Civic Intelligence

The Adrian Dell and Carmen Roberts Foundation Corporation

990EZ • Fiscal year 2020 • EIN 33-0056607

Aug 01, 2019 to Jul 31, 2020 • Filed on Dec 15, 2020

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

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

87th percentile

46%

Higher net margin than 87% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

89th percentile

116%

Faster asset growth than 89% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

79th percentile

20%

Faster revenue growth than 79% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$77,180

Up $41,378 (+116%) from 2019

Net Assets

Up

$77,180

Up $41,378 (+116%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$93,303

Up $15,588 (+20%) from 2019

Expenses

Up

$50,719

Up $5,229 (+11%) from 2019

Net Income

Up

$42,584

Up $10,359 (+32%) from 2019

Historical Trend

Balance Sheet Trend

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

2020

Assets$77,180
Liabilities$0
Net Assets$77,180

Operations Trend

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

2020

Revenue$93,303
Expenses$50,719
Net Income$42,584
Jump To
Filing Snapshot
Filing Period
Aug 1, 2019 to Jul 31, 2020
Signed
Dec 15, 2020
Return Version
2019v5.1
Gross Receipts
$93,303
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

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
9092135583
Signed
2020-12-15
Discuss with paid preparer
Yes

Preparer

Firm
GARNETT and GOLD FINANCIAL CORP
Address
3900 MARKET ST SUITE 210, Riverside, CA 92501
Preparer
Monica Hodgson Ea
Phone
9517829177
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

Activity north high school basketball team grantee north high school street 1550 third st city, state, zip riverside, ca 92507relationship sponsor amount 500

Description of other expenses Part I line 16

Description amountbusiness licence and permits 1,579special events jotr and parade 6,309tshirts parade 2,398meals donation 2,479bank charges 12supplies 2,497office supplies 124back pack give away 6,000insurance 150contributions to other non profits 2,200

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

Description amountadjustment to retained earnings (1,206)

Description of other assets Part II line 24

Category beginning of year end of yearsecurity deposit 1,000 0

Raw XML Appendix178 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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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/BOYAmt034802
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt077180
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt020350
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt042584
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt015823
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt0500
IRS990EZ/GrossReceiptsAmt093303
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt023
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt035802
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt035802
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt077180
IRS990EZ/OccupancyRentUtltsAndMaintAmt08222
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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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/BOYAmt01000
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt0-1206
IRS990EZ/OtherExpensesTotalAmt023748
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CULTURAL ACTIVIES AND EXPOSURE
IRS990EZ/PrintingPublicationsPostageAmt02426
IRS990EZ/ProgramServiceRevenueAmt072930
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/TotalExpensesAmt050719
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt093303
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0BLACKHISTORYCOMMITTEE.ORG/
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt093303
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt077705
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt025831
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt025315
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt08943
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0231097
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt023
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt011
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt034
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt093303
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt077705
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt025831
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt025315
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt07700
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0229854
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt023
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt011
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt034
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0460951
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0186606
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0155410
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt051662
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt050630
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt016643
IRS990ScheduleA/Total509Grp/TotalAmt0460951
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0186629
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0155421
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt051662
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt050630
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt016643
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0460985
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY NORTH HIGH SCHOOL BASKETBALL TEAM GRANTEE NORTH HIGH SCHOOL STREET 1550 THIRD ST CITY, STATE, ZIP RIVERSIDE, CA 92507RELATIONSHIP SPONSOR AMOUNT 500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTBUSINESS LICENCE AND PERMITS 1,579SPECIAL EVENTS JOTR AND PARADE 6,309TSHIRTS PARADE 2,398MEALS DONATION 2,479BANK CHARGES 12SUPPLIES 2,497OFFICE SUPPLIES 124BACK PACK GIVE AWAY 6,000INSURANCE 150CONTRIBUTIONS TO OTHER NON PROFITS 2,200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION AMOUNTADJUSTMENT TO RETAINED EARNINGS (1,206)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CATEGORY BEGINNING OF YEAR END OF YEARSECURITY DEPOSIT 1,000 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other changes in net assets or fund balances Part I line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Description of other assets Part II line 24
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ADRIAN D ROBERTS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09092135583
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-12-15
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/AtSubmissionCreationDeviceId09042B96BA364F611662E70515BE5C60F03DA0B10
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId09042B96BA364F611662E70515BE5C60F03DA0B10
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId03367742020350kyrxql5
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-12-15
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0184.171.130.253
ReturnHeader/FilingSecurityInformation/IPDt02020-12-15
ReturnHeader/FilingSecurityInformation/IPTm023:53:49
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0452924160
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GARNETT and GOLD FINANCIAL CORP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03900 MARKET ST SUITE 210
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Riverside
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092501
ReturnHeader/PreparerPersonGrp/PhoneNum09517829177
ReturnHeader/PreparerPersonGrp/PreparationDt02020-12-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MONICA HODGSON EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-12-15T23:53:07-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-08-01
ReturnHeader/TaxPeriodEndDt02020-07-31
ReturnHeader/TaxYr02019

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