Civic Intelligence

Rogers Charitable Fund

990PF • Fiscal year 2023 • EIN 43-2023033

Jul 01, 2022 to Jun 30, 2023 • Filed on Jan 24, 2024

Organization Profile
1731 Aviation BlvdLincoln, CA 95648

(916) 258-8000

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

22nd percentile

-21%

Higher net margin than 22% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

49th percentile

-0.3%

Faster asset growth than 49% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

96th percentile

358%

Faster revenue growth than 96% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$350,175

Down $945 (-0.3%) from 2022

Net Assets

Down

$350,175

Down $945 (-0.3%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin22nd percentile

Revenue

Up

$4,584

Up $3,584 (+358%) from 2022

Expenses

Up

$5,529

Up $2,547 (+85%) from 2022

Net Income

Up

-$945

Up $1,037 (+52%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2012: $467Liabilities 2012: $0Net Assets 2012: $4672012Assets 2013: $239Liabilities 2013: $0Net Assets 2013: $2392013Assets 2014: $32,011Liabilities 2014: $02014Assets 2015: $31,523Liabilities 2015: $02015Assets 2018: $1,673,340Liabilities 2018: $0Net Assets 2018: $1,673,3402018Assets 2019: $46,337Liabilities 2019: $0Net Assets 2019: $46,3372019Assets 2020: $679Liabilities 2020: $0Net Assets 2020: $6792020Assets 2021: $353,102Liabilities 2021: $0Net Assets 2021: $353,1022021Assets 2022: $351,120Liabilities 2022: $0Net Assets 2022: $351,1202022Assets 2023: $350,175Liabilities 2023: $0Net Assets 2023: $350,1752023Assets 2024: $350,151Liabilities 2024: $0Net Assets 2024: $350,1512024

Highlighted filing

2023

Assets$350,175
Liabilities$0
Net Assets$350,175
Open 2023 Filing

Operations Trend

Revenue Growth96th percentile

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

$4.0M$2.0M$0-$2.0MExpenses 2012: $1,102,6292012Expenses 2013: $142,4812013Revenue 2014: $997,496Expenses 2014: $965,724Net Income 2014: $31,7722014Revenue 2015: $359,333Expenses 2015: $358,266Net Income 2015: $1,0672015Revenue 2018: $1,353,453Expenses 2018: $1,015,508Net Income 2018: $337,9452018Revenue 2019: $784,003Expenses 2019: $2,411,006Net Income 2019: -$1,627,0032019Revenue 2020: $329,937Expenses 2020: $375,595Net Income 2020: -$45,6582020Revenue 2021: $601,298Expenses 2021: $248,875Net Income 2021: $352,4232021Revenue 2022: $1,000Expenses 2022: $2,982Net Income 2022: -$1,9822022Revenue 2023: $4,584Expenses 2023: $5,529Net Income 2023: -$9452023Revenue 2024: $3,525Expenses 2024: $3,549Net Income 2024: -$242024

Highlighted filing

2023

Revenue$4,584
Expenses$5,529
Net Income-$945
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Jan 24, 2024
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Peter RogersSec. & Treas.-$0--
Theani LouskosDirector-$0--
Keith LivelyDirector-$0--
Filing and Contact Details

Filer

Filer Name
Rogers Charitable Fund
EIN
43-2023033
Phone
9162588000
Address
1731 Aviation Blvd, Lincoln, CA 95648

Signing Officer

Name
Albert Troutman
Title
Acting CFO
Signed
2024-01-24
Discuss with paid preparer
Yes

Preparer

Firm
Comyns Smith McCleary & Deaver LLP
Address
1777 Botelho Drive Suite 350, Walnut Creek, CA 94596
Preparer
Andrew M Porter
Phone
9252991040
Raw XML Appendix189 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/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-945
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt05529
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt05529
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt00
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IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt017266
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt00
IRS990PF/FMVAssetsEOYAmt0350175
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0351120
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0350175
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0350578
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0350578
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt05259
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt017266
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0345319
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0350578
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Peter Rogers
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Theani Louskos
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Keith Lively
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Sec. & Treas.
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01731 Aviation Blvd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1c/o JBR 1731 Aviation Blvd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2c/o JBR 1731 Aviation Blvd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Lincoln
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Lincoln
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0956489317
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd2956489317
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01731 Aviation Blvd
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Lincoln
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0956489317
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Darrin Webb
IRS990PF/StatementsRegardingActyGrp/PhoneNum09162588000
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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/DistributableAsAdjustedAmt017266
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt017266
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0231939
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0369158
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt02364392
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0947835
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt017266
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0930569
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02965489
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0231939
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0369158
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt02364392
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03896058
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt03913324
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Insurance
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Tax preparation
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Registration fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01014
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt14490
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt225
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Albert Troutman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Acting CFO
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-01-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rogers Charitable Fund
ReturnHeader/Filer/BusinessNameControlTxt0ROGE
ReturnHeader/Filer/EIN0432023033
ReturnHeader/Filer/PhoneNum09162588000
ReturnHeader/Filer/USAddress/AddressLine1Txt01731 Aviation Blvd
ReturnHeader/Filer/USAddress/CityNm0Lincoln
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095648
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0680307221
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Comyns Smith McCleary & Deaver LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01777 Botelho Drive Suite 350
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Walnut Creek
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094596
ReturnHeader/PreparerPersonGrp/PhoneNum09252991040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Andrew M Porter
ReturnHeader/ReturnTs02024-01-24T13:52:04-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Albert
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Troutman
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$350,175
Liabilities
$0
Net assets
$350,175
Revenue
$4,584
Expenses
$5,529
Net income
-$945
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.35$0.00$0.35$0.00$0.00$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$0.00$0.01$0.00
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.35$0.00$0.35$0.00$0.00$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.35$0.00$0.35$0.60$0.25$0.35
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.33$0.38$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.05$0.00$0.05$0.78$2.41$1.63
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.67$0.00$1.67$1.35$1.02$0.34
2015Summary only. Only limited summary data is available for this year.$0.03$0.00$0.36$0.36$0.00
2014Summary only. Only limited summary data is available for this year.$0.03$0.00$1.00$0.97$0.03
2013Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.14
2012Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.10