Kelly J Roberts Private Foundation
Only null% goes to programs Strong reserves Declining revenue
Kelly J Roberts Private Foundation is a 501(c)(3) organization based in Newport Beach, California, registered in 2014, with $10,000 in FY2024 revenue. CharityIndex grades it C.
4100 Newport Place Dr Ste 400, Newport Beach, CA, 92660 EIN 46-4159224 Since 2014
Revenue (FY2024)
$10K
Human Services median: $293K
Expenses (FY2024)
$12K
Net assets
$11K
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
C
—Program efficiency40% of the ratingNo expense breakdown in filings
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Kelly J Roberts Private Foundation— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
C+Financial health25% of the rating11 mo reserves · -17% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Kelly J Roberts Private Foundation: 11 mo reserves · -17% margin earns a C+ on this criterion. See the exact thresholds →
—Governance25% of the ratingNot reported in this filing type
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Kelly J Roberts Private Foundation— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
DTransparency10% of the rating1 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Kelly J Roberts Private Foundation: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Contact & location
- Address
- 4100 Newport Place Dr Ste 400, Newport Beach, CA, 92660
- City
- Newport Beach
- State
- California
- Category
- Human Services
- Subcategory
- Human Services
Financial trends
Revenue held steady from $10K (FY2014) to $10K (FY2024) across 11 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $0Net assets $11K
Operating margin
-17.3%
Spent more than it raised in the latest fiscal year.
Total assets
$11K
Total liabilities
$0
Net assets
$11K
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $10,000 | $11,725▲74.3% | $10,932▼13.6% | $10,932▼13.6% | 990PF |
| 2023 | $0▼100% | $6,725▼78.7% | $12,657▼34.7% | $12,657▼34.7% | 990PF |
| 2022 | $30,000▼57.1% | $31,550▼39.1% | $19,382▼7.4% | $19,382▼7.4% | 990PF |
| 2021 | $70,000▲133% | $51,830▲68.8% | $20,932▲658% | $20,932▲658% | 990PF |
| 2020 | $30,000▼78.6% | $30,710▼78.3% | $2,762▼20.4% | $2,762▼20.4% | 990PF |
| 2019 | $140,000▲460% | $141,594▲222% | $3,472▼31.5% | $3,472▼31.5% | 990PF |
| 2018 | $25,000▼47.4% | $44,036▲71.9% | $5,066▼79.0% | $5,066▼79.0% | 990PF |
| 2017 | $47,500▼62.0% | $25,613▼79.8% | $24,102▲988% | $24,102▲988% | 990PF |
| 2016 | $125,000▲2400% | $126,490▲1347% | $2,215▼40.2% | $2,215▼40.2% | 990PF |
| 2015 | $5,000▼50.0% | $8,739▲242% | $3,705▼50.2% | $3,705▼50.2% | 990PF |
| 2014 | $10,000 | $2,556 | $7,444 | $7,444 | 990PF |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
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Frequently asked questions
- Is Kelly J Roberts Private Foundation a legitimate nonprofit?
- Yes. Kelly J Roberts Private Foundation is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 46-4159224, based in Newport Beach, California. Donations are tax-deductible.
- What is Kelly J Roberts Private Foundation's EIN?
- Kelly J Roberts Private Foundation's Employer Identification Number (EIN) is 46-4159224.
- How much revenue does Kelly J Roberts Private Foundation report?
- Kelly J Roberts Private Foundation reported $10,000 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does Kelly J Roberts Private Foundation have?
- CharityIndex grades Kelly J Roberts Private Foundation C, based on financial health (reserves and operating margin).
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Data for Kelly J Roberts Private Foundation (EIN 46-4159224) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.