Civic Intelligence

The Kelly J Roberts Private Foundation

EIN 46-4159224 • Newport Beach, CA

4100 Newport Place 400Newport Beach, CA 92660
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

27th percentile

-17%

Higher net margin than 27% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

36th percentile

-14%

Faster asset growth than 36% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$10,932

Down $1,725 (-14%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$10,932

Down $1,725 (-14%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin27th percentile

Revenue

Up

$10,000

Up $10,000 from 2023

Expenses

Up

$11,725

Up $5,000 (+74%) from 2023

Net Income

Up

-$1,725

Up $5,000 (+74%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth36th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30K$20K$10K$0Assets 2014: $7,444Liabilities 2014: $0Net Assets 2014: $7,4442014Assets 2015: $3,705Liabilities 2015: $0Net Assets 2015: $3,7052015Assets 2016: $2,215Liabilities 2016: $0Net Assets 2016: $2,2152016Assets 2017: $24,102Liabilities 2017: $0Net Assets 2017: $24,1022017Assets 2018: $5,066Liabilities 2018: $0Net Assets 2018: $5,0662018Assets 2019: $3,472Liabilities 2019: $0Net Assets 2019: $3,4722019Assets 2020: $2,762Liabilities 2020: $0Net Assets 2020: $2,7622020Assets 2021: $20,932Liabilities 2021: $0Net Assets 2021: $20,9322021Assets 2022: $19,382Liabilities 2022: $0Net Assets 2022: $19,3822022Assets 2023: $12,657Liabilities 2023: $0Net Assets 2023: $12,6572023Assets 2024: $10,932Liabilities 2024: $0Net Assets 2024: $10,9322024

Highlighted filing

2024

Assets$10,932
Liabilities$0
Net Assets$10,932
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2014: $10,000Expenses 2014: $2,556Net Income 2014: $7,4442014Revenue 2015: $5,000Expenses 2015: $8,739Net Income 2015: -$3,7392015Revenue 2016: $125,000Expenses 2016: $126,490Net Income 2016: -$1,4902016Revenue 2017: $47,500Expenses 2017: $25,613Net Income 2017: $21,8872017Revenue 2018: $25,000Expenses 2018: $44,036Net Income 2018: -$19,0362018Revenue 2019: $140,000Expenses 2019: $141,594Net Income 2019: -$1,5942019Revenue 2020: $30,000Expenses 2020: $30,710Net Income 2020: -$7102020Revenue 2021: $70,000Expenses 2021: $51,830Net Income 2021: $18,1702021Revenue 2022: $30,000Expenses 2022: $31,550Net Income 2022: -$1,5502022Revenue 2023: $0Expenses 2023: $6,725Net Income 2023: -$6,7252023Revenue 2024: $10,000Expenses 2024: $11,725Net Income 2024: -$1,7252024

Highlighted filing

2024

Revenue$10,000
Expenses$11,725
Net Income-$1,725
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,932
Liabilities
$0
Net assets
$10,932
Revenue
$10,000
Expenses
$11,725
Net income
-$1,725
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$0.10$0.12$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$0.00$0.07$0.07
2022Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$0.30$0.32$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.70$0.52$0.18
2020Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.30$0.31$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$1.40$1.42$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$0.25$0.44$0.19
2017Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$0.48$0.26$0.22
2016Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$1.25$1.26$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$0.05$0.09$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.10$0.03$0.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 8, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KELLY J ROBERTSPresident-$0--
RICHARD THOMASCFO-$0--
CRAIG RANDALLController-$0--
Filing and Contact Details

Filer

Filer Name
The Kelly J Roberts Private Foundation
EIN
46-4159224
Phone
9498093900
Address
4100 NEWPORT PLACE 400, NEWPORT BEACH, CA 92660

Signing Officer

Name
Kelly J Roberts
Title
President
Phone
9498093900
Signed
2025-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Cbiz Advisors LLC
Address
600 ANTON BLVD SUITE 1600, COSTA MESA, CA 92626
Preparer
Rosanne Smith
Phone
9492365600
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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/UndistributedIncomeGrp/ExcessFromYear1Amt04211
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt029007
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt049417
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt030710
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt010000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt09419
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0263798
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0254379
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0KELLY J ROBERTS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt04100 NEWPORT PLACE SUITE 400
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0NEWPORT BEACH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd092660
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt010000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KELLY J ROBERTS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09498093900
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE KELLY J ROBERTS PRIVATE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0KELL
ReturnHeader/Filer/EIN0464159224
ReturnHeader/Filer/PhoneNum09498093900
ReturnHeader/Filer/USAddress/AddressLine1Txt04100 NEWPORT PLACE 400
ReturnHeader/Filer/USAddress/CityNm0NEWPORT BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092660
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0881478669
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CBIZ ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0600 ANTON BLVD SUITE 1600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COSTA MESA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092626
ReturnHeader/PreparerPersonGrp/PhoneNum09492365600
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROSANNE SMITH
ReturnHeader/ReturnTs02025-05-13T19:25:09-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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