Civic Intelligence

Rockridge District Association

EIN 94-3399318 • 501(c)3 • Oakland, CA

Profile

To enhance rockridge through public works, promotional and beautification initiatives to create a strong vibrant businesses center. To increase security and safety awareness in the rockridge district of oakland.

785 7th StreetOakland, CA 94607

www.rockridgedistrict.com

Siviq Scores

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

Liabilities / Assets

78th percentile

0.09x

Higher debt load relative to assets than 78% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

78th percentile

0.05x

Higher debt load relative to revenue than 78% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

67th percentile

13%

Higher net margin than 67% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

92nd percentile

93%

Faster asset growth than 92% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

29th percentile

-24%

Faster revenue growth than 29% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$110,666

Up $53,420 (+93%) from 2023

Liabilities

Up

$9,724

Up $8,990 (+1225%) from 2023

Net Assets

Up

$100,942

Up $44,430 (+79%) from 2023

Revenue

Down

$186,012

Down $57,678 (-24%) from 2023

Expenses

Down

$162,596

Down $87,460 (-35%) from 2023

Net Income

Up

$23,416

Up $29,782 (+468%) from 2023

Trend Graphs

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2012: $59,865Liabilities 2012: $7,6502012Assets 2013: $51,319Liabilities 2013: $5,4372013Assets 2014: $83,034Liabilities 2014: $2,5502014Assets 2015: $80,691Liabilities 2015: $1,7612015Assets 2016: $41,712Liabilities 2016: $02016Assets 2017: $38,062Liabilities 2017: $0Net Assets 2017: $38,0622017Assets 2018: $35,796Liabilities 2018: $5,773Net Assets 2018: $30,0232018Assets 2019: $44,516Liabilities 2019: $4,662Net Assets 2019: $39,8542019Assets 2020: $79,299Liabilities 2020: $0Net Assets 2020: $79,2992020Assets 2021: $103,001Liabilities 2021: $612Net Assets 2021: $102,3892021Assets 2022: $65,987Liabilities 2022: $1,246Net Assets 2022: $64,7412022Assets 2023: $57,246Liabilities 2023: $734Net Assets 2023: $56,5122023Assets 2024: $110,666Liabilities 2024: $9,724Net Assets 2024: $100,9422024

Highlighted filing

2024

Assets$110,666
Liabilities$9,724
Net Assets$100,942

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2012: $135,075Expenses 2012: $147,418Net Income 2012: -$12,3432012Revenue 2013: $165,724Expenses 2013: $174,397Net Income 2013: -$8,6732013Revenue 2014: $133,298Expenses 2014: $98,696Net Income 2014: $34,6022014Revenue 2015: $185,928Expenses 2015: $187,482Net Income 2015: -$1,5542015Revenue 2016: $152,883Expenses 2016: $191,862Net Income 2016: -$38,9792016Revenue 2017: $201,539Expenses 2017: $205,189Net Income 2017: -$3,6502017Revenue 2018: $169,167Expenses 2018: $191,654Net Income 2018: -$22,4872018Revenue 2019: $199,619Expenses 2019: $189,542Net Income 2019: $10,0772019Revenue 2020: $229,694Expenses 2020: $186,595Net Income 2020: $43,0992020Revenue 2021: $173,115Expenses 2021: $147,416Net Income 2021: $25,6992021Revenue 2022: $163,444Expenses 2022: $199,229Net Income 2022: -$35,7852022Revenue 2023: $243,690Expenses 2023: $250,056Net Income 2023: -$6,3662023Revenue 2024: $186,012Expenses 2024: $162,596Net Income 2024: $23,4162024

Highlighted filing

2024

Revenue$186,012
Expenses$162,596
Net Income$23,416

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Mar 1, 2024 to Dec 31, 2024
Signed
Jul 15, 2025
Return Version
2024v5.2
Gross Receipts
$186,012
Mission and Program Overview

Mission

To enhance rockridge through public works, promotional and beautification initiatives to create a strong vibrant businesses center. To increase security and safety awareness in the rockridge district of oakland.

SEE STATEMENT 5

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$77,760$110,666▲ $32,906
Total Assets$77,760$110,666▲ $32,906
Liabilities
Accounts Payable and Accrued Expenses$234$9,724▲ $9,490
Total Liabilities$234$9,724▲ $9,490
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$77,526$100,942▲ $23,416
Total Net Assets Fund Balance$77,526$100,942▲ $23,416
Total Liabilities and Net Assets / Fund Balance$77,760$110,666▲ $32,906
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$186,012
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$23,416
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$110,114
Salaries, Compensation, and Employee Benefits$52,482
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$40,733--$40,733
Office Expenses-$12,929-$12,929
Other Employee Benefits$7,899--$7,899
Fees for Services Accounting-$4,635-$4,635
Payroll Taxes$3,850--$3,850
Information Technology$3,051--$3,051
Advertising$2,514--$2,514
All Other Expenses$1,616--$1,616
Other Expenses$911--$911
Insurance$829--$829
Total Functional Expenses$145,032$17,564$0$162,596
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Members or stockholder classes and rights Part VI line 6

The rockridge district association of oakland was established by a majority vote of licensed business in the district which encompasses approximately 360 businesses located in and around the rockridge commercial area. With the approval of the fy levy for the rockridge bid by the city council of oakland, assessments of $60 to $2,500 per year per business license are be collected based on business classification and level of annual gross receipts, calculated in accordance with the approved assessment methodology table contained in the rdas management plan on file with the office of the city clerk, city of oakland.the assessment collected pays for maintenance, security, management, and physical improvements beyond that which is normally provided by the city.

Member election for additional members Part VI line 7A

A notice is sent to all members via us mail looking for nominations to the board annually. Once all nominations have been collected and verified, ballots are sent to all members via us mail and asked that they return the ballots. The ballots are tallied and announced at the annual board meeting usually held in june.

Governing body decisions Part VI line 7B

The rockrdge district association of oakland has four standing committees: responsible for the overall administration of the public benefit corporation; financial reporting, recording actions of the board, representation to public officials and the neighborhood at large, planning, economic development, events which market and promote the district, special events, holiday decorations, the design elements for architecture, public space design, banners, posters, logos and programs and activities which visually enhance the district;parking issues and meters, cleanliness, security, coordination of news racks, and beautification in the public rights of way, zoning and land use issues in the business district.

Form 990 governing body review Part VI line 11

The organizations chief financial officer reviews the 990 and provides a summary review to the board of directors. The review of form 990 isdiscussed by its members at annual board meeting.

Governing documents etc available to public Part VI line 19

UPON REQUEST

Filing and Contact Details

Filer

Filer Name
Rockridge District Association
EIN
94-3399318
In Care Of
% MONTE MCCLLAIN
Address
785 7TH STREET, OAKLAND, CA 94618

Signing Officer

Name
Monte Mccllain
Title
President
Signed
2025-07-15
Discuss with paid preparer
No

Organization Details

Formed
2001
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
1

Preparer

Firm
Christopher Chime Ogbodo CPA
Address
4225 TELEGRAPH AVENUE, OAKLAND, CA 94609
Preparer
Christopher Chime Ogbodo CPA
Phone
5106526213
Supplemental Narrative

Additional Explanations

General explanation attachment

Statement 2page 2planning and economic development: the organization committee is responsible for the overall administration of the public benefit corporation. Its tasks include financial reporting, recording actions of the board, representation to public officials and the neighborhood at large, planning, economic development, etc. Statement 3page 2district enhancement: the district identity and streetscape improvement committee (disi committee) is in charge of all events which market and promote the district, as well as special events, holiday decorations, the design elements for architecture, public space design, banners, posters, logos and programs and activities which visually enhance the district. Statement 4page 2sidewalk operations beautification and order (sobo): the sobo committee is responsible for parking issues and meters, cleanliness, security, coordination of news racks, and beautification in the public rights of way. Land use committee; the land use committee deals with new development, zoning and land use issues in the business district. Statement 5page 2the rockridge district association of oakland is organized as a business improvement district with the city of oakland. As such it is a self-imposed assessment district that was established by a majority vote of licensed business in the district. The assessment collected pays for maintenance, security, management, and physical improvements beyond that which is normally provided by the city.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ROCKRIDGE DISTRICT ASSOCIATION OF OAKLAND WAS ESTABLISHED BY A MAJORITY VOTE OF LICENSED BUSINESS IN THE DISTRICT WHICH ENCOMPASSES APPROXIMATELY 360 BUSINESSES LOCATED IN AND AROUND THE ROCKRIDGE COMMERCIAL AREA. WITH THE APPROVAL OF THE FY LEVY FOR THE ROCKRIDGE BID BY THE CITY COUNCIL OF OAKLAND, ASSESSMENTS OF $60 TO $2,500 PER YEAR PER BUSINESS LICENSE ARE BE COLLECTED BASED ON BUSINESS CLASSIFICATION AND LEVEL OF ANNUAL GROSS RECEIPTS, CALCULATED IN ACCORDANCE WITH THE APPROVED ASSESSMENT METHODOLOGY TABLE CONTAINED IN THE RDAS MANAGEMENT PLAN ON FILE WITH THE OFFICE OF THE CITY CLERK, CITY OF OAKLAND.THE ASSESSMENT COLLECTED PAYS FOR MAINTENANCE, SECURITY, MANAGEMENT, AND PHYSICAL IMPROVEMENTS BEYOND THAT WHICH IS NORMALLY PROVIDED BY THE CITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A NOTICE IS SENT TO ALL MEMBERS VIA US MAIL LOOKING FOR NOMINATIONS TO THE BOARD ANNUALLY. ONCE ALL NOMINATIONS HAVE BEEN COLLECTED AND VERIFIED, BALLOTS ARE SENT TO ALL MEMBERS VIA US MAIL AND ASKED THAT THEY RETURN THE BALLOTS. THE BALLOTS ARE TALLIED AND ANNOUNCED AT THE ANNUAL BOARD MEETING USUALLY HELD IN JUNE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ROCKRDGE DISTRICT ASSOCIATION OF OAKLAND HAS FOUR STANDING COMMITTEES: RESPONSIBLE FOR THE OVERALL ADMINISTRATION OF THE PUBLIC BENEFIT CORPORATION; FINANCIAL REPORTING, RECORDING ACTIONS OF THE BOARD, REPRESENTATION TO PUBLIC OFFICIALS AND THE NEIGHBORHOOD AT LARGE, PLANNING, ECONOMIC DEVELOPMENT, EVENTS WHICH MARKET AND PROMOTE THE DISTRICT, SPECIAL EVENTS, HOLIDAY DECORATIONS, THE DESIGN ELEMENTS FOR ARCHITECTURE, PUBLIC SPACE DESIGN, BANNERS, POSTERS, LOGOS AND PROGRAMS AND ACTIVITIES WHICH VISUALLY ENHANCE THE DISTRICT;PARKING ISSUES AND METERS, CLEANLINESS, SECURITY, COORDINATION OF NEWS RACKS, AND BEAUTIFICATION IN THE PUBLIC RIGHTS OF WAY, ZONING AND LAND USE ISSUES IN THE BUSINESS DISTRICT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATIONS CHIEF FINANCIAL OFFICER REVIEWS THE 990 AND PROVIDES A SUMMARY REVIEW TO THE BOARD OF DIRECTORS. THE REVIEW OF FORM 990 ISDISCUSSED BY ITS MEMBERS AT ANNUAL BOARD MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5STATEMENT 2PAGE 2PLANNING AND ECONOMIC DEVELOPMENT: THE ORGANIZATION COMMITTEE IS RESPONSIBLE FOR THE OVERALL ADMINISTRATION OF THE PUBLIC BENEFIT CORPORATION. ITS TASKS INCLUDE FINANCIAL REPORTING, RECORDING ACTIONS OF THE BOARD, REPRESENTATION TO PUBLIC OFFICIALS AND THE NEIGHBORHOOD AT LARGE, PLANNING, ECONOMIC DEVELOPMENT, ETC. STATEMENT 3PAGE 2DISTRICT ENHANCEMENT: THE DISTRICT IDENTITY AND STREETSCAPE IMPROVEMENT COMMITTEE (DISI COMMITTEE) IS IN CHARGE OF ALL EVENTS WHICH MARKET AND PROMOTE THE DISTRICT, AS WELL AS SPECIAL EVENTS, HOLIDAY DECORATIONS, THE DESIGN ELEMENTS FOR ARCHITECTURE, PUBLIC SPACE DESIGN, BANNERS, POSTERS, LOGOS AND PROGRAMS AND ACTIVITIES WHICH VISUALLY ENHANCE THE DISTRICT. STATEMENT 4PAGE 2SIDEWALK OPERATIONS BEAUTIFICATION AND ORDER (SOBO): THE SOBO COMMITTEE IS RESPONSIBLE FOR PARKING ISSUES AND METERS, CLEANLINESS, SECURITY, COORDINATION OF NEWS RACKS, AND BEAUTIFICATION IN THE PUBLIC RIGHTS OF WAY. LAND USE COMMITTEE; THE LAND USE COMMITTEE DEALS WITH NEW DEVELOPMENT, ZONING AND LAND USE ISSUES IN THE BUSINESS DISTRICT. STATEMENT 5PAGE 2THE ROCKRIDGE DISTRICT ASSOCIATION OF OAKLAND IS ORGANIZED AS A BUSINESS IMPROVEMENT DISTRICT WITH THE CITY OF OAKLAND. AS SUCH IT IS A SELF-IMPOSED ASSESSMENT DISTRICT THAT WAS ESTABLISHED BY A MAJORITY VOTE OF LICENSED BUSINESS IN THE DISTRICT. THE ASSESSMENT COLLECTED PAYS FOR MAINTENANCE, SECURITY, MANAGEMENT, AND PHYSICAL IMPROVEMENTS BEYOND THAT WHICH IS NORMALLY PROVIDED BY THE CITY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Members or stockholder classes and rights Part VI line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Member election for additional members Part VI line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing body decisions Part VI line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Governing documents etc available to public Part VI line 19
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