Civic Intelligence

Jb & Ramona Roberts Foundation Inc

990EZ • Fiscal year 2016 • EIN 20-1581217

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 07, 2017

P O Box 337Plainview, TX 79073-0337

(806) 293-4413

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

1st percentile

-32383%

Higher net margin than 1% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

24th percentile

-15%

Faster asset growth than 24% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

93rd percentile

100%

Faster revenue growth than 93% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$10,909

Down $1,943 (-15%) from 2015

Net Assets

Down

$10,909

Down $1,943 (-15%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$6

Up $3 (+100%) from 2015

Expenses

Up

$1,949

Up $1,499 (+333%) from 2015

Net Income

Down

-$1,943

Down $1,496 (-335%) from 2015

Historical Trend

Balance Sheet Trend

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

$15K$10K$5.0K$0Assets 2011: $14,320Liabilities 2011: $02011Assets 2012: $14,039Liabilities 2012: $0Net Assets 2012: $14,0392012Assets 2013: $13,695Liabilities 2013: $0Net Assets 2013: $13,6952013Assets 2014: $13,299Liabilities 2014: $0Net Assets 2014: $13,2992014Assets 2015: $12,852Liabilities 2015: $0Net Assets 2015: $12,8522015Assets 2016: $10,909Liabilities 2016: $0Net Assets 2016: $10,9092016Assets 2017: $9,584Liabilities 2017: $0Net Assets 2017: $9,5842017Assets 2018: $8,805Liabilities 2018: $0Net Assets 2018: $8,8052018Assets 2019: $8,622Liabilities 2019: $0Net Assets 2019: $8,6222019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2016

Assets$10,909
Liabilities$0
Net Assets$10,909

Operations Trend

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

$10K$5.0K$0-$5.0K-$10KRevenue 2011: $19Expenses 2011: $313Net Income 2011: -$2942011Revenue 2012: $9Expenses 2012: $290Net Income 2012: -$2812012Revenue 2013: $7Expenses 2013: $351Net Income 2013: -$3442013Revenue 2014: $4Expenses 2014: $400Net Income 2014: -$3962014Revenue 2015: $3Expenses 2015: $450Net Income 2015: -$4472015Revenue 2016: $6Expenses 2016: $1,949Net Income 2016: -$1,9432016Revenue 2017: $2Expenses 2017: $1,327Net Income 2017: -$1,3252017Revenue 2018: $21Expenses 2018: $800Net Income 2018: -$7792018Revenue 2019: $42Expenses 2019: $225Net Income 2019: -$1832019Revenue 2020: $8Expenses 2020: $8,630Net Income 2020: -$8,6222020

Highlighted filing

2016

Revenue$6
Expenses$1,949
Net Income-$1,943
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 7, 2017
Return Version
2016v3.0
Gross Receipts
$6
Mission and Program Overview

Mission

The foundation is established for the exclusive purpose of providing financial support to organizations described under irc 509(a)(1) and 509(a)(2). Specifically, the foundation is required to contribute substantially all of its annual income to the five designated charitable organizations outlined in the bylaws and in part i, line 11g, of schedule a.

The foundation is established for the exclusive purpose of providing financial support to organizations described under irc 509(a)(1) and 509(a)(2). Specifically, the foundation is required to contribute substantially all of its annual income to the six designated charitable organizations outlined in the bylaws and in part i, line 11g, of schedule a.

Program Services

DescriptionGrantsExpenses
THE FOUNDATION HAS INCURRED NO PROGRAM EXPENSES TO DATE.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
J B ROBERTSPresident-$0--
RAMONA ROBERTSVice President-$0--
DRURY B ROBERTSSec/Treas/Director-$0--
RANDALL C ROBERTSDirector-$0--
SARAH R WESTMORELANDDirector-$0--
WILLIAM H MOZLEYDirector-$0--
PHELPS BLUMEDirector-$0--
DEBBI WILKINSDirector-$0--
DAVID KOPPDirector-$0--
Filing and Contact Details

Filer

Filer Name
Jb & Ramona Roberts Foundation Inc
EIN
20-1581217
Phone
8062934413
Address
P O BOX 337, PLAINVIEW, TX 79073-0337

Signing Officer

Name
Jb Roberts
Title
President
Phone
8062934413
Signed
2017-11-07
Discuss with paid preparer
Yes

Preparer

Firm
Judd Thomas Smith & Co Pc
Address
12222 MERIT DR SUITE 1900, DALLAS, TX 75251
Preparer
Patrick J Laubacher
Phone
9726615872
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

Description: happy state bank interest income. Amount: 6.

Raw XML Appendix218 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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IRS990EZ/BooksInCareOfDetail/PhoneNum08062934413
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PLAINVIEW
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0J B ROBERTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RAMONA ROBERTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DRURY B ROBERTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RANDALL C ROBERTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SARAH R WESTMORELAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5WILLIAM H MOZLEY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7DEBBI WILKINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8DAVID KOPP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SEC/TREAS/DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherRevenueTotalAmt06
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE FOUNDATION IS ESTABLISHED FOR THE EXCLUSIVE PURPOSE OF PROVIDING FINANCIAL SUPPORT TO ORGANIZATIONS DESCRIBED UNDER IRC 509(A)(1) AND 509(A)(2). SPECIFICALLY, THE FOUNDATION IS REQUIRED TO CONTRIBUTE SUBSTANTIALLY ALL OF ITS ANNUAL INCOME TO THE SIX DESIGNATED CHARITABLE ORGANIZATIONS OUTLINED IN THE BYLAWS AND IN PART I, LINE 11G, OF SCHEDULE A.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE FOUNDATION HAS INCURRED NO PROGRAM EXPENSES TO DATE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt01949
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt06
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/SubstitutionBeyondOrgCntlInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgClassDesignatedInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
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IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE J.B. AND RAMONA ROBERTS FOUNDATION SUBSTITUTED A SUPPORTED ORGANIZATION EFFECTIVE JANUARY 1, 2016: ORGANIZATION ADDED: FIRST BAPTIST CHURCH OF PLAINVIEW, EIN 75-0827428 ORGANIZATION REMOVED: CHILD LIFE INTERNATIONAL, EIN 62-1716816 THIS SUBSTITUTION WAS MADE IN ACCORDANCE WITH THE BYLAWS OF J. B. AND RAMONA ROBERTS FOUNDATION SECTION 3.2 TO FURTHER ITS EXEMPT PURPOSE.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A PART IV, SECTION A. LINE 5A:
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt06
IRS990ScheduleA/SupportedOrganizationsTotalCnt06
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0750827428
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1580660607
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IRS990ScheduleA/SupportedOrgInformationGrp/EIN3750859668
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IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd11
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt40
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt50
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0FIRST BAPTIST CHURCH OF PLAINVIEW
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1SALVATION ARMY OF PLAINVIEW
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2HUNGER PLUS OF PLAINVIEW
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt3THE MUSEUM LOCATED AT WAYLAND BAPTIST UNIVERSITY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt4SOUTHWEST COLLECTION LOCATED AT TEXAS TECH UNIVERSITY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt5SOUTH PLAINS FOOD BANK
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: HAPPY STATE BANK INTEREST INCOME. AMOUNT: 6.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JB ROBERTS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08062934413
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JB & RAMONA ROBERTS FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0201581217
ReturnHeader/Filer/PhoneNum08062934413
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 337
ReturnHeader/Filer/USAddress/CityNm0PLAINVIEW
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0790730337
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0C2505791683BF19A4D4DA429875B5E7E33156711
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C8C736A12CEDC814CD050C05D741C5062926CC19
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.78.72.154
ReturnHeader/FilingSecurityInformation/IPDt02017-11-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm014:26:36
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0751668928
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JUDD THOMAS SMITH & CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012222 MERIT DR SUITE 1900
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DALLAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075251
ReturnHeader/PreparerPersonGrp/PhoneNum09726615872
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATRICK J LAUBACHER
ReturnHeader/ReturnTs02017-11-15T09:23:54-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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