Civic Intelligence

Sara Roby Foundation

990PF • Fiscal year 2021 • EIN 13-6020675

Jan 01, 2021 to Dec 31, 2021 • Filed on Sep 06, 2022

Organization Profile
4617 East Hamblin DrivePhoenix, AZ 85050

(503) 484-8836

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.

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

2nd percentile

-1813%

Higher net margin than 2% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

18th percentile

-18%

Faster asset growth than 18% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

54th percentile

8.6%

Faster revenue growth than 54% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$54,920

Down $11,963 (-18%) from 2020

Net Assets

Down

$54,920

Down $11,963 (-18%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin2nd percentile

Revenue

Up

$660

Up $52 (+8.6%) from 2020

Expenses

Down

$12,623

Down $3,897 (-24%) from 2020

Net Income

Up

-$11,963

Up $3,949 (+25%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

2021

Assets$54,920
Liabilities$0
Net Assets$54,920
Open 2021 Filing

Operations Trend

Revenue Growth54th percentile

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

2021

Revenue$660
Expenses$12,623
Net Income-$11,963
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Sep 6, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay78th percentile

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
4617 EAST HAMBLIN DRIVE, PHOENIX, AZ 85050

Signing Officer

Name
Joseph Roby Iii
Title
President
Phone
5034848836
Signed
2022-09-06
Discuss with paid preparer
Yes

Preparer

Firm
Karp Ackerman Small & Hogan Cpas
Address
1 HUDSON CITY CENTRE SUITE 1E, HUDSON, NY 12534
Preparer
Stephanie a First
Phone
5188287618
Raw XML Appendix332 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/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/Description2Txt0THE FRICK COLLECTIONFINANCIAL SUPPORT FOR THE DAILY OPERATIONS OF THE NATIONAL AMERICAN ART MUSEUM
IRS990PF/SummaryOfDirectChrtblActyGrp/Description3Txt0FIRST PRESBYTERIAN PRESCHOOLFINANCIAL SUPPORT FOR THE ART PROGRAM OF THE SCHOOL.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt04000
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt06000
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses3Amt0500
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt14000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt26000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO SUPPORT THE ART PROGRAM AT THE NON-PROFIT SCHOOL.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TO HELP FUND THE DAILY OPERATIONS OF THE AMERICAN ART MUSEUM.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2TO HELP FUND THE DAILY OPERATIONS OF THE AMERICAN ART MUSEUM.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3TO SUPPORT THE ART PROGRAM AT THE NON-PROFIT SCHOOL.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0FIRST PRESBYTERIAN PRESCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1SMITHSONIAN AMERICAN ART MUSEUM EXHIBITION FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2THE FRICK COLLECTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3ATLANTA CLASSIC ACADEMY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01328 PEACHTREE ST NE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1MRC 970 PO BOX 37012
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21 E 70TH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt33260 NORTHSIDE DRIVE NW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ATLANTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3ATLANTA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd030309
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1200137012
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd210021
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd330305
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt011000
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
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK SERVICE CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt080
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1120
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt080
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1120
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt034
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSEPH ROBY III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05034848836
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-09-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SARA ROBY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SARA
ReturnHeader/Filer/EIN0136020675
ReturnHeader/Filer/PhoneNum05034848836
ReturnHeader/Filer/USAddress/AddressLine1Txt04617 EAST HAMBLIN DRIVE
ReturnHeader/Filer/USAddress/CityNm0PHOENIX
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085050
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/PreparationDt02022-09-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHANIE A FIRST
ReturnHeader/ReturnTs02022-09-06T15:47:35-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOSEPH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ROBY III
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$54,920
Liabilities
$0
Net assets
$54,920
Revenue
$660
Expenses
$12,623
Net income
-$11,963
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
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