Civic Intelligence

The Mark Roberts Foundation

990PF • Fiscal year 2013 • EIN 26-0271476

Jan 01, 2013 to Dec 31, 2013 • Filed on May 13, 2014

Organization Profile
C/O Kkras 2755 Campus Drive No 24094403

(650) 653-2406

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

30th percentile

0.00x

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Net Margin

77th percentile

26%

Higher net margin than 77% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2013 filings • $1M-$5M nonprofits • Source year 2013

Asset Growth

Score unavailable

No value available

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

Source year 2013

Revenue Growth

Score unavailable

No value available

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

Source year 2013

Balance Sheet
Liabilities / Assets27th percentile

Assets

$1,668,356

No earlier filing loaded for comparison.

Net Assets

$1,668,356

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin77th percentile

Revenue

$1,760,432

No earlier filing loaded for comparison.

Expenses

$1,304,991

No earlier filing loaded for comparison.

Net Income

$455,441

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.

$2.0M$1.5M$1.0M$500K$0Assets 2013: $1,668,356Liabilities 2013: $0Net Assets 2013: $1,668,3562013Assets 2014: $1,540,246Liabilities 2014: $0Net Assets 2014: $1,540,2462014Assets 2015: $1,444,550Liabilities 2015: $0Net Assets 2015: $1,444,5502015Assets 2016: $1,338,867Liabilities 2016: $0Net Assets 2016: $1,338,8672016Assets 2017: $1,329,068Liabilities 2017: $0Net Assets 2017: $1,329,0682017Assets 2018: $1,279,038Liabilities 2018: $0Net Assets 2018: $1,279,0382018Assets 2019: $1,239,086Liabilities 2019: $0Net Assets 2019: $1,239,0862019Assets 2020: $1,181,308Liabilities 2020: $0Net Assets 2020: $1,181,3082020Assets 2021: $1,150,816Liabilities 2021: $0Net Assets 2021: $1,150,8162021Assets 2022: $1,056,532Liabilities 2022: $0Net Assets 2022: $1,056,5322022Assets 2023: $881,097Liabilities 2023: $0Net Assets 2023: $881,0972023Assets 2024: $1,333,018Liabilities 2024: $0Net Assets 2024: $1,333,0182024

Highlighted filing

2013

Assets$1,668,356
Liabilities$0
Net Assets$1,668,356
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2013: $1,760,432Expenses 2013: $1,304,991Net Income 2013: $455,4412013Revenue 2014: $1,148Expenses 2014: $129,258Net Income 2014: -$128,1102014Revenue 2015: $9,315Expenses 2015: $105,011Net Income 2015: -$95,6962015Revenue 2016: $17,661Expenses 2016: $123,344Net Income 2016: -$105,6832016Revenue 2017: $20,212Expenses 2017: $30,011Net Income 2017: -$9,7992017Revenue 2018: $24,983Expenses 2018: $75,013Net Income 2018: -$50,0302018Revenue 2019: $25,077Expenses 2019: $65,029Net Income 2019: -$39,9522019Revenue 2020: $19,080Expenses 2020: $76,858Net Income 2020: -$57,7782020Revenue 2021: $66,796Expenses 2021: $97,288Net Income 2021: -$30,4922021Revenue 2022: $11,224Expenses 2022: $105,508Net Income 2022: -$94,2842022Revenue 2023: -$23,140Expenses 2023: $152,295Net Income 2023: -$175,4352023Revenue 2024: $569,793Expenses 2024: $117,748Net Income 2024: $452,0452024

Highlighted filing

2013

Revenue$1,760,432
Expenses$1,304,991
Net Income$455,441
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 13, 2014
Return Version
2013v3.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

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

Filer

EIN
26-0271476
Phone
6506532406

Signing Officer

Name
Mark B Roberts
Title
Trustee
Phone
6506532406
Signed
2014-05-13
Discuss with paid preparer
Yes

Preparer

Phone
6506532406
Raw XML Appendix371 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.

Path#Value
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5GENERAL OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine10LUCILE PACKARD FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine11SACRED HEARTS SCHOOLS - CAPITAL CAMPAIGN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine12SAN FRANCISCO ZOOLOGICAL SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1333 BASEBALL FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine14SAN MATEO COUNTY HISTORICAL ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine15WINGS LEARNING CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501 (C) (3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501 (C) (3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501 (C) (3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3501 (C) (3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4501 (C) (3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5501 (C) (3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine10400 HAMILTON AVE SUITE 340
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine11150 VALPARAISO AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine121 ZOO ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine132755 CAMPUS DRIVE SUITE 240
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine142200 BROADWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine151201 MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0PALO ALTO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City1ATHERTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City2SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City3SAN MATEO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City4REDWOOD CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City5REDWOOD CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State5CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode094301
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode194027
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode294132
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode394403
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode494063
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode594063
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01304980
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/AppliedToCurrentYearAmt061064
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt061064
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt084122
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt08120
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0195547
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt026458
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01558163
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01243916
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt084122
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt08120
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0195547
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt026458
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01304980
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01243916
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01558163
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0314247
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10ROBERTS CHILDREN 1987 TRUST FBO MARK
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0MARK B ROBERTS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine102755 CAMPUS DRIVE 240
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine112755 CAMPUS DRIVE 240
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0SAN MATEO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City1SAN MATEO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State1CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode094403
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode194403
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0789698
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt11155000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum12
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0789698
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt11155000
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc012,232 SHS ROCKWOOD HOLDINGS, INC. STOCK
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc150,000 SHS SAFEWAY STOCK
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02013-03-21
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12013-05-23
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0MARK B ROBERTS
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine102755 CAMPUS DRIVE SUITE 240
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/City0SAN MATEO
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/State0CA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCode094403
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/CategoryTxt02012 CA FORM 199 FEE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK B ROBERTS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06506532406
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine10THE MARK ROBERTS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MARK
ReturnHeader/Filer/EIN0260271476
ReturnHeader/Filer/PhoneNum06506532406
ReturnHeader/Filer/USAddress/AddressLine10C/O KKRAS 2755 CAMPUS DRIVE NO 240
ReturnHeader/Filer/USAddress/City0SAN MATEO
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode094403
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0260271226
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10KKR ACCOUNTING SERVICES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine102755 CAMPUS DRIVE SUITE 240
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0SAN MATEO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode094403
ReturnHeader/PreparerPersonGrp/PhoneNum06506532406
ReturnHeader/ReturnTs02014-05-13T14:08:18-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,668,356
Liabilities
$0
Net assets
$1,668,356
Revenue
$1,760,432
Expenses
$1,304,991
Net income
$455,441
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.57$0.12$0.45
2023Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.02$0.15$0.18
2022Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.01$0.11$0.09
2021Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.07$0.10$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.02$0.08$0.06
2019Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.03$0.07$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.02$0.08$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.02$0.03$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.02$0.12$0.11
2015Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.01$0.11$0.10
2014Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.00$0.13$0.13
2013Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$1.76$1.30$0.46