Civic Intelligence

Roke Foundation

990PF • Fiscal year 2016 • EIN 20-0468141

Jan 01, 2016 to Dec 31, 2016 • Filed on May 05, 2017

Organization Profile
5895 Crystal Springs Drive NEBainbridge Island, WA 98110

(425) 635-1196

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

96th percentile

79%

Higher net margin than 96% 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

84th percentile

39%

Faster asset growth than 84% of similar nonprofits.

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

Revenue Growth

24th percentile

-20%

Faster revenue growth than 24% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$48,571

Up $13,658 (+39%) from 2015

Net Assets

Up

$48,571

Up $13,658 (+39%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin96th percentile

Revenue

Down

$17,324

Down $4,452 (-20%) from 2015

Expenses

Down

$3,666

Down $19,170 (-84%) from 2015

Net Income

Up

$13,658

Up $14,718 (+1388%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

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

$150K$100K$50K$0Assets 2011: $68,709Liabilities 2011: $0Net Assets 2011: $68,7092011Assets 2012: $121,954Liabilities 2012: $0Net Assets 2012: $121,9542012Assets 2013: $38,360Liabilities 2013: $0Net Assets 2013: $38,3602013Assets 2014: $35,973Liabilities 2014: $0Net Assets 2014: $35,9732014Assets 2015: $34,913Liabilities 2015: $0Net Assets 2015: $34,9132015Assets 2016: $48,571Liabilities 2016: $0Net Assets 2016: $48,5712016Assets 2017: $5,233Liabilities 2017: $0Net Assets 2017: $5,2332017Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018

Highlighted filing

2016

Assets$48,571
Liabilities$0
Net Assets$48,571
Open 2016 Filing

Operations Trend

Revenue Growth24th percentile

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

$100K$50K$0-$50K-$100KExpenses 2011: $94,7562011Expenses 2012: $64,5842012Revenue 2013: $3,362Expenses 2013: $86,956Net Income 2013: -$83,5942013Revenue 2014: $2,176Expenses 2014: $4,563Net Income 2014: -$2,3872014Revenue 2015: $21,776Expenses 2015: $22,836Net Income 2015: -$1,0602015Revenue 2016: $17,324Expenses 2016: $3,666Net Income 2016: $13,6582016Revenue 2017: -$13,507Expenses 2017: $29,831Net Income 2017: -$43,3382017Revenue 2018: $4Expenses 2018: $5,237Net Income 2018: -$5,2332018

Highlighted filing

2016

Revenue$17,324
Expenses$3,666
Net Income$13,658
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 5, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHEN D ARNOLDPresident And TreasurerPT$0--
LAURIE BAUMANSecretaryPT$0--
JORDAN ARNOLDDirector-$0--
Filing and Contact Details

Filer

Filer Name
Roke Foundation
EIN
20-0468141
Phone
4256351196
Address
5895 CRYSTAL SPRINGS DRIVE NE, BAINBRIDGE ISLAND, WA 98110

Signing Officer

Name
Stephen D Arnold
Title
President
Phone
4256351196
Signed
2017-05-05
Discuss with paid preparer
Yes

Preparer

Firm
Stetson Koenes Pllc
Address
155 108TH AVENUE NE SUITE 320, BELLEVUE, WA 98004-5901
Preparer
Donald W Stetson
Phone
4256351196
Raw XML Appendix330 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/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0826
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0826
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt020003
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt03495
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt082985
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt061599
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt081701
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt081701
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0169566
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01484
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt020003
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt03495
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt082985
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt061599
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02310
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01484
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0251267
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0249783
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01007
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0PREPAID FEDERAL INCOME TAX
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0681
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0681
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt017322
OtherIncomeSchedule2/OtherIncomeDetail/Desc0UNITUS EQUITY FUND
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt017322
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt017322
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt025
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt11030
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt210
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ANNUAL LICENSE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1UNITUS EQUITY FUND LP
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2OTHER PROFESSIONAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt025
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt210
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt11030
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt20
TaxesSchedule/TaxesDetail/Amt0326
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0326
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN D ARNOLD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04256351196
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROKE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROKE
ReturnHeader/Filer/EIN0200468141
ReturnHeader/Filer/PhoneNum04256351196
ReturnHeader/Filer/USAddress/AddressLine1Txt05895 CRYSTAL SPRINGS DRIVE NE
ReturnHeader/Filer/USAddress/CityNm0BAINBRIDGE ISLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098110
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId09D4FD3E92B6C8A74BB66168EC162405BF6358148
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C173730811587C56C42A00FF99F87CAF88B8AF04
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.81.136.37
ReturnHeader/FilingSecurityInformation/IPDt02017-05-05
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm010:27:44
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0911693046
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STETSON KOENES PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0155 108TH AVENUE NE SUITE 320
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BELLEVUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0980045901
ReturnHeader/PreparerPersonGrp/PhoneNum04256351196
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DONALD W STETSON
ReturnHeader/ReturnTs02017-05-09T16:42:21-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$48,571
Liabilities
$0
Net assets
$48,571
Revenue
$17,324
Expenses
$3,666
Net income
$13,658
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.05$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$0.14$0.30$0.43
2016Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$0.17$0.04$0.14
2015Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$0.22$0.23$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$0.02$0.05$0.02
2013Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.38$0.03$0.87$0.84
2012Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.65
2011Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$0.95