Civic Intelligence

The Roosevelt Foundation

990EZ • Fiscal year 2022 • EIN 82-2867755

Jan 01, 2022 to Dec 31, 2022 • Filed on Feb 10, 2023

Organization ProfileN/A
300 E Long StColumbus, OH 43215

(614) 670-5228

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.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

93rd percentile

64%

Higher net margin than 93% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

77th percentile

31%

Faster asset growth than 77% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

44th percentile

3.1%

Faster revenue growth than 44% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$207,879

Up $49,095 (+31%) from 2021

Net Assets

Up

$207,879

Up $49,095 (+31%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin93rd percentile

Revenue

Up

$77,236

Up $2,325 (+3.1%) from 2021

Expenses

Down

$28,141

Down $12,724 (-31%) from 2021

Net Income

Up

$49,095

Up $15,049 (+44%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth77th percentile

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

$300K$200K$100K$0Assets 2018: $28,717Liabilities 2018: $0Net Assets 2018: $28,7172018Assets 2019: $66,810Liabilities 2019: $0Net Assets 2019: $66,8102019Assets 2020: $124,738Liabilities 2020: $0Net Assets 2020: $124,7382020Assets 2021: $158,784Liabilities 2021: $0Net Assets 2021: $158,7842021Assets 2022: $207,879Liabilities 2022: $0Net Assets 2022: $207,8792022Assets 2023: $276,060Liabilities 2023: $0Net Assets 2023: $276,0602023Assets 2024: $276,729Net Assets 2024: $276,7292024

Highlighted filing

2022

Assets$207,879
Liabilities$0
Net Assets$207,879
Open 2022 Filing

Operations Trend

Revenue Growth44th percentile

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

$100K$50K$0Revenue 2018: $69,128Expenses 2018: $44,389Net Income 2018: $24,7392018Revenue 2019: $69,170Expenses 2019: $31,077Net Income 2019: $38,0932019Revenue 2020: $62,973Expenses 2020: $5,045Net Income 2020: $57,9282020Revenue 2021: $74,911Expenses 2021: $40,865Net Income 2021: $34,0462021Revenue 2022: $77,236Expenses 2022: $28,141Net Income 2022: $49,0952022Revenue 2023: $81,325Expenses 2023: $13,144Net Income 2023: $68,1812023Revenue 2024: $22,150Expenses 2024: $21,481Net Income 2024: $6692024

Highlighted filing

2022

Revenue$77,236
Expenses$28,141
Net Income$49,095
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Feb 10, 2023
Return Version
2022v4.1
Gross Receipts
$77,236
Mission and Program Overview

Mission

Provide funding for non-profit organizations advocating for the end of unclean water, hunger, sex trafficking and slavery

Program Services

DescriptionGrantsExpenses
IDENTIFY NON-PROFIT ORGANIZATIONS THAT PROMOTE THE END OF UNCLEAN WATER,HUNGER, SEX TRAFFICKING AND SLAVERY AND PROVIDE SUPPORT$0$14,105
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KENNY SIPESPresidentPT$0--
-Vice PresidentPT$0--
ADAM NESSTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
The Roosevelt Foundation
EIN
82-2867755
Phone
6146705228
Address
300 E LONG ST, COLUMBUS, OH 43215

Signing Officer

Name
Kenneth Sipes
Title
President
Phone
6146705228
Signed
2023-02-10
Discuss with paid preparer
Yes

Preparer

Firm
CPA Solutions LLC
Address
8425 Pulsar Place Suite 220, Columbus, OH 43240
Preparer
Susan Lauck CPA
Phone
6144290890
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 10

“Charitable contribution; non-profits; : , , , ; , 16925.”

Form 990EZ, Part I, Line 16

“ADVERTISING 2065.”

Form 990EZ, Part I, Line 16

“Legal and professional fees 3906.”

Form 990EZ, Part I, Line 16

“OFFICE SUPPLIES 830.”

Form 990EZ, Part I, Line 16

“REGISTRATION FEES 438.”

Form 990EZ, Part I, Line 16

“TRAVEL 377.”

Form 990EZ, Part II, Line 24

“Accounts receivable 150984. 204712.”

Raw XML Appendix180 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0KENNY SIPES
IRS990EZ/BooksInCareOfDetail/PhoneNum06146705228
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0300 E LONG ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0COLUMBUS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd043215
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt07800
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt03167
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt077236
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt049095
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0158784
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0207879
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt016925
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt077236
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0158784
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0207879
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0158784
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0207879
IRS990EZ/OccupancyRentUtltsAndMaintAmt03600
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt0CHRIS WEBB
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KENNY SIPES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ADAM NESS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0150984
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0204712
IRS990EZ/OtherExpensesTotalAmt07616
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE FUNDING FOR NON-PROFIT ORGANIZATIONS ADVOCATING FOR THE END OF UNCLEAN WATER, HUNGER, SEX TRAFFICKING AND SLAVERY
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0IDENTIFY NON-PROFIT ORGANIZATIONS THAT PROMOTE THE END OF UNCLEAN WATER,HUNGER, SEX TRAFFICKING AND SLAVERY AND PROVIDE SUPPORT
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt014105
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0true
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OH
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt028141
IRS990EZ/TotalProgramServiceExpensesAmt014105
IRS990EZ/TotalRevenueAmt077236
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt077236
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt074911
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt059973
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt069170
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt069128
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0350418
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt03000
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt03000
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt03000
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt03000
IRS990ScheduleA/InvestmentIncomeCYPct00.00850
IRS990ScheduleA/InvestmentIncomePYPct00.01060
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.99150
IRS990ScheduleA/PublicSupportPY509Pct00.98940
IRS990ScheduleA/PublicSupportTotal509Amt0350418
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt077236
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt074911
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt059973
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt069170
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt069128
IRS990ScheduleA/Total509Grp/TotalAmt0350418
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0353418
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CHARITABLE CONTRIBUTION; NON-PROFITS; : , , , ; , 16925.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ADVERTISING 2065.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2LEGAL AND PROFESSIONAL FEES 3906.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OFFICE SUPPLIES 830.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4REGISTRATION FEES 438.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TRAVEL 377.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ACCOUNTS RECEIVABLE 150984. 204712.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part II, Line 24
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KENNETH SIPES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06146705228
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-02-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ROOSEVELT FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROOS
ReturnHeader/Filer/EIN0822867755
ReturnHeader/Filer/PhoneNum06146705228
ReturnHeader/Filer/USAddress/AddressLine1Txt0300 E LONG ST
ReturnHeader/Filer/USAddress/CityNm0COLUMBUS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043215
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0201842518
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CPA Solutions LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08425 Pulsar Place Suite 220
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Columbus
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043240
ReturnHeader/PreparerPersonGrp/PhoneNum06144290890
ReturnHeader/PreparerPersonGrp/PreparationDt02023-03-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Susan Lauck CPA
ReturnHeader/ReturnTs02023-03-08T07:50:51-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KENNETH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SIPES
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$207,879
Liabilities
$0
Net assets
$207,879
Revenue
$77,236
Expenses
$28,141
Net income
$49,095
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.77$2.77$0.22$0.21$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.76$0.00$2.76$0.81$0.13$0.68
2022Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$0.77$0.28$0.49
2021Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.75$0.41$0.34
2020Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.63$0.05$0.58
2019Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.69$0.31$0.38
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.29$0.00$0.29$0.69$0.44$0.25