Civic Intelligence

The Ella M Rohlffs Foundation

990 • Fiscal year 2021 • EIN 23-7267719

Jan 01, 2021 to Dec 31, 2021 • Filed on May 13, 2022

Organization ProfileN/A
149 Karen WayAtherton, CA 94027-6415

(650) 490-0841

Siviq Scores

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

Liabilities / Assets

8th percentile

0.00x

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

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

8th percentile

0.00x

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

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Net Margin

99th percentile

98%

Higher net margin than 99% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

22nd percentile

$0

Higher top officer pay than 22% of similar nonprofits.

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

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Asset Growth

38th percentile

4.9%

Faster asset growth than 38% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

8th percentile

-30%

Faster revenue growth than 8% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets8th percentile

Assets

Up

$6,758,729

Up $316,468 (+4.9%) from 2020

Net Assets

Up

$6,758,729

Up $316,468 (+4.9%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue8th percentileNet Margin99th percentile

Revenue

Down

$49,157

Down $21,468 (-30%) from 2020

Expenses

Down

$1,036

Down $4,164 (-80%) from 2020

Net Income

Down

$48,121

Down $17,304 (-26%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth38th 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

2021

Assets$6,758,729
Liabilities$0
Net Assets$6,758,729
Open 2021 Filing

Operations Trend

Revenue Growth8th 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

2021

Revenue$49,157
Expenses$1,036
Net Income$48,121
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 13, 2022
Return Version
2021v4.0
Gross Receipts
$49,157
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.

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$4,184,310$4,732,432▲ $548,122
Investments in Publicly Traded Securities$2,257,951$2,026,297▼ $231,654
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$6,442,261$6,758,729▲ $316,468
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$6,442,261$6,758,729▲ $316,468
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$6,442,261$6,758,729▲ $316,468
Total Liabilities and Net Assets / Fund Balance$6,442,261$6,758,729▲ $316,468

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$6,442,261$0▲ $317,504$0$6,758,729
2020$6,175,510$0▲ $271,950$0$6,442,261
2019$5,230,842$0▲ $945,559$0$6,175,510
2018$5,493,025$0▼ $259,054$0$5,230,842
2017$4,574,248$0▲ $993,638$55,000$5,493,025
Compensation and Service Providers
Top Officer Pay22nd percentile

Board Members and Trustees

NameTitle
Carolyn SpitzPresident
Jeff BerrySecretary
Brad KinstlerTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
None--$0
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$49,157
Other Revenue
$0
All Other Contributions
$0
Change in Net Assets
$48,121
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,036
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Insurance$0$891$0$891
Total Functional Expenses$0$1,036$0$1,036
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
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

Part VI, Line 11B

“The President emails a copy of the completed form 990 to all other Board members prior to its filing.”

Part VI, 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.”

Part VI, Line 19

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

Filing and Contact Details

Filer

Filer Name
The Ella M Rohlffs Foundation
EIN
23-7267719
In Care Of
% Jeff Berry
Phone
6504900841
Address
149 KAREN WAY, ATHERTON, CA 94027-6415

Signing Officer

Name
Jeff Berry
Title
Board Member
Signed
2022-05-13
Discuss with paid preparer
No

Organization Details

Formed
1974
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0
Supplemental Narrative

Financial Statement Notes

Part V, line 4

“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.”

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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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IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt00
IRS990/OccupancyGrp/ProgramServicesAmt00
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt00
IRS990/OfficeExpensesGrp/ProgramServicesAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Filing Fees
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0145
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt30
IRS990/OtherExpensesGrp/ProgramServicesAmt00
IRS990/OtherExpensesGrp/ProgramServicesAmt10
IRS990/OtherExpensesGrp/ProgramServicesAmt20
IRS990/OtherExpensesGrp/ProgramServicesAmt30
IRS990/OtherExpensesGrp/TotalAmt0145
IRS990/OtherExpensesGrp/TotalAmt10
IRS990/OtherExpensesGrp/TotalAmt20
IRS990/OtherExpensesGrp/TotalAmt30
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueMiscGrp/ExclusionAmt00
IRS990/OtherRevenueMiscGrp/ExclusionAmt10
IRS990/OtherRevenueMiscGrp/ExclusionAmt20
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt10
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt20
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt00
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt10
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt20
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt00
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt10
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt20
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/FundraisingAmt00
IRS990/PaymentsToAffiliatesGrp/ManagementAndGeneralAmt00
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt00
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt00
IRS990/PayrollTaxesGrp/ProgramServicesAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/FundraisingAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt00
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0Jeff Berry
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/ExclusionAmt10
IRS990/ProgramServiceRevenueGrp/ExclusionAmt20
IRS990/ProgramServiceRevenueGrp/ExclusionAmt30
IRS990/ProgramServiceRevenueGrp/ExclusionAmt40
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt10
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt20
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt30
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt40
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt00
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt10
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt20
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt30
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt40
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt20
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt30
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt40
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt00
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt00
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt00
IRS990/ProgSrvcAccomActy3Grp/GrantAmt00
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt00
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt070625
IRS990/PymtTravelEntrtnmntPubOfclGrp/FundraisingAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/ManagementAndGeneralAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/ProgramServicesAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt05200
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,758,729
Liabilities
$0
Net assets
$6,758,729
Revenue
$49,157
Expenses
$1,036
Net income
$48,121
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