Mary S Roberts Private Foundation is a 501(c)(3) organization based in Newport Beach, California, registered in 1990, with $44,397 in FY2024 revenue. CharityIndex grades it C+.
Revenue (FY2024)
$44K
▲ 46.6% vs prior year
Expenses (FY2024)
$2,712
Net assets
$1.7M
Employees
—
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 Mary S 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 →
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 Mary S Roberts Private Foundation: 7609 mo reserves · +94% margin earns a B+ on this criterion. See the exact thresholds →
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 Mary S 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 →
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 Mary S Roberts Private Foundation: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue declined from $163K (FY2013) to $44K (FY2024) across 12 reported years.
Financial snapshot
Operating margin
93.9%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$1.7M
Total liabilities
$0
Net assets
$1.7M
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $44,397▲46.6% | $2,712▼78.8% | $1,719,731▲2.5% | $1,719,731▲2.5% | 990PF |
| 2023 | $30,275▲35.2% | $12,818▼88.6% | $1,678,046▲1.1% | $1,678,046▲1.1% | 990PF |
| 2022 | $22,396▲2.7% | $112,916▲11.5% | $1,660,589▼5.2% | $1,660,589▼5.2% | 990PF |
| 2021 | $21,802▼1.4% | $101,250▲5905% | $1,751,109▼4.3% | $1,751,109▼4.3% | 990PF |
| 2020 | $22,111▲2.7% | $1,686▼94.1% | $1,830,557▲1.1% | $1,830,667▲1.0% | 990PF |
| 2019 | $21,521▼0.7% | $28,710▲138% | $1,810,132▼0.4% | $1,812,150▼0.3% | 990PF |
| 2018 | $21,662▼31.6% | $12,038▼54.2% | $1,817,321▲0.5% | $1,817,431▲0.5% | 990PF |
| 2017 | $31,660▼69.3% | $26,270▼18.3% | $1,807,698▲0.3% | $1,807,808▲0.3% | 990PF |
| 2016 | $103,161▲79.8% | $32,163▼22.8% | $1,802,308▲4.1% | $1,802,418▲4.1% | 990PF |
| 2015 | $57,362▲38.9% | $41,660▼29.7% | $1,731,309▲0.9% | $1,731,419▲0.9% | 990PF |
| 2014 | $41,293▼74.6% | $59,275▼6.6% | $1,715,607▼1.0% | $1,715,717▼1.0% | 990PF |
| 2013 | $162,883 | $63,492 | $1,733,589 | $1,733,590 | 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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Data for Mary S Roberts Private Foundation (EIN 33-0383370) 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.