Civic Intelligence

Mary S Roberts Private Foundation

990PF • Fiscal year 2023 • EIN 33-0383370

Jan 01, 2023 to Dec 31, 2023 • Filed on Sep 25, 2024

Organization Profile
4100 Newport Place 400Newport Beach, CA 92660

(949) 809-3900

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

90th percentile

58%

Higher net margin than 90% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

45th percentile

1.1%

Faster asset growth than 45% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

77th percentile

35%

Faster revenue growth than 77% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$1,678,046

Up $17,457 (+1.1%) from 2022

Net Assets

Up

$1,678,046

Up $17,457 (+1.1%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin90th percentile

Revenue

Up

$30,275

Up $7,879 (+35%) from 2022

Expenses

Down

$12,818

Down $100,098 (-89%) from 2022

Net Income

Up

$17,457

Up $107,977 (+119%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth45th 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

2023

Assets$1,678,046
Liabilities$0
Net Assets$1,678,046
Open 2023 Filing

Operations Trend

Revenue Growth77th 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

2023

Revenue$30,275
Expenses$12,818
Net Income$17,457
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Sep 25, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay46th 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
2024-09-25
Discuss with paid preparer
Yes

Preparer

Firm
Marcum Llp
Address
600 ANTON BLVD SUITE 1600, COSTA MESA, CA 92626
Preparer
Rosanne Smith
Phone
9492365600
Raw XML Appendix287 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/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt028683
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt028683
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt053535
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt037263
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01686
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt028710
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt012038
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt028683
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0104549
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt053535
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt037263
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01686
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt012065
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0104549
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0133232
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt0251
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt111093
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISCELLANEOUS ADMINISTRATIVE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt111093
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DUANE ROBERTS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09498093900
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-09-25
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/PreparerFirmEIN0111986323
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARCUM LLP
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/PreparerPersonNm0ROSANNE SMITH
ReturnHeader/ReturnTs02024-10-11T17:40:04-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,678,046
Liabilities
$0
Net assets
$1,678,046
Revenue
$30,275
Expenses
$12,818
Net income
$17,457
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