Civic Intelligence

Joseph P Roberson Foundation

990PF • Fiscal year 2021 • EIN 94-3148459

Oct 01, 2020 to Sep 30, 2021 • Filed on Feb 10, 2022

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

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

59th percentile

15%

Higher net margin than 59% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

46th percentile

1.9%

Faster asset growth than 46% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

59th percentile

16%

Faster revenue growth than 59% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$404,968

Up $7,389 (+1.9%) from 2020

Net Assets

Up

$404,968

Up $7,389 (+1.9%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin59th percentile

Revenue

Up

$48,263

Up $6,615 (+16%) from 2020

Expenses

Up

$40,874

Up $10,739 (+36%) from 2020

Net Income

Down

$7,389

Down $4,124 (-36%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth46th 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

2021

Assets$404,968
Liabilities$0
Net Assets$404,968
Open 2021 Filing

Operations Trend

Revenue Growth59th 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

2021

Revenue$48,263
Expenses$40,874
Net Income$7,389
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2020 to Sep 30, 2021
Signed
Feb 10, 2022
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay78th 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
2022-02-10
Discuss with paid preparer
Yes

Preparer

Firm
Brotemarkle Davis & Company Llp
Address
1000 MAIN ST STE 250, NAPA, CA 94559
Preparer
Guy W Carl
Phone
7079634466
Raw XML Appendix296 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: 2015 Amount: 25038 Tax Year: 0 Amount: 0
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Victoria Wheelock MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Judy Roberson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Christine Garcia
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6Sherry McCulloch
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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/TotalGrantOrContriPdDurYrAmt035000
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/DistributableAsAdjustedAmt025038
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt025038
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt025000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt025000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt045000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt014237
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt029700
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt025038
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt04662
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0144237
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt035000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt025000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt025000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt045000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt014237
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt035000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0148899
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0138937
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt035000
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Alice Hinkle
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt03420 Garland Street
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Wheat Ridge
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd080033
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt05000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Collection Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Investment Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt02454
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0161
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt12454
TaxesSchedule/TaxesDetail/Amt0564
TaxesSchedule/TaxesDetail/Amt120
TaxesSchedule/TaxesDetail/Amt225
TaxesSchedule/TaxesDetail/CategoryTxt0Federal Tax
TaxesSchedule/TaxesDetail/CategoryTxt1State Filing Fee
TaxesSchedule/TaxesDetail/CategoryTxt2State Registration Renewal Fee
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0564
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Judy M Roberson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-02-10
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 & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01000 MAIN ST STE 250
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NAPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094559
ReturnHeader/PreparerPersonGrp/PhoneNum07079634466
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Guy W Carl
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-02-10T14:57:28-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Judy M
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Roberson
ReturnHeader/TaxPeriodBeginDt02020-10-01
ReturnHeader/TaxPeriodEndDt02021-09-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$404,968
Liabilities
$0
Net assets
$404,968
Revenue
$48,263
Expenses
$40,874
Net income
$7,389
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