Civic Intelligence

The Roberts Foundation

990PF • Fiscal year 2021 • EIN 01-0549309

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 13, 2022

Organization Profile
Cozen 1001 Conshohocken St Rd 2-40West Conshohocken, PA 19428

(858) 454-7636

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

23rd percentile

0.00x

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Net Margin

2nd percentile

-208%

Higher net margin than 2% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Asset Growth

12th percentile

-4.0%

Faster asset growth than 12% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

47th percentile

11%

Faster revenue growth than 47% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$9,713,303

Down $405,763 (-4.0%) from 2020

Net Assets

Down

$9,713,303

Down $405,763 (-4.0%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin2nd percentile

Revenue

Up

$193,340

Up $19,256 (+11%) from 2020

Expenses

Down

$596,333

Down $39,667 (-6.2%) from 2020

Net Income

Up

-$402,993

Up $58,923 (+13%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth12th 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

2021

Assets$9,713,303
Liabilities$0
Net Assets$9,713,303
Open 2021 Filing

Operations Trend

Revenue Growth47th 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

2021

Revenue$193,340
Expenses$596,333
Net Income-$402,993
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 13, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay32nd 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 1001 CONSHOHOCKEN ST RD 2-40, WEST CONSHOHOCKEN, PA 19428

Signing Officer

Name
Diane Bayless Roberts
Title
Trustee
Phone
8584547636
Signed
2022-11-13
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
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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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt65000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt775000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO FUND THE RECIPIENT'S OPERATING BUDGET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TO FUND THE RECIPIENT'S OPERATING BUDGET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2TO FUND THE RECIPIENT'S OPERATING BUDGET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3TO FUND THE RECIPIENT'S OPERATING BUDGET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4TO FUND THE RECIPIENT'S OPERATING BUDGET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5TO FUND THE RECIPIENT'S OPERATING BUDGET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6TO FUND THE RECIPIENT'S OPERATING BUDGET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7TO FUND THE RECIPIENT'S OPERATING BUDGET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0LAS PATRONAS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2ROOTS OF RENEWAL NOLA INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3IMAGINE LA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4SCRIPPS HEALTH FOUNDATION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6UNIVERSITY OF PENNSYLVANIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7BET TZEDEK LEGAL SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 1888
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt13020 CHILDRENS WAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21700 S RAMPART STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3672 S LAFAYETTE PARK PLACE STE 28
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt44275 CAMPUS POINT COURT SUITE 138
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt52929 WALNUT STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt62929 WALNUT STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt73250 WILSHIRE BLVD 13TH FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LA JOLLA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SAN DIEGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2NEW ORLEAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4SAN DIEGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5PHILADELPHIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6PHILADELPHIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7LOS ANGELES
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2LA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd092038
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd192123
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd270113
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd390057
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd492121
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd5191045099
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd6191045099
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd7900101509
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0575000
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/AppliedToCurrentYearAmt013534
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0570061
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0658473
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0583595
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0644939
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0570061
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0RALPH ROBERTS SR
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0C/O DUANE MORRIS LLP 30 S 17TH STRE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0PHILADELPHIA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0PA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd019103
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0537
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0537
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0COMCAST DEFERRED COMPENSATION, SERP PLAN, RESTRICTED STOCK UNITS, AND STOCK OP
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0GO IV US (DIRECT) AIV LP
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1GO IV (US) LP

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$9,713,303
Liabilities
$0
Net assets
$9,713,303
Revenue
$193,340
Expenses
$596,333
Net income
-$402,993
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