Civic Intelligence

The Mark Roberts Foundation

990PF • Fiscal year 2018 • EIN 26-0271476

Jan 01, 2018 to Dec 31, 2018 • Filed on May 15, 2019

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

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

3rd percentile

-200%

Higher net margin than 3% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

27th percentile

-3.8%

Faster asset growth than 27% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

76th percentile

24%

Faster revenue growth than 76% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$1,279,038

Down $50,030 (-3.8%) from 2017

Net Assets

Down

$1,279,038

Down $50,030 (-3.8%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin3rd percentile

Revenue

Up

$24,983

Up $4,771 (+24%) from 2017

Expenses

Up

$75,013

Up $45,002 (+150%) from 2017

Net Income

Down

-$50,030

Down $40,231 (-411%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth27th 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

2018

Assets$1,279,038
Liabilities$0
Net Assets$1,279,038
Open 2018 Filing

Operations Trend

Revenue Growth76th 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

2018

Revenue$24,983
Expenses$75,013
Net Income-$50,030
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 15, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay42nd 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
2019-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Kkr Accounting Services LLC
Address
2755 CAMPUS DRIVE SUITE 240, SAN MATEO, CA 94403
Preparer
Susan Doell
Phone
6506532406
Raw XML Appendix300 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/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt062624
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt062624
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt050613
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt028267
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt031433
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01243916
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01243916
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0120189
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt09876
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt050613
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt028267
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt031433
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt072500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt09876
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01364105
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01354229
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/CategoryTxt0STATE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK B ROBERTS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06506532406
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-15
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/FilingSecurityInformation/AtSubmissionCreationDeviceId08121CA463AABFA4EFE5158FD2073B628CA1C8F6D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F821929016DC0F48A42118C677E65E4DF9420738
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt012.161.174.130
ReturnHeader/FilingSecurityInformation/IPDt02019-05-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm017:47:01
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/PreparationDt02019-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUSAN DOELL
ReturnHeader/ReturnTs02019-05-16T15:10:56-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,279,038
Liabilities
$0
Net assets
$1,279,038
Revenue
$24,983
Expenses
$75,013
Net income
-$50,030
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