Civic Intelligence

The Roberts Foundation

990PF • Fiscal year 2015 • EIN 01-0549309

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 04, 2016

Organization Profile
COZEN OCONNOR 200 FOUR FALLS No 400West Conshohocken, PA 19428

(858) 454-7636

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

98th percentile

94%

Higher net margin than 98% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

89th percentile

31%

Faster asset growth than 89% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

9th percentile

-47%

Faster revenue growth than 9% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$3,054,847

Up $724,518 (+31%) from 2014

Net Assets

Up

$3,054,847

Up $724,518 (+31%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin98th percentile

Revenue

Down

$1,093,365

Down $980,905 (-47%) from 2014

Expenses

Up

$62,276

Up $41,597 (+201%) from 2014

Net Income

Down

$1,031,089

Down $1,022,502 (-50%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth89th percentile

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

$15M$10M$5.0M$0Assets 2010: $288,710Liabilities 2010: $0Net Assets 2010: $288,7102010Assets 2011: $263,958Liabilities 2011: $12011Assets 2012: $651,416Liabilities 2012: $0Net Assets 2012: $651,4162012Assets 2013: $1,178,707Liabilities 2013: $0Net Assets 2013: $1,178,7072013Assets 2014: $2,330,329Liabilities 2014: $0Net Assets 2014: $2,330,3292014Assets 2015: $3,054,847Liabilities 2015: $0Net Assets 2015: $3,054,8472015Assets 2016: $8,054,624Liabilities 2016: $0Net Assets 2016: $8,054,6242016Assets 2019: $10,296,520Liabilities 2019: $02019Assets 2020: $10,119,066Liabilities 2020: $0Net Assets 2020: $10,119,0662020Assets 2021: $9,713,303Liabilities 2021: $0Net Assets 2021: $9,713,3032021Assets 2022: $9,149,770Liabilities 2022: $0Net Assets 2022: $9,149,7702022Assets 2023: $8,934,504Liabilities 2023: $0Net Assets 2023: $8,934,5042023Assets 2024: $8,700,413Liabilities 2024: $0Net Assets 2024: $8,700,4132024

Highlighted filing

2015

Assets$3,054,847
Liabilities$0
Net Assets$3,054,847
Open 2015 Filing

Operations Trend

Revenue Growth9th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $53,1252010Revenue 2011: $30,299Expenses 2011: $55,050Net Income 2011: -$24,7512011Expenses 2012: $79,2672012Revenue 2013: $934,891Expenses 2013: $407,600Net Income 2013: $527,2912013Revenue 2014: $2,074,270Expenses 2014: $20,679Net Income 2014: $2,053,5912014Revenue 2015: $1,093,365Expenses 2015: $62,276Net Income 2015: $1,031,0892015Revenue 2016: $5,067,918Expenses 2016: $109,353Net Income 2016: $4,958,5652016Revenue 2019: $3,321,126Expenses 2019: $680,185Net Income 2019: $2,640,9412019Revenue 2020: $174,084Expenses 2020: $636,000Net Income 2020: -$461,9162020Revenue 2021: $193,340Expenses 2021: $596,333Net Income 2021: -$402,9932021Revenue 2022: $189,572Expenses 2022: $744,679Net Income 2022: -$555,1072022Revenue 2023: $345,622Expenses 2023: $551,855Net Income 2023: -$206,2332023Revenue 2024: $407,885Expenses 2024: $988,369Net Income 2024: -$580,4842024

Highlighted filing

2015

Revenue$1,093,365
Expenses$62,276
Net Income$1,031,089
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 4, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DIANE BAYLES ROBERTSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Roberts Foundation
EIN
01-0549309
Phone
8584547636
Address
COZEN OCONNOR 200 FOUR FALLS No 400, WEST CONSHOHOCKEN, PA 19428

Signing Officer

Name
Diane Bayless Roberts
Title
Trustee
Phone
8584547636
Signed
2016-11-04
Discuss with paid preparer
Yes

Preparer

Firm
Deloitte Tax Llp
Address
1700 MARKET STREET 25TH FLOOR, PHILADELPHIA, PA 19103-3984
Preparer
David F Dotson
Phone
2152462300
Raw XML Appendix322 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/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt062276
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0249615
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt077986
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt077986
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt077986
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt062276
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt077986
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0109353
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0RALPH ROBERTS SR
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1RALPH ROBERTS SR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0C/O DUANE MORRIS LLP 30 S 17TH STRE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1FIDELITY INVESTMENTS INSTITUTIONAL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0PHILADELPHIA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1COVINGTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0PA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1KY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd019103
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd1410151987
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0968609
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt11757
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0968609
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0MUNICIPAL BONDS (VARIOUS)
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02015-12-20
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt02276
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt02276
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0304814
OtherDecreasesSchedule/OtherDecreasesDetail/Amt11757
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0EXCESS OF FMV OVER BOOK VALUE OF CONTRIBUTIONS RECEIVED
OtherDecreasesSchedule/OtherDecreasesDetail/Desc11099-R CONTRIBUTION RECEIVED
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Capital Gain Distributions
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt056629
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt056629
ReductionExplanationStatement/ShortExplanationTxt0N/A
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DIANE BAYLESS ROBERTS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08584547636
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ROBERTS FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O MARGARET GALLAGHER THOMPSON ESQ
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0010549309
ReturnHeader/Filer/PhoneNum08584547636
ReturnHeader/Filer/USAddress/AddressLine1Txt0COZEN OCONNOR 200 FOUR FALLS No 400
ReturnHeader/Filer/USAddress/CityNm0WEST CONSHOHOCKEN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019428
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0861065772
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DELOITTE TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01700 MARKET STREET 25TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHILADELPHIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0191033984
ReturnHeader/PreparerPersonGrp/PhoneNum02152462300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID F DOTSON
ReturnHeader/ReturnTs02016-11-15T14:26:36-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,054,847
Liabilities
$0
Net assets
$3,054,847
Revenue
$1,093,365
Expenses
$62,276
Net income
$1,031,089
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.70$0.00$8.70$0.41$0.99$0.58
2023Detailed filing. Detailed filing data is available for this year.$8.93$0.00$8.93$0.35$0.55$0.21
2022Detailed filing. Detailed filing data is available for this year.$9.15$0.00$9.15$0.19$0.74$0.56
2021Detailed filing. Detailed filing data is available for this year.$9.71$0.00$9.71$0.19$0.60$0.40
2020Detailed filing. Detailed filing data is available for this year.$10.1$0.00$10.1$0.17$0.64$0.46
2019Summary only. Only limited summary data is available for this year.$10.3$0.00$3.32$0.68$2.64
2016Detailed filing. Detailed filing data is available for this year.$8.05$0.00$8.05$5.07$0.11$4.96
2015Detailed filing. Detailed filing data is available for this year.$3.05$0.00$3.05$1.09$0.06$1.03
2014Detailed filing. Detailed filing data is available for this year.$2.33$0.00$2.33$2.07$0.02$2.05
2013Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.93$0.41$0.53
2012Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$0.08
2011Summary only. Only limited summary data is available for this year.$0.26$0.00$0.03$0.06$0.02
2010Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$0.05