Civic Intelligence

Margaret a Roberts Charitable Foundation

990PF • Fiscal year 2017 • EIN 36-7238483

Jan 01, 2017 to Dec 31, 2017 • Filed on May 09, 2018

Organization Profile
Quarles Brady Llp300 N LasalleChicago, IL 60654

(312) 715-5075

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

17th percentile

0.00x

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Net Margin

90th percentile

52%

Higher net margin than 90% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

31st percentile

$15,000

Higher top officer pay than 31% of similar nonprofits.

Top officer pay equals 1.7% of source-year revenue.

2017 filings • $5M-$10M nonprofits • Source year 2017

Asset Growth

55th percentile

4.9%

Faster asset growth than 55% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

98th percentile

512%

Faster revenue growth than 98% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$9,947,660

Up $461,549 (+4.9%) from 2016

Net Assets

Up

$9,947,660

Up $461,549 (+4.9%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin90th percentile

Revenue

Up

$877,046

Up $733,853 (+512%) from 2016

Expenses

Down

$418,117

Down $2,387,082 (-85%) from 2016

Net Income

Up

$458,929

Up $3,120,935 (+117%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth55th 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

2017

Assets$9,947,660
Liabilities$0
Net Assets$9,947,660
Open 2017 Filing

Operations Trend

Revenue Growth98th 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

2017

Revenue$877,046
Expenses$418,117
Net Income$458,929
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 9, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay31st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS G HESSETrusteePT$15,000-$15,000
SUSAN SHAWN ROBERTSTrustee-$0--
MICHAEL J ROBERTSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Margaret a Roberts Charitable Foundation
EIN
36-7238483
Phone
3127155075
Address
QUARLES BRADY LLP300 N LASALLE, CHICAGO, IL 60654

Signing Officer

Name
Thomas G Hesse
Title
Trustee
Phone
3127155075
Signed
2018-05-09
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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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FPRM 990-PF PART VII-A LINE 12
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0IN FEBRUARY 2016, THE FOUNDATION MADE A DISTRIBUTION TO FIDELITY CHARITY FOR CREDIT TO A DONOR ADVISED FUND WITH RESPECT TO WHICH THOMAS H ROBERTS III, A FORMER DIRECTOR OF THE FOUNDATION, IS THE ADVISOR. FIDELITY CHARITY IS A PUBLIC CHARITY. THE DISTRIBUTION HAS BEEN TREATED AS A QUALIFYING DISTRIBUTION AND DISTRIBUTIONS FROM THE DONOR ADVISED FUND ARE LIMITED TO DISTRIBUTIONS PERMITTED UNDER CODE SECTION 170(C)(2)(B). THE FORMER DIRECTOR CONFIRMED THAT HE WILL DIRECT THE USE OF THE FUNDS IN A MANNER CONSISTENT WITH THE PURPOSES SET FORTH IN THE FOUNDATION'S CONTROLLING TRUST AGREEMENT. THE FOUNDATION HAS NO RETAINED POWER TO CONTROL THE DISTRIBUTION OF THESE FUNDS.
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1114170
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2564000
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4199154
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5114170
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
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Filings

Displayed year

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

Open filing
Assets
$9,947,660
Liabilities
$0
Net assets
$9,947,660
Revenue
$877,046
Expenses
$418,117
Net income
$458,929
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