Civic Intelligence

Sara Roby Foundation

990PF • Fiscal year 2023 • EIN 13-6020675

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 15, 2024

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

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

79th percentile

27%

Higher net margin than 79% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

80th percentile

$1,000

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 3.5% of source-year revenue.

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

72nd percentile

14%

Faster asset growth than 72% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

99th percentile

4057%

Faster revenue growth than 99% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Flat

$61,521

Flat from 2023

Net Assets

$61,521

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin79th percentile

Revenue

Flat

$28,723

Flat from 2023

Expenses

Flat

$20,924

Flat from 2023

Net Income

Flat

$7,799

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth72nd 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: $0Net Assets 2023: $61,5212023Assets 2023: $61,521Liabilities 2023: $12023Assets 2024: $54,699Liabilities 2024: $0Net Assets 2024: $54,6992024

Highlighted filing

2023

Assets$61,521
Liabilities$0
Net Assets$61,521
Open 2023 Filing

Operations Trend

Revenue Growth99th 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 2023: $28,723Expenses 2023: $20,924Net Income 2023: $7,7992023Revenue 2024: $22,367Expenses 2024: $29,189Net Income 2024: -$6,8222024

Highlighted filing

2023

Revenue$28,723
Expenses$20,924
Net Income$7,799
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TRACY ROBYVice President-$1,000-$1,000
JOSEPH ROBY IIIPresident-$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
2024-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Mengel Metzger Barr & Co Llp
Address
100 CHESTNUT STREET SUITE 1200, ROCHESTER, NY 14604
Preparer
Megan M Broomfield
Phone
5854231860
Raw XML Appendix326 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0508 SH APPLE INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1500 SH AMAZON COM INC
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JOSEPH ROBY III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1TRACY ROBY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2VIRGINIA MECKLENBURG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY
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IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0ATLANTA CLASSIC ACADEMY - TO SUPPORT THE ART PROGRAM AT THE NON-PROFIT SCHOOL.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0FRICK COLLECTION - TO SUPPORT THE ART PROGRAM AT THE NON-PROFIT MUSEUM.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description3Txt0SMITHSONIAN AMERICAN ART MUSEUM - TO SUPPORT THE ART PROGRAM AT THE NON-PROFIT MUSEUM.
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IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0APPLICATIONS SHOULD BE SUBMITTED IN WRITING WITH A DESCRIPTION OF THE USE OF THE FUNDS.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0JOSEPH ROBY III
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum05034848836
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt04617 EAST HAMBLIN DRIVE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0PHOENIX
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0AZ
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd085050
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt07000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO SUPPORT THE ART PROGRAM AT THE NON-PROFIT SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TO SUPPORT THE ART PROGRAM AT THE NON-PROFIT MUSEUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2TO SUPPORT THE ART PROGRAM AT THE NON-PROFIT MUSEUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ATLANTA CLASSIC ACADEMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1FRICK COLLECTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2SMITHSONIAN AMERICAN ART MUSEUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt03260 NORTHSIDE DRIVE NW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11 E 70TH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt28TH ST NW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ATLANTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd030305
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd110021
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd220004
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt018000
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
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt08949
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt08551
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt08949
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0500
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0500
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt018000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0500
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0500
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt08551
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK SERVICE CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1170
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt054
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1170
TaxesSchedule/TaxesDetail/Amt0100
TaxesSchedule/TaxesDetail/CategoryTxt0FILING FEES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSEPH ROBY III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05034848836
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-15
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/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0161092347
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MENGEL METZGER BARR & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 CHESTNUT STREET SUITE 1200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROCHESTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd014604
ReturnHeader/PreparerPersonGrp/PhoneNum05854231860
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MEGAN M BROOMFIELD
ReturnHeader/ReturnTs02024-11-14T13:16:28-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$61,521
Liabilities
$0
Net assets
$61,521
Revenue
$28,723
Expenses
$20,924
Net income
$7,799
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
2023Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$0.29$0.21$0.08
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