Civic Intelligence

Roberts Charitable Foundation Tr 2003

990PF • Fiscal year 2014 • EIN 22-6948512

Jan 01, 2014 to Dec 31, 2014

Westerly, RI
Siviq Scores

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

Liabilities / Assets

16th percentile

0.00x

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

2014 filings • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

16th percentile

0.00x

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

2014 filings • $10M-$25M nonprofits • Source year 2014

Net Margin

79th percentile

29%

Higher net margin than 79% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2014

Asset Growth

46th percentile

2.1%

Faster asset growth than 46% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

16th percentile

-15%

Faster revenue growth than 16% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Annualized from 2013 to 2014

Assets

Up

$17,464,862

Up $356,263 (+2.1%) from 2013

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue

Down

$1,401,870

Down $239,024 (-15%) from 2013

Expenses

Down

$989,870

Down $2,077,388 (-68%) from 2013

Net Income

Up

$412,000

Up $1,838,364 (+129%) from 2013

Historical Trend

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2011: $19,193,661Liabilities 2011: $02011Assets 2012: $18,548,260Liabilities 2012: $02012Assets 2013: $17,108,599Liabilities 2013: $02013Assets 2014: $17,464,862Liabilities 2014: $02014Assets 2015: $16,549,491Liabilities 2015: $0Net Assets 2015: $16,549,4912015Assets 2016: $18,719,303Liabilities 2016: $1,100,000Net Assets 2016: $17,619,3032016Assets 2017: $20,171,668Liabilities 2017: $200,000Net Assets 2017: $19,971,6682017Assets 2018: $18,424,710Liabilities 2018: $0Net Assets 2018: $18,424,7102018Assets 2019: $21,530,936Liabilities 2019: $0Net Assets 2019: $21,530,9362019Assets 2020: $24,790,835Liabilities 2020: $0Net Assets 2020: $24,790,8352020Assets 2021: $26,291,278Liabilities 2021: $12021Assets 2022: $20,363,165Liabilities 2022: $0Net Assets 2022: $20,363,1652022Assets 2023: $22,401,763Liabilities 2023: $12023Assets 2024: $23,773,586Liabilities 2024: $0Net Assets 2024: $23,773,5862024

Highlighted filing

2014

Assets$17,464,862
Liabilities$0
Net Assets-

Operations Trend

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $6,000,621Expenses 2011: $850,794Net Income 2011: $5,149,8272011Revenue 2012: -$132,652Expenses 2012: $877,476Net Income 2012: -$1,010,1282012Revenue 2013: $1,640,894Expenses 2013: $3,067,258Net Income 2013: -$1,426,3642013Revenue 2014: $1,401,870Expenses 2014: $989,870Net Income 2014: $412,0002014Revenue 2015: $1,290,630Expenses 2015: $2,318,196Net Income 2015: -$1,027,5662015Revenue 2016: -$20,269Expenses 2016: $773,682Net Income 2016: -$793,9512016Revenue 2017: $1,272,585Expenses 2017: $599,481Net Income 2017: $673,1042017Revenue 2018: $560,090Expenses 2018: $313,797Net Income 2018: $246,2932018Revenue 2019: $957,885Expenses 2019: $597,424Net Income 2019: $360,4612019Revenue 2020: $643,601Expenses 2020: $515,252Net Income 2020: $128,3492020Revenue 2021: $2,294,177Expenses 2021: $1,149,765Net Income 2021: $1,144,4122021Revenue 2022: $964,917Expenses 2022: $1,373,674Net Income 2022: -$408,7572022Revenue 2023: $782,879Expenses 2023: $1,101,698Net Income 2023: -$318,8192023Revenue 2024: $1,309,760Expenses 2024: $1,279,388Net Income 2024: $30,3722024

Highlighted filing

2014

Revenue$1,401,870
Expenses$989,870
Net Income$412,000
Filing Detail Status

This 2014 filing currently has summary financial data only. Detailed schedules, leadership, and program rows are not available for this filing yet.

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Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$23.8$0.00$23.8$1.31$1.28$0.03
2023Summary only. Only limited summary data is available for this year.$22.4$0.00$0.78$1.10$0.32
2022Detailed filing. Detailed filing data is available for this year.$20.4$0.00$20.4$0.96$1.37$0.41
2021Summary only. Only limited summary data is available for this year.$26.3$0.00$2.29$1.15$1.14
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.8$0.00$24.8$0.64$0.52$0.13
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.5$0.00$21.5$0.96$0.60$0.36
2018Detailed filing. Detailed filing data is available for this year.$18.4$0.00$18.4$0.56$0.31$0.25
2017Detailed filing. Detailed filing data is available for this year.$20.2$0.20$20.0$1.27$0.60$0.67
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.7$1.10$17.6$0.02$0.77$0.79
2015Detailed filing. Detailed filing data is available for this year.$16.5$0.00$16.5$1.29$2.32$1.03
2014Summary only. Only limited summary data is available for this year.$17.5$0.00$1.40$0.99$0.41
2013Summary only. Only limited summary data is available for this year.$17.1$0.00$1.64$3.07$1.43
2012Summary only. Only limited summary data is available for this year.$18.5$0.00$0.13$0.88$1.01
2011Summary only. Only limited summary data is available for this year.$19.2$0.00$6.00$0.85$5.15