Civic Intelligence

Ed and Margaret Roberts Foundation

EIN 75-6600063 • Amarillo, TX

P O Box 9294Amarillo, TX 79105
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

10th percentile

-46%

Higher net margin than 10% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$36,000

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 28.0% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

28th percentile

-2.7%

Faster asset growth than 28% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

53rd percentile

10%

Faster revenue growth than 53% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$2,079,207

Down $58,734 (-2.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$2,079,207

Down $58,734 (-2.7%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin10th percentile

Revenue

Up

$128,694

Up $12,219 (+10%) from 2023

Expenses

Up

$187,428

Up $38,605 (+26%) from 2023

Net Income

Down

-$58,734

Down $26,386 (-82%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth28th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,289,412Liabilities 2011: $02011Assets 2012: $1,401,548Liabilities 2012: $2092012Assets 2013: $1,577,498Liabilities 2013: $02013Assets 2014: $1,746,946Liabilities 2014: $02014Assets 2015: $1,612,229Liabilities 2015: $02015Assets 2019: $1,760,615Liabilities 2019: $02019Assets 2020: $1,812,651Liabilities 2020: $0Net Assets 2020: $1,812,6512020Assets 2021: $2,212,288Liabilities 2021: $0Net Assets 2021: $2,212,2882021Assets 2022: $2,170,289Liabilities 2022: $0Net Assets 2022: $2,170,2892022Assets 2023: $2,137,941Liabilities 2023: $0Net Assets 2023: $2,137,9412023Assets 2024: $2,079,207Liabilities 2024: $0Net Assets 2024: $2,079,2072024

Highlighted filing

2024

Assets$2,079,207
Liabilities$0
Net Assets$2,079,207
Open 2024 Filing

Operations Trend

Revenue Growth53rd percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $474,168Expenses 2011: $256,421Net Income 2011: $217,7472011Revenue 2012: $349,514Expenses 2012: $237,587Net Income 2012: $111,9272012Revenue 2013: $503,135Expenses 2013: $326,976Net Income 2013: $176,1592013Revenue 2014: $404,672Expenses 2014: $235,224Net Income 2014: $169,4482014Revenue 2015: $195,665Expenses 2015: $303,576Net Income 2015: -$107,9112015Revenue 2019: $162,384Expenses 2019: $112,539Net Income 2019: $49,8452019Revenue 2020: $106,428Expenses 2020: $54,382Net Income 2020: $52,0462020Revenue 2021: $473,935Expenses 2021: $74,267Net Income 2021: $399,6682021Revenue 2022: $56,251Expenses 2022: $98,250Net Income 2022: -$41,9992022Revenue 2023: $116,475Expenses 2023: $148,823Net Income 2023: -$32,3482023Revenue 2024: $128,694Expenses 2024: $187,428Net Income 2024: -$58,7342024

Highlighted filing

2024

Revenue$128,694
Expenses$187,428
Net Income-$58,734
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$2,079,207
Liabilities
$0
Net assets
$2,079,207
Revenue
$128,694
Expenses
$187,428
Net income
-$58,734
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$0.13$0.19$0.06
2023Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$0.12$0.15$0.03
2022Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.06$0.10$0.04
2021Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$0.47$0.07$0.40
2020Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$0.11$0.05$0.05
2019Summary only. Only limited summary data is available for this year.$1.76$0.00$0.16$0.11$0.05
2015Summary only. Only limited summary data is available for this year.$1.61$0.00$0.20$0.30$0.11
2014Summary only. Only limited summary data is available for this year.$1.75$0.00$0.40$0.24$0.17
2013Summary only. Only limited summary data is available for this year.$1.58$0.00$0.50$0.33$0.18
2012Summary only. Only limited summary data is available for this year.$1.40$0.00$0.35$0.24$0.11
2011Summary only. Only limited summary data is available for this year.$1.29$0.00$0.47$0.26$0.22
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 24, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BILL COUNTISSTrustee-$36,000-$36,000
Filing and Contact Details

Filer

Filer Name
Ed and Margaret Roberts Foundation
EIN
75-6600063
Phone
8063725569
Address
P O BOX 9294, AMARILLO, TX 79105

Signing Officer

Name
Bill Countiss
Title
Trustee
Phone
8063725569
Signed
2025-06-24
Discuss with paid preparer
Yes

Preparer

Firm
Lpt Cpas Advisors Pllc
Address
801 S FILLMORE ST STE 420, AMARILLO, TX 79101
Preparer
J Lynn Burns CPA
Phone
8063734884
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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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ReturnHeader/ReturnTs02025-07-02T12:47:42-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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