Civic Intelligence

Roberts Charitable Foundation Ua 120594

990PF • Fiscal year 2014 • EIN 13-7047910

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 16, 2015

Organization Profile
C/O 500 Old Country Rd No 311Garden City, NY 11530

(516) 248-7361

Siviq Scores

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

Liabilities / Assets

85th percentile

0.01x

Higher debt load relative to assets than 85% of similar nonprofits.

2014 filings • NTEE T • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2014

Net Margin

99th percentile

163%

Higher net margin than 99% of similar nonprofits.

2014 filings • NTEE T • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

2014 filings • NTEE T • $1M-$5M nonprofits • Source year 2014

Asset Growth

7th percentile

-14%

Faster asset growth than 7% of similar nonprofits.

2014 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets85th percentile

Assets

Down

$2,748,520

Down $458,256 (-14%) from 2013

Net Assets

Down

$2,728,070

Down $458,256 (-14%) from 2013

Liabilities

Flat

$20,450

Flat from 2013

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin99th percentile

Revenue

Down

-$192,648

Down $4,546,984 (-104%) from 2013

Expenses

Up

$122,292

Up $79,539 (+186%) from 2013

Net Income

Down

-$314,940

Down $4,626,523 (-107%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth7th percentile

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

2014

Assets$2,748,520
Liabilities$20,450
Net Assets$2,728,070
Open 2014 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

2014

Revenue-$192,648
Expenses$122,292
Net Income-$314,940
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 16, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM B ROBERTSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Roberts Charitable Foundation
EIN
13-7047910
Phone
5162487361
Address
C/O 500 OLD COUNTRY RD NO 311, GARDEN CITY, NY 11530

Signing Officer

Name
William Roberts
Title
Trustee
Phone
5162487361
Signed
2015-11-16
Discuss with paid preparer
Yes

Preparer

Firm
Boris Benic and Associates Llp
Address
500 OLD COUNTRY RD SUITE 311, GARDEN CITY, NY 11530
Preparer
Boris Benic
Phone
5162487361
Raw XML Appendix351 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/PersonNm0WILLIAM B ROBERTS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1250 JAY STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2232 EAST 84TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO BOX 92
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4300 SECOND AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5WEST LONG BRANCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt61300 YORK AVENUE BOX 10065
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3MONMOUTH BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4LONG BRANCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5LONG BRANCH
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4NJ
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010001
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd210028
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd407764
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd507764
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd610065
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0120192
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/AppliedToCurrentYearAmt011179
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt011179
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt041318
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt043646
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt026573
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt050958
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt015680
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt015680
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0271508
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0109013
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt041318
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt043646
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt026573
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt050958
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0120192
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0109013
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0287188
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0178175
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0143316
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0NET ASSET ADJUSTMENTS
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM ROBERTS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05162487361
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ROBERTS CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0137047910
ReturnHeader/Filer/PhoneNum05162487361
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O 500 OLD COUNTRY RD NO 311
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011530
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0542190047
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BORIS BENIC AND ASSOCIATES LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0500 OLD COUNTRY RD SUITE 311
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GARDEN CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011530
ReturnHeader/PreparerPersonGrp/PhoneNum05162487361
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BORIS BENIC
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-11-16T10:09:12-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,748,520
Liabilities
$20,450
Net assets
$2,728,070
Revenue
-$192,648
Expenses
$122,292
Net income
-$314,940
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
2014Detailed filing. Detailed filing data is available for this year.$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