Civic Intelligence

Roberta and Roger Arling Private Foundation

990PF • Fiscal year 2019 • EIN 31-1653037

Jan 01, 2019 to Dec 31, 2019 • Filed on Aug 19, 2020

Organization Profile
CO R Dorsey Cpa 1475 Ft Thomas AveNewport, KY 41075

(859) 781-1119

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.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

97th percentile

96%

Higher net margin than 97% of similar nonprofits.

2019 filings • <$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 • <$500k nonprofits • Source year 2019

Asset Growth

70th percentile

14%

Faster asset growth than 70% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$116,606

Up $14,113 (+14%) from 2018

Net Assets

Up

$116,606

Up $14,113 (+14%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin97th percentile

Revenue

Up

$8,419

Up $26,759 (+146%) from 2018

Expenses

Down

$370

Down $27,239 (-99%) from 2018

Net Income

Up

$8,049

Up $53,998 (+118%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

$300K$200K$100K$0Assets 2010: $99,168Liabilities 2010: $48,062Net Assets 2010: $51,1062010Assets 2011: $97,565Liabilities 2011: $0Net Assets 2011: $97,5652011Assets 2012: $117,142Liabilities 2012: $32,380Net Assets 2012: $84,7622012Assets 2013: $94,685Liabilities 2013: $11Net Assets 2013: $94,6742013Assets 2014: $173,318Liabilities 2014: $56,446Net Assets 2014: $116,8722014Assets 2015: $115,276Liabilities 2015: $9,356Net Assets 2015: $105,9202015Assets 2016: $151,841Liabilities 2016: $36,651Net Assets 2016: $115,1902016Assets 2017: $197,741Liabilities 2017: $47,710Net Assets 2017: $150,0312017Assets 2018: $102,493Liabilities 2018: $0Net Assets 2018: $102,4932018Assets 2019: $116,606Liabilities 2019: $0Net Assets 2019: $116,6062019Assets 2020: $204,559Liabilities 2020: $0Net Assets 2020: $204,5592020Assets 2021: $184,511Liabilities 2021: $0Net Assets 2021: $184,5112021Assets 2022: $167,373Liabilities 2022: $0Net Assets 2022: $167,3732022Assets 2023: $190,105Liabilities 2023: $0Net Assets 2023: $190,1052023Assets 2024: $209,731Liabilities 2024: $0Net Assets 2024: $209,7312024

Highlighted filing

2019

Assets$116,606
Liabilities$0
Net Assets$116,606
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KExpenses 2010: $6172010Expenses 2011: $16,1952011Expenses 2012: $16,8822012Revenue 2013: $3,797Expenses 2013: $1,756Net Income 2013: $2,0412013Revenue 2014: $13,430Expenses 2014: $3,501Net Income 2014: $9,9292014Revenue 2015: $16,528Expenses 2015: $13,890Net Income 2015: $2,6382015Revenue 2016: $17,086Expenses 2016: $7,220Net Income 2016: $9,8662016Revenue 2017: $50,792Expenses 2017: $17,970Net Income 2017: $32,8222017Revenue 2018: -$18,340Expenses 2018: $27,609Net Income 2018: -$45,9492018Revenue 2019: $8,419Expenses 2019: $370Net Income 2019: $8,0492019Revenue 2020: $93,311Expenses 2020: $1,928Net Income 2020: $91,3832020Revenue 2021: -$19,689Expenses 2021: $1,250Net Income 2021: -$20,9392021Revenue 2022: $12,767Expenses 2022: $1,545Net Income 2022: $11,2222022Revenue 2023: $18,325Expenses 2023: $6,604Net Income 2023: $11,7212023Revenue 2024: $22,642Expenses 2024: $9,113Net Income 2024: $13,5292024

Highlighted filing

2019

Revenue$8,419
Expenses$370
Net Income$8,049
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Aug 19, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GREGORY ARLINGTrustee-$0--
JEFFERY ARLINGTrustee-$0--
ROGER R ARLINGTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Roberta and Roger Arling Foundation
EIN
31-1653037
Phone
8597811119
Address
CO R DORSEY CPA 1475 FT THOMAS AVE, NEWPORT, KY 41075

Signing Officer

Name
Gregory Arling
Title
President
Phone
8597811119
Signed
2020-08-19
Discuss with paid preparer
Yes

Preparer

Firm
Vonlehman & Company Inc
Address
810 WRIGHTS SUMMIT PARKWAY SUITE, 300, FORT WRIGHT, KY 41011
Preparer
Theodore J Funk
Phone
8593313300
Raw XML Appendix313 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/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0GREGORY ARLING
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1JEFFERY ARLING
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm2ROGER R ARLING
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
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/AppliedToCurrentYearAmt0145
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt05231
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt05086
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt017227
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt07088
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt05086
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt019229
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt017227
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt02002
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0145
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt019229
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt024315
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OHIO FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt050
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt050
OtherIncreasesSchedule/OtherIncreasesDetail/Amt06064
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN ON INVESTMENTS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt055
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt055
TaxesSchedule/TaxesDetail/Amt095
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt095
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GREGORY ARLING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08597811119
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROBERTA AND ROGER ARLING FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0311653037
ReturnHeader/Filer/PhoneNum08597811119
ReturnHeader/Filer/USAddress/AddressLine1Txt0CO R DORSEY CPA 1475 FT THOMAS AVE
ReturnHeader/Filer/USAddress/CityNm0NEWPORT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd041075
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06CACE621656D9522E9799FE38F725D520F519F81
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt069.61.206.123
ReturnHeader/FilingSecurityInformation/IPDt02020-08-19
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm010:28:29
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0310905417
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0VONLEHMAN & COMPANY INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0810 WRIGHTS SUMMIT PARKWAY SUITE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine2Txt0300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FORT WRIGHT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd041011
ReturnHeader/PreparerPersonGrp/PhoneNum08593313300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THEODORE J FUNK
ReturnHeader/ReturnTs02020-09-14T15:46:04-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$116,606
Liabilities
$0
Net assets
$116,606
Revenue
$8,419
Expenses
$370
Net income
$8,049
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$0.23$0.09$0.14
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.90$0.00$1.90$0.18$0.07$0.12
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.67$0.00$1.67$0.13$0.02$0.11
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.85$0.00$1.85$0.20$0.01$0.21
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.05$0.00$2.05$0.93$0.02$0.91
2019Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.08$0.00$0.08
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.02$0.00$1.02$0.18$0.28$0.46
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.98$0.48$1.50$0.51$0.18$0.33
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.52$0.37$1.15$0.17$0.07$0.10
2015Detailed filing. Detailed filing data is available for this year.$1.15$0.09$1.06$0.17$0.14$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.73$0.56$1.17$0.13$0.04$0.10
2013Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.04$0.02$0.02
2012Detailed filing. Detailed filing data is available for this year.$1.17$0.32$0.85$0.17
2011Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.16
2010Detailed filing. Detailed filing data is available for this year.$0.99$0.48$0.51$0.01