Civic Intelligence

Er Roberts Family Foundation

EIN 31-1772701 • Palm Beach Gardens, FL

4440 Pga Blvd Mailbox A100 Suite600Palm Beach Gardens, FL 33410
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

73rd percentile

19%

Higher net margin than 73% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

44th percentile

-5.7%

Faster asset growth than 44% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

91st percentile

120%

Faster revenue growth than 91% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$417,783

Up $4,913 (+1.2%) from 2021

Liabilities

Flat

$0

Flat from 2021

Net Assets

Up

$417,783

Up $4,913 (+1.2%) from 2021

Revenue

Down

$36,878

Down $13,025 (-26%) from 2021

Expenses

Up

$49,512

Up $5,070 (+11%) from 2021

Net Income

Down

-$12,634

Down $18,095 (-331%) from 2021

Trend Graphs

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2013: $425,469Liabilities 2013: $0Net Assets 2013: $425,4692013Assets 2014: $422,404Liabilities 2014: $0Net Assets 2014: $422,4042014Assets 2015: $430,857Liabilities 2015: $0Net Assets 2015: $430,8572015Assets 2016: $425,833Liabilities 2016: $0Net Assets 2016: $425,8332016Assets 2017: $409,262Liabilities 2017: $0Net Assets 2017: $409,2622017Assets 2018: $412,949Liabilities 2018: $0Net Assets 2018: $412,9492018Assets 2020: $407,409Liabilities 2020: $0Net Assets 2020: $407,4092020Assets 2021: $412,870Liabilities 2021: $0Net Assets 2021: $412,8702021Assets 2022: $417,783Liabilities 2022: $0Net Assets 2022: $417,7832022

Highlighted filing

2022

Assets$417,783
Liabilities$0
Net Assets$417,783

Operations Trend

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

$60K$40K$20K$0-$20KExpenses 2013: $21,0622013Revenue 2014: $24,035Expenses 2014: $27,100Net Income 2014: -$3,0652014Revenue 2015: $32,053Expenses 2015: $23,600Net Income 2015: $8,4532015Revenue 2016: $20,328Expenses 2016: $25,352Net Income 2016: -$5,0242016Revenue 2017: $11,529Expenses 2017: $28,100Net Income 2017: -$16,5712017Revenue 2018: $29,287Expenses 2018: $25,600Net Income 2018: $3,6872018Revenue 2020: $19,361Expenses 2020: $36,471Net Income 2020: -$17,1102020Revenue 2021: $49,903Expenses 2021: $44,442Net Income 2021: $5,4612021Revenue 2022: $36,878Expenses 2022: $49,512Net Income 2022: -$12,6342022

Highlighted filing

2022

Revenue$36,878
Expenses$49,512
Net Income-$12,634

Filings

Latest Detailed Filing

The latest 2022 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2021 below.

Jump To
Filing Snapshot
Filing Period
Dec 1, 2020 to Nov 30, 2021
Signed
May 17, 2022
Return Version
2020v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARC ROBERTSDirector-$0--
NANCY ROBERTSDirector-$0--
Filing and Contact Details

Filer

Filer Name
Er Roberts Family Foundation
EIN
31-1772701
Phone
6095916982
Address
4440 PGA BLVD MAILBOX A100 SUITE600, PALM BEACH GARDENS, FL 33410

Signing Officer

Name
Marc Roberts
Title
Director
Signed
2022-05-17
Discuss with paid preparer
Yes

Preparer

Firm
Integrated Financial Services
Address
363 7th Avenue 16th Floor, New York, NY 10001
Preparer
Richard Goldman CPA
Phone
2125745982
Raw XML Appendix264 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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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Richard Goldman CPA
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ReturnHeader/TaxPeriodEndDt02021-11-30
ReturnHeader/TaxYr02020

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