Civic Intelligence

Gerard and Colette Robinson Family Foundation

990PF • Fiscal year 2018 • EIN 33-0831811

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 01, 2019

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

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

95th percentile

72%

Higher net margin than 95% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

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.

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

71st percentile

7.6%

Faster asset growth than 71% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

83rd percentile

37%

Faster revenue growth than 83% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$2,211,920

Up $156,262 (+7.6%) from 2017

Net Assets

Up

$2,211,920

Up $156,262 (+7.6%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin95th percentile

Revenue

Up

$215,704

Up $58,537 (+37%) from 2017

Expenses

Down

$59,442

Down $4,036 (-6.4%) from 2017

Net Income

Up

$156,262

Up $62,573 (+67%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth71st 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

2018

Assets$2,211,920
Liabilities$0
Net Assets$2,211,920
Open 2018 Filing

Operations Trend

Revenue Growth83rd 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

2018

Revenue$215,704
Expenses$59,442
Net Income$156,262
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 1, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert L VaderChairmanPT$0--
Carole RobinsonPres & SectyPT$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
2019-04-01
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 Appendix281 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/SummaryOfDirectChrtblActyGrp/Description1Txt0Security investments
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt055000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Medical research.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Alzheimers Association
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02305 Historic Decatur Rd 100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0San Diego
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd092106
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt055000
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/LegalFeesAmt01993
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Attorney General Annual Fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1CA Secretary of State Fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt050
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt120
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt010
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/Amt12369
TaxesSchedule/TaxesDetail/CategoryTxt0CA Franchise Tax Board
TaxesSchedule/TaxesDetail/CategoryTxt1United States Treasury
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt010
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Thomas J Ellsworth
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-01
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/ReturnTs02019-05-11T09:49:50-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,211,920
Liabilities
$0
Net assets
$2,211,920
Revenue
$215,704
Expenses
$59,442
Net income
$156,262
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