Civic Intelligence

Joseph P Roberson Foundation

990PF • Fiscal year 2019 • EIN 94-3148459

Oct 01, 2018 to Sep 30, 2019 • Filed on Dec 13, 2019

Organization Profile
6975 Warbler WaySacramento, CA 95831

(916) 391-3516

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

23rd percentile

-14%

Higher net margin than 23% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

43rd percentile

-1.0%

Faster asset growth than 43% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

29th percentile

-14%

Faster revenue growth than 29% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$386,066

Down $3,794 (-1.0%) from 2018

Net Assets

Down

$386,066

Down $3,794 (-1.0%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin23rd percentile

Revenue

Down

$27,756

Down $4,682 (-14%) from 2018

Expenses

Down

$31,550

Down $20,378 (-39%) from 2018

Net Income

Up

-$3,794

Up $15,696 (+81%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth43rd 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

2019

Assets$386,066
Liabilities$0
Net Assets$386,066
Open 2019 Filing

Operations Trend

Revenue Growth29th percentile

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

2019

Revenue$27,756
Expenses$31,550
Net Income-$3,794
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2018 to Sep 30, 2019
Signed
Dec 13, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Victoria Wheelock MDDirector-$0--
Judy RobersonPresident-$0--
Christine GarciaSecretary-$0--
Joann MurphyTreasurer-$0--
Ed MurphyDirector-$0--
Matt RobersonDirector-$0--
Sherry McCullochDirector-$0--
Filing and Contact Details

Filer

Filer Name
Joseph P Roberson Foundation
EIN
94-3148459
Phone
9163913516
Address
6975 Warbler Way, Sacramento, CA 95831

Signing Officer

Name
Judy M Roberson
Title
President
Signed
2019-12-13
Discuss with paid preparer
Yes

Preparer

Firm
Brotemarkle Davis & Co LLP
Address
899 ADAMS ST STE H, SAINT HELENA, CA 94574-1160
Preparer
Guy W Carl
Phone
7079634466
Raw XML Appendix307 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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AppliedToPriorYearElection/ElectionDesc0Pursuant to Regulation 53.4942(a)-3(c)(2)(iv), the foundation hereby elects to treat, as a current distibution out of corpus, the following unused prior years distributions that were treated as corpus distributions under Regulation 53.4942(a)-3(d)(1)(iii) in such prior tax year: Tax Year: 2013 Amount: 3436 Tax Year: 2014 Amount: 18471
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Victoria Wheelock MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Judy Roberson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Christine Garcia
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Joann Murphy
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Ed Murphy
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5Matt Roberson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6Sherry McCulloch
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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/ComplyWithPublicInspRqrInd0false
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt06975 Warbler Way
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Sacramento
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd095831
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Judy Roberson
IRS990PF/StatementsRegardingActyGrp/PhoneNum09163913516
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0www.jprobersonfoundation.org
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt025000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Research to find treatments for people with Huntington's disease.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0University of California Davis
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0n/a
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0n/a
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02315 Stockton Blvd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Sacramento
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd095817
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt025000
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
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt021907
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt021907
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt045000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt014237
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt035000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt035200
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt03436
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt021907
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0135966
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt025000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt045000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt014237
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt035000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt016729
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt025000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0135966
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0132873
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt025000
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Collection Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Insurance
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Investment Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt02226
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt099
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11670
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt22226
TaxesSchedule/TaxesDetail/Amt030
TaxesSchedule/TaxesDetail/Amt125
TaxesSchedule/TaxesDetail/CategoryTxt0State Filing Fee
TaxesSchedule/TaxesDetail/CategoryTxt1State Registration Renewal Fee
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Judy M Roberson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-12-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Joseph P Roberson Foundation
ReturnHeader/Filer/BusinessNameControlTxt0JOSE
ReturnHeader/Filer/EIN0943148459
ReturnHeader/Filer/PhoneNum09163913516
ReturnHeader/Filer/USAddress/AddressLine1Txt06975 Warbler Way
ReturnHeader/Filer/USAddress/CityNm0Sacramento
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095831
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0680219846
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Brotemarkle Davis & Co LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0899 ADAMS ST STE H
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAINT HELENA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0945741160
ReturnHeader/PreparerPersonGrp/PhoneNum07079634466
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Guy W Carl
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-12-13T11:13:01-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-10-01
ReturnHeader/TaxPeriodEndDt02019-09-30
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$386,066
Liabilities
$0
Net assets
$386,066
Revenue
$27,756
Expenses
$31,550
Net income
-$3,794
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