Civic Intelligence

The Roberts Academy

990EZ • Fiscal year 2020 • EIN 27-3336136

Jul 01, 2019 to Jun 30, 2020 • Filed on Feb 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

1.59x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

78th percentile

0.12x

Higher debt load relative to revenue than 78% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

54th percentile

7.9%

Higher net margin than 54% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

90th percentile

135%

Faster asset growth than 90% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

38th percentile

-27%

Faster revenue growth than 38% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets96th percentile

Assets

Up

$6,241

Up $3,584 (+135%) from 2019

Net Assets

Down

-$3,676

Down $2,453 (-201%) from 2019

Liabilities

Up

$9,917

Up $6,037 (+156%) from 2019

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin54th percentile

Revenue

Down

$80,731

Down $30,382 (-27%) from 2019

Expenses

Down

$74,365

Down $44,571 (-37%) from 2019

Net Income

Up

$6,366

Up $14,189 (+181%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth90th percentile

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

2020

Assets$6,241
Liabilities$9,917
Net Assets-$3,676
Open 2020 Filing

Operations Trend

Revenue Growth38th percentile

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

2020

Revenue$80,731
Expenses$74,365
Net Income$6,366
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Feb 12, 2021
Return Version
2019v5.0
Gross Receipts
$80,731
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.$54,179-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Joe NelsonChairman-$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
Signed
2021-02-12
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 $272”

Other Expenses.1002

“Office Expenses $1133”

Other Expenses.1003

“Information Technology $1662”

Other Expenses.1008

“Interest $178”

Other Expenses.1012

“Insurance $3939”

Other Expenses.1

“8630 Meals $3519”

Other Expenses.2

“8650 School Supplies $2971”

Other Expenses.3

“8610 Course Materials $1959”

Other Expenses.4

“8620 Immersions/adventures $1406”

Other Expenses.5

“9000 Other expenses $702”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $3880 Accounts Payable and Accrued Expenses - Ending $1097”

Total Liabilities.1

“Overdue Rent - Beginning $0 Overdue Rent - Ending $8820”

Raw XML Appendix161 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Velu LLC
IRS990EZ/BooksInCareOfDetail/PhoneNum04022031988
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0617 S 14th Street 204
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Omaha
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NE
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd068102
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt02657
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt06241
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01611
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06366
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01600
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt02657
IRS990EZ/Form990TotalAssetsGrp/EOYAmt06241
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt080731
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt04
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0-1223
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-3676
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0-1223
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-3676
IRS990EZ/OccupancyRentUtltsAndMaintAmt012065
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Joe Nelson
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/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-8819
IRS990EZ/OtherExpensesTotalAmt017741
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/ProgramServiceRevenueAmt079116
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Our 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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt054179
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt042959
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0true
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt03880
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt09917
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt074365
IRS990EZ/TotalProgramServiceExpensesAmt054179
IRS990EZ/TotalRevenueAmt080731
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 $272
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $1133
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Information Technology $1662
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Interest $178
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Insurance $3939
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt58630 Meals $3519
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt68650 School Supplies $2971
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt78610 Course Materials $1959
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt88620 Immersions/adventures $1406
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt99000 Other expenses $702
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Accounts Payable and Accrued Expenses - Beginning $3880 Accounts Payable and Accrued Expenses - Ending $1097
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Overdue Rent - Beginning $0 Overdue Rent - Ending $8820
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1008
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Total Liabilities.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Total Liabilities.1
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Joe Nelson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-02-12
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/ReturnTs02021-02-12T11:40:27-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,241
Liabilities
$9,917
Net assets
-$3,676
Revenue
$80,731
Expenses
$74,365
Net income
$6,366
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
2020Detailed filing. Detailed filing data is available for this year.$0.06$0.10$0.04$0.81$0.74$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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