Civic Intelligence

Joseph P Roberson Foundation

990PF • Fiscal year 2012 • EIN 94-3148459

Oct 01, 2011 to Sep 30, 2012 • Filed on Feb 04, 2013

Organization Profile
6975 Warbler Way95831
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2012 filings • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

36th percentile

-4.6%

Faster asset growth than 36% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$434,668

Down $21,155 (-4.6%) from 2011

Net Assets

$434,668

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$41,833

Up $1,381 (+3.4%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$600K$400K$200K$0Assets 2010: $466,287Liabilities 2010: $0Net Assets 2010: $466,2872010Assets 2011: $455,823Liabilities 2011: $12011Assets 2012: $434,668Liabilities 2012: $0Net Assets 2012: $434,6682012Assets 2013: $411,211Liabilities 2013: $0Net Assets 2013: $411,2112013Assets 2014: $418,991Liabilities 2014: $0Net Assets 2014: $418,9912014Assets 2015: $410,242Liabilities 2015: $0Net Assets 2015: $410,2422015Assets 2016: $386,748Liabilities 2016: $0Net Assets 2016: $386,7482016Assets 2017: $409,350Liabilities 2017: $0Net Assets 2017: $409,3502017Assets 2018: $389,860Liabilities 2018: $0Net Assets 2018: $389,8602018Assets 2019: $386,066Liabilities 2019: $0Net Assets 2019: $386,0662019Assets 2020: $397,579Liabilities 2020: $0Net Assets 2020: $397,5792020Assets 2021: $404,968Liabilities 2021: $0Net Assets 2021: $404,9682021Assets 2022: $396,815Liabilities 2022: $0Net Assets 2022: $396,8152022Assets 2023: $401,493Liabilities 2023: $0Net Assets 2023: $401,4932023Assets 2024: $403,847Liabilities 2024: $0Net Assets 2024: $403,8472024Assets 2025: $437,771Liabilities 2025: $0Net Assets 2025: $437,7712025

Highlighted filing

2012

Assets$434,668
Liabilities$0
Net Assets$434,668
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KExpenses 2010: $41,1522010Revenue 2011: $29,988Expenses 2011: $40,452Net Income 2011: -$10,4642011Expenses 2012: $41,8332012Expenses 2013: $51,0122013Revenue 2014: $49,028Expenses 2014: $41,248Net Income 2014: $7,7802014Revenue 2015: $33,381Expenses 2015: $42,130Net Income 2015: -$8,7492015Revenue 2016: $18,176Expenses 2016: $41,670Net Income 2016: -$23,4942016Revenue 2017: $43,830Expenses 2017: $21,228Net Income 2017: $22,6022017Revenue 2018: $32,438Expenses 2018: $51,928Net Income 2018: -$19,4902018Revenue 2019: $27,756Expenses 2019: $31,550Net Income 2019: -$3,7942019Revenue 2020: $41,648Expenses 2020: $30,135Net Income 2020: $11,5132020Revenue 2021: $48,263Expenses 2021: $40,874Net Income 2021: $7,3892021Revenue 2022: $36,770Expenses 2022: $42,271Net Income 2022: -$5,5012022Revenue 2023: $37,473Expenses 2023: $32,795Net Income 2023: $4,6782023Revenue 2024: $36,125Expenses 2024: $33,771Net Income 2024: $2,3542024Revenue 2025: $68,548Expenses 2025: $34,624Net Income 2025: $33,9242025

Highlighted filing

2012

Revenue-
Expenses$41,833
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2011 to Sep 30, 2012
Signed
Feb 4, 2013
Return Version
2011v1.5
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sherry McCullochDirector-$0--
Lisa MurphyDirector-$0--
Ed MurphyDirector-$0--
Joann MurphyTreasurer-$0--
Christine GarciaSecretary-$0--
Judy RobersonPresident-$0--
Victoria Wheelock MDDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUniversity of California DavisTo care for people with Huntington's diseasen/aSacramento, CA, US$35,000
Filing and Contact Details

Filer

EIN
94-3148459
Raw XML Appendix291 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/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01.00
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation60
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0Sherry McCulloch
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1Lisa Murphy
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2Ed Murphy
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3Joann Murphy
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName4Christine Garcia
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName5Judy Roberson
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName6Victoria Wheelock MD
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title6Director
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine106975 Warbler Way
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine166975 Warbler Way
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0Sacramento
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0To care for people with Huntington's disease
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OtherExpensesSchedule/OtherExpenses/Description2Achievement Award
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OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks11490
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks2100
TaxesSchedule/Taxes/Amount025
TaxesSchedule/Taxes/Amount110
TaxesSchedule/Taxes/Amount2231
TaxesSchedule/Taxes/Category0State Registration Renewal Fee
TaxesSchedule/Taxes/Category1State Filing Fee
TaxesSchedule/Taxes/Category2Federal tax
TaxesSchedule/Taxes/NetInvestmentIncome0231
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0943148459
ReturnHeader/Filer/Name/BusinessNameLine10Joseph P Roberson Foundation
ReturnHeader/Filer/NameControl0JOSE
ReturnHeader/Filer/Phone09163913516
ReturnHeader/Filer/USAddress/AddressLine106975 Warbler Way
ReturnHeader/Filer/USAddress/City0Sacramento
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode095831
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-02-04
ReturnHeader/Officer/Name0Judy M Roberson
ReturnHeader/Officer/Title0President
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Brotemarkle Davis & Co LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10899 ADAMS ST STE H
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0SAINT HELENA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0945741160
ReturnHeader/Preparer/Name0Guy W Carl
ReturnHeader/Preparer/Phone07079634466
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-10-01
ReturnHeader/TaxPeriodEndDate02012-09-30
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02013-02-04T12:36:05-08:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$434,668
Liabilities
$0
Net assets
$434,668
Revenue
-
Expenses
$41,833
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.38$0.00$4.38$0.69$0.35$0.34
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.04$0.00$4.04$0.36$0.34$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.01$0.00$4.01$0.37$0.33$0.05
2022Detailed filing. Detailed filing data is available for this year.$3.97$0.00$3.97$0.37$0.42$0.06
2021Detailed filing. Detailed filing data is available for this year.$4.05$0.00$4.05$0.48$0.41$0.07
2020Detailed filing. Detailed filing data is available for this year.$3.98$0.00$3.98$0.42$0.30$0.12
2019Detailed filing. Detailed filing data is available for this year.$3.86$0.00$3.86$0.28$0.32$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.90$0.00$3.90$0.32$0.52$0.19
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.09$0.00$4.09$0.44$0.21$0.23
2016Detailed filing. Detailed filing data is available for this year.$3.87$0.00$3.87$0.18$0.42$0.23
2015Detailed filing. Detailed filing data is available for this year.$4.10$0.00$4.10$0.33$0.42$0.09
2014Detailed filing. Detailed filing data is available for this year.$4.19$0.00$4.19$0.49$0.41$0.08
2013Detailed filing. Detailed filing data is available for this year.$4.11$0.00$4.11$0.51
2012Detailed filing. Detailed filing data is available for this year.$4.35$0.00$4.35$0.42
2011Summary only. Only limited summary data is available for this year.$4.56$0.00$0.30$0.40$0.10
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.66$0.00$4.66$0.41