Civic Intelligence

Gerard and Colette Robinson Family Foundation

990PF • Fiscal year 2017 • EIN 33-0831811

Jan 01, 2017 to Dec 31, 2017 • Filed on May 16, 2018

Organization Profile
5655 Lindero Cyn Rd Suite 226Westlake Village, CA 91362

(818) 807-7820

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

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

Liabilities / Revenue

25th percentile

0.00x

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

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

Net Margin

92nd percentile

60%

Higher net margin than 92% of similar nonprofits.

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

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.

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

Asset Growth

58th percentile

4.8%

Faster asset growth than 58% of similar nonprofits.

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

Revenue Growth

81st percentile

40%

Faster revenue growth than 81% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$2,055,658

Up $93,689 (+4.8%) from 2016

Net Assets

Up

$2,055,658

Up $93,689 (+4.8%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin92nd percentile

Revenue

Up

$157,167

Up $45,211 (+40%) from 2016

Expenses

Up

$63,478

Up $879 (+1.4%) from 2016

Net Income

Up

$93,689

Up $44,332 (+90%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$10M$5.0M$0Assets 2014: $1,846,533Liabilities 2014: $0Net Assets 2014: $1,846,5332014Assets 2015: $1,912,612Liabilities 2015: $0Net Assets 2015: $1,912,6122015Assets 2016: $1,961,969Liabilities 2016: $0Net Assets 2016: $1,961,9692016Assets 2017: $2,055,658Liabilities 2017: $0Net Assets 2017: $2,055,6582017Assets 2018: $2,211,920Liabilities 2018: $0Net Assets 2018: $2,211,9202018Assets 2019: $7,475,827Liabilities 2019: $0Net Assets 2019: $7,475,8272019Assets 2020: $7,749,726Liabilities 2020: $0Net Assets 2020: $7,749,7262020Assets 2021: $8,218,904Liabilities 2021: $0Net Assets 2021: $8,218,9042021Assets 2022: $8,453,382Liabilities 2022: $0Net Assets 2022: $8,453,3822022Assets 2023: $8,181,091Liabilities 2023: $0Net Assets 2023: $8,181,0912023Assets 2024: $8,894,505Liabilities 2024: $0Net Assets 2024: $8,894,5052024

Highlighted filing

2017

Assets$2,055,658
Liabilities$0
Net Assets$2,055,658
Open 2017 Filing

Operations Trend

Revenue Growth81st percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2014: $136,319Expenses 2014: $58,902Net Income 2014: $77,4172014Revenue 2015: $136,828Expenses 2015: $70,749Net Income 2015: $66,0792015Revenue 2016: $111,956Expenses 2016: $62,599Net Income 2016: $49,3572016Revenue 2017: $157,167Expenses 2017: $63,478Net Income 2017: $93,6892017Revenue 2018: $215,704Expenses 2018: $59,442Net Income 2018: $156,2622018Revenue 2019: $5,328,677Expenses 2019: $64,770Net Income 2019: $5,263,9072019Revenue 2020: $393,952Expenses 2020: $120,053Net Income 2020: $273,8992020Revenue 2021: $660,064Expenses 2021: $190,886Net Income 2021: $469,1782021Revenue 2022: $636,133Expenses 2022: $401,655Net Income 2022: $234,4782022Revenue 2023: $337,063Expenses 2023: $609,354Net Income 2023: -$272,2912023Revenue 2024: $1,387,000Expenses 2024: $673,586Net Income 2024: $713,4142024

Highlighted filing

2017

Revenue$157,167
Expenses$63,478
Net Income$93,689
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 16, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert L VaderChairmanPT$0--
Colette RobinsonPresidentPT$0--
Carole RobinsonVP & SecretaryPT$0--
Thomas J EllsworthCFOPT$0--
Filing and Contact Details

Filer

Filer Name
The Gerard & Colette Robinson
EIN
33-0831811
Phone
8188077820
Address
5655 Lindero Cyn Rd Suite 226, Westlake Village, CA 91362

Signing Officer

Name
Thomas J Ellsworth
Title
CFO
Signed
2018-05-16
Discuss with paid preparer
Yes

Preparer

Firm
CDH Associates Inc
Address
5655 Lindero Canyon Rd Suite 226, Westlake Village, CA 91362-4054
Preparer
Carl D Hasting Attorney
Phone
8188791034
Raw XML Appendix320 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Colette Robinson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Carole Robinson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Thomas J Ellsworth
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0319 Meadowlark Dr
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Alpine
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0UT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0840041372
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Thomas J Ellsworth
IRS990PF/StatementsRegardingActyGrp/PhoneNum08188077820
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0true
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0true
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0Security investments
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt055000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Medical research.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Education
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Alzheimers Association
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1American Heritage School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02305 Historic Decatur Rd 100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1736 North 100 East
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0San Diego
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1American Fork
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1UT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd092106
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd184003
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt060000
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
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Tax Legal Fees
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt02018
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Attorney General Annual Fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt050
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0671
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt010
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/Amt11400
TaxesSchedule/TaxesDetail/CategoryTxt0CA Franchise Tax Board
TaxesSchedule/TaxesDetail/CategoryTxt1United States Treasury
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt010
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Thomas J Ellsworth
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Gerard & Colette Robinson
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt0GERA
ReturnHeader/Filer/EIN0330831811
ReturnHeader/Filer/PhoneNum08188077820
ReturnHeader/Filer/USAddress/AddressLine1Txt05655 Lindero Cyn Rd Suite 226
ReturnHeader/Filer/USAddress/CityNm0Westlake Village
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091362
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263700787
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CDH Associates Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05655 Lindero Canyon Rd Suite 226
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Westlake Village
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0913624054
ReturnHeader/PreparerPersonGrp/PhoneNum08188791034
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Carl D Hasting Attorney
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-05-15T16:17:35-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,055,658
Liabilities
$0
Net assets
$2,055,658
Revenue
$157,167
Expenses
$63,478
Net income
$93,689
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.89$0.00$8.89$1.39$0.67$0.71
2023Detailed filing. Detailed filing data is available for this year.$8.18$0.00$8.18$0.34$0.61$0.27
2022Detailed filing. Detailed filing data is available for this year.$8.45$0.00$8.45$0.64$0.40$0.23
2021Detailed filing. Detailed filing data is available for this year.$8.22$0.00$8.22$0.66$0.19$0.47
2020Detailed filing. Detailed filing data is available for this year.$7.75$0.00$7.75$0.39$0.12$0.27
2019Detailed filing. Detailed filing data is available for this year.$7.48$0.00$7.48$5.33$0.06$5.26
2018Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$0.22$0.06$0.16
2017Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$0.16$0.06$0.09
2016Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$0.11$0.06$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$0.14$0.07$0.07
2014Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.14$0.06$0.08