Civic Intelligence

The Marion Roletti Foundation Inc

990PF • Fiscal year 2020 • EIN 65-0582978

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 05, 2021

Organization Profile
11421 Taft StPembroke Pines, FL 33026

(954) 432-3189

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

37th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

9th percentile

-81%

Higher net margin than 9% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

67th percentile

$18,000

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 82.5% of source-year revenue.

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

27th percentile

-3.0%

Faster asset growth than 27% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

10th percentile

-54%

Faster revenue growth than 10% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets38th percentile

Assets

Down

$593,741

Down $18,223 (-3.0%) from 2019

Net Assets

Down

$593,741

Down $17,735 (-2.9%) from 2019

Liabilities

Down

$0

Down $488 (-100%) from 2019

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin9th percentile

Revenue

Down

$21,822

Down $26,042 (-54%) from 2019

Expenses

Down

$39,557

Down $2,888 (-6.8%) from 2019

Net Income

Down

-$17,735

Down $23,154 (-427%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$1.0M$500K$0Assets 2011: $802,276Liabilities 2011: $12011Assets 2012: $752,450Liabilities 2012: $770Net Assets 2012: $751,6802012Assets 2013: $734,535Liabilities 2013: $1,069Net Assets 2013: $733,4662013Assets 2014: $716,423Liabilities 2014: $634Net Assets 2014: $715,7892014Assets 2015: $697,976Liabilities 2015: $953Net Assets 2015: $697,0232015Assets 2016: $670,136Liabilities 2016: $0Net Assets 2016: $670,1362016Assets 2017: $642,120Liabilities 2017: $0Net Assets 2017: $642,1202017Assets 2018: $606,513Liabilities 2018: $456Net Assets 2018: $606,0572018Assets 2019: $611,964Liabilities 2019: $488Net Assets 2019: $611,4762019Assets 2020: $593,741Liabilities 2020: $0Net Assets 2020: $593,7412020Assets 2021: $608,653Liabilities 2021: $344Net Assets 2021: $608,3092021Assets 2022: $555,016Liabilities 2022: $1,273Net Assets 2022: $553,7432022Assets 2023: $546,231Liabilities 2023: $149Net Assets 2023: $546,0822023Assets 2024: $536,431Liabilities 2024: $267Net Assets 2024: $536,1642024

Highlighted filing

2020

Assets$593,741
Liabilities$0
Net Assets$593,741
Open 2020 Filing

Operations Trend

Revenue Growth10th percentile

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

$100K$50K$0-$50K-$100KRevenue 2011: $62,104Expenses 2011: $94,366Net Income 2011: -$32,2622011Expenses 2012: $99,0782012Revenue 2013: $61,235Expenses 2013: $79,449Net Income 2013: -$18,2142013Revenue 2014: $50,652Expenses 2014: $68,329Net Income 2014: -$17,6772014Revenue 2015: $50,245Expenses 2015: $69,011Net Income 2015: -$18,7662015Revenue 2016: $48,204Expenses 2016: $75,091Net Income 2016: -$26,8872016Revenue 2017: $43,589Expenses 2017: $71,605Net Income 2017: -$28,0162017Revenue 2018: $38,184Expenses 2018: $74,247Net Income 2018: -$36,0632018Revenue 2019: $47,864Expenses 2019: $42,445Net Income 2019: $5,4192019Revenue 2020: $21,822Expenses 2020: $39,557Net Income 2020: -$17,7352020Revenue 2021: $54,152Expenses 2021: $39,584Net Income 2021: $14,5682021Revenue 2022: -$8,679Expenses 2022: $45,887Net Income 2022: -$54,5662022Revenue 2023: $23,605Expenses 2023: $31,266Net Income 2023: -$7,6612023Revenue 2024: $28,490Expenses 2024: $38,408Net Income 2024: -$9,9182024

Highlighted filing

2020

Revenue$21,822
Expenses$39,557
Net Income-$17,735
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 5, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NANCY SMITHExec. DirectorPT$18,000-$18,000
GLENDA THOMASDirector-$0--
THOMAS KLUMPDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantMEMORIAL FOUNDATIONGENERAL SUPPORTCHARITABLEHOLLYWOOD, FL, US$12,000
Paid GrantBROWARD GOLD COAST DOWN SYNDROME ORGANIZATIONGENERAL SUPPORTCHARITABLECORAL SPRINGS, FL, US$1,000
Paid GrantSUSAN G KOMENGENERAL SUPPORTCHARITABLEDALLAS, TX, US$1,000
Paid GrantGEM FUNDGENERAL SUPPORTCHARITABLEARDEN, NC, US$200
Filing and Contact Details

Filer

Filer Name
Marion a Roletti Foundation
EIN
65-0582978
Phone
9544323189
Address
11421 TAFT ST, PEMBROKE PINES, FL 33026

Signing Officer

Name
Nancy Smith
Title
Exec. Director
Phone
9544323189
Signed
2021-11-05

Preparer

Firm
Nancy C Smith CPA Pa
Address
5979 NW 151ST ST STE 221, MIAMI LAKES, FL 33014-2441
Preparer
Nancy C Smith
Phone
3058173668
Raw XML Appendix352 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/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0NANCY SMITH
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd033026
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum09544323189
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt212000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt31000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BROWARD GOLD COAST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1GEM FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2MEMORIAL FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3SUSAN G KOMEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0DOWN SYNDROME ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt09900 W SAMPLE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt14 B LONG SHOALS ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt23329 JOHNSON ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt35005 LBJ FREEWAY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt1SUITE 526
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ARDEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2HOLLYWOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3DALLAS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd128704
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd233021
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd375244
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt014200
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt023947
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt030451
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt06504
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt021979
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt011963
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt021145
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt013077
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt06504
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt06573
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt055087
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt021979
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt011963
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt021145
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt023947
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt061660
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt068164
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LandEtcSchedule2/LandEtcGrp/BookValueAmt01519
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0COMPUTER
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt01519
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BROKER FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt07
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt08
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt15864
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt15864
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0488
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0EXCISE TAXES PAYABLE
TaxesSchedule/TaxesDetail/Amt061
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1ANNUAL REPORT
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt031
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt030
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0NANCY SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXEC. DIR.
ReturnHeader/BusinessOfficerGrp/PhoneNum09544323189
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARION A ROLETTI FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MARI
ReturnHeader/Filer/EIN0650582978
ReturnHeader/Filer/PhoneNum09544323189
ReturnHeader/Filer/USAddress/AddressLine1Txt011421 TAFT ST
ReturnHeader/Filer/USAddress/CityNm0PEMBROKE PINES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033026
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0830350673
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NANCY C SMITH CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05979 NW 151ST ST STE 221
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MIAMI LAKES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0330142441
ReturnHeader/PreparerPersonGrp/PhoneNum03058173668
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NANCY C SMITH
ReturnHeader/ReturnTs02021-11-05T13:24:25-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0NANCY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SMITH
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$593,741
Liabilities
$0
Net assets
$593,741
Revenue
$21,822
Expenses
$39,557
Net income
-$17,735
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.36$0.00$5.36$0.28$0.38$0.10
2023Detailed filing. Detailed filing data is available for this year.$5.46$0.00$5.46$0.24$0.31$0.08
2022Detailed filing. Detailed filing data is available for this year.$5.55$0.01$5.54$0.09$0.46$0.55
2021Detailed filing. Detailed filing data is available for this year.$6.09$0.00$6.08$0.54$0.40$0.15
2020Detailed filing. Detailed filing data is available for this year.$5.94$0.00$5.94$0.22$0.40$0.18
2019Detailed filing. Detailed filing data is available for this year.$6.12$0.00$6.11$0.48$0.42$0.05
2018Detailed filing. Detailed filing data is available for this year.$6.07$0.00$6.06$0.38$0.74$0.36
2017Detailed filing. Detailed filing data is available for this year.$6.42$0.00$6.42$0.44$0.72$0.28
2016Detailed filing. Detailed filing data is available for this year.$6.70$0.00$6.70$0.48$0.75$0.27
2015Detailed filing. Detailed filing data is available for this year.$6.98$0.01$6.97$0.50$0.69$0.19
2014Detailed filing. Detailed filing data is available for this year.$7.16$0.01$7.16$0.51$0.68$0.18
2013Detailed filing. Detailed filing data is available for this year.$7.35$0.01$7.33$0.61$0.79$0.18
2012Detailed filing. Detailed filing data is available for this year.$7.52$0.01$7.52$0.99
2011Summary only. Only limited summary data is available for this year.$8.02$0.00$0.62$0.94$0.32