Civic Intelligence

Mary S Roberts Private Foundation

990PF • Fiscal year 2020 • EIN 33-0383370

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 29, 2021

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

32nd percentile

0.00x

Higher debt load relative to assets than 32% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

35th percentile

0.00x

Higher debt load relative to revenue than 35% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

97th percentile

92%

Higher net margin than 97% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

42nd percentile

1.0%

Faster asset growth than 42% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

56th percentile

2.7%

Faster revenue growth than 56% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$1,830,667

Up $18,517 (+1.0%) from 2019

Net Assets

Up

$1,830,557

Up $20,425 (+1.1%) from 2019

Liabilities

Down

$110

Down $1,908 (-95%) from 2019

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin97th percentile

Revenue

Up

$22,111

Up $590 (+2.7%) from 2019

Expenses

Down

$1,686

Down $27,024 (-94%) from 2019

Net Income

Up

$20,425

Up $27,614 (+384%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth42nd 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

2020

Assets$1,830,667
Liabilities$110
Net Assets$1,830,557
Open 2020 Filing

Operations Trend

Revenue Growth56th 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

2020

Revenue$22,111
Expenses$1,686
Net Income$20,425
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 29, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay44th 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
2021-04-29
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 Appendix237 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/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt00
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt00
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Duane Roberts
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Gary Roberts
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Ronna Kadow
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Craig Randall
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Craig Randall
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
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TaxesSchedule/TaxesDetail/CategoryTxt1State
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0430
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt110
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Craig Randall
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-29
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/PreparerFirmEIN0330721969
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/ReturnTs02021-04-29T08:59:19-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Craig
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Randall
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,830,667
Liabilities
$110
Net assets
$1,830,557
Revenue
$22,111
Expenses
$1,686
Net income
$20,425
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