Civic Intelligence

The Daniel K Roberts and Betty Roberts Family Foundation Inc

EIN 06-1286111 • Stamford, CT

115 Cross Country TrailStamford, CT 06903
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

13th percentile

-33%

Higher net margin than 13% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

31st percentile

-1.9%

Faster asset growth than 31% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

56th percentile

13%

Faster revenue growth than 56% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Using 2023 Form 990PF data because the latest 2024 filing does not report standard financial totals.

Assets

Down

$1,025,420

Down $18,392 (-1.8%) from 2022

Liabilities

Up

$1

Up $1 from 2022

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue33rd percentileNet Margin13th percentile

Revenue

Down

$51,992

Down $6,999 (-12%) from 2022

Expenses

Down

$70,384

Down $21,676 (-24%) from 2022

Net Income

Up

-$18,392

Up $14,677 (+44%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth31st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2011: $1,116,436Liabilities 2011: $02011Assets 2012: $1,114,944Liabilities 2012: $02012Assets 2013: $1,109,888Liabilities 2013: $02013Assets 2014: $1,118,239Liabilities 2014: $02014Assets 2015: $1,094,839Liabilities 2015: $02015Assets 2018: $1,133,805Liabilities 2018: $0Net Assets 2018: $1,133,8052018Assets 2019: $1,069,830Liabilities 2019: $0Net Assets 2019: $1,069,8302019Assets 2020: $1,062,039Liabilities 2020: $1Net Assets 2020: $1,062,0392020Assets 2021: $1,076,881Liabilities 2021: $12021Assets 2022: $1,043,812Liabilities 2022: $0Net Assets 2022: $1,043,8122022Assets 2023: $1,025,420Liabilities 2023: $12023

Latest loaded filing

2023

Assets$1,025,420
Liabilities$1
Net Assets-
Open 2023 Filing

Operations Trend

Revenue Growth56th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50K-$100KRevenue 2011: $100,419Expenses 2011: $57,508Net Income 2011: $42,9112011Revenue 2012: $60,475Expenses 2012: $61,967Net Income 2012: -$1,4922012Revenue 2013: $44,744Expenses 2013: $49,800Net Income 2013: -$5,0562013Revenue 2014: $56,770Expenses 2014: $49,204Net Income 2014: $7,5662014Revenue 2015: $79,099Expenses 2015: $102,499Net Income 2015: -$23,4002015Revenue 2018: $39,595Expenses 2018: $60,604Net Income 2018: -$21,0092018Revenue 2019: $31,519Expenses 2019: $95,494Net Income 2019: -$63,9752019Revenue 2020: $64,255Expenses 2020: $72,046Net Income 2020: -$7,7912020Revenue 2021: $87,419Expenses 2021: $72,577Net Income 2021: $14,8422021Revenue 2022: $58,991Expenses 2022: $92,060Net Income 2022: -$33,0692022Revenue 2023: $51,992Expenses 2023: $70,384Net Income 2023: -$18,3922023

Latest loaded filing

2023

Revenue$51,992
Expenses$70,384
Net Income-$18,392
Open 2023 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.
2023Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.03$0.00$0.05$0.07$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.06$0.09$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.08$0.00$0.09$0.07$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.06$0.00$1.06$0.06$0.07$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.03$0.10$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.13$0.00$1.13$0.04$0.06$0.02
2017Detailed filing. Detailed filing data is available for this year.
2015Summary only. Only limited summary data is available for this year.$1.09$0.00$0.08$0.10$0.02
2014Summary only. Only limited summary data is available for this year.$1.12$0.00$0.06$0.05$0.01
2013Summary only. Only limited summary data is available for this year.$1.11$0.00$0.04$0.05$0.01
2012Summary only. Only limited summary data is available for this year.$1.11$0.00$0.06$0.06$0.00
2011Summary only. Only limited summary data is available for this year.$1.12$0.00$0.10$0.06$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Nov 1, 2023 to Oct 31, 2024
Signed
Feb 25, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JERI R APPELPresident/Director-$0--
ERIC S ROBERTSDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Daniel K Roberts and Betty Roberts
EIN
06-1286111
Phone
2033223212
Address
115 CROSS COUNTRY TRAIL, STAMFORD, CT 06903

Signing Officer

Name
Jeri Roberts Appel
Title
President
Phone
2033223212
Signed
2025-02-25

Preparer

Firm
Baker Tilly Advisory Group Lp
Address
6 RESEARCH DRIVE 450, SHELTON, CT 06484
Preparer
David C Moseman CPA
Phone
2033665876
Raw XML Appendix306 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.

Path#Value
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt026634
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0153248
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0EQUITIES #04452
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt032946
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1919907
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0MUTUAL FUNDS #04452
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1MUTUAL FUNDS #04115
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt019709
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11044912
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
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IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt078070
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt058792
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt06000
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0MERRILL LYNCH #4115
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAINS DIVIDENDS
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
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IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
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IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CT
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02039773991
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt061173
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0FOR GENERAL PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE LISTING OF CHARITABLE ORGANIZATIONS ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SEE ADDRESS LISTING ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0STAMFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd006903
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt061173
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/AppliedToCurrentYearAmt060240
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt060240
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02323
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt015240
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0421
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt024917
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt06933
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02323
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt015240
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0421
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt067173
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt06933
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt024917
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt017984
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT MANAGEMENT & SERVICE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt010313
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010313
TaxesSchedule/TaxesDetail/Amt0584
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JERI ROBERTS APPEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02033223212
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE DANIEL K ROBERTS AND BETTY ROBERTS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FAMILY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0DANI
ReturnHeader/Filer/EIN0061286111
ReturnHeader/Filer/PhoneNum02033223212
ReturnHeader/Filer/USAddress/AddressLine1Txt0115 CROSS COUNTRY TRAIL
ReturnHeader/Filer/USAddress/CityNm0STAMFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006903
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390859910
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BAKER TILLY ADVISORY GROUP LP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06 RESEARCH DRIVE 450
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SHELTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006484
ReturnHeader/PreparerPersonGrp/PhoneNum02033665876
ReturnHeader/PreparerPersonGrp/PreparationDt02025-02-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID C MOSEMAN CPA
ReturnHeader/ReturnTs02025-03-03T15:49:52-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-11-01
ReturnHeader/TaxPeriodEndDt02024-10-31
ReturnHeader/TaxYr02023

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