Civic Intelligence

Paul Rozo Family Foundation

EIN 81-0907390 • Newport Beach, CA

104 Linda IsleNewport Beach, CA 92660
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

75th percentile

0.03x

Higher debt load relative to assets than 75% of similar nonprofits.

<$500k nonprofits • Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

<$500k nonprofits • Source year 2024

Asset Growth

53rd percentile

-0.8%

Faster asset growth than 53% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets75th percentile

Assets

Down

$75,343

Down $638 (-0.8%) from 2023

Liabilities

Flat

$2,356

Flat from 2023

Net Assets

Down

$72,987

Down $638 (-0.9%) from 2023

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Flat

$0

Flat from 2023

Expenses

Flat

$638

Flat from 2023

Net Income

Flat

-$638

Flat from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth53rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2016: $31,684Liabilities 2016: $02016Assets 2017: $70,849Liabilities 2017: $02017Assets 2020: $102,110Liabilities 2020: $0Net Assets 2020: $102,1102020Assets 2021: $97,170Liabilities 2021: $2,3562021Assets 2022: $76,619Liabilities 2022: $2,356Net Assets 2022: $74,2632022Assets 2023: $75,981Liabilities 2023: $2,356Net Assets 2023: $73,6252023Assets 2024: $75,343Liabilities 2024: $2,356Net Assets 2024: $72,9872024

Highlighted filing

2024

Assets$75,343
Liabilities$2,356
Net Assets$72,987
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40K$20K$0-$20K-$40KRevenue 2016: $40,000Expenses 2016: $8,316Net Income 2016: $31,6842016Revenue 2017: $40,000Expenses 2017: $835Net Income 2017: $39,1652017Revenue 2020: $0Expenses 2020: $285Net Income 2020: -$2852020Revenue 2021: $1Expenses 2021: $7,296Net Income 2021: -$7,2952021Revenue 2022: $0Expenses 2022: $20,551Net Income 2022: -$20,5512022Revenue 2023: $0Expenses 2023: $638Net Income 2023: -$6382023Revenue 2024: $0Expenses 2024: $638Net Income 2024: -$6382024

Highlighted filing

2024

Revenue$0
Expenses$638
Net Income-$638
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$75,343
Liabilities
$2,356
Net assets
$72,987
Revenue
$0
Expenses
$638
Net income
-$638
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.75$0.02$0.73$0.00$0.01$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.76$0.02$0.74$0.00$0.01$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.77$0.02$0.74$0.00$0.21$0.21
2021Summary only. Only limited summary data is available for this year.$0.97$0.02$0.00$0.07$0.07
2020Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.00$0.00$0.00
2017Summary only. Only limited summary data is available for this year.$0.71$0.00$0.40$0.01$0.39
2016Summary only. Only limited summary data is available for this year.$0.32$0.00$0.40$0.08$0.32
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Dec 1, 2023 to Nov 30, 2024
Signed
Oct 5, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAUL ROZOPresident-$0--
CHRISTY ROZOSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Paul Rozo Family Foundation
EIN
81-0907390
Phone
8585512440
Address
104 LINDA ISLE, NEWPORT BEACH, CA 92660

Signing Officer

Name
Paul Rozo
Title
President
Signed
2025-10-05
Discuss with paid preparer
Yes

Preparer

Firm
Jackson & Company
Address
1265 Corona Point Court Suite 301, CORONA, CA 92879
Preparer
Jon M Jackson CPA
Phone
9512654050
Raw XML Appendix178 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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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL ROZO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-05
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ReturnHeader/Filer/BusinessNameControlTxt0PAUL
ReturnHeader/Filer/EIN0810907390
ReturnHeader/Filer/PhoneNum08585512440
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01265 Corona Point Court Suite 301
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CORONA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
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ReturnHeader/PreparerPersonGrp/PhoneNum09512654050
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jon M Jackson CPA
ReturnHeader/ReturnTs02025-10-05T10:17:55-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-12-01
ReturnHeader/TaxPeriodEndDt02024-11-30
ReturnHeader/TaxYr02023

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