Civic Intelligence

Roberts Foundation

990PF • Fiscal year 2012 • EIN 31-6299228

Dec 01, 2011 to Nov 30, 2012 • Filed on Mar 06, 2013

Organization Profile
124 Forrer Road45419
Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2012 filings • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Source year 2012

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets27th percentile

Assets

$1,317,617

No earlier filing loaded for comparison.

Net Assets

$1,317,617

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$112,352

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: $1,317,617Liabilities 2012: $0Net Assets 2012: $1,317,6172012Assets 2013: $1,346,408Liabilities 2013: $0Net Assets 2013: $1,346,4082013Assets 2014: $1,352,247Liabilities 2014: $0Net Assets 2014: $1,352,2472014Assets 2015: $1,239,222Liabilities 2015: $0Net Assets 2015: $1,239,2222015Assets 2017: $1,112,924Liabilities 2017: $0Net Assets 2017: $1,112,9242017Assets 2018: $1,288,644Liabilities 2018: $0Net Assets 2018: $1,288,6442018Assets 2019: $1,288,138Liabilities 2019: $0Net Assets 2019: $1,288,1382019Assets 2020: $1,340,420Liabilities 2020: $0Net Assets 2020: $1,340,4202020Assets 2022: $1,456,652Liabilities 2022: $0Net Assets 2022: $1,456,6522022Assets 2024: $2,486,470Liabilities 2024: $0Net Assets 2024: $2,486,4702024

Highlighted filing

2012

Assets$1,317,617
Liabilities$0
Net Assets$1,317,617
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.5M$1.0M$500K$0-$500KExpenses 2012: $112,3522012Expenses 2013: $112,4832013Revenue 2014: $142,102Expenses 2014: $140,196Net Income 2014: $1,9062014Revenue 2015: $73,487Expenses 2015: $186,514Net Income 2015: -$113,0272015Revenue 2017: $63,002Expenses 2017: $146,683Net Income 2017: -$83,6812017Revenue 2018: $276,762Expenses 2018: $101,042Net Income 2018: $175,7202018Revenue 2019: $94,070Expenses 2019: $94,576Net Income 2019: -$5062019Revenue 2020: $137,525Expenses 2020: $85,243Net Income 2020: $52,2822020Revenue 2022: $78,489Expenses 2022: $100,386Net Income 2022: -$21,8972022Revenue 2024: $1,223,368Expenses 2024: $134,433Net Income 2024: $1,088,9352024

Highlighted filing

2012

Revenue-
Expenses$112,352
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2011 to Nov 30, 2012
Signed
Mar 6, 2013
Return Version
2011v1.5
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
burnell r robertsTrustee - As Needed-$0--
karen r robertsTrustee - As Needed-$0--
richard carlileTrustee - As Needed-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grantvarious (see attachment)general charitable purposes501(c)3various, OH, US$71,549
Filing and Contact Details

Filer

EIN
31-6299228
Raw XML Appendix311 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/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1karen r roberts
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2richard carlile
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0trustee - as needed
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1trustee - as needed
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2trustee - as needed
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OtherDecreasesSchedule/OtherDecreases/Description0NONTAXABLE BASIS ADJUSTMENT
OtherExpensesSchedule/OtherExpenses/Description0MANAGEMENT FEES
OtherExpensesSchedule/OtherExpenses/Description1INVESTMENT FEES
OtherExpensesSchedule/OtherExpenses/Description2SUBSCRIPTIONS
OtherExpensesSchedule/OtherExpenses/Description3OHIO STATE FEE
OtherExpensesSchedule/OtherExpenses/Description4TAX PREPARATION FEE
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome036136
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome14
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks036136
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks14
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks2406
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks3200
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks43000
TaxesSchedule/Taxes/Amount0557
TaxesSchedule/Taxes/Amount1500
TaxesSchedule/Taxes/Category0FOREIGN TAX PAID
TaxesSchedule/Taxes/Category1FEDERAL TAX PAID
TaxesSchedule/Taxes/NetInvestmentIncome0557
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/Filer/EIN0316299228
ReturnHeader/Filer/InCareOfName0% BURNELL ROBERTS
ReturnHeader/Filer/Name/BusinessNameLine10ROBERTS FOUNDATION
ReturnHeader/Filer/NameControl0ROBE
ReturnHeader/Filer/Phone09372991510
ReturnHeader/Filer/USAddress/AddressLine10124 Forrer Road
ReturnHeader/Filer/USAddress/City0Dayton
ReturnHeader/Filer/USAddress/State0OH
ReturnHeader/Filer/USAddress/ZIPCode045419
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-03-06
ReturnHeader/Officer/Name0burnell roberts
ReturnHeader/Officer/Title0trustee
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10The Ayco Company LP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10PO BOX 15014
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0ALBANY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0NY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0122125014
ReturnHeader/Preparer/Name0Daniel Piazza
ReturnHeader/Preparer/Phone05186405000
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-12-01
ReturnHeader/TaxPeriodEndDate02012-11-30
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02013-03-11T07:10:18-05:00

Document Assets

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,317,617
Liabilities
$0
Net assets
$1,317,617
Revenue
-
Expenses
$112,352
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.49$0.00$2.49$1.22$0.13$1.09
2022Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.08$0.10$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.14$0.09$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.29$0.00$1.29$0.09$0.09$0.00
2018Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.28$0.10$0.18
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.11$0.00$1.11$0.06$0.15$0.08
2015Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.07$0.19$0.11
2014Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.14$0.14$0.00
2013Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.11
2012Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.11