Civic Intelligence

Roberts Charitable Foundation Ua 120594

990PF • Fiscal year 2016 • EIN 13-7047910

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 15, 2017

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

82nd percentile

0.01x

Higher debt load relative to assets than 82% of similar nonprofits.

2016 filings • NTEE T • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

100th percentile

4884%

Higher net margin than 100% of similar nonprofits.

2016 filings • NTEE T • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

2016 filings • NTEE T • $1M-$5M nonprofits • Source year 2016

Asset Growth

43rd percentile

-1.7%

Faster asset growth than 43% of similar nonprofits.

2016 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

Score unavailable

No value available

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

Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Down

$2,331,447

Down $39,392 (-1.7%) from 2015

Net Assets

Down

$2,310,997

Down $39,392 (-1.7%) from 2015

Liabilities

Flat

$20,450

Flat from 2015

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Up

-$1,862

Up $144,396 (+99%) from 2015

Expenses

Down

$89,080

Down $78,957 (-47%) from 2015

Net Income

Up

-$90,942

Up $223,353 (+71%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth43rd 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

2016

Assets$2,331,447
Liabilities$20,450
Net Assets$2,310,997
Open 2016 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

2016

Revenue-$1,862
Expenses$89,080
Net Income-$90,942
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 15, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay76th 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
2017-11-15
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 Appendix354 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2300 SECOND AVENUE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4250 JAY STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt553 WEST 23RD STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6300 JAY ST
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3LONG BRANCH
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd207764
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
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IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt09099
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0155890
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0109013
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt041318
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt043646
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt026573
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt026573
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0427763
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0155890
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0109013
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt041318
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt043646
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
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IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt077896
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0376440
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt051550
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0NET ASSET ADJUSTMENTS
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ReturnHeader/FilingSecurityInformation/IPTm012:19:54
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0542190047
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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/ReturnTs02017-11-15T11:17:35-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,331,447
Liabilities
$20,450
Net assets
$2,310,997
Revenue
-$1,862
Expenses
$89,080
Net income
-$90,942
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
2016Detailed filing. Detailed filing data is available for this year.$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