Civic Intelligence

Mary S Roberts Private Foundation

990PF • Fiscal year 2016 • EIN 33-0383370

Jan 01, 2016 to Dec 31, 2016 • Filed on Apr 24, 2017

Organization Profile
4100 Newport PlaceNewport Beach, CA 92660

(949) 809-3900

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

Higher debt load relative to assets than 26% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

26th percentile

0.00x

Higher debt load relative to revenue than 26% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

94th percentile

69%

Higher net margin than 94% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

62nd percentile

4.1%

Faster asset growth than 62% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

92nd percentile

80%

Faster revenue growth than 92% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$1,802,418

Up $70,999 (+4.1%) from 2015

Net Assets

Up

$1,802,308

Up $70,999 (+4.1%) from 2015

Liabilities

Flat

$110

Flat from 2015

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin94th percentile

Revenue

Up

$103,161

Up $45,799 (+80%) from 2015

Expenses

Down

$32,163

Down $9,497 (-23%) from 2015

Net Income

Up

$70,998

Up $55,296 (+352%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

$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

2016

Assets$1,802,418
Liabilities$110
Net Assets$1,802,308
Open 2016 Filing

Operations Trend

Revenue Growth92nd percentile

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$103,161
Expenses$32,163
Net Income$70,998
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Apr 24, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Duane RobertsPres.-$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, Newport Beach, CA 92660

Signing Officer

Name
Craig Randall
Title
CFO
Signed
2017-04-24
Discuss with paid preparer
Yes

Preparer

Firm
Richard Thomas Professional Accountancy Corp
Address
435 Bonvue Terrace, Laguna Beach, CA 92651
Preparer
Richard B Thomas
Phone
9499221421
Raw XML Appendix315 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/MethodOfAccountingAccrualInd0X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Duane Roberts
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Gary Roberts
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Ronna Kadow
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Craig Randall
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Pres.
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3CFO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt04100 Newport Place Suite 400
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt14100 Newport Place Suite 400
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt24100 Newport Place Suite 400
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt34100 Newport Place Suite 400
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Newport Beach
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Newport Beach
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Newport beach
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Craig Randall
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Riverside Humane Society
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1God's Helping Hand
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Riverside Bryant Elementary
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3Various public charities
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4American Cancer Society
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5Empowering Young Women
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6Mission Inn Foundation
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt05791 Fremont St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt113958 Hgwy 215
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt24234 3rd St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt34100 Newport Place Suite 400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt46355 Riverside Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5Po Box 55604
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt63696 Main Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Riverside
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Moreno Valley
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Riverside
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Newport Beach
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Riverside
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Riverside
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Riverside
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd092506
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd192553
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd292501
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd392660
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd492506
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd592517
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd692501
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt029481
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/ExcessDistributionCyovYr1Amt039577
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt059275
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt077855
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt092413
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt092413
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0208870
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt032163
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt039577
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt059275
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt077855
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt032163
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt032163
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0301283
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0269120
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Insurance
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Miscellaneous
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0309
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1291
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt245
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0309
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1291
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt245
TaxesSchedule/TaxesDetail/Amt01159
TaxesSchedule/TaxesDetail/Amt110
TaxesSchedule/TaxesDetail/CategoryTxt0Federal
TaxesSchedule/TaxesDetail/CategoryTxt1State
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt01159
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt110
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Craig Randall
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-04-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARY S ROBERTS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MARY
ReturnHeader/Filer/EIN0330383370
ReturnHeader/Filer/PhoneNum09498093900
ReturnHeader/Filer/USAddress/AddressLine1Txt04100 Newport Place
ReturnHeader/Filer/USAddress/CityNm0Newport Beach
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092660
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Richard Thomas Professional Accountancy Corp
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0435 Bonvue Terrace
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Laguna Beach
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092651
ReturnHeader/PreparerPersonGrp/PhoneNum09499221421
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Richard B Thomas
ReturnHeader/ReturnTs02017-04-24T09:16:20-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,802,418
Liabilities
$110
Net assets
$1,802,308
Revenue
$103,161
Expenses
$32,163
Net income
$70,998
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