Civic Intelligence

Margaret a Roberts Charitable Foundation

990PF • Fiscal year 2014 • EIN 36-7238483

Jan 01, 2014 to Dec 31, 2014 • Filed on May 11, 2015

Organization Profile
Sarah M Linsley 300 N Lasalle No4000Chicago, IL 60654

(312) 715-5034

Siviq Scores

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

Liabilities / Assets

16th percentile

0.00x

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

2014 filings • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

16th percentile

0.00x

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

2014 filings • $10M-$25M nonprofits • Source year 2014

Net Margin

41st percentile

1.5%

Higher net margin than 41% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

20th percentile

$20,000

Higher top officer pay than 20% of similar nonprofits.

Top officer pay equals 2.1% of source-year revenue.

2014 filings • $10M-$25M nonprofits • Source year 2014

Asset Growth

33rd percentile

-0.2%

Faster asset growth than 33% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

89th percentile

68%

Faster revenue growth than 89% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets16th percentile

Assets

Down

$12,294,295

Down $29,742 (-0.2%) from 2013

Net Assets

Down

$12,294,295

Down $29,742 (-0.2%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin41st percentile

Revenue

Up

$956,339

Up $386,279 (+68%) from 2013

Expenses

Up

$941,797

Up $244,386 (+35%) from 2013

Net Income

Up

$14,542

Up $141,893 (+111%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$15M$10M$5.0M$0Assets 2012: $12,429,888Liabilities 2012: $0Net Assets 2012: $12,429,8882012Assets 2013: $12,324,037Liabilities 2013: $0Net Assets 2013: $12,324,0372013Assets 2014: $12,294,295Liabilities 2014: $0Net Assets 2014: $12,294,2952014Assets 2015: $12,148,120Liabilities 2015: $0Net Assets 2015: $12,148,1202015Assets 2016: $9,486,111Liabilities 2016: $0Net Assets 2016: $9,486,1112016Assets 2017: $9,947,660Liabilities 2017: $0Net Assets 2017: $9,947,6602017Assets 2018: $7,709,769Liabilities 2018: $0Net Assets 2018: $7,709,7692018Assets 2019: $7,808,746Liabilities 2019: $0Net Assets 2019: $7,808,7462019Assets 2020: $7,889,092Liabilities 2020: $0Net Assets 2020: $7,889,0922020Assets 2021: $8,139,582Liabilities 2021: $0Net Assets 2021: $8,139,5822021Assets 2022: $7,858,182Liabilities 2022: $0Net Assets 2022: $7,858,1822022Assets 2023: $7,401,983Liabilities 2023: $0Net Assets 2023: $7,401,9832023Assets 2024: $6,976,899Liabilities 2024: $0Net Assets 2024: $6,976,8992024

Highlighted filing

2014

Assets$12,294,295
Liabilities$0
Net Assets$12,294,295
Open 2014 Filing

Operations Trend

Revenue Growth89th percentile

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

$4.0M$2.0M$0-$2.0M-$4.0MExpenses 2012: $637,8682012Revenue 2013: $570,060Expenses 2013: $697,411Net Income 2013: -$127,3512013Revenue 2014: $956,339Expenses 2014: $941,797Net Income 2014: $14,5422014Revenue 2015: $796,798Expenses 2015: $985,695Net Income 2015: -$188,8972015Revenue 2016: $143,193Expenses 2016: $2,805,199Net Income 2016: -$2,662,0062016Revenue 2017: $877,046Expenses 2017: $418,117Net Income 2017: $458,9292017Revenue 2018: $638,398Expenses 2018: $3,114,622Net Income 2018: -$2,476,2242018Revenue 2019: $517,142Expenses 2019: $442,918Net Income 2019: $74,2242019Revenue 2020: $654,884Expenses 2020: $574,542Net Income 2020: $80,3422020Revenue 2021: $987,623Expenses 2021: $735,400Net Income 2021: $252,2232021Revenue 2022: $295,662Expenses 2022: $577,057Net Income 2022: -$281,3952022Revenue 2023: $180,508Expenses 2023: $641,786Net Income 2023: -$461,2782023Revenue 2024: $634,664Expenses 2024: $1,071,570Net Income 2024: -$436,9062024

Highlighted filing

2014

Revenue$956,339
Expenses$941,797
Net Income$14,542
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 11, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS G HESSETrusteePT$20,000-$20,000
THOMAS H ROBERTS IIITrustee-$0--
CATHERINE ROBERTS-SUSKINTrustee-$0--
SUSAN SHAWN ROBERTSTrustee-$0--
MICHAEL J ROBERTSTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantBOSTON MEDICAL CENTER FOR HEALTH AND HUMAN RIGHTSGENERAL OPERATING SUPPORTPCBOSTON, MA, US$50,000
Paid GrantCENTER FOR VICTIMS OR TORTUREGENERAL OPERATING SUPPORTPCST PAUL, MN, US$50,000
Paid GrantHEARTLAND ALLIANCE MARJORIE KOVLER CNTRGENERAL OPERATING SUPPORTPCCHICAGO, IL, US$50,000
Paid GrantHOLY SAVIOR CATHOLIC CHURCHGENERAL OPERATING SUPPORTPCWICHITA, KS, US$50,000
Paid GrantNATIONAL NETWORK TO END DOMESTIC VIOLENCEGENERAL OPERATING SUPPORTPCWASHINGTON, DC, US$50,000
Paid GrantNEWMAN STUDENT CENTERGENERAL OPERATING SUPPORTPCDEKALB, IL, US$50,000
Paid GrantPARISH OF THE HOLY EUCHARIST (SACRED HEART PARISH)GENERAL OPERATING SUPPORTPCYARMOUNT, ME, US$50,000
Paid GrantSISTERS OF THE IMMACULATE HEART OF MARYGENERAL OPERATING SUPPORTPCWICHITA, KS, US$50,000
Paid GrantSURVIVORS OF TORTURE INTLGENERAL OPERATING SUPPORTPCSAN DIEGO, CA, US$50,000
Paid GrantADVOCATES AGAINST BATTERING AND ABUSEGENERAL OPERATING SUPPORTPCSTEAMBOAT SPRINGS, CO, US$30,000
Paid GrantBREAK THE CYCLEGENERAL OPERATING SUPPORTPCCULVER CITY, CA, US$30,000
Paid GrantCATHOLIC CHARITIES COUNSELINGGENERAL OPERATING SUPPORTPCWICHITA, KS, US$30,000
Paid GrantNATIONAL DOMESTIC WORKERS ALLIANCEGENERAL OPERATING SUPPORTPCNEW YORK, NY, US$30,000
Paid GrantADVOCATES FOR SURVIVORS OF TORTUNE AND TRAUMAGENERAL OPERATING SUPPORTPCBALTIMORE, MD, US$25,000
Paid GrantCLINICA MARTIN BARO OF UCSF FOUNDATIONGENERAL OPERATING SUPPORTPCSAN FRANCISCO, CA, US$25,000
Paid GrantCOLORADO COALITION AGAINST DOMESTIC VIOLENCEGENERAL OPERATING SUPPORTPCDENVER, CO, US$25,000
Paid GrantINTERVAL HOUSEGENERAL OPERATING SUPPORTPCSEAL BEACH, CA, US$25,000
Paid GrantKHMER HEALTH ADVOCATESGENERAL OPERATING SUPPORTPCWEST HARTFORD, CT, US$25,000
Paid GrantLOWELL COMMUNITY HEALTH CENTER MCCH PROGRAMGENERAL OPERATING SUPPORTPCLOWELL, MA, US$25,000
Paid GrantSAFE PASSAGEGENERAL OPERATING SUPPORTPCDEKALB, IL, US$25,000
Paid GrantSURVIVORS INTL UCSFT TRAUMA RECOVERY CNTRGENERAL OPERATING SUPPORTPCSAN FRANCISCO, CA, US$25,000
Paid GrantHOSPICE CARING INCGENERAL OPERATING SUPPORTPCGALESBURG, MD, US$20,000
Paid GrantWINNEBAGO COUNTY CASAGENERAL OPERATING SUPPORTPCROCKFORD, IL, US$15,000
Paid GrantCASA OF SEDWICK COUNTYGENERAL OPERATING SUPPORTPCWICHITA, KS, US$10,000
Paid GrantSWEET EMERGENCY FUND OF KUSM-W MEDICAL PRACTICE FUNDGENERAL OPERATING SUPPORTPCWICHITA, KS, US$10,000
Paid GrantPINE ACRES CARE CENTERGENERAL OPERATING SUPPORTPCDEKALB, IL, US$2,500
Paid GrantVILLA MARIAGENERAL OPERATING SUPPORTPCMULVANE, KS, US$2,500
Filing and Contact Details

Filer

Filer Name
Margaret a Roberts Charitable Foundation
EIN
36-7238483
Phone
3127155034
Address
SARAH M LINSLEY 300 N LASALLE NO, 4000, CHICAGO, IL 60654

Signing Officer

Name
Thomas G Hesse
Title
Trustee
Phone
3127155034
Signed
2015-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Quarles & Brady Llp
Address
300 N LASALLE STREET SUITE 4000, CHICAGO, IL 60654
Preparer
Sarah M Linsley
Phone
3127155000
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0240930
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt160000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2265025
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4250000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5350000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6240000
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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,294,295
Liabilities
$0
Net assets
$12,294,295
Revenue
$956,339
Expenses
$941,797
Net income
$14,542
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.98$0.00$6.98$0.63$1.07$0.44
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.40$0.00$7.40$0.18$0.64$0.46
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.86$0.00$7.86$0.30$0.58$0.28
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.14$0.00$8.14$0.99$0.74$0.25
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.89$0.00$7.89$0.65$0.57$0.08
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.81$0.00$7.81$0.52$0.44$0.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.71$0.00$7.71$0.64$3.11$2.48
2017Detailed filing. Detailed filing data is available for this year.$9.95$0.00$9.95$0.88$0.42$0.46
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.49$0.00$9.49$0.14$2.81$2.66
2015Detailed filing. Detailed filing data is available for this year.$12.1$0.00$12.1$0.80$0.99$0.19
2014Detailed filing. Detailed filing data is available for this year.$12.3$0.00$12.3$0.96$0.94$0.01
2013Detailed filing. Detailed filing data is available for this year.$12.3$0.00$12.3$0.57$0.70$0.13
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.4$0.00$12.4$0.64
Peer Organizations

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