Civic Intelligence

The Ella M Rohlffs Foundation

990 • Fiscal year 2017 • EIN 23-7267719

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 13, 2018

Organization ProfileN/A
149 Karen WayAtherton, CA 94027

(650) 490-0841

Siviq Scores

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

Liabilities / Assets

7th percentile

0.00x

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

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

7th percentile

0.00x

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

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

84th percentile

30%

Higher net margin than 84% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

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

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Asset Growth

82nd percentile

20%

Faster asset growth than 82% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

10th percentile

-23%

Faster revenue growth than 10% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets7th percentile

Assets

Up

$5,493,025

Up $918,777 (+20%) from 2016

Net Assets

Up

$5,493,025

Up $918,777 (+20%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin84th percentile

Revenue

Down

$107,145

Down $32,112 (-23%) from 2016

Expenses

Down

$74,861

Down $274,337 (-79%) from 2016

Net Income

Up

$32,284

Up $242,225 (+115%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth82nd percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2016: $4,574,248Liabilities 2016: $0Net Assets 2016: $4,574,2482016Assets 2017: $5,493,025Liabilities 2017: $0Net Assets 2017: $5,493,0252017Assets 2018: $5,230,842Liabilities 2018: $0Net Assets 2018: $5,230,8422018Assets 2019: $6,175,510Liabilities 2019: $0Net Assets 2019: $6,175,5102019Assets 2020: $6,442,261Liabilities 2020: $0Net Assets 2020: $6,442,2612020Assets 2021: $6,758,729Liabilities 2021: $0Net Assets 2021: $6,758,7292021Assets 2022: $6,043,518Liabilities 2022: $700Net Assets 2022: $6,042,8182022Assets 2023: $6,096,531Liabilities 2023: $0Net Assets 2023: $6,096,5312023Assets 2024: $5,815,837Liabilities 2024: $0Net Assets 2024: $5,815,8372024

Highlighted filing

2017

Assets$5,493,025
Liabilities$0
Net Assets$5,493,025
Open 2017 Filing

Operations Trend

Revenue Growth10th percentile

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

$1.0M$500K$0-$500KRevenue 2016: $139,257Expenses 2016: $349,198Net Income 2016: -$209,9412016Revenue 2017: $107,145Expenses 2017: $74,861Net Income 2017: $32,2842017Revenue 2018: $207,300Expenses 2018: $3,219Net Income 2018: $204,0812018Revenue 2019: $132,599Expenses 2019: $891Net Income 2019: $131,7082019Revenue 2020: $70,625Expenses 2020: $5,200Net Income 2020: $65,4252020Revenue 2021: $49,157Expenses 2021: $1,036Net Income 2021: $48,1212021Revenue 2022: $74,559Expenses 2022: $433,774Net Income 2022: -$359,2152022Revenue 2023: $188,235Expenses 2023: $265,990Net Income 2023: -$77,7552023Revenue 2024: $211,968Expenses 2024: $576,239Net Income 2024: -$364,2712024

Highlighted filing

2017

Revenue$107,145
Expenses$74,861
Net Income$32,284
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 13, 2018
Return Version
2017v2.3
Gross Receipts
$107,145
Mission and Program Overview

Mission

Make grants and direct expenditures to support the provision of housing and related services to aged individuals with low incomes, including grants to Lutheran Care for the Aging.

Underwrite the regular and ongoing programs of lutheran care for the aging along with other housing needs for the economically disadvanted.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$4,574,248$5,493,025▲ $918,777
Investments in Publicly Traded Securities$4,475,881$5,462,219▲ $986,338
Savings and Temporary Cash Investments$58,377$30,806▼ $27,571
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$4,574,248$5,493,025▲ $918,777
Other Assets Total$39,990$0▼ $39,990
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,574,248$5,493,025▲ $918,777
Total Liabilities and Net Assets / Fund Balance$4,574,248$5,493,025▲ $918,777

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$4,574,248-▲ $993,638$55,000$5,493,025
2016$4,926,814-▼ $3,368$330,000$4,574,248
2015$5,067,926-▲ $215,694$330,000$4,926,814
2014$4,500,452-▲ $942,438$330,000$5,067,926
2013$4,646,755-▲ $228,540$330,000$4,500,452
Compensation and Service Providers
Top Officer Pay20th percentile

Board Members and Trustees

NameTitle
Norman RueckerPresident
Brad KinstlerVice President
Jeff BerryBoard Member
Carolyn SpitzSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$107,145
Other Revenue
$0
Change in Net Assets
$32,284
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$55,000
Other Expenses$19,861
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$55,000--$55,000
Fees for Service Investment Mgmnt Fees-$16,707-$16,707
Fees for Services Accounting-$2,231-$2,231
Insurance-$900-$900
Interest-$13-$13
Other Expenses-$10-$10
Total Functional Expenses$55,000$19,861$0$74,861
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Lutheran Care for the AgingSan Francisco, CA-Providing Housing Assistance for the Aging.$55,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The president emails a copy of the completed form 990 to all other board members prior to its filing. No other board members perform a review of the return.”

Form 990, Part VI, Section B, Line 12C

“The secretary and treasurer require all board members to submit annual updates disclosing any potential conflicts of interest. All updates are reviewed to make sure compliance with the policy is maintained.”

Form 990, Part VI, Section C, Line 19

“Foundation makes its governing documents and financial statements available to the public upon request.”

Form 990, Part VII Contact Addresses for Officers, Directors, Etc

“Norman ruecker - 2438 loon lake lane, lincoln, ca 95648. Jeff berry - 149 karen way, atherton, ca 94027. Carolyn spitz - 230 san anselmo ave, san francisco, ca 94127. Brad kinstler - 1560 cordilleras rd, redwood city, ca 94062.”

Filing and Contact Details

Filer

Filer Name
The Ella M Rohlffs Foundation
EIN
23-7267719
Phone
6504900841
Address
149 KAREN WAY, ATHERTON, CA 94027

Signing Officer

Name
Jeff Berry
Title
Board Member
Phone
6504900841
Signed
2018-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeff Berry
Formed
1974
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
0

Preparer

Firm
Campbell Taylor & Company
Address
3741 DOUGLAS BLVD SUITE 350, ROSEVILLE, CA 95661
Preparer
Linda L House
Phone
9169293680
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“Underwrite the regular and ongoing programs of lutheran care for the aging.”

Raw XML Appendix391 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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IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
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IRS990ScheduleI/RecipientTable/RecipientEIN0941507096
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01031 FRANKLIN STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SAN FRANCISCO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd094109
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ELLA M ROHLFFS FOUNDATION PROVIDES GRANTS TO LUTHERAN CARE FOR THE AGING. LUTHERAN CARE FOR THE AGING SUPPLIES AN ANNUAL REPORT FOR HOW THE FUNDS WERE SPENT.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PRESIDENT EMAILS A COPY OF THE COMPLETED FORM 990 TO ALL OTHER BOARD MEMBERS PRIOR TO ITS FILING. NO OTHER BOARD MEMBERS PERFORM A REVIEW OF THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE SECRETARY AND TREASURER REQUIRE ALL BOARD MEMBERS TO SUBMIT ANNUAL UPDATES DISCLOSING ANY POTENTIAL CONFLICTS OF INTEREST. ALL UPDATES ARE REVIEWED TO MAKE SURE COMPLIANCE WITH THE POLICY IS MAINTAINED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FOUNDATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NORMAN RUECKER - 2438 LOON LAKE LANE, LINCOLN, CA 95648. JEFF BERRY - 149 KAREN WAY, ATHERTON, CA 94027. CAROLYN SPITZ - 230 SAN ANSELMO AVE, SAN FRANCISCO, CA 94127. BRAD KINSTLER - 1560 CORDILLERAS RD, REDWOOD CITY, CA 94062.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0LUTHERAN CARE FOR THE AGING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0941507096
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PROVIDING CARE FOR THE AGING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 1
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01031 FRANKLIN STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SAN FRANCISCO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd094109
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt055000
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0LUTHERAN CARE FOR THE AGING
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt04574248
IRS990/TotalAssetsEOYAmt05493025
IRS990/TotalAssetsGrp/BOYAmt04574248
IRS990/TotalAssetsGrp/EOYAmt05493025
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt019861
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt055000
IRS990/TotalFunctionalExpensesGrp/TotalAmt074861
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04574248
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt05493025
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt055000
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0107145
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0107145
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04574248
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt05493025
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0149 KAREN WAY
IRS990/USAddress/CityNm0ATHERTON
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094027
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFF BERRY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BOARD MEMBER
ReturnHeader/BusinessOfficerGrp/PhoneNum06504900841
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ELLA M ROHLFFS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ELLA
ReturnHeader/Filer/EIN0237267719
ReturnHeader/Filer/PhoneNum06504900841
ReturnHeader/Filer/USAddress/AddressLine1Txt0149 KAREN WAY
ReturnHeader/Filer/USAddress/CityNm0ATHERTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094027
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0C4AAFE295FC7F407D237467BFDFB8C1C4F076897
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E3959FDAAE808CCEA36A4A9F67DFEC4051E91035
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.93.21.154
ReturnHeader/FilingSecurityInformation/IPDt02018-11-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm015:57:01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0680251243
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CAMPBELL TAYLOR & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03741 DOUGLAS BLVD SUITE 350
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROSEVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095661
ReturnHeader/PreparerPersonGrp/PhoneNum09169293680
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LINDA L HOUSE
ReturnHeader/ReturnTs02018-11-14T16:59:33-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$5,493,025
Liabilities
$0
Net assets
$5,493,025
Revenue
$107,145
Expenses
$74,861
Net income
$32,284
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.82$0.00$5.82$0.21$0.58$0.36
2023Detailed filing. Detailed filing data is available for this year.$6.10$0.00$6.10$0.19$0.27$0.08
2022Detailed filing. Detailed filing data is available for this year.$6.04$0.00$6.04$0.07$0.43$0.36
2021Detailed filing. Detailed filing data is available for this year.$6.76$0.00$6.76$0.05$0.00$0.05
2020Detailed filing. Detailed filing data is available for this year.$6.44$0.00$6.44$0.07$0.01$0.07
2019Detailed filing. Detailed filing data is available for this year.$6.18$0.00$6.18$0.13$0.00$0.13
2018Detailed filing. Detailed filing data is available for this year.$5.23$0.00$5.23$0.21$0.00$0.20
2017Detailed filing. Detailed filing data is available for this year.$5.49$0.00$5.49$0.11$0.07$0.03
2016Detailed filing. Detailed filing data is available for this year.$4.57$0.00$4.57$0.14$0.35$0.21