Civic Intelligence

The Roberts Foundation

990PF • Fiscal year 2017 • EIN 94-2967074

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 15, 2018

C/O KKRAS 2755 CAMPUS DRIVE SuiteSan Mateo, CA 94403

(650) 653-2422

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.03x

Higher debt load relative to assets than 23% of similar nonprofits.

2017 filings • $50M-$100M nonprofits • Source year 2017

Liabilities / Revenue

39th percentile

0.24x

Higher debt load relative to revenue than 39% of similar nonprofits.

2017 filings • $50M-$100M nonprofits • Source year 2017

Net Margin

1st percentile

-300%

Higher net margin than 1% of similar nonprofits.

2017 filings • $50M-$100M nonprofits • Source year 2017

Top Officer Pay

11th percentile

$0

Higher top officer pay than 11% of similar nonprofits.

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

2017 filings • $50M-$100M nonprofits • Source year 2017

Asset Growth

66th percentile

9.2%

Faster asset growth than 66% of similar nonprofits.

2017 filings • $50M-$100M nonprofits • Annualized from 2015 to 2017

Revenue Growth

Score unavailable

No value available

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

Annualized from 2015 to 2017

Assets

Up

$70,795,173

Up $11,416,696 (+19%) from 2015

Net Assets

$68,795,173

No earlier filing loaded for comparison.

Liabilities

Up

$2,000,000

Up $2,000,000 from 2015

Revenue

Up

$8,292,854

Up $8,293,301 (+1855325%) from 2015

Expenses

Up

$33,147,107

Up $5,311,099 (+19%) from 2015

Net Income

Up

-$24,854,253

Up $2,982,202 (+11%) from 2015

Historical Trend

Balance Sheet Trend

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

$400M$300M$200M$100M$0Assets 2010: $29,541,362Liabilities 2010: $02010Assets 2011: $28,836,806Liabilities 2011: $02011Assets 2012: $67,666,884Liabilities 2012: $02012Assets 2013: $99,536,667Liabilities 2013: $40,1362013Assets 2014: $87,295,069Liabilities 2014: $255,218Net Assets 2014: $87,039,8512014Assets 2015: $59,378,477Liabilities 2015: $02015Assets 2017: $70,795,173Liabilities 2017: $2,000,000Net Assets 2017: $68,795,1732017Assets 2018: $81,964,521Liabilities 2018: $0Net Assets 2018: $81,964,5212018Assets 2019: $123,230,012Liabilities 2019: $0Net Assets 2019: $123,230,0122019Assets 2020: $200,689,155Liabilities 2020: $0Net Assets 2020: $200,689,1552020Assets 2021: $236,050,960Liabilities 2021: $0Net Assets 2021: $236,050,9602021Assets 2022: $273,833,101Liabilities 2022: $0Net Assets 2022: $273,833,1012022Assets 2023: $267,051,553Liabilities 2023: $0Net Assets 2023: $267,051,5532023Assets 2024: $324,084,062Liabilities 2024: $0Net Assets 2024: $324,084,0622024

Highlighted filing

2017

Assets$70,795,173
Liabilities$2,000,000
Net Assets$68,795,173

Operations Trend

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

$200M$150M$100M$50M$0-$50MRevenue 2010: $5,774,856Expenses 2010: $10,731,524Net Income 2010: -$4,956,6682010Revenue 2011: $10,290,082Expenses 2011: $10,994,638Net Income 2011: -$704,5562011Revenue 2012: $56,608,419Expenses 2012: $17,778,341Net Income 2012: $38,830,0782012Revenue 2013: $65,673,048Expenses 2013: $33,843,401Net Income 2013: $31,829,6472013Revenue 2014: $23,212,507Expenses 2014: $35,669,187Net Income 2014: -$12,456,6802014Revenue 2015: -$447Expenses 2015: $27,836,008Net Income 2015: -$27,836,4552015Revenue 2017: $8,292,854Expenses 2017: $33,147,107Net Income 2017: -$24,854,2532017Revenue 2018: $46,463,703Expenses 2018: $32,897,994Net Income 2018: $13,565,7092018Revenue 2019: $75,895,289Expenses 2019: $28,049,728Net Income 2019: $47,845,5612019Revenue 2020: $131,088,104Expenses 2020: $32,555,395Net Income 2020: $98,532,7092020Revenue 2021: $95,967,912Expenses 2021: $50,300,869Net Income 2021: $45,667,0432021Revenue 2022: $135,366,002Expenses 2022: $51,339,423Net Income 2022: $84,026,5792022Revenue 2023: $65,510,835Expenses 2023: $47,581,557Net Income 2023: $17,929,2782023Revenue 2024: $156,209,074Expenses 2024: $52,451,269Net Income 2024: $103,757,8052024

Highlighted filing

2017

Revenue$8,292,854
Expenses$33,147,107
Net Income-$24,854,253
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 15, 2018
Return Version
2017v2.3
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GEORGE R ROBERTSPresident-$0--
ERIC B ROBERTSVice President-$0--
MARK B ROBERTSVice President-$0--
COURTNEY A ROBERTSVice President-$0--
SUE P DOELLSecretary/Treasurer-$0--
LINNEA C ROBERTSVice President-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantREDF2017 Matching Gift; STRATEGIC GROWTH CAMPAIGN PLEDGEPCSAN FRANCISCO, CA, US$7,000,000
Paid GrantClaremont McKenna CollegeROBERTS CHALLENGE; ROBERTS PAVILION PLEDGEPCCLAREMONT, CA, US$5,091,199
Paid GrantCulver AcademiesScholarship Endowment; CMA Barracks and Barrack RenovationPCCULVER, IN, US$5,000,000
Paid GrantTeach for AmericaBay Area; HI; NY; Fall Fling; 2016 Annual Benefit Dinner; 2017 Annual Benefit DinnerPCNEW YORK, NY, US$2,612,500
Paid GrantAmerican Enterprise InstituteCAPITAL CAMPAIGN AND STRATEGIC COMMUNICATIONSPCWASHINGTON, DC, US$2,500,000
Paid GrantEnvironmental Defense FundGENERAL SUPPORTPCWashington, DC, US$2,500,000
Paid GrantNew LeadersGeneral Support; Bay Area; Alfred Nobel Elementary SchoolPCNEW YORK, NY, US$1,762,500
Paid GrantSAN FRANCISCO MUSEUM OF MODERN ART2014 Expansion Campaign; 2017 Annual FundPCSAN FRANCISCO, CA, US$1,050,000
Paid GrantChild Mind Institute2017 ADVOCACY AWARD DINNER; 2017 FALL LUNCHEON; RESEARCH PROGRAM;PCNEW YORK, NY, US$934,977
Paid GrantUnited Way of the Bay AreaGENERAL SUPPORTPCSAN FRANCISCO, CA, US$790,550
Paid GrantUniversity of ChicagoBooth Women's InitiativePCCHICAGO, IL, US$500,000
Paid GrantBoys and Girls Club of the Big IslandGENERAL SUPPORTPCHilo, HI, US$275,000
Paid GrantNorthern Arizona UniversityW.A. Franke Scholars Program in COE; President's Fund for ExcellencePCFlagstaff, AZ, US$252,000
Paid GrantEducators for ExcellenceGENERAL SUPPORTPCNew York, NY, US$250,000
Paid GrantEntitlements How IncFree the Facts ProgramPCArlington, VA, US$250,000
Paid GrantOakland Public Educational FundGENERAL SUPPORTPCOAKLAND, CA, US$181,500
Paid GrantBasic FundGENERAL SUPPORTPCOAKLAND, CA, US$133,000
Paid GrantSan Francisco Zoological SocietyGENERAL SUPPORTPCSAN FRANCISCO, CA, US$130,000
Paid GrantNew York UniversityLR Scholarship FundPCNew York, NY, US$112,500
Paid GrantHawaii Island Workforce & Economic Development OhaGENERAL SUPPORTPCHILO, HI, US$100,000
Paid GrantIntermountain Centers for Human DevelopmentWORKABILITY PROGRAMPCTUCSON, AZ, US$100,000
Paid GrantMary's Meals USAGENERAL SUPPORTPCBloomfield, NJ, US$100,000
Paid GrantRoom To ReadGENERAL SUPPORTPCSan Francisco, CA, US$100,000
Paid GrantSan Francisco SymphonyGENERAL SUPPORTPCSAN FRANCISCO, CA, US$100,000
Paid GrantUniversity of Notre DameScholarship and EndowmentPCNOTRE DAME, IN, US$100,000
Paid GrantJoyner Payne Youth Service AgencyGENERAL SUPPORTPCSan Jose, CA, US$91,500
Paid GrantAssociation to Benefit ChildrenGENERAL SUPPORTPCNEW YORK, NY, US$75,000
Paid GrantLeland Stanford Junior UniversityTOM & STACEY SEIBEL FUND - GOLF PRACTICE CENTERPCPALO ALTO, CA, US$72,500
Paid GrantSemper Fi FundGENERAL SUPPORTPCOceanside, CA, US$50,000
Paid GrantUCSF FoundationMD ProfessorshipPCSAN FRANCISCO, CA, US$50,000
Paid GrantChampion CharitiesGENERAL SUPPORTPCPalo Alto, CA, US$25,000
Paid GrantKIPP Bay Area SchoolsGENERAL SUPPORTPCOakland, CA, US$25,000
Paid GrantTipping Point CommunityGENERAL SUPPORTPCSan Francisco, CA, US$25,000
Paid GrantFamily ConnectionsNIGHT OF DREAMS AND PROJECT SANTAPCSAN CARLOS, CA, US$22,500
Paid GrantSan Francisco BalletGENERAL SUPPORTPCSan Francisco, CA, US$20,000
Paid GrantUnited States Golf AssociationGENERAL SUPPORTPCWarren, NJ, US$20,000
Paid GrantArlington Soap Box DerbyGENERAL SUPPORTPCArlington, MA, US$15,000
Paid GrantKukio Community FundGENERAL SUPPORTPCKamuela, HI, US$15,000
Paid GrantCalifornia Academy of SciencesField Trip ContributionPCSan Francisco, CA, US$10,000
Paid GrantGirls Who Code IncGENERAL SUPPORTPCNew York, NY, US$10,000
Paid GrantGrace Science FoundationGENERAL SUPPORTPCMenlo Park, CA, US$10,000
Paid GrantLucile Packard Foundation for Children's HealthMental Health Crisis TeamPCPalo Alto, CA, US$10,000
Paid GrantNaval Postgraduate School FoundationGENERAL SUPPORTPCMonterey, CA, US$10,000
Paid GrantRebuilding TogetherGENERAL SUPPORTPCSan Francisco, CA, US$10,000
Paid GrantTalladega CollegeGENERAL SUPPORTPCTalladega, AL, US$10,000
Paid GrantUCSF Center for Prevention of Neuro-OncologyCaregiver Program for Brain CancerPCSAN FRANCISCO, CA, US$10,000
Paid GrantLeward Steelers Youth Athletic AssociationGENERAL SUPPORTPCKailuaKona, HI, US$8,000
Paid GrantPan-Mass Challenge TrustGENERAL SUPPORTPCNEEDHAM, MA, US$7,500
Paid GrantMenlo Charity Horse Show IncGENERAL SUPPORTPCATHERTON, CA, US$7,000
Paid GrantAJC (Wall Street Journal Ad Campaign)Ad CampaignPCNew York, NY, US$5,000
Paid GrantChronicle Season of SharingGENERAL SUPPORTPCSan Francisco, CA, US$5,000
Paid GrantFigure Skating in HarlemGENERAL SUPPORTPCNew York, NY, US$5,000
Paid GrantGirls IncGENERAL SUPPORTPCNew York, NY, US$5,000
Paid GrantHualalai Ohana FoundationGENERAL SUPPORTPCKAILUAKONA, HI, US$5,000
Paid GrantKokua Christian MinistriesGENERAL SUPPORTPCKamuela, HI, US$5,000
Paid GrantPupule Ohana ScholarshipsGENERAL SUPPORTPCKailuaKona, HI, US$5,000
Paid GrantSan Mateo County History MuseumGENERAL SUPPORTPCREDWOOD CITY, CA, US$5,000
Paid GrantHenry's Fork FoundationGENERAL SUPPORTPCASHTON, ID, US$3,000
Paid GrantBeyond Type 1GENERAL SUPPORTPCMenlo Park, CA, US$2,500
Paid GrantBush CupGENERAL SUPPORTPCLarchmont, NY, US$2,500
Paid GrantChildren's Health Council IncGENERAL SUPPORTPCPALO ALTO, CA, US$2,500
Paid GrantDel Monte Forest ConservancyGENERAL SUPPORTPCPebble Beach, CA, US$2,500
Paid GrantHydrocephalus AssociationGENERAL SUPPORTPCBethesda, MD, US$2,500
Paid GrantNational Baseball Hall of Fame and MuseumGENERAL SUPPORTPCCooperstown, NY, US$2,500
Paid GrantUCSF Cardiology CouncilGENERAL SUPPORTPCSAN FRANCISCO, CA, US$2,500
Paid GrantUS Women's Amateur Championship Nashville IncGENERAL SUPPORTPCNashville, TN, US$2,500
Paid GrantCHP11-99Capital CampaignPCFullerton, CA, US$1,500
Paid GrantShinnecock Hills Education FundGENERAL SUPPORTPCSouthampton, NY, US$1,500
Paid GrantThe Jewish BoardGENERAL SUPPORTPCNew York, NY, US$350
Filing and Contact Details

Filer

Filer Name
The Roberts Foundation
EIN
94-2967074
Phone
6506532422
Address
C/O KKRAS 2755 CAMPUS DRIVE Suite, SAN MATEO, CA 94403

Signing Officer

Name
Susan P Doell
Title
Treasurer
Phone
6506532422
Signed
2018-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
5 TIMES SQUARE, NEW YORK, NY 10036
Preparer
Jessica Perna
Phone
2127733000
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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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1491872
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt15108911
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt079709
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt03616254
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1AURORA INVESTMENTS LLC (EDCOLLEGE)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2KKR GROUP INVESTMENTS II - NEW VERNON INDIA FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3KKR & CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4KKR PARTNERS II (INTERNATIONAL), LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5HOUSATONIC EQUITY PARTNERS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6KKR ASSOCIATES 2006 (OVERSEAS) LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7KKR ASSOCIATES EUROPE II LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8KKR ASSOCIATES HOLDINGS L.P.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9KKR ASSOCIATES RESERVE LLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10KKR 2006 GP LLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11KKR 2006 SLP LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12KKR III GP LLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13KKR MILLENNIUM GP LLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14KKR SLP II LP
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IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt04703401
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt080406
IRS990PF/DistributableAmountGrp/TotalTaxAmt080406
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0235004
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt080406
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt080406
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IRS990PF/FMVAssetsEOYAmt082356324
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IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt02115799
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt02115799
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IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt016423209
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IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt093002573
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt068795173
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MARK B ROBERTS
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4SUE P DOELL
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt42755 CAMPUS DRIVE SUITE 240
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd094025
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt43252000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt44181500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt457500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt465000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4710000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt487000000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt49100000

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$324$0.00$324$156$52.5$104
2023Detailed filing. Detailed filing data is available for this year.$267$0.00$267$65.5$47.6$17.9
2022Detailed filing. Detailed filing data is available for this year.$274$0.00$274$135$51.3$84.0
2021Detailed filing. Detailed filing data is available for this year.$236$0.00$236$96.0$50.3$45.7
2020Detailed filing. Detailed filing data is available for this year.$201$0.00$201$131$32.6$98.5
2019Detailed filing. Detailed filing data is available for this year.$123$0.00$123$75.9$28.0$47.8
2018Detailed filing. Detailed filing data is available for this year.$82.0$0.00$82.0$46.5$32.9$13.6
2017Detailed filing. Detailed filing data is available for this year.$70.8$2.00$68.8$8.29$33.1$24.9
2015Summary only. Only limited summary data is available for this year.$59.4$0.00$0.00$27.8$27.8
2014Detailed filing. Detailed filing data is available for this year.$87.3$0.26$87.0$23.2$35.7$12.5
2013Summary only. Only limited summary data is available for this year.$99.5$0.04$65.7$33.8$31.8
2012Summary only. Only limited summary data is available for this year.$67.7$0.00$56.6$17.8$38.8
2011Summary only. Only limited summary data is available for this year.$28.8$0.00$10.3$11.0$0.70
2010Summary only. Only limited summary data is available for this year.$29.5$0.00$5.77$10.7$4.96