Civic Intelligence

Lillian Rogatz Memorial Foundation

990PF • Fiscal year 2018 • EIN 95-3982839

Jan 01, 2018 to Dec 31, 2018 • Filed on Jul 02, 2019

Organization Profile
231 Berna AvenueNapa, CA 94559

(707) 224-1931

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

57th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

3rd percentile

-353%

Higher net margin than 3% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

37th percentile

-4.2%

Faster asset growth than 37% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

2nd percentile

-95%

Faster revenue growth than 2% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$192,787

Down $8,450 (-4.2%) from 2017

Net Assets

Down

$192,787

Down $8,450 (-4.2%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin3rd percentile

Revenue

Down

$4,462

Down $83,259 (-95%) from 2017

Expenses

Up

$20,193

Up $6,208 (+44%) from 2017

Net Income

Down

-$15,731

Down $89,467 (-121%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth37th 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

2018

Assets$192,787
Liabilities$0
Net Assets$192,787
Open 2018 Filing

Operations Trend

Revenue Growth2nd 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

2018

Revenue$4,462
Expenses$20,193
Net Income-$15,731
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jul 2, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

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

Filer

Filer Name
Lillian Rogatz Memorial Foundation
EIN
95-3982839
Phone
7072241931
Address
231 Berna Avenue, Napa, CA 94559

Signing Officer

Name
Judy Behrendt
Title
Trustee
Signed
2019-07-02
Discuss with paid preparer
Yes

Preparer

Firm
Lipton Tax Company Inc
Address
830 School Street Ste 6, Napa, CA 94559
Preparer
Dorothy Lipton-Weide EA
Phone
7079275995
Raw XML Appendix319 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/RecipientBusinessName/BusinessNameLine1Txt1Aldea Children & Family Services
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2On The Move Peace Puppets
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3Swordstoplowsharesorg
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt08844 Burton Way
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11801 Oak Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO Box 10001
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31060 Howard Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Beverly Hills
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Napa
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Napa
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3San Francisco
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd090211
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd194559
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd294581
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd394103
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt015841
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/AppliedToCurrentYearAmt09752
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt09752
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt07402
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt07402
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt017154
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt07402
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt07402
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Rounding
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01643
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0RBG Cap Mkts - Investment Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0821
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0822
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt01724
TaxesSchedule/TaxesDetail/Amt025
TaxesSchedule/TaxesDetail/Amt110
TaxesSchedule/TaxesDetail/Amt21724
TaxesSchedule/TaxesDetail/CategoryTxt0California Atty General
TaxesSchedule/TaxesDetail/CategoryTxt1Franchise Tax Board
TaxesSchedule/TaxesDetail/CategoryTxt2IRS- 2017 Taxes Due & Fee to pay
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt012
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt15
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt013
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt15
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt21724
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Judy Behrendt
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-07-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Lillian Rogatz Memorial Foundation
ReturnHeader/Filer/BusinessNameControlTxt0LILL
ReturnHeader/Filer/EIN0953982839
ReturnHeader/Filer/PhoneNum07072241931
ReturnHeader/Filer/USAddress/AddressLine1Txt0231 Berna Avenue
ReturnHeader/Filer/USAddress/CityNm0Napa
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094559
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0465098814
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Lipton Tax Company Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0830 School Street Ste 6
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Napa
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094559
ReturnHeader/PreparerPersonGrp/PhoneNum07079275995
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Dorothy Lipton-Weide EA
ReturnHeader/ReturnTs02019-07-02T11:42:24-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$192,787
Liabilities
$0
Net assets
$192,787
Revenue
$4,462
Expenses
$20,193
Net income
-$15,731
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
2018Detailed filing. Detailed filing data is available for this year.$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