Civic Intelligence

The Roberts Foundation

990PF • Fiscal year 2020 • EIN 94-2967074

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

Organization Profile

View Organization Page

155 BOVET ROAD Suite 770San Mateo, CA 94402

(650) 653-2422

Siviq Scores

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

Liabilities / Assets

9th percentile

0.00x

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

2020 filings • $100M-$250M nonprofits • Source year 2020

Liabilities / Revenue

9th percentile

0.00x

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

2020 filings • $100M-$250M nonprofits • Source year 2020

Net Margin

95th percentile

75%

Higher net margin than 95% of similar nonprofits.

2020 filings • $100M-$250M nonprofits • Source year 2020

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.

2020 filings • $100M-$250M nonprofits • Source year 2020

Asset Growth

96th percentile

63%

Faster asset growth than 96% of similar nonprofits.

2020 filings • $100M-$250M nonprofits • Annualized from 2019 to 2020

Revenue Growth

93rd percentile

73%

Faster revenue growth than 93% of similar nonprofits.

2020 filings • $100M-$250M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$200,689,155

Up $77,459,143 (+63%) from 2019

Net Assets

Up

$200,689,155

Up $77,459,143 (+63%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue9th percentileNet Margin95th percentile

Revenue

Up

$131,088,104

Up $55,192,815 (+73%) from 2019

Expenses

Up

$32,555,395

Up $4,505,667 (+16%) from 2019

Net Income

Up

$98,532,709

Up $50,687,148 (+106%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth96th 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

2020

Assets$200,689,155
Liabilities$0
Net Assets$200,689,155
Open 2020 Filing

Operations Trend

Revenue Growth93rd 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

2020

Revenue$131,088,104
Expenses$32,555,395
Net Income$98,532,709
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.1
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--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTotal Grants Paid - See AttachmentSee AttachmentPCSan Mateo, CA, US$31,611,438
Filing and Contact Details

Filer

Filer Name
The Roberts Foundation
EIN
94-2967074
In Care Of
% KKR ACCOUNTING SERVICES LLC
Phone
6506532422
Address
155 BOVET ROAD Suite 770, SAN MATEO, CA 94402

Signing Officer

Name
Susan P Doell
Title
Treasurer
Phone
6506532422
Signed
2021-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
One Manhattan West, NEW YORK, NY 10001
Preparer
Joel Friedlander
Phone
2127733000
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
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IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
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IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0155 BOVET ROAD SUITE 770
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SAN MATEO
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd094402
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
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IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd1HI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0KKR ACCOUNTING SERVICES LLC
IRS990PF/StatementsRegardingActyGrp/PhoneNum06506532422
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0true
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0GEORGE R ROBERTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt031611438
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0See Attachment
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Total Grants Paid - See Attachment
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0155 Bovet Rd STE 770
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0San Mateo
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd094402
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt08807785
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt060558608
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt08807785
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt022260535
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt015302651
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
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IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt031803207
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt022995422
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt060558608
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt037563186
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0George R Roberts
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1The George R Roberts 2018 LP
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt02800 Sand Hill Road Suite 200
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt12800 Sand Hill Road Suite 200
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0MENLO PARK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1Menlo Park
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd094025
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd194025
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt021352288
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt182294000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum11
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum21
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum31
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum41
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum51
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum61
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum71

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$200,689,155
Liabilities
$0
Net assets
$200,689,155
Revenue
$131,088,104
Expenses
$32,555,395
Net income
$98,532,709
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