Civic Intelligence

Roach Maxam Family Foundation

990PF • Fiscal year 2016 • EIN 46-4297381

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 01, 2016

Organization Profile
1939 Harrison StreetOakland, CA 94612

(510) 273-8595

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

16th percentile

-27%

Higher net margin than 16% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

44th percentile

-1.3%

Faster asset growth than 44% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

11th percentile

-48%

Faster revenue growth than 11% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$254,859

Down $3,324 (-1.3%) from 2015

Net Assets

Down

$254,859

Down $3,324 (-1.3%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin16th percentile

Revenue

Down

$12,501

Down $11,510 (-48%) from 2015

Expenses

Down

$15,825

Down $7,941 (-33%) from 2015

Net Income

Down

-$3,324

Down $3,569 (-1457%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2014: $257,938Liabilities 2014: $0Net Assets 2014: $257,9382014Assets 2015: $258,183Liabilities 2015: $0Net Assets 2015: $258,1832015Assets 2016: $254,859Liabilities 2016: $0Net Assets 2016: $254,8592016Assets 2017: $503,950Liabilities 2017: $0Net Assets 2017: $503,9502017Assets 2018: $1,000,802Liabilities 2018: $0Net Assets 2018: $1,000,8022018Assets 2019: $1,026,877Liabilities 2019: $0Net Assets 2019: $1,026,8772019Assets 2020: $889,848Liabilities 2020: $0Net Assets 2020: $889,8482020Assets 2021: $1,272,755Liabilities 2021: $0Net Assets 2021: $1,272,7552021Assets 2022: $1,153,019Liabilities 2022: $0Net Assets 2022: $1,153,0192022Assets 2023: $1,192,642Liabilities 2023: $0Net Assets 2023: $1,192,6422023Assets 2024: $1,860,152Liabilities 2024: $0Net Assets 2024: $1,860,1522024Assets 2025: $1,864,442Liabilities 2025: $325Net Assets 2025: $1,864,1172025

Highlighted filing

2016

Assets$254,859
Liabilities$0
Net Assets$254,859
Open 2016 Filing

Operations Trend

Revenue Growth11th percentile

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

$800K$600K$400K$200K$0-$200KRevenue 2014: $267,167Expenses 2014: $9,229Net Income 2014: $257,9382014Revenue 2015: $24,011Expenses 2015: $23,766Net Income 2015: $2452015Revenue 2016: $12,501Expenses 2016: $15,825Net Income 2016: -$3,3242016Revenue 2017: $267,160Expenses 2017: $16,894Net Income 2017: $250,2662017Revenue 2018: $537,008Expenses 2018: $41,904Net Income 2018: $495,1042018Revenue 2019: $43,198Expenses 2019: $51,938Net Income 2019: -$8,7402019Revenue 2020: $165,531Expenses 2020: $59,498Net Income 2020: $106,0332020Revenue 2021: $267,708Expenses 2021: $67,902Net Income 2021: $199,8062021Revenue 2022: $144,440Expenses 2022: $118,705Net Income 2022: $25,7352022Revenue 2023: $108,484Expenses 2023: $85,233Net Income 2023: $23,2512023Revenue 2024: $683,038Expenses 2024: $84,984Net Income 2024: $598,0542024Revenue 2025: $120,972Expenses 2025: $111,683Net Income 2025: $9,2892025

Highlighted filing

2016

Revenue$12,501
Expenses$15,825
Net Income-$3,324
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 1, 2016
Return Version
2015v2.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
EDWARD G ROACHCEO-$0--
JEANETTE M ROACHSecretary-$0--
ABIGAIL R MAXAMCFO-$0--
Filing and Contact Details

Filer

Filer Name
Roach Maxam Family Foundation
EIN
46-4297381
Phone
5102738595
Address
1939 HARRISON STREET, OAKLAND, CA 94612

Signing Officer

Name
Edward G Roach
Title
CEO
Signed
2016-11-01
Discuss with paid preparer
Yes

Preparer

Firm
Sweeney Kovar LLP
Address
3800 Blackhawk Road 100, Danville, CA 94506
Preparer
Joseph C Kovar CPA
Phone
9256483660
Raw XML Appendix280 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/SummaryOfDirectChrtblActyGrp/Description1Txt0THE FOUNDATION'S ONLY MAJOR CHARITABLE ACTIVITY IS TO PROVIDE GENERAL SUPPORT, SCHOLARSHIPS AND OTHER EDUCATIONAL GRANTS TO INDIVIDUALS AND ORGANIZATIONS.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd022311
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd194559
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd236104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd320005
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd491601
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd594611
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt012500
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/AppliedToCurrentYearAmt012729
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt012729
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt04505
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt06603
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02098
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt04505
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt014827
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02098
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt06603
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt04505
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEE
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt01569
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt02242
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0673
OtherIncomeSchedule2/OtherIncomeDetail/Desc0TRUST DEED - INTEREST INC
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt010001
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt010001
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0EDWARD G ROACH
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt01939 HARRISON STREET STE 410
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0OAKLAND
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0CA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd094612
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0EDWARD G ROACH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROACH MAXAM FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROAC
ReturnHeader/Filer/EIN0464297381
ReturnHeader/Filer/PhoneNum05102738595
ReturnHeader/Filer/USAddress/AddressLine1Txt01939 HARRISON STREET
ReturnHeader/Filer/USAddress/CityNm0OAKLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094612
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Sweeney Kovar LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03800 Blackhawk Road 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Danville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094506
ReturnHeader/PreparerPersonGrp/PhoneNum09256483660
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH C KOVAR CPA
ReturnHeader/ReturnTs02016-11-01T09:23:25-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$254,859
Liabilities
$0
Net assets
$254,859
Revenue
$12,501
Expenses
$15,825
Net income
-$3,324
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.86$0.00$1.86$0.12$0.11$0.01
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.86$0.00$1.86$0.68$0.08$0.60
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.19$0.00$1.19$0.11$0.09$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.14$0.12$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.27$0.00$1.27$0.27$0.07$0.20
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.89$0.00$0.89$0.17$0.06$0.11
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.03$0.00$1.03$0.04$0.05$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.00$0.00$1.00$0.54$0.04$0.50
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.50$0.00$0.50$0.27$0.02$0.25
2016Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$0.01$0.02$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$0.02$0.02$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$0.27$0.01$0.26