Civic Intelligence

Wendell and Inez Robie Foundation

990PF • Fiscal year 2018 • EIN 94-2764542

May 01, 2017 to Apr 30, 2018 • Filed on Aug 22, 2018

Organization Profile
PO Box 714Foresthill, CA 95631

(530) 367-4332

Siviq Scores

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

Liabilities / Assets

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Net Margin

16th percentile

-21%

Higher net margin than 16% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Source year 2018

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.

2018 filings • $500k-$1M nonprofits • Source year 2018

Asset Growth

43rd percentile

-0.6%

Faster asset growth than 43% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

40th percentile

-0.6%

Faster revenue growth than 40% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets37th percentile

Assets

Down

$832,204

Down $4,610 (-0.6%) from 2017

Net Assets

Down

$832,204

Down $4,610 (-0.6%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin16th percentile

Revenue

Down

$21,848

Down $126 (-0.6%) from 2017

Expenses

Up

$26,458

Up $3,447 (+15%) from 2017

Net Income

Down

-$4,610

Down $3,573 (-345%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$1.0M$500K$0Assets 2011: $932,823Liabilities 2011: $2,2042011Assets 2012: $891,153Liabilities 2012: $2,4292012Assets 2013: $852,586Liabilities 2013: $02013Assets 2014: $839,510Liabilities 2014: $02014Assets 2015: $835,082Liabilities 2015: $0Net Assets 2015: $835,0822015Assets 2016: $837,851Liabilities 2016: $0Net Assets 2016: $837,8512016Assets 2017: $836,814Liabilities 2017: $0Net Assets 2017: $836,8142017Assets 2018: $832,204Liabilities 2018: $0Net Assets 2018: $832,2042018Assets 2019: $827,438Liabilities 2019: $0Net Assets 2019: $827,4382019Assets 2020: $824,570Liabilities 2020: $0Net Assets 2020: $824,5702020Assets 2021: $837,775Liabilities 2021: $0Net Assets 2021: $837,7752021Assets 2022: $849,497Liabilities 2022: $0Net Assets 2022: $849,4972022Assets 2023: $856,588Liabilities 2023: $0Net Assets 2023: $856,5882023Assets 2024: $895,578Liabilities 2024: $0Net Assets 2024: $895,5782024

Highlighted filing

2018

Assets$832,204
Liabilities$0
Net Assets$832,204
Open 2018 Filing

Operations Trend

Revenue Growth40th percentile

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

$100K$50K$0-$50KRevenue 2011: $50,245Expenses 2011: $49,577Net Income 2011: $6682011Revenue 2012: $8,558Expenses 2012: $50,453Net Income 2012: -$41,8952012Revenue 2013: $8,971Expenses 2013: $45,109Net Income 2013: -$36,1382013Revenue 2014: $22,836Expenses 2014: $35,912Net Income 2014: -$13,0762014Revenue 2015: $23,081Expenses 2015: $27,509Net Income 2015: -$4,4282015Revenue 2016: $25,607Expenses 2016: $22,838Net Income 2016: $2,7692016Revenue 2017: $21,974Expenses 2017: $23,011Net Income 2017: -$1,0372017Revenue 2018: $21,848Expenses 2018: $26,458Net Income 2018: -$4,6102018Revenue 2019: $18,353Expenses 2019: $23,119Net Income 2019: -$4,7662019Revenue 2020: $25,101Expenses 2020: $27,969Net Income 2020: -$2,8682020Revenue 2021: $41,301Expenses 2021: $28,096Net Income 2021: $13,2052021Revenue 2022: $28,725Expenses 2022: $17,003Net Income 2022: $11,7222022Revenue 2023: $21,648Expenses 2023: $14,557Net Income 2023: $7,0912023Revenue 2024: $51,412Expenses 2024: $12,422Net Income 2024: $38,9902024

Highlighted filing

2018

Revenue$21,848
Expenses$26,458
Net Income-$4,610
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2017 to Apr 30, 2018
Signed
Aug 22, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CENA LARIMERTreasurerPT$0--
BREANN SOBERPresident-$0--
ELAINE DOWDENVice President-$0--
CODY SOBERDirector-$0--
JENNY O'DONNELLDirector-$0--
MATT FERRALDirector-$0--
Filing and Contact Details

Filer

Filer Name
Wendell and Inez Robie Foundation
EIN
94-2764542
Phone
5303674332
Address
PO BOX 714, FORESTHILL, CA 95631

Signing Officer

Name
Breann Sober
Title
President
Signed
2018-08-22
Discuss with paid preparer
Yes

Preparer

Firm
Merrill Accountancy Corp
Address
1519 Lincoln Way, Auburn, CA 95603
Preparer
Lorelie A Schaitberger
Phone
5308853797
Raw XML AppendixShowing 400 of 411 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1559.441 LORD ABBET SHORT DURATION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2226.187 METROPOLITAN WEST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc383.673 DFA US LARGE CAP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4112.445 AMERICAN EUROPACIFIC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5381.432 PIMCO TOTAL RETURN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc615.000 ISHARES TR RUSSELL 2000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc742.021 FIDELITY 500 INDEX PREM CL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8226.605 DFA EMERGING MRKTS CORE EQ
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc941.609 AMERICAN EUROPACIFIC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1033.000 ISHARES TR RUSSELL 2000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1112257.428 LORD ABBET SHORT DURATION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-07-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-07-13
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72018-02-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82018-02-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92018-02-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102018-02-22
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IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 714
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0FORESTHILL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd095631
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0CENA LARIMER
IRS990PF/StatementsRegardingActyGrp/PhoneNum05303674332
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0true
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0ROBIE EQUESTRIAN PARK - CLEAN UP BATHROOMS AND PUMP HOUSE;FILLED WATER TANK; TOUCH-UP PAINTING; SERVICED GENERATOR; UPDATED KIOSK INFORMATION;PLACED NEW TRAIL SIGNS; STRAW SPREADING; TREE FALLING, LIMBING, CHIPPING, ONGOING TRAIL MAINTENANCE AND BRUSH CLEARING AROUND PARK
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt04855
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0BREANN SOBER
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0FORESTHILL
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd095631
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0MAINTENANCE OF CALIFORNIA SIERRA NEVADA HISTORIC TRAILS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
LandEtcSchedule2/LandEtcGrp/BookValueAmt07123
LandEtcSchedule2/LandEtcGrp/BookValueAmt15374
LandEtcSchedule2/LandEtcGrp/BookValueAmt2330221
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0Machinery and Equipment
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt1Improvements
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt2Land
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt07123
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt15374
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt2330221
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt07123
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt1216131
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt2119464
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Rounding
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0CORPORATE FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2MISC BASIS ADJ
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3REPAIRS/MAINT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4ROBIE EQUESTRIAN PARK MAINT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5TELEPHONE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt020
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt11927
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2486
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt34855
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt41179
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0756
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt020
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11927
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2756
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3486
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt44855
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt51179
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt07056
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0SAVANT ADVISOR FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt07056
TaxesSchedule/TaxesDetail/Amt0163
TaxesSchedule/TaxesDetail/Amt11914
TaxesSchedule/TaxesDetail/CategoryTxt0INCOME TAX
TaxesSchedule/TaxesDetail/CategoryTxt1PROPERTY TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt01914
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0163
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BREANN SOBER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WENDELL AND INEZ ROBIE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WEND
ReturnHeader/Filer/EIN0942764542
ReturnHeader/Filer/PhoneNum05303674332
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 714
ReturnHeader/Filer/USAddress/CityNm0FORESTHILL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095631
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461244952
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Merrill Accountancy Corp

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$832,204
Liabilities
$0
Net assets
$832,204
Revenue
$21,848
Expenses
$26,458
Net income
-$4,610
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$8.96$0.00$8.96$0.51$0.12$0.39
2023Detailed filing. Detailed filing data is available for this year.$8.57$0.00$8.57$0.22$0.15$0.07
2022Detailed filing. Detailed filing data is available for this year.$8.49$0.00$8.49$0.29$0.17$0.12
2021Detailed filing. Detailed filing data is available for this year.$8.38$0.00$8.38$0.41$0.28$0.13
2020Detailed filing. Detailed filing data is available for this year.$8.25$0.00$8.25$0.25$0.28$0.03
2019Detailed filing. Detailed filing data is available for this year.$8.27$0.00$8.27$0.18$0.23$0.05
2018Detailed filing. Detailed filing data is available for this year.$8.32$0.00$8.32$0.22$0.26$0.05
2017Detailed filing. Detailed filing data is available for this year.$8.37$0.00$8.37$0.22$0.23$0.01
2016Detailed filing. Detailed filing data is available for this year.$8.38$0.00$8.38$0.26$0.23$0.03
2015Detailed filing. Detailed filing data is available for this year.$8.35$0.00$8.35$0.23$0.28$0.04
2014Summary only. Only limited summary data is available for this year.$8.40$0.00$0.23$0.36$0.13
2013Summary only. Only limited summary data is available for this year.$8.53$0.00$0.09$0.45$0.36
2012Summary only. Only limited summary data is available for this year.$8.91$0.02$0.09$0.50$0.42
2011Summary only. Only limited summary data is available for this year.$9.33$0.02$0.50$0.50$0.01