Civic Intelligence

Sam & Margaret Roberts Foundation

990PF • Fiscal year 2014 • EIN 27-4335340

Jan 01, 2014 to Dec 31, 2014 • Filed on Sep 02, 2015

Organization Profile
3806 Bonnell DriveAustin, TX 78731

(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.

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

98th percentile

94%

Higher net margin than 98% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

60th percentile

5.3%

Faster asset growth than 60% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$210,293

Up $10,637 (+5.3%) from 2013

Net Assets

Up

$210,293

Up $10,637 (+5.3%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin98th percentile

Revenue

Up

$11,343

Up $15,648 (+363%) from 2013

Expenses

Down

$706

Down $8 (-1.1%) from 2013

Net Income

Up

$10,637

Up $15,656 (+312%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

2014

Assets$210,293
Liabilities$0
Net Assets$210,293
Open 2014 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

2014

Revenue$11,343
Expenses$706
Net Income$10,637
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Sep 2, 2015
Return Version
2014v5.0
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

Filer Name
Sam & Margaret Roberts Foundation
EIN
27-4335340
Address
3806 BONNELL DRIVE, AUSTIN, TX 78731

Signing Officer

Name
Sam S Roberts Iii
Title
Director
Signed
2015-09-02

Preparer

Firm
Van Houten & Associates Pc
Address
100 NORTHWEST DRIVE, ROUND ROCK, TX 78664-4250
Preparer
Bradley S Van Houten CPA
Phone
5123109277
Raw XML Appendix355 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0KINDER MORGAN ENERGY PARTNERS (KMP)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1OTHER INVESTMENTS
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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/AddressLine1Txt03806 BONNELL DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt13806 BONNELL DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt23806 BONNELL DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0AUSTIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1AUSTIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2AUSTIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2TX
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd178731
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd278731
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/AddressLine1Txt03806 BONNELL DRIVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0AUSTIN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd078731
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/AddressLine1Txt03806 BONNELL DRIVE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0AUSTIN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd078731
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/AdjustedNetIncomeAmt054
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt111
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt2111
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FIDELITY - FOREIGN TAX PAID
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2K-1 - INVEST INT EXP
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3K-1 INTANGIBLE DRILLING COSTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt054
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt111
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2111
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt054
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt111
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2111
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt013
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt1-158
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt22449
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt3477
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt4-26
OtherIncomeSchedule2/OtherIncomeDetail/Desc0KINDER MORGAN K-1 - ROYALTIES
OtherIncomeSchedule2/OtherIncomeDetail/Desc1KINDER MORGAN K-1 - ORD LOSS
OtherIncomeSchedule2/OtherIncomeDetail/Desc2KINDER MORGAN ORD ON DISP
OtherIncomeSchedule2/OtherIncomeDetail/Desc3KINDER MORGAN ORD ON DISP
OtherIncomeSchedule2/OtherIncomeDetail/Desc4KINDER MORGAN K-1 - SEC 1231
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt013
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt013
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1-158
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt22449
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt3477
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt4-26
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SAM S ROBERTS III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-09-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAM & MARGARET ROBERTS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SAM&
ReturnHeader/Filer/EIN0274335340
ReturnHeader/Filer/USAddress/AddressLine1Txt03806 BONNELL DRIVE
ReturnHeader/Filer/USAddress/CityNm0AUSTIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078731
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0364709636
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0VAN HOUTEN & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 NORTHWEST DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROUND ROCK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0786644250
ReturnHeader/PreparerPersonGrp/PhoneNum05123109277
ReturnHeader/PreparerPersonGrp/PreparationDt02015-09-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRADLEY S VAN HOUTEN CPA
ReturnHeader/ReturnTs02015-09-02T10:21:12-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$210,293
Liabilities
$0
Net assets
$210,293
Revenue
$11,343
Expenses
$706
Net income
$10,637
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