Civic Intelligence

Epstein-Roth Foundation

990PF • Fiscal year 2021 • EIN 94-3357645

Jan 01, 2021 to Dec 31, 2021 • Filed on May 15, 2022

Organization Profile
618 Santa Barbara RoadBerkeley, CA 94707

(510) 207-5945

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

9th percentile

-41%

Higher net margin than 9% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

19th percentile

-2.5%

Faster asset growth than 19% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

90th percentile

179%

Faster revenue growth than 90% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$3,109,516

Down $80,452 (-2.5%) from 2020

Net Assets

Down

$3,109,516

Down $80,452 (-2.5%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin9th percentile

Revenue

Up

$218,350

Up $140,188 (+179%) from 2020

Expenses

Down

$307,130

Down $39,280 (-11%) from 2020

Net Income

Up

-$88,780

Up $179,468 (+67%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,578,691Liabilities 2011: $0Net Assets 2011: $3,578,6912011Assets 2012: $3,573,819Liabilities 2012: $0Net Assets 2012: $3,573,8192012Assets 2013: $3,484,088Liabilities 2013: $0Net Assets 2013: $3,484,0882013Assets 2014: $3,421,261Liabilities 2014: $0Net Assets 2014: $3,421,2612014Assets 2015: $3,378,202Liabilities 2015: $0Net Assets 2015: $3,378,2022015Assets 2016: $3,296,361Liabilities 2016: $0Net Assets 2016: $3,296,3612016Assets 2017: $3,171,288Liabilities 2017: $0Net Assets 2017: $3,171,2882017Assets 2018: $3,321,113Liabilities 2018: $0Net Assets 2018: $3,321,1132018Assets 2019: $3,460,358Liabilities 2019: $0Net Assets 2019: $3,460,3582019Assets 2020: $3,189,968Liabilities 2020: $0Net Assets 2020: $3,189,9682020Assets 2021: $3,109,516Liabilities 2021: $0Net Assets 2021: $3,109,5162021Assets 2022: $2,995,285Liabilities 2022: $0Net Assets 2022: $2,995,2852022Assets 2023: $2,980,942Liabilities 2023: $0Net Assets 2023: $2,980,9422023Assets 2024: $2,942,297Liabilities 2024: $0Net Assets 2024: $2,942,2972024

Highlighted filing

2021

Assets$3,109,516
Liabilities$0
Net Assets$3,109,516
Open 2021 Filing

Operations Trend

Revenue Growth90th percentile

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

$600K$400K$200K$0-$200K-$400KExpenses 2011: $170,3372011Expenses 2012: $246,0672012Revenue 2013: $154,070Expenses 2013: $243,280Net Income 2013: -$89,2102013Revenue 2014: $182,832Expenses 2014: $249,388Net Income 2014: -$66,5562014Revenue 2015: $182,607Expenses 2015: $227,098Net Income 2015: -$44,4912015Revenue 2016: $143,371Expenses 2016: $227,038Net Income 2016: -$83,6672016Revenue 2017: $126,275Expenses 2017: $251,199Net Income 2017: -$124,9242017Revenue 2018: $100,086Expenses 2018: $250,434Net Income 2018: -$150,3482018Revenue 2019: $393,121Expenses 2019: $269,370Net Income 2019: $123,7512019Revenue 2020: $78,162Expenses 2020: $346,410Net Income 2020: -$268,2482020Revenue 2021: $218,350Expenses 2021: $307,130Net Income 2021: -$88,7802021Revenue 2022: $402,563Expenses 2022: $346,312Net Income 2022: $56,2512022Revenue 2023: $317,522Expenses 2023: $326,092Net Income 2023: -$8,5702023Revenue 2024: $383,923Expenses 2024: $402,631Net Income 2024: -$18,7082024

Highlighted filing

2021

Revenue$218,350
Expenses$307,130
Net Income-$88,780
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 15, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
AMY ROTHPresident-$0--
ROBERT EPSTEINTreasurer-$0--
COLIN EPSTEINDirector-$0--
HARRIS EPSTEINDirector-$0--
ABBIE COBURNDirector-$0--
Filing and Contact Details

Filer

Filer Name
Epstein-roth Foundation
EIN
94-3357645
Phone
5102075945
Address
618 SANTA BARBARA ROAD, BERKELEY, CA 94707

Signing Officer

Name
Robert Epstein
Title
Treasurer
Phone
5102055945
Signed
2022-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Anderson and Co
Address
2021 YGNACIO VALLEY RD BLDG D3, WALNUT CREEK, CA 94598
Preparer
Jeanne Van Shuff
Phone
9253228810
Raw XML Appendix394 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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TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX
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TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt13508
ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT EPSTEIN
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ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-15
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ReturnHeader/Filer/EIN0943357645
ReturnHeader/Filer/PhoneNum05102075945
ReturnHeader/Filer/USAddress/AddressLine1Txt0618 SANTA BARBARA ROAD
ReturnHeader/Filer/USAddress/CityNm0BERKELEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094707
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461002169
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANDERSON AND CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02021 YGNACIO VALLEY RD BLDG D3
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WALNUT CREEK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094598
ReturnHeader/PreparerPersonGrp/PhoneNum09253228810
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEANNE VAN SHUFF
ReturnHeader/ReturnTs02022-05-13T14:24:43-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBERT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0EPSTEIN
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,109,516
Liabilities
$0
Net assets
$3,109,516
Revenue
$218,350
Expenses
$307,130
Net income
-$88,780
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.94$0.00$2.94$0.38$0.40$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.98$0.00$2.98$0.32$0.33$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.00$0.00$3.00$0.40$0.35$0.06
2021Detailed filing. Detailed filing data is available for this year.$3.11$0.00$3.11$0.22$0.31$0.09
2020Detailed filing. Detailed filing data is available for this year.$3.19$0.00$3.19$0.08$0.35$0.27
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.46$0.00$3.46$0.39$0.27$0.12
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.32$0.00$3.32$0.10$0.25$0.15
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.17$0.00$3.17$0.13$0.25$0.12
2016Detailed filing. Detailed filing data is available for this year.$3.30$0.00$3.30$0.14$0.23$0.08
2015Detailed filing. Detailed filing data is available for this year.$3.38$0.00$3.38$0.18$0.23$0.04
2014Detailed filing. Detailed filing data is available for this year.$3.42$0.00$3.42$0.18$0.25$0.07
2013Detailed filing. Detailed filing data is available for this year.$3.48$0.00$3.48$0.15$0.24$0.09
2012Detailed filing. Detailed filing data is available for this year.$3.57$0.00$3.57$0.25
2011Detailed filing. Detailed filing data is available for this year.$3.58$0.00$3.58$0.17
Peer Organizations

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