Civic Intelligence

Roan Universal Foundation

990PF • Fiscal year 2018 • EIN 20-0504187

Jan 01, 2018 to Dec 31, 2018 • Filed on Aug 15, 2019

Organization Profile
20416 HarperHarper Woods, MI 48225

(313) 642-1740

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.

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

86th percentile

34%

Higher net margin than 86% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

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.

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

87th percentile

52%

Faster asset growth than 87% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

99th percentile

1370%

Faster revenue growth than 99% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$43,638

Up $14,908 (+52%) from 2017

Net Assets

Up

$43,638

Up $14,908 (+52%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin86th percentile

Revenue

Up

$44,101

Up $41,101 (+1370%) from 2017

Expenses

Down

$29,193

Down $28,740 (-50%) from 2017

Net Income

Up

$14,908

Up $69,841 (+127%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth87th percentile

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

$300K$200K$100K$0Assets 2010: $147,298Liabilities 2010: $0Net Assets 2010: $147,2982010Assets 2011: $252,139Liabilities 2011: $0Net Assets 2011: $252,1392011Assets 2012: $197,616Liabilities 2012: $0Net Assets 2012: $197,6162012Assets 2013: $168,397Liabilities 2013: $0Net Assets 2013: $168,3972013Assets 2014: $147,474Liabilities 2014: $0Net Assets 2014: $147,4742014Assets 2015: $61,767Liabilities 2015: $0Net Assets 2015: $61,7672015Assets 2016: $17,587Liabilities 2016: $0Net Assets 2016: $17,5872016Assets 2017: $28,730Liabilities 2017: $0Net Assets 2017: $28,7302017Assets 2018: $43,638Liabilities 2018: $0Net Assets 2018: $43,6382018Assets 2019: $34,401Liabilities 2019: $0Net Assets 2019: $34,4012019Assets 2020: $35,199Liabilities 2020: $0Net Assets 2020: $35,1992020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021

Highlighted filing

2018

Assets$43,638
Liabilities$0
Net Assets$43,638
Open 2018 Filing

Operations Trend

Revenue Growth99th percentile

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

$100K$50K$0-$50K-$100KExpenses 2010: $89,4582010Expenses 2011: $28,4992011Expenses 2012: $60,6962012Revenue 2013: $558Expenses 2013: $29,777Net Income 2013: -$29,2192013Revenue 2014: $5,559Expenses 2014: $26,482Net Income 2014: -$20,9232014Revenue 2015: $0Expenses 2015: $85,707Net Income 2015: -$85,7072015Revenue 2016: $0Expenses 2016: $44,180Net Income 2016: -$44,1802016Revenue 2017: $3,000Expenses 2017: $57,933Net Income 2017: -$54,9332017Revenue 2018: $44,101Expenses 2018: $29,193Net Income 2018: $14,9082018Revenue 2019: $33,418Expenses 2019: $42,655Net Income 2019: -$9,2372019Revenue 2020: $10,366Expenses 2020: $9,568Net Income 2020: $7982020Revenue 2021: $10,000Expenses 2021: $13,846Net Income 2021: -$3,8462021

Highlighted filing

2018

Revenue$44,101
Expenses$29,193
Net Income$14,908
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Aug 15, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRIAN D BLATTPresident-$0--
LAUREN E MARCHALVice President-$0--
TRACY A BLATTSecretary-$0--
CALLIE BLATTAsst Secretary-$0--
Filing and Contact Details

Filer

Filer Name
Roan Universal Foundation
EIN
20-0504187
Address
20416 HARPER, HARPER WOODS, MI 48225

Signing Officer

Name
Brian D Blatt
Title
President
Signed
2019-08-15
Discuss with paid preparer
No

Preparer

Firm
Innovative Advisory Services LLC
Address
25509 Kelly Suite C, Roseville, MI 48066
Preparer
Paul M Hemeryck
Phone
5867740440
Raw XML Appendix317 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt445 ROCKERFELLER PLAZA STE 2000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5825 COLLEGE BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Harper Woods
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Detroit
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Farmington
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Detroit
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Oceanside
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MI
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4NY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd248334
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd348202
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd410111
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd592057
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt028000
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt04034
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt04837
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt04034
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt053096
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt036706
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt074610
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt010184
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt010387
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt010387
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0194918
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt020322
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt053096
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt036706
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt074610
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt010184
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt029193
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt020322
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0205305
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0184983
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt04837
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1COMPUTER FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2LICENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0148
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt220
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0148
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt220
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0BRIAN D BLATT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-08-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROAN UNIVERSAL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROAN
ReturnHeader/Filer/EIN0200504187
ReturnHeader/Filer/USAddress/AddressLine1Txt020416 HARPER
ReturnHeader/Filer/USAddress/CityNm0HARPER WOODS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048225
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0F26BF2032CE196DE2A1A5905EECE35F6D5820A7B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F26BF2032CE196DE2A1A5905EECE35F6D5820A7B
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId038248020192332wap2gz
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-08-21
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.192.184.202
ReturnHeader/FilingSecurityInformation/IPDt02019-08-21
ReturnHeader/FilingSecurityInformation/IPTm014:13:37
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0383620379
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Innovative Advisory Services LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt025509 Kelly Suite C
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Roseville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048066
ReturnHeader/PreparerPersonGrp/PhoneNum05867740440
ReturnHeader/PreparerPersonGrp/PreparationDt02019-08-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Paul M Hemeryck
ReturnHeader/ReturnTs02019-08-21T14:10:43-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$43,638
Liabilities
$0
Net assets
$43,638
Revenue
$44,101
Expenses
$29,193
Net income
$14,908
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.10$0.14$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$0.10$0.10$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$0.33$0.43$0.09
2018Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.44$0.29$0.15
2017Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$0.03$0.58$0.55
2016Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$0.00$0.44$0.44
2015Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$0.00$0.86$0.86
2014Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.06$0.26$0.21
2013Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.01$0.30$0.29
2012Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$0.61
2011Detailed filing. Detailed filing data is available for this year.$2.52$0.00$2.52$0.28
2010Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.89