Civic Intelligence

The Roberts Academy

990EZ • Fiscal year 2019 • EIN 27-3336136

Jul 01, 2018 to Jun 30, 2019 • Filed on Jan 12, 2021

Organization Profilewww.therobertsacademy.org
11290 S 203rd StGretna, NE 68028

(402) 614-9074

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

96th percentile

1.46x

Higher debt load relative to assets than 96% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

75th percentile

0.03x

Higher debt load relative to revenue than 75% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

27th percentile

-7.0%

Higher net margin than 27% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

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.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Balance Sheet
Liabilities / Assets96th percentile

Assets

Down

$2,657

Down $15,365 (-85%) from 2013

Net Assets

Down

-$1,223

Down $19,245 (-107%) from 2013

Liabilities

$3,880

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin27th percentile

Revenue

Down

$111,113

Down $1,054 (-0.9%) from 2013

Expenses

Up

$118,936

Up $16,025 (+16%) from 2013

Net Income

Down

-$7,823

Down $17,079 (-185%) from 2013

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$30K$20K$10K$0-$10KAssets 2013: $18,022Net Assets 2013: $18,0222013Assets 2019: $2,657Liabilities 2019: $3,880Net Assets 2019: -$1,2232019Assets 2020: $6,241Liabilities 2020: $9,917Net Assets 2020: -$3,6762020Assets 2021: $28,519Liabilities 2021: $18,100Net Assets 2021: $10,4192021

Highlighted filing

2019

Assets$2,657
Liabilities$3,880
Net Assets-$1,223
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0-$50KRevenue 2013: $112,167Expenses 2013: $102,911Net Income 2013: $9,2562013Revenue 2019: $111,113Expenses 2019: $118,936Net Income 2019: -$7,8232019Revenue 2020: $80,731Expenses 2020: $74,365Net Income 2020: $6,3662020Revenue 2021: $63,321Expenses 2021: $49,226Net Income 2021: $14,0952021

Highlighted filing

2019

Revenue$111,113
Expenses$118,936
Net Income-$7,823
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jan 12, 2021
Return Version
2018v3.1
Gross Receipts
$111,113
Mission and Program Overview

Mission

The Roberts Academy will offer each student the opportunity to remake the world s/he inherits. The teachers serve as directors who encourage students to respect themselves, their peers, their community, and their environment while striving to cultivate their innate love of learning as they prepare for a life of purpose, integrity, and academic accomplishment.

Program Services

DescriptionGrantsExpenses
Our Montessori gifted curriculum encourages students to reach academic excellence through group and individualized learning for students in grades 7 through 11. From Personal World to Communication Arts to Mathematics and everything in between, we employ a well-rounded education that serves as college prep for your child. We use various approaches to curriculum, many of them AP. The goal is to get students asking the why questions as they dig deeper into their subjects while finding meaning in their education.$81,922-
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jack RoundChairman-$0--
Anna FisherVice President-$0--
John AdairDirector-$0--
Shari PriorSecretary-$0--
Filing and Contact Details

Filer

Filer Name
The Roberts Academy
EIN
27-3336136
Phone
4026149074
Address
11290 S 203rd St, Gretna, NE 68028

Signing Officer

Name
Joe Nelson
Title
Chairman
Phone
4026149074
Signed
2021-01-12
Discuss with paid preparer
Yes

Preparer

Firm
Velu LLC
Address
617 S 14th Street 204, Omaha, NE 68102
Preparer
Tyler Wilcox CPA
Phone
4022031988
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $125”

Other Expenses.1002

“Office Expenses $4942”

Other Expenses.1003

“Information Technology $1550”

Other Expenses.1005

“Travel $2109”

Other Expenses.1008

“Interest $62”

Other Expenses.1012

“Insurance $3699”

Other Expenses.1

“9000 Other expenses $11231”

Other Expenses.2

“8630 Meals $3526”

Other Expenses.3

“8620 Immersions/adventures $1541”

Other Expenses.4

“8650 School Supplies $1377”

Other Expenses.5

“8610 Course Materials $1135”

Other Expenses.6

“8770 Org. expenses $600”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $6664 Accounts Payable and Accrued Expenses - Ending $3880”

Raw XML Appendix165 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Omaha
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NE
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd068102
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0924
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IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-1223
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jack Round
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Anna Fisher
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2John Adair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Shari Prior
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt012340
IRS990EZ/OtherExpensesTotalAmt031897
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The Roberts Academy will offer each student the opportunity to remake the world s/he inherits. The teachers serve as directors who encourage students to respect themselves, their peers, their community, and their environment while striving to cultivate their innate love of learning as they prepare for a life of purpose, integrity, and academic accomplishment.
IRS990EZ/PrintingPublicationsPostageAmt0242
IRS990EZ/ProgramServiceRevenueAmt0106926
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt081922
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt066670
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0true
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt06664
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt03880
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0118936
IRS990EZ/TotalProgramServiceExpensesAmt081922
IRS990EZ/TotalRevenueAmt0111113
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.therobertsacademy.org
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0Our school publicizes its racially nondiscriminatory policy through the newspaper, our website, and all publications.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule E, Line 4 - Explanation of Records and Materials Not Maintained
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2Schedule E, Line 5 - Explanation of Organization Discrimination by Race
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $125
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $4942
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Information Technology $1550
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Travel $2109
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Interest $62
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Insurance $3699
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt69000 Other expenses $11231
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt78630 Meals $3526
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt88620 Immersions/adventures $1541
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt98650 School Supplies $1377
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt108610 Course Materials $1135
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt118770 Org. expenses $600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Accounts Payable and Accrued Expenses - Beginning $6664 Accounts Payable and Accrued Expenses - Ending $3880
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1008
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Total Liabilities.1001
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Joe Nelson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/PhoneNum04026149074
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-01-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Roberts Academy
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0273336136
ReturnHeader/Filer/PhoneNum04026149074
ReturnHeader/Filer/USAddress/AddressLine1Txt011290 S 203rd St
ReturnHeader/Filer/USAddress/CityNm0Gretna
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NE
ReturnHeader/Filer/USAddress/ZIPCd068028
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0834268384
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Velu LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0617 S 14th Street 204
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Omaha
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd068102
ReturnHeader/PreparerPersonGrp/PhoneNum04022031988
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Tyler Wilcox CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-01-12T12:58:01-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,657
Liabilities
$3,880
Net assets
-$1,223
Revenue
$111,113
Expenses
$118,936
Net income
-$7,823
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.29$0.18$0.10$0.63$0.49$0.14
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.06$0.10$0.04$0.81$0.74$0.06
2019Detailed filing. Detailed filing data is available for this year.$0.03$0.04$0.01$1.11$1.19$0.08
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.18$0.18$1.12$1.03$0.09