Civic Intelligence

The Rothschild Family Charitable

EIN 20-5021534 • Laguna Beach, CA

32351 Coast HighwayLaguna Beach, CA 92651
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

13th percentile

-30%

Higher net margin than 13% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

58th percentile

5.2%

Faster asset growth than 58% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

31st percentile

-2.0%

Faster revenue growth than 31% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$4,090,063

Up $202,561 (+5.2%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

$4,090,063

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue33rd percentileNet Margin13th percentile

Revenue

Down

$179,415

Down $3,631 (-2.0%) from 2023

Expenses

Down

$233,544

Down $8,656 (-3.6%) from 2023

Net Income

Up

-$54,129

Up $5,025 (+8.5%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth58th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2011: $625Liabilities 2011: $0Net Assets 2011: $6252011Assets 2012: $390Liabilities 2012: $0Net Assets 2012: $3902012Assets 2013: $3,988Liabilities 2013: $0Net Assets 2013: $3,9882013Assets 2014: $22,256Liabilities 2014: $0Net Assets 2014: $22,2562014Assets 2015: $865,476Liabilities 2015: $0Net Assets 2015: $865,4762015Assets 2016: $4,313,421Liabilities 2016: $0Net Assets 2016: $4,313,4212016Assets 2019: $4,533,503Liabilities 2019: $0Net Assets 2019: $4,533,5032019Assets 2020: $4,108,983Liabilities 2020: $0Net Assets 2020: $4,108,9832020Assets 2021: $4,411,963Liabilities 2021: $0Net Assets 2021: $4,411,9632021Assets 2022: $3,580,328Liabilities 2022: $0Net Assets 2022: $3,580,3282022Assets 2023: $3,887,502Liabilities 2023: $12023Assets 2024: $4,090,063Liabilities 2024: $0Net Assets 2024: $4,090,0632024

Highlighted filing

2024

Assets$4,090,063
Liabilities$0
Net Assets$4,090,063
Open 2024 Filing

Operations Trend

Revenue Growth31st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$2.0M$0-$2.0MExpenses 2011: $8952011Expenses 2012: $2,5352012Revenue 2013: $22,000Expenses 2013: $18,402Net Income 2013: $3,5982013Revenue 2014: $20,214Expenses 2014: $1,946Net Income 2014: $18,2682014Revenue 2015: $998,583Expenses 2015: $64,677Net Income 2015: $933,9062015Revenue 2016: $3,495,457Expenses 2016: $117,771Net Income 2016: $3,377,6862016Revenue 2019: $163,421Expenses 2019: $294,384Net Income 2019: -$130,9632019Revenue 2020: $127,792Expenses 2020: $682,704Net Income 2020: -$554,9122020Revenue 2021: $186,677Expenses 2021: $277,229Net Income 2021: -$90,5522021Revenue 2022: $173,937Expenses 2022: $283,998Net Income 2022: -$110,0612022Revenue 2023: $183,046Expenses 2023: $242,200Net Income 2023: -$59,1542023Revenue 2024: $179,415Expenses 2024: $233,544Net Income 2024: -$54,1292024

Highlighted filing

2024

Revenue$179,415
Expenses$233,544
Net Income-$54,129
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,090,063
Liabilities
$0
Net assets
$4,090,063
Revenue
$179,415
Expenses
$233,544
Net income
-$54,129
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.09$0.00$4.09$0.18$0.23$0.05
2023Summary only. Only limited summary data is available for this year.$3.89$0.00$0.18$0.24$0.06
2022Detailed filing. Detailed filing data is available for this year.$3.58$0.00$3.58$0.17$0.28$0.11
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.41$0.00$4.41$0.19$0.28$0.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.11$0.00$4.11$0.13$0.68$0.55
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.53$0.00$4.53$0.16$0.29$0.13
2016Detailed filing. Detailed filing data is available for this year.$4.31$0.00$4.31$3.50$0.12$3.38
2015Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$1.00$0.06$0.93
2014Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.02$0.00$0.02
2013Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.02$0.02$0.00
2012Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00
2011Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TYRONE ROTHSCHILDBoard Member-$0--
ELYSE ROTHSCHILDBoard Member-$0--
DESIREE ROTHSCHILDBoard Member-$0--
JANIE ROTHSCHILDBoard Member-$0--
DYLAN WEBSTERBoard Member-$0--
ROBERT K SALLBoard Member-$0--
KATE GLASSMANBoard Member-$0--
ALIXZANDRA ROTHSCHILDBoard Member-$0--
ANTHONY CARMOLABoard Member-$0--
Filing and Contact Details

Filer

Filer Name
The Rothschild Family Charitable
EIN
20-5021534
Phone
9494992942
Address
32351 COAST HIGHWAY, LAGUNA BEACH, CA 92651

Signing Officer

Name
Robert Sall
Title
Board Member
Phone
9494992942
Signed
2025-11-17
Discuss with paid preparer
Yes

Preparer

Firm
Cbiz Advisors LLC
Address
600 ANTON BLVD SUITE 1600, COSTA MESA, CA 92626
Preparer
Lisa Bracken
Phone
9492365600
Raw XML AppendixShowing 400 of 525 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/CategoryTxt0ACCOUNTING
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt011090
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0NAME OF FOUNDATION
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0FOUNDATION NAME
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THE ROTHSCHILD FAMILY CHARITABLE FOUNDATION IS A DBA FOR THE ROTHSCHILD FAMILY FOUNDATION, INCORPORATED IN DELAWARE. IT IS REGISTERED TO DO BUSINESS IN CALIFORNIA AS THE ROTHSCHILD FAMILY CHARITABLE FOUNDATION AND IS NOT AFFILIATED WITH THE CALIFORNIA CORPORATION KNOWN AS THE ROTHSCHILD FAMILY FOUNDATION.
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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0REALIZED GAIN TO BE CHARITABLY CONTRIBUTED
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1220000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1320000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EMPOWERING CHILDREN WITH A FEELING OF PRIDE AND ACCOMPLISHMENT THROUGH THE EMOTIONAL EXPERIENCE OF SURFING.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1LEADING THE FIGHT TO CURE AND TREAT ALS THROUGH RESEARCH, ADVOCACY, AND CARE SERVICES.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2RESPONDS TO THE WORLD'S WORST HUMANITARIAN CRISIS, AND HELPS PEOPLE WHOSE LIVES AND LIVELIHOODS ARE SHATTERED BY CONFLICT AND DISASTER.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3THE HOAG WOMEN'S HEALTH INSTITUTE IMPROVES THE LIVES OF THE WOMEN; IT SERVES WITH PERSONALIZED, INTEGRATED CARE THROUGH PREVENTION, WELLNESS, AND TREATMENT.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4TO LEAD THE WAY IN UNDERSTANDING AND TREATING CHILDHOOD CANCER.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5TO PROTECT AND SUSTAIN THE TREASURED LANDSCAPES AND LIFE-GIVING WATERS OF THE WOOD RIVER VALLEY AND INSPIRE LOVE FOR THIS SPECIAL PLACE FOR GENERATIONS TO COME.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6HELPING PEOPLE TO IMPROVE THEIR MINDS AND DEVELOP INNER PEACE.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7TO HELP AMERICAN INDIAN STUDENTS TO START AND STAY IN SCHOOL.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8TO HELP FAMILIES EASIER ACCESS TO HEALTHY FOOD AND ENSURE THAT NO ONE GOES HUNGRY.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9TO SUPPORT ACTIVITIES TO PROTECT AND PROMOTE REPRODUCTIVE HEALTH NATIONWIDE.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10TO PROTECT PEOPLE'S HEALTH, TO PRESERVE MAGNIFICENT PLACES AND WILDLIFE, TO ADVANCE CLEAN ENERGY, AND TO COMBAT CLIMATE CHANGE.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11TO SUPPORT A COMMUNITY THAT IS DEDICATED TO RECOGNIZING, HONORING, AND NURTURING THE DIGNITY ABD UNIQUENESS OF ALL PEOPLE.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12TO IMPROVE ECONOMIC CONDITIONS FOR NATIVE AMERICANS.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13TO PROTERTY WILD RIVERS,RESTORE DAMAGED RIVERS & CONSERVE CLEAN WATER FOR PEOPLE AND NATURE.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0A WALK ON WATER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1ALS NORTHWEST ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2FRIENDS OF THE HOSPITAL FOR SICK CHILDREN TORONTO INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3HOAG - WOMEN'S HEALTH INSTITUTE - NICU
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4ST JUDE CHILDREN'S RESEARCH HOSPITAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5WOOD RIVER LAND TRUST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6DHARMACHAKRA KADAMPA BUDDHIST CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7AMERICAN INDIAN COLLEGE FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8FEEDING AMERICA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9PLANNED PARENTHOOD FEDERATION OF AMERICA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10EARTHJUSTICE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11AGAPE INTERNATIONAL SPIRITUAL CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt12FIRST NATIONS DEVELOPMENT INSTITUTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt13AMERICAN RIVERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4NC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt8NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt9NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt10NC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt10N/A
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt023823 MALIBU ROAD SUITE 50-376
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1825 NE MULTNOMAH ST 940
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21725 I STREET NW STE 300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3330 PLACENTIA AVE SUITE I 00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4501 ST JUDE PLACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5119 EAST BULLION STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6923 CROSSLEY RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt78333 GREENWOOD BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8PO BOX 96749
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9123 WILLIAM STREET 10TH FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1050 CALIFORNIA ST SUITE 500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt118549 WILSHIRE BLVD SUITE 1156
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt122432 MAIN ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt131101 14TH STREET NW SUITE 1400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MALIBU
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1PORTLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3NEWPORT BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4MEMPHIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5HAILEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6PALM SPRINGS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7DENVER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm11BEVERLY HILLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm12LONGMONT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm13WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4TN

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