Mary S Roberts Private Foundation

990PF • Fiscal year 2019 • EIN 33-0383370

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 28, 2020

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 34% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

0.09x

Higher debt load relative to revenue than 60% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

-33%

Higher net margin than 14% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • $1M-$5M nonprofits • Source year 2019

-0.3%

Faster asset growth than 39% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

-0.7%

Faster revenue growth than 40% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet

Liabilities / Assets34th percentile

Assets

Down

$1,812,150

Down $5,281 (-0.3%) from 2018

Net Assets

Down

$1,810,132

Down $7,189 (-0.4%) from 2018

Liabilities

$2,018

Up $1,908 (+1735%) from 2018

Revenue And Expenses

Liabilities / Revenue60th percentile Net Margin14th percentile

Revenue

Down

$21,521

Down $141 (-0.7%) from 2018

Expenses

$28,710

Up $16,672 (+138%) from 2018

Net Income

Down

-$7,189

Down $16,813 (-175%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

Highlighted filing

2019

Assets$1,812,150

Liabilities$2,018

Net Assets$1,810,132

Open 2019 Filing

Operations Trend

Revenue Growth40th percentile

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

Highlighted filing

2019

Revenue$21,521

Expenses$28,710

Net Income-$7,189

Open 2019 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2019 to Dec 31, 2019
Signed: Apr 28, 2020
Return Version: 2019v5.0

Compensation and Service Providers

Top Officer Pay43rd 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: 2020-04-28
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/MethodOfAccountingAccrualInd	0	X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	0
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	Duane Roberts
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	Gary Roberts
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	2	Ronna Kadow
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	3	Craig Randall
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	Pres.
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	2	Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	3	CFO
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	Craig Randall
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	9498093900
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	0	Riverside Humane Society
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	1	Riverside Bryant Elementary
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	None
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	0	Rounding
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	0	1
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	Miscellaneous
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	70
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	70
TaxesSchedule/TaxesDetail/Amt	0	433
TaxesSchedule/TaxesDetail/Amt	1	10
TaxesSchedule/TaxesDetail/CategoryTxt	0	Federal
TaxesSchedule/TaxesDetail/CategoryTxt	1	State
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	433
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	1	10
ReturnHeader/BuildTS	0	2021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	Craig Randall
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	CFO
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2020-04-28
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	2020-04-28T10:58:17-07:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2019-01-01
ReturnHeader/TaxPeriodEndDt	0	2019-12-31
ReturnHeader/TaxYr	0	2019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $1,812,150
Liabilities: $2,018
Net assets: $1,810,132
Revenue: $21,521
Expenses: $28,710
Net income: -$7,189

	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