Civic Intelligence

Irene M and Julian J Rothbaum Foundation

990PF • Fiscal year 2016 • EIN 73-1463214

Jan 01, 2016 to Dec 31, 2016 • Filed on May 04, 2017

Organization Profile
PO Box 21468Tulsa, OK 74121-1468

(918) 491-4250

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

9th percentile

-61%

Higher net margin than 9% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

40th percentile

-2.8%

Faster asset growth than 40% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

93rd percentile

97%

Faster revenue growth than 93% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$164,960

Down $4,783 (-2.8%) from 2015

Net Assets

Down

$164,960

Down $4,783 (-2.8%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin9th percentile

Revenue

Up

$7,837

Up $3,857 (+97%) from 2015

Expenses

Down

$12,620

Down $308 (-2.4%) from 2015

Net Income

Up

-$4,783

Up $4,165 (+47%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$300K$200K$100K$0Assets 2011: $189,247Liabilities 2011: $02011Assets 2012: $187,294Liabilities 2012: $02012Assets 2013: $180,879Liabilities 2013: $02013Assets 2014: $178,691Liabilities 2014: $02014Assets 2015: $169,743Liabilities 2015: $0Net Assets 2015: $169,7432015Assets 2016: $164,960Liabilities 2016: $0Net Assets 2016: $164,9602016Assets 2017: $166,386Liabilities 2017: $0Net Assets 2017: $166,3862017Assets 2018: $187,784Liabilities 2018: $0Net Assets 2018: $187,7842018Assets 2019: $188,352Liabilities 2019: $0Net Assets 2019: $188,3522019Assets 2020: $213,978Liabilities 2020: $0Net Assets 2020: $213,9782020Assets 2021: $219,407Liabilities 2021: $0Net Assets 2021: $219,4072021Assets 2022: $209,294Liabilities 2022: $0Net Assets 2022: $209,2942022Assets 2023: $201,698Liabilities 2023: $0Net Assets 2023: $201,6982023Assets 2024: $201,476Liabilities 2024: $0Net Assets 2024: $201,4762024

Highlighted filing

2016

Assets$164,960
Liabilities$0
Net Assets$164,960
Open 2016 Filing

Operations Trend

Revenue Growth93rd percentile

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

$40K$20K$0-$20KRevenue 2011: $2,967Expenses 2011: $11,015Net Income 2011: -$8,0482011Revenue 2012: $5,152Expenses 2012: $7,105Net Income 2012: -$1,9532012Revenue 2013: $5,337Expenses 2013: $11,752Net Income 2013: -$6,4152013Revenue 2014: $9,187Expenses 2014: $11,375Net Income 2014: -$2,1882014Revenue 2015: $3,980Expenses 2015: $12,928Net Income 2015: -$8,9482015Revenue 2016: $7,837Expenses 2016: $12,620Net Income 2016: -$4,7832016Revenue 2017: $12,725Expenses 2017: $11,299Net Income 2017: $1,4262017Revenue 2018: $33,914Expenses 2018: $12,516Net Income 2018: $21,3982018Revenue 2019: $10,193Expenses 2019: $10,475Net Income 2019: -$2822019Revenue 2020: $38,344Expenses 2020: $12,718Net Income 2020: $25,6262020Revenue 2021: $18,902Expenses 2021: $13,473Net Income 2021: $5,4292021Revenue 2022: $4,136Expenses 2022: $14,249Net Income 2022: -$10,1132022Revenue 2023: $7,280Expenses 2023: $14,876Net Income 2023: -$7,5962023Revenue 2024: $14,251Expenses 2024: $14,473Net Income 2024: -$2222024

Highlighted filing

2016

Revenue$7,837
Expenses$12,620
Net Income-$4,783
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 4, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID R JANKOWSKYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Irene M and Julian J Rothbaum Foundation
EIN
73-1463214
Phone
9184914250
Address
PO BOX 21468, TULSA, OK 74121-1468

Signing Officer

Name
David Jankowsky
Title
Trustee
Phone
9184914250
Signed
2017-05-04
Discuss with paid preparer
Yes

Preparer

Firm
Hogantaylor Llp
Address
2222 S UTICA PL SUITE 200, TULSA, OK 74114-7002
Preparer
James a Keehn
Phone
9187452333
Raw XML Appendix367 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/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/IndividualWithBooksNm0ANGELA SWIFT
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt06733 SOUTH YALE AVENUE SUITE 202
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0TULSA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd074136
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OK
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum09184914250
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
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt24000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0HEALTH EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1EMPLOYEE HOLIDAY FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0AMERICAN HEART ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1SOUTHERN HILLS COUNTRY CLUB
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2UNIVERSITY SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02227 E SKELLY DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12636 E 61ST ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2800 S TUCKER DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0TULSA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1TULSA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2TULSA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd074105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd174136
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd274104
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt09500
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/AppliedToCurrentYearAmt01587
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt09013
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt09912
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt010600
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt08325
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt09013
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MISCELLANEOUS EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt071
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt071
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01714
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISOR FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01714
TaxesSchedule/TaxesDetail/Amt065
TaxesSchedule/TaxesDetail/Amt170
TaxesSchedule/TaxesDetail/Amt2100
TaxesSchedule/TaxesDetail/CategoryTxt0OKLAHOMA REGISTRATION FEES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt2EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt065
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt170
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID JANKOWSKY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09184914250
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0IRENE M AND JULIAN J ROTHBAUM FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0IREN
ReturnHeader/Filer/EIN0731463214
ReturnHeader/Filer/PhoneNum09184914250
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 21468
ReturnHeader/Filer/USAddress/CityNm0TULSA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd0741211468
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId084F07E77B754D51F212A581DBD7B32CB8AC468C3
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId02C4F9CAEBFDF971FF7F00391351AF1164FB5E040
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.249.102.217
ReturnHeader/FilingSecurityInformation/IPDt02017-05-04
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm011:54:34
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0731413977
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HOGANTAYLOR LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02222 S UTICA PL SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TULSA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0741147002
ReturnHeader/PreparerPersonGrp/PhoneNum09187452333
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES A KEEHN
ReturnHeader/ReturnTs02017-05-09T13:49:36-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$164,960
Liabilities
$0
Net assets
$164,960
Revenue
$7,837
Expenses
$12,620
Net income
-$4,783
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.01$0.00$2.01$0.14$0.14$0.00
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.02$0.00$2.02$0.07$0.15$0.08
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.09$0.00$2.09$0.04$0.14$0.10
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.19$0.00$2.19$0.19$0.13$0.05
2020Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$0.38$0.13$0.26
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.88$0.00$1.88$0.10$0.10$0.00
2018Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.34$0.13$0.21
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.66$0.00$1.66$0.13$0.11$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.08$0.13$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$0.04$0.13$0.09
2014Summary only. Only limited summary data is available for this year.$1.79$0.00$0.09$0.11$0.02
2013Summary only. Only limited summary data is available for this year.$1.81$0.00$0.05$0.12$0.06
2012Summary only. Only limited summary data is available for this year.$1.87$0.00$0.05$0.07$0.02
2011Summary only. Only limited summary data is available for this year.$1.89$0.00$0.03$0.11$0.08