Civic Intelligence

Roberts Charitable Foundation

990PF • Fiscal year 2014 • EIN 20-8120421

Jul 01, 2013 to Jun 30, 2014 • Filed on Oct 03, 2014

3664 Dauphin Street36608

(251) 342-8000

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2014

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2014

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

11th percentile

-36%

Faster asset growth than 11% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Assets

Down

$9,482

Down $5,286 (-36%) from 2013

Net Assets

Down

$9,482

Down $5,286 (-36%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

$0

No earlier filing loaded for comparison.

Expenses

Down

$5,286

Down $1,276 (-19%) from 2013

Net Income

-$5,286

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$30K$20K$10K$0Assets 2011: $27,366Liabilities 2011: $0Net Assets 2011: $27,3662011Assets 2012: $17,728Liabilities 2012: $0Net Assets 2012: $17,7282012Assets 2013: $14,768Liabilities 2013: $0Net Assets 2013: $14,7682013Assets 2014: $9,482Liabilities 2014: $0Net Assets 2014: $9,4822014Assets 2015: $7,246Liabilities 2015: $0Net Assets 2015: $7,2462015Assets 2016: $21,657Liabilities 2016: $0Net Assets 2016: $21,6572016Assets 2017: $17,007Liabilities 2017: $0Net Assets 2017: $17,0072017Assets 2019: $7,719Liabilities 2019: $0Net Assets 2019: $7,7192019Assets 2020: $24,983Liabilities 2020: $0Net Assets 2020: $24,9832020Assets 2021: $20,215Liabilities 2021: $0Net Assets 2021: $20,2152021Assets 2022: $17,151Liabilities 2022: $0Net Assets 2022: $17,1512022Assets 2023: $26,551Liabilities 2023: $0Net Assets 2023: $26,5512023Assets 2024: $24,351Liabilities 2024: $12024Assets 2025: $21,601Liabilities 2025: $0Net Assets 2025: $21,6012025

Highlighted filing

2014

Assets$9,482
Liabilities$0
Net Assets$9,482

Operations Trend

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

$20K$10K$0-$10KExpenses 2011: $13,8862011Expenses 2012: $18,6372012Expenses 2013: $6,5622013Revenue 2014: $0Expenses 2014: $5,286Net Income 2014: -$5,2862014Revenue 2015: $0Expenses 2015: $2,236Net Income 2015: -$2,2362015Revenue 2016: $20,000Expenses 2016: $5,589Net Income 2016: $14,4112016Revenue 2017: $0Expenses 2017: $4,650Net Income 2017: -$4,6502017Revenue 2019: $0Expenses 2019: $3,986Net Income 2019: -$3,9862019Revenue 2020: $20,000Expenses 2020: $2,736Net Income 2020: $17,2642020Revenue 2021: $0Expenses 2021: $4,768Net Income 2021: -$4,7682021Revenue 2022: $0Expenses 2022: $3,064Net Income 2022: -$3,0642022Revenue 2023: $15,000Expenses 2023: $5,600Net Income 2023: $9,4002023Revenue 2024: $1Expenses 2024: $2,200Net Income 2024: -$2,1992024Revenue 2025: $0Expenses 2025: $2,750Net Income 2025: -$2,7502025

Highlighted filing

2014

Revenue$0
Expenses$5,286
Net Income-$5,286
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Oct 3, 2014
Return Version
2013v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID D ROBERTS JRTrustee-$0--
BEN TOM ROBERTSTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantMOBILE AREA COUNCIL BOY SCOUTS OF AMERICAOPERATING501(C)(3)MOBILE, AL, US$1,500
Paid GrantBOY SCOUTS OF AMERICAOPERATING501(C)(3)MOBILE, AL, US$1,100
Paid GrantOUTBACK MOSS CO ST IGNATIUS CHURCHOPERATING501(C)(3)MOBILE, AL, US$1,000
Paid GrantFIFTEEN PLACEOPERATING501(C)(3)MOBILE, AL, US$750
Paid GrantCYSTIC FIBROSIS FOUNDATIONOPERATING501(C)(3)MOBILE, AL, US$300
Paid GrantAMERICAN HEART ASSOCOPERATING501(C)(3)DALLAS, TX, US$100
Filing and Contact Details

Filer

EIN
20-8120421
Phone
2513428000

Signing Officer

Name
David D Roberts Jr
Title
President
Phone
2513428000
Signed
2014-10-03
Discuss with paid preparer
Yes

Preparer

Preparer
E Lamar Reeves
Phone
2513431200
Raw XML Appendix318 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.

Path#Value
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
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IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt097
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0320
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt06395
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine127272 GREENVILLE AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine132587 GOVERNMENT BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine143704 SPRINGHILL AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine15857 DOWNTOWNER BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0MOBILE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City1MOBILE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City2DALLAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City3MOBILE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City4MOBILE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City5MOBILE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State1AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State2TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State3AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State4AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State5AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode036606
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode136603
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode275231
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode336606
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode436608
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode536609
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt04750
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0320
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0320
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt05878
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt017539
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt012341
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt06999
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt011171
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt011171
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt047687
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt04930
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt05878
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt017539
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt012341
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt06999
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt05250
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt04930
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt058858
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt053928
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt036
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID D ROBERTS JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02513428000
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-03
ReturnHeader/Filer/BusinessName/BusinessNameLine10ROBERTS CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0208120421
ReturnHeader/Filer/PhoneNum02513428000
ReturnHeader/Filer/USAddress/AddressLine103664 DAUPHIN STREET
ReturnHeader/Filer/USAddress/City0MOBILE
ReturnHeader/Filer/USAddress/State0AL
ReturnHeader/Filer/USAddress/ZIPCode036608
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0630191630
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10SMITH DUKES & BUCKALEW LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine103800 AIRPORT BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0MOBILE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0366081667
ReturnHeader/PreparerPersonGrp/PhoneNum02513431200
ReturnHeader/PreparerPersonGrp/PreparationDt02014-10-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0E LAMAR REEVES
ReturnHeader/ReturnTs02014-10-27T11:10:26-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.6$0.00$21.6$0.00$2.75$2.75
2024Summary only. Only limited summary data is available for this year.$24.4$0.00$0.00$2.20$2.20
2023Detailed filing. Detailed filing data is available for this year.$26.6$0.00$26.6$15.0$5.60$9.40
2022Detailed filing. Detailed filing data is available for this year.$17.2$0.00$17.2$0.00$3.06$3.06
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.2$0.00$20.2$0.00$4.77$4.77
2020Detailed filing. Detailed filing data is available for this year.$25.0$0.00$25.0$20.0$2.74$17.3
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.72$0.00$7.72$0.00$3.99$3.99
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.0$0.00$17.0$0.00$4.65$4.65
2016Detailed filing. Detailed filing data is available for this year.$21.7$0.00$21.7$20.0$5.59$14.4
2015Detailed filing. Detailed filing data is available for this year.$7.25$0.00$7.25$0.00$2.24$2.24
2014Detailed filing. Detailed filing data is available for this year.$9.48$0.00$9.48$0.00$5.29$5.29
2013Detailed filing. Detailed filing data is available for this year.$14.8$0.00$14.8$6.56
2012Detailed filing. Detailed filing data is available for this year.$17.7$0.00$17.7$18.6
2011Detailed filing. Detailed filing data is available for this year.$27.4$0.00$27.4$13.9