Civic Intelligence

Rothman Foundation

990PF • Fiscal year 2019 • EIN 59-2474404

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 06, 2019

Organization Profile
1860 N Winnie LnCarson City, NV 89703

(561) 868-8705

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

94th percentile

70%

Higher net margin than 94% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

60th percentile

5.4%

Faster asset growth than 60% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

91st percentile

77%

Faster revenue growth than 91% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$1,098,009

Up $55,786 (+5.4%) from 2018

Net Assets

Up

$1,098,009

Up $55,786 (+5.4%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin94th percentile

Revenue

Up

$76,754

Up $33,396 (+77%) from 2018

Expenses

Down

$22,774

Down $5,956 (-21%) from 2018

Net Income

Up

$53,980

Up $39,352 (+269%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,706,603Liabilities 2011: $02011Assets 2012: $2,623,718Liabilities 2012: $02012Assets 2013: $2,825,298Liabilities 2013: $02013Assets 2014: $2,785,370Liabilities 2014: $02014Assets 2015: $2,040,144Liabilities 2015: $02015Assets 2016: $2,175,806Liabilities 2016: $02016Assets 2017: $1,027,595Liabilities 2017: $0Net Assets 2017: $1,027,5952017Assets 2018: $1,042,223Liabilities 2018: $0Net Assets 2018: $1,042,2232018Assets 2019: $1,098,009Liabilities 2019: $0Net Assets 2019: $1,098,0092019Assets 2020: $1,997,838Liabilities 2020: $0Net Assets 2020: $1,997,8382020Assets 2021: $1,963,890Liabilities 2021: $0Net Assets 2021: $1,963,8902021

Highlighted filing

2019

Assets$1,098,009
Liabilities$0
Net Assets$1,098,009
Open 2019 Filing

Operations Trend

Revenue Growth91st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2011: $295,294Expenses 2011: $657,674Net Income 2011: -$362,3802011Revenue 2012: $326,215Expenses 2012: $1,409,393Net Income 2012: -$1,083,1782012Revenue 2013: $241,413Expenses 2013: $41,298Net Income 2013: $200,1152013Revenue 2014: $225,981Expenses 2014: $275,157Net Income 2014: -$49,1762014Revenue 2015: $523,979Expenses 2015: $1,261,649Net Income 2015: -$737,6702015Revenue 2016: $184,205Expenses 2016: $48,543Net Income 2016: $135,6622016Revenue 2017: $527,774Expenses 2017: $1,675,985Net Income 2017: -$1,148,2112017Revenue 2018: $43,358Expenses 2018: $28,730Net Income 2018: $14,6282018Revenue 2019: $76,754Expenses 2019: $22,774Net Income 2019: $53,9802019Revenue 2020: $973,072Expenses 2020: $73,243Net Income 2020: $899,8292020Revenue 2021: $77,852Expenses 2021: $111,800Net Income 2021: -$33,9482021

Highlighted filing

2019

Revenue$76,754
Expenses$22,774
Net Income$53,980
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 6, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DORIS BROWNINGTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Rothman Foundation
EIN
59-2474404
Phone
5618688705
Address
1860 N WINNIE LN, CARSON CITY, NV 89703

Signing Officer

Name
Doris Browning
Title
Trustee
Phone
5618688705
Signed
2019-11-06
Discuss with paid preparer
Yes

Preparer

Firm
Caler Donten Levine Et Al Pa
Address
505 SOUTH FLAGLER DR 900, WEST PALM BEACH, FL 33401-5948
Preparer
Laura Clark
Phone
5618329292
Raw XML Appendix344 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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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01617
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01618
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0STIFEL - BONDS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0378698
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0359782
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0683565
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt01606006
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0STIFEL - STOCKS
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IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt076754
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01617
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt053980
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IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt030250
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt064044
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt022774
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt075132
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt076754
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt011037
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt011088
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt022774
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt04217
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt120119
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt036
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt125248
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt24881
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt425
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt559
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt425
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt559
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt036
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt129465
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt225000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt425
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt559
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0AETNA CASH IN LIEU
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1AETNA & CVS MERGER
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2$25K UNITS CISCO SYS INC 4.95% 02/15/19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3WABTEC CASH IN LIEU
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4KONTOOR BRANDS INC CASH IN LIEU
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5CLASS ACTION SETTLEMENT PROCEEDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02018-11-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12018-11-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22019-02-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32019-03-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42019-05-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52019-01-16
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IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt053980
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01806
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01098009
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01042223
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01098009
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt089986
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt089986
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt089986
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt091267
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01281
IRS990PF/DistributableAmountGrp/TotalTaxAmt01281
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt03190
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt04471
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt03190
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt04471
IRS990PF/FMVAssetsEOYAmt02001534
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IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0126538
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0698591
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0683565
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01606006
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt05120
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01042223
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01098009
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0211974
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DORIS BROWNING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01860 N WINNIE LN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CARSON CITY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NV
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd089703
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JOEL YUDENFREUND STIFEL INVESTMENT
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0450 ROYAL PALM WAY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PALM BEACH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd033480
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum05618688705
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
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/AppliedToCurrentYearAmt011037
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt089986
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt078949
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01557616
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01072548
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt078949
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02551215
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01557616
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0993599
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt011037
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02551215
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02630164
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt05120
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0OTHER RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK SERVICE CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt050
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt050
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt01063
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt11622
OtherIncomeSchedule2/OtherIncomeDetail/Desc0MISC OTHER INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc1INCOME TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt01063
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt10
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01063
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt11622
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01806
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0PRIOR YEAR ADJUSTMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt018840
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt09420
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt09420
TaxesSchedule/TaxesDetail/Amt0649
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DORIS BROWNING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05618688705
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTHMAN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROTH
ReturnHeader/Filer/EIN0592474404
ReturnHeader/Filer/PhoneNum05618688705
ReturnHeader/Filer/USAddress/AddressLine1Txt01860 N WINNIE LN
ReturnHeader/Filer/USAddress/CityNm0CARSON CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NV
ReturnHeader/Filer/USAddress/ZIPCd089703
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DD39ACB6756C079AA17F6A603B3D846F7BD36D72
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0077307C809EC029300FCF314A291075BF8D20E4A
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt075.147.220.17
ReturnHeader/FilingSecurityInformation/IPDt02019-11-06
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm015:10:41
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0592831281
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CALER DONTEN LEVINE ET AL PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0505 SOUTH FLAGLER DR 900
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WEST PALM BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0334015948
ReturnHeader/PreparerPersonGrp/PhoneNum05618329292
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAURA CLARK
ReturnHeader/ReturnTs02019-11-13T10:08:29-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,098,009
Liabilities
$0
Net assets
$1,098,009
Revenue
$76,754
Expenses
$22,774
Net income
$53,980
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$0.08$0.11$0.03
2020Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.97$0.07$0.90
2019Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.08$0.02$0.05
2018Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.04$0.03$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.53$1.68$1.15
2016Summary only. Only limited summary data is available for this year.$2.18$0.00$0.18$0.05$0.14
2015Summary only. Only limited summary data is available for this year.$2.04$0.00$0.52$1.26$0.74
2014Summary only. Only limited summary data is available for this year.$2.79$0.00$0.23$0.28$0.05
2013Summary only. Only limited summary data is available for this year.$2.83$0.00$0.24$0.04$0.20
2012Summary only. Only limited summary data is available for this year.$2.62$0.00$0.33$1.41$1.08
2011Summary only. Only limited summary data is available for this year.$3.71$0.00$0.30$0.66$0.36