Civic Intelligence

Roberts Foundation

990PF • Fiscal year 2018 • EIN 31-6299228

Dec 01, 2017 to Nov 30, 2018 • Filed on Mar 29, 2019

Organization Profile
124 W Forrer RoadDayton, OH 45419

(937) 299-1510

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

93rd percentile

63%

Higher net margin than 93% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

81st percentile

16%

Faster asset growth than 81% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

97th percentile

339%

Faster revenue growth than 97% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$1,288,644

Up $175,720 (+16%) from 2017

Net Assets

Up

$1,288,644

Up $175,720 (+16%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin93rd percentile

Revenue

Up

$276,762

Up $213,760 (+339%) from 2017

Expenses

Down

$101,042

Down $45,641 (-31%) from 2017

Net Income

Up

$175,720

Up $259,401 (+310%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth81st 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

2018

Assets$1,288,644
Liabilities$0
Net Assets$1,288,644
Open 2018 Filing

Operations Trend

Revenue Growth97th percentile

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

2018

Revenue$276,762
Expenses$101,042
Net Income$175,720
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2017 to Nov 30, 2018
Signed
Mar 29, 2019
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
burnell r robertsTrustee - As Needed-$0--
karen r robertsTrustee - As Needed-$0--
Mark A ConwayTrustee - As Needed-$0--
Filing and Contact Details

Filer

Filer Name
Roberts Foundation
EIN
31-6299228
In Care Of
% BURNELL ROBERTS
Phone
9372991510
Address
124 W Forrer Road, Dayton, OH 45419

Signing Officer

Name
Burnell Roberts
Title
Trustee
Phone
5188864000
Signed
2019-03-29
Discuss with paid preparer
Yes

Preparer

Firm
The Ayco Company LP
Address
PO Box 860, Saratoga Springs, NY 12866-0860
Preparer
Christine DiIonna
Phone
5188864000
Raw XML Appendix292 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Mark A Conway
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IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt062300
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt062300
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt076314
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt014014
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt043042
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt019002
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt014014
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt048030
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt043042
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt04988
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt062300
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt048030
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt062044
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1STATE FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt033542
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt033542
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1200
TaxesSchedule/TaxesDetail/Amt05000
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAID
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BURNELL ROBERTS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum05188864000
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-03-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Roberts Foundation
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0316299228
ReturnHeader/Filer/InCareOfNm0% BURNELL ROBERTS
ReturnHeader/Filer/PhoneNum09372991510
ReturnHeader/Filer/USAddress/AddressLine1Txt0124 W Forrer Road
ReturnHeader/Filer/USAddress/CityNm0Dayton
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045419
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0AFE86CFD14D69789519B9E7485F3C2DF8B4016A8
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0AFE86CFD14D69789519B9E7485F3C2DF8B4016A8
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId014257320190985000038
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-04-08
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0199.29.247.15
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0The Ayco Company LP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 860
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Saratoga Springs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0128660860
ReturnHeader/PreparerPersonGrp/PhoneNum05188864000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Christine DiIonna
ReturnHeader/ReturnTs02019-04-08T13:55:11-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-12-01
ReturnHeader/TaxPeriodEndDt02018-11-30
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,288,644
Liabilities
$0
Net assets
$1,288,644
Revenue
$276,762
Expenses
$101,042
Net income
$175,720
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