Civic Intelligence

The Roklen Foundation

990PF • Fiscal year 2019 • EIN 26-3897684

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 05, 2020

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.

Liabilities / Assets

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

94th percentile

67%

Higher net margin than 94% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

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.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

33rd percentile

-5.7%

Faster asset growth than 33% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

75th percentile

21%

Faster revenue growth than 75% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$392,153

Down $23,751 (-5.7%) from 2018

Net Assets

Down

$392,153

Down $23,751 (-5.7%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin94th percentile

Revenue

Up

$236,089

Up $41,579 (+21%) from 2018

Expenses

Down

$76,905

Down $9,450 (-11%) from 2018

Net Income

Up

$159,184

Up $51,029 (+47%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$600K$400K$200K$0Assets 2012: $365,789Liabilities 2012: $18,250Net Assets 2012: $347,5392012Assets 2014: $417,627Liabilities 2014: $0Net Assets 2014: $417,6272014Assets 2015: $333,131Liabilities 2015: $0Net Assets 2015: $333,1312015Assets 2016: $313,725Liabilities 2016: $0Net Assets 2016: $313,7252016Assets 2018: $415,904Liabilities 2018: $0Net Assets 2018: $415,9042018Assets 2019: $392,153Liabilities 2019: $0Net Assets 2019: $392,1532019Assets 2020: $255,458Liabilities 2020: $16,900Net Assets 2020: $238,5582020Assets 2021: $139,097Liabilities 2021: $16,900Net Assets 2021: $122,1972021Assets 2022: $141,658Liabilities 2022: $14,000Net Assets 2022: $127,6582022Assets 2024: $139,432Liabilities 2024: $0Net Assets 2024: $139,4322024

Highlighted filing

2019

Assets$392,153
Liabilities$0
Net Assets$392,153
Open 2019 Filing

Operations Trend

Revenue Growth75th percentile

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

$300K$200K$100K$0-$100K-$200KExpenses 2012: $66,6092012Revenue 2014: $83,161Expenses 2014: $79,534Net Income 2014: $3,6272014Revenue 2015: $31,076Expenses 2015: $115,572Net Income 2015: -$84,4962015Revenue 2016: $52,666Expenses 2016: $72,072Net Income 2016: -$19,4062016Revenue 2018: $194,510Expenses 2018: $86,355Net Income 2018: $108,1552018Revenue 2019: $236,089Expenses 2019: $76,905Net Income 2019: $159,1842019Revenue 2020: $1,055Expenses 2020: $154,650Net Income 2020: -$153,5952020Revenue 2021: $49,664Expenses 2021: $166,025Net Income 2021: -$116,3612021Revenue 2022: $156,211Expenses 2022: $150,750Net Income 2022: $5,4612022Revenue 2024: $139,329Expenses 2024: $102,924Net Income 2024: $36,4052024

Highlighted filing

2019

Revenue$236,089
Expenses$76,905
Net Income$159,184
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 5, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL ROKLENCFO-$0--
SANDRA ROKLENSecretary-$0--
EVAN ROKLENCEO-$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
2020-11-05
Discuss with paid preparer
Yes

Preparer

Firm
Gerber & Co Inc
Address
1880 CENTURY PARK EAST SUITE 200, LOS ANGELES, CA 90067
Preparer
Selwyn Gerber
Phone
3105521600
Raw XML Appendix349 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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Los Angeles Fire Department Foundat
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2JEWISH NATIONAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3Israel Guide Dog Center
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4SIMON WIESENTHAL CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5AMERICAN FRIENDS OF RAMBAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6UNIVERSITY OF WISCONSIN FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7FRIENDS OF ELNET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0817 BROADWAY 3RD FLR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11700 Stadium Way 100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt27120 HAYVENHURST AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3968 Easton Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41399 SOUTH ROXBURY DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5521 FIFTH AVENUE SUITE 1731
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt61848 UNIVERSITY AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt75215 OLD ORCHARD ROAD 880
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2VAN NUYS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Warrington
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6MADISON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7SKOKIE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010003
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd190012
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd291406
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd318976
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd490035
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd510175
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd653726
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd760077
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt041034
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt022182
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt022182
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt039364
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt010810
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt015843
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt068624
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt037065
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt037065
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0153493
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt018852
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt039364
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt010810
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt015843
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt068624
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt041034
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt018852
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0190558
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0171706
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0ROKLEN INVESTMENTS LP
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt02330 CANYONBACK ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0LOS ANGELES
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd090049
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0223730
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0223730
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0125 SHARES OF AMAZON COM INC
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02019-09-05
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0DUES & SUBSCRIPTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0125
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt021000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/Amt01688
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0EVAN ROKLEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ROKLEN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROKL
ReturnHeader/Filer/EIN0263897684
ReturnHeader/Filer/PhoneNum03104768310
ReturnHeader/Filer/USAddress/AddressLine1Txt02330 CANYONBACK ROAD
ReturnHeader/Filer/USAddress/CityNm0LOS ANGELES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090049
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0951210974
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Gerber & Co Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01880 CENTURY PARK EAST SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOS ANGELES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090067
ReturnHeader/PreparerPersonGrp/PhoneNum03105521600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Selwyn Gerber
ReturnHeader/ReturnTs02020-11-05T17:19:54-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$392,153
Liabilities
$0
Net assets
$392,153
Revenue
$236,089
Expenses
$76,905
Net income
$159,184
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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