Civic Intelligence

Roberts Charitable Foundation

990PF • Fiscal year 2019 • EIN 20-8120421

Jul 01, 2018 to Jun 30, 2019 • Filed on Oct 28, 2019

3664 Dauphin StreetMobile, AL 36608

(251) 342-8000

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

13th percentile

-34%

Faster asset growth than 13% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2018 to 2019

Assets

Down

$7,719

Down $9,288 (-55%) from 2017

Net Assets

Down

$7,719

Down $9,288 (-55%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Flat

$0

Flat from 2017

Expenses

Down

$3,986

Down $664 (-14%) from 2017

Net Income

Up

-$3,986

Up $664 (+14%) from 2017

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

2019

Assets$7,719
Liabilities$0
Net Assets$7,719

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

2019

Revenue$0
Expenses$3,986
Net Income-$3,986
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Oct 28, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID D ROBERTS JRTrustee-$0--
BEN TOM ROBERTSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Roberts Charitable Foundation
EIN
20-8120421
Phone
2513428000
Address
3664 DAUPHIN STREET, MOBILE, AL 36608

Signing Officer

Name
David D Roberts Jr
Title
President
Phone
2513428000
Signed
2019-10-28
Discuss with paid preparer
Yes

Preparer

Firm
Smith Dukes & Buckalew Llp
Address
3800 AIRPORT BLVD, MOBILE, AL 36608-1667
Preparer
E Lamar Reeves
Phone
2513431200
Raw XML Appendix353 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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6THE CURE STARTS NOW FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7SOUTH GEORGE TECHNICAL COLLEGE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8CYSTIC FIBROSIS FOUNDATION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt8501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02587 GOVERNMENT BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt110 BROOKLINE PL W
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 6905
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt33704 SPRINGHILL AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO BOX 40
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5PO BOX 369
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt610280 CHESTER ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7900 SOUTH GEORGIA TECH PARKWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8150 ROCHESTER ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MOBILE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BROOKLINE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2MOBILE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3MOBILE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4ABBEVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5MOBILE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6CINCINNATI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7AMERICUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8MOBILE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd036606
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd102445
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd236660
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd336608
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd436310
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd536601
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd645215
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd731709
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd836608
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt03450
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/AppliedToCurrentYearAmt0488
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0488
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt04502
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt03729
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt04765
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01817
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt04930
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt04930
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt018281
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt03468
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt04502
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt03729
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt04765
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01817
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03956
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt03468
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt023211
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt019743
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt030
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID D ROBERTS JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02513428000
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROBERTS CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0208120421
ReturnHeader/Filer/PhoneNum02513428000
ReturnHeader/Filer/USAddress/AddressLine1Txt03664 DAUPHIN STREET
ReturnHeader/Filer/USAddress/CityNm0MOBILE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd036608
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B6D898010983B1EFB2E1812863E64A9F669DB8D4
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00845710D68283A028382EBD5787661A9B188026E
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt069.85.214.202
ReturnHeader/FilingSecurityInformation/IPDt02019-10-28
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm011:06:07
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0630191630
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SMITH DUKES & BUCKALEW LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03800 AIRPORT BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MOBILE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0366081667
ReturnHeader/PreparerPersonGrp/PhoneNum02513431200
ReturnHeader/PreparerPersonGrp/PreparationDt02019-10-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0E LAMAR REEVES
ReturnHeader/ReturnTs02019-11-01T14:58:34-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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
2019Detailed filing. Detailed filing data is available for this year.$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