Davidson-Rogovein Charitable Trust

990PF • Fiscal year 2020 • EIN 76-6119705

Jan 01, 2020 to Dec 31, 2020 • Filed on Mar 16, 2021

Organization Profile

12112 N Rancho Vistoso Blvd Room 15Oro Valley, AZ 85755

(520) 744-7646

Siviq Scores

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

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

88%

Higher net margin than 96% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

8.7%

Faster asset growth than 62% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2019 to 2020

Balance Sheet

Liabilities / Assets57th percentile

Assets

$44,256

Up $3,559 (+8.7%) from 2019

Net Assets

$44,256

No earlier filing loaded for comparison.

Liabilities

Flat

Flat from 2019

Revenue And Expenses

Liabilities / Revenue57th percentile Net Margin96th percentile

Revenue

$4,091

Up $5,520 (+386%) from 2019

Expenses

$510

Up $150 (+42%) from 2019

Net Income

$3,581

Up $5,370 (+300%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

Highlighted filing

2020

Assets$44,256

Liabilities$0

Net Assets$44,256

Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

Highlighted filing

2020

Revenue$4,091

Expenses$510

Net Income$3,581

Open 2020 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2020 to Dec 31, 2020
Signed: Mar 16, 2021
Return Version: 2020v4.0

Compensation and Service Providers

Top Officer Pay77th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
Larry J Rogovein	Trustee	-	$0	-	-
Melanie D Rogovein	Trustee	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Davidson-Rogovein Charitable Trust
EIN: 76-6119705
Phone: 5207447646
Address: 12112 N Rancho Vistoso Blvd Room 15, Oro Valley, AZ 85755

Signing Officer

Name: Larry J Rogovein
Title: Trustee
Phone: 5207447646
Signed: 2021-03-16
Discuss with paid preparer: No

Raw XML Appendix244 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.

Path	#	Value
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IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt	0	1891
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd	0	18
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt	0	1
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd	0	14
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IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt	0	4091
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt	0	137
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt	0	137
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt	0	2199
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt	0	2199
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt	0	3581
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt	0	41603
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt	0	1
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt	0	1
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt	0	3740
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt	0	351
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt	0	351
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt	0	510
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt	0	4091
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	4091
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt	0	351
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	373
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	0	39143
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	1	569
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	1	1
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	1	FSC Securities - Short Term
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt	0	22
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt	0	44278
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	1526
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt	0	1526
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt	0	1526
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt	0	1578
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt	0	52
IRS990PF/DistributableAmountGrp/TotalTaxAmt	0	52
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt	0	22
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt	0	52
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt	0	30
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IRS990PF/FMVAssetsEOYAmt	0	44256
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt	0	149244
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt	0	149244
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt	0	40697
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt	0	44256
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt	0	44256
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind	0	X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt	0	-108547
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt	0	-104988
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt	0	44256
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt	0	44256
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt	0	40697
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt	0	44256
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt	0	40697
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt	0	44256
IRS990PF/MethodOfAccountingCashInd	0	X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	32042
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	8668
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	23374
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	481
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	1578
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	31561
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	32042
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	0	001.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	1	001.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	Larry J Rogovein
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	Melanie D Rogovein
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	Trustee
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	0	Oro Valley
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IRS990PF/Organization501c3ExemptPFInd	0	X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt	0	137
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd	0	false
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd	0	false
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IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	false
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IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm	0	Larry J Rogovein
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	85755
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
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IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt	0	N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt	0	0
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt	0	N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	29
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	2	36
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	3	36
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	Scholarships
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	3	General
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	2	Hymand Brand Hebrew Academy
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	3	Jewish Family & Children Services
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	NC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	40 Wall St
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	3	4301 E 5th St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	Chicago
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	Overland Park
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	3	Tucson
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	KS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	3	AZ
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm	0	NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	137
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	137
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	1526
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	1389
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	3009
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	1024
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	4138
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	577
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	3009
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	552
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	137
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	4138
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	5527
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	22
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	Federal Income Tax Quarterly Estimates
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	351
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	FSC Securities
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	351
TaxesSchedule/TaxesDetail/Amt	0	22
TaxesSchedule/TaxesDetail/CategoryTxt	0	US Treasury - 2019 Income
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd	0	AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd	0	IAL1
ReturnHeader/BuildTS	0	2022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	false
ReturnHeader/BusinessOfficerGrp/PersonNm	0	Larry J Rogovein
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	5207447646
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2021-03-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	Davidson-Rogovein Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt	0	DAVI
ReturnHeader/Filer/EIN	0	766119705
ReturnHeader/Filer/PhoneNum	0	5207447646
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	12112 N Rancho Vistoso Blvd Room 15
ReturnHeader/Filer/USAddress/CityNm	0	Oro Valley
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	AZ
ReturnHeader/Filer/USAddress/ZIPCd	0	85755
ReturnHeader/ReturnTs	0	2021-03-13T09:37:27-00:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	Larry J Rogovein
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	Trustee
ReturnHeader/TaxPeriodBeginDt	0	2020-01-01
ReturnHeader/TaxPeriodEndDt	0	2020-12-31
ReturnHeader/TaxYr	0	2020

Document Assets

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Filings

Displayed year

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

Open filing

Assets: $44,256
Liabilities: $0
Net assets: $44,256
Revenue: $4,091
Expenses: $510
Net income: $3,581

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.	$46.4	$1.63	$44.8	$1.18	$3.90	$5.08
2023Detailed filing. Detailed filing data is available for this year.	$50.3	$0.00	$50.3	$0.32	$1.93	$1.61
2022Detailed filing. Detailed filing data is available for this year.	$51.4	$0.00	$51.4	$4.26	$0.46	$3.80
2021Detailed filing. Detailed filing data is available for this year.	$47.6	$0.00	$47.6	$5.07	$0.71	$4.37
2020Detailed filing. Detailed filing data is available for this year.	$44.3	$0.00	$44.3	$4.09	$0.51	$3.58
2019Summary only. Only limited summary data is available for this year.	$40.7	$0.00		$1.43	$0.36	$1.79
2015Summary only. Only limited summary data is available for this year.	$57.0	$0.00		$1.56	$5.68	$7.25
2014Summary only. Only limited summary data is available for this year.	$64.3	$0.00		$0.58	$9.13	$8.56
2013Summary only. Only limited summary data is available for this year.	$72.8	$0.00		$8.95	$11.5	$2.51
2012Summary only. Only limited summary data is available for this year.	$75.3	$0.00		$5.98	$8.96	$2.98
2011Summary only. Only limited summary data is available for this year.	$78.3	$0.00		$2.22	$7.24	$9.46