Civic Intelligence

The Roberts Family Foundation

EIN 74-2269660 • Sheridan, WY

1811 S Sheridan AvenueSheridan, WY 82801
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

7th percentile

-246%

Higher net margin than 7% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

12th percentile

-99%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

98th percentile

690%

Faster revenue growth than 98% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$7,546

Down $904,164 (-99%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$7,546

Down $904,164 (-99%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin7th percentile

Revenue

Up

$374,113

Up $326,779 (+690%) from 2023

Expenses

Up

$1,294,269

Up $1,124,761 (+664%) from 2023

Net Income

Down

-$920,156

Down $797,982 (-653%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,293,076Liabilities 2010: $0Net Assets 2010: $1,293,0762010Assets 2011: $1,205,390Liabilities 2011: $0Net Assets 2011: $1,205,3902011Assets 2012: $1,199,908Liabilities 2012: $0Net Assets 2012: $1,199,9082012Assets 2013: $1,696,567Liabilities 2013: $0Net Assets 2013: $1,696,5672013Assets 2014: $1,647,832Liabilities 2014: $0Net Assets 2014: $1,647,8322014Assets 2015: $1,677,322Liabilities 2015: $0Net Assets 2015: $1,677,3222015Assets 2016: $1,469,134Liabilities 2016: $0Net Assets 2016: $1,469,1342016Assets 2017: $1,459,535Liabilities 2017: $44,123Net Assets 2017: $1,415,4122017Assets 2018: $1,603,439Liabilities 2018: $9,734Net Assets 2018: $1,593,7052018Assets 2019: $1,377,283Liabilities 2019: $7,381Net Assets 2019: $1,369,9022019Assets 2020: $1,210,035Liabilities 2020: $23,266Net Assets 2020: $1,186,7692020Assets 2021: $1,186,593Liabilities 2021: $5,895Net Assets 2021: $1,180,6982021Assets 2022: $1,060,132Liabilities 2022: $0Net Assets 2022: $1,060,1322022Assets 2023: $911,710Liabilities 2023: $0Net Assets 2023: $911,7102023Assets 2024: $7,546Liabilities 2024: $0Net Assets 2024: $7,5462024

Highlighted filing

2024

Assets$7,546
Liabilities$0
Net Assets$7,546
Open 2024 Filing

Operations Trend

Revenue Growth98th percentile

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

$2.0M$1.0M$0-$1.0MExpenses 2010: $138,3652010Expenses 2011: $90,5782011Expenses 2012: $57,1202012Revenue 2013: $542,546Expenses 2013: $45,887Net Income 2013: $496,6592013Revenue 2014: $57,862Expenses 2014: $106,597Net Income 2014: -$48,7352014Revenue 2015: $121,857Expenses 2015: $92,367Net Income 2015: $29,4902015Revenue 2016: -$67,816Expenses 2016: $137,781Net Income 2016: -$205,5972016Revenue 2017: $59,867Expenses 2017: $113,589Net Income 2017: -$53,7222017Revenue 2018: $382,605Expenses 2018: $204,312Net Income 2018: $178,2932018Revenue 2019: $33,725Expenses 2019: $257,528Net Income 2019: -$223,8032019Revenue 2020: -$94,037Expenses 2020: $89,096Net Income 2020: -$183,1332020Revenue 2021: $102,759Expenses 2021: $108,830Net Income 2021: -$6,0712021Revenue 2022: $5,491Expenses 2022: $163,993Net Income 2022: -$158,5022022Revenue 2023: $47,334Expenses 2023: $169,508Net Income 2023: -$122,1742023Revenue 2024: $374,113Expenses 2024: $1,294,269Net Income 2024: -$920,1562024

Highlighted filing

2024

Revenue$374,113
Expenses$1,294,269
Net Income-$920,156
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$7,546
Liabilities
$0
Net assets
$7,546
Revenue
$374,113
Expenses
$1,294,269
Net income
-$920,156
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.37$1.29$0.92
2023Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.05$0.17$0.12
2022Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.01$0.16$0.16
2021Detailed filing. Detailed filing data is available for this year.$1.19$0.01$1.18$0.10$0.11$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.21$0.02$1.19$0.09$0.09$0.18
2019Detailed filing. Detailed filing data is available for this year.$1.38$0.01$1.37$0.03$0.26$0.22
2018Detailed filing. Detailed filing data is available for this year.$1.60$0.01$1.59$0.38$0.20$0.18
2017Detailed filing. Detailed filing data is available for this year.$1.46$0.04$1.42$0.06$0.11$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.07$0.14$0.21
2015Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.12$0.09$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.06$0.11$0.05
2013Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$0.54$0.05$0.50
2012Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.06
2011Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.09
2010Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.14
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 25, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DONALD B ROBERTSPresident-$0--
JAY MCGINNISSecretary-$0--
Filing and Contact Details

Filer

Filer Name
The Roberts Family Foundation
EIN
74-2269660
Phone
3076720785
Address
1811 S SHERIDAN AVENUE, SHERIDAN, WY 82801

Signing Officer

Name
Donald B Roberts
Title
President
Phone
3076744152
Signed
2025-09-25
Discuss with paid preparer
Yes

Preparer

Firm
Harker Mellinger LLC
Address
1811 S SHERIDAN AVE, SHERIDAN, WY 82801
Preparer
Alicia I Cox CPA
Phone
3076720785
Raw XML Appendix322 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt325000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2RANCHO CIELO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3VETERAN VILLAGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4SHERIDAN COMMUNITY FOUNDATION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SALINAS
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt034438
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt089656
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt040462
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt027262
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt027262
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01470005
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01235509
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0104378
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt089656
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt040462
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01269947
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01235509
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01497267
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0261758
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt017886
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt017886
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0-190
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt1-4866
OtherIncomeSchedule2/OtherIncomeDetail/Desc0INVESTMENTS PARTNERS, LLC GEO
OtherIncomeSchedule2/OtherIncomeDetail/Desc1INVESTMENT PARTNERS, LLC REO
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-190
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1-4866
OtherIncreasesSchedule/OtherIncreasesDetail/Amt015992
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt025
TaxesSchedule/TaxesDetail/Amt025
TaxesSchedule/TaxesDetail/Amt14427
TaxesSchedule/TaxesDetail/CategoryTxt0LICENSES
TaxesSchedule/TaxesDetail/CategoryTxt1990
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt04427
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DONALD B ROBERTS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03076744152
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ROBERTS FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0742269660
ReturnHeader/Filer/PhoneNum03076720785
ReturnHeader/Filer/USAddress/AddressLine1Txt01811 S SHERIDAN AVENUE
ReturnHeader/Filer/USAddress/CityNm0SHERIDAN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WY
ReturnHeader/Filer/USAddress/ZIPCd082801
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0830276355
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HARKER MELLINGER LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01811 S SHERIDAN AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SHERIDAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd082801
ReturnHeader/PreparerPersonGrp/PhoneNum03076720785
ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALICIA I COX CPA
ReturnHeader/ReturnTs02025-09-29T10:21:20-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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