Civic Intelligence

Linda & Henry Roberts Family Charitable Foundation

EIN 27-5053519 • Ardmore, OK

837 Franklin DriveArdmore, OK 73401
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

75th percentile

21%

Higher net margin than 75% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

79th percentile

20%

Faster asset growth than 79% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

99th percentile

4094%

Faster revenue growth than 99% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$8,727

Up $1,480 (+20%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$8,727

Up $1,480 (+20%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin75th percentile

Revenue

Up

$7,172

Up $7,001 (+4094%) from 2023

Expenses

Up

$5,692

Up $5,047 (+782%) from 2023

Net Income

Up

$1,480

Up $1,954 (+412%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth79th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15K$10K$5.0K$0Assets 2011: $13,508Liabilities 2011: $0Net Assets 2011: $13,5082011Assets 2012: $12,672Liabilities 2012: $0Net Assets 2012: $12,6722012Assets 2013: $11,729Liabilities 2013: $0Net Assets 2013: $11,7292013Assets 2014: $10,893Liabilities 2014: $0Net Assets 2014: $10,8932014Assets 2015: $10,899Liabilities 2015: $0Net Assets 2015: $10,8992015Assets 2016: $10,908Liabilities 2016: $0Net Assets 2016: $10,9082016Assets 2017: $10,433Liabilities 2017: $0Net Assets 2017: $10,4332017Assets 2018: $9,834Liabilities 2018: $0Net Assets 2018: $9,8342018Assets 2019: $9,295Liabilities 2019: $0Net Assets 2019: $9,2952019Assets 2020: $8,763Liabilities 2020: $0Net Assets 2020: $8,7632020Assets 2021: $8,221Liabilities 2021: $0Net Assets 2021: $8,2212021Assets 2022: $7,721Liabilities 2022: $0Net Assets 2022: $7,7212022Assets 2023: $7,247Liabilities 2023: $0Net Assets 2023: $7,2472023Assets 2024: $8,727Liabilities 2024: $0Net Assets 2024: $8,7272024

Highlighted filing

2024

Assets$8,727
Liabilities$0
Net Assets$8,727
Open 2024 Filing

Operations Trend

Revenue Growth99th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$15K$10K$5.0K$0-$5.0KExpenses 2011: $11,5292011Expenses 2012: $8502012Revenue 2013: $7Expenses 2013: $950Net Income 2013: -$9432013Revenue 2014: $6Expenses 2014: $850Net Income 2014: -$8442014Revenue 2015: $6Expenses 2015: $0Net Income 2015: $62015Revenue 2016: $9Expenses 2016: $0Net Income 2016: $92016Revenue 2017: $25Expenses 2017: $500Net Income 2017: -$4752017Revenue 2018: $64Expenses 2018: $665Net Income 2018: -$6012018Revenue 2019: $86Expenses 2019: $625Net Income 2019: -$5392019Revenue 2020: $18Expenses 2020: $550Net Income 2020: -$5322020Revenue 2021: $8Expenses 2021: $550Net Income 2021: -$5422021Revenue 2022: $49Expenses 2022: $550Net Income 2022: -$5012022Revenue 2023: $171Expenses 2023: $645Net Income 2023: -$4742023Revenue 2024: $7,172Expenses 2024: $5,692Net Income 2024: $1,4802024

Highlighted filing

2024

Revenue$7,172
Expenses$5,692
Net Income$1,480
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,727
Liabilities
$0
Net assets
$8,727
Revenue
$7,172
Expenses
$5,692
Net income
$1,480
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.73$0.00$8.73$7.17$5.69$1.48
2023Detailed filing. Detailed filing data is available for this year.$7.25$0.00$7.25$0.17$0.65$0.47
2022Detailed filing. Detailed filing data is available for this year.$7.72$0.00$7.72$0.05$0.55$0.50
2021Detailed filing. Detailed filing data is available for this year.$8.22$0.00$8.22$0.01$0.55$0.54
2020Detailed filing. Detailed filing data is available for this year.$8.76$0.00$8.76$0.02$0.55$0.53
2019Detailed filing. Detailed filing data is available for this year.$9.30$0.00$9.30$0.09$0.63$0.54
2018Detailed filing. Detailed filing data is available for this year.$9.83$0.00$9.83$0.06$0.67$0.60
2017Detailed filing. Detailed filing data is available for this year.$10.4$0.00$10.4$0.03$0.50$0.48
2016Detailed filing. Detailed filing data is available for this year.$10.9$0.00$10.9$0.01$0.00$0.01
2015Detailed filing. Detailed filing data is available for this year.$10.9$0.00$10.9$0.01$0.00$0.01
2014Detailed filing. Detailed filing data is available for this year.$10.9$0.00$10.9$0.01$0.85$0.84
2013Detailed filing. Detailed filing data is available for this year.$11.7$0.00$11.7$0.01$0.95$0.94
2012Detailed filing. Detailed filing data is available for this year.$12.7$0.00$12.7$0.85
2011Detailed filing. Detailed filing data is available for this year.$13.5$0.00$13.5$11.5
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 20, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HENRY L ROBERTSTrustee-$0--
LINDA ROBERTSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Linda & Henry Roberts Family
EIN
27-5053519
Phone
5802235122
Address
837 FRANKLIN DRIVE, ARDMORE, OK 73401

Signing Officer

Name
Henry L Roberts
Title
Trustee
Phone
5805044400
Signed
2025-05-20

Preparer

Firm
Jodie a Douglass CPA Inc
Address
11 SCOTT ST SW, ARDMORE, OK 73401
Preparer
Jodie Douglass Austin CPA
Phone
5802235122
Raw XML Appendix220 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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ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JODIE DOUGLASS AUSTIN CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-07-11T11:35:41-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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