Civic Intelligence

Ed and Margaret Roberts Foundation

990T • Fiscal year 2024 • EIN 75-6600063

Jan 01, 2024 to Dec 31, 2024 • Filed on Jun 24, 2025

P O Box 9294Amarillo, TX 79105

(806) 372-5569

Siviq Scores

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Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

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.

$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

Latest loaded filing

2024

Assets$2,079,207
Liabilities$0
Net Assets$2,079,207

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

Latest loaded filing

2024

Revenue$128,694
Expenses$187,428
Net Income-$58,734
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 24, 2025
Return Version
2024v5.0
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
Raw XML Appendix77 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.

Path#Value
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IRS4562/MaximumDollarLimitationAmt01220000
IRS4562/ThresholdCostOfSect179PropAmt03050000
IRS4562/TotalDepreciationAmt0875
IRS990T/AvlblPre2018NOLCarryoverAmt0-12832
IRS990T/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0LPT CPAS & ADVISORS PLLC
IRS990T/BooksInCareOfDetail/PhoneNum08063734884
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0801 S FILLMORE SUITE 420
IRS990T/BooksInCareOfDetail/USAddress/CityNm0AMARILLO
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd079101
IRS990T/BookValueAssetsEOYAmt02079207
IRS990T/ForeignAccountsQuestionInd0false
IRS990T/ForeignTrustQuestionInd0false
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IRS990T/Post2017NOLCarryoverGrp/PrincipalBusinessActivityCd0211100
IRS990TScheduleA/NetOperatingLossDeductionAmt036
IRS990TScheduleA/OtherDeductionsAmt0622
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IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0688
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IRS990T/TaxableCorporationAmt00
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IRS990T/TotalUBTIComputedAmt09
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ED AND MARGARET ROBERTS FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0BILL COUNTISS TRUSTEE
ReturnHeader/Filer/BusinessNameControlTxt0EDAN
ReturnHeader/Filer/EIN0756600063
ReturnHeader/Filer/PhoneNum08063725569
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 9294
ReturnHeader/Filer/USAddress/CityNm0AMARILLO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd079105
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0AMARILLO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd079101
ReturnHeader/PreparerPersonGrp/PhoneNum08063734884
ReturnHeader/PreparerPersonGrp/PreparationDt02025-06-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0J LYNN BURNS CPA
ReturnHeader/ReturnTs02025-07-02T12:47:42-04:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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