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Joseph P Roberson Foundation

  • Sacramento, CA
  • Tax-exempt since Feb. 1992
  • EIN: 94-3148459

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$36.1k (2024)

Expenses
$33.8k (2024)

Total Assets
$404k (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Sept.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$36,125
Expenses
$33,771
Net Income
$2,354
Net Assets
$403,847
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $14,710
40.7%
Interest Revenue $0
Dividends $14,793
40.9%
Sales of Assets $6,622
18.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $31,256
92.6%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $403,847
Total Liabilities $0
Net Assets $403,847
Compensation
Key Employees and Officers Compensation Other
Judy Roberson (President) $0 $0
Joann Murphy (Treasurer) $0 $0
Christine Garcia (Secretary) $0 $0
Victoria Wheelock Md (Director) $0 $0
Edward Murphy (Director) $0 $0
Andy Roberson (Director) $0 $0
Sherry Mc Culloch (Director) $0 $0
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Document Links

990-PF
Filed on Jan. 23, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Sept.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$37,473
Expenses
$32,795
Net Income
$4,678
Net Assets
$401,493
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $27,060
72.2%
Interest Revenue $0
Dividends $13,701
36.6%
Sales of Assets -$3,288
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $30,627
93.4%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $401,493
Total Liabilities $0
Net Assets $401,493
Compensation
Key Employees and Officers Compensation Other
Judy Roberson (President) $0 $0
Joann Murphy (Treasurer) $0 $0
Christine Garcia (Secretary) $0 $0
Victoria Wheelock Md (Director) $0 $0
Edward Murphy (Director) $0 $0
Andy Roberson (Director) $0 $0
Sherry Mc Culloch (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on Feb. 27, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Sept.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$36,770
Expenses
$42,271
Net Income
-$5,501
Net Assets
$396,815
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $20,458
55.6%
Interest Revenue $0
Dividends $17,017
46.3%
Sales of Assets -$705
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $35,513
84.0%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $396,815
Total Liabilities $0
Net Assets $396,815
Compensation
Key Employees and Officers Compensation Other
Judy Roberson (President) $0 $0
Joann Murphy (Treasurer) $0 $0
Christine Garcia (Secretary) $0 $0
Victoria Wheelock Md (Director) $0 $0
Edward Murphy (Director) $0 $0
Matt Roberson (Director) $0 $0
Sherry Mc Culloch (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on July 8, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Sept.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$48,263
Expenses
$40,874
Net Income
$7,389
Net Assets
$404,968
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $14,215
29.5%
Interest Revenue $0
Dividends $12,829
26.6%
Sales of Assets $21,219
44.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $35,000
85.6%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $404,968
Total Liabilities $0
Net Assets $404,968
Compensation
Key Employees and Officers Compensation Other
Victoria Wheelock Md (Director) $0 $0
Judy Roberson (President) $0 $0
Christine Garcia (Secretary) $0 $0
Joann Murphy (Treasurer) $0 $0
Ed Murphy (Director) $0 $0
Matt Roberson (Director) $0 $0
Sherry Mc Culloch (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on Feb. 10, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Sept.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$41,648
Expenses
$30,135
Net Income
$11,513
Net Assets
$397,578
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $9,826
23.6%
Interest Revenue $0
Dividends $15,773
37.9%
Sales of Assets $16,049
38.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $25,000
83.0%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $397,579
Total Liabilities $1
Net Assets $397,578
Compensation
Key Employees and Officers Compensation Other
Victoria Wheelock Md (Director) $0 $0
Judy Roberson (President) $0 $0
Christine Garcia (Secretary) $0 $0
Joann Murphy (Treasurer) $0 $0
Ed Murphy (Director) $0 $0
Matt Roberson (Director) $0 $0
Sherry Mc Culloch (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on Feb. 10, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Sept.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$27,756
Expenses
$31,550
Net Income
-$3,794
Net Assets
$386,065
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $5,442
19.6%
Interest Revenue $0
Dividends $19,525
70.3%
Sales of Assets $2,789
10.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $25,000
79.2%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $386,066
Total Liabilities $1
Net Assets $386,065
Compensation
Key Employees and Officers Compensation Other
Victoria Wheelock Md (Director) $0 $0
Judy Roberson (President) $0 $0
Christine Garcia (Secretary) $0 $0
Joann Murphy (Treasurer) $0 $0
Ed Murphy (Director) $0 $0
Matt Roberson (Director) $0 $0
Sherry Mc Culloch (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on Dec. 13, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Sept.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$32,438
Expenses
$51,928
Net Income
-$19,490
Net Assets
$389,860
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $5,375
16.6%
Interest Revenue $0
Dividends $15,119
46.6%
Sales of Assets $11,944
36.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $45,000
86.7%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $389,860
Total Liabilities $0
Net Assets $389,860
Compensation
Key Employees and Officers Compensation Other
Victoria Wheelock Md (Director) $0 $0
Judy Roberson (President) $0 $0
Christine Garcia (Secretary) $0 $0
Joann Murphy (Treasurer) $0 $0
Ed Murphy (Director) $0 $0
Matt Roberson (Director) $0 $0
Sherry Mc Culloch (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on Feb. 13, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Sept.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$43,830
Expenses
$21,228
Net Income
$22,602
Net Assets
$409,350
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $9,854
22.5%
Interest Revenue $0
Dividends $16,339
37.3%
Sales of Assets $17,637
40.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $14,237
67.1%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $409,350
Total Liabilities $0
Net Assets $409,350
Compensation
Key Employees and Officers Compensation Other
Victoria Wheelock Md (Director) $0 $0
Judy Roberson (President) $0 $0
Christine Garcia (Secretary) $0 $0
Joann Murphy (Treasurer) $0 $0
Ed Murphy (Director) $0 $0
Matt Roberson (Director) $0 $0
Sherry Mc Culloch (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on Dec. 1, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Sept.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$18,176
Expenses
$41,670
Net Income
-$23,494
Net Assets
$386,748
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $5,300
29.2%
Interest Revenue $0
Dividends $17,984
98.9%
Sales of Assets -$5,108
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $35,000
84.0%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $386,748
Total Liabilities $0
Net Assets $386,748
Compensation
Key Employees and Officers Compensation Other
Victoria Wheelock Md (Director) $0 $0
Judy Roberson (President) $0 $0
Christine Garcia (Secretary) $0 $0
Joann Murphy (Treasurer) $0 $0
Ed Murphy (Director) $0 $0
Matt Roberson (Director) $0 $0
Sherry Mc Culloch (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on Feb. 1, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Sept.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$33,381
Expenses
$42,130
Net Income
-$8,749
Net Assets
$410,242
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $4,330
13.0%
Interest Revenue $0
Dividends $24,380
73.0%
Sales of Assets $4,671
14.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $35,200
83.6%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $410,242
Total Liabilities $0
Net Assets $410,242
Compensation
Key Employees and Officers Compensation Other
Victoria Wheelock Md (Director) $0 $0
Judy Roberson (President) $0 $0
Christine Garcia (Secretary) $0 $0
Joann Murphy (Treasurer) $0 $0
Ed Murphy (Director) $0 $0
Matt Roberson (Director) $0 $0
Sherry Mc Culloch (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on Feb. 4, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Sept.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$49,028
Expenses
$41,248
Net Income
$7,780
Net Assets
$418,991
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $685
1.4%
Interest Revenue $0
Dividends $20,566
41.9%
Sales of Assets $27,777
56.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $35,100
85.1%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $418,991
Total Liabilities $0
Net Assets $418,991
Compensation
Key Employees and Officers Compensation Other
Victoria Wheelock Md (Director) $0 $0
Judy Roberson (President) $0 $0
Christine Garcia (Secretary) $0 $0
Joann Murphy (Treasurer) $0 $0
Ed Murphy (Director) $0 $0
Lisa Murphy (Director) $0 $0
Sherry Mc Culloch (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on Feb. 6, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Sept.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$27,555
Expenses
$51,012
Net Income
-$23,457
Net Assets
$411,210
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $1,573
5.7%
Interest Revenue $0
Dividends $17,612
63.9%
Sales of Assets $8,370
30.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $45,000
88.2%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $411,211
Total Liabilities $1
Net Assets $411,210

Document Links

990-PF
Filed on June 7, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Sept.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$20,678
Expenses
$41,833
Net Income
-$21,155
Net Assets
$434,667
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $4,657
22.5%
Interest Revenue $0
Dividends $17,270
83.5%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $35,000
83.7%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $434,668
Total Liabilities $1
Net Assets $434,667

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$29,988
Expenses
$40,452
Net Income
-$10,464
Net Assets
$455,822
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $4,321
14.4%
Interest Revenue $0
Dividends $18,079
60.3%
Sales of Assets $7,588
25.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $35,000
86.5%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $455,823
Total Liabilities $1
Net Assets $455,822

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF
PDF (2 of 2)

Fiscal Year Ending Sept.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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