briggs
Title
Chair
Phone
2028103806
Signed
2017-02-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Skyler J Arndt-briggs
Formed
1987
Legal Domicile
Dc
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
14

Preparer

Firm
Bonnie Sue Weiser-sneeringer CPA
Address
1 DRISCOLL COURT, GAITHERSBURG, MD 20878
Preparer
Bonnie Sue Weiser-Sneeringer
Phone
3015480220
Raw XML AppendixShowing 400 of 405 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/Desc0Awards, project support and sponsored programs build on close collaborations with a wide range of non-profit organizations. THE ROTH ENDOWMENT offers annual support for:1) 8 young scholars and artists (primarily Fulbright grantees) in 6 countries; 2) 4 awards for excellence in literary translation;3) 3 co-sponsored international programs, including in honor of Senator J Wm Fulbright; 4) 3 professional excellence awards for employees of the Bureau of Educational and Cultural Affairs (US State Dept).
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IRS990/MissionDesc0To honor the life & work of US cultural diplomat Lois Roth, we foster international dialog through project support, co-sponsored programs & awards for cultural diplomacy and literary translation, organized in close collaboration with a range of non-profit organizations. 1. Awards for excellence in cultural diplomacy: recognize outstanding individuals working for the Bureau of Educational & Cultural Affairs (State Dept). 2. Co-Sponsored Programs: On-going programs co-sponsored with established institutions; eg, annual Fulbright Legacy Lectures, in collaboration with UK Fulbright Comm., Oxford & Edinburgh Universities, & Kings College London. 3. Translation Awards, including with Modern Language Association, foster respect for literary traditions worldwide. 4. Project Support: Primarily awarded in tandem with Fulbright Commissions, helps young people accomplish projects in arts and humanities in countries to which Lois Roth was attached. Details at: www.rothendowment.org
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt039108
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt032000
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt027245
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt023593
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0162898
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.42080
IRS990ScheduleA/PublicSupportPY170Pct00.45210
IRS990ScheduleA/PublicSupportTotal170Amt0118341
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt019510
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt032136
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt020090
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt022550
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt024055
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0118341
IRS990ScheduleA/TotalSupportAmt0281239
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/BookValueAmt0716
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt03582
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt04298
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0716
IRS990ScheduleF/BoycottCountriesInd00
IRS990ScheduleF/ContinuationSpentAmt00
IRS990ScheduleF/ContinutationTotalEmployeeCnt00
IRS990ScheduleF/ContinutationTotalOfficeCnt00
IRS990ScheduleF/ForeignCorpOwnershipInd00
IRS990ScheduleF/ForeignPartnershipInd00
IRS990ScheduleF/GrantRecordsMaintainedInd00
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 TAX RETURN IS REVIEWED BY THE FINANCE COMMITTEE AND PROVIDED TO ALL BOARD MEMEBERS BEFORE FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL ITEMS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST TO THE ENDOWMENT OFFICES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, line 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0617243
IRS990/TotalAssetsEOYAmt0585183
IRS990/TotalAssetsGrp/BOYAmt0617243
IRS990/TotalAssetsGrp/EOYAmt0585183
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt019510
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt04432
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt010109
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt043305
IRS990/TotalFunctionalExpensesGrp/TotalAmt057846
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0617243
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0585183
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt043305
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt040952
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0-5646
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt054816
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt014
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0617243
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0585183
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/FundraisingAmt0258
IRS990/TravelGrp/ManagementAndGeneralAmt0258
IRS990/TravelGrp/ProgramServicesAmt0517
IRS990/TravelGrp/TotalAmt01033
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0617243
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0585183
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt029 HENRY STREET
IRS990/USAddress/CityNm0AMHERST
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd001002
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0WWW.ROTHENDOWMENT.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SKYLER J ARNDT-BRIGGS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum02028103806
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOIS WERSBA ROTH ENDOWMENT
ReturnHeader/Filer/BusinessNameControlTxt0LOIS
ReturnHeader/Filer/EIN0521479918
ReturnHeader/Filer/PhoneNum02028103806
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 33968
ReturnHeader/Filer/USAddress/CityNm0WASHINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DC
ReturnHeader/Filer/USAddress/ZIPCd020033
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0204163488
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BONNIE SUE WEISER-SNEERINGER CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01 DRISCOLL COURT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GAITHERSBURG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020878
ReturnHeader/PreparerPersonGrp/PhoneNum03015480220
ReturnHeader/PreparerPersonGrp/PreparationDt02017-02-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Bonnie Sue Weiser-Sneeringer
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$585,183
Liabilities
$0
Net assets
$585,183
Revenue
$54,816
Expenses
$57,846
Net income
-$3,030
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