Civic Intelligence

Roberta Freeman Cox Charitable Foundation

990PF • Fiscal year 2020 • EIN 33-0936915

Jan 01, 2020 to Dec 31, 2020 • Filed on Sep 20, 2021

Organization Profile
P O Box 9938Newport Beach, CA 92658

(949) 494-1513

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

60th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

93rd percentile

71%

Higher net margin than 93% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

80th percentile

39%

Faster asset growth than 80% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

43rd percentile

-21%

Faster revenue growth than 43% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$276,459

Up $77,296 (+39%) from 2019

Net Assets

Up

$276,338

Up $77,175 (+39%) from 2019

Liabilities

Up

$121

Up $121 from 2019

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin93rd percentile

Revenue

Down

$110,520

Down $29,820 (-21%) from 2019

Expenses

Down

$31,545

Down $166,506 (-84%) from 2019

Net Income

Up

$78,975

Up $136,686 (+237%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth80th percentile

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

$400K$300K$200K$100K$0Assets 2016: $374,962Liabilities 2016: $1,414Net Assets 2016: $373,5482016Assets 2017: $294,135Liabilities 2017: $0Net Assets 2017: $294,1352017Assets 2018: $257,241Liabilities 2018: $0Net Assets 2018: $257,2412018Assets 2019: $199,163Liabilities 2019: $0Net Assets 2019: $199,1632019Assets 2020: $276,459Liabilities 2020: $121Net Assets 2020: $276,3382020Assets 2021: $225,125Liabilities 2021: $0Net Assets 2021: $225,1252021Assets 2022: $167,087Liabilities 2022: $0Net Assets 2022: $167,0872022Assets 2023: $189,848Liabilities 2023: $1Net Assets 2023: $189,8472023Assets 2024: $188,351Liabilities 2024: $0Net Assets 2024: $188,3512024

Highlighted filing

2020

Assets$276,459
Liabilities$121
Net Assets$276,338
Open 2020 Filing

Operations Trend

Revenue Growth43rd percentile

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

$300K$200K$100K$0-$100KRevenue 2016: $148,658Expenses 2016: $185,877Net Income 2016: -$37,2192016Revenue 2017: $129,247Expenses 2017: $206,295Net Income 2017: -$77,0482017Revenue 2018: $143,426Expenses 2018: $179,311Net Income 2018: -$35,8852018Revenue 2019: $140,340Expenses 2019: $198,051Net Income 2019: -$57,7112019Revenue 2020: $110,520Expenses 2020: $31,545Net Income 2020: $78,9752020Revenue 2021: $66,778Expenses 2021: $117,271Net Income 2021: -$50,4932021Revenue 2022: $195,228Expenses 2022: $253,266Net Income 2022: -$58,0382022Revenue 2023: $246,162Expenses 2023: $223,402Net Income 2023: $22,7602023Revenue 2024: $207,352Expenses 2024: $224,503Net Income 2024: -$17,1512024

Highlighted filing

2020

Revenue$110,520
Expenses$31,545
Net Income$78,975
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Sep 20, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERTA F COXFoundation Mana-$0--
CAROL DAVIS HAMILTONTreasurer-$0--
RONALD LEIFER NAYMARKSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Roberta Freeman Cox
EIN
33-0936915
Address
P O BOX 9938, NEWPORT BEACH, CA 92658

Signing Officer

Name
Roberta Cox
Title
Foundation Manager
Signed
2021-09-20
Discuss with paid preparer
Yes

Preparer

Firm
Mosteller Ischinger & Owens LLC
Address
110 S JEFFERSON RD STE 303, WHIPPANY, NJ 07981
Preparer
David S Ischinger CPA
Phone
9733269500
Raw XML Appendix297 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/PersonNm0ROBERTA F COX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1CAROL DAVIS HAMILTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2RONALD LEIFER NAYMARK
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Secretary
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0186690
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0168755
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0199296
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0184123
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0167605
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0167605
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0769364
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt030500
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0186690
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0168755
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0199296
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0184123
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt030500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt030500
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0936969
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0906469
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0ROBERTA FREEMAN COX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0PO BOX 9938
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0NEWPORT BEACH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd092658
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt027000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0680
OtherDecreasesSchedule/OtherDecreasesDetail/Amt11120
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FEDERAL TAXES PAID
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1PRIOR YEAR TAX ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ANNUAL FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANKING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2CHECKS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt160
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt225
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt385
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERTA COX
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Foundation Manager
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROBERTA FREEMAN COX
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0330936915
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 9938
ReturnHeader/Filer/USAddress/CityNm0NEWPORT BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092658
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0223660241
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MOSTELLER ISCHINGER & OWENS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0110 S JEFFERSON RD STE 303
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WHIPPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd007981
ReturnHeader/PreparerPersonGrp/PhoneNum09733269500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID S ISCHINGER CPA
ReturnHeader/ReturnTs02021-09-20T07:33:42-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBERTA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0COX
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$276,459
Liabilities
$121
Net assets
$276,338
Revenue
$110,520
Expenses
$31,545
Net income
$78,975
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$2.07$2.25$0.17
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.90$0.00$1.90$2.46$2.23$0.23
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.67$0.00$1.67$1.95$2.53$0.58
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.25$0.00$2.25$0.67$1.17$0.50
2020Detailed filing. Detailed filing data is available for this year.$2.76$0.00$2.76$1.11$0.32$0.79
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.99$0.00$1.99$1.40$1.98$0.58
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.57$0.00$2.57$1.43$1.79$0.36
2017Detailed filing. Detailed filing data is available for this year.$2.94$0.00$2.94$1.29$2.06$0.77
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.75$0.01$3.74$1.49$1.86$0.37
Peer Organizations

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