Civic Intelligence

Roberts Charitable Foundation

990PF • Fiscal year 2022 • EIN 20-8120421

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 02, 2022

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

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

25th percentile

-15%

Faster asset growth than 25% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

Score unavailable

No value available

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

Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$17,151

Down $3,064 (-15%) from 2021

Net Assets

Down

$17,151

Down $3,064 (-15%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Flat

$0

Flat from 2021

Expenses

Down

$3,064

Down $1,704 (-36%) from 2021

Net Income

Up

-$3,064

Up $1,704 (+36%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth25th 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

2022

Assets$17,151
Liabilities$0
Net Assets$17,151
Open 2022 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

2022

Revenue$0
Expenses$3,064
Net Income-$3,064
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 2, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay78th 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
2022-11-02
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 Appendix288 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/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
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IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
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Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,151
Liabilities
$0
Net assets
$17,151
Revenue
$0
Expenses
$3,064
Net income
-$3,064
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