Civic Intelligence

Sam & Margaret Roberts Foundation

990PF • Fiscal year 2015 • EIN 27-4335340

Jan 01, 2015 to Dec 31, 2015 • Filed on Aug 15, 2016

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.

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

21st percentile

-16%

Higher net margin than 21% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

48th percentile

-0.1%

Faster asset growth than 48% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

3rd percentile

-92%

Faster revenue growth than 3% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$210,150

Down $143 (-0.1%) from 2014

Net Assets

Down

$210,150

Down $143 (-0.1%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin21st percentile

Revenue

Down

$875

Down $10,468 (-92%) from 2014

Expenses

Up

$1,018

Up $312 (+44%) from 2014

Net Income

Down

-$143

Down $10,780 (-101%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth48th 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

2015

Assets$210,150
Liabilities$0
Net Assets$210,150
Open 2015 Filing

Operations Trend

Revenue Growth3rd percentile

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

2015

Revenue$875
Expenses$1,018
Net Income-$143
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Aug 15, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SAM S ROBERTS IIIDirector-$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
2016-08-15

Preparer

Firm
Van Houten & Associates Pc
Address
100 NORTHWEST DRIVE, ROUND ROCK, TX 78664-4250
Preparer
S Paige Heard CPA
Phone
5123109277
Raw XML Appendix280 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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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt02015-01
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt9-231
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt01233
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0KINDER MORGAN ENERGY PARTNERS (KMP)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1OTHER INVESTMENTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt01233
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0SAM S ROBERTS III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MARGARET S ROBERTS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ALEXANDRA ROBERTS
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VP, DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum05123280358
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
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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/AdjustedNetIncomeAmt0458
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FIDELITY - FOREIGN TAX PAID
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0458
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0458
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SAM S ROBERTS III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-15
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/PreparationDt02016-08-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0S PAIGE HEARD CPA
ReturnHeader/ReturnTs02016-08-09T15:58:54-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$210,150
Liabilities
$0
Net assets
$210,150
Revenue
$875
Expenses
$1,018
Net income
-$143
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