Civic Intelligence

Roberts Charitable Foundation

990PF • Fiscal year 2020 • EIN 20-8120421

Jul 01, 2019 to Jun 30, 2020 • Filed on Feb 10, 2021

Organization Profile
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

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

96th percentile

86%

Higher net margin than 96% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

83rd percentile

$0

Higher top officer pay than 83% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

95th percentile

224%

Faster asset growth than 95% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

Score unavailable

No value available

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

Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$24,983

Up $17,264 (+224%) from 2019

Net Assets

Up

$24,983

Up $17,264 (+224%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin96th percentile

Revenue

Up

$20,000

Up $20,000 from 2019

Expenses

Down

$2,736

Down $1,250 (-31%) from 2019

Net Income

Up

$17,264

Up $21,250 (+533%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth95th percentile

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

2020

Assets$24,983
Liabilities$0
Net Assets$24,983
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2020

Revenue$20,000
Expenses$2,736
Net Income$17,264
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Feb 10, 2021
Return Version
2019v5.2
Compensation and Service Providers
Top Officer Pay83rd percentile

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
2021-02-10
Discuss with paid preparer
Yes

Preparer

Firm
Smith Dukes & Buckalew Llp
Address
3800 AIRPORT BLVD, MOBILE, AL 36608-1667
Preparer
Mark R Chapman
Phone
2513431200
Raw XML Appendix316 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/RecipientUSAddress/CityNm2MOBILE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3MOBILE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd036606
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd102445
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd236604
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd336609
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt02200
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/AppliedToCurrentYearAmt0781
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0781
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt03468
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt04502
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt03729
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt04765
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01817
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01817
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt018383
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01919
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt03468
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt04502
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt03729
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt04765
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02700
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01919
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt020200
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt018281
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0ROBERTS BROTHERS COMMERCIAL & PROPERTY MANAGEMENT INC
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt03664 DAUPHIN STREET
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0MOBILE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0AL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd036608
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt020000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt036
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID D ROBERTS JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02513428000
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-02-10
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/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/PreparationDt02021-02-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK R CHAPMAN
ReturnHeader/ReturnTs02021-02-19T11:35:00-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$24,983
Liabilities
$0
Net assets
$24,983
Revenue
$20,000
Expenses
$2,736
Net income
$17,264
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