The Roklen Foundation

990PF • Fiscal year 2016 • EIN 26-3897684

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 09, 2017

Organization Profile

2330 Canyonback RoadLos Angeles, CA 90049

(310) 476-8310

Siviq Scores

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

0.00x

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

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

0.00x

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

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

-37%

Higher net margin than 13% of similar nonprofits.

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

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

-5.8%

Faster asset growth than 34% of similar nonprofits.

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

69%

Faster revenue growth than 90% of similar nonprofits.

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

Balance Sheet

Liabilities / Assets58th percentile

Assets

Down

$313,725

Down $19,406 (-5.8%) from 2015

Net Assets

Down

$313,725

Down $19,406 (-5.8%) from 2015

Liabilities

Flat

Flat from 2015

Revenue And Expenses

Liabilities / Revenue58th percentile Net Margin13th percentile

Revenue

$52,666

Up $21,590 (+69%) from 2015

Expenses

Down

$72,072

Down $43,500 (-38%) from 2015

Net Income

-$19,406

Up $65,090 (+77%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

Highlighted filing

2016

Assets$313,725

Liabilities$0

Net Assets$313,725

Open 2016 Filing

Operations Trend

Revenue Growth90th percentile

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

Highlighted filing

2016

Revenue$52,666

Expenses$72,072

Net Income-$19,406

Open 2016 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2016 to Dec 31, 2016
Signed: Nov 9, 2017
Return Version: 2016v3.0

Compensation and Service Providers

Top Officer Pay76th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
MICHAEL ROKLEN	CFO	-	$0	-	-
SANDRA ROKLEN	Secretary	-	$0	-	-
EVAN ROKLEN	CEO	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: The Roklen Foundation
EIN: 26-3897684
Phone: 3104768310
Address: 2330 CANYONBACK ROAD, LOS ANGELES, CA 90049

Signing Officer

Name: Evan Roklen
Title: CEO
Signed: 2017-11-09
Discuss with paid preparer: Yes

Preparer

Firm: Gerber & Co Inc
Address: 1880 CENTURY PARK EAST SUITE 200, LOS ANGELES, CA 90067-1602
Preparer: Selwyn Gerber
Phone: 3105521600

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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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	MICHAEL ROKLEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	SANDRA ROKLEN
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IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt	0	WITH LETTERHEAD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm	0	EVAN ROKLEN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt	0	2330 CANYONBACK ROAD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm	0	LOS ANGELES
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd	0	CA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd	0	90049
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt	0	NOT APPLICABLE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	20975
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	2	12425
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	3	500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	3	DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	2	CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	3	CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	0	AMIT CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	1	UM HILLEL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	2	JEWISH NATIONAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	3	SHAPING YOUNG MIND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	1	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	2	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	3	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	817 BROADWAY 3RD FLR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	1429 HILLS STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	7120 HAYVENHURST AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	3	2753 ELDEROAK ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	ANN HARBOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	VAN NUYS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	3	THOUSAND OAKS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	3	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	10003
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	48104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	91406
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	3	91361
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	34400
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	18557
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	18557
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	68624
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	37065
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	24910
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	35818
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	17737
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	17737
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	182260
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	15843
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	68624
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	37065
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	24910
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	35818
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	34400
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	15843
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	199997
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	184154
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	OFFICE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	3429
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	3429
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	0	414
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	1	775
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	CAPITAL GAIN DISTRIBUTION
OtherIncomeSchedule2/OtherIncomeDetail/Desc	1	PARTNERSHIP DISTRIBUTIONS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	0	414
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	1	775
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	414
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	1	775
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	18991
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	18991
ReturnHeader/BuildTS	0	2018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	EVAN ROKLEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2017-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	THE ROKLEN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	ROKL
ReturnHeader/Filer/EIN	0	263897684
ReturnHeader/Filer/PhoneNum	0	3104768310
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	2330 CANYONBACK ROAD
ReturnHeader/Filer/USAddress/CityNm	0	LOS ANGELES
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	CA
ReturnHeader/Filer/USAddress/ZIPCd	0	90049
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	Gerber & Co Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	1880 CENTURY PARK EAST SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	LOS ANGELES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	900671602
ReturnHeader/PreparerPersonGrp/PhoneNum	0	3105521600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Selwyn Gerber
ReturnHeader/ReturnTs	0	2017-11-09T13:43:14-08:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2016-01-01
ReturnHeader/TaxPeriodEndDt	0	2016-12-31
ReturnHeader/TaxYr	0	2016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing

Assets: $313,725
Liabilities: $0
Net assets: $313,725
Revenue: $52,666
Expenses: $72,072
Net income: -$19,406

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$1.39	$0.00	$1.39	$1.39	$1.03	$0.36
2022Detailed filing. Detailed filing data is available for this year.	$1.42	$0.14	$1.28	$1.56	$1.51	$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.39	$0.17	$1.22	$0.50	$1.66	$1.16
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$2.55	$0.17	$2.39	$0.01	$1.55	$1.54
2019Detailed filing. Detailed filing data is available for this year.	$3.92	$0.00	$3.92	$2.36	$0.77	$1.59
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$4.16	$0.00	$4.16	$1.95	$0.86	$1.08
2016Detailed filing. Detailed filing data is available for this year.	$3.14	$0.00	$3.14	$0.53	$0.72	$0.19
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$3.33	$0.00	$3.33	$0.31	$1.16	$0.84
2014Detailed filing. Detailed filing data is available for this year.	$4.18	$0.00	$4.18	$0.83	$0.80	$0.04
2012Detailed filing. Detailed filing data is available for this year.	$3.66	$0.18	$3.48		$0.67