Civic Intelligence

Lisa and Ernest Auerbach Family Foundation

EIN 26-4228771 • Rancho Santa Fe, CA

Pub. 78 Eligible
PO Box 576Rancho Santa Fe, CA 92067
Siviq Scores

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

Liabilities / Assets

45th percentile

0.01x

Higher debt load relative to assets than 45% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

54th percentile

0.05x

Higher debt load relative to revenue than 54% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Net Margin

15th percentile

-25%

Higher net margin than 15% 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

24th percentile

-4.0%

Faster asset growth than 24% of similar nonprofits.

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

Revenue Growth

36th percentile

0.9%

Faster revenue growth than 36% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets45th percentile

Assets

Down

$1,525,940

Down $63,234 (-4.0%) from 2023

Liabilities

Flat

$12,800

Flat from 2023

Net Assets

Down

$1,513,140

Down $63,234 (-4.0%) from 2023

Operations
Liabilities / Revenue54th percentileNet Margin15th percentile

Revenue

Up

$255,727

Up $2,258 (+0.9%) from 2023

Expenses

Up

$318,961

Up $68,586 (+27%) from 2023

Net Income

Down

-$63,234

Down $66,328 (-2144%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth24th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2014: $1,662,366Liabilities 2014: $8,000Net Assets 2014: $1,654,3662014Assets 2015: $1,629,412Liabilities 2015: $12,800Net Assets 2015: $1,616,6122015Assets 2016: $1,638,463Liabilities 2016: $12,800Net Assets 2016: $1,625,6632016Assets 2017: $1,647,423Liabilities 2017: $12,800Net Assets 2017: $1,634,6232017Assets 2018: $1,614,116Liabilities 2018: $12,800Net Assets 2018: $1,601,3162018Assets 2019: $1,649,253Liabilities 2019: $12,800Net Assets 2019: $1,636,4532019Assets 2020: $1,622,165Liabilities 2020: $12,800Net Assets 2020: $1,609,3652020Assets 2021: $1,559,050Liabilities 2021: $12,800Net Assets 2021: $1,546,2502021Assets 2022: $1,586,080Liabilities 2022: $12,800Net Assets 2022: $1,573,2802022Assets 2023: $1,589,174Liabilities 2023: $12,800Net Assets 2023: $1,576,3742023Assets 2024: $1,525,940Liabilities 2024: $12,800Net Assets 2024: $1,513,1402024

Highlighted filing

2024

Assets$1,525,940
Liabilities$12,800
Net Assets$1,513,140
Open 2024 Filing

Operations Trend

Revenue Growth36th percentile

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

$400K$300K$200K$100K$0-$100KRevenue 2014: $144,102Expenses 2014: $202,452Net Income 2014: -$58,3502014Revenue 2015: $220,984Expenses 2015: $258,738Net Income 2015: -$37,7542015Revenue 2016: $261,527Expenses 2016: $252,476Net Income 2016: $9,0512016Revenue 2017: $252,614Expenses 2017: $243,654Net Income 2017: $8,9602017Revenue 2018: $255,000Expenses 2018: $288,307Net Income 2018: -$33,3072018Revenue 2019: $240,849Expenses 2019: $205,712Net Income 2019: $35,1372019Revenue 2020: $248,397Expenses 2020: $275,485Net Income 2020: -$27,0882020Revenue 2021: $255,853Expenses 2021: $318,968Net Income 2021: -$63,1152021Revenue 2022: $252,180Expenses 2022: $225,150Net Income 2022: $27,0302022Revenue 2023: $253,469Expenses 2023: $250,375Net Income 2023: $3,0942023Revenue 2024: $255,727Expenses 2024: $318,961Net Income 2024: -$63,2342024

Highlighted filing

2024

Revenue$255,727
Expenses$318,961
Net Income-$63,234
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$1,525,940
Liabilities
$12,800
Net assets
$1,513,140
Revenue
$255,727
Expenses
$318,961
Net income
-$63,234
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.53$0.01$1.51$0.26$0.32$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.59$0.01$1.58$0.25$0.25$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.59$0.01$1.57$0.25$0.23$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.56$0.01$1.55$0.26$0.32$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.62$0.01$1.61$0.25$0.28$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.65$0.01$1.64$0.24$0.21$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.61$0.01$1.60$0.26$0.29$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.65$0.01$1.63$0.25$0.24$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.64$0.01$1.63$0.26$0.25$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.63$0.01$1.62$0.22$0.26$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.66$0.01$1.65$0.14$0.20$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 18, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HEIDI AUERBACH FARKASHDirector-$0--
JOHN FARKASHDirector-$0--
Filing and Contact Details

Filer

Filer Name
Lisa & Ernest Auerbach Family Foundation
EIN
26-4228771
Phone
8587563594
Address
PO BOX 576, RANCHO SANTA FE, CA 92067

Signing Officer

Name
Heidi Farkash
Title
Director
Phone
8587563594
Signed
2025-08-18
Discuss with paid preparer
Yes

Preparer

Firm
Cbiz Advisors LLC
Address
13500 EVENING CRK DR N 450, SAN DIEGO, CA 92128
Preparer
Bruce a Millimaki
Phone
8587952000
Raw XML AppendixShowing 400 of 593 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/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01513140
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt057462
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IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0188667
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IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SUPPORT ORGANIZATION MISSIONS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SUPPORT ORGANIZATION MISSIONS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4SUPPORT ORGANIZATION MISSIONS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11SUPPORT ORGANIZATION MISSIONS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13SUPPORT ORGANIZATION MISSIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt14SUPPORT ORGANIZATION MISSIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt15SUPPORT ORGANIZATION MISSIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt16SUPPORT ORGANIZATION MISSIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt17SUPPORT ORGANIZATION MISSIONS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt19SUPPORT ORGANIZATION MISSIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0AMERICAN FRIENDS OF COMBATANTS FOR PEACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1COLEL CHABAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2DONKEYLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3DUWARA CONSCIOUSNESS FOUNDATION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5ILAN LAEL FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6JEWISH FAMILY SERVICE OF SAN DIEGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7JEWISH HEALING CENTER LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8NEUROTALENT WORKS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9RSF CHABAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10SAMS FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11SHELTERS FOR ISRAEL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt12SILVER AGE YOGA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt13THE AMERICAS FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt14TRIFORM CAMPHILL COMMUNITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt15UC SANTA CRUZ FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt16VOLUNTEER COLLECTIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt17WARRIOR FOUNDATION FREEDOM STATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt18YAAANA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt19YIDDISHLAND
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt11PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt12PC

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