Civic Intelligence

David B Rogers Foundation Dated June 28 2000

990PF • Fiscal year 2022 • EIN 83-0845306

Jan 01, 2022 to Dec 31, 2022 • Filed on Oct 16, 2023

840 W Orange Grove AvenueArcadia, CA 91006

(626) 485-9955

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2022 filings • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2022

Net Margin

99th percentile

630%

Higher net margin than 99% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

33rd percentile

$80,993

Higher top officer pay than 33% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Source year 2022

Asset Growth

22nd percentile

-8.6%

Faster asset growth than 22% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

Score unavailable

No value available

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

Annualized from 2021 to 2022

Assets

Down

$21,441,667

Down $2,010,078 (-8.6%) from 2021

Net Assets

Down

$21,441,667

Down $2,010,078 (-8.6%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Down

-$319,295

Down $332,129 (-2588%) from 2021

Expenses

Up

$1,690,783

Up $972,723 (+135%) from 2021

Net Income

Down

-$2,010,078

Down $1,304,852 (-185%) from 2021

Historical Trend

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2019: $140,035Liabilities 2019: $02019Assets 2020: $24,816,002Liabilities 2020: $0Net Assets 2020: $24,816,0022020Assets 2021: $23,451,745Liabilities 2021: $0Net Assets 2021: $23,451,7452021Assets 2022: $21,441,667Liabilities 2022: $0Net Assets 2022: $21,441,6672022Assets 2023: $20,794,895Liabilities 2023: $0Net Assets 2023: $20,794,8952023Assets 2024: $19,740,094Liabilities 2024: $0Net Assets 2024: $19,740,0942024

Highlighted filing

2022

Assets$21,441,667
Liabilities$0
Net Assets$21,441,667

Operations Trend

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

$2.0M$1.0M$0-$1.0M-$2.0M-$3.0MRevenue 2019: $95Expenses 2019: $638Net Income 2019: -$5432019Revenue 2020: $9,688Expenses 2020: $95,803Net Income 2020: -$86,1152020Revenue 2021: $12,834Expenses 2021: $718,060Net Income 2021: -$705,2262021Revenue 2022: -$319,295Expenses 2022: $1,690,783Net Income 2022: -$2,010,0782022Revenue 2023: $318,882Expenses 2023: $1,677,086Net Income 2023: -$1,358,2042023Revenue 2024: $511,440Expenses 2024: $1,701,311Net Income 2024: -$1,189,8712024

Highlighted filing

2022

Revenue-$319,295
Expenses$1,690,783
Net Income-$2,010,078
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 16, 2023
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dr Sylvia Gates CarlisleTrusteePT$80,993-$80,993
The Rev Dr Joseph W Daniels JrTrusteePT$80,993-$80,993
The Rev Dr Philip B WoodTrusteePT$80,993-$80,993
Filing and Contact Details

Filer

Filer Name
David B Rogers Foundation DTD 6282000
EIN
83-0845306
Phone
6264859955
Address
840 W Orange Grove Avenue, Arcadia, CA 91006

Signing Officer

Name
Rev Dr Philip B Wood
Title
Trustee
Phone
6264859955
Signed
2023-10-16
Discuss with paid preparer
Yes

Preparer

Firm
James W Rider CPA MBT
Address
128 E Palm Avenue Suite 100, Monrovia, CA 91016
Preparer
James W Rider
Phone
6266226052
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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/PersonNm0Dr Sylvia Gates Carlisle
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1The Rev Dr Joseph W Daniels Jr
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2The Rev Dr Philip B Wood
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt05647 West 64th Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt114629 Stonewall Drive
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt299 N Hermosa Avenue Apt H
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Los Angeles
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0The Rev Dr Philip B Wood
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2To provide expansion of the ministry work for the Church.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4This school provides education to high school students in South Central Los Angeles. This donation is to support a corporate work study program.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1SOLIDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2The Good Shepard Ministry Center
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3Midnight Mission Development Dept
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4Verbum Dei Jesuit High School
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3601 San Pedro Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt411100 S Central Avenue
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4Property expenses - plumbing
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Invest mgmt fee - 3774 deductible amount
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TaxesSchedule/TaxesDetail/Amt0515
TaxesSchedule/TaxesDetail/Amt125
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TaxesSchedule/TaxesDetail/CategoryTxt0Foreign income taxes - MS XXX0310
TaxesSchedule/TaxesDetail/CategoryTxt1CA DOJ filing fee
TaxesSchedule/TaxesDetail/CategoryTxt2LA County real estate tax
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0515
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Rev Dr Philip B Wood
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ReturnHeader/BusinessOfficerGrp/PhoneNum06264859955
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0David B Rogers Foundation DTD 6282000
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0371517129
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0James W Rider CPA MBT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0128 E Palm Avenue Suite 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Monrovia
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
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ReturnHeader/PreparerPersonGrp/PhoneNum06266226052

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