Civic Intelligence

The Eric and Lulu Roberts Family

990PF • Fiscal year 2018 • EIN 26-0271567

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

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

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Net Margin

1st percentile

-1796%

Higher net margin than 1% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Asset Growth

3rd percentile

-47%

Faster asset growth than 3% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

18th percentile

-17%

Faster revenue growth than 18% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Assets

Down

$741,588

Down $648,577 (-47%) from 2017

Net Assets

Down

$741,588

Down $648,577 (-47%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Down

$34,894

Down $6,982 (-17%) from 2017

Expenses

Up

$661,751

Up $89,840 (+16%) from 2017

Net Income

Down

-$626,857

Down $96,822 (-18%) from 2017

Historical Trend

Balance Sheet Trend

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

$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

2018

Assets$741,588
Liabilities$0
Net Assets$741,588

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2018

Revenue$34,894
Expenses$661,751
Net Income-$626,857
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

Employees

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

Filer

Filer Name
The Eric Roberts Foundation
EIN
26-0271567
Phone
6506532406
Address
C/O KKRAS 2755 CAMPUS DRIVE NO 240, SAN MATEO, CA 94403

Signing Officer

Name
Eric 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 Appendix373 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/RecipientBusinessName/BusinessNameLine1Txt7SFSPCA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8TIPPING POINT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9WILDMIND SCIENCE LEARNING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10THE SCHOOL BOX PROJECT
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/RecipientFoundationStatusTxt6501 (C) (3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7501 (C) (3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt8501 (C) (3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt9501 (C) (3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt10501 (C) (3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 4415
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1781 BEACH STREET FL 1
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22555 WEST HIGHWAY 154 PO BOX 98
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO BOX 114
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt42000 BUNKER ROAD FORT CRONKHITE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt52 EMBARCADERO CENTER SUITE 650
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6150 VALPARAISO AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7201 ALABAMA STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8220 MONTGOMERY STREET SUITE 850
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9PO BOX 3098
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt104200 CANFIELD ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0KAILUA KONA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2LOS OLIVOS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3MENLO PARK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4SAUSALITO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6ATHERTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9HALF MOON BAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10SEBASTOPOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0HI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd10CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd096745
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd194109
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd293441
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd394026
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd494965
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd594111
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd694027
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd794103
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd894104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd994019
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1095472
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0661713
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/AppliedToCurrentYearAmt053551
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt053551
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0480884
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0301816
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0742593
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0577587
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0248796
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0248796
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02711042
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0608162
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0480884
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0301816
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0742593
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0577587
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0661713
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0608162
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02959838
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02351676
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt021720
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED LOSS ON CONTRIBUTION OF 5,418 SHS OF PROCTER & GAMBLE CO.
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1PRIOR YEAR CA RRF FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt125
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/CategoryTxt0CALIFORNIA
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ERIC B ROBERTS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06506532406
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ERIC ROBERTS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ERIC
ReturnHeader/Filer/EIN0260271567
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/IPTm017:21:25
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/PreparationDt02019-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUSAN DOELL
ReturnHeader/ReturnTs02019-05-16T16:19:21-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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