Civic Intelligence

The James Samuel Rogers Foundation

990PF • Fiscal year 2014 • EIN 16-1689425

Jan 01, 2014 to Dec 31, 2014 • Filed on May 13, 2015

Organization Profile
17101 Armstrong AveIrvine, CA 92614

(949) 752-6757

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

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

2014 filings • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

36th percentile

0.00x

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

2014 filings • $500k-$1M nonprofits • Source year 2014

Net Margin

93rd percentile

62%

Higher net margin than 93% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2014 filings • $500k-$1M nonprofits • Source year 2014

Asset Growth

71st percentile

9.0%

Faster asset growth than 71% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

58th percentile

8.0%

Faster revenue growth than 58% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets36th percentile

Assets

Up

$768,336

Up $63,617 (+9.0%) from 2013

Net Assets

$768,336

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin93rd percentile

Revenue

Up

$101,997

Up $7,515 (+8.0%) from 2013

Expenses

Up

$38,380

Up $37,879 (+7561%) from 2013

Net Income

Down

$63,617

Down $30,364 (-32%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

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

$1.5M$1.0M$500K$0Assets 2011: $579,185Liabilities 2011: $02011Assets 2012: $652,180Liabilities 2012: $02012Assets 2013: $704,719Liabilities 2013: $02013Assets 2014: $768,336Liabilities 2014: $0Net Assets 2014: $768,3362014Assets 2015: $873,935Liabilities 2015: $0Net Assets 2015: $873,9352015Assets 2016: $1,049,147Liabilities 2016: $0Net Assets 2016: $1,049,1472016Assets 2017: $1,181,907Liabilities 2017: $0Net Assets 2017: $1,181,9072017Assets 2018: $1,158,405Liabilities 2018: $0Net Assets 2018: $1,158,4052018Assets 2019: $1,159,206Liabilities 2019: $0Net Assets 2019: $1,159,2062019Assets 2020: $1,285,183Liabilities 2020: $0Net Assets 2020: $1,285,1832020Assets 2021: $1,297,197Liabilities 2021: $0Net Assets 2021: $1,297,1972021Assets 2023: $1,243,359Liabilities 2023: $0Net Assets 2023: $1,243,3592023Assets 2024: $1,320,588Liabilities 2024: $0Net Assets 2024: $1,320,5882024

Highlighted filing

2014

Assets$768,336
Liabilities$0
Net Assets$768,336
Open 2014 Filing

Operations Trend

Revenue Growth58th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $102,698Expenses 2011: $15,710Net Income 2011: $86,9882011Revenue 2012: $93,591Expenses 2012: $20,596Net Income 2012: $72,9952012Revenue 2013: $94,482Expenses 2013: $501Net Income 2013: $93,9812013Revenue 2014: $101,997Expenses 2014: $38,380Net Income 2014: $63,6172014Revenue 2015: $143,680Expenses 2015: $38,081Net Income 2015: $105,5992015Revenue 2016: $221,220Expenses 2016: $46,008Net Income 2016: $175,2122016Revenue 2017: $217,607Expenses 2017: $84,744Net Income 2017: $132,8632017Revenue 2018: $39,050Expenses 2018: $62,552Net Income 2018: -$23,5022018Revenue 2019: $52,412Expenses 2019: $52,611Net Income 2019: -$1992019Revenue 2020: $205,748Expenses 2020: $81,194Net Income 2020: $124,5542020Revenue 2021: $86,991Expenses 2021: $74,977Net Income 2021: $12,0142021Revenue 2023: $24,391Expenses 2023: $88,906Net Income 2023: -$64,5152023Revenue 2024: $124,315Expenses 2024: $47,086Net Income 2024: $77,2292024

Highlighted filing

2014

Revenue$101,997
Expenses$38,380
Net Income$63,617
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 13, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAURIE B MIRMANPresident-$0--
KAREN ANDERSONSecretary-$0--
Filing and Contact Details

Filer

Filer Name
The James Samuel Rogers Foundation
EIN
16-1689425
Phone
9497526757
Address
17101 ARMSTRONG AVE, IRVINE, CA 92614

Signing Officer

Name
Laurie B Mirman
Title
President
Signed
2015-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Abramson & Saliba CPAs
Address
13245 Riverside Drive 550, Sherman Oaks, CA 91423
Preparer
Daniel T Saliba
Phone
8189810200
Raw XML Appendix335 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc93904.04 PIONEER SER TR VI FLTG RT FD
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IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt017101 ARMSTRONG AVE 204
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0IRVINE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0926145736
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0LAURIE MIRMAN ROGERS
IRS990PF/StatementsRegardingActyGrp/PhoneNum09497526757
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0LAURIE MIRMAN ROGERS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum09497526757
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt017101 ARMSTRONG AVE 204
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0IRVINE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd0926145736
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt015000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt13000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt22000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt37000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt47000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0DISABLED/OLDER ADULT SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1ANIMAL SHELTER AND ADOPTION SERVICE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GRANTS FOR PHILANTHROPIC PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GRANTS FOR PHILANTHROPIC PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GRANTS FOR PHILANTHROPIC PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4POF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0COUNCIL ON AGING-ORANGE COUNTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1IRVINE ANIMAL CARE CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2FRIENDS OF OUTREACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3NATIONAL HEAD START ASSN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4Friends of Shelter Animals
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01971 E 4TH ST SUITE 200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt16443 OAK CANYON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21 Civic Center Plaza
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31651 Prince St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4FriendsofshelteranimalsORG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SANTA ANA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1IRVINE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2IRVINE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Alexandria
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4IRVINE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd092705
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd192618
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd292606
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd322314
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd492606
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt034000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt015550
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt012000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0356
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt06924
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt06924
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt061906
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt034000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt015550
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt012000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0356
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt034000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt034000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt068830
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt034830
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ATTORNEY GENERAL FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BROKER'S FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt14043
TaxesSchedule/TaxesDetail/Amt0312
TaxesSchedule/TaxesDetail/CategoryTxt0INTERNAL REVENUE SERVICE
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LAURIE B MIRMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE JAMES SAMUEL ROGERS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JAME
ReturnHeader/Filer/EIN0161689425
ReturnHeader/Filer/PhoneNum09497526757
ReturnHeader/Filer/USAddress/AddressLine1Txt017101 ARMSTRONG AVE
ReturnHeader/Filer/USAddress/CityNm0IRVINE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092614
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Abramson & Saliba CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt013245 Riverside Drive 550
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Sherman Oaks
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091423
ReturnHeader/PreparerPersonGrp/PhoneNum08189810200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Daniel T Saliba
ReturnHeader/ReturnTs02015-05-14T13:24:08-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$768,336
Liabilities
$0
Net assets
$768,336
Revenue
$101,997
Expenses
$38,380
Net income
$63,617
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.12$0.05$0.08
2023Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.02$0.09$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.09$0.07$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.21$0.08$0.12
2019Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.05$0.05$0.00
2018Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.04$0.06$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.22$0.08$0.13
2016Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.22$0.05$0.18
2015Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.14$0.04$0.11
2014Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.10$0.04$0.06
2013Summary only. Only limited summary data is available for this year.$0.70$0.00$0.09$0.00$0.09
2012Summary only. Only limited summary data is available for this year.$0.65$0.00$0.09$0.02$0.07
2011Summary only. Only limited summary data is available for this year.$0.58$0.00$0.10$0.02$0.09