Davidson-Rogovein Charitable Trust

990PF • Fiscal year 2021 • EIN 76-6119705

Jan 01, 2021 to Dec 31, 2021 • Filed on Mar 20, 2021

Organization Profile

12090 N Thornydale Rd STE 110-212Marana, AZ 85658

(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.

2021 filings • <$500k nonprofits • Source year 2021

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

86%

Higher net margin than 95% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

7.5%

Faster asset growth than 56% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

24%

Faster revenue growth than 64% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet

Liabilities / Assets57th percentile

Assets

$47,594

Up $3,338 (+7.5%) from 2020

Net Assets

$47,594

Up $3,338 (+7.5%) from 2020

Liabilities

Flat

Flat from 2020

Revenue And Expenses

Liabilities / Revenue57th percentile Net Margin95th percentile

Revenue

$5,072

Up $981 (+24%) from 2020

Expenses

$706

Up $196 (+38%) from 2020

Net Income

$4,366

Up $785 (+22%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

Highlighted filing

2021

Assets$47,594

Liabilities$0

Net Assets$47,594

Open 2021 Filing

Operations Trend

Revenue Growth64th percentile

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

Highlighted filing

2021

Revenue$5,072

Expenses$706

Net Income$4,366

Open 2021 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2021 to Dec 31, 2021
Signed: Mar 20, 2021
Return Version: 2021v4.2

Compensation and Service Providers

Top Officer Pay78th 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
In Care Of: % Larry J Rogovein
Phone: 5207447646
Address: 12090 N Thornydale Rd STE 110-212, Marana, AZ 85658

Signing Officer

Name: Larry J Rogovein
Title: Trustee
Phone: 5207447646
Signed: 2021-03-20
Discuss with paid preparer: No

Raw XML Appendix226 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/Form990PFBalanceSheetsGrp/CashEOYFMVAmt	0	47594
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind	0	X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt	0	-105815
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt	0	-101650
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt	0	43429
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IRS990PF/MethodOfAccountingCashInd	0	X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	6690
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	34187
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	613
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	2013
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	40264
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	Melanie D Rogovein
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	Trustee
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IRS990PF/Organization501c3ExemptPFInd	0	X
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	Scholarships
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	40 WALL STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	Tucson
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	AZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	NY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	10005
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	1634
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	37
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	2211
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	4126
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LegalFeesSchedule/LegalFeesGrp/CategoryTxt	0	Gadarian Cacy
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt	0	289
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OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	201
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	Miscellaneous non-deductable expenses
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	2
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	1	377
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	Charles Schwab 3920-3990
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	1	FSC 35U-117088
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	2
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	1	377
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	2021-03-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	Davidson Rogovein Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt	0	DAVI
ReturnHeader/Filer/EIN	0	766119705
ReturnHeader/Filer/InCareOfNm	0	% Larry J Rogovein
ReturnHeader/Filer/PhoneNum	0	5207447646
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	12090 N Thornydale Rd STE 110-212
ReturnHeader/Filer/USAddress/CityNm	0	Marana
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	AZ
ReturnHeader/Filer/USAddress/ZIPCd	0	85658
ReturnHeader/ReturnTs	0	2022-04-01T11:43:16-00:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	Larry
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	Rogovein
ReturnHeader/TaxPeriodBeginDt	0	2021-01-01
ReturnHeader/TaxPeriodEndDt	0	2021-12-31
ReturnHeader/TaxYr	0	2021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $47,594
Liabilities: $0
Net assets: $47,594
Revenue: $5,072
Expenses: $706
Net income: $4,366

	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