Civic Intelligence

Ronald & Beverly Gross Family Foundation

990PF • Fiscal year 2018 • EIN 68-0464512

Jan 01, 2018 to Dec 31, 2018 • Filed on May 10, 2019

Organization Profile
2 Muth DriveOrinda, CA 94563

(925) 254-9600

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.

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

7th percentile

-78%

Higher net margin than 7% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

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.

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

38th percentile

-3.7%

Faster asset growth than 38% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

16th percentile

-32%

Faster revenue growth than 16% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$51,156

Down $1,970 (-3.7%) from 2017

Net Assets

Down

$51,156

Down $1,970 (-3.7%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin7th percentile

Revenue

Down

$2,526

Down $1,167 (-32%) from 2017

Expenses

Up

$4,496

Up $203 (+4.7%) from 2017

Net Income

Down

-$1,970

Down $1,370 (-228%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$80K$60K$40K$20K$0Assets 2011: $43,560Liabilities 2011: $0Net Assets 2011: $43,5602011Assets 2012: $57,719Liabilities 2012: $02012Assets 2013: $55,254Liabilities 2013: $02013Assets 2014: $56,679Liabilities 2014: $0Net Assets 2014: $56,6792014Assets 2015: $57,213Liabilities 2015: $0Net Assets 2015: $57,2132015Assets 2016: $53,726Liabilities 2016: $0Net Assets 2016: $53,7262016Assets 2017: $53,126Liabilities 2017: $0Net Assets 2017: $53,1262017Assets 2018: $51,156Liabilities 2018: $0Net Assets 2018: $51,1562018Assets 2019: $51,485Liabilities 2019: $0Net Assets 2019: $51,4852019Assets 2020: $54,094Liabilities 2020: $0Net Assets 2020: $54,0942020Assets 2021: $64,648Liabilities 2021: $0Net Assets 2021: $64,6482021Assets 2022: $68,168Liabilities 2022: $0Net Assets 2022: $68,1682022Assets 2023: $69,237Liabilities 2023: $0Net Assets 2023: $69,2372023Assets 2024: $73,111Liabilities 2024: $0Net Assets 2024: $73,1112024

Highlighted filing

2018

Assets$51,156
Liabilities$0
Net Assets$51,156
Open 2018 Filing

Operations Trend

Revenue Growth16th percentile

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

$15K$10K$5.0K$0-$5.0KExpenses 2011: $4,2802011Revenue 2012: -$1,881Expenses 2012: $2,327Net Income 2012: -$4,2082012Revenue 2013: $1,697Expenses 2013: $4,162Net Income 2013: -$2,4652013Revenue 2014: $4,905Expenses 2014: $3,480Net Income 2014: $1,4252014Revenue 2015: $4,234Expenses 2015: $3,700Net Income 2015: $5342015Revenue 2016: $1,785Expenses 2016: $5,272Net Income 2016: -$3,4872016Revenue 2017: $3,693Expenses 2017: $4,293Net Income 2017: -$6002017Revenue 2018: $2,526Expenses 2018: $4,496Net Income 2018: -$1,9702018Revenue 2019: $1,395Expenses 2019: $1,066Net Income 2019: $3292019Revenue 2020: $3,474Expenses 2020: $865Net Income 2020: $2,6092020Revenue 2021: $10,770Expenses 2021: $216Net Income 2021: $10,5542021Revenue 2022: $4,542Expenses 2022: $1,022Net Income 2022: $3,5202022Revenue 2023: $2,823Expenses 2023: $1,754Net Income 2023: $1,0692023Revenue 2024: $5,389Expenses 2024: $1,515Net Income 2024: $3,8742024

Highlighted filing

2018

Revenue$2,526
Expenses$4,496
Net Income-$1,970
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 10, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAYLE MYERSDirector-$0--
Filing and Contact Details

Filer

Filer Name
Ronald & Beverly Gross Family Foundation
EIN
68-0464512
Phone
9252549600
Address
2 MUTH DRIVE, ORINDA, CA 94563

Signing Officer

Name
Dayle Myers
Title
Director
Signed
2019-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Hawkes & Hastings Accountancy Corporation
Address
2700 Ygnacio Valley Road Suite 140, Walnut Creek, CA 94598-3462
Preparer
Mark S Hawkes CPA
Phone
9259464141
Raw XML Appendix304 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DAYLE MYERS
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IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0THE FOUNDATION'S PURPOSE IS TO SUPPORT VARIOUS PUBLIC CHARITIES THROUGH DIRECT CASH DONATIONS. DURING 2018 THE FOUNDATION PAID OUT $3,450 TO TEMPLE ISAIAH OF LAFAYETTE, CALIFORNIA, A PUBLIC CHARITY, AS LISTED ON STATEMENT 5.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt03800 MT DIABLO BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1P O BOX 84000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2P O BOX 84000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LAFAYETTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SEATTLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SEATTLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1WA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2WA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd094549
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd198184
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd298184
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt03607
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/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt03480
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt04370
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt03445
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0708
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0273
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0273
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt015610
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt03607
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt03480
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt04370
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt03445
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0708
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03607
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt03607
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt015883
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt012276
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BROKERAGE ACCOUNT FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0150
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/Amt129
TaxesSchedule/TaxesDetail/CategoryTxt0CALIFORNIA TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt010
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt129
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAYLE MYERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RONALD & BEVERLY GROSS FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0RONA
ReturnHeader/Filer/EIN0680464512
ReturnHeader/Filer/PhoneNum09252549600
ReturnHeader/Filer/USAddress/AddressLine1Txt02 MUTH DRIVE
ReturnHeader/Filer/USAddress/CityNm0ORINDA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094563
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0942177829
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Hawkes & Hastings Accountancy Corporation
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02700 Ygnacio Valley Road Suite 140
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Walnut Creek
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0945983462
ReturnHeader/PreparerPersonGrp/PhoneNum09259464141
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mark S Hawkes CPA
ReturnHeader/ReturnTs02019-05-10T16:59:42-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$51,156
Liabilities
$0
Net assets
$51,156
Revenue
$2,526
Expenses
$4,496
Net income
-$1,970
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$73.1$0.00$73.1$5.39$1.52$3.87
2023Detailed filing. Detailed filing data is available for this year.$69.2$0.00$69.2$2.82$1.75$1.07
2022Detailed filing. Detailed filing data is available for this year.$68.2$0.00$68.2$4.54$1.02$3.52
2021Detailed filing. Detailed filing data is available for this year.$64.6$0.00$64.6$10.8$0.22$10.6
2020Detailed filing. Detailed filing data is available for this year.$54.1$0.00$54.1$3.47$0.87$2.61
2019Detailed filing. Detailed filing data is available for this year.$51.5$0.00$51.5$1.40$1.07$0.33
2018Detailed filing. Detailed filing data is available for this year.$51.2$0.00$51.2$2.53$4.50$1.97
2017Detailed filing. Detailed filing data is available for this year.$53.1$0.00$53.1$3.69$4.29$0.60
2016Detailed filing. Detailed filing data is available for this year.$53.7$0.00$53.7$1.79$5.27$3.49
2015Detailed filing. Detailed filing data is available for this year.$57.2$0.00$57.2$4.23$3.70$0.53
2014Detailed filing. Detailed filing data is available for this year.$56.7$0.00$56.7$4.91$3.48$1.43
2013Summary only. Only limited summary data is available for this year.$55.3$0.00$1.70$4.16$2.47
2012Summary only. Only limited summary data is available for this year.$57.7$0.00$1.88$2.33$4.21
2011Detailed filing. Detailed filing data is available for this year.$43.6$0.00$43.6$4.28