Civic Intelligence

Roth Idalia Charitable Trust

990PF • Fiscal year 2015 • EIN 62-6285270

Jan 01, 2015 to Dec 31, 2015

Organization Profile
Orlando, FL
Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

22nd percentile

-14%

Higher net margin than 22% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2015

Asset Growth

45th percentile

-0.7%

Faster asset growth than 45% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

13th percentile

-35%

Faster revenue growth than 13% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$3,602,877

Down $24,183 (-0.7%) from 2014

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin22nd percentile

Revenue

Down

$189,861

Down $100,335 (-35%) from 2014

Expenses

Down

$215,914

Down $36,422 (-14%) from 2014

Net Income

Down

-$26,053

Down $63,913 (-169%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $3,452,363Liabilities 2011: $02011Assets 2012: $3,411,759Liabilities 2012: $02012Assets 2013: $3,590,423Liabilities 2013: $02013Assets 2014: $3,627,060Liabilities 2014: $02014Assets 2015: $3,602,877Liabilities 2015: $02015Assets 2018: $3,316,870Liabilities 2018: $0Net Assets 2018: $3,316,8702018Assets 2019: $3,263,470Liabilities 2019: $0Net Assets 2019: $3,263,4702019Assets 2020: $3,100,073Liabilities 2020: $12020Assets 2021: $4,043,402Liabilities 2021: $12021Assets 2022: $3,984,647Liabilities 2022: $12022Assets 2023: $3,725,572Liabilities 2023: $12023

Highlighted filing

2015

Assets$3,602,877
Liabilities$0
Net Assets-
Open 2015 Filing

Operations Trend

Revenue Growth13th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $322,098Expenses 2011: $237,913Net Income 2011: $84,1852011Revenue 2012: $147,374Expenses 2012: $185,366Net Income 2012: -$37,9922012Revenue 2013: $380,226Expenses 2013: $201,562Net Income 2013: $178,6642013Revenue 2014: $290,196Expenses 2014: $252,336Net Income 2014: $37,8602014Revenue 2015: $189,861Expenses 2015: $215,914Net Income 2015: -$26,0532015Revenue 2018: $152,639Expenses 2018: $232,145Net Income 2018: -$79,5062018Revenue 2019: $155,731Expenses 2019: $209,874Net Income 2019: -$54,1432019Revenue 2020: $82,995Expenses 2020: $247,350Net Income 2020: -$164,3552020Revenue 2021: $1,020,674Expenses 2021: $65,904Net Income 2021: $954,7702021Revenue 2022: $129,037Expenses 2022: $196,634Net Income 2022: -$67,5972022Revenue 2023: -$52,238Expenses 2023: $208,035Net Income 2023: -$260,2732023

Highlighted filing

2015

Revenue$189,861
Expenses$215,914
Net Income-$26,053
Open 2015 Filing
Filing Detail Status

This 2015 filing currently has summary financial data only. Detailed schedules, leadership, and program rows are not available for this filing yet.

View Latest Detailed Filing (2024)
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990PFSummary only. Only limited summary data is available for this year.

Open filing
Assets
$3,602,877
Liabilities
$0
Net assets
-
Revenue
$189,861
Expenses
$215,914
Net income
-$26,053
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$3.73$0.00$0.05$0.21$0.26
2022Summary only. Only limited summary data is available for this year.$3.98$0.00$0.13$0.20$0.07
2021Summary only. Only limited summary data is available for this year.$4.04$0.00$1.02$0.07$0.95
2020Summary only. Only limited summary data is available for this year.$3.10$0.00$0.08$0.25$0.16
2019Detailed filing. Detailed filing data is available for this year.$3.26$0.00$3.26$0.16$0.21$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.32$0.00$3.32$0.15$0.23$0.08
2015Summary only. Only limited summary data is available for this year.$3.60$0.00$0.19$0.22$0.03
2014Summary only. Only limited summary data is available for this year.$3.63$0.00$0.29$0.25$0.04
2013Summary only. Only limited summary data is available for this year.$3.59$0.00$0.38$0.20$0.18
2012Summary only. Only limited summary data is available for this year.$3.41$0.00$0.15$0.19$0.04
2011Summary only. Only limited summary data is available for this year.$3.45$0.00$0.32$0.24$0.08
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • $1M-$5M nonprofits