Civic Intelligence

Roberts Ranch Preservation Trust

990PF • Fiscal year 2021 • EIN 35-2588585

Feb 01, 2021 to Dec 31, 2021 • Filed on May 19, 2022

23930 N Highway 287Livermore, CO 80536

(970) 493-8148

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

Higher debt load relative to assets than 27% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

90th percentile

2.07x

Higher debt load relative to revenue than 90% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

Net Margin

6th percentile

-56%

Higher net margin than 6% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

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

2021 filings • $10M-$25M nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

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

Source year 2021

Revenue Growth

Score unavailable

No value available

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

Source year 2021

Assets

$15,289,476

No earlier filing loaded for comparison.

Net Assets

$15,239,291

No earlier filing loaded for comparison.

Liabilities

$50,185

No earlier filing loaded for comparison.

Revenue

$24,252

No earlier filing loaded for comparison.

Expenses

$37,928

No earlier filing loaded for comparison.

Net Income

-$13,676

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$20M$15M$10M$5.0M$0Assets 2021: $15,289,476Liabilities 2021: $50,185Net Assets 2021: $15,239,2912021Assets 2022: $15,567,548Liabilities 2022: $238,093Net Assets 2022: $15,329,4552022Assets 2023: $15,518,477Liabilities 2023: $204,549Net Assets 2023: $15,313,9282023Assets 2024: $15,553,475Liabilities 2024: $210,438Net Assets 2024: $15,343,0372024

Highlighted filing

2021

Assets$15,289,476
Liabilities$50,185
Net Assets$15,239,291

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2021: $24,252Expenses 2021: $37,928Net Income 2021: -$13,6762021Revenue 2022: $133,187Expenses 2022: $43,023Net Income 2022: $90,1642022Revenue 2023: $29,321Expenses 2023: $44,848Net Income 2023: -$15,5272023Revenue 2024: $76,530Expenses 2024: $47,421Net Income 2024: $29,1092024

Highlighted filing

2021

Revenue$24,252
Expenses$37,928
Net Income-$13,676
Jump To
Filing Snapshot
Filing Period
Feb 1, 2021 to Dec 31, 2021
Signed
May 19, 2022
Return Version
2021v4.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHAY RENNELSTrustee-$0--
JASON AHOLABoard Member-$0--
NANCY WALLACEBoard Member-$0--
DL ROBERTSBoard MemberPT$0--
JUSTIN CUMMINGSBoard Member-$0--
CARL JUDSONBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Roberts Ranch Preservation Trust
EIN
35-2588585
Phone
9704938148
Address
23930 N HIGHWAY 287, LIVERMORE, CO 80536

Signing Officer

Name
Kathay Rennels
Title
Trustee
Phone
9704938148
Signed
2022-05-19
Discuss with paid preparer
Yes

Preparer

Firm
Brock and Company Cpas Pc
Address
3711 JFK PARKWAY SUITE 315, FORT COLLINS, CO 80525
Preparer
Susan R Johnson CPA
Phone
9702237855
Raw XML Appendix383 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/PrivateOperatingFoundationsGrp/TotalSupportGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/TotalAmt00
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt011E
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt111E
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0THE TRUST PROVEDES ASSISTANCE AND SUPPORT TO THE J EVAN AND CATHERINE
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1ROBERTS AGRICULTURAL TRUST
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt023930 N HIGHWAY 287
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LIVERMORE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd080536
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CO
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0THE TRUST
IRS990PF/StatementsRegardingActyGrp/PhoneNum09704938148
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd01
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0THE ROBERTS RANCH PRESERVATIUON TRUST OWNS THE LAND AND BUIDINGS AT THE ROBERTS RANCH. IN 2021, THE TRUST PROVIDED ASSISTANCE AND SUPPORT TO THE J EVAN AND CATHERINE ROBERTS AGRICULTURAL TRUST (501(C)3, EIN 61-1823710) IN ITS MISSION OF HABITAT RESTORATION AND EDUCATION.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0IN 2021, THE TRUST PROVIDED ASSISTANCE AND SUPPORT TO THE J EVAN AND CATHERINE ROBERTS AGRICULTURAL TRUST AS IT HOSTED UNIVERSITY STUDENTS AT THE ROBERTS CATTLE RANCH FOR EDUCATIONAL SESSIONS ABOUT THE VALUE OF BEEF OPERATION PLANNING IN REGARDS TO RANGE AND RIPARIAN HEALTH AND GENERAL CATTLE RANCH MANAGEMENT. ON SEPTEMBER 9TH, THE TRUST HOSTED 2 STUDENTS OF THE UNIVERSITY'S BEEF SYSTEMS CLASS TO DISCUSS CATTLE RANCH MANAGMENT.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description3Txt0IN 2021, THE TRUST PROVIDED ASSISTANCE AND SUPPORT TO THE J EVAN AND CATHERINE ROBERTS AGRICULTURAL TRUST AS IT HOSTED EDUCATIONAL TOURS OF THE ROBERTS RANCH AND IT'S VARIOUS RANCH OPERATIONS. ON MAY 10TH, THE TRUST HOSTED 4H MEMBERS OF THE PUBLIC TO EDUCATE THE HISTORY OF THE RANCH.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description4Txt0NONE
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt00
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses3Amt00
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses4Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt09178
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt1683
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt26827
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt34475
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt40
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt514540
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt62700
LandEtcSchedule2/LandEtcGrp/BookValueAmt0111822
LandEtcSchedule2/LandEtcGrp/BookValueAmt18317
LandEtcSchedule2/LandEtcGrp/BookValueAmt283173
LandEtcSchedule2/LandEtcGrp/BookValueAmt354525
LandEtcSchedule2/LandEtcGrp/BookValueAmt415000000
LandEtcSchedule2/LandEtcGrp/BookValueAmt50
LandEtcSchedule2/LandEtcGrp/BookValueAmt615300
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0MAIN DWELLING
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt1ORIGINAL DWELLING
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt2DEREK ROBERTS HOME
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt3SPRING HILL DWELLING
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt416,600 ACRES LAND
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt5HORSESHOE SPRING IMPROVEMENTS
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt6SHEDS AND LANDSCAPING
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt0121000
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt19000
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt290000
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt359000
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt415000000
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt514540
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt618000
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt0121000
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt19000
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt290000
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt359000
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt415000000
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt514540
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt618000
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt0896
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt1250
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1REPAIRS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt07167
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt12002
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0896
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1250
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt08959
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt12502
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt026114
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0DUE TO AGRICULTURAL TRUST
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt050185
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt0425
TaxesSchedule/TaxesDetail/Amt04251
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt03401
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0425
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHAY RENNELS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09704938148
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROBERTS RANCH PRESERVATION TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0352588585
ReturnHeader/Filer/PhoneNum09704938148
ReturnHeader/Filer/USAddress/AddressLine1Txt023930 N HIGHWAY 287
ReturnHeader/Filer/USAddress/CityNm0LIVERMORE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080536
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0840930288
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BROCK AND COMPANY CPAS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03711 JFK PARKWAY SUITE 315
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FORT COLLINS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080525
ReturnHeader/PreparerPersonGrp/PhoneNum09702237855
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUSAN R JOHNSON CPA
ReturnHeader/ReturnTs02022-05-19T12:55:34-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KATHAY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0RENNELS
ReturnHeader/TaxPeriodBeginDt02021-02-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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