Civic Intelligence

Lillian Rogatz Memorial Foundation

990PF • Fiscal year 2014 • EIN 95-3982839

Jan 01, 2014 to Dec 31, 2014 • Filed on Apr 29, 2015

Organization Profile
231 Berna AvenueNapa, CA 94559

(530) 887-0609

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.

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

10th percentile

-55%

Higher net margin than 10% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

34th percentile

-5.0%

Faster asset growth than 34% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

56th percentile

5.0%

Faster revenue growth than 56% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$140,939

Down $7,393 (-5.0%) from 2013

Net Assets

Down

$140,939

Down $7,393 (-5.0%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin10th percentile

Revenue

Up

$13,439

Up $639 (+5.0%) from 2013

Expenses

Down

$20,832

Down $19,037 (-48%) from 2013

Net Income

Up

-$7,393

Up $19,676 (+73%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

2014

Assets$140,939
Liabilities$0
Net Assets$140,939
Open 2014 Filing

Operations Trend

Revenue Growth56th percentile

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

2014

Revenue$13,439
Expenses$20,832
Net Income-$7,393
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Apr 29, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lawrence B BehrendtTrustee-$0--
Judy E BehrendtTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Lillian Rogatz Memorial Foundation
EIN
95-3982839
Address
231 Berna Avenue, Napa, CA 94559

Signing Officer

Name
Judy E Behrendt
Title
Trustee
Signed
2015-04-29
Discuss with paid preparer
Yes

Preparer

Firm
Barbara L Jicha CPA
Address
PO Box 584, Auburn, CA 95604
Preparer
Barbara L Jicha
Phone
5308870609
Raw XML Appendix354 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3501 (C) 3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4501 (C) 3
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6501(C)3
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1PANCREATIC CANCER ACTION NETWORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2ALDEA CHILDREN FAMILY SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3SWORDS TO PLOWSHARES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4AMERICAN JEWISH WORLD SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5SHINE GLOBAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6WOMEN FOR WOMEN INTERNATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7AMERICAN FRIENDS OF LIVNOT U' LEHIB
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm8COMMUNITY ACTION OF NAPA VALLEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt08844 Burton Way
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11500 ROSECRANS AVE STE 200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 841
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31060 HOWARD ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt445 W 36TH STREET 11TH FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5545 W 45TH ST 9TH FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt62000 M STREET NW SUITE 200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7PO BOX 811715
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt82310 LAUREL ST SUITE 1
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Beverly Hills
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MANHATTAN BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2NAPA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7BOCA RATON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8NAPA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd090211
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd190266
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd294559
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd394103
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd410018
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd510036
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd620036
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd733481
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd894559
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt019750
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt010791
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt010791
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt028424
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt08508
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt08279
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt016241
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt016241
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt054711
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt09500
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt028424
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt08508
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt08279
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt020291
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt09500
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt070952
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt061452
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
TaxesSchedule/TaxesDetail/Amt0122
TaxesSchedule/TaxesDetail/Amt110
TaxesSchedule/TaxesDetail/CategoryTxt0Federal Tax
TaxesSchedule/TaxesDetail/CategoryTxt1Franchise Tax Board
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt061
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt15
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt061
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt15
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Judy E Behrendt
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-04-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Lillian Rogatz Memorial Foundation
ReturnHeader/Filer/BusinessNameControlTxt0LILL
ReturnHeader/Filer/EIN0953982839
ReturnHeader/Filer/USAddress/AddressLine1Txt0231 Berna Avenue
ReturnHeader/Filer/USAddress/CityNm0Napa
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094559
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Barbara L Jicha CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 584
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Auburn
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095604
ReturnHeader/PreparerPersonGrp/PhoneNum05308870609
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BARBARA L JICHA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-04-29T14:32:50-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$140,939
Liabilities
$0
Net assets
$140,939
Revenue
$13,439
Expenses
$20,832
Net income
-$7,393
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