Civic Intelligence

The Roman Fund Inc

EIN 47-3964005 • 501(c)3 • Upland, CA

Profile

To assist special needs children and their parents

245 E 24th StreetUpland, CA 91784

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2019

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2019

Net Margin

3rd percentile

-1257%

Higher net margin than 3% of similar nonprofits.

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

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

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

Asset Growth

13th percentile

-88%

Faster asset growth than 13% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

5th percentile

-98%

Faster revenue growth than 5% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$4,359

Down $31,087 (-88%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$4,359

Down $30,335 (-87%) from 2018

Operations
Liabilities / RevenueScore unavailableNet Margin3rd percentile

Revenue

Down

$2,413

Down $102,251 (-98%) from 2018

Expenses

Down

$32,748

Down $48,971 (-60%) from 2018

Net Income

Down

-$30,335

Down $53,280 (-232%) from 2018

Trend Graphs

Balance Sheet Trend

Asset Growth13th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2015: $41,670Liabilities 2015: $5,098Net Assets 2015: $36,5722015Assets 2016: $33,092Net Assets 2016: $33,0922016Assets 2017: $11,749Net Assets 2017: $11,7492017Assets 2018: $35,446Liabilities 2018: $752Net Assets 2018: $34,6942018Assets 2019: $4,359Net Assets 2019: $4,3592019

Highlighted filing

2019

Assets$4,359
Liabilities-
Net Assets$4,359
Open 2019 Filing

Operations Trend

Revenue Growth5th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2015: $99,182Expenses 2015: $62,610Net Income 2015: $36,5722015Revenue 2016: $145,013Expenses 2016: $148,493Net Income 2016: -$3,4802016Revenue 2017: $8,222Expenses 2017: $29,565Net Income 2017: -$21,3432017Revenue 2018: $104,664Expenses 2018: $81,719Net Income 2018: $22,9452018Revenue 2019: $2,413Expenses 2019: $32,748Net Income 2019: -$30,3352019

Highlighted filing

2019

Revenue$2,413
Expenses$32,748
Net Income-$30,335
Open 2019 Filing

Filings

Most recent year

2019 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$4,359
Liabilities
-
Net assets
$4,359
Revenue
$2,413
Expenses
$32,748
Net income
-$30,335
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.04$0.04$0.02$0.33$0.30
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.35$0.01$0.35$1.05$0.82$0.23
2017Detailed filing. Detailed filing data is available for this year.$0.12$0.12$0.08$0.30$0.21
2016Detailed filing. Detailed filing data is available for this year.$0.33$0.33$1.45$1.48$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.42$0.05$0.37$0.99$0.63$0.37
Latest Detailed Filing

The latest 2019 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2017 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 13, 2018
Return Version
2017v2.2
Gross Receipts
$8,222
Mission and Program Overview

Mission

To assist special needs children and their parents

Program Services

DescriptionGrantsExpenses
Assist special needs children and their parents through grant to advocasy group.$7,184$12,625
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jenny MartinezPresidentPT$0--
Roland MartinezVice PresidentPT$0--
Martha GossVice President-$0--
Torrence HowellTreasurer-$0--
Cathrine LauraSecretary-$0--
Filing and Contact Details

Filer

Filer Name
The Roman Fund Inc
EIN
47-3964005
Address
245 E 24th Street, Upland, CA 91784

Signing Officer

Name
Jenny Martinez
Title
President
Signed
2018-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Robert C Dye EA
Address
433 West Allen Avenue Suite 103, San Dimas, CA 91773
Preparer
Cathie D Bagwell EA
Phone
2133041323
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Donee's Name: C. Russell, Advocate ABC | Donee's Address: 8945 Rose Avenue Montclaire CA 91763 | Cash Amount Given: $12625”

Other Expenses.1002

“Office Expenses $4641”

Other Expenses.1005

“Travel $1500”

Other Expenses.1

“Contract Services $2035”

Other Expenses.2

“Food/Catering $703”

Other Expenses.3

“Entertainment $123”

Raw XML Appendix150 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/PersonNm0Jenny Martinez
IRS990EZ/BooksInCareOfDetail/PhoneNum09095182909
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0245 East 24th Street
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Upland
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd091784
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt033092
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt011749
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt08222
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-21343
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt07938
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt033092
IRS990EZ/Form990TotalAssetsGrp/EOYAmt011749
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt012625
IRS990EZ/GrossReceiptsAmt08222
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt033092
IRS990EZ/NetAssetsOrFundBalancesEOYAmt011749
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt033092
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt011749
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt43.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jenny Martinez
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Roland Martinez
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Martha Goss
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Torrence Howell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Cathrine Laura
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt09002
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To assist special needs children and their parents
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Assist special needs children and their parents through grant to advocasy group.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt07184
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt012625
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt029565
IRS990EZ/TotalProgramServiceExpensesAmt07184
IRS990EZ/TotalRevenueAmt08222
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt08222
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0145013
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt099182
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0252417
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0252417
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt08222
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0145013
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt099182
IRS990ScheduleA/Total509Grp/TotalAmt0252417
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt08222
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0145013
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt099182
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0252417
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: C. Russell, Advocate ABC | Donee's Address: 8945 Rose Avenue Montclaire CA 91763 | Cash Amount Given: $12625
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $4641
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Travel $1500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Contract Services $2035
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Food/Catering $703
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Entertainment $123
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jenny Martinez
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Roman Fund Inc
ReturnHeader/Filer/BusinessNameControlTxt0ROMA
ReturnHeader/Filer/EIN0473964005
ReturnHeader/Filer/USAddress/AddressLine1Txt0245 E 24th Street
ReturnHeader/Filer/USAddress/CityNm0Upland
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091784
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0953519759
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Robert C Dye EA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0433 West Allen Avenue Suite 103
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Dimas
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091773
ReturnHeader/PreparerPersonGrp/PhoneNum02133041323
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Cathie D Bagwell EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-11-13T14:20:22-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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