Civic Intelligence

Roberts Foundation

990PF • Fiscal year 2013 • EIN 31-6299228

Dec 01, 2012 to Nov 30, 2013 • Filed on Apr 02, 2014

Organization Profile
124 Forrer RoadSuite45419
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.

2013 filings • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Asset Growth

52nd percentile

2.2%

Faster asset growth than 52% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$1,346,408

Up $28,791 (+2.2%) from 2012

Net Assets

Up

$1,346,408

Up $28,791 (+2.2%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$112,483

Up $131 (+0.1%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

2013

Assets$1,346,408
Liabilities$0
Net Assets$1,346,408
Open 2013 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

2013

Revenue-
Expenses$112,483
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2012 to Nov 30, 2013
Signed
Apr 2, 2014
Return Version
2012v2.3
Compensation and Service Providers
Top Officer Pay46th 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)3dayton, OH, US$74,250
Filing and Contact Details

Filer

EIN
31-6299228
Raw XML Appendix339 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/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0177 SHS NATIONAL OILWELL VARCO INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1137 SHS NATIONAL OILWELL VARCO INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2MS #530 (SEE ATTACHMENT)
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset6CAPITAL GAIN DIVIDENDS
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1karen r roberts
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2richard carlile
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0trustee - as needed
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2trustee - as needed
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IRS990PF/SummaryOfDirectCharitableActy/Description10PLEASE NOTE, THE FOUNDATION IS NOT INVOLVED IN ANY DIRECT CHARITABLE ACTIVITIES. ITS PRIMARY PURPOSE IS TO SUPPORT, BY CONTRIBUTIONS, OTHER CHARITABLE ORGANIZATIONS EXEMPT
IRS990PF/SummaryOfDirectCharitableActy/Description20UNDER INTERNAL REVENUE CODE SECTION 501(C)(3).
IRS990PF/SupplementaryInformation/ContributingManager0BURNELL R ROBERTS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount074250
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0general charitable purposes
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10various (see attachment)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0501(c)3
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0none
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10various
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0dayton
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0OH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode045419
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/ShareholderManager0NONE
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear074250
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear04945
IRS990PF/UndistributedIncome/AppliedToYear1069305
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted073221
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear100
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/ExcessFromCurrentYear00
IRS990PF/UndistributedIncome/QualifyingDistributions074250
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TotalCorpus00
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover00
IRS990PF/UndistributedIncome/UndistributedIncomeCY068276
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear069305
OtherDecreasesSchedule/OtherDecreases/Amount02523
OtherDecreasesSchedule/OtherDecreases/Description0BASIS ADJUSTMENT
OtherExpensesSchedule/OtherExpenses/Description0MANAGEMENT FEES
OtherExpensesSchedule/OtherExpenses/Description1INVESTMENT FEES
OtherExpensesSchedule/OtherExpenses/Description2SUBSCRIPTIONS
OtherExpensesSchedule/OtherExpenses/Description3OHIO STATE FEE
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome033534
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome12
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks033534
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks12
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks2406
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks3200
OtherIncomeSchedule2/OtherIncome/Description0option premium income cfi elks
OtherIncomeSchedule2/OtherIncome/Description1ord income - ms opp comm 90% due 6/28/13
TaxesSchedule/Taxes/Amount091
TaxesSchedule/Taxes/Amount11000
TaxesSchedule/Taxes/Category0FOREIGN TAX PAID
TaxesSchedule/Taxes/Category1FEDERAL TAX PAID
TaxesSchedule/Taxes/NetInvestmentIncome091
ReturnHeader/BuildTS02015-12-30 17:16:21Z
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/AddressLine20Suite
ReturnHeader/Filer/USAddress/City0Dayton
ReturnHeader/Filer/USAddress/State0OH
ReturnHeader/Filer/USAddress/ZIPCode045419
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02014-04-02
ReturnHeader/Officer/Name0burnell r roberts
ReturnHeader/Officer/Phone09372991510
ReturnHeader/Officer/Title0trustee
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10The Ayco Company LP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10PO Box 860
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Saratoga Springs
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0NY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0128660860
ReturnHeader/Preparer/Name0Daniel Piazza
ReturnHeader/Preparer/Phone05188864000
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-12-01
ReturnHeader/TaxPeriodEndDate02013-11-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02014-04-04T10:18:47-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,346,408
Liabilities
$0
Net assets
$1,346,408
Revenue
-
Expenses
$112,483
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