Civic Intelligence

George Rosenberg & Ann Rosenberg Foundation Inc.

990PF • Fiscal year 2020 • EIN 13-6110184

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 01, 2021

Organization Profile
CO James Bloom PO Box 821Point Reyes Station, CA 94956

(510) 233-2008

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.00x

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

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

Liabilities / Revenue

84th percentile

0.20x

Higher debt load relative to revenue than 84% of similar nonprofits.

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

Net Margin

4th percentile

-375%

Higher net margin than 4% 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

35th percentile

-4.3%

Faster asset growth than 35% of similar nonprofits.

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

Revenue Growth

45th percentile

-18%

Faster revenue growth than 45% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Down

$76,818

Down $3,415 (-4.3%) from 2019

Net Assets

Down

$76,636

Down $3,415 (-4.3%) from 2019

Liabilities

Flat

$182

Flat from 2019

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin4th percentile

Revenue

Down

$911

Down $205 (-18%) from 2019

Expenses

Up

$4,326

Up $649 (+18%) from 2019

Net Income

Down

-$3,415

Down $854 (-33%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$100K$50K$0Assets 2011: $90,358Liabilities 2011: $0Net Assets 2011: $90,3582011Assets 2012: $90,028Liabilities 2012: $1822012Assets 2013: $89,607Liabilities 2013: $182Net Assets 2013: $89,4252013Assets 2014: $89,068Liabilities 2014: $182Net Assets 2014: $88,8862014Assets 2015: $88,724Liabilities 2015: $182Net Assets 2015: $88,5422015Assets 2016: $88,344Liabilities 2016: $182Net Assets 2016: $88,1622016Assets 2017: $87,864Liabilities 2017: $182Net Assets 2017: $87,6822017Assets 2018: $82,794Liabilities 2018: $182Net Assets 2018: $82,6122018Assets 2019: $80,233Liabilities 2019: $182Net Assets 2019: $80,0512019Assets 2020: $76,818Liabilities 2020: $182Net Assets 2020: $76,6362020Assets 2021: $73,792Liabilities 2021: $182Net Assets 2021: $73,6102021Assets 2022: $69,340Liabilities 2022: $182Net Assets 2022: $69,1582022Assets 2023: $68,633Liabilities 2023: $175Net Assets 2023: $68,4582023Assets 2024: $62,851Liabilities 2024: $175Net Assets 2024: $62,6762024

Highlighted filing

2020

Assets$76,818
Liabilities$182
Net Assets$76,636
Open 2020 Filing

Operations Trend

Revenue Growth45th percentile

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

$10K$5.0K$0-$5.0K-$10KExpenses 2011: $6792011Revenue 2012: $270Expenses 2012: $782Net Income 2012: -$5122012Revenue 2013: $264Expenses 2013: $685Net Income 2013: -$4212013Revenue 2014: $151Expenses 2014: $690Net Income 2014: -$5392014Revenue 2015: $151Expenses 2015: $495Net Income 2015: -$3442015Revenue 2016: $195Expenses 2016: $575Net Income 2016: -$3802016Revenue 2017: $75Expenses 2017: $555Net Income 2017: -$4802017Revenue 2018: $349Expenses 2018: $5,419Net Income 2018: -$5,0702018Revenue 2019: $1,116Expenses 2019: $3,677Net Income 2019: -$2,5612019Revenue 2020: $911Expenses 2020: $4,326Net Income 2020: -$3,4152020Revenue 2021: $1,088Expenses 2021: $4,114Net Income 2021: -$3,0262021Revenue 2022: -$162Expenses 2022: $4,290Net Income 2022: -$4,4522022Revenue 2023: $2,917Expenses 2023: $3,617Net Income 2023: -$7002023Revenue 2024: -$2,047Expenses 2024: $3,735Net Income 2024: -$5,7822024

Highlighted filing

2020

Revenue$911
Expenses$4,326
Net Income-$3,415
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 1, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES BLOOMPresident-$0--
JOAN FREDERICKSecretary/Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
George Rosenberg & Ann Rosenberg
EIN
13-6110184
Phone
5102332008
Address
CO JAMES BLOOM PO BOX 821, POINT REYES STATION, CA 94956

Signing Officer

Name
Joan Frederick
Title
President
Phone
5102332008
Signed
2021-11-01
Discuss with paid preparer
Yes

Preparer

Firm
Lipsky Goodkin & Co Pc
Address
120 WEST 45TH STREET 7TH FL, NEW YORK, NY 10036
Preparer
Donald Turrisi
Phone
2128406444
Raw XML Appendix336 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt14446
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt22317
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0VANGUARD HIGH YIELD MUTUAL FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1AT & T INC.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2SALESFORCE COM INC.
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IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt03756
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt03756
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt03764
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1FSWTHE SHARING SHELF
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3ALAMEDA COUNTY COMM FOOD BANK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4SF - MARIN FOOD BANK
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt37900 EDGEWATER DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4900 PENNSYLVANIA AVE
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0410
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt03558
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt03756
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03968
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt03346
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt03558
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ADVERTISEMENTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0160
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0160
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1150
TaxesSchedule/TaxesDetail/Amt050
TaxesSchedule/TaxesDetail/Amt18
TaxesSchedule/TaxesDetail/CategoryTxt0NYS FILING FEE
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL FORM 990 PF
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt050
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOAN FREDERICK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05102332008
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GEORGE ROSENBERG & ANN ROSENBERG
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0GEOR
ReturnHeader/Filer/EIN0136110184
ReturnHeader/Filer/PhoneNum05102332008
ReturnHeader/Filer/USAddress/AddressLine1Txt0CO JAMES BLOOM PO BOX 821
ReturnHeader/Filer/USAddress/CityNm0POINT REYES STATION
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094956
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0132672154
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LIPSKY GOODKIN & CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0120 WEST 45TH STREET 7TH FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010036
ReturnHeader/PreparerPersonGrp/PhoneNum02128406444
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DONALD TURRISI
ReturnHeader/ReturnTs02021-11-01T09:41:22-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FREDERICK
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$76,818
Liabilities
$182
Net assets
$76,636
Revenue
$911
Expenses
$4,326
Net income
-$3,415
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$62.9$0.18$62.7$2.05$3.74$5.78
2023Detailed filing. Detailed filing data is available for this year.$68.6$0.18$68.5$2.92$3.62$0.70
2022Detailed filing. Detailed filing data is available for this year.$69.3$0.18$69.2$0.16$4.29$4.45
2021Detailed filing. Detailed filing data is available for this year.$73.8$0.18$73.6$1.09$4.11$3.03
2020Detailed filing. Detailed filing data is available for this year.$76.8$0.18$76.6$0.91$4.33$3.42
2019Detailed filing. Detailed filing data is available for this year.$80.2$0.18$80.1$1.12$3.68$2.56
2018Detailed filing. Detailed filing data is available for this year.$82.8$0.18$82.6$0.35$5.42$5.07
2017Detailed filing. Detailed filing data is available for this year.$87.9$0.18$87.7$0.08$0.56$0.48
2016Detailed filing. Detailed filing data is available for this year.$88.3$0.18$88.2$0.20$0.58$0.38
2015Detailed filing. Detailed filing data is available for this year.$88.7$0.18$88.5$0.15$0.50$0.34
2014Detailed filing. Detailed filing data is available for this year.$89.1$0.18$88.9$0.15$0.69$0.54
2013Detailed filing. Detailed filing data is available for this year.$89.6$0.18$89.4$0.26$0.69$0.42
2012Summary only. Only limited summary data is available for this year.$90.0$0.18$0.27$0.78$0.51
2011Detailed filing. Detailed filing data is available for this year.$90.4$0.00$90.4$0.68