Civic Intelligence

Lois Wersba Roth Endowment

990 • Fiscal year 2018 • EIN 52-1479918

Jul 01, 2017 to Jun 30, 2018 • Filed on May 01, 2018

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

(413) 262-1538

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

27th percentile

0.00x

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

93rd percentile

56%

Higher net margin than 93% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

58th percentile

4.7%

Faster asset growth than 58% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

78th percentile

28%

Faster revenue growth than 78% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$821,821

Up $37,103 (+4.7%) from 2017

Net Assets

Up

$821,821

Up $37,103 (+4.7%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin93rd percentile

Revenue

Up

$89,922

Up $19,821 (+28%) from 2017

Expenses

Down

$39,304

Down $19,424 (-33%) from 2017

Net Income

Up

$50,618

Up $39,245 (+345%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth58th 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

2018

Assets$821,821
Liabilities$0
Net Assets$821,821
Open 2018 Filing

Operations Trend

Revenue Growth78th 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

2018

Revenue$89,922
Expenses$39,304
Net Income$50,618
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 1, 2018
Return Version
2017v2.3
Gross Receipts
$202,418
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 dialogue 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$720,543$741,254▲ $20,711
Cash and Non-Interest-Bearing Accounts$64,175$80,567▲ $16,392
Total Assets$784,718$821,821▲ $37,103
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$784,718$821,821▲ $37,103
Total Net Assets Fund Balance$784,718$821,821▲ $37,103
Total Liabilities and Net Assets / Fund Balance$784,718$821,821▲ $37,103

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$4,298$4,298
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

NameTitle
Skyler J Arndt-briggsChair
Bert BrandenburgDirector
Laurie WeizenkornDirector
Michael GelmanDirector
Neil O KlopfensteinDirector
Steven a MansbachDirector
William Alvarado RiveraDirector
Anne V BarbaroSecretary
Kimberly BenderTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$22,225
Program Service Revenue
$0
Investment Income
$67,697
Other Revenue
$0
All Other Contributions
$22,225
Change in Net Assets
$50,618
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$24,000
Other Expenses$15,304
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Foreign Grants$20,000--$20,000
Fees for Service Investment Mgmnt Fees-$6,423-$6,423
Grants to Domestic Orgs$4,000--$4,000
Office Expenses$3,218$139-$3,357
Fees for Services Other$1,035$733-$1,768
Fees for Services Accounting-$1,400-$1,400
Insurance-$944-$944
Travel$454$264-$718
Information Technology$179--$179
Other Expenses-$80-$80
Total Functional Expenses$28,886$10,418$0$39,304
International Activity

International Summary

Spending
$20,000

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

International Activities

RegionActivityServicesOfficesEmployeesSpending
EuropeGrantsGrants Given--$18,250
New ZealandGrantAward--$1,750
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, 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 endowment's offices”

Filing and Contact Details

Filer

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

Signing Officer

Name
Skyler J Arndt-briggs
Title
Chair
Signed
2018-05-01
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
Levy & Associates Pc
Address
10400 EATON PL STE 100, FAIRFAX, VA 22030-2225
Preparer
Margaret H Martinez
Phone
7032184100
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S 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).”

Raw XML Appendix360 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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IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt04298
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt018250
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt11750
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0EUROPE
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt1NEW ZEALAND
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt0GRANTS GIVEN
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt1AWARD
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0GRANTS
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt1GRANT
IRS990ScheduleF/BoycottCountriesInd0false
IRS990ScheduleF/ForeignCorpOwnershipInd0false
IRS990ScheduleF/ForeignPartnershipInd0false
IRS990ScheduleF/GrantRecordsMaintainedInd0true
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt07000
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt0WIRE
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt0SOZOPOL SEMINAR
IRS990ScheduleF/InterestInForeignTrustInd0false
IRS990ScheduleF/PassiveForeignInvestmestCoInd0false
IRS990ScheduleF/SubtotalSpentAmt020000
IRS990ScheduleF/SupplementalInformationDetail/ExplanationTxt0REPORTS ARE RECEIVED FROM THE GRANTEE OR PARTNER ORGANIZATION AND REVIEWED BY THE ENDOWMENT STAFF
IRS990ScheduleF/SupplementalInformationDetail/ExplanationTxt1EUROPE 18,250 0 NEW ZEALAND 1,750 0
IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE F, PAGE 1, PART I, LINE 2
IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE F, PAGE 1, PART I, LINE 3
IRS990ScheduleF/TotalSpentAmt020000
IRS990ScheduleF/TransferToForeignCorpInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AWARDS, 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).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 990 IS REVIEWED BY THE FINANCE COMMITTEE AND PROVIDED TO ALL BOARD MEMBERS BEFORE SUBMISSION EACH YEAR
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST TO THE ENDOWMENT'S OFFICES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0DC
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0784718
IRS990/TotalAssetsEOYAmt0821821
IRS990/TotalAssetsGrp/BOYAmt0784718
IRS990/TotalAssetsGrp/EOYAmt0821821
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt022225
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt010418
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt028886
IRS990/TotalFunctionalExpensesGrp/TotalAmt039304
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0784718
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0821821
IRS990/TotalProgramServiceExpensesAmt028886
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt067697
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt089922
IRS990/TotalVolunteersCnt014
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0784718
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0821821
IRS990/TravelGrp/ManagementAndGeneralAmt0264
IRS990/TravelGrp/ProgramServicesAmt0454
IRS990/TravelGrp/TotalAmt0718
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0784718
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0821821
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0WWW.ROTHENDOWMENT.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SKYLER J ARNDT-BRIGGS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIR
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOIS WERSBA ROTH ENDOWMENT
ReturnHeader/Filer/BusinessNameControlTxt0LOIS
ReturnHeader/Filer/EIN0521479918
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 33968
ReturnHeader/Filer/USAddress/CityNm0WASHINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DC
ReturnHeader/Filer/USAddress/ZIPCd020033
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0CCD344DB358877955BD6CDA542A4954E7FA27565
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0B3378FDA7FD6FCE78EA220F1EB933BEC585536A3
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02019-05-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm013:42:56
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200588376
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LEVY & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010400 EATON PL STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FAIRFAX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0220302225
ReturnHeader/PreparerPersonGrp/PhoneNum07032184100
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARGARET H MARTINEZ
ReturnHeader/ReturnTs02019-05-13T13:42:56-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$821,821
Liabilities
$0
Net assets
$821,821
Revenue
$89,922
Expenses
$39,304
Net income
$50,618
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