Civic Intelligence

Roth Idalia Charitable Trust

990PF • Fiscal year 2020 • EIN 62-6285270

Jan 01, 2020 to Dec 31, 2020

Organization Profile
Orlando, FL
Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

Higher debt load relative to assets than 30% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

30th percentile

0.00x

Higher debt load relative to revenue than 30% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

4th percentile

-198%

Higher net margin than 4% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2020

Asset Growth

16th percentile

-5.0%

Faster asset growth than 16% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

11th percentile

-47%

Faster revenue growth than 11% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$3,100,073

Down $163,397 (-5.0%) from 2019

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

Up

$1

Up $1 from 2019

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin4th percentile

Revenue

Down

$82,995

Down $72,736 (-47%) from 2019

Expenses

Up

$247,350

Up $37,476 (+18%) from 2019

Net Income

Down

-$164,355

Down $110,212 (-204%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth16th 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

2020

Assets$3,100,073
Liabilities$1
Net Assets-
Open 2020 Filing

Operations Trend

Revenue Growth11th 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

2020

Revenue$82,995
Expenses$247,350
Net Income-$164,355
Open 2020 Filing
Filing Detail Status

This 2020 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)
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Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFSummary only. Only limited summary data is available for this year.

Open filing
Assets
$3,100,073
Liabilities
$1
Net assets
-
Revenue
$82,995
Expenses
$247,350
Net income
-$164,355
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. 2020 filings • $1M-$5M nonprofits