Civic Intelligence

Roper Foundation

990PF • Fiscal year 2017 • EIN 63-1260549

Aug 01, 2016 to Jul 31, 2017 • Filed on Jun 14, 2018

1080 County Road 55Moundville, AL 35474

(205) 914-4195

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Net Margin

11th percentile

-33%

Higher net margin than 11% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Asset Growth

28th percentile

-3.0%

Faster asset growth than 28% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

70th percentile

20%

Faster revenue growth than 70% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Down

$510,431

Down $15,705 (-3.0%) from 2016

Net Assets

Down

$510,431

Down $15,705 (-3.0%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$47,125

Up $7,814 (+20%) from 2016

Expenses

Down

$62,830

Down $6,725 (-9.7%) from 2016

Net Income

Up

-$15,705

Up $14,539 (+48%) from 2016

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2010: $504,389Liabilities 2010: $0Net Assets 2010: $504,3892010Assets 2011: $531,680Liabilities 2011: $10,000Net Assets 2011: $521,6802011Assets 2012: $534,709Liabilities 2012: $48,000Net Assets 2012: $486,7092012Assets 2013: $529,499Liabilities 2013: $0Net Assets 2013: $529,4992013Assets 2014: $556,070Liabilities 2014: $0Net Assets 2014: $556,0702014Assets 2015: $556,380Liabilities 2015: $0Net Assets 2015: $556,3802015Assets 2016: $526,136Liabilities 2016: $0Net Assets 2016: $526,1362016Assets 2017: $510,431Liabilities 2017: $0Net Assets 2017: $510,4312017Assets 2018: $511,292Liabilities 2018: $19,835Net Assets 2018: $491,4572018Assets 2019: $453,930Liabilities 2019: $0Net Assets 2019: $453,9302019Assets 2020: $388,617Liabilities 2020: $0Net Assets 2020: $388,6172020Assets 2021: $333,344Liabilities 2021: $0Net Assets 2021: $333,3442021Assets 2022: $269,243Liabilities 2022: $0Net Assets 2022: $269,2432022Assets 2023: $227,738Liabilities 2023: $0Net Assets 2023: $227,7382023Assets 2024: $200,186Liabilities 2024: $0Net Assets 2024: $200,1862024

Highlighted filing

2017

Assets$510,431
Liabilities$0
Net Assets$510,431

Operations Trend

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

$150K$100K$50K$0-$50K-$100KExpenses 2010: $60,2792010Expenses 2011: $54,8622011Expenses 2012: $23,4052012Expenses 2013: $67,9282013Revenue 2014: $105,362Expenses 2014: $54,574Net Income 2014: $50,7882014Revenue 2015: $91,085Expenses 2015: $70,581Net Income 2015: $20,5042015Revenue 2016: $39,311Expenses 2016: $69,555Net Income 2016: -$30,2442016Revenue 2017: $47,125Expenses 2017: $62,830Net Income 2017: -$15,7052017Revenue 2018: $51,093Expenses 2018: $70,067Net Income 2018: -$18,9742018Revenue 2019: $35,086Expenses 2019: $72,613Net Income 2019: -$37,5272019Revenue 2020: $11,891Expenses 2020: $50,932Net Income 2020: -$39,0412020Revenue 2021: $21,791Expenses 2021: $77,064Net Income 2021: -$55,2732021Revenue 2022: $11,096Expenses 2022: $75,197Net Income 2022: -$64,1012022Revenue 2023: $32,956Expenses 2023: $74,461Net Income 2023: -$41,5052023Revenue 2024: $50,995Expenses 2024: $78,507Net Income 2024: -$27,5122024

Highlighted filing

2017

Revenue$47,125
Expenses$62,830
Net Income-$15,705
Jump To
Filing Snapshot
Filing Period
Aug 1, 2016 to Jul 31, 2017
Signed
Jun 14, 2018
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RUTH ANN CUMBOBoard Member-$0--
BETSY ROGERSBoard Member-$0--
CHARLIE BURKEBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Roper Foundation
EIN
63-1260549
Phone
2059144195
Address
1080 COUNTY ROAD 55, MOUNDVILLE, AL 35474

Signing Officer

Name
Betsy Rogers
Title
Officer
Phone
2059144195
Signed
2018-06-14
Discuss with paid preparer
Yes

Preparer

Firm
Jamison Money Farmer Pc
Address
PO BOX 2347, TUSCALOOSA, AL 35403
Preparer
Christopher J Williams
Phone
2053458440
Raw XML Appendix359 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/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.359569
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IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0364
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt050000
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
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/IndividualWithBooksNm0BETSY ROGERS
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01080 COUNTY ROAD 55
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MOUNDVILLE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0AL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd035474
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02056654202
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt030000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0PREVENTION OF ANIMAL CRUELTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1PREVENTION OF ANIMAL CRUELTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2PREVENTION OF ANIMAL CRUELTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ANIMAL AID FUND INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1ANIMAL PROTECTION SOCIETY OF CASWELL COUNTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2SPCA OF PITTSYLVANIA COUNTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt07428 HAPPY HOLLOW ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1836 COUNTY HOME ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 936
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0TRUSSVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1YANCEYVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2CHATHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd035173
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd127379
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd224531
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt050000
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/AppliedToCurrentYearAmt030976
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt030976
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt019798
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt017281
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt056103
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt019024
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt019798
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt017281
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt050000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt019024
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt056103
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt037079
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt010702
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010702
TaxesSchedule/TaxesDetail/Amt0278
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BETSY ROGERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum02059144195
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-06-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROPER FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROPE
ReturnHeader/Filer/EIN0631260549
ReturnHeader/Filer/PhoneNum02059144195
ReturnHeader/Filer/USAddress/AddressLine1Txt01080 COUNTY ROAD 55
ReturnHeader/Filer/USAddress/CityNm0MOUNDVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd035474
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId040BF2096799E1EC535BFD8441757E7BA1FECF4D7
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId02818CFFA257974B602AE0ACDD007C4D304D71C55
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt012.31.28.110
ReturnHeader/FilingSecurityInformation/IPDt02018-06-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm008:49:40
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0630933119
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JAMISON MONEY FARMER PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 2347
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TUSCALOOSA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd035403
ReturnHeader/PreparerPersonGrp/PhoneNum02053458440
ReturnHeader/PreparerPersonGrp/PreparationDt02018-06-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTOPHER J WILLIAMS
ReturnHeader/ReturnTs02018-06-15T09:28:09-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-08-01
ReturnHeader/TaxPeriodEndDt02017-07-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.51$0.79$0.28
2023Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$0.33$0.74$0.42
2022Detailed filing. Detailed filing data is available for this year.$2.69$0.00$2.69$0.11$0.75$0.64
2021Detailed filing. Detailed filing data is available for this year.$3.33$0.00$3.33$0.22$0.77$0.55
2020Detailed filing. Detailed filing data is available for this year.$3.89$0.00$3.89$0.12$0.51$0.39
2019Detailed filing. Detailed filing data is available for this year.$4.54$0.00$4.54$0.35$0.73$0.38
2018Detailed filing. Detailed filing data is available for this year.$5.11$0.20$4.91$0.51$0.70$0.19
2017Detailed filing. Detailed filing data is available for this year.$5.10$0.00$5.10$0.47$0.63$0.16
2016Detailed filing. Detailed filing data is available for this year.$5.26$0.00$5.26$0.39$0.70$0.30
2015Detailed filing. Detailed filing data is available for this year.$5.56$0.00$5.56$0.91$0.71$0.21
2014Detailed filing. Detailed filing data is available for this year.$5.56$0.00$5.56$1.05$0.55$0.51
2013Detailed filing. Detailed filing data is available for this year.$5.29$0.00$5.29$0.68
2012Detailed filing. Detailed filing data is available for this year.$5.35$0.48$4.87$0.23
2011Detailed filing. Detailed filing data is available for this year.$5.32$0.10$5.22$0.55
2010Detailed filing. Detailed filing data is available for this year.$5.04$0.00$5.04$0.60