Civic Intelligence

Davidson-Rogovein Charitable Trust

990PF • Fiscal year 2023 • EIN 76-6119705

Jan 01, 2023 to Dec 31, 2023 • Filed on Mar 01, 2024

Organization Profile
12090 N Thornydale Rd PMB 110-212Marana, AZ 85658

(520) 744-7646

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

3rd percentile

-506%

Higher net margin than 3% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

44th percentile

-2.1%

Faster asset growth than 44% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

4th percentile

-93%

Faster revenue growth than 4% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$50,305

Down $1,089 (-2.1%) from 2022

Net Assets

Down

$50,305

Down $1,089 (-2.1%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin3rd percentile

Revenue

Down

$319

Down $3,944 (-93%) from 2022

Expenses

Up

$1,933

Up $1,470 (+317%) from 2022

Net Income

Down

-$1,614

Down $5,414 (-142%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$80K$60K$40K$20K$0Assets 2011: $78,325Liabilities 2011: $02011Assets 2012: $75,344Liabilities 2012: $02012Assets 2013: $72,812Liabilities 2013: $02013Assets 2014: $64,254Liabilities 2014: $02014Assets 2015: $57,007Liabilities 2015: $02015Assets 2019: $40,697Liabilities 2019: $02019Assets 2020: $44,256Liabilities 2020: $0Net Assets 2020: $44,2562020Assets 2021: $47,594Liabilities 2021: $0Net Assets 2021: $47,5942021Assets 2022: $51,394Liabilities 2022: $0Net Assets 2022: $51,3942022Assets 2023: $50,305Liabilities 2023: $0Net Assets 2023: $50,3052023Assets 2024: $46,400Liabilities 2024: $1,628Net Assets 2024: $44,7722024

Highlighted filing

2023

Assets$50,305
Liabilities$0
Net Assets$50,305
Open 2023 Filing

Operations Trend

Revenue Growth4th percentile

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

$20K$10K$0-$10KRevenue 2011: -$2,222Expenses 2011: $7,235Net Income 2011: -$9,4572011Revenue 2012: $5,980Expenses 2012: $8,961Net Income 2012: -$2,9812012Revenue 2013: $8,952Expenses 2013: $11,466Net Income 2013: -$2,5142013Revenue 2014: $575Expenses 2014: $9,133Net Income 2014: -$8,5582014Revenue 2015: -$1,563Expenses 2015: $5,684Net Income 2015: -$7,2472015Revenue 2019: -$1,429Expenses 2019: $360Net Income 2019: -$1,7892019Revenue 2020: $4,091Expenses 2020: $510Net Income 2020: $3,5812020Revenue 2021: $5,072Expenses 2021: $706Net Income 2021: $4,3662021Revenue 2022: $4,263Expenses 2022: $463Net Income 2022: $3,8002022Revenue 2023: $319Expenses 2023: $1,933Net Income 2023: -$1,6142023Revenue 2024: -$1,183Expenses 2024: $3,895Net Income 2024: -$5,0782024

Highlighted filing

2023

Revenue$319
Expenses$1,933
Net Income-$1,614
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Mar 1, 2024
Return Version
2023v4.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Larry J RogoveinTrustee-$0--
Melanie D RogoveinTrustee-$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 PMB 110-212, Marana, AZ 85658

Signing Officer

Name
Larry J Rogovein
Title
Trustee
Phone
5207447646
Signed
2024-03-01
Discuss with paid preparer
No
Raw XML Appendix250 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Larry J Rogovein
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Melanie D Rogovein
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TaxesSchedule/TaxesDetail/Amt117
TaxesSchedule/TaxesDetail/CategoryTxt0Federal Income
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Larry J Rogovein
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum05207447646
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-03-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Davidson-Rogovein Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0766119705
ReturnHeader/Filer/InCareOfNm0% Larry J Rogovein
ReturnHeader/Filer/PhoneNum05207447646
ReturnHeader/Filer/USAddress/AddressLine1Txt012090 N Thornydale Rd PMB 110-212
ReturnHeader/Filer/USAddress/CityNm0Marana
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085658
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/ReturnTs02024-03-01T11:59:50-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Larry
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Rogovein
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$50,305
Liabilities
$0
Net assets
$50,305
Revenue
$319
Expenses
$1,933
Net income
-$1,614
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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