Civic Intelligence

Rockridge District Association

990 • Fiscal year 2017 • EIN 94-3399318

Mar 01, 2016 to Feb 28, 2017 • Filed on Jul 11, 2017

785 7th StreetOakland, CA 94607

(510) 450-9050

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

36th percentile

-1.8%

Higher net margin than 36% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

30th percentile

-8.8%

Faster asset growth than 30% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

79th percentile

32%

Faster revenue growth than 79% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$38,062

Down $3,650 (-8.8%) from 2016

Net Assets

$38,062

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$201,539

Up $48,656 (+32%) from 2016

Expenses

Up

$205,189

Up $13,327 (+6.9%) from 2016

Net Income

Up

-$3,650

Up $35,329 (+91%) from 2016

Historical Trend

Balance Sheet Trend

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

$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

2017

Assets$38,062
Liabilities$0
Net Assets$38,062

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$201,539
Expenses$205,189
Net Income-$3,650
Jump To
Filing Snapshot
Filing Period
Mar 1, 2016 to Feb 28, 2017
Signed
Jul 11, 2017
Return Version
2016v3.0
Gross Receipts
$201,539
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$41,712$38,062▼ $3,650
Total Assets$41,712$38,062▼ $3,650
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$41,712$38,062▼ $3,650
Total Net Assets Fund Balance$41,712$38,062▼ $3,650
Total Liabilities and Net Assets / Fund Balance$41,712$38,062▼ $3,650
Compensation and Service Providers

Board Members and Trustees

NameTitle
Susan BernoskyPresident
Robin PennellVice President
Alex GurovDirector
Chris StrieterDirector
Joyce GardenerDirector
Katy WinterDirector
Louise Rothman-reimerDirector
Maggie KleinDirector
Veronica BhonsieDirector
Laurie FieldSecretary
Anthony BarrTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$201,539
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$29,428
Change in Net Assets
$-3,650
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$142,595
Salaries, Compensation, and Employee Benefits$62,594
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,800$48,468-$50,268
Other Expenses$26,738--$26,738
Advertising$9,711--$9,711
Other Employee Benefits-$8,035-$8,035
Fees for Services Accounting-$4,969-$4,969
Payroll Taxes-$4,291-$4,291
Insurance$3,246--$3,246
Fees for Services Other-$1,054-$1,054
Office Expenses-$935-$935
Information Technology-$432-$432
Conferences and Meetings-$220-$220
Total Functional Expenses$136,785$68,404$0$205,189
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
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
Address
785 7TH STREET, OAKLAND, CA 94607

Signing Officer

Name
Susan Bernosky
Title
President
Signed
2017-07-11
Discuss with paid preparer
No

Organization Details

Formed
2001
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5General explanation attachment
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