The Roberts Foundation

990PF • Fiscal year 2016 • EIN 63-1239872

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 27, 2017

Organization Profile

p o box 43186birmingham, AL 35243

(205) 222-4154

Siviq Scores

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

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

-282%

Higher net margin than 4% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Higher top officer pay than 76% of similar nonprofits.

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

2016 filings • <$500k nonprofits • Source year 2016

-24%

Faster asset growth than 17% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

15600%

Faster revenue growth than 100% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet

Liabilities / Assets58th percentile

Assets

Down

$1,420

Down $442 (-24%) from 2015

Net Assets

$1,420

No earlier filing loaded for comparison.

Liabilities

Flat

Flat from 2015

Revenue And Expenses

Liabilities / Revenue58th percentile Net Margin4th percentile

Revenue

$157

Up $156 (+15600%) from 2015

Expenses

$599

Up $599 from 2015

Net Income

Down

-$442

Down $443 (-44300%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

Highlighted filing

2016

Assets$1,420

Liabilities$0

Net Assets$1,420

Open 2016 Filing

Operations Trend

Revenue Growth100th percentile

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

Highlighted filing

2016

Revenue$157

Expenses$599

Net Income-$442

Open 2016 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2016 to Dec 31, 2016
Signed: Oct 27, 2017
Return Version: 2016v3.0

Compensation and Service Providers

Top Officer Pay76th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
DANIEL J ROBERTS	President	-	$0	-	-
ANNE G ROBERTS	Director	-	$0	-	-
RONALD M COFIELD	Director	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: The Roberts Foundation
EIN: 63-1239872
Phone: 2052224154
Address: p o box 43186, birmingham, AL 35243

Signing Officer

Name: Daniel J Roberts
Title: President
Phone: 2052224154
Signed: 2017-10-27
Discuss with paid preparer: Yes

Preparer

Firm: Warren Averett LLC
Address: 2500 Acton Road, Birmingham, AL 35243
Preparer: William Dow
Phone: 2059794100

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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/PersonNm	1	ANNE G ROBERTS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	2	RONALD M COFIELD
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IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	413
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	3658
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	3245
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	INVESTMENT MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	99
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	99
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	0	157
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	157
ReturnHeader/BuildTS	0	2017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	Daniel J Roberts
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	President
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	2052224154
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2017-10-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	THE ROBERTS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	ROBE
ReturnHeader/Filer/EIN	0	631239872
ReturnHeader/Filer/PhoneNum	0	2052224154
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	p o box 43186
ReturnHeader/Filer/USAddress/CityNm	0	birmingham
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	AL
ReturnHeader/Filer/USAddress/ZIPCd	0	35243
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId	0	DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId	0	2B952E3B8A5AB49C850FECE1EBD1B037317265D7
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd	0	P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt	0	209.136.244.2
ReturnHeader/FilingSecurityInformation/IPDt	0	2017-10-27
ReturnHeader/FilingSecurityInformation/IPTimezoneCd	0	CD
ReturnHeader/FilingSecurityInformation/IPTm	0	11:54:50
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	454084437
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	Warren Averett LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	2500 Acton Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Birmingham
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	35243
ReturnHeader/PreparerPersonGrp/PhoneNum	0	2059794100
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2017-10-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	William Dow
ReturnHeader/ReturnTs	0	2017-11-15T15:23:10-06:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2016-01-01
ReturnHeader/TaxPeriodEndDt	0	2016-12-31
ReturnHeader/TaxYr	0	2016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $1,420
Liabilities: $0
Net assets: $1,420
Revenue: $157
Expenses: $599
Net income: -$442

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2019Detailed filing. Detailed filing data is available for this year.	$1,125	$1	$1,125	$3	$0	$3
2018Detailed filing. Detailed filing data is available for this year.	$1,122	$0	$1,122	$2	$150	$148
2017Detailed filing. Detailed filing data is available for this year.	$1,270	$0	$1,270	$0	$150	$150
2016Detailed filing. Detailed filing data is available for this year.	$1,420	$0	$1,420	$157	$599	$442
2015Summary only. Only limited summary data is available for this year.	$1,862	$0		$1	$0	$1
2014Detailed filing. Detailed filing data is available for this year.	$1,862	$1	$1,862	$1	$99	$98
2013Detailed filing. Detailed filing data is available for this year.	$1,961	$1	$1,961	$1	$0	$1
2012Detailed filing. Detailed filing data is available for this year.	$1,961	$0	$1,961		$2,873
2011Summary only. Only limited summary data is available for this year.	$4,832	$0		$855	$830	$25