Civic Intelligence

The Eric and Lulu Roberts Family

EIN 26-0271567 • San Mateo, CA

155 Bovet Road 770San Mateo, CA 94402
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2022

Net Margin

81st percentile

35%

Higher net margin than 81% of similar nonprofits.

$1M-$5M nonprofits • Source year 2022

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2022

Asset Growth

95th percentile

81%

Faster asset growth than 95% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

55th percentile

11%

Faster revenue growth than 55% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$20,938

Down $1,056,510 (-98%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$20,938

Down $1,056,510 (-98%) from 2023

Operations
Liabilities / Revenue30th percentileNet Margin81st percentile

Revenue

Down

$17,118

Down $990,845 (-98%) from 2023

Expenses

Up

$1,256,540

Up $293,249 (+30%) from 2023

Net Income

Down

-$1,239,422

Down $1,284,094 (-2874%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth95th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.5M$1.0M$500K$0Assets 2013: $1,661,853Liabilities 2013: $0Net Assets 2013: $1,661,8532013Assets 2014: $1,581,196Liabilities 2014: $0Net Assets 2014: $1,581,1962014Assets 2015: $749,168Liabilities 2015: $0Net Assets 2015: $749,1682015Assets 2017: $1,390,165Liabilities 2017: $0Net Assets 2017: $1,390,1652017Assets 2018: $741,588Liabilities 2018: $0Net Assets 2018: $741,5882018Assets 2019: $346,317Liabilities 2019: $0Net Assets 2019: $346,3172019Assets 2020: $433,765Liabilities 2020: $0Net Assets 2020: $433,7652020Assets 2021: $547,837Liabilities 2021: $0Net Assets 2021: $547,8372021Assets 2022: $991,766Liabilities 2022: $0Net Assets 2022: $991,7662022Assets 2023: $1,077,448Liabilities 2023: $0Net Assets 2023: $1,077,4482023Assets 2024: $20,938Liabilities 2024: $0Net Assets 2024: $20,9382024

Highlighted filing

2024

Assets$20,938
Liabilities$0
Net Assets$20,938
Open 2024 Filing

Operations Trend

Revenue Growth55th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2013: $2,032,281Expenses 2013: $563,550Net Income 2013: $1,468,7312013Revenue 2014: $595,232Expenses 2014: $675,889Net Income 2014: -$80,6572014Revenue 2015: $2,325Expenses 2015: $834,353Net Income 2015: -$832,0282015Revenue 2017: $41,876Expenses 2017: $571,911Net Income 2017: -$530,0352017Revenue 2018: $34,894Expenses 2018: $661,751Net Income 2018: -$626,8572018Revenue 2019: $21,727Expenses 2019: $594,038Net Income 2019: -$572,3112019Revenue 2020: $1,021,393Expenses 2020: $1,165,260Net Income 2020: -$143,8672020Revenue 2021: $1,004,681Expenses 2021: $1,015,669Net Income 2021: -$10,9882021Revenue 2022: $1,111,344Expenses 2022: $724,060Net Income 2022: $387,2842022Revenue 2023: $1,007,963Expenses 2023: $963,291Net Income 2023: $44,6722023Revenue 2024: $17,118Expenses 2024: $1,256,540Net Income 2024: -$1,239,4222024

Highlighted filing

2024

Revenue$17,118
Expenses$1,256,540
Net Income-$1,239,422
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,938
Liabilities
$0
Net assets
$20,938
Revenue
$17,118
Expenses
$1,256,540
Net income
-$1,239,422
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.02$1.26$1.24
2023Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$1.01$0.96$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$1.11$0.72$0.39
2021Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$1.00$1.02$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$1.02$1.17$0.14
2019Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$0.02$0.59$0.57
2018Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.03$0.66$0.63
2017Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.04$0.57$0.53
2015Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.00$0.83$0.83
2014Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.60$0.68$0.08
2013Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$2.03$0.56$1.47
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 5, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ERIC B ROBERTSTrustee-$0--
HUEI JU ROBERTSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Eric and Lulu Roberts Family
EIN
26-0271567
Phone
6506532406
Address
155 BOVET ROAD 770, SAN MATEO, CA 94402

Signing Officer

Name
Eric B Roberts and Huei Ju Roberts
Title
Trustees
Phone
6506532406
Signed
2025-05-05
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
ONE MANHATTAN WEST, NEW YORK, NY 10001-8604
Preparer
Jessica Perna
Phone
2127733000
Raw XML Appendix393 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/GrantOrContributionPurposeTxt9GENERAL OPERATIONS (298 SHS PROCTER & GAMBLE CO.)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10GENERAL OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11GENERAL OPERATIONS (2671 SHS PROCTER & GAMBLE CO.)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12GENERAL OPERATION ( 91 SHS PROCTER &GAMBLE CO.)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13GENERAL OPERATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt14GENERAL OPERATIONS (30 SHS PROCTER & GAMBLE CO.)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt15GENERAL OPERATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CARTOON ART MUSEUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1DUNN SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2SILICON VALLEY INTERNATIONAL SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3MARINE MAMMAL CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4REDF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5SACRED HEART SCHOOLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6SAN FRANCISCO ZOOLOGICAL SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7SFSPCA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8TIPPING POINT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9CONSERVATION EARTH INC DBA WILDLIFE ASSOCIATES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10BOYS AND GIRLS CLUB OF THE PENINSULA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11THE JOY CULTURE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1210000 DEGREES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt13SAN MATEO COUNTY HISTORICAL ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt14CAKE 4 KIDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt15ACYPA FOUNDATION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt9PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt10PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt11501 (C) (3)
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt61 ZOO ROAD
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8220 MONTGOMERY STREET SUITE 850
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9PO BOX 3098
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11934 SANTA CRUZ AVE STE A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt121401 LOS GAMOS DRIVE SUITE 205
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt132200 BROADWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt14PO BOX 2863 562 W FREMONT AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt15967 HALL STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1LOS OLIVOS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2PALO ALTO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3SAUSALITO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5ATHERTON
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9HALF MOON BAY
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt030551
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0902839
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0686286
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0953194
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01130551
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0547199
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0547199
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt04894066
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01221196
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0902839
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0686286
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0953194
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01130551
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
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IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01251747
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01221196
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt05441265
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt04220069
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1PY CA RRF FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1200
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0593
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1200
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0182912
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN ON CONTRIBUTION OF 7,291 SHS OF PROCTER & GAMBLE CO.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ERIC B ROBERTS AND HUEI JU ROBERTS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEES
ReturnHeader/BusinessOfficerGrp/PhoneNum06506532406
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ERIC AND LULU ROBERTS FAMILY
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE MANHATTAN WEST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0100018604
ReturnHeader/PreparerPersonGrp/PhoneNum02127733000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JESSICA PERNA
ReturnHeader/ReturnTs02025-05-05T20:20:50-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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