Civic Intelligence

Roach Maxam Family Foundation

990PF • Fiscal year 2018 • EIN 46-4297381

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 27, 2018

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

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

98th percentile

92%

Higher net margin than 98% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

96th percentile

99%

Faster asset growth than 96% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

92nd percentile

101%

Faster revenue growth than 92% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Up

$1,000,802

Up $496,852 (+99%) from 2017

Net Assets

Up

$1,000,802

Up $496,852 (+99%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$537,008

Up $269,848 (+101%) from 2017

Expenses

Up

$41,904

Up $25,010 (+148%) from 2017

Net Income

Up

$495,104

Up $244,838 (+98%) from 2017

Historical Trend

Balance Sheet Trend

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

2018

Assets$1,000,802
Liabilities$0
Net Assets$1,000,802

Operations Trend

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

2018

Revenue$537,008
Expenses$41,904
Net Income$495,104
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 27, 2018
Return Version
2017v2.2
Compensation and Service Providers

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
2018-11-27
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 Appendix357 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0LAND TRUST OF NAPA COUNTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1PROJECT ON GOVERNMENT OVERSIGH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2OAKWOOD SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3SOUTHERN POVERTY LAW CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4THE EDIBLE SCHOOLYARD PROJECT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5PIEDMONT EDUCATION FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6GOVERNMENT ACCOUNTABILITY PROJECT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01700 SOSCOL AVENUE 20
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11100 G STREET NW SUITE 500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt211600 MAGNOLIA BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3400 WASHINGTON AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41517 SHATTUCK AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5401 HIGHLAND AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt61612 K ST NW SUITE 1100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NAPA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2NORTH HOLLYWOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3MONTGOMERY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4BERKELEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5PIEDMONT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6WASHINGTON DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd094559
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd120005
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd291601
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd336104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd494709
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd594611
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd620006
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt035500
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/AppliedToCurrentYearAmt036608
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt02209
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt048154
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt038817
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt011546
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt02209
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0EDWARD G ROACH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01939 HARRISON STREET STE 410
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0OAKLAND
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd094612
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0509000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt01221
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEE (30% INVEST, 70% CHARIT)
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0855
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01221
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0366
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt01669
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt116
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt275
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt310
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt4595
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0advisor's fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4SUBSCRIPTIONS (30% INVEST, 70% CHARITABL
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1416
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01669
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt116
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt275
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt3179
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01669
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt116
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt275
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt310
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4595
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt08333
OtherIncomeSchedule2/OtherIncomeDetail/Desc0TRUST DEED - INTEREST INC
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt08333
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt08333
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
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt0213
TaxesSchedule/TaxesDetail/Amt0213
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0213
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0EDWARD G ROACH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-27
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/PreparerFirmEIN0942921824
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/ReturnTs02018-11-27T16:00:26-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
2018Detailed filing. Detailed filing data is available for this year.$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