Civic Intelligence

Sam & Margaret Roberts Foundation

EIN 27-4335340 • Austin, TX

3806 Bonnell DriveAustin, TX 78731
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2019

Liabilities / Revenue

62nd percentile

0.00x

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

<$500k nonprofits • Source year 2019

Net Margin

2nd percentile

-4525%

Higher net margin than 2% of similar nonprofits.

<$500k nonprofits • Source year 2019

Top Officer Pay

83rd percentile

$0

Higher top officer pay than 83% of similar nonprofits.

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

<$500k nonprofits • Source year 2015

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

<$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

53rd percentile

1.6%

Faster revenue growth than 53% of similar nonprofits.

<$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$0

Down $260,937 (-100%) from 2018

Liabilities

Flat

$0

Flat from 2018

Net Assets

Down

$0

Down $260,937 (-100%) from 2018

Revenue

Up

$2,859

Up $44 (+1.6%) from 2018

Expenses

Up

$132,239

Up $131,659 (+22700%) from 2018

Net Income

Down

-$129,380

Down $131,615 (-5889%) from 2018

Trend Graphs

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2013: $199,656Liabilities 2013: $0Net Assets 2013: $199,6562013Assets 2014: $210,293Liabilities 2014: $0Net Assets 2014: $210,2932014Assets 2015: $210,150Liabilities 2015: $0Net Assets 2015: $210,1502015Assets 2016: $258,196Liabilities 2016: $0Net Assets 2016: $258,1962016Assets 2017: $258,702Liabilities 2017: $0Net Assets 2017: $258,7022017Assets 2018: $260,937Liabilities 2018: $0Net Assets 2018: $260,9372018Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019

Highlighted filing

2019

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

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

$200K$100K$0-$100K-$200KRevenue 2013: -$4,305Expenses 2013: $714Net Income 2013: -$5,0192013Revenue 2014: $11,343Expenses 2014: $706Net Income 2014: $10,6372014Revenue 2015: $875Expenses 2015: $1,018Net Income 2015: -$1432015Revenue 2016: -$1,165Expenses 2016: $586Net Income 2016: -$1,7512016Revenue 2017: $1,086Expenses 2017: $580Net Income 2017: $5062017Revenue 2018: $2,815Expenses 2018: $580Net Income 2018: $2,2352018Revenue 2019: $2,859Expenses 2019: $132,239Net Income 2019: -$129,3802019

Highlighted filing

2019

Revenue$2,859
Expenses$132,239
Net Income-$129,380

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 9, 2020
Return Version
2019v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sam S RobertsDirector-$0--
Margaret S RobertsVP, Director-$0--
Alexandra RobertsDirector-$0--
Filing and Contact Details

Filer

Filer Name
Sam & Margaret Roberts Foundation
EIN
27-4335340
Phone
5126100302
Address
3806 Bonnell Drive, Austin, TX 78731

Signing Officer

Name
Sam S Roberts
Title
Director
Phone
5126100302
Signed
2020-05-09
Discuss with paid preparer
Yes

Preparer

Firm
James P Kelly
Address
702 Rio Grande Street, Austin, TX 78701
Preparer
James Kelly
Phone
5124748300
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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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Margaret S Roberts
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Alexandra Roberts
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt04700 Grover Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Austin
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd078756
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0132239
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0132780
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0132780
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0132780
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0132780
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0132780
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt027475
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Net Capital Loss
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Sam S Roberts
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/PhoneNum05126100302
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Sam & Margaret Roberts Foundation
ReturnHeader/Filer/BusinessNameControlTxt0SAM&
ReturnHeader/Filer/EIN0274335340
ReturnHeader/Filer/PhoneNum05126100302
ReturnHeader/Filer/USAddress/AddressLine1Txt03806 Bonnell Drive
ReturnHeader/Filer/USAddress/CityNm0Austin
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078731
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId023A0C1D257143FD1C008AC6E19125480DB245F4F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId023A0C1D257143FD1C008AC6E19125480DB245F4F
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt072.182.49.252
ReturnHeader/FilingSecurityInformation/IPDt02020-09-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm014:12:51
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0James P Kelly
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0702 Rio Grande Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Austin
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078701
ReturnHeader/PreparerPersonGrp/PhoneNum05124748300
ReturnHeader/PreparerPersonGrp/PreparationDt02020-09-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0James Kelly
ReturnHeader/ReturnTs02020-09-14T14:13:31-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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