Civic Intelligence

Roberts Fam Foundation

EIN 38-7280523 • Tulsa, OK

1127 E 33rd PlTulsa, OK 74105
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

43rd percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Net Margin

98th percentile

98%

Higher net margin than 98% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

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

$500k-$1M nonprofits • Source year 2024

Asset Growth

95th percentile

110%

Faster asset growth than 95% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

95th percentile

239%

Faster revenue growth than 95% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$626,583

Up $328,651 (+110%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

Up

$626,583

Up $328,651 (+110%) from 2023

Operations
Liabilities / Revenue44th percentileNet Margin98th percentile

Revenue

Up

$545,415

Up $384,720 (+239%) from 2023

Expenses

Up

$10,015

Up $1,138 (+13%) from 2023

Net Income

Up

$535,400

Up $383,582 (+253%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth95th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2021: $151,051Liabilities 2021: $1Net Assets 2021: $151,0512021Assets 2022: $284,792Liabilities 2022: $1Net Assets 2022: $284,7922022Assets 2023: $297,932Liabilities 2023: $1Net Assets 2023: $297,9322023Assets 2024: $626,583Liabilities 2024: $0Net Assets 2024: $626,5832024

Highlighted filing

2024

Assets$626,583
Liabilities$0
Net Assets$626,583
Open 2024 Filing

Operations Trend

Revenue Growth95th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0Revenue 2021: $151,051Expenses 2021: $0Net Income 2021: $151,0512021Revenue 2022: $152,457Expenses 2022: $18,978Net Income 2022: $133,4792022Revenue 2023: $160,695Expenses 2023: $8,877Net Income 2023: $151,8182023Revenue 2024: $545,415Expenses 2024: $10,015Net Income 2024: $535,4002024

Highlighted filing

2024

Revenue$545,415
Expenses$10,015
Net Income$535,400
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$626,583
Liabilities
$0
Net assets
$626,583
Revenue
$545,415
Expenses
$10,015
Net income
$535,400
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.27$0.00$6.27$5.45$0.10$5.35
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.98$0.00$2.98$1.61$0.09$1.52
2022Detailed filing. Detailed filing data is available for this year.$2.85$0.00$2.85$1.52$0.19$1.33
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.51$0.00$1.51$1.51$0.00$1.51
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 14, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Anne RobertsTrusteePT$0--
Keith RobertsTrusteePT$0--
Rachel RobertsTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Roberts Family Foundation
EIN
38-7280523
In Care Of
% ANNE ROBERTS
Phone
9188772200
Address
1127 E 33RD PL, TULSA, OK 74105

Signing Officer

Name
Anne Roberts
Title
Trustee
Phone
9188772200
Signed
2025-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Howertonmorrissimpson&smithpllc
Address
8282 S MEMORIAL DR STE 110, TULSA, OK 74133
Preparer
Gary L Smith
Phone
9184815949
Raw XML Appendix293 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/UndistributedIncomeGrp/PriorYear2Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt07500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01430
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt013429
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Anne Roberts
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01127 E 33RD PL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0TULSA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0OK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd074105
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0151734
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ACCRUED INCOME
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0148713
OtherDecreasesSchedule/OtherDecreasesDetail/Amt158036
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0EXCESS OF FMV OF STOCK RECD OVER BASIS
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1REALIZED GAIN FROM STOCK RECEIVED
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT FEES
OtherIncreasesSchedule/OtherIncreasesDetail/Amt00
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ADJUST TO COST BASIS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt02222
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02222
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02222
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt093
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt1200
TaxesSchedule/TaxesDetail/Amt093
TaxesSchedule/TaxesDetail/Amt1200
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES WITHHELD
TaxesSchedule/TaxesDetail/CategoryTxt1INCOME TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt093
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1200
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Anne Roberts
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum09188772200
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Roberts Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0387280523
ReturnHeader/Filer/InCareOfNm0% ANNE ROBERTS
ReturnHeader/Filer/PhoneNum09188772200
ReturnHeader/Filer/USAddress/AddressLine1Txt01127 E 33RD PL
ReturnHeader/Filer/USAddress/CityNm0TULSA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd074105
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HOWERTONMORRISSIMPSON&SMITHPLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08282 S MEMORIAL DR STE 110
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TULSA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd074133
ReturnHeader/PreparerPersonGrp/PhoneNum09184815949
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GARY L SMITH
ReturnHeader/ReturnTs02025-05-14T15:21:35-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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