Civic Intelligence

Daniel and Rebeca Rosenberg Family Foundation

990PF • Fiscal year 2016 • EIN 20-0499539

Jan 01, 2016 to Dec 31, 2016 • Filed on May 04, 2017

Organization Profile
255 South Euclid StreetAnaheim, CA 92802

(714) 999-1285

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

7th percentile

-113%

Higher net margin than 7% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

36th percentile

-4.5%

Faster asset growth than 36% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

51st percentile

0.4%

Faster revenue growth than 51% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$305,076

Down $14,417 (-4.5%) from 2015

Net Assets

Down

$305,076

Down $14,417 (-4.5%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin7th percentile

Revenue

Up

$12,571

Up $50 (+0.4%) from 2015

Expenses

Up

$26,793

Up $24,023 (+867%) from 2015

Net Income

Down

-$14,222

Down $23,973 (-246%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$400K$300K$200K$100K$0Assets 2011: $375,495Liabilities 2011: $12,7142011Assets 2012: $342,715Liabilities 2012: $02012Assets 2013: $314,589Liabilities 2013: $0Net Assets 2013: $314,5892013Assets 2014: $309,972Liabilities 2014: $0Net Assets 2014: $309,9722014Assets 2015: $319,493Liabilities 2015: $0Net Assets 2015: $319,4932015Assets 2016: $305,076Liabilities 2016: $0Net Assets 2016: $305,0762016Assets 2017: $286,143Liabilities 2017: $0Net Assets 2017: $286,1432017Assets 2018: $277,916Liabilities 2018: $0Net Assets 2018: $277,9162018Assets 2019: $278,200Liabilities 2019: $0Net Assets 2019: $278,2002019Assets 2020: $279,195Liabilities 2020: $0Net Assets 2020: $279,1952020Assets 2021: $317,728Liabilities 2021: $0Net Assets 2021: $317,7282021Assets 2022: $345,835Liabilities 2022: $0Net Assets 2022: $345,8352022Assets 2023: $357,208Liabilities 2023: $913Net Assets 2023: $356,2952023Assets 2024: $366,869Liabilities 2024: $0Net Assets 2024: $366,8692024

Highlighted filing

2016

Assets$305,076
Liabilities$0
Net Assets$305,076
Open 2016 Filing

Operations Trend

Revenue Growth51st percentile

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

$60K$40K$20K$0-$20K-$40KRevenue 2011: $14,481Expenses 2011: $33,324Net Income 2011: -$18,8432011Revenue 2012: $10,099Expenses 2012: $29,872Net Income 2012: -$19,7732012Revenue 2013: $49Expenses 2013: $28,011Net Income 2013: -$27,9622013Revenue 2014: $25,021Expenses 2014: $29,638Net Income 2014: -$4,6172014Revenue 2015: $12,521Expenses 2015: $2,770Net Income 2015: $9,7512015Revenue 2016: $12,571Expenses 2016: $26,793Net Income 2016: -$14,2222016Revenue 2017: $23,000Expenses 2017: $41,825Net Income 2017: -$18,8252017Revenue 2018: $5,000Expenses 2018: $13,095Net Income 2018: -$8,0952018Revenue 2019: $2,500Expenses 2019: $2,155Net Income 2019: $3452019Revenue 2020: $2,500Expenses 2020: $1,498Net Income 2020: $1,0022020Revenue 2021: $39,981Expenses 2021: $1,434Net Income 2021: $38,5472021Revenue 2022: $32,102Expenses 2022: $3,961Net Income 2022: $28,1412022Revenue 2023: $16,900Expenses 2023: $6,416Net Income 2023: $10,4842023Revenue 2024: $14,400Expenses 2024: $3,826Net Income 2024: $10,5742024

Highlighted filing

2016

Revenue$12,571
Expenses$26,793
Net Income-$14,222
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 4, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANIEL ROSENBERGTrustee-$0--
REBECA ROSENBERGTrustee-$0--
DANIEL CZERNY GUAJARDOTrustee-$0--
HUGO CZERNY GUAJARDOTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Daniel and Rebeca Rosenberg Family
EIN
20-0499539
Phone
7149991285
Address
255 SOUTH EUCLID STREET, ANAHEIM, CA 92802

Signing Officer

Name
Daniel Rosenberg
Title
Trustee
Signed
2017-05-04
Discuss with paid preparer
Yes

Preparer

Firm
FriedmanMinskCole & Fastovsky
Address
10100 Santa Monica Blvd Ste 1060, Los Angeles, CA 90067-4151
Preparer
James P Fastovsky
Phone
3105532606
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.

Path#Value
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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DANIEL ROSENBERG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1REBECA ROSENBERG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2DANIEL CZERNY GUAJARDO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3HUGO CZERNY GUAJARDO
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0511 SOUTH HELBERTA AVE
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IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt014582
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt014582
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt011894
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt09318
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt09718
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt08345
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt08345
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt041348
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt010418
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt011894
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt09318
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt09718
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt025000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt010418
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt049693
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt039275
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0195
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FEDERAL TAX
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FRANCHISE TAX BOARD
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt012560
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt012560
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DANIEL ROSENBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DANIEL AND REBECA ROSENBERG FAMILY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DANI
ReturnHeader/Filer/EIN0200499539
ReturnHeader/Filer/PhoneNum07149991285
ReturnHeader/Filer/USAddress/AddressLine1Txt0255 SOUTH EUCLID STREET
ReturnHeader/Filer/USAddress/CityNm0ANAHEIM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092802
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FriedmanMinskCole & Fastovsky
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010100 Santa Monica Blvd Ste 1060
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Los Angeles
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0900674151
ReturnHeader/PreparerPersonGrp/PhoneNum03105532606
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES P FASTOVSKY
ReturnHeader/ReturnTs02017-05-04T09:43:26-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$305,076
Liabilities
$0
Net assets
$305,076
Revenue
$12,571
Expenses
$26,793
Net income
-$14,222
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.67$0.00$3.67$0.14$0.04$0.11
2023Detailed filing. Detailed filing data is available for this year.$3.57$0.01$3.56$0.17$0.06$0.10
2022Detailed filing. Detailed filing data is available for this year.$3.46$0.00$3.46$0.32$0.04$0.28
2021Detailed filing. Detailed filing data is available for this year.$3.18$0.00$3.18$0.40$0.01$0.39
2020Detailed filing. Detailed filing data is available for this year.$2.79$0.00$2.79$0.03$0.01$0.01
2019Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.78$0.03$0.02$0.00
2018Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.78$0.05$0.13$0.08
2017Detailed filing. Detailed filing data is available for this year.$2.86$0.00$2.86$0.23$0.42$0.19
2016Detailed filing. Detailed filing data is available for this year.$3.05$0.00$3.05$0.13$0.27$0.14
2015Detailed filing. Detailed filing data is available for this year.$3.19$0.00$3.19$0.13$0.03$0.10
2014Detailed filing. Detailed filing data is available for this year.$3.10$0.00$3.10$0.25$0.30$0.05
2013Detailed filing. Detailed filing data is available for this year.$3.15$0.00$3.15$0.00$0.28$0.28
2012Summary only. Only limited summary data is available for this year.$3.43$0.00$0.10$0.30$0.20
2011Summary only. Only limited summary data is available for this year.$3.75$0.13$0.14$0.33$0.19