Civic Intelligence

Rockridge District Association

990EZ • Fiscal year 2019 • EIN 94-3399318

Mar 01, 2018 to Feb 28, 2019 • Filed on Aug 08, 2019

5940 College Avenue Suite FOakland, CA 94618

(510) 604-3125

Siviq Scores

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

Liabilities / Assets

79th percentile

0.10x

Higher debt load relative to assets than 79% of similar nonprofits.

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

Liabilities / Revenue

72nd percentile

0.02x

Higher debt load relative to revenue than 72% of similar nonprofits.

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

Net Margin

54th percentile

5.0%

Higher net margin than 54% of similar nonprofits.

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

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

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

Asset Growth

74th percentile

24%

Faster asset growth than 74% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

71st percentile

18%

Faster revenue growth than 71% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$44,516

Up $8,720 (+24%) from 2018

Net Assets

Up

$39,854

Up $9,831 (+33%) from 2018

Liabilities

Down

$4,662

Down $1,111 (-19%) from 2018

Revenue

Up

$199,619

Up $30,452 (+18%) from 2018

Expenses

Down

$189,542

Down $2,112 (-1.1%) from 2018

Net Income

Up

$10,077

Up $32,564 (+145%) from 2018

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

2019

Assets$44,516
Liabilities$4,662
Net Assets$39,854

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

2019

Revenue$199,619
Expenses$189,542
Net Income$10,077
Jump To
Filing Snapshot
Filing Period
Mar 1, 2018 to Feb 28, 2019
Signed
Aug 8, 2019
Return Version
2018v3.2
Gross Receipts
$199,619
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.

Program Services

DescriptionGrantsExpenses
DISTRICT 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.-$73,505
PLANNING 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.-$66,703
SIDEWALK 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 COMMMEE; THE LAND USE COMMITTEE DEALS WITH NEW DEVELOPMENT, ZONING AND LAND USE ISSUES IN THE BUSINESS DISTRICT.-$49,334
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSAN BERNOSKYPresidentPT$0--
ANTHONY BARRTreasurerPT$0--
LAURIE FIELDSecretaryPT$0--
VERONICA BHONSLEDirectorPT$0--
JOYCE GARDENERDirectorPT$0--
MAGGIE KLEINDirectorPT$0--
ROBIN PENNELLDirectorPT$0--
LOUISE ROTHMAN-REIMERDirectorPT$0--
KATIE WINTERDirectorPT$0--
ALEKSEY GUROVDirectorPT$0--
ANDREW SNOWDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Rockridge District Association
EIN
94-3399318
Phone
5106043125
Address
5940 COLLEGE AVENUE SUITE F, OAKLAND, CA 94618

Signing Officer

Name
Susan Bernosky
Title
President
Phone
5106043125
Signed
2019-08-08

Preparer

Firm
The Henry Levy Group
Address
5940 COLLEGE AVE STE F, OAKLAND, CA 94618-1385
Preparer
Anthony Barr
Phone
5106521000
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses advertising & promotion 25,071 office expense 68 board meeting expense 521 interest 376 insurance 11,126 non-investment depreciation 5,114 total 42,276

Form 990-ez, Part I, Line 20

Py adjustment for 2017 accounts payable 4,867 book / tax depreciation difference -5,113

Form 990-ez, Part II, Line 24

41,762 41,762 less accumulated depreciation 5,966 16,193 total 35,796 25,569

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 130 4,662 checks drawn in excess of bank balan 5,643 0

Form 990-ez, Part III

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.

Form 990-ez, Part III, Line 28

Planning 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.

Form 990-ez, Part III, Line 29

District 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.

Form 990-ez, Part III, Line 30

Sidewalk 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 commmee; the land use committee deals with new development, zoning and land use issues in the business district.

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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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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SIDEWALK 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 COMMMEE; THE LAND USE COMMITTEE DEALS WITH NEW DEVELOPMENT, ZONING AND LAND USE ISSUES IN THE BUSINESS DISTRICT.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING & PROMOTION 25,071 OFFICE EXPENSE 68 BOARD MEETING EXPENSE 521 INTEREST 376 INSURANCE 11,126 NON-INVESTMENT DEPRECIATION 5,114 TOTAL 42,276
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PY ADJUSTMENT FOR 2017 ACCOUNTS PAYABLE 4,867 BOOK / TAX DEPRECIATION DIFFERENCE -5,113
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt241,762 41,762 LESS ACCUMULATED DEPRECIATION 5,966 16,193 TOTAL 35,796 25,569
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE AND ACCRUED EXPENSES 130 4,662 CHECKS DRAWN IN EXCESS OF BANK BALAN 5,643 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TO 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PLANNING 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DISTRICT 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7SIDEWALK 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 COMMMEE; THE LAND USE COMMITTEE DEALS WITH NEW DEVELOPMENT, ZONING AND LAND USE ISSUES IN THE BUSINESS DISTRICT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III, LINE 28
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART III, LINE 29
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990-EZ, PART III, LINE 30
ReturnHeader/BuildTS02020-09-22 18:59:49Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN BERNOSKY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05106043125
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-08-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROCKRIDGE DISTRICT ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0ROCK
ReturnHeader/Filer/EIN0943399318
ReturnHeader/Filer/PhoneNum05106043125
ReturnHeader/Filer/USAddress/AddressLine1Txt05940 COLLEGE AVENUE SUITE F
ReturnHeader/Filer/USAddress/CityNm0OAKLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094618
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.88.174.3
ReturnHeader/FilingSecurityInformation/IPDt02020-01-14
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ReturnHeader/FilingSecurityInformation/IPTm013:40:39
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0943194056
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THE HENRY LEVY GROUP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05940 COLLEGE AVE STE F
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OAKLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0946181385
ReturnHeader/PreparerPersonGrp/PhoneNum05106521000
ReturnHeader/PreparerPersonGrp/PreparationDt02020-01-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANTHONY BARR
ReturnHeader/ReturnTs02020-01-14T13:40:39-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-03-01
ReturnHeader/TaxPeriodEndDt02019-02-28
ReturnHeader/TaxYr02018

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