Civic Intelligence

Edward C & Ann T Roberts Foundation C/O Lisa Curran Executive Director

990PF • Fiscal year 2019 • EIN 06-6067995

Jan 01, 2019 to Dec 31, 2019 • Filed on Mar 10, 2020

Organization Profile
PO Box 271588West Hartford, CT 06127-1588

(860) 233-0228

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.00x

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

21st percentile

0.00x

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Net Margin

8th percentile

-66%

Higher net margin than 8% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

34th percentile

$24,118

Higher top officer pay than 34% of similar nonprofits.

Top officer pay equals 8.2% of source-year revenue.

2019 filings • $5M-$10M nonprofits • Source year 2019

Asset Growth

6th percentile

-13%

Faster asset growth than 6% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

8th percentile

-46%

Faster revenue growth than 8% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Down

$5,916,177

Down $886,552 (-13%) from 2018

Net Assets

Down

$5,916,177

Down $886,552 (-13%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin8th percentile

Revenue

Down

$293,688

Down $252,362 (-46%) from 2018

Expenses

Up

$487,123

Up $43,574 (+9.8%) from 2018

Net Income

Down

-$193,435

Down $295,936 (-289%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth6th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $6,330,718Liabilities 2011: $2,2952011Assets 2012: $6,762,104Liabilities 2012: $2,2952012Assets 2013: $7,333,780Liabilities 2013: $02013Assets 2014: $7,321,242Liabilities 2014: $02014Assets 2015: $6,912,306Liabilities 2015: $02015Assets 2016: $6,956,803Liabilities 2016: $0Net Assets 2016: $6,956,8032016Assets 2017: $7,698,141Liabilities 2017: $0Net Assets 2017: $7,698,1412017Assets 2018: $6,802,729Liabilities 2018: $0Net Assets 2018: $6,802,7292018Assets 2019: $5,916,177Liabilities 2019: $0Net Assets 2019: $5,916,1772019Assets 2020: $6,244,272Liabilities 2020: $0Net Assets 2020: $6,244,2722020Assets 2021: $6,385,395Liabilities 2021: $0Net Assets 2021: $6,385,3952021Assets 2022: $6,543,611Liabilities 2022: $0Net Assets 2022: $6,543,6112022Assets 2023: $6,207,304Liabilities 2023: $0Net Assets 2023: $6,207,3042023Assets 2024: $6,121,141Liabilities 2024: $0Net Assets 2024: $6,121,1412024

Highlighted filing

2019

Assets$5,916,177
Liabilities$0
Net Assets$5,916,177
Open 2019 Filing

Operations Trend

Revenue Growth8th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $335,378Expenses 2011: $357,511Net Income 2011: -$22,1332011Revenue 2012: $491,151Expenses 2012: $383,374Net Income 2012: $107,7772012Revenue 2013: $623,777Expenses 2013: $402,535Net Income 2013: $221,2422013Revenue 2014: $501,237Expenses 2014: $442,491Net Income 2014: $58,7462014Revenue 2015: $278,699Expenses 2015: $437,608Net Income 2015: -$158,9092015Revenue 2016: $173,108Expenses 2016: $417,704Net Income 2016: -$244,5962016Revenue 2017: $339,319Expenses 2017: $422,740Net Income 2017: -$83,4212017Revenue 2018: $546,050Expenses 2018: $443,549Net Income 2018: $102,5012018Revenue 2019: $293,688Expenses 2019: $487,123Net Income 2019: -$193,4352019Revenue 2020: $821,182Expenses 2020: $493,087Net Income 2020: $328,0952020Revenue 2021: $738,958Expenses 2021: $597,835Net Income 2021: $141,1232021Revenue 2022: $884,465Expenses 2022: $726,249Net Income 2022: $158,2162022Revenue 2023: $267,189Expenses 2023: $603,496Net Income 2023: -$336,3072023Revenue 2024: $491,004Expenses 2024: $577,167Net Income 2024: -$86,1632024

Highlighted filing

2019

Revenue$293,688
Expenses$487,123
Net Income-$193,435
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Mar 10, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay34th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LISA CURRANExecutive DirectorPT$24,118-$24,118
MICHAEL CAMPBELLPresident-$0--
ANDREW LATIMERTreasurer-$0--
OLIVIA WHITESecretary-$0--
ALEX WILLIAMSBoard Member-$0--
PEDRO BERMUDEZBoard Member-$0--
CARLOS HERNANDEZ CHAVEZBoard Member-$0--
CARRIE HAMMONDBoard Member-$0--
REBEKAH HUMPHREYBoard Member-$0--
STEVEN RAIDER GINSBERGArts RepresentativePT$0--
Filing and Contact Details

Filer

Filer Name
Edward C & Ann T Roberts Foundation
EIN
06-6067995
Phone
8602330228
Address
PO BOX 271588, WEST HARTFORD, CT 06127-1588

Signing Officer

Name
Lisa Curran
Title
Executive Director
Phone
8602230228
Signed
2020-03-10
Discuss with paid preparer
Yes

Preparer

Firm
Whittlesey Pc
Address
280 TRUMBULL ST 24TH FL, HARTFORD, CT 06103
Preparer
Edward G Sullivan
Phone
8605223111
Raw XML AppendixShowing 400 of 781 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MICHAEL CAMPBELL
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2OLIVIA WHITE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3ALEX WILLIAMS
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5CARLOS HERNANDEZ CHAVEZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6CARRIE HAMMOND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7REBEKAH HUMPHREY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm8STEVEN RAIDER GINSBERG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm9LISA CURRAN
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3BOARD MEMBER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4BOARD MEMBER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5BOARD MEMBER
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt9EXECUTIVE DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0C/O EDWARD C AND ANN T ROBERTS
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3C/O EDWARD C AND ANN T ROBERTS
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt8C/O EDWARD C AND ANN T ROBERTS
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt07275581
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.261415
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IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0422906
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IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0422906
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0P O BOX 271588
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WEST HARTFORD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0061271588
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CT
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0ROBERTS FOUNDATION
IRS990PF/StatementsRegardingActyGrp/PhoneNum08602330228
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0HTTP://FDNWEB.ORG/ROBERTS/
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0INFORMATION AVAILABLE ON FOUNDATIONS WEB SITE, [email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0LISA M CURRAN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum08602330228
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 271588
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0WEST HARTFORD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0CT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd0061271588
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0GRANTS ARE LIMITED GEOGRAPHICALLY TO THE GREATER HARTFORD AREA IN THE FIELDS OF VISUAL & PERFORMING ARTS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt01ST DAY OF FEBRUARY, MAY, AUGUST AND NOVEMBER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt03500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt17500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt27500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt310000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt48000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt55000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt68000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt74000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt87500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt910000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt117500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt125500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt135000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1410000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt152600
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1612500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1720000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt187500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt194500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt207500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt215000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt236000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2430000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2525000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt267500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt272500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2815000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt297500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt317500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt327500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3325000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt347500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3512000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3615000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt373000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt385000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0ARTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1ARTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2ARTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3ARTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4ARTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5ARTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6ARTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7ARTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8ARTS

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,916,177
Liabilities
$0
Net assets
$5,916,177
Revenue
$293,688
Expenses
$487,123
Net income
-$193,435
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$6.12$0.00$6.12$0.49$0.58$0.09
2023Detailed filing. Detailed filing data is available for this year.$6.21$0.00$6.21$0.27$0.60$0.34
2022Detailed filing. Detailed filing data is available for this year.$6.54$0.00$6.54$0.88$0.73$0.16
2021Detailed filing. Detailed filing data is available for this year.$6.39$0.00$6.39$0.74$0.60$0.14
2020Detailed filing. Detailed filing data is available for this year.$6.24$0.00$6.24$0.82$0.49$0.33
2019Detailed filing. Detailed filing data is available for this year.$5.92$0.00$5.92$0.29$0.49$0.19
2018Detailed filing. Detailed filing data is available for this year.$6.80$0.00$6.80$0.55$0.44$0.10
2017Detailed filing. Detailed filing data is available for this year.$7.70$0.00$7.70$0.34$0.42$0.08
2016Detailed filing. Detailed filing data is available for this year.$6.96$0.00$6.96$0.17$0.42$0.24
2015Summary only. Only limited summary data is available for this year.$6.91$0.00$0.28$0.44$0.16
2014Summary only. Only limited summary data is available for this year.$7.32$0.00$0.50$0.44$0.06
2013Summary only. Only limited summary data is available for this year.$7.33$0.00$0.62$0.40$0.22
2012Summary only. Only limited summary data is available for this year.$6.76$0.00$0.49$0.38$0.11
2011Summary only. Only limited summary data is available for this year.$6.33$0.00$0.34$0.36$0.02
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • $5M-$10M nonprofits