Civic Intelligence

The Roberti Foundation

990PF • Fiscal year 2023 • EIN 36-4265528

Jan 01, 2023 to Dec 31, 2023 • Filed on May 09, 2024

769 Beverly PlaceLake Forest, IL 60045

(847) 234-4922

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

94th percentile

74%

Higher net margin than 94% 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

56th percentile

4.3%

Faster asset growth than 56% of similar nonprofits.

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

Revenue Growth

84th percentile

60%

Faster revenue growth than 84% of similar nonprofits.

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

Assets

Up

$1,916,563

Up $78,622 (+4.3%) from 2022

Net Assets

Up

$1,916,563

Up $78,622 (+4.3%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$105,815

Up $39,795 (+60%) from 2022

Expenses

Down

$27,193

Down $62,515 (-70%) from 2022

Net Income

Up

$78,622

Up $102,310 (+432%) from 2022

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2015: $1,632,543Liabilities 2015: $0Net Assets 2015: $1,632,5432015Assets 2016: $1,541,005Liabilities 2016: $0Net Assets 2016: $1,541,0052016Assets 2017: $1,307,159Liabilities 2017: $0Net Assets 2017: $1,307,1592017Assets 2018: $1,564,844Liabilities 2018: $0Net Assets 2018: $1,564,8442018Assets 2019: $1,555,683Liabilities 2019: $0Net Assets 2019: $1,555,6832019Assets 2020: $1,808,361Liabilities 2020: $0Net Assets 2020: $1,808,3612020Assets 2021: $1,901,259Liabilities 2021: $0Net Assets 2021: $1,901,2592021Assets 2022: $1,837,941Liabilities 2022: $0Net Assets 2022: $1,837,9412022Assets 2023: $1,916,563Liabilities 2023: $0Net Assets 2023: $1,916,5632023Assets 2024: $1,864,241Liabilities 2024: $0Net Assets 2024: $1,864,2412024

Highlighted filing

2023

Assets$1,916,563
Liabilities$0
Net Assets$1,916,563

Operations Trend

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

$400K$200K$0-$200K-$400KRevenue 2015: $187,484Expenses 2015: $213,904Net Income 2015: -$26,4202015Revenue 2016: -$427Expenses 2016: $91,111Net Income 2016: -$91,5382016Revenue 2017: $85,737Expenses 2017: $319,583Net Income 2017: -$233,8462017Revenue 2018: $281,961Expenses 2018: $26,276Net Income 2018: $255,6852018Revenue 2019: $18,458Expenses 2019: $27,619Net Income 2019: -$9,1612019Revenue 2020: $271,316Expenses 2020: $18,638Net Income 2020: $252,6782020Revenue 2021: $119,988Expenses 2021: $27,090Net Income 2021: $92,8982021Revenue 2022: $66,020Expenses 2022: $89,708Net Income 2022: -$23,6882022Revenue 2023: $105,815Expenses 2023: $27,193Net Income 2023: $78,6222023Revenue 2024: $188,646Expenses 2024: $240,968Net Income 2024: -$52,3222024

Highlighted filing

2023

Revenue$105,815
Expenses$27,193
Net Income$78,622
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 9, 2024
Return Version
2023v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARIBETH ROBERTIPresidentPT$0--
RENEE LEGAULTVP, Secretary-$0--
DONNA SCHROEDERVice President-$0--
KATHY KIEPURAVice President-$0--
KEVIN HODGESTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
The Roberti Foundation
EIN
36-4265528
Phone
8472344922
Address
769 BEVERLY PLACE, LAKE FOREST, IL 60045

Signing Officer

Name
Maritbeth Roberti
Title
President
Phone
8472344922
Signed
2024-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Ostrow Reisin Berk & Abrams Ltd
Address
455 N CITYFRONT PLAZA DR SUITE 1600, CHICAGO, IL 60611
Preparer
Justin Sylvan
Phone
3126707444
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