Civic Intelligence

Rosa Leong Charities Inc.

990PF • Fiscal year 2015 • EIN 95-6048444

Jan 01, 2015 to Dec 31, 2015 • Filed on Feb 22, 2016

30262 Marbella VistaSan Juan Capistrano, CA 92675

(213) 460-4214

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.

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

92nd percentile

54%

Higher net margin than 92% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

78th percentile

23%

Faster asset growth than 78% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2014 to 2015

Assets

Up

$72,417

Up $13,490 (+23%) from 2014

Net Assets

Up

$72,417

Up $13,490 (+23%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Up

$25,000

Up $25,000 from 2014

Expenses

Up

$11,510

Up $9,885 (+608%) from 2014

Net Income

Up

$13,490

Up $15,115 (+930%) from 2014

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2011: $66,048Liabilities 2011: $02011Assets 2012: $52,063Liabilities 2012: $02012Assets 2013: $60,552Liabilities 2013: $02013Assets 2014: $58,927Liabilities 2014: $0Net Assets 2014: $58,9272014Assets 2015: $72,417Liabilities 2015: $0Net Assets 2015: $72,4172015Assets 2016: $70,422Liabilities 2016: $0Net Assets 2016: $70,4222016Assets 2017: $65,491Liabilities 2017: $0Net Assets 2017: $65,4912017Assets 2018: $61,481Liabilities 2018: $0Net Assets 2018: $61,4812018Assets 2019: $55,978Liabilities 2019: $0Net Assets 2019: $55,9782019Assets 2020: $55,368Liabilities 2020: $0Net Assets 2020: $55,3682020Assets 2021: $55,368Liabilities 2021: $0Net Assets 2021: $55,3682021Assets 2022: $55,168Liabilities 2022: $0Net Assets 2022: $55,1682022Assets 2023: $53,467Liabilities 2023: $0Net Assets 2023: $53,4672023Assets 2024: $49,523Liabilities 2024: $0Net Assets 2024: $49,5232024

Highlighted filing

2015

Assets$72,417
Liabilities$0
Net Assets$72,417

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2011: $45,000Expenses 2011: $24,453Net Income 2011: $20,5472011Revenue 2012: $5,000Expenses 2012: $18,985Net Income 2012: -$13,9852012Revenue 2013: $25,000Expenses 2013: $17,110Net Income 2013: $7,8902013Revenue 2014: $0Expenses 2014: $1,625Net Income 2014: -$1,6252014Revenue 2015: $25,000Expenses 2015: $11,510Net Income 2015: $13,4902015Revenue 2016: $250Expenses 2016: $2,245Net Income 2016: -$1,9952016Revenue 2017: $0Expenses 2017: $4,931Net Income 2017: -$4,9312017Revenue 2018: $0Expenses 2018: $4,010Net Income 2018: -$4,0102018Revenue 2019: $107Expenses 2019: $5,610Net Income 2019: -$5,5032019Revenue 2020: $0Expenses 2020: $610Net Income 2020: -$6102020Revenue 2021: $0Expenses 2021: $0Net Income 2021: $02021Revenue 2022: $0Expenses 2022: $200Net Income 2022: -$2002022Revenue 2023: $49Expenses 2023: $1,750Net Income 2023: -$1,7012023Revenue 2024: $181Expenses 2024: $4,125Net Income 2024: -$3,9442024

Highlighted filing

2015

Revenue$25,000
Expenses$11,510
Net Income$13,490
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Feb 22, 2016
Return Version
2015v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GERALD FOSTERPrin. Mgr.-$0--
Filing and Contact Details

Filer

Filer Name
Rosa Leong Charities Inc
EIN
95-6048444
Phone
2134604214
Address
30262 MARBELLA VISTA, SAN JUAN CAPISTRANO, CA 92675

Signing Officer

Name
Gerald Foster
Title
Prin. Mgr.
Phone
2134604214
Signed
2016-02-22
Discuss with paid preparer
Yes

Preparer

Firm
Martin Werbelow Llp
Address
300 N LAKE AVE SUITE 930, PASADENA, CA 91101-4106
Preparer
David a Werbelow
Phone
6265771440
Raw XML Appendix303 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/UndistributedIncomeGrp/DistributableAsAdjustedAmt03234
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt014042
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt015692
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt021253
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt018822
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt018822
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt059753
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt08766
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt014042
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt015692
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt021253
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt012000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt08766
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt078575
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt069809
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0GERALD FOSTER
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1ROSA LEONG DECEASED 082415
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt030262 MARBELLA VISTA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt130262 MARBELLA VISTA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0SAN JUAN CAPISTRANO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1SAN JUAN CAPISTRANO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd092675
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd192675
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt010000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt115000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FTB FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1STALE CHECK
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1-800
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GERALD FOSTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRIN. MGR.
ReturnHeader/BusinessOfficerGrp/PhoneNum02134604214
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-02-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROSA LEONG CHARITIES INC
ReturnHeader/Filer/BusinessNameControlTxt0ROSA
ReturnHeader/Filer/EIN0956048444
ReturnHeader/Filer/PhoneNum02134604214
ReturnHeader/Filer/USAddress/AddressLine1Txt030262 MARBELLA VISTA
ReturnHeader/Filer/USAddress/CityNm0SAN JUAN CAPISTRANO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092675
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0951720829
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARTIN WERBELOW LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0300 N LAKE AVE SUITE 930
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PASADENA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0911014106
ReturnHeader/PreparerPersonGrp/PhoneNum06265771440
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID A WERBELOW
ReturnHeader/ReturnTs02016-04-15T17:47:15-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$49.5$0.00$49.5$0.18$4.13$3.94
2023Detailed filing. Detailed filing data is available for this year.$53.5$0.00$53.5$0.05$1.75$1.70
2022Detailed filing. Detailed filing data is available for this year.$55.2$0.00$55.2$0.00$0.20$0.20
2021Detailed filing. Detailed filing data is available for this year.$55.4$0.00$55.4$0.00$0.00$0.00
2020Detailed filing. Detailed filing data is available for this year.$55.4$0.00$55.4$0.00$0.61$0.61
2019Detailed filing. Detailed filing data is available for this year.$56.0$0.00$56.0$0.11$5.61$5.50
2018Detailed filing. Detailed filing data is available for this year.$61.5$0.00$61.5$0.00$4.01$4.01
2017Detailed filing. Detailed filing data is available for this year.$65.5$0.00$65.5$0.00$4.93$4.93
2016Detailed filing. Detailed filing data is available for this year.$70.4$0.00$70.4$0.25$2.25$2.00
2015Detailed filing. Detailed filing data is available for this year.$72.4$0.00$72.4$25.0$11.5$13.5
2014Detailed filing. Detailed filing data is available for this year.$58.9$0.00$58.9$0.00$1.63$1.63
2013Summary only. Only limited summary data is available for this year.$60.6$0.00$25.0$17.1$7.89
2012Summary only. Only limited summary data is available for this year.$52.1$0.00$5.00$19.0$14.0
2011Summary only. Only limited summary data is available for this year.$66.0$0.00$45.0$24.5$20.5