Civic Intelligence

Joseph P Roberson Foundation

990PF • Fiscal year 2024 • EIN 94-3148459

Oct 01, 2023 to Sep 30, 2024 • Filed on Jan 23, 2025

6975 Warbler WaySacramento, CA 95831

(916) 804-3488

Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Net Margin

57th percentile

6.5%

Higher net margin than 57% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • <$500k nonprofits • Source year 2024

Asset Growth

51st percentile

0.6%

Faster asset growth than 51% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

40th percentile

-3.6%

Faster revenue growth than 40% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$403,847

Up $2,354 (+0.6%) from 2023

Net Assets

Up

$403,847

Up $2,354 (+0.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue

Down

$36,125

Down $1,348 (-3.6%) from 2023

Expenses

Up

$33,771

Up $976 (+3.0%) from 2023

Net Income

Down

$2,354

Down $2,324 (-50%) from 2023

Historical Trend

Balance Sheet Trend

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

2024

Assets$403,847
Liabilities$0
Net Assets$403,847

Operations Trend

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

2024

Revenue$36,125
Expenses$33,771
Net Income$2,354
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Jan 23, 2025
Return Version
2023v6.0
Compensation and Service Providers

Employees

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

Filer

Filer Name
Joseph P Roberson Foundation
EIN
94-3148459
Phone
9168043488
Address
6975 Warbler Way, Sacramento, CA 95831

Signing Officer

Name
Judy Roberson
Title
President
Signed
2025-01-23
Discuss with paid preparer
Yes

Preparer

Firm
Croce Sanguinetti & Vander Veen Inc
Address
3520 Brookside Rd Ste 141, Stockton, CA 95219
Preparer
Donnie M Hernandez
Phone
2099381010
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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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd6CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd095831
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd195669
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd295608
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd395864
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd494904
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd594597
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd695831
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt031256
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt031256
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
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/PhoneNum09168043488
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0www.jprobersonfoundation.org
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt028000
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/TotalGrantOrContriPdDurYrAmt028000
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/AppliedToCurrentYearAmt023947
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt023947
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt08614
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt011170
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt035000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt025000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt025000
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt025000
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt087093
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt07309
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt08614
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt011170
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt035000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt025000
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt031256
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt07309
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0112093
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0104784
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0COLLECTION FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0124
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt11687
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt02355
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0124
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11687
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt22355
TaxesSchedule/TaxesDetail/Amt0160
TaxesSchedule/TaxesDetail/Amt145
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX
TaxesSchedule/TaxesDetail/CategoryTxt1STATE REGISTRATION RENEWAL FEE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt045
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0160
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Judy Roberson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-01-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Joseph P Roberson Foundation
ReturnHeader/Filer/BusinessNameControlTxt0JOSE
ReturnHeader/Filer/EIN0943148459
ReturnHeader/Filer/PhoneNum09168043488
ReturnHeader/Filer/USAddress/AddressLine1Txt06975 Warbler Way
ReturnHeader/Filer/USAddress/CityNm0Sacramento
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095831
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0462854746
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Croce Sanguinetti & Vander Veen Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03520 Brookside Rd Ste 141
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Stockton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095219
ReturnHeader/PreparerPersonGrp/PhoneNum02099381010
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Donnie M Hernandez
ReturnHeader/ReturnTs02025-01-23T10:08:00-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-10-01
ReturnHeader/TaxPeriodEndDt02024-09-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
2024Detailed filing. Detailed filing data is available for this year.$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