Civic Intelligence

The Roberts Foundation

990PF • Fiscal year 2014 • EIN 63-1239872

Jan 01, 2014 to Dec 31, 2014 • Filed on May 08, 2015

Organization Profile
P O Box 43186Birmingham, AL 35243

(205) 222-4154

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Higher debt load relative to assets than 60% of similar nonprofits.

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

Liabilities / Revenue

96th percentile

1.00x

Higher debt load relative to revenue than 96% of similar nonprofits.

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

Net Margin

1st percentile

-9800%

Higher net margin than 1% 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

34th percentile

-5.0%

Faster asset growth than 34% of similar nonprofits.

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

Revenue Growth

48th percentile

0.0%

Faster revenue growth than 48% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$1,862

Down $99 (-5.0%) from 2013

Net Assets

Down

$1,862

Down $99 (-5.0%) from 2013

Liabilities

Flat

$1

Flat from 2013

Revenue And Expenses
Liabilities / Revenue96th percentileNet Margin1st percentile

Revenue

Flat

$1

Flat from 2013

Expenses

Up

$99

Up $99 from 2013

Net Income

Down

-$98

Down $99 (-9900%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$6.0K$4.0K$2.0K$0Assets 2011: $4,832Liabilities 2011: $02011Assets 2012: $1,961Liabilities 2012: $0Net Assets 2012: $1,9612012Assets 2013: $1,961Liabilities 2013: $1Net Assets 2013: $1,9612013Assets 2014: $1,862Liabilities 2014: $1Net Assets 2014: $1,8622014Assets 2015: $1,862Liabilities 2015: $02015Assets 2016: $1,420Liabilities 2016: $0Net Assets 2016: $1,4202016Assets 2017: $1,270Liabilities 2017: $0Net Assets 2017: $1,2702017Assets 2018: $1,122Liabilities 2018: $0Net Assets 2018: $1,1222018Assets 2019: $1,125Liabilities 2019: $1Net Assets 2019: $1,1252019

Highlighted filing

2014

Assets$1,862
Liabilities$1
Net Assets$1,862
Open 2014 Filing

Operations Trend

Revenue Growth48th percentile

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

$3.0K$2.0K$1.0K$0-$1.0KRevenue 2011: $855Expenses 2011: $830Net Income 2011: $252011Expenses 2012: $2,8732012Revenue 2013: $1Expenses 2013: $0Net Income 2013: $12013Revenue 2014: $1Expenses 2014: $99Net Income 2014: -$982014Revenue 2015: $1Expenses 2015: $0Net Income 2015: $12015Revenue 2016: $157Expenses 2016: $599Net Income 2016: -$4422016Revenue 2017: $0Expenses 2017: $150Net Income 2017: -$1502017Revenue 2018: $2Expenses 2018: $150Net Income 2018: -$1482018Revenue 2019: $3Expenses 2019: $0Net Income 2019: $32019

Highlighted filing

2014

Revenue$1
Expenses$99
Net Income-$98
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 8, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANIEL J ROBERTSPresident-$0--
ANNE G ROBERTSDirector-$0--
RONALD M COFIELDDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Roberts Foundation
EIN
63-1239872
Phone
2052224154
Address
P O BOX 43186, BIRMINGHAM, AL 35243

Signing Officer

Name
Daniel J Roberts
Title
President
Phone
2052224154
Signed
2015-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Warren Averett LLC
Address
2500 ACTON ROAD, BIRMINGHAM, AL 35243
Preparer
William Dow
Phone
2059794100
Raw XML Appendix260 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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ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DANIEL J ROBERTS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02052224154
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ROBERTS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0631239872
ReturnHeader/Filer/PhoneNum02052224154
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd035243
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0454084437
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WARREN AVERETT LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02500 ACTON ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BIRMINGHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd035243
ReturnHeader/PreparerPersonGrp/PhoneNum02059794100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM DOW
ReturnHeader/ReturnTs02015-05-14T13:08:08-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,862
Liabilities
$1
Net assets
$1,862
Revenue
$1
Expenses
$99
Net income
-$98
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$1,125$1$1,125$3$0$3
2018Detailed filing. Detailed filing data is available for this year.$1,122$0$1,122$2$150$148
2017Detailed filing. Detailed filing data is available for this year.$1,270$0$1,270$0$150$150
2016Detailed filing. Detailed filing data is available for this year.$1,420$0$1,420$157$599$442
2015Summary only. Only limited summary data is available for this year.$1,862$0$1$0$1
2014Detailed filing. Detailed filing data is available for this year.$1,862$1$1,862$1$99$98
2013Detailed filing. Detailed filing data is available for this year.$1,961$1$1,961$1$0$1
2012Detailed filing. Detailed filing data is available for this year.$1,961$0$1,961$2,873
2011Summary only. Only limited summary data is available for this year.$4,832$0$855$830$25