Civic Intelligence

Daniel and Rebeca Rosenberg Family Foundation

990PF • Fiscal year 2017 • EIN 20-0499539

Jan 01, 2017 to Dec 31, 2017 • Filed on May 23, 2018

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

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

7th percentile

-82%

Higher net margin than 7% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

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.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

32nd percentile

-6.2%

Faster asset growth than 32% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

90th percentile

83%

Faster revenue growth than 90% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$286,143

Down $18,933 (-6.2%) from 2016

Net Assets

Down

$286,143

Down $18,933 (-6.2%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin7th percentile

Revenue

Up

$23,000

Up $10,429 (+83%) from 2016

Expenses

Up

$41,825

Up $15,032 (+56%) from 2016

Net Income

Down

-$18,825

Down $4,603 (-32%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth32nd 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

2017

Assets$286,143
Liabilities$0
Net Assets$286,143
Open 2017 Filing

Operations Trend

Revenue Growth90th 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

2017

Revenue$23,000
Expenses$41,825
Net Income-$18,825
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 23, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay77th 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
2018-05-23
Discuss with paid preparer
Yes

Preparer

Firm
FriedmanMinskCole & Fastovsky
Address
1875 CENTURY PARK EAST STE 700, LOS ANGELES, CA 90067
Preparer
James P Fastovsky
Phone
3105532606
Raw XML Appendix269 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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AccountingFeesSchedule/AccountingFeesDetail/Amt01815
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01815
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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt035810
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0REDONDO BEACH
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IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt09718
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt09718
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt057686
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt026056
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt010418
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt011894
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt09318
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt040000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt026056
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt067404
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt041348
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0DANIEL REBECA ROSENBERG
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0511 SOUTH HELBERTA AVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0REDONDO BEACH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd090772
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt08000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0108
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FEDERAL TAX
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FRANCHISE TAX BOARD
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt015000
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DANIEL ROSENBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-23
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/PreparerFirmEIN0362132863
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FriedmanMinskCole & Fastovsky
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01875 CENTURY PARK EAST STE 700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOS ANGELES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090067
ReturnHeader/PreparerPersonGrp/PhoneNum03105532606
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES P FASTOVSKY
ReturnHeader/ReturnTs02018-05-23T13:28:36-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$286,143
Liabilities
$0
Net assets
$286,143
Revenue
$23,000
Expenses
$41,825
Net income
-$18,825
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