Civic Intelligence

Roberta and Roger Arling Private Foundation

990PF • Fiscal year 2014 • EIN 31-1653037

Jan 01, 2014 to Dec 31, 2014 • Filed on Oct 19, 2015

Organization Profile
400 Riverboat Row No 1004Newport, KY 41071

(812) 537-3197

Siviq Scores

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

Liabilities / Assets

88th percentile

0.33x

Higher debt load relative to assets than 88% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

99th percentile

4.20x

Higher debt load relative to revenue than 99% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

95th percentile

74%

Higher net margin than 95% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

91st percentile

83%

Faster asset growth than 91% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

97th percentile

254%

Faster revenue growth than 97% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets88th percentile

Assets

Up

$173,318

Up $78,633 (+83%) from 2013

Net Assets

Up

$116,872

Up $22,198 (+23%) from 2013

Liabilities

Up

$56,446

Up $56,435 (+513045%) from 2013

Revenue And Expenses
Liabilities / Revenue99th percentileNet Margin95th percentile

Revenue

Up

$13,430

Up $9,633 (+254%) from 2013

Expenses

Up

$3,501

Up $1,745 (+99%) from 2013

Net Income

Up

$9,929

Up $7,888 (+386%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth91st 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

2014

Assets$173,318
Liabilities$56,446
Net Assets$116,872
Open 2014 Filing

Operations Trend

Revenue Growth97th percentile

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

2014

Revenue$13,430
Expenses$3,501
Net Income$9,929
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Oct 19, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

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

Filer

Filer Name
Roberta and Roger Arling Private Foundation
EIN
31-1653037
Phone
8125373197
Address
400 RIVERBOAT ROW NO 1004, NEWPORT, KY 41071

Signing Officer

Name
Stephen W Arling
Title
President
Phone
8125373197
Signed
2015-10-19
Discuss with paid preparer
Yes

Preparer

Firm
Vonlehman & Company Inc
Address
250 GRANDVIEW DR SUITE 300, FT MITCHELL, KY 41017
Preparer
Theodore J Funk
Phone
8593313300
Raw XML Appendix326 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/MethodOfAccountingCashInd0X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0GREGORY ARLING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ROGER R ARLING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JEFFERY ARLING
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt04422 OAKVILLE DR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1400 RIVERBOAT ROW 1004
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IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0ROGER R ARLING DBA ARLING MANAGEME
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0400 RIVERBOAT ROW SUITE 1004
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NEWPORT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0KY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd041071
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0KY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum08593313300
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd01
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0GREGORY ARLING
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1ROGER R ARLING
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm2JEFFERY 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/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt03589
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0533
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0533
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0533
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0533
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt03056
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0TAXES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OTHER
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt055
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt162
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0949
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FIDELITY - SUBSTITUE PAYMENTS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0949
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0949
OtherIncreasesSchedule/OtherIncreasesDetail/Amt012269
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED CAPITAL GAIN
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt011
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0MARGIN DEBIT BALANCE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt056446
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0462
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0462
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN W ARLING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08125373197
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-10-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROBERTA AND ROGER ARLING PRIVATE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0311653037
ReturnHeader/Filer/PhoneNum08125373197
ReturnHeader/Filer/USAddress/AddressLine1Txt0400 RIVERBOAT ROW NO 1004
ReturnHeader/Filer/USAddress/CityNm0NEWPORT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd041071
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0310905417
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0VONLEHMAN & COMPANY INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0250 GRANDVIEW DR SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FT MITCHELL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd041017
ReturnHeader/PreparerPersonGrp/PhoneNum08593313300
ReturnHeader/PreparerPersonGrp/PreparationDt02015-10-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THEODORE J FUNK
ReturnHeader/ReturnTs02015-11-12T09:18:23-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$173,318
Liabilities
$56,446
Net assets
$116,872
Revenue
$13,430
Expenses
$3,501
Net income
$9,929
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • <$500k nonprofits