Civic Intelligence

The Robert and Sherry Guth Charitable Foundation

990PF • Fiscal year 2020 • EIN 82-3448044

Jan 01, 2020 to Dec 31, 2020 • Filed on May 03, 2021

Organization Profile
203 Brawley Harbor PlaceMooresville, NC 28117

(704) 663-6702

Siviq Scores

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

Liabilities / Assets

49th percentile

0.06x

Higher debt load relative to assets than 49% of similar nonprofits.

2020 filings • NTEE P20 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

90th percentile

1.39x

Higher debt load relative to revenue than 90% of similar nonprofits.

2020 filings • NTEE P20 • $1M-$5M nonprofits • Source year 2020

Net Margin

86th percentile

49%

Higher net margin than 86% of similar nonprofits.

2020 filings • NTEE P20 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2020 filings • NTEE P20 • $1M-$5M nonprofits • Source year 2020

Asset Growth

52nd percentile

23%

Faster asset growth than 52% of similar nonprofits.

2020 filings • NTEE P20 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

Score unavailable

No value available

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

Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$1,978,234

Up $370,548 (+23%) from 2019

Net Assets

Up

$1,859,155

Up $407,318 (+28%) from 2019

Liabilities

Down

$119,079

Down $36,770 (-24%) from 2019

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin86th percentile

Revenue

Up

$85,821

Up $148,457 (+237%) from 2019

Expenses

Down

$44,003

Down $30,806 (-41%) from 2019

Net Income

Up

$41,818

Up $179,263 (+130%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2018: $1,310,625Liabilities 2018: $71,143Net Assets 2018: $1,239,4822018Assets 2019: $1,607,686Liabilities 2019: $155,849Net Assets 2019: $1,451,8372019Assets 2020: $1,978,234Liabilities 2020: $119,079Net Assets 2020: $1,859,1552020Assets 2021: $1,665,019Liabilities 2021: $294,742Net Assets 2021: $1,370,2772021Assets 2022: $890,368Liabilities 2022: $2,275Net Assets 2022: $888,0932022Assets 2023: $1,602,671Liabilities 2023: $68,295Net Assets 2023: $1,534,3762023Assets 2024: $1,479,027Liabilities 2024: $139,755Net Assets 2024: $1,339,2722024

Highlighted filing

2020

Assets$1,978,234
Liabilities$119,079
Net Assets$1,859,155
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$600K$400K$200K$0-$200K-$400KRevenue 2018: $9,594Expenses 2018: $63,988Net Income 2018: -$54,3942018Revenue 2019: -$62,636Expenses 2019: $74,809Net Income 2019: -$137,4452019Revenue 2020: $85,821Expenses 2020: $44,003Net Income 2020: $41,8182020Revenue 2021: -$166,137Expenses 2021: $59,841Net Income 2021: -$225,9782021Revenue 2022: $28,917Expenses 2022: $34,516Net Income 2022: -$5,5992022Revenue 2023: $528,895Expenses 2023: $111,748Net Income 2023: $417,1472023Revenue 2024: -$18,250Expenses 2024: $90,038Net Income 2024: -$108,2882024

Highlighted filing

2020

Revenue$85,821
Expenses$44,003
Net Income$41,818
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 3, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT E GUTHPresident &-$0--
SHERRY D GUTHV President-$0--
Filing and Contact Details

Filer

Filer Name
The Robert & Sherry Guth
EIN
82-3448044
Phone
7046636702
Address
203 BRAWLEY HARBOR PLACE, MOORESVILLE, NC 28117

Signing Officer

Name
Robert E Guth
Title
President & Treas
Phone
7046636702
Signed
2021-05-03
Discuss with paid preparer
Yes

Preparer

Firm
Trosch & Co Llp
Address
750 HOLIDAY DR STE 105, PITTSBURGH, PA 15220-2846
Preparer
David Hoffman
Phone
4124584900
Raw XML Appendix304 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/PersonNm0ROBERT E GUTH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1SHERRY D GUTH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT &
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1V PRESIDENT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1161 N CLARK STREET STE 3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2217 BRAWLEY SCHOOL ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31221 W WHITEHALL RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41123 CHURCH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5367 DUCK THURMOND RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6PO BOX 154
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0GREENWICH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CHICAGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2MOORESVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3STATE COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4CHARLOTTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5DAWSONVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6DAVIDSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd006836
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd160601
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd228117
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd316801
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd428203
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd530534
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd628036
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt042395
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt025902
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt017743
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt065884
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt043645
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt039982
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt017743
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0365500
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED APPRECIATION IN SECURITIES
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0155849
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0SHORTS - CALL 100 DISNEY EXP 1/21/22
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc1SHORTS - CALL 100 DISNEY EXP 1/15/21
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0117829
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0175
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0175
TaxesSchedule/TaxesDetail/Amt0183
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX ON INVESTMENT INCOME
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0183
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT E GUTH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT & TREAS
ReturnHeader/BusinessOfficerGrp/PhoneNum07046636702
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ROBERT & SHERRY GUTH
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0823448044
ReturnHeader/Filer/PhoneNum07046636702
ReturnHeader/Filer/USAddress/AddressLine1Txt0203 BRAWLEY HARBOR PLACE
ReturnHeader/Filer/USAddress/CityNm0MOORESVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028117
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0251502921
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TROSCH & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0750 HOLIDAY DR STE 105
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0152202846
ReturnHeader/PreparerPersonGrp/PhoneNum04124584900
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID HOFFMAN
ReturnHeader/ReturnTs02021-05-10T11:42:02-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBERT E
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GUTH
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,978,234
Liabilities
$119,079
Net assets
$1,859,155
Revenue
$85,821
Expenses
$44,003
Net income
$41,818
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.48$0.14$1.34$0.02$0.09$0.11
2023Detailed filing. Detailed filing data is available for this year.$1.60$0.07$1.53$0.53$0.11$0.42
2022Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.03$0.03$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.67$0.29$1.37$0.17$0.06$0.23
2020Detailed filing. Detailed filing data is available for this year.$1.98$0.12$1.86$0.09$0.04$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.61$0.16$1.45$0.06$0.07$0.14
2018Detailed filing. Detailed filing data is available for this year.$1.31$0.07$1.24$0.01$0.06$0.05