Civic Intelligence

Roberts Foundation

990PF • Fiscal year 2020 • EIN 31-6299228

Dec 01, 2019 to Nov 30, 2020 • Filed on Apr 15, 2021

Organization Profile
6439 Bethany Village Drive 304Centerville, OH 45459

(937) 299-1510

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

83rd percentile

38%

Higher net margin than 83% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

53rd percentile

4.1%

Faster asset growth than 53% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

85th percentile

46%

Faster revenue growth than 85% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$1,340,420

Up $52,282 (+4.1%) from 2019

Net Assets

Up

$1,340,420

Up $52,282 (+4.1%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin83rd percentile

Revenue

Up

$137,525

Up $43,455 (+46%) from 2019

Expenses

Down

$85,243

Down $9,333 (-9.9%) from 2019

Net Income

Up

$52,282

Up $52,788 (+10432%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth53rd 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

2020

Assets$1,340,420
Liabilities$0
Net Assets$1,340,420
Open 2020 Filing

Operations Trend

Revenue Growth85th 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

2020

Revenue$137,525
Expenses$85,243
Net Income$52,282
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2019 to Nov 30, 2020
Signed
Apr 15, 2021
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
burnell r robertsTrustee-$0--
karen r robertsTrustee-$0--
Evan R RobertsTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Roberts Foundation
EIN
31-6299228
In Care Of
% BURNELL ROBERTS
Phone
9372991510
Address
6439 Bethany Village Drive 304, Centerville, OH 45459

Signing Officer

Name
Evan Roberts
Title
Trustee
Phone
5186405000
Signed
2021-04-15
Discuss with paid preparer
Yes

Preparer

Firm
The Ayco Company LP
Address
PO Box 15201, Albany, NY 12212-5201
Preparer
Elizabeth VanTassel
Phone
5186405000
Raw XML Appendix287 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/SummaryOfDirectChrtblActyGrp/Description1Txt0PLEASE NOTE, THE FOUNDATION IS NOT INVOLVED IN ANY DIRECT CHARITABLE ACTIVITIES. ITS PRIMARY PURPOSE IS TO SUPPORT, BY CONTRIBUTIONS, OTHER CHARITABLE ORGANIZATIONS EXEMPT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt053550
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0general charitable purposes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0See Attachment
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0none 501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0various
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0dayton
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd045419
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt053550
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/AppliedToCurrentYearAmt053550
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt083083
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt027276
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt027276
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt027276
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt053550
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt027276
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt02257
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1STATE FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt031493
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt031493
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1200
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAID
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0EVAN ROBERTS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum05186405000
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Roberts Foundation
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0316299228
ReturnHeader/Filer/InCareOfNm0% BURNELL ROBERTS
ReturnHeader/Filer/PhoneNum09372991510
ReturnHeader/Filer/USAddress/AddressLine1Txt06439 Bethany Village Drive 304
ReturnHeader/Filer/USAddress/CityNm0Centerville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045459
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0The Ayco Company LP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 15201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Albany
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0122125201
ReturnHeader/PreparerPersonGrp/PhoneNum05186405000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Elizabeth VanTassel
ReturnHeader/ReturnTs02021-03-25T10:12:39-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-12-01
ReturnHeader/TaxPeriodEndDt02020-11-30
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,340,420
Liabilities
$0
Net assets
$1,340,420
Revenue
$137,525
Expenses
$85,243
Net income
$52,282
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