Civic Intelligence

Rosenberg Ach Foundation

990PF • Fiscal year 2021 • EIN 27-0965935

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 10, 2022

Organization Profile
124 Commonwealth AvenueSan Francisco, CA 94118

(415) 434-3744

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

23rd percentile

0.00x

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Net Margin

80th percentile

46%

Higher net margin than 80% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Asset Growth

44th percentile

5.7%

Faster asset growth than 44% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

87th percentile

146%

Faster revenue growth than 87% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$7,386,536

Up $397,078 (+5.7%) from 2020

Net Assets

Up

$7,386,536

Up $397,078 (+5.7%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin80th percentile

Revenue

Up

$869,237

Up $515,835 (+146%) from 2020

Expenses

Down

$472,159

Down $53,412 (-10%) from 2020

Net Income

Up

$397,078

Up $569,247 (+331%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$15M$10M$5.0M$0Assets 2015: $6,879,100Liabilities 2015: $0Net Assets 2015: $6,879,1002015Assets 2016: $6,729,058Liabilities 2016: $0Net Assets 2016: $6,729,0582016Assets 2017: $6,987,565Liabilities 2017: $0Net Assets 2017: $6,987,5652017Assets 2018: $6,896,566Liabilities 2018: $0Net Assets 2018: $6,896,5662018Assets 2019: $7,159,303Liabilities 2019: $0Net Assets 2019: $7,159,3032019Assets 2020: $6,989,458Liabilities 2020: $0Net Assets 2020: $6,989,4582020Assets 2021: $7,386,536Liabilities 2021: $0Net Assets 2021: $7,386,5362021Assets 2022: $7,204,734Liabilities 2022: $0Net Assets 2022: $7,204,7342022Assets 2023: $10,536,351Liabilities 2023: $0Net Assets 2023: $10,536,3512023Assets 2024: $10,544,409Liabilities 2024: $0Net Assets 2024: $10,544,4092024

Highlighted filing

2021

Assets$7,386,536
Liabilities$0
Net Assets$7,386,536
Open 2021 Filing

Operations Trend

Revenue Growth87th percentile

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

$4.0M$2.0M$0-$2.0MRevenue 2015: $614,767Expenses 2015: $387,055Net Income 2015: $227,7122015Revenue 2016: $537,685Expenses 2016: $506,590Net Income 2016: $31,0952016Revenue 2017: $773,536Expenses 2017: $515,766Net Income 2017: $257,7702017Revenue 2018: $443,692Expenses 2018: $531,587Net Income 2018: -$87,8952018Revenue 2019: $1,074,564Expenses 2019: $735,425Net Income 2019: $339,1392019Revenue 2020: $353,402Expenses 2020: $525,571Net Income 2020: -$172,1692020Revenue 2021: $869,237Expenses 2021: $472,159Net Income 2021: $397,0782021Revenue 2022: $421,488Expenses 2022: $603,604Net Income 2022: -$182,1162022Revenue 2023: $3,924,339Expenses 2023: $592,743Net Income 2023: $3,331,5962023Revenue 2024: $595,271Expenses 2024: $587,213Net Income 2024: $8,0582024

Highlighted filing

2021

Revenue$869,237
Expenses$472,159
Net Income$397,078
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 10, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LINDA ROSENBERG ACHDirector;President;Secretary-$0--
ANDREW ACHDirector;Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
Rosenberg Ach Foundation
EIN
27-0965935
In Care Of
% LINDA ROSENBERG ACH
Phone
4154343744
Address
124 Commonwealth Avenue, SAN FRANCISCO, CA 94118

Signing Officer

Name
Linda Rosenberg Ach
Title
President
Phone
4154343744
Signed
2022-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Withumsmithbrownpc
Address
601 CALIFORNIA STREET SUITE 1800, SAN FRANCISCO, CA 94108
Preparer
Jennifer Wong
Phone
4154343744
Raw XML Appendix327 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.

Path#Value
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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0CORPORATE STOCK
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0CAPITAL GUARD #9490 ST COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GUARD #9490 LT COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GUARD #9490 LT NONCOVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3CAPITAL GUARD #9490 ST NOT REPORTED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4FOREIGN CURRENCY FORWARD CONTRACTS
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0LINDA ROSENBERG ACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ANDREW ACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR;PRESIDENT;SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR;TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0124 Commonwealth Ave
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1124 Commonwealth Ave
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SAN FRANCISCO
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0LINDA ROSENBERG ACH
IRS990PF/StatementsRegardingActyGrp/PhoneNum04154343744
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt31000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt415000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0ENVIRONMENTAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1ENVIRONMENTAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2HEALTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3ENVIRONMENTAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4COMMUNITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CAL TROUT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1PUBLIC POLICY INSTITUTE OF CALIFORNIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2UCSF CHANCELLOR'S FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3KEEP FISH WET INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4DRAWTOGETHER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0360 PINE STREET 4TH FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1500 WASHINGTON STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2220 MONTGOMERY STREET 5TH FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt311 KINGMAN ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41446 MARKET STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3AMHERST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd094104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd194111
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd294104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd301002
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd494102
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0366000
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/AppliedToCurrentYearAmt0366000
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0538290
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0172290
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0203934
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0172290
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt031644
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt031644
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02017
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0366000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt031644
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0203934
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt036722
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt168
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt212951
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DIVIDENDS RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1Receivable from Officer
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2Cap Gain Receivable
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt113519
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt20
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt113519
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0STATE FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Business Registration Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2SERVICE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt075
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt120
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt235
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt077994
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt077994
TaxesSchedule/TaxesDetail/Amt016701
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt016701
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LINDA ROSENBERG ACH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04154343744
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rosenberg Ach Foundation
ReturnHeader/Filer/BusinessNameControlTxt0ROSE
ReturnHeader/Filer/EIN0270965935
ReturnHeader/Filer/InCareOfNm0% LINDA ROSENBERG ACH
ReturnHeader/Filer/PhoneNum04154343744
ReturnHeader/Filer/USAddress/AddressLine1Txt0124 Commonwealth Avenue
ReturnHeader/Filer/USAddress/CityNm0SAN FRANCISCO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094118
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WITHUMSMITHBROWNPC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0601 CALIFORNIA STREET SUITE 1800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN FRANCISCO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094108
ReturnHeader/PreparerPersonGrp/PhoneNum04154343744
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jennifer Wong
ReturnHeader/ReturnTs02022-11-14T18:48:31-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LINDA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ROSENBERG ACH
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$7,386,536
Liabilities
$0
Net assets
$7,386,536
Revenue
$869,237
Expenses
$472,159
Net income
$397,078
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$10.5$0.00$10.5$0.60$0.59$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.5$0.00$10.5$3.92$0.59$3.33
2022Detailed filing. Detailed filing data is available for this year.$7.20$0.00$7.20$0.42$0.60$0.18
2021Detailed filing. Detailed filing data is available for this year.$7.39$0.00$7.39$0.87$0.47$0.40
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.99$0.00$6.99$0.35$0.53$0.17
2019Detailed filing. Detailed filing data is available for this year.$7.16$0.00$7.16$1.07$0.74$0.34
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.90$0.00$6.90$0.44$0.53$0.09
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.99$0.00$6.99$0.77$0.52$0.26
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.73$0.00$6.73$0.54$0.51$0.03
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.88$0.00$6.88$0.61$0.39$0.23