Civic Intelligence

The Roberts Foundation

990PF • Fiscal year 2017 • EIN 63-1239872

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 11, 2018

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

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

26th percentile

-11%

Faster asset growth than 26% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

1st percentile

-100%

Faster revenue growth than 1% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$1,270

Down $150 (-11%) from 2016

Net Assets

Down

$1,270

Down $150 (-11%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$0

Down $157 (-100%) from 2016

Expenses

Down

$150

Down $449 (-75%) from 2016

Net Income

Up

-$150

Up $292 (+66%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth26th 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

2017

Assets$1,270
Liabilities$0
Net Assets$1,270
Open 2017 Filing

Operations Trend

Revenue Growth1st 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

2017

Revenue$0
Expenses$150
Net Income-$150
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 11, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay77th 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
2018-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Warren Averett LLC
Address
2500 ACTON ROAD, BIRMINGHAM, AL 35243
Preparer
William Dow
Phone
2059794100
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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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ReturnHeader/BuildTS02019-02-21 02:37:17Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02052224154
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-11
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ReturnHeader/Filer/BusinessNameControlTxt0ROBE
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0209.136.244.2
ReturnHeader/FilingSecurityInformation/IPDt02018-11-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm015:59:34
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/PreparationDt02018-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM DOW
ReturnHeader/ReturnTs02018-11-15T13:24:27-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,270
Liabilities
$0
Net assets
$1,270
Revenue
$0
Expenses
$150
Net income
-$150
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