Civic Intelligence

The Roth Family Foundation

EIN 52-2101534 • Arlington, VA

1881 North Nash Street 2404Arlington, VA 22209
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

11th percentile

-103%

Higher net margin than 11% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

34th percentile

-16%

Faster asset growth than 34% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

99th percentile

1261%

Faster revenue growth than 99% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$67,370

Down $12,754 (-16%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$67,370

Down $12,754 (-16%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin11th percentile

Revenue

Up

$12,356

Up $11,448 (+1261%) from 2023

Expenses

Up

$25,110

Up $24,164 (+2554%) from 2023

Net Income

Down

-$12,754

Down $12,716 (-33463%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth34th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2011: $252,941Liabilities 2011: $02011Assets 2012: $237,064Liabilities 2012: $0Net Assets 2012: $237,0642012Assets 2013: $215,432Liabilities 2013: $0Net Assets 2013: $215,4322013Assets 2014: $187,698Liabilities 2014: $0Net Assets 2014: $187,6982014Assets 2015: $163,229Liabilities 2015: $0Net Assets 2015: $163,2292015Assets 2016: $149,592Liabilities 2016: $0Net Assets 2016: $149,5922016Assets 2017: $125,011Liabilities 2017: $0Net Assets 2017: $125,0112017Assets 2018: $104,241Liabilities 2018: $0Net Assets 2018: $104,2412018Assets 2019: $104,790Liabilities 2019: $0Net Assets 2019: $104,7902019Assets 2020: $105,811Liabilities 2020: $0Net Assets 2020: $105,8112020Assets 2021: $95,224Liabilities 2021: $0Net Assets 2021: $95,2242021Assets 2022: $78,423Liabilities 2022: $0Net Assets 2022: $78,4232022Assets 2023: $80,124Liabilities 2023: $0Net Assets 2023: $80,1242023Assets 2024: $67,370Liabilities 2024: $0Net Assets 2024: $67,3702024

Highlighted filing

2024

Assets$67,370
Liabilities$0
Net Assets$67,370
Open 2024 Filing

Operations Trend

Revenue Growth99th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0-$20K-$40KRevenue 2011: $15,488Expenses 2011: $24,948Net Income 2011: -$9,4602011Expenses 2012: $20,5262012Expenses 2013: $19,9932013Revenue 2014: $12,331Expenses 2014: $40,065Net Income 2014: -$27,7342014Revenue 2015: $14,764Expenses 2015: $40,983Net Income 2015: -$26,2192015Revenue 2016: $7,361Expenses 2016: $21,117Net Income 2016: -$13,7562016Revenue 2017: -$1,847Expenses 2017: $20,923Net Income 2017: -$22,7702017Revenue 2018: $119Expenses 2018: $20,889Net Income 2018: -$20,7702018Revenue 2019: $1,455Expenses 2019: $906Net Income 2019: $5492019Revenue 2020: $1,547Expenses 2020: $964Net Income 2020: $5832020Revenue 2021: $3,751Expenses 2021: $15,921Net Income 2021: -$12,1702021Revenue 2022: -$849Expenses 2022: $15,952Net Income 2022: -$16,8012022Revenue 2023: $908Expenses 2023: $946Net Income 2023: -$382023Revenue 2024: $12,356Expenses 2024: $25,110Net Income 2024: -$12,7542024

Highlighted filing

2024

Revenue$12,356
Expenses$25,110
Net Income-$12,754
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$67,370
Liabilities
$0
Net assets
$67,370
Revenue
$12,356
Expenses
$25,110
Net income
-$12,754
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.12$0.25$0.13
2023Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.01$0.01$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.01$0.16$0.17
2021Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.04$0.16$0.12
2020Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.02$0.01$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.01$0.01$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.00$0.21$0.21
2017Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.02$0.21$0.23
2016Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.07$0.21$0.14
2015Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.15$0.41$0.26
2014Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.12$0.40$0.28
2013Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$0.20
2012Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$0.21
2011Summary only. Only limited summary data is available for this year.$2.53$0.00$0.15$0.25$0.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Aug 31, 2024
Signed
Jan 13, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DONALD C ROTHPresident, Director-$0--
MARY BETH ROTHVice President, Director-$0--
STACEY ROTHSecretary, Director-$0--
COLLINS ROTHTreasurer, Director-$0--
MATTHEW ROTHDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Roth Family Foundation
EIN
52-2101534
Phone
7034481799
Address
1881 NORTH NASH STREET 2404, ARLINGTON, VA 22209

Signing Officer

Name
Mary Beth Roth
Title
Vice President, Director
Phone
7034481799
Signed
2025-01-13
Discuss with paid preparer
Yes

Preparer

Firm
Shannon & Wright Llp
Address
124 S ROYAL STREET, ALEXANDRIA, VA 22314
Preparer
G Christopher Wright Jd CPA
Phone
5716201936
Raw XML Appendix301 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DONALD C ROTH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MARY BETH ROTH
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT, DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT, DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY, DIRECTOR
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR
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IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0DONALD C ROTH
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01881 NORTH NASH STREET APT 2404
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0ARLINGTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0VA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd022209
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0DC
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum07034481799
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0THE FOUNDATION WILL DISTRIBUTE APPROXIMATELY $5,000 TO $15,000 ANNUALLY TO 501(C)(3) ORGANIZATIONS.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0NO PARTICULAR FORM REQUIRED. APPLICATIONS SHOULD EXPLAIN THE PURPOSE AND FUNCTIONS OF THE ORGANIZATION REQUESTING THE FUNDING.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0MARY BETH ROTH
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum07036461595
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt01881 NORTH NASH STREET
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0ARLINGTON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0VA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd022209
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0THE ORGANIZATION MUST BE RECOGNIZED AS CHARITABLE OR ELEEMOSYNARY BY THE INTERNAL REVENUE SERVICE. A COPY OF THE IRS EXEMPTION LETTER MUST ACCOMPANY THE REQUEST.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NO CURRENT DEADLINES.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt025000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SUPPORT THE DEAN'S FUND FOR STUDENT LIFE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0THE UNIVERSITY OF CHICAGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt05235 SOUTH HARPER COURT SUITE 450
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CHICAGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd060615
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt025000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt012814
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt012814
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt03624
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt04856
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt020666
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt012186
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt03624
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt04856
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt025000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt012186
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt020666
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt08480
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT MANAGEMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0110
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARY BETH ROTH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT, DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07034481799
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-01-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ROTH FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROTH
ReturnHeader/Filer/EIN0522101534
ReturnHeader/Filer/PhoneNum07034481799
ReturnHeader/Filer/USAddress/AddressLine1Txt01881 NORTH NASH STREET 2404
ReturnHeader/Filer/USAddress/CityNm0ARLINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd022209
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0834003168
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SHANNON & WRIGHT LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0124 S ROYAL STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ALEXANDRIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd022314
ReturnHeader/PreparerPersonGrp/PhoneNum05716201936
ReturnHeader/PreparerPersonGrp/PreparationDt02025-01-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0G CHRISTOPHER WRIGHT JD CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-01-15T07:50:54-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-09-01
ReturnHeader/TaxPeriodEndDt02024-08-31
ReturnHeader/TaxYr02023

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