Civic Intelligence

Sara Roby Foundation

990PF • Fiscal year 2017 • EIN 13-6020675

Jan 01, 2017 to Dec 31, 2017 • Filed on Feb 23, 2020

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

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

9th percentile

-61%

Higher net margin than 9% 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

23rd percentile

-14%

Faster asset growth than 23% of similar nonprofits.

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

Revenue Growth

91st percentile

96%

Faster revenue growth than 91% of similar nonprofits.

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

Assets

Down

$103,790

Down $17,412 (-14%) from 2016

Net Assets

Down

$103,790

Down $17,412 (-14%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$28,453

Up $13,934 (+96%) from 2016

Expenses

Up

$45,865

Up $44,340 (+2908%) from 2016

Net Income

Down

-$17,412

Down $30,406 (-234%) from 2016

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

2017

Assets$103,790
Liabilities$0
Net Assets$103,790

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

2017

Revenue$28,453
Expenses$45,865
Net Income-$17,412
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Feb 23, 2020
Return Version
2017v2.3
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOSEPH ROBY IIIPresident-$0--
TRACY ROBYVice President-$0--
VIRGINIA MECKLENBURGSecretary-$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
2020-02-23
Discuss with paid preparer
Yes

Preparer

Firm
Karp Ackerman Small & Hogan Cpas
Address
1 HUDSON CITY CENTRE SUITE 1E, HUDSON, NY 12534
Preparer
Bernhardt Karp
Phone
5188287618
Raw XML Appendix329 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/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt01.116583
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt045415
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt045415
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt045415
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/Description1Txt0SMITHSONIAN AMERICAN ART MUSEUM -FINANCIAL SUPPORT FOR THE DAILY OPERATIONS OF THE NATIONAL AMERICAN ART MUSEUM
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt045415
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt045415
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO HELP FUND THE DAILY OPERATIONS OF THE AMERICAN ART MUSEUM.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SMITHSONIAN AMERICAN ART MUSEUM EXHIBITION FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0MRC 970 PO BOX 37012
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0200137012
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt045415
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/BOYBookValueAmt07239
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0UNSETTLED FUNDS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK SERVICE CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1170
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0280
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1170
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSEPH ROBY III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05034848836
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-02-23
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/PreparerFirmGrp/PreparerFirmEIN0141592927
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KARP ACKERMAN SMALL & 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/PreparationDt02020-02-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BERNHARDT KARP
ReturnHeader/ReturnTs02020-02-23T07:34:02-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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
2017Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.28$0.46$0.17
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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