Civic Intelligence

Steve and Kaayla Roth Foundation

EIN 83-6498500 • South Gate, CA

Pub. 78 Eligible
9302 S Garfield AvenueSouth Gate, CA 90280
Siviq Scores

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

Liabilities / Assets

62nd percentile

0.00x

Higher debt load relative to assets than 62% of similar nonprofits.

<$500k nonprofits • Source year 2023

Liabilities / Revenue

63rd percentile

0.00x

Higher debt load relative to revenue than 63% of similar nonprofits.

<$500k nonprofits • Source year 2023

Net Margin

23rd percentile

-25%

Higher net margin than 23% of similar nonprofits.

<$500k nonprofits • Source year 2023

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

<$500k nonprofits • Source year 2022

Asset Growth

21st percentile

-39%

Faster asset growth than 21% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

99th percentile

5917%

Faster revenue growth than 99% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Down

$65,110

Down $12,412 (-16%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$65,110

Down $12,412 (-16%) from 2023

Operations
Liabilities / Revenue63rd percentileNet Margin23rd percentile

Revenue

Down

$6,798

Down $192,121 (-97%) from 2023

Expenses

Down

$19,183

Down $230,206 (-92%) from 2023

Net Income

Up

-$12,385

Up $38,085 (+75%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth21st percentile

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

$200K$150K$100K$50K$0Assets 2019: $84,588Liabilities 2019: $2,0002019Assets 2020: $78,065Liabilities 2020: $0Net Assets 2020: $78,0652020Assets 2021: $177,468Liabilities 2021: $0Net Assets 2021: $177,4682021Assets 2022: $128,053Liabilities 2022: $0Net Assets 2022: $128,0532022Assets 2023: $77,522Liabilities 2023: $0Net Assets 2023: $77,5222023Assets 2024: $65,110Liabilities 2024: $0Net Assets 2024: $65,1102024

Highlighted filing

2024

Assets$65,110
Liabilities$0
Net Assets$65,110
Open 2024 Filing

Operations Trend

Revenue Growth99th percentile

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

$300K$200K$100K$0-$100KRevenue 2019: $88,546Expenses 2019: $5,958Net Income 2019: $82,5882019Revenue 2020: $53,405Expenses 2020: $57,924Net Income 2020: -$4,5192020Revenue 2021: $103,322Expenses 2021: $3,908Net Income 2021: $99,4142021Revenue 2022: $3,306Expenses 2022: $52,706Net Income 2022: -$49,4002022Revenue 2023: $198,919Expenses 2023: $249,389Net Income 2023: -$50,4702023Revenue 2024: $6,798Expenses 2024: $19,183Net Income 2024: -$12,3852024

Highlighted filing

2024

Revenue$6,798
Expenses$19,183
Net Income-$12,385
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$65,110
Liabilities
$0
Net assets
$65,110
Revenue
$6,798
Expenses
$19,183
Net income
-$12,385
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$0.07$0.19$0.12
2023Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$1.99$2.49$0.50
2022Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.03$0.53$0.49
2021Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$1.03$0.04$0.99
2020Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.53$0.58$0.05
2019Summary only. Only limited summary data is available for this year.$0.85$0.02$0.89$0.06$0.83
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 5, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEVEN ROTHTrustee-$0--
KAAYLA ROTHTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Steve and Kaayla Roth Foundation
EIN
83-6498500
Phone
5629280010
Address
9302 S GARFIELD AVENUE, SOUTH GATE, CA 90280

Signing Officer

Name
Steven Roth
Title
Trustee
Phone
5629280010
Signed
2025-05-05
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
601 S FIGUEROA ST STE 900, LOS ANGELES, CA 90017-5743
Preparer
Christina Figueroa
Phone
2133566000
Raw XML Appendix347 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/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum05629280100
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt015000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SERPENTINE AMERICAS FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1SMILE TRAIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 1510
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 96231
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1WASHINGTON
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010150
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1200906231
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt016000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt04895
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt04895
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0240894
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt045168
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt048808
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0347337
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt012467
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0240894
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt045168
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt048808
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt017362
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt012467
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0347337
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0334870
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0160
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ACCRUED DIVIDENDS - S&P 500 INDEX FUND
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0151
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0151
OtherDecreasesSchedule/OtherDecreasesDetail/Amt027
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ROUNDING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0CA ATTORNEY GENERAL
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt075
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt075
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt08
OtherIncomeSchedule2/OtherIncomeDetail/Desc0NONDIVIDEND DISTRIBUTION
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt08
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0495
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MANAGEMENT & INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0495
TaxesSchedule/TaxesDetail/Amt038
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt038
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVEN ROTH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05629280010
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STEVE AND KAAYLA ROTH FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0STEV
ReturnHeader/Filer/EIN0836498500
ReturnHeader/Filer/PhoneNum05629280010
ReturnHeader/Filer/USAddress/AddressLine1Txt09302 S GARFIELD AVENUE
ReturnHeader/Filer/USAddress/CityNm0SOUTH GATE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090280
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0920460586
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PWC US TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0601 S FIGUEROA ST STE 900
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOS ANGELES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0900175743
ReturnHeader/PreparerPersonGrp/PhoneNum02133566000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTINA FIGUEROA
ReturnHeader/ReturnTs02025-05-14T16:01:00-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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