Civic Intelligence

Roberts Charitable Foundation Ua 120594

990PF • Fiscal year 2011 • EIN 13-7047910

Jan 01, 2011 to Dec 31, 2011 • Filed on Sep 17, 2012

Organization Profile
C/O Boris Benic 500 Old Country RdNo 31111530
Siviq Scores

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

Liabilities / Assets

89th percentile

0.03x

Higher debt load relative to assets than 89% of similar nonprofits.

2011 filings • NTEE T • $500k-$1M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

83rd percentile

$0

Higher top officer pay than 83% of similar nonprofits.

2011 filings • NTEE T • $500k-$1M nonprofits • Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets89th percentile

Assets

$643,612

No earlier filing loaded for comparison.

Net Assets

$623,162

No earlier filing loaded for comparison.

Liabilities

$20,450

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$31,035

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $643,612Liabilities 2011: $20,450Net Assets 2011: $623,1622011Assets 2012: $647,582Liabilities 2012: $20,4502012Assets 2013: $3,206,776Liabilities 2013: $20,450Net Assets 2013: $3,186,3262013Assets 2014: $2,748,520Liabilities 2014: $20,450Net Assets 2014: $2,728,0702014Assets 2015: $2,370,839Liabilities 2015: $20,450Net Assets 2015: $2,350,3892015Assets 2016: $2,331,447Liabilities 2016: $20,450Net Assets 2016: $2,310,9972016Assets 2017: $2,204,234Liabilities 2017: $28,000Net Assets 2017: $2,176,2342017Assets 2018: $2,198,195Liabilities 2018: $0Net Assets 2018: $2,198,1952018Assets 2019: $2,167,341Liabilities 2019: $0Net Assets 2019: $2,167,3412019Assets 2020: $2,148,721Liabilities 2020: $0Net Assets 2020: $2,148,7212020Assets 2021: $2,148,107Liabilities 2021: $0Net Assets 2021: $2,148,1072021Assets 2022: $2,144,812Liabilities 2022: $0Net Assets 2022: $2,144,8122022Assets 2023: $2,144,512Liabilities 2023: $0Net Assets 2023: $2,144,5122023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2011

Assets$643,612
Liabilities$20,450
Net Assets$623,162
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$6.0M$4.0M$2.0M$0-$2.0M-$4.0MExpenses 2011: $31,0352011Revenue 2012: $50,000Expenses 2012: $46,030Net Income 2012: $3,9702012Revenue 2013: $4,354,336Expenses 2013: $42,753Net Income 2013: $4,311,5832013Revenue 2014: -$192,648Expenses 2014: $122,292Net Income 2014: -$314,9402014Revenue 2015: -$146,258Expenses 2015: $168,037Net Income 2015: -$314,2952015Revenue 2016: -$1,862Expenses 2016: $89,080Net Income 2016: -$90,9422016Revenue 2017: -$176,586Expenses 2017: $29,815Net Income 2017: -$206,4012017Revenue 2018: -$264,704Expenses 2018: $41,027Net Income 2018: -$305,7312018Revenue 2019: $1Expenses 2019: $30,855Net Income 2019: -$30,8542019Revenue 2020: $0Expenses 2020: $18,620Net Income 2020: -$18,6202020Revenue 2021: $0Expenses 2021: $275Net Income 2021: -$2752021Revenue 2022: $0Expenses 2022: $3,295Net Income 2022: -$3,2952022Revenue 2023: $0Expenses 2023: $300Net Income 2023: -$3002023Revenue 2024: $345,000Expenses 2024: $2,489,512Net Income 2024: -$2,144,5122024

Highlighted filing

2011

Revenue-
Expenses$31,035
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Sep 17, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID ROBERTSSpecial Trustee-$0--
WILLIAM B ROBERTSTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantMONMOUTH UNIVERSITYGENERALPUBLICLONG BRANCH, NJ, US$10,000
Paid GrantTHE HARVEY SCHOOLGENERALPUBLICNEW YORK, NY, US$5,000
Paid GrantTHE ISEF FOUNDATIONGENERALPUBLICNEW YORK, NY, US$5,000
Paid GrantMONMOUTH MEDICAL CENTERGENERALPUBLICLONG BRANCH, NJ, US$5,000
Paid GrantCOLUMBIA UNIVERSITYGENERALPUBLICNEW YORK, NY, US$2,500
Paid GrantTOURO COLLEGE CONTRIBUTIONGENERALPUBLICBROOKLYN, NY, US$1,185
Paid GrantTHE SAMARITAN OF NEW YORKGENERALPUBLICNEW YORK, NY, US$1,000
Paid GrantAWARD OF COURAGE CORPORATIONGENERALPUBLICHOLMDEL, NJ, US$500
Paid GrantTOURO COLLEGE CONTRIBUTIONGENERALPUBLICBROOKLYN, NY, US$500
Filing and Contact Details

Filer

EIN
13-7047910
Raw XML Appendix356 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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InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV053400
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV0AT COST
IRS990PF/AddressChange0X
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IRS990PF/BalanceSheets/InvestmentsOtherEOY0615000
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IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases00
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IRS990PF/DistributableAmount/DistributableAmountBeforeAdj04462
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
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IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets089246
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition00.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition10.00
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0DAVID ROBERTS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1WILLIAM B ROBERTS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0SPECIAL TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10C/O BORIS BENIC 500 OLD COUNTRY RD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11C/O BORIS BENIC 500 OLD COUNTRY RD
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1NY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode011530
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode111530
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
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IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct057249
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IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0BORIS BENIC ASSOCIATES LLP
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution7GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution8GENERAL
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11THE HARVEY SCHOOL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12THE ISEF FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13MONMOUTH UNIVERSITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14TOURO COLLEGE CONTRIBUTION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine15COLUMBIA UNIVERSITY
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine161599 E 15TH ST 5
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine17PO BOX 1259 MADISON SQUARE STATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine18300 SECOND AVENUE
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5NEW YORK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City6BROOKLYN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City7NEW YORK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City8LONG BRANCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0NJ
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3NJ
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State6NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State7NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State8NJ
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode007733
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode110536
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode210001
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode307764
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode411230
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode510027
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode611230
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode710159
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode807764
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear030685
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear04462
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted04462
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1050958
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2015680
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear30106441
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear40112738
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear50115923
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear50115923
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0312390
IRS990PF/UndistributedIncome/ExcessFromCurrentYear026573
IRS990PF/UndistributedIncome/ExcessFromYear1050958
IRS990PF/UndistributedIncome/ExcessFromYear2015680
IRS990PF/UndistributedIncome/ExcessFromYear30106441
IRS990PF/UndistributedIncome/ExcessFromYear40112738
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions031035
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus026573
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus0428313
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0401740
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
OtherExpensesSchedule/OtherExpenses/AdjustedNetIncome00
OtherExpensesSchedule/OtherExpenses/AdjustedNetIncome10
OtherExpensesSchedule/OtherExpenses/Description0ADVERTISING
OtherExpensesSchedule/OtherExpenses/Description1MISC FEES
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps0250
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps1100
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome00
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome10
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0250
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks1100
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0137047910
ReturnHeader/Filer/Name/BusinessNameLine10THE ROBERTS CHARITABLE FOUNDATION
ReturnHeader/Filer/NameControl0ROBE
ReturnHeader/Filer/USAddress/AddressLine10C/O BORIS BENIC 500 OLD COUNTRY RD
ReturnHeader/Filer/USAddress/AddressLine20NO 311
ReturnHeader/Filer/USAddress/City0GARDEN CITY
ReturnHeader/Filer/USAddress/State0NY
ReturnHeader/Filer/USAddress/ZIPCode011530
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02012-09-17
ReturnHeader/Officer/Name0WILLIAM ROBERTS
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/PreparerFirm/EIN0542190047
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10BORIS BENIC AND ASSOCIATES LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10500 OLD COUNTRY RD SUITE 311
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0GARDEN CITY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0NY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode011530
ReturnHeader/Preparer/Name0BORIS BENIC
ReturnHeader/Preparer/Phone05162487361
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-09-17T17:40:29-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$643,612
Liabilities
$20,450
Net assets
$623,162
Revenue
-
Expenses
$31,035
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.35$2.49$2.14
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.14$0.00$2.14$0.00$0.00$0.00
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.14$0.00$2.14$0.00$0.00$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.15$0.00$2.15$0.00$0.00$0.00
2020Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$0.00$0.02$0.02
2019Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.00$0.03$0.03
2018Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.26$0.04$0.31
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.20$0.03$2.18$0.18$0.03$0.21
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.33$0.02$2.31$0.00$0.09$0.09
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.37$0.02$2.35$0.15$0.17$0.31
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.75$0.02$2.73$0.19$0.12$0.31
2013Detailed filing. Detailed filing data is available for this year.$3.21$0.02$3.19$4.35$0.04$4.31
2012Summary only. Only limited summary data is available for this year.$0.65$0.02$0.05$0.05$0.00
2011Detailed filing. Detailed filing data is available for this year.$0.64$0.02$0.62$0.03