Civic Intelligence

The Roberts Charitable Foundation Inc

EIN 82-1589307 • Gainesville, GA

Pub. 78 Eligible
821 Dawsonville Hwy Ste 250 Pmb 3Gainesville, GA 30501
Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Net Margin

10th percentile

-33%

Higher net margin than 10% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

29th percentile

$40,200

Higher top officer pay than 29% of similar nonprofits.

$10M-$25M nonprofits • Source year 2025

Asset Growth

46th percentile

2.9%

Faster asset growth than 46% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

91st percentile

148%

Faster revenue growth than 91% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Using 2024 Form 990PF data because the latest 2025 filing does not report standard financial totals.

Assets

Up

$10,202,934

Up $282,972 (+2.9%) from 2023

Liabilities

Down

$0

Down $906 (-100%) from 2023

Net Assets

Up

$10,202,934

Up $283,878 (+2.9%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin10th percentile

Revenue

Up

$475,028

Up $283,443 (+148%) from 2023

Expenses

Up

$633,504

Up $152,217 (+32%) from 2023

Net Income

Up

-$158,476

Up $131,226 (+45%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth46th percentile

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

$15M$10M$5.0M$0Assets 2017: $0Liabilities 2017: $0Net Assets 2017: $02017Assets 2018: $8,322,796Liabilities 2018: $3,899Net Assets 2018: $8,318,8972018Assets 2019: $9,401,424Liabilities 2019: $0Net Assets 2019: $9,401,4242019Assets 2020: $10,192,416Liabilities 2020: $0Net Assets 2020: $10,192,4162020Assets 2021: $11,447,321Liabilities 2021: $0Net Assets 2021: $11,447,3212021Assets 2022: $9,393,215Liabilities 2022: $2,427Net Assets 2022: $9,390,7882022Assets 2023: $9,919,962Liabilities 2023: $906Net Assets 2023: $9,919,0562023Assets 2024: $10,202,934Liabilities 2024: $0Net Assets 2024: $10,202,9342024

Latest loaded filing

2024

Assets$10,202,934
Liabilities$0
Net Assets$10,202,934
Open 2024 Filing

Operations Trend

Revenue Growth91st percentile

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

$10M$5.0M$0-$5.0MRevenue 2017: $0Expenses 2017: $0Net Income 2017: $02017Revenue 2018: $9,057,690Expenses 2018: $238,862Net Income 2018: $8,818,8282018Revenue 2019: $210,141Expenses 2019: $312,284Net Income 2019: -$102,1432019Revenue 2020: $84,559Expenses 2020: $316,541Net Income 2020: -$231,9822020Revenue 2021: $1,049,880Expenses 2021: $509,472Net Income 2021: $540,4082021Revenue 2022: $207,191Expenses 2022: $540,952Net Income 2022: -$333,7612022Revenue 2023: $191,585Expenses 2023: $481,287Net Income 2023: -$289,7022023Revenue 2024: $475,028Expenses 2024: $633,504Net Income 2024: -$158,4762024

Latest loaded filing

2024

Revenue$475,028
Expenses$633,504
Net Income-$158,476
Open 2024 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$10.2$0.00$10.2$0.48$0.63$0.16
2023Detailed filing. Detailed filing data is available for this year.$9.92$0.00$9.92$0.19$0.48$0.29
2022Detailed filing. Detailed filing data is available for this year.$9.39$0.00$9.39$0.21$0.54$0.33
2021Detailed filing. Detailed filing data is available for this year.$11.4$0.00$11.4$1.05$0.51$0.54
2020Detailed filing. Detailed filing data is available for this year.$10.2$0.00$10.2$0.08$0.32$0.23
2019Detailed filing. Detailed filing data is available for this year.$9.40$0.00$9.40$0.21$0.31$0.10
2018Detailed filing. Detailed filing data is available for this year.$8.32$0.00$8.32$9.06$0.24$8.82
2017Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Mar 31, 2026
Return Version
2025v4.1
Compensation and Service Providers
Top Officer Pay29th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID G MCINTEEPresidentPT$40,200-$40,200
DIANE T MCINTEEVice President-$0--
MEGHAN K RACHFORDVice President-$0--
MELISSA K KANESecretary-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantATLANTA RONALD MCDONALD HOUSE INCGENERAL SUPPORT AND ROOM SPONSORS-ATLANTA, GA, US$59,700
Paid GrantCHILDREN'S HEALTHCARE OF ATLANTARESEARCH FELLOW FUNDING RESEARCH-ATLANTA, GA, US$50,000
Paid GrantST JOSEPH'S HSSCHOLARSHIPS & LOCAL OUTREACH SERVICES-MADISON, MS, US$32,500
Paid GrantSAINT PETER'S UNIVERSITYSCHOLARSHIP FUND-JERSEY CITY, NJ, US$30,250
Paid GrantEAGLE RANCHGENERAL SUPPORT-FLOWERY BRANCH, GA, US$30,100
Paid GrantCHILDREN'S HEALTHCARE OF ATLANTANEVER SETTLE CAMPAIGN-ATLANTA, GA, US$30,000
Paid GrantCURE CHILDHOOD CANCERPEDIATRIC ONCOLOGY RESEARCH-ATLANTA, GA, US$30,000
Paid GrantFAMILY PROMISE OF HALL COUNTYFOOD & TOY OUTREACH FUND; GENERAL OPERATIONS-OAKWOOD, GA, US$30,000
Paid GrantRELIGIOUS SISTERS FILLIPINIFUNDING FOR OVERSEAS MISSIONS IN AFRICA-MORRISTOWN, NJ, US$30,000
Paid GrantREMERGEGENERAL PROGRAM SUPPORT-ATLANTA, GA, US$30,000
Paid GrantFRANCISCAN BREAD FOR THE POOR INCFOOD PANTRY AND MEALS FOR THE HOMELESS-NEW YORK, NY, US$25,000
Paid GrantMARIST SCHOOLBEARING WITNESS INSTITUTE TO COMBAT ANTISEMITISM-ATLANTA, GA, US$25,000
Paid GrantMY SISTER'S PLACEGENERAL SUPPORT FOR WOMAN'S SHELTER-GAINESVILLE, GA, US$20,270
Paid GrantATLANTA MUSIC PROJECTBEGINNER LEVEL MUSIC PROGRAM-ATLANTA, GA, US$20,000
Paid GrantTUNNELS TO TOWERS FOUNDATIONHOMELESS SHELTER FOR VETERANS-STATEN ISLAND, NY, US$20,000
Paid GrantWREATHS ACROSS AMERICAWREATHS TO US VETERAN CEMETERIES-COLUMBIA FALLS, ME, US$11,900
Paid GrantST JUDE CHILDRENS RESEARCH HOSPITALPEDIATRIC ONCOLOGY RESEARCH-MEMPHIS, TN, US$6,000
Paid GrantATLANTA COMMUNITY FOOD BANKFOOD BANK OPERATIONS-EAST POINT, GA, US$5,000
Paid GrantATLANTA MISSIONHOMELESS SHELTER OPERATIONAL SUPPORT-ATLANTA, GA, US$5,000
Paid GrantFERST READERSBOOKS FOR PRESCHOOLERS-MADISON, GA, US$5,000
Paid GrantFOLDS OF HONORSCHOLARSHIP FUND-OWASSO, OK, US$5,000
Paid GrantFRANCISCAN MISSION OUTREACHMEDICAL MISSIONS IN HONDURAS-SECAUCUS, NJ, US$5,000
Paid GrantGEORGIA MOUNTAIN FOOD BANKFOOD BANK OPERATIONAL SUPPORT-GAINESVILLE, GA, US$5,000
Paid GrantGOOD NEWS AT NOONOPERATIONAL SUPPORT-GAINESVILLE, GA, US$5,000
Paid GrantGOOD SAMARITAN FOOD MINISTRYFOOD BANK OPERATIONAL SUPPORT-GAINESVILLE, GA, US$5,000
Paid GrantMARINE TOYS FOR TOTSHOLIDAY TOYS FOR CHILDREN-TRIANGLE, VA, US$5,000
Paid GrantST VINCENT DE PAUL SOCIETYFOOD FOR THE POOR-ATLANTA, GA, US$5,000
Paid GrantPHILANTHROPY ROUNDTABLEGENERAL SUPPORT-WASHINGTON, DC, US$2,500
Paid GrantSALVATION ARMY - DEKALB COUNTYEMERGENCY SUPPORT FUNDS-DECATUR, GA, US$2,500
Paid GrantSALVATION ARMY - FULTON COUNTYEMERGENCY SUPPORT FUNDS-ATLANTA, GA, US$2,500
Paid GrantSALVATION ARMY - HALL COUNTYEMERGENCY SUPPORT FUNDS-GAINESVILLE, GA, US$2,500
Paid GrantSALVATION ARMY - RALEIGH COUNTYEMERGENCY SUPPORT FUNDS-RALEIGH, NC, US$2,500
Paid GrantCHILDREN'S MIRACLE NETWORKEXTRA LIFE FUNDRAISER-SALT LAKE CITY, UT, US$1,000
Paid GrantST BALDRICK'S FOUNDATIONGENERAL RESEARCH SUPPORT-MONROVIA, CA, US$500
Paid GrantGEORGIA PUBLIC BROADCASTINGGENERAL SUPPORT-ATLANTA, GA, US$250
Paid GrantCRESSWIND COMMUNITY FOUNDATIONGENERAL PROGRAM SUPPORT-GAINESVILLE, GA, US$240
Paid GrantUSOGENERAL SUPPORT-WASHINGTON, DC, US$225
Paid GrantNATIONAL PSORIASIS FOUNDATIONGENERAL RESEARCH SUPPORT-ALEXANDRIA, VA, US$100
Filing and Contact Details

Filer

Filer Name
The Roberts Charitable Foundation Inc
EIN
82-1589307
Phone
2128678000
Address
821 DAWSONVILLE HWY STE 250 PMB 3, GAINESVILLE, GA 30501

Signing Officer

Name
David G Mcintee
Title
President
Phone
2128678000
Signed
2026-03-31
Discuss with paid preparer
Yes

Preparer

Firm
PKF O'CONNOR DAVIES ADVISORY LLC
Address
20 COMMERCE DRIVE SUITE 301, CRANFORD, NJ 07016-3618
Preparer
Christopher Petermann
Phone
9082726200
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5239548
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5335380
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ADOBE INC COM 175 SHRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2ALPHABET INC CL C 790 SHRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3AMERICAN EXPRESS CO 625 SHRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4AMGEN INC 275 SHRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5APPLE INC 710 SHRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6AUTOMATIC DATA PROCESSING INC 355 SHRS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12COLGATE PALMOLIVE CO 1025 SHRS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14DANAHER CORP 290 SHRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15DEERE & CO 220 SHRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16DELL TECHNOLOGIES 375 SHRS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18EATON CORP PLC 200 SHRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19EMCOR GROUP, INC. 315 SHRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20EOG RESOURCES INC. 235 SHRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21ESSENTIAL UTILITIES INC 1080 SHRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22GENUINE PARTS CO 275 SHRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23HERSHEY CO 170 SHRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24HUBBELL INC COM 155 SHRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25INTERNATIONAL BUSINESS MACHINES 210 SHRS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27JPMORGAN CHASE & CO. 225 SHRS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29LVMH MOET HENNESSY 465 SHRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30MAIN STREET CAPITAL HOLDINGS LLC 975 SHRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31MCGRATH RENTCORP 430 SHRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32MEDTRONIC PLC 415 SHRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33MICROSOFT CORP 370 SHRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34NEXTERA ENERGY INC 750 SHRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35NICE LTD SPONSORED ADR 600 SHRS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37PAYCHEX INC COM 220 SHRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38PFIZER INC 1380 SHRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39RELX PLC 1300 SHRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40RIO TINTO PLC - ADR 300 SHRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41ROPER TECHNOLOGIES INC 167 SHRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42RTX CORPORATION 1049 SHRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43SALESFORCE INC. 330 SHRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44SCHNEIDER ELECTRIC 1570 SHRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45SONOVA HOLDING AG 1125 SHRS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47TJX COMPANIES INC 1000 SHRS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50VISA INC COM CL A 220 SHRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51WALMART INC. 450 SHRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52WASTE MANAGEMENT INC 180 SHRS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54WILLIAMS SONOMA INC 310 SHRS
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