Civic Intelligence

The Jack Roth Charitable Foundation

990PF • Fiscal year 2021 • EIN 95-4622086

Jan 01, 2021 to Dec 31, 2021 • Filed on Jun 10, 2022

Organization Profile
1234 Rimmer AvePacific Palisades, CA 90272

(310) 203-8400

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2021 filings • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

18th percentile

0.00x

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

2021 filings • $10M-$25M nonprofits • Source year 2021

Net Margin

2nd percentile

-212%

Higher net margin than 2% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

76th percentile

$250,000

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 18.0% of source-year revenue.

2021 filings • $10M-$25M nonprofits • Source year 2021

Asset Growth

8th percentile

-6.6%

Faster asset growth than 8% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

70th percentile

39%

Faster revenue growth than 70% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$20,051,978

Down $1,414,985 (-6.6%) from 2020

Net Assets

$20,051,978

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2020

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin2nd percentile

Revenue

Up

$1,391,250

Up $386,920 (+39%) from 2020

Expenses

Up

$4,341,558

Up $1,020,231 (+31%) from 2020

Net Income

Down

-$2,950,308

Down $633,311 (-27%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

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

$30M$20M$10M$0Assets 2010: $688,990Liabilities 2010: $0Net Assets 2010: $688,9902010Assets 2011: $715,429Liabilities 2011: $0Net Assets 2011: $715,4292011Assets 2012: $876,102Liabilities 2012: $0Net Assets 2012: $876,1022012Assets 2013: $805,769Liabilities 2013: $0Net Assets 2013: $805,7692013Assets 2014: $242,399Liabilities 2014: $0Net Assets 2014: $242,3992014Assets 2015: $207,386Liabilities 2015: $12015Assets 2016: $211,372Liabilities 2016: $0Net Assets 2016: $211,3722016Assets 2017: $186,486Liabilities 2017: $0Net Assets 2017: $186,4862017Assets 2018: $80,122Liabilities 2018: $0Net Assets 2018: $80,1222018Assets 2019: $19,786,333Liabilities 2019: $12019Assets 2020: $21,466,963Liabilities 2020: $12020Assets 2021: $20,051,978Liabilities 2021: $0Net Assets 2021: $20,051,9782021Assets 2022: $12,580,874Liabilities 2022: $0Net Assets 2022: $12,580,8742022Assets 2023: $11,560,375Liabilities 2023: $12023

Highlighted filing

2021

Assets$20,051,978
Liabilities$0
Net Assets$20,051,978
Open 2021 Filing

Operations Trend

Revenue Growth70th percentile

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

$30M$20M$10M$0-$10MExpenses 2010: $456,0852010Expenses 2011: $3,5802011Expenses 2012: $11,2352012Revenue 2013: $138,844Expenses 2013: $209,177Net Income 2013: -$70,3332013Revenue 2014: $245,777Expenses 2014: $809,147Net Income 2014: -$563,3702014Revenue 2015: $12,567Expenses 2015: $47,580Net Income 2015: -$35,0132015Revenue 2016: $7,606Expenses 2016: $3,620Net Income 2016: $3,9862016Revenue 2017: $7,634Expenses 2017: $32,520Net Income 2017: -$24,8862017Revenue 2018: $303,521Expenses 2018: $409,885Net Income 2018: -$106,3642018Revenue 2019: $22,118,414Expenses 2019: $2,350,785Net Income 2019: $19,767,6292019Revenue 2020: $1,004,330Expenses 2020: $3,321,327Net Income 2020: -$2,316,9972020Revenue 2021: $1,391,250Expenses 2021: $4,341,558Net Income 2021: -$2,950,3082021Revenue 2022: $1,017,320Expenses 2022: $4,028,307Net Income 2022: -$3,010,9872022Revenue 2023: $674,309Expenses 2023: $3,411,135Net Income 2023: -$2,736,8262023

Highlighted filing

2021

Revenue$1,391,250
Expenses$4,341,558
Net Income-$2,950,308
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jun 10, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ARLYNN WHITTAKERDirector/SecretaryPT$250,000-$250,000
TIM BALZERDirector/CFOPT$4,000-$4,000
Filing and Contact Details

Filer

Filer Name
The Jack Roth Charitable Foundation
EIN
95-4622086
Phone
3102038400
Address
1234 RIMMER AVE, PACIFIC PALISADES, CA 90272

Signing Officer

Name
Arlynn Whittaker
Title
Secretary
Phone
3102038400
Signed
2022-06-10
Discuss with paid preparer
Yes

Preparer

Firm
Green Hasson & Janks Llp
Address
700 SOUTH FLOWER STREET SUITE 3300, LOS ANGELES, CA 90017
Preparer
Lizbeth G Nevarez
Phone
3108731600
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DistributionFromCorpusElection/ElectionDesc0SEC 53.4942(A)-3(D)(2) ELECTIONORGANIZATION HEREBY ELECTS UNDER IRC REG. SECTION 53.4942(A)-3(D)(2) TO TREAT $7,795 OF THE QUALIFYING DISTRIBUTIONS FOR 2012 AS HAVING BEEN DISTRIBUTED OUT OF CORPUS.
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm120 SHARES OF BROADCOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm216658.196 SHARES OF COLUMBIA GLOBAL TECHNOLOGY GROWTH FUND INSTL CL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm357 SHARES OF FIDELITY NATL INFORMATION SVCS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm488 SHARES OF GLOBAL PMTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm510385 SHARES OF ISHARES CORE S&P 500 ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm611685 SHARES OF ISHARES EDGE MSCI USA QUALITY FACTOR ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7505 SHARES OF ISHARES EXPANDED TECH SOFTWARE SECTOR ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm876 SHARES OF KLA-TENCOR CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm919 SHARES OF LAM RESEARCH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10145 SHARES OF SCHWAB CHARLES CORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11142 SHARES OF TE CONNECTIVITY LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12248 SHARES OF ALLIANT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1397 SHARES OF AMBARELLA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14213 SHARES OF AMDOCS LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1512942.883 SHARES OF ARIEL FUND CL INSTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16180 SHARES OF W R BERKLEY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1710868.843 SHARES BLACKROCK MID CAP GROWTH EQUITY PORTFOLIO CL I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18100 SHARES OF BROADRIDGE FINL SOLUTIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19131 SHARES OF CARMAX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2085 SHARES OF CATALENT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2142 SHARES OF CBOE HLDGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22132 SHARES OF CERIDIAN HCM HLDG INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2330 SHARES OF COOPER COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24165 SHARES OF DENTSPLY SIRONA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25287 SHARES OF ELANCO ANIMAL HEALTH INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26206 SHARES OF GODADDY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27113 SHRES OF HUNT J B TRANS SVCS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28181 SHARES OF INGERSOLL RAND INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm291670 SHARES OF ISHARES NASDAQ BIOTECHNOLOGY ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3011795 SHARES OF ISHARE RUSSELL MID-CAP ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31121 SHARES OF LAMAR ADVERTISING CO NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32242 SHARES OF LIBERTY MEDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33166 SHARES OF LPL FINL HLDGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34194 SHARES OF MICROCHIP TECHNOLOGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3515 SHARES OF MSCI INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3664 SHARES OF NEUROCRINE BIOSCIENCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37551 SHARES OF ON SEMICONDUCTOR CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3882 SHARES OF PERKINELMER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3965.328 SHARES OF REGAL REXNORD CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40225 SHARES OF SEALED AIR CORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41291 SHARES OF SS&C TECHNOLOGIES HLDGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42152 SHARES OF TERMINIX GLOBAL HLDGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43457 SHARES OF VERACYTE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm442400 SHARES OF VERRA MOBILITY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45110 SHARES OF WABTEC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4634 SHARES OF WATERS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4737 SHARES OF WAYFAIR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48700 SHARES OF ACI WORLDWIDE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm492143 SHARES OF AERIE PHARMACEUTICALS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50371 SHARES OF ALTRA INDL MOTION CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51216 SHARES OF AMERICAN WOODMARK CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52610 SHRES OF AMERISAFE INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm532054 SHARES OF AXOGEN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54567 SHARES OF CARPENTER TECHNOLOGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm551288 SHARES OF CATCHMARK TIMBER TR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56171 SHARES DORMAN PRODS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm571929 SHARES OF EVO PMTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58470 SHARES OF FIRST INTST BANCSYSTEM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5994 SHARES OF FRESHPET INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60188 SHARES OF FRONTDOOR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61338 SHARES OF GLAUKOS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6239 SHARES OF ICU MED INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm634565 SHSARES OF ISHARES RUSSELL 2000 ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm647780 SHARES OF ISHARES S&P SMALLCAP 600 VALUE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65890 SHARES OF KNOWLES CORP

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$20,051,978
Liabilities
$0
Net assets
$20,051,978
Revenue
$1,391,250
Expenses
$4,341,558
Net income
-$2,950,308
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$11.6$0.00$0.67$3.41$2.74
2022Detailed filing. Detailed filing data is available for this year.$12.6$0.00$12.6$1.02$4.03$3.01
2021Detailed filing. Detailed filing data is available for this year.$20.1$0.00$20.1$1.39$4.34$2.95
2020Summary only. Only limited summary data is available for this year.$21.5$0.00$1.00$3.32$2.32
2019Summary only. Only limited summary data is available for this year.$19.8$0.00$22.1$2.35$19.8
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.08$0.00$0.08$0.30$0.41$0.11
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.19$0.00$0.19$0.01$0.03$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.21$0.00$0.21$0.01$0.00$0.00
2015Summary only. Only limited summary data is available for this year.$0.21$0.00$0.01$0.05$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$0.25$0.81$0.56
2013Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.14$0.21$0.07
2012Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.01
2011Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.00
2010Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$0.46