Civic Intelligence

Sara Roby Foundation

990PF • Fiscal year 2016 • EIN 13-6020675

Jan 01, 2016 to Dec 31, 2016 • Filed on May 14, 2018

18138 SW Shady Meadow LaneBeaverton, OR 97007

(503) 484-8836

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.

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

97th percentile

89%

Higher net margin than 97% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

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.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

34th percentile

-5.5%

Faster asset growth than 34% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

42nd percentile

-4.7%

Faster revenue growth than 42% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$121,202

Down $7,006 (-5.5%) from 2015

Net Assets

Up

$121,202

Up $12,994 (+12%) from 2015

Liabilities

Down

$0

Down $20,000 (-100%) from 2015

Revenue

Down

$14,519

Down $713 (-4.7%) from 2015

Expenses

Down

$1,525

Down $19,460 (-93%) from 2015

Net Income

Up

$12,994

Up $18,747 (+326%) from 2015

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $624,958Liabilities 2011: $02011Assets 2012: $590,962Liabilities 2012: $02012Assets 2013: $160,482Liabilities 2013: $02013Assets 2014: $113,961Liabilities 2014: $02014Assets 2015: $128,208Liabilities 2015: $20,000Net Assets 2015: $108,2082015Assets 2016: $121,202Liabilities 2016: $0Net Assets 2016: $121,2022016Assets 2017: $103,790Liabilities 2017: $0Net Assets 2017: $103,7902017Assets 2018: $52,505Liabilities 2018: $0Net Assets 2018: $52,5052018Assets 2019: $82,795Liabilities 2019: $0Net Assets 2019: $82,7952019Assets 2020: $66,883Liabilities 2020: $0Net Assets 2020: $66,8832020Assets 2021: $54,920Liabilities 2021: $0Net Assets 2021: $54,9202021Assets 2022: $54,062Liabilities 2022: $340Net Assets 2022: $53,7222022Assets 2023: $61,521Liabilities 2023: $12023Assets 2024: $54,699Liabilities 2024: $0Net Assets 2024: $54,6992024

Highlighted filing

2016

Assets$121,202
Liabilities$0
Net Assets$121,202

Operations Trend

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

$1.0M$500K$0-$500K-$1.0MRevenue 2011: $12,828Expenses 2011: $57,415Net Income 2011: -$44,5872011Revenue 2012: $8,581Expenses 2012: $50,518Net Income 2012: -$41,9372012Revenue 2013: $39,624Expenses 2013: $753,229Net Income 2013: -$713,6052013Revenue 2014: $9,922Expenses 2014: $56,443Net Income 2014: -$46,5212014Revenue 2015: $15,232Expenses 2015: $20,985Net Income 2015: -$5,7532015Revenue 2016: $14,519Expenses 2016: $1,525Net Income 2016: $12,9942016Revenue 2017: $28,453Expenses 2017: $45,865Net Income 2017: -$17,4122017Revenue 2018: $208,221Expenses 2018: $259,506Net Income 2018: -$51,2852018Revenue 2019: $91,855Expenses 2019: $61,565Net Income 2019: $30,2902019Revenue 2020: $608Expenses 2020: $16,520Net Income 2020: -$15,9122020Revenue 2021: $660Expenses 2021: $12,623Net Income 2021: -$11,9632021Revenue 2022: $691Expenses 2022: $1,889Net Income 2022: -$1,1982022Revenue 2023: $28,723Expenses 2023: $20,924Net Income 2023: $7,7992023Revenue 2024: $22,367Expenses 2024: $29,189Net Income 2024: -$6,8222024

Highlighted filing

2016

Revenue$14,519
Expenses$1,525
Net Income$12,994
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 14, 2018
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOSEPH ROBY IIIPresident-$0--
TRACY ROBYVice President-$0--
VIRGINIA MECKLENBURGSecretary-$0--
ASBJORN R LUNDE DEC'D 9-30-17VP & Secretary (Former)-$0--
Filing and Contact Details

Filer

Filer Name
Sara Roby Foundation
EIN
13-6020675
Phone
5034848836
Address
18138 SW SHADY MEADOW LANE, BEAVERTON, OR 97007

Signing Officer

Name
Joseph Roby Iii
Title
President
Phone
5034848836
Signed
2018-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Karp Ackerman Skabowski & Hogan Cpas
Address
1 HUDSON CITY CENTRE SUITE 1E, HUDSON, NY 12534
Preparer
Bernhardt Karp
Phone
5188287618
Raw XML Appendix359 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JOSEPH ROBY III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1TRACY ROBY
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3ASBJORN R LUNDE DEC'D 9-30-17
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt018138 SW SHADY MEADOW LANE
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0100338
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0100482
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt020000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt037700
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0750000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt050000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.279146
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.060766
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.123254
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.873982
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.058581
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0144
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0359446
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0329133
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0305873
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0858141
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0853526
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt01.116583
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt00
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt018138 SW SHADY MEADOW LANE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BEAVERTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd097007
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0JOSEPH ROBY III
IRS990PF/StatementsRegardingActyGrp/PhoneNum05034848836
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd01
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0ARTHUR DOVE CATALOGUE RAISONNE PROJECT -FINANCIAL SUPPORT FOR THIS ARTS & CULTURAL NON-PROFIT ORGANIZATION
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0SMITHSONIAN AMERICAN ART MUSEUM -FINANCIAL SUPPORT FOR THE DAILY OPERATIONS OF THE NATIONAL AMERICAN ART MUSEUM
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0UNSETTLED FUNDS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt07239
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt07239
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt1145
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK SERVICE CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2NYS FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1145
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0227
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1145
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2100
ReasonableCauseExplanation/ExplanationTxt0THE 2016 TAX RETURN IS BEING FILED LATE DUE TO THE DEATH OF ASBJORN LUNDE ON SEPTEMBER 30, 2017, DURING THE EXTENSION FILING TIME PERIOD. HE WAS THE FORMER DIRECTOR, VICE PRESIDENT AND SECRETARY OF THE SARA ROBY FOUNDATION. AS A RESULT, THERE WAS A DELAY IN GATHERING THE NECESSARY DOCUMENTS IN ORDER TO PREPARE THIS TAX RETURN BECAUSE THE BOOKS WERE PREVIOUSLY IN MR. LUNDE'S CARE.
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt0303
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSEPH ROBY III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05034848836
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SARA ROBY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SARA
ReturnHeader/Filer/EIN0136020675
ReturnHeader/Filer/PhoneNum05034848836
ReturnHeader/Filer/USAddress/AddressLine1Txt018138 SW SHADY MEADOW LANE
ReturnHeader/Filer/USAddress/CityNm0BEAVERTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097007
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId078CDB3C1ED17163728AA1666C41A677CAD84B9CE
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId044BA304D568A6DB530DBA3AA24F348561AB00652
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.109.41.117
ReturnHeader/FilingSecurityInformation/IPDt02018-05-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm011:13:45
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0141592927
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KARP ACKERMAN SKABOWSKI & HOGAN CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01 HUDSON CITY CENTRE SUITE 1E
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HUDSON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd012534
ReturnHeader/PreparerPersonGrp/PhoneNum05188287618
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BERNHARDT KARP
ReturnHeader/ReturnTs02018-05-18T12:10:51-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$0.22$0.29$0.07
2023Summary only. Only limited summary data is available for this year.$0.62$0.00$0.29$0.21$0.08
2022Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$0.01$0.02$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$0.01$0.13$0.12
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.67$0.00$0.67$0.01$0.17$0.16
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.83$0.00$0.83$0.92$0.62$0.30
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.53$0.00$0.53$2.08$2.60$0.51
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.04$0.00$1.04$0.28$0.46$0.17
2016Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.15$0.02$0.13
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.28$0.20$1.08$0.15$0.21$0.06
2014Summary only. Only limited summary data is available for this year.$1.14$0.00$0.10$0.56$0.47
2013Summary only. Only limited summary data is available for this year.$1.60$0.00$0.40$7.53$7.14
2012Summary only. Only limited summary data is available for this year.$5.91$0.00$0.09$0.51$0.42
2011Summary only. Only limited summary data is available for this year.$6.25$0.00$0.13$0.57$0.45