Civic Intelligence

Mary S Roberts Foundation

EIN 33-0383370 • Newport Beach, CA

4100 Newport Place 400Newport Beach, CA 92660
Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

97th percentile

94%

Higher net margin than 97% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2022

Asset Growth

47th percentile

1.8%

Faster asset growth than 47% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2022 to 2024

Revenue Growth

79th percentile

41%

Faster revenue growth than 79% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$1,719,731

Up $41,685 (+2.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,719,731

Up $41,685 (+2.5%) from 2023

Operations
Liabilities / Revenue30th percentileNet Margin97th percentile

Revenue

Up

$44,397

Up $14,122 (+47%) from 2023

Expenses

Down

$2,712

Down $10,106 (-79%) from 2023

Net Income

Up

$41,685

Up $24,228 (+139%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth47th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2013: $1,733,590Liabilities 2013: $1Net Assets 2013: $1,733,5892013Assets 2014: $1,715,717Liabilities 2014: $110Net Assets 2014: $1,715,6072014Assets 2015: $1,731,419Liabilities 2015: $110Net Assets 2015: $1,731,3092015Assets 2016: $1,802,418Liabilities 2016: $110Net Assets 2016: $1,802,3082016Assets 2017: $1,807,808Liabilities 2017: $110Net Assets 2017: $1,807,6982017Assets 2018: $1,817,431Liabilities 2018: $110Net Assets 2018: $1,817,3212018Assets 2019: $1,812,150Liabilities 2019: $2,018Net Assets 2019: $1,810,1322019Assets 2020: $1,830,667Liabilities 2020: $110Net Assets 2020: $1,830,5572020Assets 2021: $1,751,109Liabilities 2021: $0Net Assets 2021: $1,751,1092021Assets 2022: $1,660,589Liabilities 2022: $0Net Assets 2022: $1,660,5892022Assets 2023: $1,678,046Liabilities 2023: $0Net Assets 2023: $1,678,0462023Assets 2024: $1,719,731Liabilities 2024: $0Net Assets 2024: $1,719,7312024

Highlighted filing

2024

Assets$1,719,731
Liabilities$0
Net Assets$1,719,731
Open 2024 Filing

Operations Trend

Revenue Growth79th percentile

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

$200K$100K$0-$100KRevenue 2013: $162,883Expenses 2013: $63,492Net Income 2013: $99,3912013Revenue 2014: $41,293Expenses 2014: $59,275Net Income 2014: -$17,9822014Revenue 2015: $57,362Expenses 2015: $41,660Net Income 2015: $15,7022015Revenue 2016: $103,161Expenses 2016: $32,163Net Income 2016: $70,9982016Revenue 2017: $31,660Expenses 2017: $26,270Net Income 2017: $5,3902017Revenue 2018: $21,662Expenses 2018: $12,038Net Income 2018: $9,6242018Revenue 2019: $21,521Expenses 2019: $28,710Net Income 2019: -$7,1892019Revenue 2020: $22,111Expenses 2020: $1,686Net Income 2020: $20,4252020Revenue 2021: $21,802Expenses 2021: $101,250Net Income 2021: -$79,4482021Revenue 2022: $22,396Expenses 2022: $112,916Net Income 2022: -$90,5202022Revenue 2023: $30,275Expenses 2023: $12,818Net Income 2023: $17,4572023Revenue 2024: $44,397Expenses 2024: $2,712Net Income 2024: $41,6852024

Highlighted filing

2024

Revenue$44,397
Expenses$2,712
Net Income$41,685
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,719,731
Liabilities
$0
Net assets
$1,719,731
Revenue
$44,397
Expenses
$2,712
Net income
$41,685
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.04$0.00$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.03$0.01$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.02$0.11$0.09
2021Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$0.02$0.10$0.08
2020Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.02$0.00$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$0.02$0.03$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$0.02$0.01$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$0.03$0.03$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.10$0.03$0.07
2015Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.06$0.04$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.04$0.06$0.02
2013Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.16$0.06$0.10
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 8, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DUANE ROBERTSPresident-$0--
GARY ROBERTSDirector-$0--
RONNA KADOWSecretary-$0--
CRAIG RANDALLCFO-$0--
Filing and Contact Details

Filer

Filer Name
Mary S Roberts Foundation
EIN
33-0383370
Phone
9498093900
Address
4100 NEWPORT PLACE 400, NEWPORT BEACH, CA 92660

Signing Officer

Name
Duane Roberts
Title
President
Phone
9498093900
Signed
2025-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Cbiz Advisors LLC
Address
600 ANTON BLVD SUITE 1600, COSTA MESA, CA 92626
Preparer
Rosanne Smith
Phone
9492365600
Raw XML Appendix292 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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IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt017123
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt017123
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt053535
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt037263
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01686
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt012065
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt017123
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt087426
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt053535
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt033891
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt087426
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0104549
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt050
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt1176
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK SERVICE CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt050
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1176
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt0786
TaxesSchedule/TaxesDetail/Amt0786
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DUANE ROBERTS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09498093900
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARY S ROBERTS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MARY
ReturnHeader/Filer/EIN0330383370
ReturnHeader/Filer/PhoneNum09498093900
ReturnHeader/Filer/USAddress/AddressLine1Txt04100 NEWPORT PLACE 400
ReturnHeader/Filer/USAddress/CityNm0NEWPORT BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092660
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0881478669
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CBIZ ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0600 ANTON BLVD SUITE 1600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COSTA MESA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092626
ReturnHeader/PreparerPersonGrp/PhoneNum09492365600
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROSANNE SMITH
ReturnHeader/ReturnTs02025-05-13T19:27:03-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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