Civic Intelligence

Roth Family Charitable Foundation

EIN 83-2054239 • Peoria, AZ

12125 W Palo Brea LanePeoria, AZ 85383
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

87th percentile

51%

Higher net margin than 87% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

60th percentile

$48,000

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 15.7% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

71st percentile

10%

Faster asset growth than 71% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

11th percentile

-30%

Faster revenue growth than 11% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$3,980,166

Up $377,059 (+10%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$3,980,166

Up $377,059 (+10%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin87th percentile

Revenue

Down

$305,943

Down $130,896 (-30%) from 2023

Expenses

Down

$151,088

Down $35,392 (-19%) from 2023

Net Income

Down

$154,855

Down $95,504 (-38%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth71st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2018: $2,928,057Liabilities 2018: $0Net Assets 2018: $2,928,0572018Assets 2019: $3,334,647Liabilities 2019: $0Net Assets 2019: $3,334,6472019Assets 2020: $3,362,572Liabilities 2020: $0Net Assets 2020: $3,362,5722020Assets 2021: $3,632,902Liabilities 2021: $0Net Assets 2021: $3,632,9022021Assets 2022: $3,164,267Liabilities 2022: $0Net Assets 2022: $3,164,2672022Assets 2023: $3,603,107Liabilities 2023: $0Net Assets 2023: $3,603,1072023Assets 2024: $3,980,166Liabilities 2024: $0Net Assets 2024: $3,980,1662024

Highlighted filing

2024

Assets$3,980,166
Liabilities$0
Net Assets$3,980,166
Open 2024 Filing

Operations Trend

Revenue Growth11th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2018: $3,162,887Expenses 2018: $0Net Income 2018: $3,162,8872018Revenue 2019: $1,013,072Expenses 2019: $35,059Net Income 2019: $978,0132019Revenue 2020: $21,143Expenses 2020: $157,231Net Income 2020: -$136,0882020Revenue 2021: $258,789Expenses 2021: $153,385Net Income 2021: $105,4042021Revenue 2022: $283,149Expenses 2022: $174,626Net Income 2022: $108,5232022Revenue 2023: $436,839Expenses 2023: $186,480Net Income 2023: $250,3592023Revenue 2024: $305,943Expenses 2024: $151,088Net Income 2024: $154,8552024

Highlighted filing

2024

Revenue$305,943
Expenses$151,088
Net Income$154,855
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,980,166
Liabilities
$0
Net assets
$3,980,166
Revenue
$305,943
Expenses
$151,088
Net income
$154,855
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.98$0.00$3.98$0.31$0.15$0.15
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.60$0.00$3.60$0.44$0.19$0.25
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.16$0.00$3.16$0.28$0.17$0.11
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.63$0.00$3.63$0.26$0.15$0.11
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.36$0.00$3.36$0.02$0.16$0.14
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.33$0.00$3.33$1.01$0.04$0.98
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.93$0.00$2.93$3.16$0.00$3.16
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 14, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Matthew M RothPresidentPT$48,000-$48,000
Patricia A RothSecretary-$0--
John-Matthew RothDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-UnrestrictedPCGilbert, AZ, US$50,000
Paid Grant-UnrestrictedPCHigley, AZ, US$40,000
Paid Grant-UnrestrictedPCCave Creek, AZ, US$5,000
Filing and Contact Details

Filer

Filer Name
Roth Family Charitable Foundation
EIN
83-2054239
Phone
6026841006
Address
12125 W Palo Brea Lane, Peoria, AZ 85383

Signing Officer

Name
John-Matthew Roth
Title
Director
Signed
2025-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Jon A Munson CPA
Address
4629 E Hamblin Drive, Phoenix, AZ 85050
Preparer
Jon Munson
Phone
6026891020
Raw XML Appendix291 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
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IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt058596
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt058596
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0106929
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt048000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt095000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt095000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0247347
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt0103193
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0103193
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0154855
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0445796
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt03736
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt03736
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt03736
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-48333
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt099427
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-248
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-16925
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-4069
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-27091
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-248
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-16925
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc111,283 Shares DFA World Ex-US Fixed Income Fund
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc29,028 Shares Vanguard Ultra Short Bond Fund
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc32,550 Shares Vanguard Mortgage-Backed Securities Fund
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-07-05
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32024-07-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-48333
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0222204
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IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Matthew M Roth
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Patricia A Roth
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2John-Matthew Roth
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Director
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt112125 W Palo Brea Lane
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt212125 W Palo Brea Lane
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Peoria
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Scottsdale
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Jon A Munson CPA
IRS990PF/StatementsRegardingActyGrp/PhoneNum04803052072
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0United Sound Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Pawsitive Friendships
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Donkeys of the Heart
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO Box 1054
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt13317 S Higley Rd 114-778
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt240632 N 60th Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Higley
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Gilbert
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Cave Creek
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2AZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd085236
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd185142
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd285331
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt095000
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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/AppliedToCurrentYearAmt02212
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0141374
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0184245
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0143586
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0182033
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0141374
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0John-Matthew Patricia A Roth
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt012125 W Palo Brea Lane
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Peoria
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0AZ
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd085383
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0247347
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0165347
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc01,100 Shares of iShares US Technology ETF (Ticker: IYW)
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02024-12-23
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0State registration
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0222204
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Increased in unrealized gains
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt07502
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Mgmt
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt07502
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0John-Matthew Roth
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Roth Family Charitable Foundation
ReturnHeader/Filer/BusinessNameControlTxt0ROTH
ReturnHeader/Filer/EIN0832054239
ReturnHeader/Filer/PhoneNum06026841006
ReturnHeader/Filer/USAddress/AddressLine1Txt012125 W Palo Brea Lane
ReturnHeader/Filer/USAddress/CityNm0Peoria
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085383
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0471708795
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Jon A Munson CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04629 E Hamblin Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Phoenix
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085050
ReturnHeader/PreparerPersonGrp/PhoneNum06026891020
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jon Munson
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-05-14T15:01:08-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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