Mary S Roberts Private Foundation

990PF • Fiscal year 2017 • EIN 33-0383370

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 24, 2018

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.

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

0.00x

Higher debt load relative to revenue than 29% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

17%

Higher net margin than 73% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Higher top officer pay than 42% of similar nonprofits.

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

2017 filings • $1M-$5M nonprofits • Source year 2017

0.3%

Faster asset growth than 41% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

-69%

Faster revenue growth than 3% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet

Liabilities / Assets26th percentile

Assets

$1,807,808

Up $5,390 (+0.3%) from 2016

Net Assets

$1,807,698

Up $5,390 (+0.3%) from 2016

Liabilities

Flat

$110

Flat from 2016

Revenue And Expenses

Liabilities / Revenue29th percentile Net Margin73rd percentile

Revenue

Down

$31,660

Down $71,501 (-69%) from 2016

Expenses

Down

$26,270

Down $5,893 (-18%) from 2016

Net Income

Down

$5,390

Down $65,608 (-92%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

Highlighted filing

2017

Assets$1,807,808

Liabilities$110

Net Assets$1,807,698

Open 2017 Filing

Operations Trend

Revenue Growth3rd percentile

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

Highlighted filing

2017

Revenue$31,660

Expenses$26,270

Net Income$5,390

Open 2017 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2017 to Dec 31, 2017
Signed: Apr 24, 2018
Return Version: 2017v2.2

Compensation and Service Providers

Top Officer Pay42nd percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
Duane Roberts	Pres.	-	$0	-	-
Gary Roberts	Director	-	$0	-	-
Ronna Kadow	Secretary	-	$0	-	-
Craig Randall	CFO	-	$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: 2018-04-24
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

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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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	Gary Roberts
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	2	Ronna Kadow
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	32163
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	39577
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	59275
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	77855
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	77855
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	157181
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	26166
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	32163
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	39577
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	59275
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	26166
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	26166
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	235036
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	208870
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	Bank charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	Miscellaneous
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	2	Tax prep
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	50
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	1	770
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	104
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	50
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	2	770
TaxesSchedule/TaxesDetail/Amt	0	2092
TaxesSchedule/TaxesDetail/Amt	1	10
TaxesSchedule/TaxesDetail/CategoryTxt	0	Federal
TaxesSchedule/TaxesDetail/CategoryTxt	1	State
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	2092
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	1	10
ReturnHeader/BuildTS	0	2018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	Craig Randall
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	CFO
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2018-04-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	MARY S ROBERTS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	MARY
ReturnHeader/Filer/EIN	0	330383370
ReturnHeader/Filer/PhoneNum	0	9498093900
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	4100 Newport Place
ReturnHeader/Filer/USAddress/CityNm	0	Newport Beach
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	CA
ReturnHeader/Filer/USAddress/ZIPCd	0	92660
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	330721969
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	Richard Thomas Professional Accountancy Corp
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	435 Bonvue Terrace
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Laguna Beach
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	92651
ReturnHeader/PreparerPersonGrp/PhoneNum	0	9499221421
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Richard B Thomas
ReturnHeader/ReturnTs	0	2018-04-24T17:44:44-07:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2017-01-01
ReturnHeader/TaxPeriodEndDt	0	2017-12-31
ReturnHeader/TaxYr	0	2017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $1,807,808
Liabilities: $110
Net assets: $1,807,698
Revenue: $31,660
Expenses: $26,270
Net income: $5,390

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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