Unknown Organization

EIN 56-2116040

7700 Baltusrol Lane28210-4030

Siviq Scores

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

0.00x

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

<$500k nonprofits • Source year 2013

0.00x

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

<$500k nonprofits • Source year 2013

74%

Higher net margin than 94% of similar nonprofits.

<$500k nonprofits • Source year 2013

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2013

7.0%

Faster asset growth than 68% of similar nonprofits.

<$500k nonprofits • Annualized from 2012 to 2013

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet

Liabilities / Assets63rd percentile

Assets

$107,786

Up $7,008 (+7.0%) from 2012

Liabilities

Flat

Flat from 2012

Net Assets

$107,786

Up $7,008 (+7.0%) from 2012

Operations

Liabilities / Revenue66th percentile Net Margin94th percentile

Revenue

$9,420

No earlier filing loaded for comparison.

Expenses

Down

$2,460

Down $151,290 (-98%) from 2012

Net Income

$6,960

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset Growth68th percentile

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

Highlighted filing

2013

Assets$107,786

Liabilities$0

Net Assets$107,786

Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

Highlighted filing

2013

Revenue$9,420

Expenses$2,460

Net Income$6,960

Open 2013 Filing

Filings

Most recent year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $107,786
Liabilities: $0
Net assets: $107,786
Revenue: $9,420
Expenses: $2,460
Net income: $6,960

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2013Detailed filing. Detailed filing data is available for this year.	$1.08	$0.00	$1.08	$0.09	$0.02	$0.07
2012Detailed filing. Detailed filing data is available for this year.	$1.01	$0.00	$1.01		$1.54
2011Detailed filing. Detailed filing data is available for this year.	$2.13	$0.00	$2.13		$1.04
2010Detailed filing. Detailed filing data is available for this year.	$2.90	$0.00	$2.90		$1.04

Latest Filing Detail

Jump To

Filing Snapshot

Filing Period: Jan 1, 2013 to Dec 31, 2013
Signed: Apr 30, 2014
Return Version: 2013v3.0

Compensation and Service Providers

Top Officer Pay81st percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
KEVIN J ROCHE	President	-	$0	-	-
PEGGY ROCHE	VP/Secretary	-	$0	-	-

Filing and Contact Details

Filer

EIN: 56-2116040
Phone: 7046095112

Signing Officer

Name: Kevin J Roche
Title: President
Phone: 7046095112
Signed: 2014-04-30
Discuss with paid preparer: Yes

Preparer

Preparer: Andrea D Hall
Phone: 7043715000

Raw XML Appendix342 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/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	0
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	0
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	1
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	0
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	1
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	0
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	0
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	0
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	1
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm	0	KEVIN ROCHE
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	0
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1	0	7700 BALTUSROL LANE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City	0	CHARLOTTE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State	0	NC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode	0	28210
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	0
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	0
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	0
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	0
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	7046095112
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	0
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	1
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt	0	0
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	0
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt	0	0
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	KEVIN J ROCHE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	1	PEGGY ROCHE
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	6275
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	6275
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	139245
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	85639
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	81908
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	54587
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	6275
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	48312
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	306792
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	139245
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	85639
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	81908
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	0
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	355104
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	361379
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	INVESTMENT MGMT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	670
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	670
OtherIncreasesSchedule/OtherIncreasesDetail/Amount	0	48
OtherIncreasesSchedule/OtherIncreasesDetail/Description	0	PY DIVIDENDS RECEIVED IN 2013
TaxesSchedule/TaxesDetail/Amt	0	51
TaxesSchedule/TaxesDetail/Amt	1	114
TaxesSchedule/TaxesDetail/CategoryTxt	0	FOREIGN TAX PAID ON DIVIDENDS
TaxesSchedule/TaxesDetail/CategoryTxt	1	2012 RETURN
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	1	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	51
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	0
ReturnHeader/BuildTS	0	2015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	KEVIN J ROCHE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	7046095112
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2014-04-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1	0	KEVIN AND PEGGY ROCHE FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	KEVI
ReturnHeader/Filer/EIN	0	562116040
ReturnHeader/Filer/PhoneNum	0	7046095112
ReturnHeader/Filer/USAddress/AddressLine1	0	7700 BALTUSROL LANE
ReturnHeader/Filer/USAddress/City	0	CHARLOTTE
ReturnHeader/Filer/USAddress/State	0	NC
ReturnHeader/Filer/USAddress/ZIPCode	0	282104030
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	561982812
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1	0	DANIEL RATLIFF & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1	0	301 S MCDOWELL ST STE 502
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City	0	CHARLOTTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State	0	NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode	0	28204
ReturnHeader/PreparerPersonGrp/PhoneNum	0	7043715000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	ANDREA D HALL
ReturnHeader/ReturnTs	0	2014-05-13T08:08:28-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2013-01-01
ReturnHeader/TaxPeriodEndDt	0	2013-12-31
ReturnHeader/TaxYr	0	2013

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