Civic Intelligence

Sam & Margaret Roberts Foundation

990PF • Fiscal year 2013 • EIN 27-4335340

Jan 01, 2013 to Dec 31, 2013 • Filed on Aug 13, 2014

Organization Profile
3806 Bonnell Drive78731

(512) 310-9277

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

100th percentile

117%

Higher net margin than 100% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets58th percentile

Assets

$199,656

No earlier filing loaded for comparison.

Net Assets

$199,656

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

-$4,305

No earlier filing loaded for comparison.

Expenses

$714

No earlier filing loaded for comparison.

Net Income

-$5,019

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2013

Assets$199,656
Liabilities$0
Net Assets$199,656
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2013

Revenue-$4,305
Expenses$714
Net Income-$5,019
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Aug 13, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SAM S ROBERTS IIIPres.,Director-$0--
MARGARET S ROBERTSVP, Director-$0--
ALEXANDRA ROBERTSDirector-$0--
Filing and Contact Details

Filer

EIN
27-4335340

Signing Officer

Name
Sam S Roberts Iii
Title
Director
Signed
2014-08-13

Preparer

Preparer
Bradley S Van Houten CPA
Phone
5123109277
Raw XML Appendix376 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.

Path#Value
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AccountingFeesSchedule/AccountingFeesDetail/Amt0525
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0525
CompensationExplanation/CompensationExplanationGrp/PersonNm0SAM S ROBERTS III
CompensationExplanation/CompensationExplanationGrp/PersonNm1MARGARET S ROBERTS
CompensationExplanation/CompensationExplanationGrp/PersonNm2ALEXANDRA ROBERTS
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt17869
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0BENEFICIAL MUT BANCORP (BNCL)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1ENERPLUS CORPORATION COM (ERF)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2HOME DEPOT INC (HD)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3INTL BUSINESS MACH (IBM)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4KINDER MORGAN ENERGY PARTNERS (KMP)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5MICROSOFT CORP (MSFT)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6PETROLEO BRASILEIROSAPETROBRAS (PBR)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7ANNALY CAPITAL MGMT INC (NLY)
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0SAM S ROBERTS III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MARGARET S ROBERTS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ALEXANDRA ROBERTS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRES.,DIR.
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VP, DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine103806 BONNELL DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine113806 BONNELL DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine123806 BONNELL DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0AUSTIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City1AUSTIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City2AUSTIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State1TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State2TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode078731
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode178731
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode278731
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0SAM ROBERTS
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine103806 BONNELL DRIVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0AUSTIN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode078731
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum05123280358
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0SAM ROBERTS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum05123109277
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine103806 BONNELL DRIVE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/City0AUSTIN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/State0TX
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCode078731
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0N/A
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/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt0104
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt18
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt21
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt370
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt46
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FIDELITY - FOREIGN TAX PAID
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2FIDELITY - BROKERAGE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3K-1 - FOREIGN TAX PAID
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4K-1 - SEC 59(E)(2) EXPENDITUR
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5K-1 - INVEST INT EXP
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0104
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt18
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt21
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt370
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt46
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0104
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt18
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt370
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt46
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt07
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt1-1167
OtherIncomeSchedule2/OtherIncomeDetail/Desc0KINDER MORGAN K-1 - ROYALTIES
OtherIncomeSchedule2/OtherIncomeDetail/Desc1KINDER MORGAN K-1 - ORD LOSS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt07
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt07
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1-1167
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SAM S ROBERTS III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-08-13
ReturnHeader/Filer/BusinessName/BusinessNameLine10SAM & MARGARET ROBERTS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SAM&
ReturnHeader/Filer/EIN0274335340
ReturnHeader/Filer/USAddress/AddressLine103806 BONNELL DRIVE
ReturnHeader/Filer/USAddress/City0AUSTIN
ReturnHeader/Filer/USAddress/State0TX
ReturnHeader/Filer/USAddress/ZIPCode078731
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0364709636
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10VAN HOUTEN & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10100 NORTHWEST DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0ROUND ROCK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0786644250
ReturnHeader/PreparerPersonGrp/PhoneNum05123109277
ReturnHeader/PreparerPersonGrp/PreparationDt02014-08-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRADLEY S VAN HOUTEN CPA
ReturnHeader/ReturnTs02014-08-13T10:54:30-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$199,656
Liabilities
$0
Net assets
$199,656
Revenue
-$4,305
Expenses
$714
Net income
-$5,019
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.03$1.32$1.29
2018Detailed filing. Detailed filing data is available for this year.$2.61$0.00$2.61$0.03$0.01$0.02
2017Detailed filing. Detailed filing data is available for this year.$2.59$0.00$2.59$0.01$0.01$0.01
2016Detailed filing. Detailed filing data is available for this year.$2.58$0.00$2.58$0.01$0.01$0.02
2015Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$0.01$0.01$0.00
2014Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$0.11$0.01$0.11
2013Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.04$0.01$0.05