Civic Intelligence

Lillian Rogatz Memorial Foundation

990PF • Fiscal year 2011 • EIN 95-3982839

Jan 01, 2011 to Dec 31, 2011 • Filed on May 04, 2012

Organization Profile
231 Berna Avenue94559
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2011 filings • <$500k nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

2011 filings • <$500k nonprofits • Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets58th percentile

Assets

$178,768

No earlier filing loaded for comparison.

Net Assets

$178,768

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$20,047

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$300K$200K$100K$0Assets 2011: $178,768Liabilities 2011: $0Net Assets 2011: $178,7682011Assets 2012: $175,401Liabilities 2012: $0Net Assets 2012: $175,4012012Assets 2013: $148,332Liabilities 2013: $0Net Assets 2013: $148,3322013Assets 2014: $140,939Liabilities 2014: $0Net Assets 2014: $140,9392014Assets 2015: $139,380Liabilities 2015: $0Net Assets 2015: $139,3802015Assets 2016: $127,501Liabilities 2016: $0Net Assets 2016: $127,5012016Assets 2017: $201,237Liabilities 2017: $0Net Assets 2017: $201,2372017Assets 2018: $192,787Liabilities 2018: $0Net Assets 2018: $192,7872018Assets 2019: $182,487Liabilities 2019: $0Net Assets 2019: $182,4872019Assets 2020: $171,115Liabilities 2020: $0Net Assets 2020: $171,1152020Assets 2021: $159,086Liabilities 2021: $0Net Assets 2021: $159,0862021Assets 2022: $156,227Liabilities 2022: $0Net Assets 2022: $156,2272022Assets 2023: $139,077Liabilities 2023: $12023Assets 2024: $130,497Liabilities 2024: $0Net Assets 2024: $130,4972024

Highlighted filing

2011

Assets$178,768
Liabilities$0
Net Assets$178,768
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KExpenses 2011: $20,0472011Expenses 2012: $11,2632012Revenue 2013: $12,800Expenses 2013: $39,869Net Income 2013: -$27,0692013Revenue 2014: $13,439Expenses 2014: $20,832Net Income 2014: -$7,3932014Revenue 2015: $7,154Expenses 2015: $8,713Net Income 2015: -$1,5592015Revenue 2016: $8,507Expenses 2016: $20,386Net Income 2016: -$11,8792016Revenue 2017: $87,721Expenses 2017: $13,985Net Income 2017: $73,7362017Revenue 2018: $4,462Expenses 2018: $20,193Net Income 2018: -$15,7312018Revenue 2019: $14,959Expenses 2019: $25,991Net Income 2019: -$11,0322019Revenue 2020: $9,225Expenses 2020: $20,660Net Income 2020: -$11,4352020Revenue 2021: $9,242Expenses 2021: $21,293Net Income 2021: -$12,0512021Revenue 2022: $15,125Expenses 2022: $17,965Net Income 2022: -$2,8402022Revenue 2023: -$1,701Expenses 2023: $15,526Net Income 2023: -$17,2272023Revenue 2024: $5,446Expenses 2024: $14,429Net Income 2024: -$8,9832024

Highlighted filing

2011

Revenue-
Expenses$20,047
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 4, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Judy E BehrendtTrustee-$0--
Lawrence B BehrendtTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-To continue charitable activities501(c)(3)Beverly Hills, CA, US$16,950
Paid Grant-CHARITABLE CONTRIBUTION501 (C) 3FLUSHING, NY, US$500
Paid Grant-CHARITABLE CONTRIBUTION501 (C) 3NEW YORK, NY, US$500
Paid Grant-CHARITABLE CONTRIBUTION501 (C) 3LOS ANGELES, CA, US$500
Paid Grant-CHARITABLE CONTRIBUTION501 (C) 3NEW YORK, NY, US$500
Filing and Contact Details

Filer

EIN
95-3982839
Raw XML Appendix345 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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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode011367
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode110017
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode290048
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode310014
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode490211
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear018950
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear010990
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted010990
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear108279
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2016241
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear307241
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4011821
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear508821
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear508821
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear052090
IRS990PF/UndistributedIncome/ExcessFromCurrentYear08508
IRS990PF/UndistributedIncome/ExcessFromYear108279
IRS990PF/UndistributedIncome/ExcessFromYear2016241
IRS990PF/UndistributedIncome/ExcessFromYear307241
IRS990PF/UndistributedIncome/ExcessFromYear4011821
IRS990PF/UndistributedIncome/QualifyingDistributions019498
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus08508
IRS990PF/UndistributedIncome/TotalCorpus060911
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover052403
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
OtherIncomeSchedule2/OtherIncome/Description0Other Investment Income
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks0300
OtherProfessionalFeesSchedule/OtherProfessionalFees/AdjustedNetIncome00
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount075
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps037
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome038
TaxesSchedule/Taxes/Amount010
TaxesSchedule/Taxes/Amount1112
TaxesSchedule/Taxes/Category0Franchise Tax Board
TaxesSchedule/Taxes/Category1Federal Tax
TaxesSchedule/Taxes/DisbursementsCharitablePrps05
TaxesSchedule/Taxes/DisbursementsCharitablePrps156
TaxesSchedule/Taxes/NetInvestmentIncome05
TaxesSchedule/Taxes/NetInvestmentIncome156
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0953982839
ReturnHeader/Filer/Name/BusinessNameLine10Lillian Rogatz Memorial Foundation
ReturnHeader/Filer/NameControl0LILL
ReturnHeader/Filer/USAddress/AddressLine10231 Berna Avenue
ReturnHeader/Filer/USAddress/City0Napa
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode094559
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02012-05-04
ReturnHeader/Officer/Name0Judy E Behrendt
ReturnHeader/Officer/Title0Trustee
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Barbara L Jicha CPA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10PO Box 584
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Auburn
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode095604
ReturnHeader/Preparer/Name0BARBARA L JICHA
ReturnHeader/Preparer/Phone05308870609
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-05-04T14:14:18-07:00

Document Assets

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Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$178,768
Liabilities
$0
Net assets
$178,768
Revenue
-
Expenses
$20,047
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.05$0.14$0.09
2023Summary only. Only limited summary data is available for this year.$1.39$0.00$0.02$0.16$0.17
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.56$0.00$1.56$0.15$0.18$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.59$0.00$1.59$0.09$0.21$0.12
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.71$0.00$1.71$0.09$0.21$0.11
2019Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$0.15$0.26$0.11
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.93$0.00$1.93$0.04$0.20$0.16
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.01$0.00$2.01$0.88$0.14$0.74
2016Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.09$0.20$0.12
2015Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.07$0.09$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.13$0.21$0.07
2013Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.13$0.40$0.27
2012Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$0.11
2011Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.20