Civic Intelligence

The Adrian Dell and Carmen Roberts Foundation Corporation

990EZ • Fiscal year 2018 • EIN 33-0056607

Aug 01, 2017 to Jul 31, 2018 • Filed on Nov 12, 2019

Organization ProfileBLACKHISTORYCOMMITTEE.ORG
PO Box 55604Riverside, CA 92517

(951) 782-9177

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

34th percentile

-3.0%

Higher net margin than 34% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

20th percentile

-20%

Faster asset growth than 20% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

52nd percentile

2.0%

Faster revenue growth than 52% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$3,577

Down $920 (-20%) from 2017

Net Assets

Down

$3,577

Down $920 (-20%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin34th percentile

Revenue

Up

$25,831

Up $516 (+2.0%) from 2017

Expenses

Down

$26,617

Down $5,791 (-18%) from 2017

Net Income

Up

-$786

Up $6,307 (+89%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

$200K$150K$100K$50K$0Assets 2013: $19,259Liabilities 2013: $0Net Assets 2013: $19,2592013Assets 2016: $6,703Liabilities 2016: $0Net Assets 2016: $6,7032016Assets 2017: $4,497Liabilities 2017: $0Net Assets 2017: $4,4972017Assets 2018: $3,577Liabilities 2018: $0Net Assets 2018: $3,5772018Assets 2019: $35,802Liabilities 2019: $0Net Assets 2019: $35,8022019Assets 2020: $77,180Liabilities 2020: $0Net Assets 2020: $77,1802020Assets 2021: $99,834Liabilities 2021: $0Net Assets 2021: $99,8342021Assets 2022: $130,427Liabilities 2022: $0Net Assets 2022: $130,4272022Assets 2023: $169,516Liabilities 2023: $0Net Assets 2023: $169,5162023

Highlighted filing

2018

Assets$3,577
Liabilities$0
Net Assets$3,577
Open 2018 Filing

Operations Trend

Revenue Growth52nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KRevenue 2013: $30,264Expenses 2013: $22,231Net Income 2013: $8,0332013Revenue 2016: $16,643Expenses 2016: $23,413Net Income 2016: -$6,7702016Revenue 2017: $25,315Expenses 2017: $32,408Net Income 2017: -$7,0932017Revenue 2018: $25,831Expenses 2018: $26,617Net Income 2018: -$7862018Revenue 2019: $77,715Expenses 2019: $45,490Net Income 2019: $32,2252019Revenue 2020: $93,303Expenses 2020: $50,719Net Income 2020: $42,5842020Revenue 2021: $42,450Expenses 2021: $19,796Net Income 2021: $22,6542021Revenue 2022: $67,421Expenses 2022: $36,830Net Income 2022: $30,5912022Revenue 2023: $120,189Expenses 2023: $81,100Net Income 2023: $39,0892023

Highlighted filing

2018

Revenue$25,831
Expenses$26,617
Net Income-$786
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2017 to Jul 31, 2018
Signed
Nov 12, 2019
Return Version
2017v2.2
Gross Receipts
$25,831
Mission and Program Overview

Mission

Cultural activies and exposure

Program Services

DescriptionGrantsExpenses
PROVIDE CULTURAL ACTIVITIES AND EXPOSURE TO THE CITIZENS OF RIVERSIDE COUNTY CALIFORNIA--
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CARMEN ROBERTSBoard Member-$0--
DELL ROBERTSBoard MemberPT$0--
WANDA SCRUGGSBaord Member-$0--
DANA LOFTONBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
The Adrian Dell and Carmen Roberts Foundation
EIN
33-0056607
Address
PO BOX 55604, RIVERSIDE, CA 92517

Signing Officer

Name
Adrian D Roberts
Title
Director
Phone
9517829177
Signed
2019-11-12
Discuss with paid preparer
Yes

Preparer

Firm
GARNETT and GOLD FINANCIAL CORP
Address
3900 MARKET ST SUITE 250, Riverside, CA 92501
Preparer
Monica Hodgson Ea
Phone
9517829177
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description amountspecial events non gift 20,504contributions 125”

List of grants and similar amounts paid Part I line 10

“Activity table sponsorship grantee naacp freedom fund street po box 55131 city, state, zip riverside, ca 92517relationship none amount 1,000activity eyw conference grantee various receipts relationship annual conference amount 4,402”

Description of other expenses Part I line 16

“Description amountbusiness licence and permits 2,370postage 96tshirts 2,230advertising and marketing 100bank service charges 276office supplies 32supplies 454computer and internet 487insurance 2,784special events 1,860special event empower women 4,402facilities and equipment rental 4,109table sponsorship 1,000scholarship ewp 500gift cards 200”

Other changes in net assets or fund balances Part I line 20

“Description amountadjustment (134)”

Raw XML Appendix159 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0GARNETT AND GOLD FINANCIAL CORP
IRS990EZ/BooksInCareOfDetail/PhoneNum09517829177
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03900 MARKET ST SUITE 250
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0RIVERSIDE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092501
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt04497
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt03577
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt05200
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-786
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt04497
IRS990EZ/Form990TotalAssetsGrp/EOYAmt03577
IRS990EZ/GrantsAndSimilarAmountsPaidAmt05402
IRS990EZ/GrossReceiptsAmt025831
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt02
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt04497
IRS990EZ/NetAssetsOrFundBalancesEOYAmt03577
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt04497
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt03577
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CARMEN ROBERTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DELL ROBERTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2WANDA SCRUGGS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DANA LOFTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2BAORD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt0-134
IRS990EZ/OtherExpensesTotalAmt020900
IRS990EZ/OtherRevenueTotalAmt020629
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CULTURAL ACTIVIES AND EXPOSURE
IRS990EZ/PrintingPublicationsPostageAmt0315
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE CULTURAL ACTIVITIES AND EXPOSURE TO THE CITIZENS OF RIVERSIDE COUNTY CALIFORNIA
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt026617
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt025831
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0BLACKHISTORYCOMMITTEE.ORG/
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt025831
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt025315
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt08943
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt029872
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt023821
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0113782
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt025831
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt025315
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt07700
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt029872
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt023821
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0112539
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0226321
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt051662
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt050630
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt016643
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt059744
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt047642
IRS990ScheduleA/Total509Grp/TotalAmt0226321
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt051662
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt050630
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt016643
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt059744
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt047642
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0226321
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTSPECIAL EVENTS NON GIFT 20,504CONTRIBUTIONS 125
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY TABLE SPONSORSHIP GRANTEE NAACP FREEDOM FUND STREET PO BOX 55131 CITY, STATE, ZIP RIVERSIDE, CA 92517RELATIONSHIP NONE AMOUNT 1,000ACTIVITY EYW CONFERENCE GRANTEE VARIOUS RECEIPTS RELATIONSHIP ANNUAL CONFERENCE AMOUNT 4,402
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION AMOUNTBUSINESS LICENCE AND PERMITS 2,370POSTAGE 96TSHIRTS 2,230ADVERTISING AND MARKETING 100BANK SERVICE CHARGES 276OFFICE SUPPLIES 32SUPPLIES 454COMPUTER AND INTERNET 487INSURANCE 2,784SPECIAL EVENTS 1,860SPECIAL EVENT EMPOWER WOMEN 4,402FACILITIES AND EQUIPMENT RENTAL 4,109TABLE SPONSORSHIP 1,000SCHOLARSHIP EWP 500GIFT CARDS 200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION AMOUNTADJUSTMENT (134)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other changes in net assets or fund balances Part I line 20
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ADRIAN D ROBERTS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09517829177
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ADRIAN DELL AND CARMEN ROBERTS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ADRI
ReturnHeader/Filer/EIN0330056607
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 55604
ReturnHeader/Filer/USAddress/CityNm0RIVERSIDE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092517
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0236DFE4A0B6ABD850853E08A3768BB8BDCE0F3E8
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0236DFE4A0B6ABD850853E08A3768BB8BDCE0F3E8
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId03367742019316yn35j3p
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-11-12
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt047.33.83.24
ReturnHeader/FilingSecurityInformation/IPDt02019-11-12
ReturnHeader/FilingSecurityInformation/IPTm023:59:34
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0452924160
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GARNETT and GOLD FINANCIAL CORP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03900 MARKET ST SUITE 250
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Riverside
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092501
ReturnHeader/PreparerPersonGrp/PhoneNum09517829177
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MONICA HODGSON EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-11-12T23:49:40-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-08-01
ReturnHeader/TaxPeriodEndDt02018-07-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,577
Liabilities
$0
Net assets
$3,577
Revenue
$25,831
Expenses
$26,617
Net income
-$786
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$1.20$0.81$0.39
2022Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.67$0.37$0.31
2021Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.42$0.20$0.23
2020Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.93$0.51$0.43
2019Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$0.78$0.45$0.32
2018Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$0.26$0.27$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$0.25$0.32$0.07
2016Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.17$0.23$0.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.19$0.00$0.19$0.30$0.22$0.08