Civic Intelligence

Rosenberg Foundation

990PF • Fiscal year 2023 • EIN 94-1186182

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 01, 2024

131 Steuart Street 650San Francisco, CA 94105

(415) 644-9777

Siviq Scores

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

Liabilities / Assets

29th percentile

0.02x

Higher debt load relative to assets than 29% of similar nonprofits.

2023 filings • $50M-$100M nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.47x

Higher debt load relative to revenue than 59% of similar nonprofits.

2023 filings • $50M-$100M nonprofits • Source year 2023

Net Margin

14th percentile

-28%

Higher net margin than 14% of similar nonprofits.

2023 filings • $50M-$100M nonprofits • Source year 2023

Top Officer Pay

81st percentile

$571,355

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 20.3% of source-year revenue.

2023 filings • $50M-$100M nonprofits • Source year 2023

Asset Growth

53rd percentile

5.8%

Faster asset growth than 53% of similar nonprofits.

2023 filings • $50M-$100M nonprofits • Annualized from 2022 to 2023

Revenue Growth

24th percentile

-11%

Faster revenue growth than 24% of similar nonprofits.

2023 filings • $50M-$100M nonprofits • Annualized from 2022 to 2023

Assets

Flat

$57,410,284

Flat from 2023

Net Assets

$56,085,743

No earlier filing loaded for comparison.

Liabilities

Flat

$1,324,541

Flat from 2023

Revenue

Flat

$2,819,011

Flat from 2023

Expenses

Flat

$3,619,690

Flat from 2023

Net Income

Flat

-$800,679

Flat from 2023

Historical Trend

Balance Sheet Trend

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

$80M$60M$40M$20M$0Assets 2011: $53,978,536Liabilities 2011: $1,009,5582011Assets 2012: $56,214,745Liabilities 2012: $947,0992012Assets 2013: $60,136,208Liabilities 2013: $854,420Net Assets 2013: $59,281,7882013Assets 2014: $59,561,064Liabilities 2014: $291,296Net Assets 2014: $59,269,7682014Assets 2015: $56,086,277Liabilities 2015: $2,240,589Net Assets 2015: $53,845,6882015Assets 2017: $59,141,914Liabilities 2017: $1,270,633Net Assets 2017: $57,871,2812017Assets 2018: $53,557,752Liabilities 2018: $2,867,871Net Assets 2018: $50,689,8812018Assets 2019: $60,137,267Liabilities 2019: $2,032,459Net Assets 2019: $58,104,8082019Assets 2020: $65,423,807Liabilities 2020: $1,252,899Net Assets 2020: $64,170,9082020Assets 2021: $67,842,836Liabilities 2021: $3,085,153Net Assets 2021: $64,757,6832021Assets 2022: $54,246,615Liabilities 2022: $2,276,7872022Assets 2023: $57,410,284Liabilities 2023: $1,324,541Net Assets 2023: $56,085,7432023Assets 2023: $57,410,284Liabilities 2023: $1,324,5412023Assets 2024: $59,335,667Liabilities 2024: $3,333,931Net Assets 2024: $56,001,7362024

Highlighted filing

2023

Assets$57,410,284
Liabilities$1,324,541
Net Assets$56,085,743

Operations Trend

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

$10M$5.0M$0-$5.0MRevenue 2011: $4,311,752Expenses 2011: $3,317,185Net Income 2011: $994,5672011Revenue 2012: $2,188,796Expenses 2012: $3,453,200Net Income 2012: -$1,264,4042012Revenue 2013: $3,374,619Expenses 2013: $3,878,359Net Income 2013: -$503,7402013Revenue 2014: $2,687,894Expenses 2014: $3,410,293Net Income 2014: -$722,3992014Revenue 2015: $3,919,763Expenses 2015: $5,832,508Net Income 2015: -$1,912,7452015Revenue 2017: $4,515,385Expenses 2017: $3,659,273Net Income 2017: $856,1122017Revenue 2018: $2,579,155Expenses 2018: $5,630,151Net Income 2018: -$3,050,9962018Revenue 2019: $7,096,402Expenses 2019: $3,368,069Net Income 2019: $3,728,3332019Revenue 2020: $3,158,699Expenses 2020: $3,173,850Net Income 2020: -$15,1512020Revenue 2021: $5,021,176Expenses 2021: $5,760,263Net Income 2021: -$739,0872021Revenue 2022: $3,178,092Expenses 2022: $3,662,508Net Income 2022: -$484,4162022Revenue 2023: $2,819,011Expenses 2023: $3,619,690Net Income 2023: -$800,6792023Revenue 2023: $2,819,011Expenses 2023: $3,619,690Net Income 2023: -$800,6792023Revenue 2024: $4,268,717Expenses 2024: $5,656,031Net Income 2024: -$1,387,3142024

Highlighted filing

2023

Revenue$2,819,011
Expenses$3,619,690
Net Income-$800,679
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 1, 2024
Return Version
2023v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TIMOTHY SILARDPresidentFT$494,245$77,110$571,355
BENJAMIN TODD JEALOUSChair-$0--
PHYLLIS COOKSecond Vice Chair-$0--
LATEEFAH SIMONVice Chair/Secretary-$0--
ROBERT FRIEDMANTreasurer-$0--
CLARA SHINDirector-$0--
MICK HELLMANDirector-$0--
JAMEY SPENCERDirector-$0--
RAJ JAYAYADEVDirector-$0--
DANIEL GROSSMANDirector-$0--
BILL LANN LEEDirector-$0--
SHAUNA MARSHALLDirector-$0--
HUGO MORALESDirector-$0--
ALBERT MORENODirector-$0--
Filing and Contact Details

Filer

Filer Name
Rosenberg Foundation
EIN
94-1186182
Phone
4156449777
Address
131 STEUART STREET 650, SAN FRANCISCO, CA 94105

Signing Officer

Name
Tim Silard
Title
President
Phone
4156449777
Signed
2024-11-01
Discuss with paid preparer
Yes

Preparer

Firm
Baker Tilly Advisory Group Lp
Address
18500 VON KARMAN AVE 10TH FLOOR, IRVINE, CA 92612
Preparer
Brian Yacker
Phone
9492222999
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DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc25LAPTOP
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc26EQUIPMENTS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc27LAPTOP
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc28LAPTOP
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc29UPLIFT DESK
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc30LAPTOP
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc31IPHONE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc32SONANCE DSP 2-150 MKII AMPLIFIER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc33MCMILLAN DATA COMMUNICATIONS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc34JCF PROPERTIES LLC
DepreciationSchedule/DepreciationPropertyGrp/Rt00.000000000000
DepreciationSchedule/DepreciationPropertyGrp/Rt10.000000000000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt0NO PART HAS BEEN USED FOR OTHER THAN ITS INTENDED PURPOSE.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt0TIDES ADVOCACY
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt001/27/23
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt035000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt035000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt02023-01-27
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt0- ENGAGE YOUTH AND LOW INCOME YOUNG ADULTS IN THE WE ARE HOME CAMPAIGN.- STRENGTHEN THE YOUTH ORGANIZING INFRASTRUCTURE IN ORANGE COUNTY THAT OPERATES THROUGH A RACIAL AND GENDER EQUITY FRAMEWORK.- DEVELOP AN INTEGRATED MODEL OF ORGANIZING, LEGAL SERVICES, AND CASE MANAGEMENT.- CONTINUE ENGAGEMENT AS AN ANCHOR ORGANIZATION IN THE ORANGE COUNTY CIVIC ENGAGEMENT TABLE (OCCET).
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt01014 TORNEY AVE
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm0SAN FRANCISCO
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd0CA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd094129
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/VerificationDt02023-01-27
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt034080179
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt034080179
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0CORPORATE STOCK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt021762897
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1553037
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0MUTUAL FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1PARTNERSHIP INTERESTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt021762897
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1553037
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt01988226
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0829454
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt01331
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt02819011
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt02819011
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt045421
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt045421
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt090842
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0829454
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0123561
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt024712
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0494245
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt02037082
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01109750
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt05903
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt01988226
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01988226
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-800679
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt03268570
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01331
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01331
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0829454
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt02597766
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt0132232
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt06960
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt0139192
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt0182003
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt036401
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt0728013
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0121813
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0853
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0140363
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0178847
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt091252
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0270099
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt078230
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt015646
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt0312919
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubDsbrsChrtblAmt09759
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubRevAndExpnssAmt09759
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0103703
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt03123850
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0221245
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt03619690
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt02819011
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt02819011
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01086768
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0221245
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt02509940
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt0214902
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt0214902
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02023-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12023-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt02618718
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0649852
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1179602
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0649852
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1179602
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt03268570
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PARTNERSHIP INVESTMENT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02023-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12023-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0829454
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-800679
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt04916594
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt056085743
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt051969828
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt056085743
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt02691723
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt02691723
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt02691723
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt02727832
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt036109
IRS990PF/DistributableAmountGrp/TotalTaxAmt036109
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt035806
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt036109
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt036109
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt036109
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0303

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$59.3$3.33$56.0$4.27$5.66$1.39
2023Detailed filing. Detailed filing data is available for this year.$57.4$1.32$56.1$2.82$3.62$0.80
2023Summary only. Only limited summary data is available for this year.$57.4$1.32$2.82$3.62$0.80
2022Summary only. Only limited summary data is available for this year.$54.2$2.28$3.18$3.66$0.48
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$67.8$3.09$64.8$5.02$5.76$0.74
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$65.4$1.25$64.2$3.16$3.17$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$60.1$2.03$58.1$7.10$3.37$3.73
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$53.6$2.87$50.7$2.58$5.63$3.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$59.1$1.27$57.9$4.52$3.66$0.86
2015Detailed filing. Detailed filing data is available for this year.$56.1$2.24$53.8$3.92$5.83$1.91
2014Detailed filing. Detailed filing data is available for this year.$59.6$0.29$59.3$2.69$3.41$0.72
2013Detailed filing. Detailed filing data is available for this year.$60.1$0.85$59.3$3.37$3.88$0.50
2012Summary only. Only limited summary data is available for this year.$56.2$0.95$2.19$3.45$1.26
2011Summary only. Only limited summary data is available for this year.$54.0$1.01$4.31$3.32$0.99