Civic Intelligence

The Robert and Sherry Guth Charitable Foundation

990PF • Fiscal year 2021 • EIN 82-3448044

Jan 01, 2021 to Dec 31, 2021 • Filed on May 09, 2022

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

66th percentile

0.18x

Higher debt load relative to assets than 66% of similar nonprofits.

2021 filings • NTEE P20 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2021

Net Margin

100th percentile

136%

Higher net margin than 100% of similar nonprofits.

2021 filings • NTEE P20 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

2021 filings • NTEE P20 • $1M-$5M nonprofits • Source year 2021

Asset Growth

8th percentile

-16%

Faster asset growth than 8% of similar nonprofits.

2021 filings • NTEE P20 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

Score unavailable

No value available

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

Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets66th percentile

Assets

Down

$1,665,019

Down $313,215 (-16%) from 2020

Net Assets

Down

$1,370,277

Down $488,878 (-26%) from 2020

Liabilities

Up

$294,742

Up $175,663 (+148%) from 2020

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$166,137

Down $251,958 (-294%) from 2020

Expenses

Up

$59,841

Up $15,838 (+36%) from 2020

Net Income

Down

-$225,978

Down $267,796 (-640%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth8th 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

2021

Assets$1,665,019
Liabilities$294,742
Net Assets$1,370,277
Open 2021 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

2021

Revenue-$166,137
Expenses$59,841
Net Income-$225,978
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 9, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay49th 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
2022-05-09
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 Appendix336 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/PersonNm1SHERRY D GUTH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT &
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt11NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0259 PENNINGTON TITUSVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1161 N CLARK STREET STE 3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2225 REINEKERS LN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31125 E MOREHEAD ST 101
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41123 CHURCH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5514 N OLD STATESVILLE RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6658 MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7BOX 7170
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt818745 W CATAWBA AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt93395 AIRPORT ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt10320 W 57TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11266 N BROAD STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PENNINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CHICAGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2ALEXANDRIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3CHARLOTTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4CHARLOTTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5HUNTERSVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6FAIR BLUFF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7DAVIDSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8CORNELIUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9PINEHURST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm11MOORESVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd10NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd11NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd008534
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd160601
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd222314
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd328204
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd428203
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd528078
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd628439
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd728035
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd828117
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd928374
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1010019
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1128115
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt057100
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/AppliedToCurrentYearAmt018518
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt039982
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt092480
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt058500
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt073962
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt039982
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0262900
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED DEPRECIATION IN SECURITIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt03
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0117829
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0SHORTS - CALL 100 DISNEY EXP 1/21/22
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc1SHORTS - CALL 100 DISNEY EXP 1/20/23
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0291308
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0150
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1125
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ML ACCOUNT MGMT FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1CREDIT CARD PROCESSING FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0125
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0150
TaxesSchedule/TaxesDetail/Amt01188
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX ON INVESTMENT INCOME
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01188
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT E GUTH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT & TREAS
ReturnHeader/BusinessOfficerGrp/PhoneNum07046636702
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-09
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/PreparationDt02022-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID HOFFMAN
ReturnHeader/ReturnTs02022-05-10T13:01:16-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBERT E
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GUTH
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,665,019
Liabilities
$294,742
Net assets
$1,370,277
Revenue
-$166,137
Expenses
$59,841
Net income
-$225,978
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