Civic Intelligence

The Mark Roberts Foundation

990PF • Fiscal year 2014 • EIN 26-0271476

Jan 01, 2014 to Dec 31, 2014 • Filed on Apr 29, 2015

Organization Profile
C/O Kkras 2755 Campus Drive No 240San Mateo, CA 94403

(650) 653-2406

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

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

Liabilities / Revenue

27th percentile

0.00x

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

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

Net Margin

1st percentile

-11159%

Higher net margin than 1% of similar nonprofits.

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

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

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

Asset Growth

13th percentile

-7.7%

Faster asset growth than 13% of similar nonprofits.

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

Revenue Growth

1st percentile

-100%

Faster revenue growth than 1% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$1,540,246

Down $128,110 (-7.7%) from 2013

Net Assets

Down

$1,540,246

Down $128,110 (-7.7%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin1st percentile

Revenue

Down

$1,148

Down $1,759,284 (-100%) from 2013

Expenses

Down

$129,258

Down $1,175,733 (-90%) from 2013

Net Income

Down

-$128,110

Down $583,551 (-128%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth13th percentile

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

2014

Assets$1,540,246
Liabilities$0
Net Assets$1,540,246
Open 2014 Filing

Operations Trend

Revenue Growth1st percentile

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

2014

Revenue$1,148
Expenses$129,258
Net Income-$128,110
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Apr 29, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

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

Filer

Filer Name
The Mark Roberts Foundation
EIN
26-0271476
Phone
6506532406
Address
C/O KKRAS 2755 CAMPUS DRIVE NO 240, SAN MATEO, CA 94403

Signing Officer

Name
Mark B Roberts
Title
Trustee
Phone
6506532406
Signed
2015-04-29
Discuss with paid preparer
Yes

Preparer

Firm
Kkr Accounting Services LLC
Address
2755 CAMPUS DRIVE SUITE 240, SAN MATEO, CA 94403
Preparer
Susan Schoenthaler
Phone
6506532406
Raw XML Appendix301 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/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/AppliedToCurrentYearAmt081067
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt081067
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01243916
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt084122
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt08120
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0195547
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt026458
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt026458
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01563138
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt031433
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01243916
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt084122
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt08120
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0195547
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0112500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt031433
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01589596
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01558163
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0151
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/Amt114097
TaxesSchedule/TaxesDetail/CategoryTxt0STATE
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK B ROBERTS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06506532406
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-04-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE MARK ROBERTS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MARK
ReturnHeader/Filer/EIN0260271476
ReturnHeader/Filer/PhoneNum06506532406
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O KKRAS 2755 CAMPUS DRIVE NO 240
ReturnHeader/Filer/USAddress/CityNm0SAN MATEO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094403
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0260271226
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KKR ACCOUNTING SERVICES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02755 CAMPUS DRIVE SUITE 240
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN MATEO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094403
ReturnHeader/PreparerPersonGrp/PhoneNum06506532406
ReturnHeader/PreparerPersonGrp/PreparationDt02015-04-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUSAN SCHOENTHALER
ReturnHeader/ReturnTs02015-05-05T17:37:32-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,540,246
Liabilities
$0
Net assets
$1,540,246
Revenue
$1,148
Expenses
$129,258
Net income
-$128,110
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