Civic Intelligence

Dorothy Sargent Rosenberg Fund

990PF • Fiscal year 2017 • EIN 30-0041654

Apr 01, 2016 to Mar 31, 2017 • Filed on Jul 25, 2017

Organization Profile
PO Box 431The Sea Ranch, CA 95497

(925) 254-6151

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.

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

4th percentile

-249%

Higher net margin than 4% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

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.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

40th percentile

-2.1%

Faster asset growth than 40% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

6th percentile

-64%

Faster revenue growth than 6% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$137,755

Down $2,960 (-2.1%) from 2016

Net Assets

Down

$137,755

Down $2,960 (-2.1%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin4th percentile

Revenue

Down

$1,189

Down $2,135 (-64%) from 2016

Expenses

Down

$4,149

Down $174 (-4.0%) from 2016

Net Income

Down

-$2,960

Down $1,961 (-196%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$150K$100K$50K$0Assets 2015: $141,714Liabilities 2015: $0Net Assets 2015: $141,7142015Assets 2016: $140,715Liabilities 2016: $0Net Assets 2016: $140,7152016Assets 2017: $137,755Liabilities 2017: $0Net Assets 2017: $137,7552017Assets 2018: $140,419Liabilities 2018: $0Net Assets 2018: $140,4192018Assets 2019: $133,181Liabilities 2019: $0Net Assets 2019: $133,1812019

Highlighted filing

2017

Assets$137,755
Liabilities$0
Net Assets$137,755
Open 2017 Filing

Operations Trend

Revenue Growth6th percentile

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

$10K$5.0K$0-$5.0K-$10KRevenue 2015: $107Expenses 2015: $9,345Net Income 2015: -$9,2382015Revenue 2016: $3,324Expenses 2016: $4,323Net Income 2016: -$9992016Revenue 2017: $1,189Expenses 2017: $4,149Net Income 2017: -$2,9602017Revenue 2018: $9,714Expenses 2018: $7,050Net Income 2018: $2,6642018Revenue 2019: $78Expenses 2019: $7,316Net Income 2019: -$7,2382019

Highlighted filing

2017

Revenue$1,189
Expenses$4,149
Net Income-$2,960
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2016 to Mar 31, 2017
Signed
Jul 25, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BARR ROSENBERGPres/Secretary-$0--
MARY ROSENBERGTrustee-$0--
SCOTT FARMERTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Dorothy Sargent Rosenberg Fund
EIN
30-0041654
Phone
9252546151
Address
PO BOX 431, THE SEA RANCH, CA 95497

Signing Officer

Name
Barr Rosenberg
Title
Pres/Secretary
Signed
2017-07-25
Discuss with paid preparer
Yes

Preparer

Firm
PEROTTI AND CARRADE CPAs
Address
1100 LARKSPUR LNDNG CIR 358, LARKSPUR, CA 94939
Preparer
Denis E Carrade
Phone
4154618500
Raw XML Appendix262 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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TaxesSchedule/TaxesDetail/CategoryTxt1REGULATORY FILING FEE & FORMS
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt025
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BARR ROSENBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Pres/Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-07-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DOROTHY SARGENT ROSENBERG FUND
ReturnHeader/Filer/BusinessNameControlTxt0DORO
ReturnHeader/Filer/EIN0300041654
ReturnHeader/Filer/PhoneNum09252546151
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 431
ReturnHeader/Filer/USAddress/CityNm0THE SEA RANCH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095497
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PEROTTI AND CARRADE CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01100 LARKSPUR LNDNG CIR 358
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LARKSPUR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094939
ReturnHeader/PreparerPersonGrp/PhoneNum04154618500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DENIS E CARRADE
ReturnHeader/ReturnTs02017-07-25T14:13:06-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-04-01
ReturnHeader/TaxPeriodEndDt02017-03-31
ReturnHeader/TaxYr02016

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$137,755
Liabilities
$0
Net assets
$137,755
Revenue
$1,189
Expenses
$4,149
Net income
-$2,960
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.00$0.07$0.07
2018Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.10$0.07$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.01$0.04$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.03$0.04$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.00$0.09$0.09