Civic Intelligence

Lester & Gertrude Roth Foundation

990PF • Fiscal year 2020 • EIN 95-6123686

Dec 01, 2019 to Nov 30, 2020 • Filed on Oct 12, 2021

Organization Profile
PO Box 486Malibu, CA 90265

(310) 589-6096

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

27th percentile

-14%

Higher net margin than 27% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

43rd percentile

-0.6%

Faster asset growth than 43% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

41st percentile

-23%

Faster revenue growth than 41% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$235,247

Down $1,420 (-0.6%) from 2019

Net Assets

Down

$235,247

Down $1,420 (-0.6%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin27th percentile

Revenue

Down

$9,885

Down $3,028 (-23%) from 2019

Expenses

Down

$11,305

Down $8,309 (-42%) from 2019

Net Income

Up

-$1,420

Up $5,281 (+79%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$400K$300K$200K$100K$0Assets 2011: $302,893Liabilities 2011: $02011Assets 2012: $298,756Liabilities 2012: $02012Assets 2013: $291,111Liabilities 2013: $0Net Assets 2013: $291,1112013Assets 2014: $283,858Liabilities 2014: $02014Assets 2015: $282,666Liabilities 2015: $0Net Assets 2015: $282,6662015Assets 2016: $275,602Liabilities 2016: $0Net Assets 2016: $275,6022016Assets 2017: $265,745Liabilities 2017: $0Net Assets 2017: $265,7452017Assets 2018: $243,368Liabilities 2018: $0Net Assets 2018: $243,3682018Assets 2019: $236,667Liabilities 2019: $0Net Assets 2019: $236,6672019Assets 2020: $235,247Liabilities 2020: $0Net Assets 2020: $235,2472020Assets 2021: $233,384Liabilities 2021: $0Net Assets 2021: $233,3842021Assets 2022: $239,254Liabilities 2022: $0Net Assets 2022: $239,2542022Assets 2023: $235,842Liabilities 2023: $0Net Assets 2023: $235,8422023Assets 2024: $241,888Liabilities 2024: $0Net Assets 2024: $241,8882024

Highlighted filing

2020

Assets$235,247
Liabilities$0
Net Assets$235,247
Open 2020 Filing

Operations Trend

Revenue Growth41st percentile

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

$30K$20K$10K$0-$10KRevenue 2011: $14,504Expenses 2011: $18,390Net Income 2011: -$3,8862011Revenue 2012: $13,111Expenses 2012: $17,248Net Income 2012: -$4,1372012Expenses 2013: $20,7592013Revenue 2014: $15,786Expenses 2014: $23,039Net Income 2014: -$7,2532014Revenue 2015: $14,753Expenses 2015: $15,945Net Income 2015: -$1,1922015Revenue 2016: $11,869Expenses 2016: $18,933Net Income 2016: -$7,0642016Revenue 2017: $8,390Expenses 2017: $18,247Net Income 2017: -$9,8572017Revenue 2018: $11,900Expenses 2018: $17,482Net Income 2018: -$5,5822018Revenue 2019: $12,913Expenses 2019: $19,614Net Income 2019: -$6,7012019Revenue 2020: $9,885Expenses 2020: $11,305Net Income 2020: -$1,4202020Revenue 2021: $15,262Expenses 2021: $17,125Net Income 2021: -$1,8632021Revenue 2022: $15,865Expenses 2022: $9,995Net Income 2022: $5,8702022Revenue 2023: $11,468Expenses 2023: $14,880Net Income 2023: -$3,4122023Revenue 2024: $15,099Expenses 2024: $9,053Net Income 2024: $6,0462024

Highlighted filing

2020

Revenue$9,885
Expenses$11,305
Net Income-$1,420
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2019 to Nov 30, 2020
Signed
Oct 12, 2021
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANIEL ROSSTrustee-$0--
MATTHEW ROSSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Lester & Gertrude Roth Foundation
EIN
95-6123686
Phone
3105896096
Address
PO BOX 486, MALIBU, CA 90265

Signing Officer

Name
Matthew Ross
Title
Trustee
Signed
2021-10-12
Discuss with paid preparer
Yes

Preparer

Firm
Alan David TaksarCertified Public Accountant
Address
15303 Ventura Blvd Suite 1040, Sherman Oaks, CA 91403
Preparer
Alan David Taksar
Phone
8183860795
Raw XML Appendix265 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/UndistributedIncomeGrp/ExcessFromYear4Amt01994
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt08500
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt07470
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt011342
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02805
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVEST MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02805
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MATTHEW ROSS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LESTER & GERTRUDE ROTH FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LEST
ReturnHeader/Filer/EIN0956123686
ReturnHeader/Filer/PhoneNum03105896096
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 486
ReturnHeader/Filer/USAddress/CityNm0MALIBU
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090265
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0954535068
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Alan David TaksarCertified Public Accountant
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt015303 Ventura Blvd Suite 1040
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Sherman Oaks
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091403
ReturnHeader/PreparerPersonGrp/PhoneNum08183860795
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALAN DAVID TAKSAR
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-10-12T17:22:21-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-12-01
ReturnHeader/TaxPeriodEndDt02020-11-30
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$235,247
Liabilities
$0
Net assets
$235,247
Revenue
$9,885
Expenses
$11,305
Net income
-$1,420
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.42$0.00$2.42$0.15$0.09$0.06
2023Detailed filing. Detailed filing data is available for this year.$2.36$0.00$2.36$0.11$0.15$0.03
2022Detailed filing. Detailed filing data is available for this year.$2.39$0.00$2.39$0.16$0.10$0.06
2021Detailed filing. Detailed filing data is available for this year.$2.33$0.00$2.33$0.15$0.17$0.02
2020Detailed filing. Detailed filing data is available for this year.$2.35$0.00$2.35$0.10$0.11$0.01
2019Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$0.13$0.20$0.07
2018Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$0.12$0.17$0.06
2017Detailed filing. Detailed filing data is available for this year.$2.66$0.00$2.66$0.08$0.18$0.10
2016Detailed filing. Detailed filing data is available for this year.$2.76$0.00$2.76$0.12$0.19$0.07
2015Detailed filing. Detailed filing data is available for this year.$2.83$0.00$2.83$0.15$0.16$0.01
2014Summary only. Only limited summary data is available for this year.$2.84$0.00$0.16$0.23$0.07
2013Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$0.21
2012Summary only. Only limited summary data is available for this year.$2.99$0.00$0.13$0.17$0.04
2011Summary only. Only limited summary data is available for this year.$3.03$0.00$0.15$0.18$0.04