Civic Intelligence

Lillian Rogatz Memorial Foundation

990PF • Fiscal year 2017 • EIN 95-3982839

Jan 01, 2017 to Dec 31, 2017 • Filed on May 10, 2018

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

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

97th percentile

84%

Higher net margin than 97% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

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.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

88th percentile

58%

Faster asset growth than 88% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

99th percentile

931%

Faster revenue growth than 99% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$201,237

Up $73,736 (+58%) from 2016

Net Assets

Up

$201,237

Up $73,736 (+58%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin97th percentile

Revenue

Up

$87,721

Up $79,214 (+931%) from 2016

Expenses

Down

$13,985

Down $6,401 (-31%) from 2016

Net Income

Up

$73,736

Up $85,615 (+721%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth88th 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

2017

Assets$201,237
Liabilities$0
Net Assets$201,237
Open 2017 Filing

Operations Trend

Revenue Growth99th 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

2017

Revenue$87,721
Expenses$13,985
Net Income$73,736
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 10, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay77th 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
2018-05-10
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 AppendixShowing 400 of 402 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/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt020291
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt039155
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt010702
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.089839
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.09351
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.03768
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.09182
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.17838
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.04780
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0861
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0216057
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0211308
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0215149
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0220978
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0219506
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0223884
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt012992
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.449193
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt012992
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt012992
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt012992
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0231 Berna Avenue
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Napa
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd094559
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Judy E Behrendt
IRS990PF/StatementsRegardingActyGrp/PhoneNum07073633256
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0To continue charitable activities
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TO CONTINUE CHARITABLE ACTIVITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2TO CONTINUE CHARITABLE ACTIVITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3TO CONTINUE CHARITABLE ACTIVITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4TO CONTINUE CHARITABLE ACTIVITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5TO CONTINUE CHARITALBE ACTIVITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C) 3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(C) 3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501(C) 3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3501(C) 3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4501(C) 3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5501(C) 3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Temple Emanuel
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1ALDEA CHILDREN FAMILY SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2AMERICAN JEWISH WORLD SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3WOMEN FOR WOMENT INTERNATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4ACLU
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5COMMUNITY 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/RecipientUSAddress/AddressLine1Txt08844 Burton Way
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 841
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt245 W 36TH STREET 11TH FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt32000 M STREET STE 200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4125 BROAD STREET 18TH FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt52310 LAUREL STREET STE 1
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Beverly Hills
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NAPA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5NAPA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd090211
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd194559
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd210018
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd320036
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd410004
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd594559
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt012000
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/AppliedToCurrentYearAmt09081
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt09081
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt09355
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt09500
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt028424
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt051190
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt03911
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt09355
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt09500
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt028424
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt012992
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt03911
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt051190
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt047279
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0896
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0448
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0448
TaxesSchedule/TaxesDetail/Amt080
TaxesSchedule/TaxesDetail/Amt149
TaxesSchedule/TaxesDetail/Amt210
TaxesSchedule/TaxesDetail/CategoryTxt0Federal Tax
TaxesSchedule/TaxesDetail/CategoryTxt1Foreign Tax
TaxesSchedule/TaxesDetail/CategoryTxt2Franchise Tax Board
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt040
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt124
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt25
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt040
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt125
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt25
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Judy E Behrendt
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-10
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/PreparerFirmEIN0202062704
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/ReturnTs02018-05-10T12:26:13-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$201,237
Liabilities
$0
Net assets
$201,237
Revenue
$87,721
Expenses
$13,985
Net income
$73,736
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
2017Detailed filing. Detailed filing data is available for this year.$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