Civic Intelligence

Fredric Roberts Foundation

990PF • Fiscal year 2014 • EIN 46-4170963

Jan 01, 2014 to Dec 31, 2014 • Filed on Jul 14, 2015

2184 Westridge RoadLos Angeles, CA 90049

(310) 476-9612

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

Higher debt load relative to revenue than 58% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

93rd percentile

61%

Higher net margin than 93% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

98th percentile

386%

Faster asset growth than 98% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

97th percentile

290%

Faster revenue growth than 97% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$316,245

Up $251,199 (+386%) from 2013

Net Assets

$316,245

No earlier filing loaded for comparison.

Liabilities

Up

$1

Up $1 from 2013

Revenue

Up

$411,158

Up $305,726 (+290%) from 2013

Expenses

Up

$159,959

Up $123,156 (+335%) from 2013

Net Income

Up

$251,199

Up $182,570 (+266%) from 2013

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 2013: $65,046Liabilities 2013: $02013Assets 2014: $316,245Liabilities 2014: $1Net Assets 2014: $316,2452014Assets 2015: $408,192Liabilities 2015: $1Net Assets 2015: $408,1922015Assets 2016: $851,402Liabilities 2016: $0Net Assets 2016: $851,4022016Assets 2017: $1,688,444Liabilities 2017: $686Net Assets 2017: $1,687,7582017Assets 2018: $1,753,466Liabilities 2018: $4,343Net Assets 2018: $1,749,1232018Assets 2019: $1,508,915Liabilities 2019: $4,221Net Assets 2019: $1,504,6942019Assets 2020: $1,360,960Liabilities 2020: $651Net Assets 2020: $1,360,3092020Assets 2021: $1,224,617Liabilities 2021: $1,834Net Assets 2021: $1,222,7832021Assets 2022: $942,332Liabilities 2022: $1,732Net Assets 2022: $940,6002022Assets 2023: $867,102Liabilities 2023: $1,931Net Assets 2023: $865,1712023Assets 2024: $689,055Liabilities 2024: $7,563Net Assets 2024: $681,4922024

Highlighted filing

2014

Assets$316,245
Liabilities$1
Net Assets$316,245

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2013: $105,432Expenses 2013: $36,803Net Income 2013: $68,6292013Revenue 2014: $411,158Expenses 2014: $159,959Net Income 2014: $251,1992014Revenue 2015: $250,874Expenses 2015: $158,927Net Income 2015: $91,9472015Revenue 2016: $598,054Expenses 2016: $154,844Net Income 2016: $443,2102016Revenue 2017: $1,021,646Expenses 2017: $189,620Net Income 2017: $832,0262017Revenue 2018: $381,057Expenses 2018: $319,692Net Income 2018: $61,3652018Revenue 2019: $58,307Expenses 2019: $302,736Net Income 2019: -$244,4292019Revenue 2020: $54,319Expenses 2020: $198,704Net Income 2020: -$144,3852020Revenue 2021: $31,443Expenses 2021: $168,969Net Income 2021: -$137,5262021Revenue 2022: $5,285Expenses 2022: $287,468Net Income 2022: -$282,1832022Revenue 2023: $104,307Expenses 2023: $179,736Net Income 2023: -$75,4292023Revenue 2024: $10,090Expenses 2024: $193,769Net Income 2024: -$183,6792024

Highlighted filing

2014

Revenue$411,158
Expenses$159,959
Net Income$251,199
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jul 14, 2015
Return Version
2014v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Fredric RobertsPresidentPT$0--
Henry HackerDirectorPT$0--
Jennifer DanielsSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
The Fredric Roberts Foundation
EIN
46-4170963
Phone
3104769612
Address
2184 Westridge Road, Los Angeles, CA 90049

Signing Officer

Name
Frederic Roberts
Title
President
Signed
2015-07-14
Discuss with paid preparer
Yes

Preparer

Firm
LaRue Corrigan McCormick & Teasdale LLP
Address
5959 Topanga Canyon Blvd Suite 180, Woodland Hills, CA 91367
Preparer
Mike McCormick
Phone
8185879300
Raw XML Appendix384 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/PersonNm0Fredric Roberts
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Henry Hacker
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IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt076828
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt022269
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt150000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SAVE THE CHILDREN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1LA COUNTY MUSEUM OF ART
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt054 WILTON ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt15905 WILSHIRE BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WESTPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1LOS ANGELES
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd190036
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt072269
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt033801
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0182898
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0149097
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt033801
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0149097
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0149097
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0182898
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt033801
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorNum23
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Douglas H Martin
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1Warren A Stephens
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm2Frederic Roberts
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0111 Center Street Ste 500
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1111 Center Street Ste 500
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt22184 Westridge Rd
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Little Rock
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1Little Rock
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm2Los Angeles
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0AR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1AR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd2CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd072201
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd172201
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd290049
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd2X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt012629
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt1251638
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt2149922
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum12
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum23
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt012629
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt1251638
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt2149922
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0240 SHARES OF ENERGY TRANSFER EQUITY, LP
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc14,783 SHARES OF ENEGY TRANSFER EQUITY, LP
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc2800 SHARES OF PIONEER NATURAL RESOURCES CO
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02014-03-14
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12014-03-14
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt22014-10-08
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt07794
LandEtcSchedule2/LandEtcGrp/BookValueAmt021321
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0Machinery and Equipment
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt029115
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt021321
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES - HAHN & HAHN
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0749
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01498
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0749
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1HONORARIUM & WORKSHOPS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2LICENSE & FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4TELEPHONE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0105
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt15868
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt223
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3154
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt426
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0105
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt122
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2154
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt326
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0210
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt15868
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt245
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3308
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt452
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt05000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0WORKSHOP WEBSITE CREATION & MAINTENANCE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt05000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0Fredric Roberts
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt02184 Westridge Rd
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0Los Angeles
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0CA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd090049
TaxesSchedule/TaxesDetail/Amt01986
TaxesSchedule/TaxesDetail/Amt110
TaxesSchedule/TaxesDetail/Amt250
TaxesSchedule/TaxesDetail/Amt325
TaxesSchedule/TaxesDetail/Amt4850
TaxesSchedule/TaxesDetail/CategoryTxt02013 FED EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt12013 FTB FEE
TaxesSchedule/TaxesDetail/CategoryTxt2ATTY GENERAL REGISTRY
TaxesSchedule/TaxesDetail/CategoryTxt3FTB TAX EXEMP APPLICATION FEE
TaxesSchedule/TaxesDetail/CategoryTxt4TAX EXEMP APPLICATION FEE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt010
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt150
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt225
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt3850
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Frederic Roberts
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-07-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Fredric Roberts Foundation
ReturnHeader/Filer/BusinessNameControlTxt0FRED
ReturnHeader/Filer/EIN0464170963
ReturnHeader/Filer/PhoneNum03104769612
ReturnHeader/Filer/USAddress/AddressLine1Txt02184 Westridge Road
ReturnHeader/Filer/USAddress/CityNm0Los Angeles
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090049
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LaRue Corrigan McCormick & Teasdale LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05959 Topanga Canyon Blvd Suite 180
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Woodland Hills
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091367
ReturnHeader/PreparerPersonGrp/PhoneNum08185879300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mike McCormick
ReturnHeader/ReturnTs02015-07-14T14:03:50-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

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