Civic Intelligence

Roberta Foundation

990EZ • Fiscal year 2023 • EIN 84-4115665

Jan 01, 2023 to Dec 31, 2023 • Filed on May 29, 2024

Organization ProfileN/A
618 Sandpebble DriveSchaumburg, IL 60193

(877) 829-5500

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

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

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

98th percentile

92%

Higher net margin than 98% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

57th percentile

5.1%

Faster asset growth than 57% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

95th percentile

208%

Faster revenue growth than 95% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$480,217

Flat from 2023

Net Assets

$480,217

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin98th percentile

Revenue

Flat

$25,316

Flat from 2023

Expenses

Flat

$2,052

Flat from 2023

Net Income

Flat

$23,264

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$600K$400K$200K$0Assets 2020: $414,256Liabilities 2020: $0Net Assets 2020: $414,2562020Assets 2021: $451,160Liabilities 2021: $02021Assets 2022: $456,953Net Assets 2022: $456,9532022Assets 2023: $480,217Net Assets 2023: $480,2172023Assets 2023: $480,217Liabilities 2023: $02023Assets 2024: $499,996Net Assets 2024: $499,9962024

Highlighted filing

2023

Assets$480,217
Liabilities-
Net Assets$480,217
Open 2023 Filing

Operations Trend

Revenue Growth95th percentile

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

$600K$400K$200K$0Revenue 2020: $417,279Expenses 2020: $3,023Net Income 2020: $414,2562020Revenue 2021: $39,002Expenses 2021: $2,098Net Income 2021: $36,9042021Revenue 2022: $8,207Expenses 2022: $2,414Net Income 2022: $5,7932022Revenue 2023: $25,316Expenses 2023: $2,052Net Income 2023: $23,2642023Revenue 2023: $25,316Expenses 2023: $2,052Net Income 2023: $23,2642023Revenue 2024: $29,158Expenses 2024: $9,379Net Income 2024: $19,7792024

Highlighted filing

2023

Revenue$25,316
Expenses$2,052
Net Income$23,264
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 29, 2024
Return Version
2023v5.0
Gross Receipts
$25,316
Mission and Program Overview

Mission

To educate and assist individuals diagnosed with Down's Syndrome and other genetic disabilities

Program Services

DescriptionGrantsExpenses
Prepared for future programs to benefit disabled children--
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ann KapounPresident-$0--
Rose KapounSecretary-$0--
Robert KapounVice President-$0--
Filing and Contact Details

Filer

Filer Name
Roberta Foundation
EIN
84-4115665
Phone
8778295500
Address
618 Sandpebble Drive, Schaumburg, IL 60193

Signing Officer

Name
Ann Kapoun
Title
President
Signed
2024-05-29
Discuss with paid preparer
Yes

Preparer

Firm
Sun & Associates CPA
Address
111 JACKSON ST, HAYWARD, CA 94544
Preparer
Ken Sun CPA
Phone
5108867680
Supplemental Narrative

Additional Explanations

Other Expenses.1003

“Information Technology $179”

Other Expenses.1

“Miscellaneous $1644”

Other Expenses.2

“Foreign Tax $51”

Raw XML Appendix134 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Ann Kapoun
IRS990EZ/BooksInCareOfDetail/PhoneNum08778295500
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0618 Sandpebble Drive
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Schaumberg
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd060193
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0456953
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0480217
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02806
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt023264
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0178
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0456953
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0480217
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt025316
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt022510
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0456953
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0480217
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0456953
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0480217
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Ann Kapoun
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Rose Kapoun
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Robert Kapoun
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt01874
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To educate and assist individuals diagnosed with Down's Syndrome and other genetic disabilities
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Prepared for future programs to benefit disabled children
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IL
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt02052
IRS990EZ/TotalRevenueAmt025316
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02806
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt032437
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0412800
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0448043
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt0448043
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02806
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt032437
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0412800
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0448043
IRS990ScheduleA/TotalSupportAmt0448043
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Information Technology $179
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Miscellaneous $1644
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Foreign Tax $51
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Ann Kapoun
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Roberta Foundation
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0844115665
ReturnHeader/Filer/PhoneNum08778295500
ReturnHeader/Filer/USAddress/AddressLine1Txt0618 Sandpebble Drive
ReturnHeader/Filer/USAddress/CityNm0Schaumburg
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060193
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0202064262
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SUN & ASSOCIATES CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0111 JACKSON ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HAYWARD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094544
ReturnHeader/PreparerPersonGrp/PhoneNum05108867680
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Ken Sun CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-05-29T12:59:39-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Ann
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Kapoun
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$480,217
Liabilities
-
Net assets
$480,217
Revenue
$25,316
Expenses
$2,052
Net income
$23,264
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.00$5.00$0.29$0.09$0.20
2023Detailed filing. Detailed filing data is available for this year.$4.80$4.80$0.25$0.02$0.23
2023Summary only. Only limited summary data is available for this year.$4.80$0.00$0.25$0.02$0.23
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.57$4.57$0.08$0.02$0.06
2021Summary only. Only limited summary data is available for this year.$4.51$0.00$0.39$0.02$0.37
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.14$0.00$4.14$4.17$0.03$4.14