Charity Search / ROTH FAMILY FOUNDATION
Philanthropy & Grantmaking (T22) 990 on File

ROTH FAMILY FOUNDATION

EIN: 56-2065972 · CARY, NC 27518-8611 · United States · FY 2023 Data
3 out of 5 44 / 100 Based on 2+ years of filings
Financial strength (30%) 68/100
Reliability (20%) 55/100
Effectiveness (25%) 51/100
Impact (25%) No data yet
Financial data: FY 2023 · Scored 9/13/2026
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Financial Overview — FY 2023
$7K
Total Revenue
$20K
Total Expenses
$218K
Net Assets
N/A
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio 98.4%
Fundraising Efficiency N/A
Operating Reserve 130.52x
Liability-to-Asset 0.0%
Revenue Diversification 100.6%
Executive Compensation $0
Compared with Peers
FY 2023
Compared with 34,329 similar organizations (United States, Philanthropy & Grantmaking, under $100K in expenses), FY 2023.
This organization Middle half of peers (P25–P75) Peer median
Ratio This org Peer median Position (P10 → P90)
Program expense ratio
Program expenses / total expenses · higher is better
98.4% 86.7%
P10P90
Top quarter
Operating reserve
Months of expenses covered by net assets · higher is better
130.5 mo 137.0 mo
P10P90
Below median
Liabilities to assets
Total liabilities / total assets · lower is better
0.0% 0.0%
P10P90
Top quarter
Revenue concentration
Share of revenue from the largest source · lower is better
100.6% 95.5%
P10P90
Bottom quarter
Revenue growth
Year over year revenue growth
4.1% -0.2%
P10P90
Expense growth
Year over year expense growth
12.1% -4.3%
P10P90
Surplus margin
Surplus as a share of revenue
-179.6% -0.6%
P10P90
Financial History
Year Revenue Expenses Net Assets Program % Staff
2023 $7K $20K $218K 98.4%
2022 $7K $18K $231K 99.4%
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Organization Details
EIN
56-2065972
State
NC
City
CARY
ZIP
27518-8611
Classification
T22
Category
Philanthropy & Grantmaking
Rating
3★
Coverage
A
Last Updated
Aug 2026
Form 990
On File
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