Civic Intelligence

The Roberts Foundation

990PF • Fiscal year 2018 • EIN 94-2967074

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 15, 2019

Organization Profile

View Organization Page

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

7th percentile

0.00x

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

2018 filings • $50M-$100M nonprofits • Source year 2018

Liabilities / Revenue

7th percentile

0.00x

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

2018 filings • $50M-$100M nonprofits • Source year 2018

Net Margin

81st percentile

29%

Higher net margin than 81% of similar nonprofits.

2018 filings • $50M-$100M nonprofits • Source year 2018

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.

2018 filings • $50M-$100M nonprofits • Source year 2018

Asset Growth

86th percentile

16%

Faster asset growth than 86% of similar nonprofits.

2018 filings • $50M-$100M nonprofits • Annualized from 2017 to 2018

Revenue Growth

98th percentile

460%

Faster revenue growth than 98% of similar nonprofits.

2018 filings • $50M-$100M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets7th percentile

Assets

Up

$81,964,521

Up $11,169,348 (+16%) from 2017

Net Assets

Up

$81,964,521

Up $13,169,348 (+19%) from 2017

Liabilities

Down

$0

Down $2,000,000 (-100%) from 2017

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin81st percentile

Revenue

Up

$46,463,703

Up $38,170,849 (+460%) from 2017

Expenses

Down

$32,897,994

Down $249,113 (-0.8%) from 2017

Net Income

Up

$13,565,709

Up $38,419,962 (+155%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

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

2018

Assets$81,964,521
Liabilities$0
Net Assets$81,964,521
Open 2018 Filing

Operations Trend

Revenue Growth98th percentile

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

2018

Revenue$46,463,703
Expenses$32,897,994
Net Income$13,565,709
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 15, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay11th percentile

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--
Filing and Contact Details

Filer

Filer Name
The Roberts Foundation
EIN
94-2967074
In Care Of
% KKR ACCOUNTING SERVICES LLC
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
2019-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
5 TIMES SQUARE, NEW YORK, NY 10036
Preparer
Jessica Perna
Phone
2127733000
Raw XML AppendixShowing 400 of 1,253 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt551024800
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt561500

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$81,964,521
Liabilities
$0
Net assets
$81,964,521
Revenue
$46,463,703
Expenses
$32,897,994
Net income
$13,565,709
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