Civic Intelligence

Stephen and Jean Roth Charitable Foundation

990PF • Fiscal year 2012 • EIN 95-4479497

Jan 01, 2012 to Dec 31, 2012 • Filed on Aug 12, 2013

Organization Profile
13363 SW Iron Mountain BlvdSuite97219
Siviq Scores

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

Liabilities / Assets

85th percentile

0.23x

Higher debt load relative to assets than 85% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

95th percentile

144%

Faster asset growth than 95% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets85th percentile

Assets

Up

$242,575

Up $143,193 (+144%) from 2011

Net Assets

$187,000

No earlier filing loaded for comparison.

Liabilities

Up

$55,575

Up $3,000 (+5.7%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$58,320

Down $2,190 (-3.6%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth95th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $99,382Liabilities 2011: $52,5752011Assets 2012: $242,575Liabilities 2012: $55,575Net Assets 2012: $187,0002012Assets 2013: $266,015Liabilities 2013: $55,5752013Assets 2014: $303,045Liabilities 2014: $55,5752014Assets 2015: $339,399Liabilities 2015: $55,5752015Assets 2016: $458,766Liabilities 2016: $55,575Net Assets 2016: $403,1912016Assets 2017: $733,508Liabilities 2017: $55,575Net Assets 2017: $677,9332017Assets 2018: $1,165,118Liabilities 2018: $55,575Net Assets 2018: $1,109,5432018Assets 2019: $1,563,287Liabilities 2019: $55,575Net Assets 2019: $1,507,7122019Assets 2020: $1,815,205Liabilities 2020: $55,575Net Assets 2020: $1,759,6302020Assets 2021: $1,305,829Liabilities 2021: $56,075Net Assets 2021: $1,249,7542021Assets 2022: $1,411,675Liabilities 2022: $56,075Net Assets 2022: $1,355,6002022Assets 2023: $1,504,658Liabilities 2023: $56,0752023

Highlighted filing

2012

Assets$242,575
Liabilities$55,575
Net Assets$187,000
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500KRevenue 2011: $11Expenses 2011: $60,510Net Income 2011: -$60,4992011Expenses 2012: $58,3202012Revenue 2013: $111,375Expenses 2013: $87,935Net Income 2013: $23,4402013Revenue 2014: $184,350Expenses 2014: $105,772Net Income 2014: $78,5782014Revenue 2015: $109,188Expenses 2015: $41,866Net Income 2015: $67,3222015Revenue 2016: $252,307Expenses 2016: $66,862Net Income 2016: $185,4452016Revenue 2017: $365,609Expenses 2017: $46,821Net Income 2017: $318,7882017Revenue 2018: $837,722Expenses 2018: $129,162Net Income 2018: $708,5602018Revenue 2019: $624,849Expenses 2019: $148,403Net Income 2019: $476,4462019Revenue 2020: $443,635Expenses 2020: $191,717Net Income 2020: $251,9182020Revenue 2021: $478,500Expenses 2021: $156,625Net Income 2021: $321,8752021Revenue 2022: $382,538Expenses 2022: $140,894Net Income 2022: $241,6442022Revenue 2023: $290,400Expenses 2023: $143,411Net Income 2023: $146,9892023

Highlighted filing

2012

Revenue-
Expenses$58,320
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Aug 12, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHEN ROTHPresident-$0--
JEAN ROTHSecretary-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantLewis & Clark CollegeSee Below*Exempt OrganizationPortland, OR, US$35,000
Paid GrantConfluence ProjectSee Below*Exempt OrganizationPortland, OR, US$5,000
Paid GrantOregon Humane SocietySEE BELOW*Exempt OrganizationPORTLAND, OR, US$2,500
Paid GrantBoys and Girls ClubSee Below*Exempt OrganizationAtlanta, GA, US$2,500
Paid GrantPortland Art MuseumSee Below*Exempt OrganizationPortland, OR, US$1,500
Paid GrantElevate OregonSee Below*Exempt OrganizationPortland, OR, US$1,500
Paid GrantJunior AchievementSee Below*Exempt OrganizationPortland, OR, US$1,000
Paid GrantInternational Documentary AssociationSee Below*Exempt OrganizationLos Angeles, CA, US$1,000
Paid GrantThe Nature ConservancySee Below*Exempt OrganizationArlington, VA, US$500
Paid GrantThe Freshwater TrustSee Below*Exempt OrganizationPortland, OR, US$250
Paid GrantOregon Public BroadcastingSee Below*Exempt OrganizationPortland, OR, US$105
Filing and Contact Details

Filer

EIN
95-4479497
Raw XML Appendix361 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
AccountingFeesSchedule/AccountingFees/Amount06950
AccountingFeesSchedule/AccountingFees/Category0TAX PREPARATION FEE
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/UnrelatedBusinessIncomeAmount06
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount06
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA06
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss06950
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps050855
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss050855
IRS990PF/AnalysisOfRevenueAndExpenses/ContriReceivedRevAndExpnss0198507
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm06
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss06
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0140193
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm0515
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss0515
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps050855
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm0515
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss058320
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome06
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses0198513
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm0515
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss07465
IRS990PF/BalanceSheets/CashBOY044
IRS990PF/BalanceSheets/CashEOY044
IRS990PF/BalanceSheets/CashEOYFMV044
IRS990PF/BalanceSheets/LoansFromOfficersBOY052575
IRS990PF/BalanceSheets/LoansFromOfficersEOY055575
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/RetainedEarningsBOY046807
IRS990PF/BalanceSheets/RetainedEarningsEOY0187000
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY099338
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY0242531
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV0242531
IRS990PF/BalanceSheets/TotalAssetsBOY099382
IRS990PF/BalanceSheets/TotalAssetsEOY0242575
IRS990PF/BalanceSheets/TotalAssetsEOYFMV0242575
IRS990PF/BalanceSheets/TotalLiabilitiesBOY052575
IRS990PF/BalanceSheets/TotalLiabilitiesEOY055575
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY099382
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0242575
IRS990PF/BalanceSheets/TotalNetAssetsBOY046807
IRS990PF/BalanceSheets/TotalNetAssetsEOY0187000
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0140193
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0187000
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY046807
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0187000
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted03594
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj03594
IRS990PF/DistributableAmount/DistributableAmountBeforeDed03594
IRS990PF/DistributableAmount/MinimumInvestmentReturn03594
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome00
IRS990PF/DistributableAmount/TotalTax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments00
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0242575
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets072965
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances044
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities072921
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable01094
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn03594
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets071871
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets072965
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0STEPHEN ROTH
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1JEAN ROTH
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1SECRETARY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1013363 SW Iron Mountain Blvd
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1113363 SW Iron Mountain Blvd
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0Portland
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1Portland
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0OR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1OR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode097219
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode197219
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets00
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.0
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.0
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.0
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.0
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.0
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.0
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets071871
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear100
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear200
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear300
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear400
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear500
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome00
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions050855
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1055650
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2027760
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3028468
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4012600
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5011630
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.0
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions050855
IRS990PF/QualifyingDistributions/AmountsPaidAcqCharitableAssets00
IRS990PF/QualifyingDistributions/AmountsSetAsideCashDistriTest00
IRS990PF/QualifyingDistributions/AmountsSetAsideSuitabilityTest00
IRS990PF/QualifyingDistributions/ExpensesAndContributions050855
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm00
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions050855
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10STEPHEN A ROTH
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber05039533780
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine1013363 SW IRON MOUNTAIN BLVD
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0Portland
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0OR
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode097219
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0OR
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProceedsOrNetIncome0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SummaryOfDirectCharitableActy/Description10NOT APPLICABLE
IRS990PF/SumOfProgramRelatedInvestments/Description10NOT APPLICABLE
IRS990PF/SupplementaryInformation/ContributingManager0STEPHEN ROTH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount02500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount135000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount21500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount32500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount4500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount51500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount61000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount7105
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount8250
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount95000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount101000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0SEE BELOW*
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1See Below*
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2See Below*
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3See Below*
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4See Below*
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5See Below*
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6See Below*
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution7See Below*
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution8See Below*
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution9See Below*
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution10See Below*
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10Oregon Humane Society
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11Lewis & Clark College
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12Portland Art Museum
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13Boys and Girls Club
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14The Nature Conservancy
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine15Elevate Oregon
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine16Junior Achievement
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine17Oregon Public Broadcasting
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine18The Freshwater Trust
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine19Confluence Project
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine110International Documentary Association
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0Exempt Organization
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1Exempt Organization
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2Exempt Organization
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3Exempt Organization
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4Exempt Organization
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus5Exempt Organization
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus6Exempt Organization
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus7Exempt Organization
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus8Exempt Organization
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus9Exempt Organization
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus10Exempt Organization
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship4NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship5NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship6NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship7NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship8NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship9NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship10NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10Post Office Box 11364
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine110615 SW Palatine Hill Road
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine121219 SW Park Avenue
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine131275 Peachtree Street NE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine144245 North Fairfax Drive Suite 100
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1512730 NE Marx St
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine167830 SE Foster Road
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine177140 SW Macadam Avenue
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1865 SW Yamhill St Suite 200
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine19Celilo Park
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1101201 West 5th Street Suite M270
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine201067 NE Columbia Blvd
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine21PO Box 42243
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0PORTLAND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1Portland
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2Portland
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3Atlanta
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4Arlington
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5Portland
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City6Portland
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City7Portland
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City8Portland
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City9Portland
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City10Los Angeles
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0OR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1OR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2OR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3GA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4VA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5OR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State6OR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State7OR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State8OR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State9OR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State10CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode097211
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode197219
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode297205
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode3303093506
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode4222031600
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode597230
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode697206
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode797219
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode897294
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode997242
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode1090017
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/ShareholderManager0NA
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear050855
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear03594
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted03594
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1055650
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2027760
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3028468
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4012600
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5011630
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5011630
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0171739
IRS990PF/UndistributedIncome/ExcessFromCurrentYear047261
IRS990PF/UndistributedIncome/ExcessFromYear1055650
IRS990PF/UndistributedIncome/ExcessFromYear2027760
IRS990PF/UndistributedIncome/ExcessFromYear3028468
IRS990PF/UndistributedIncome/ExcessFromYear4012600
IRS990PF/UndistributedIncome/PriorYear102010
IRS990PF/UndistributedIncome/PriorYear202009
IRS990PF/UndistributedIncome/PriorYear302008
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions050855
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus047261
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus0183369
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0136108
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
IRS990ScheduleB/ContributorInfo/AggregateContributions0198507
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine1013363 SW IRON MOUNTAIN BLVD
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0PORTLAND
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0OR
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode097219
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual0Stephen Roth
IRS990ScheduleB/ContributorInfo/ContributorNumber01
IRS990ScheduleB/ContributorInfo/PersonContributionType0X
IRS990ScheduleB/GeneralRule0X
IRS990ScheduleB/Organization501c3ExemptPF0X
OtherExpensesSchedule/OtherExpenses/Description0INVEST. MGMT FEES & OTHER EXP
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome0515
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0515
TaxesSchedule/Taxes/Category0FOREIGN TAXES PAID
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0954479497
ReturnHeader/Filer/InCareOfName0% STEPHEN A ROTH
ReturnHeader/Filer/Name/BusinessNameLine10Stephen & Jean Roth Charitable
ReturnHeader/Filer/Name/BusinessNameLine20Foundation
ReturnHeader/Filer/NameControl0STEP
ReturnHeader/Filer/Phone05039533780
ReturnHeader/Filer/USAddress/AddressLine1013363 SW Iron Mountain Blvd
ReturnHeader/Filer/USAddress/AddressLine20Suite
ReturnHeader/Filer/USAddress/City0Portland
ReturnHeader/Filer/USAddress/State0OR
ReturnHeader/Filer/USAddress/ZIPCode097219
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-08-12
ReturnHeader/Officer/Name0Stephen Roth
ReturnHeader/Officer/Phone07143617600
ReturnHeader/Officer/Title0President
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10HOLTHOUSE CARLIN & VAN TRIGT LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10555 ANTON BOULEVARD SUITE 700
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0COSTA MESA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode092626
ReturnHeader/Preparer/Name0David Erard
ReturnHeader/Preparer/Phone07143617600
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-08-13T22:57:28-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$242,575
Liabilities
$55,575
Net assets
$187,000
Revenue
-
Expenses
$58,320
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$1.50$0.06$0.29$0.14$0.15
2022Detailed filing. Detailed filing data is available for this year.$1.41$0.06$1.36$0.38$0.14$0.24
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.31$0.06$1.25$0.48$0.16$0.32
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.82$0.06$1.76$0.44$0.19$0.25
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.56$0.06$1.51$0.62$0.15$0.48
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.17$0.06$1.11$0.84$0.13$0.71
2017Detailed filing. Detailed filing data is available for this year.$0.73$0.06$0.68$0.37$0.05$0.32
2016Detailed filing. Detailed filing data is available for this year.$0.46$0.06$0.40$0.25$0.07$0.19
2015Summary only. Only limited summary data is available for this year.$0.34$0.06$0.11$0.04$0.07
2014Summary only. Only limited summary data is available for this year.$0.30$0.06$0.18$0.11$0.08
2013Summary only. Only limited summary data is available for this year.$0.27$0.06$0.11$0.09$0.02
2012Detailed filing. Detailed filing data is available for this year.$0.24$0.06$0.19$0.06
2011Summary only. Only limited summary data is available for this year.$0.10$0.05$0.00$0.06$0.06