Civic Intelligence

Lois Wersba Roth Endowment

990 • Fiscal year 2017 • EIN 52-1479918

Jul 01, 2016 to Jun 30, 2017 • Filed on Feb 09, 2018

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.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

26th percentile

0.00x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

73rd percentile

16%

Higher net margin than 73% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

85th percentile

34%

Faster asset growth than 85% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

77th percentile

28%

Faster revenue growth than 77% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$784,718

Up $199,535 (+34%) from 2016

Net Assets

Up

$784,718

Up $199,535 (+34%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin73rd percentile

Revenue

Up

$70,101

Up $15,285 (+28%) from 2016

Expenses

Up

$58,728

Up $882 (+1.5%) from 2016

Net Income

Up

$11,373

Up $14,403 (+475%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth85th 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

2017

Assets$784,718
Liabilities$0
Net Assets$784,718
Open 2017 Filing

Operations Trend

Revenue Growth77th 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

2017

Revenue$70,101
Expenses$58,728
Net Income$11,373
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Feb 9, 2018
Return Version
2016v3.0
Gross Receipts
$137,961
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$680,753$720,543▲ $39,790
Cash and Non-Interest-Bearing Accounts$55,459$64,175▲ $8,716
Land, Buildings, and Equipment, Net$716$0▼ $716
Total Assets$736,928$784,718▲ $47,790
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$736,928$784,718▲ $47,790
Total Net Assets Fund Balance$736,928$784,718▲ $47,790
Total Liabilities and Net Assets / Fund Balance$736,928$784,718▲ $47,790

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$0$4,298$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
Laurie WeizenkornDirector
Neil O KlopfensteinDirector
Steven a MansbachDirector
William Alvarado RiveraDirector
Anne V BarbaroSecretary
Kimberly BenderTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$19,377
Program Service Revenue
$0
Investment Income
$50,651
Other Revenue
$73
All Other Contributions
$19,377
Change in Net Assets
$11,373
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$32,425
Other Expenses$26,303
Total Fundraising Expense$6,736
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Foreign Grants$20,375--$20,375
Grants to Domestic Individuals$10,300--$10,300
Fees for Services Management$4,505$2,253$2,253$9,011
Travel$1,566$782$782$3,130
Grants to Domestic Orgs$1,750--$1,750
Fees for Services Accounting$743$371$371$1,485
Insurance-$944-$944
Depreciation Depletion$286$430-$716
Other Expenses$395$583$3,027$583
All Other Expenses$48$147$303$498
Total Functional Expenses$39,968$12,024$6,736$58,728
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 11B

“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
2018-02-09
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 406 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 the humanities, social sciences & arts, in countries which Lois Roth was attached. Details at: www.rothendowment.org
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IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.37440
IRS990ScheduleA/PublicSupportPY170Pct00.42080
IRS990ScheduleA/PublicSupportTotal170Amt0113663
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt019377
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt019510
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt032136
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt020090
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt022550
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0113663
IRS990ScheduleA/TotalSupportAmt0303619
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/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt04298
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt04298
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleF/BoycottCountriesInd00
IRS990ScheduleF/ContinuationSpentAmt00
IRS990ScheduleF/ContinutationTotalEmployeeCnt00
IRS990ScheduleF/ContinutationTotalOfficeCnt00
IRS990ScheduleF/ForeignCorpOwnershipInd00
IRS990ScheduleF/ForeignPartnershipInd00
IRS990ScheduleF/GrantRecordsMaintainedInd00
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt07000
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 11b
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/TotalAssetsBOYAmt0736928
IRS990/TotalAssetsEOYAmt0784718
IRS990/TotalAssetsGrp/BOYAmt0736928
IRS990/TotalAssetsGrp/EOYAmt0784718
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt019377
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt06736
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt012024
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt039968
IRS990/TotalFunctionalExpensesGrp/TotalAmt058728
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0736928
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0784718
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt039968
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt032586
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt018138
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt070101
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt014
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0736928
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0784718
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/FundraisingAmt0782
IRS990/TravelGrp/ManagementAndGeneralAmt0782
IRS990/TravelGrp/ProgramServicesAmt01566
IRS990/TravelGrp/TotalAmt03130
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0736928
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0784718
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/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SKYLER J ARNDT-BRIGGS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum02028103806
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-09
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0898C8E14EC560536B8CF434BB7295E89986E772A
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.255.214.147
ReturnHeader/FilingSecurityInformation/IPDt02018-02-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm013:54:27
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/PreparationDt02018-02-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Bonnie Sue Weiser-Sneeringer

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$784,718
Liabilities
$0
Net assets
$784,718
Revenue
$70,101
Expenses
$58,728
Net income
$11,373
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