Civic Intelligence

Roberts Brothers Foundation

990T • Fiscal year 2020 • EIN 23-7023105

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 04, 2021

Organization Profile
PO Box 50239Santa Barbara, CA 93150

(805) 565-1402

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

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

Source year 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2020

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2020

Asset Growth

Score unavailable

No value available

No valid filing value is available for this score.

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0Assets 2012: $1,919,764Liabilities 2012: $0Net Assets 2012: $1,919,7642012Assets 2013: $2,086,062Liabilities 2013: $0Net Assets 2013: $2,086,0622013Assets 2014: $2,277,463Liabilities 2014: $0Net Assets 2014: $2,277,4632014Assets 2015: $2,242,543Liabilities 2015: $0Net Assets 2015: $2,242,5432015Assets 2016: $2,311,703Liabilities 2016: $0Net Assets 2016: $2,311,7032016Assets 2017: $2,679,206Liabilities 2017: $0Net Assets 2017: $2,679,2062017Assets 2018: $2,681,420Liabilities 2018: $0Net Assets 2018: $2,681,4202018Assets 2019: $2,674,658Liabilities 2019: $0Net Assets 2019: $2,674,6582019Assets 2020: $2,339,632Liabilities 2020: $0Net Assets 2020: $2,339,6322020Assets 2021: $2,314,742Liabilities 2021: $0Net Assets 2021: $2,314,7422021Assets 2023: $2,154,528Liabilities 2023: $0Net Assets 2023: $2,154,5282023Assets 2024: $2,068,268Liabilities 2024: $0Net Assets 2024: $2,068,2682024

Latest loaded filing

2024

Assets$2,068,268
Liabilities$0
Net Assets$2,068,268
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500KExpenses 2012: $138,2292012Revenue 2013: $282,653Expenses 2013: $116,355Net Income 2013: $166,2982013Revenue 2014: $360,300Expenses 2014: $168,899Net Income 2014: $191,4012014Revenue 2015: $217,397Expenses 2015: $252,317Net Income 2015: -$34,9202015Revenue 2016: $286,515Expenses 2016: $217,355Net Income 2016: $69,1602016Revenue 2017: $518,970Expenses 2017: $155,151Net Income 2017: $363,8192017Revenue 2018: $214,227Expenses 2018: $211,926Net Income 2018: $2,3012018Revenue 2019: $188,325Expenses 2019: $194,203Net Income 2019: -$5,8782019Revenue 2020: -$198,131Expenses 2020: $136,348Net Income 2020: -$334,4792020Revenue 2021: $201,631Expenses 2021: $226,568Net Income 2021: -$24,9372021Revenue 2023: $92,535Expenses 2023: $165,234Net Income 2023: -$72,6992023Revenue 2024: $84,699Expenses 2024: $170,461Net Income 2024: -$85,7622024

Latest loaded filing

2024

Revenue$84,699
Expenses$170,461
Net Income-$85,762
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 4, 2021
Return Version
2020v1.1
Filing and Contact Details

Filer

Filer Name
Roberts Brothers Foundation
EIN
23-7023105
Phone
8055651402
Address
PO BOX 50239, SANTA BARBARA, CA 93150

Signing Officer

Name
Dorothy B Roberts
Title
President
Phone
8055651402
Signed
2021-11-04
Discuss with paid preparer
Yes

Preparer

Firm
Macfarlane Faletti & Co Llp
Address
3757 STATE STREET SUITE 3B, SANTA BARBARA, CA 93105
Preparer
Reed S Spangler
Phone
8059664157
Raw XML Appendix71 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
IRS990T/BooksInCareOfDetail/PersonNm0SANDRA MATSON
IRS990T/BooksInCareOfDetail/PhoneNum08055651402
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 50239
IRS990T/BooksInCareOfDetail/USAddress/CityNm0SANTA BARBARA
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd093150
IRS990T/BookValueAssetsEOYAmt02339632
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt00
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/NetOperatingLossDeductionAmt0773
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/PaidTaxLiabilityAmt00
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/PrincipalBusinessActivityCd0900099
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalDeductionsAmt0500
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt01273
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt01273
IRS990TScheduleA/TotUnrltTrdBusIncmAmt01273
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0UBI FROM PARTNERSHIPS
IRS990TScheduleA/UBIBeforeNOLDedAmt0773
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0773
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIBeforeNOLSpecificAmt0773
IRS990T/TotalUBTIComputedAmt0773
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DOROTHY B ROBERTS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08055651402
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROBERTS BROTHERS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0237023105
ReturnHeader/Filer/PhoneNum08055651402
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 50239
ReturnHeader/Filer/USAddress/CityNm0SANTA BARBARA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093150
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0952835976
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MACFARLANE FALETTI & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03757 STATE STREET SUITE 3B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SANTA BARBARA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093105
ReturnHeader/PreparerPersonGrp/PhoneNum08059664157
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0REED S SPANGLER
ReturnHeader/ReturnTs02021-11-04T15:35:58-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DOROTHY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ROBERTS
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.08$0.17$0.09
2023Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$0.09$0.17$0.07
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.
2021Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$0.20$0.23$0.02
2020Detailed filing. Detailed filing data is available for this year.$2.34$0.00$2.34$0.20$0.14$0.33
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.
2019Detailed filing. Detailed filing data is available for this year.$2.67$0.00$2.67$0.19$0.19$0.01
2018Detailed filing. Detailed filing data is available for this year.$2.68$0.00$2.68$0.21$0.21$0.00
2017Detailed filing. Detailed filing data is available for this year.$2.68$0.00$2.68$0.52$0.16$0.36
2016Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$0.29$0.22$0.07
2015Detailed filing. Detailed filing data is available for this year.$2.24$0.00$2.24$0.22$0.25$0.03
2014Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$0.36$0.17$0.19
2013Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$0.28$0.12$0.17
2012Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$0.14