Civic Intelligence

Abraham & Sonia Rochlin Foundation

990PF • Fiscal year 2020 • EIN 94-1696244

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

Organization Profile
3690 Grant Drive No I-2Reno, NV 89509

(775) 329-1611

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2020 filings • $25M-$50M nonprofits • Source year 2020

Liabilities / Revenue

14th percentile

0.00x

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

2020 filings • $25M-$50M nonprofits • Source year 2020

Net Margin

71st percentile

17%

Higher net margin than 71% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Source year 2020

Top Officer Pay

22nd percentile

$45,742

Higher top officer pay than 22% of similar nonprofits.

Top officer pay equals 1.3% of source-year revenue.

2020 filings • $25M-$50M nonprofits • Source year 2020

Asset Growth

35th percentile

1.7%

Faster asset growth than 35% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Annualized from 2019 to 2020

Revenue Growth

61st percentile

5.7%

Faster revenue growth than 61% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$33,556,863

Up $563,836 (+1.7%) from 2019

Net Assets

Up

$33,556,863

Up $563,836 (+1.7%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin71st percentile

Revenue

Up

$3,410,854

Up $184,038 (+5.7%) from 2019

Expenses

Down

$2,847,018

Down $209,308 (-6.8%) from 2019

Net Income

Up

$563,836

Up $393,346 (+231%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$40M$30M$20M$10M$0Assets 2010: $28,860,361Liabilities 2010: $9,000Net Assets 2010: $28,851,3612010Assets 2011: $27,889,954Liabilities 2011: $0Net Assets 2011: $27,889,9542011Assets 2012: $27,770,415Liabilities 2012: $02012Assets 2013: $27,090,520Liabilities 2013: $0Net Assets 2013: $27,090,5202013Assets 2014: $26,205,467Liabilities 2014: $0Net Assets 2014: $26,205,4672014Assets 2015: $25,552,428Liabilities 2015: $02015Assets 2019: $32,993,027Liabilities 2019: $0Net Assets 2019: $32,993,0272019Assets 2020: $33,556,863Liabilities 2020: $0Net Assets 2020: $33,556,8632020Assets 2021: $36,636,474Liabilities 2021: $0Net Assets 2021: $36,636,4742021Assets 2022: $36,489,278Liabilities 2022: $0Net Assets 2022: $36,489,2782022Assets 2023: $36,992,278Liabilities 2023: $0Net Assets 2023: $36,992,2782023Assets 2024: $37,756,226Liabilities 2024: $0Net Assets 2024: $37,756,2262024

Highlighted filing

2020

Assets$33,556,863
Liabilities$0
Net Assets$33,556,863
Open 2020 Filing

Operations Trend

Revenue Growth61st percentile

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $1,819,9182010Expenses 2011: $2,232,7452011Revenue 2012: $2,235,254Expenses 2012: $2,354,793Net Income 2012: -$119,5392012Revenue 2013: $1,843,965Expenses 2013: $2,523,860Net Income 2013: -$679,8952013Revenue 2014: $1,944,134Expenses 2014: $2,829,187Net Income 2014: -$885,0532014Revenue 2015: $1,951,085Expenses 2015: $2,604,124Net Income 2015: -$653,0392015Revenue 2019: $3,226,816Expenses 2019: $3,056,326Net Income 2019: $170,4902019Revenue 2020: $3,410,854Expenses 2020: $2,847,018Net Income 2020: $563,8362020Revenue 2021: $5,795,301Expenses 2021: $2,715,690Net Income 2021: $3,079,6112021Revenue 2022: $2,457,896Expenses 2022: $2,605,092Net Income 2022: -$147,1962022Revenue 2023: $3,024,370Expenses 2023: $2,521,370Net Income 2023: $503,0002023Revenue 2024: $3,807,675Expenses 2024: $3,043,727Net Income 2024: $763,9482024

Highlighted filing

2020

Revenue$3,410,854
Expenses$2,847,018
Net Income$563,836
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay22nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOSEPH SCHONWALDVice - PresidentPT$45,742-$45,742
HEIDEMARIE ROCHLINPresidentPT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantPEF ISRAEL ENDOWMENT FUNDSORGANIZATIONAL MISSIONPUBLIC CHARITYNEW YORK, NY, US$2,008,000
Paid GrantTHE AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INCORGANIZATIONAL MISSIONPUBLIC CHARITYNEW YORK, NY, US$380,000
Paid GrantAMERICAN FRIENDS OF CHASDEI LEVORGANIZATIONAL MISSIONPUBLIC CHARITYBROOKLYN, NY, US$30,000
Paid GrantHAROLD GRINSPOON FOUNDATIONORGANIZATIONAL MISSIONPRIVATE FOUNDATIONAGAWAM, MA, US$25,000
Paid GrantAMERICAN FRIENDS OF LEKET ISRAELORGANIZATIONAL MISSIONPUBLIC CHARITYTEANECK, NJ, US$25,000
Paid GrantCENTRAL FUND OF ISRAELORGANIZATIONAL MISSIONPUBLIC CHARITYNEW YORK, NY, US$20,000
Paid GrantUNR FOUNDATIONORGANIZATIONAL MISSIONPUBLIC CHARITYRENO, NV, US$20,000
Paid GrantBNAI ZION FOUNDATIONORGANIZATIONAL MISSIONPUBLIC CHARITYNEW YORK, NY, US$20,000
Paid GrantKNPB CHANNEL 5 PUBLIC BROADCASTINGORGANIZATIONAL MISSIONPUBLIC CHARITYRENO, NV, US$15,000
Paid GrantPROJECT KESHERORGANIZATIONAL MISSIONPUBLIC CHARITYHARRISON, NY, US$15,000
Paid GrantJBI BRAILLEORGANIZATIONAL MISSIONPUBLIC CHARITYNEW YORK, NY, US$2,000
Paid GrantFROM K-1 ALLIANCEBERNSTEIN HOLDINGS LPVARIOUSPUBLIC CHARITYNEW YORK, NY, US$450
Filing and Contact Details

Filer

Filer Name
Abraham & Sonia Rochlin Foundation
EIN
94-1696244
Phone
7753291611
Address
3690 GRANT DRIVE NO I-2, RENO, NV 89509

Signing Officer

Name
Heidemarie Rochlin
Title
President
Phone
7753291611
Signed
2021-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Ja Solari & Partners LLC
Address
5310 KIETZKE LANE 101, RENO, NV 89511
Preparer
Noemi O Allen
Phone
7758273550
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt129225723
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13116902
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0STOCKS - 2,500 SHS ABBOTT LABORATORIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1STOCKS - 2,500 SHS ABBVIE, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2STOCKS - 4,634 SHS ALLSTATE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3STOCKS - 5,000 SHS AMERICAN ELECTRIC POWER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4STOCKS - 1,000 SHS AMERCO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5STOCKS - 16,000 SHS APPLIED MATERIALS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6STOCKS - 24,180 SHS A.T.&T, INC (SCHWAB)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7STOCKS - 14,220 SHS ARES CAP. CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8STOCKS - 5,000 SHS AUTOMATIC DATA PROCESSING INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9STOCKS - 5,300 SHS AVANGRID INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10STOCKS - 11,274 SHS BANK OF AMERICA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11STOCKS - 3,500 SHS BOEING CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12STOCKS - 9,000 SHS BRISTOL MYERS SQUIBB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13STOCKS - 15,000 SHS CALAMOS CONV & HI INCOME
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14STOCKS - 8,000 SHS CALAMOS DYNAMIC CONVERT.&INCOME FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15STOCKS - 1,666 SHS CDK GLOBAL INC (SPIN-OFF FROM ADP)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16STOCKS - 40,500 SHS CENTRICA PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17STOCKS - 3,460 SHS CINCINNATI FINL CORP. COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18STOCKS - 80,108.053 SHS CITY NATL.ROCHDALE FIX.INC.OPPORTUNITY FD CL.N
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19STOCKS - 2,950 SHS CMS ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20STOCKS - 8,680 SHS COCA COLA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21STOCKS - 12,400 SHS COLGATE PALMOLIVE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22STOCKS - 18,498 SHS COMCAST CORP, CL.A NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23STOCKS - 13,000 SHS DOUBLELINE INCOME SOLUTION FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24STOCKS - 4,000 SHS EMERSON ELECTRIC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25STOCKS - 1,916 SHS ESSEX PROPERTY TRUST, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26STOCKS - 37,134 SHS GABELLI EQUITY TR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27STOCKS - 3,000 SHS GENERAL DYNAMICS CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28STOCKS - 8,941 SHS GOLDFIELDS LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29STOCKS - 3,000 SHS INTL.BUSINESS MACHINES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30STOCKS - 9,000 SHS INT'L PAPER CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31STOCKS - 4,000 SHS JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32STOCKS - 9,470 SHS J.P.MORGAN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33STOCKS - 4,041 SHS KAYNE ANDERSON MLP.INVT.COMP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34STOCKS - 6,215 SHS KAYNE ANDERSON MIDSTREAM INVESTMENT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35STOCKS - 1,666 SHS KRAFT HEINZ COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36STOCKS - 5,692 SHS MACERICH COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37STOCKS - 10,588 SHS MACY'S INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38STOCKS - 15,000 SHS MARATHON PETROLEUM CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39STOCKS - 1,500 SHS MCKESSON CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40STOCKS - 4,000 SHS MEDTRONIC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41STOCKS - 3,338 SHS MERCK & CO. INC. NEW .COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42STOCKS - 5,000 SHS MONDELEZ INTL.INC., COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43STOCKS - 6,900 SHS MORGAN STANLEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44STOCKS - 10,998 SHS NEW GERMANY FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45STOCKS - 2,699 SHS NEWMONT MINING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46STOCKS - 3,000 SHS NORFOLK SOUTHERN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47STOCKS - 20,000 SHS NUVEEN HIGH INCOME NOVEMBER 21 TARGET

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$33,556,863
Liabilities
$0
Net assets
$33,556,863
Revenue
$3,410,854
Expenses
$2,847,018
Net income
$563,836
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$37.8$0.00$37.8$3.81$3.04$0.76
2023Detailed filing. Detailed filing data is available for this year.$37.0$0.00$37.0$3.02$2.52$0.50
2022Detailed filing. Detailed filing data is available for this year.$36.5$0.00$36.5$2.46$2.61$0.15
2021Detailed filing. Detailed filing data is available for this year.$36.6$0.00$36.6$5.80$2.72$3.08
2020Detailed filing. Detailed filing data is available for this year.$33.6$0.00$33.6$3.41$2.85$0.56
2019Detailed filing. Detailed filing data is available for this year.$33.0$0.00$33.0$3.23$3.06$0.17
2015Summary only. Only limited summary data is available for this year.$25.6$0.00$1.95$2.60$0.65
2014Detailed filing. Detailed filing data is available for this year.$26.2$0.00$26.2$1.94$2.83$0.89
2013Detailed filing. Detailed filing data is available for this year.$27.1$0.00$27.1$1.84$2.52$0.68
2012Summary only. Only limited summary data is available for this year.$27.8$0.00$2.24$2.35$0.12
2011Detailed filing. Detailed filing data is available for this year.$27.9$0.00$27.9$2.23
2010Detailed filing. Detailed filing data is available for this year.$28.9$0.01$28.9$1.82