Civic Intelligence

Roberts Community Foundation Inc.

990EZ • Fiscal year 2019 • EIN 84-1425182

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 26, 2020

Organization ProfileN/A
PO Box 284Roberts, MT 59070

(406) 425-0498

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2019

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2019

Net Margin

92nd percentile

53%

Higher net margin than 92% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

65th percentile

13%

Faster asset growth than 65% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

81st percentile

35%

Faster revenue growth than 81% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$361,483

Up $42,227 (+13%) from 2018

Net Assets

$361,483

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin92nd percentile

Revenue

Up

$79,680

Up $20,565 (+35%) from 2018

Expenses

Down

$37,452

Down $15,482 (-29%) from 2018

Net Income

Up

$42,228

Up $36,047 (+583%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

$600K$400K$200K$0Assets 2011: $222,572Liabilities 2011: $02011Assets 2012: $236,551Liabilities 2012: $02012Assets 2013: $230,260Liabilities 2013: $02013Assets 2015: $247,771Liabilities 2015: $02015Assets 2016: $270,581Liabilities 2016: $02016Assets 2017: $313,075Liabilities 2017: $02017Assets 2018: $319,256Liabilities 2018: $02018Assets 2019: $361,483Net Assets 2019: $361,4832019Assets 2020: $359,099Net Assets 2020: $359,0992020Assets 2021: $408,088Net Assets 2021: $408,0882021Assets 2022: $410,452Net Assets 2022: $410,4522022Assets 2023: $430,012Net Assets 2023: $430,0122023Assets 2024: $470,847Liabilities 2024: $64Net Assets 2024: $470,7832024

Highlighted filing

2019

Assets$361,483
Liabilities-
Net Assets$361,483
Open 2019 Filing

Operations Trend

Revenue Growth81st percentile

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

$100K$50K$0-$50KRevenue 2011: $65,778Expenses 2011: $18,117Net Income 2011: $47,6612011Revenue 2012: $36,187Expenses 2012: $22,208Net Income 2012: $13,9792012Revenue 2013: $49,952Expenses 2013: $72,005Net Income 2013: -$22,0532013Revenue 2015: $39,029Expenses 2015: $34,174Net Income 2015: $4,8552015Revenue 2016: $57,836Expenses 2016: $35,026Net Income 2016: $22,8102016Revenue 2017: $93,602Expenses 2017: $51,108Net Income 2017: $42,4942017Revenue 2018: $59,115Expenses 2018: $52,934Net Income 2018: $6,1812018Revenue 2019: $79,680Expenses 2019: $37,452Net Income 2019: $42,2282019Revenue 2020: $48,826Expenses 2020: $51,209Net Income 2020: -$2,3832020Revenue 2021: $56,032Expenses 2021: $7,045Net Income 2021: $48,9872021Revenue 2022: $89,420Expenses 2022: $40,555Net Income 2022: $48,8652022Revenue 2023: $68,726Expenses 2023: $68,947Net Income 2023: -$2212023Revenue 2024: $52,148Expenses 2024: $36,415Net Income 2024: $15,7332024

Highlighted filing

2019

Revenue$79,680
Expenses$37,452
Net Income$42,228
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 26, 2020
Return Version
2019v5.0
Gross Receipts
$79,680
Mission and Program Overview

Mission

The roberts community foundation's mission is to safeguard and enhance the intergrity of the roberts area community and school system. Our collective purpose is to establish a strong fund development program that assists those services and programs considered important for the roberts area now and in the future

To conduct fundraising activities to support school and community projects in and around the town of roberts, montana.

Program Services

DescriptionGrantsExpenses
COMMUNITY SUPPORT.$31,130-
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GORDON HILLPresidentPT$0--
CHERIE MONDRAGONSecretary-$0--
KAREN KANSALATreasurerPT$0--
TIM SWANSBOROUGHBoard Member-$0--
ALAN SCHUYLERVice PresidentPT$0--
PATTI PRINKKI KEEBLERTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Roberts Community Foundation Inc
EIN
84-1425182
Address
PO BOX 284, ROBERTS, MT 59070

Signing Officer

Name
Gordon Hill
Title
President
Signed
2020-10-26
Discuss with paid preparer
Yes

Preparer

Firm
Theresa Sherbo CPA
Address
2047 Broadwater Ave Unit 3, Billings, MT 59102
Preparer
Theresa A Sherbo CPA
Phone
4069694455
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $25”

Other Expenses.1002

“Office Expenses $180”

Other Expenses.1012

“Insurance $1696”

Other Expenses.1

“EVENT COSTS $31130”

Other Expenses.4

“Computer and internet $311”

Other Expenses.5

“TELEPHONE $308”

Other Expenses.6

“Dues and Subs $98”

Other Expenses.7

“LICENSES $20”

Other Assets.1006

“Pledges and Grants Receivable - Beginning $17757 Pledges and Grants Receivable - Ending $19626”

Other Assets.2

“ENDOWMENT FUND #2 - Beginning $167546 ENDOWMENT FUND #2 - Ending $185180”

Raw XML Appendix185 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KAREN KANSALA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TIM SWANSBOROUGH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ALAN SCHUYLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5PATTI PRINKKI KEEBLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0185303
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0204806
IRS990EZ/OtherChangesInNetAssetsAmt0-1
IRS990EZ/OtherExpensesTotalAmt033768
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO CONDUCT FUNDRAISING ACTIVITIES TO SUPPORT SCHOOL AND COMMUNITY PROJECTS IN AND AROUND THE TOWN OF ROBERTS, MONTANA.
IRS990EZ/PrintingPublicationsPostageAmt03444
IRS990EZ/ProgramServiceRevenueAmt038119
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0COMMUNITY SUPPORT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt031130
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt037452
IRS990EZ/TotalProgramServiceExpensesAmt031130
IRS990EZ/TotalRevenueAmt079680
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt041561
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt041575
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt070034
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt041523
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt025632
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0220325
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt05870
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt02
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt013392
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0103060
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt05870
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt02
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt05877
IRS990ScheduleA/InvestmentIncomeCYPct00.01780
IRS990ScheduleA/InvestmentIncomePYPct00.02140
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98220
IRS990ScheduleA/PublicSupportPY509Pct00.97860
IRS990ScheduleA/PublicSupportTotal509Amt0323385
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt039029
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0329262
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $25
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $180
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $1696
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EVENT COSTS $31130
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COMPUTER AND INTERNET $311
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TELEPHONE $308
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Dues and Subs $98
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7LICENSES $20
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Pledges and Grants Receivable - Beginning $17757 Pledges and Grants Receivable - Ending $19626
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9ENDOWMENT FUND #2 - Beginning $167546 ENDOWMENT FUND #2 - Ending $185180
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Assets.1006
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Assets.2
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GORDON HILL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROBERTS COMMUNITY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0841425182
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 284
ReturnHeader/Filer/USAddress/CityNm0ROBERTS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059070
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461956875
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Theresa Sherbo CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02047 Broadwater Ave Unit 3
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Billings
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059102
ReturnHeader/PreparerPersonGrp/PhoneNum04069694455
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Theresa A Sherbo CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-10-26T13:06:18-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$361,483
Liabilities
-
Net assets
$361,483
Revenue
$79,680
Expenses
$37,452
Net income
$42,228
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.71$0.00$4.71$0.52$0.36$0.16
2023Detailed filing. Detailed filing data is available for this year.$4.30$4.30$0.69$0.69$0.00
2022Detailed filing. Detailed filing data is available for this year.$4.10$4.10$0.89$0.41$0.49
2021Detailed filing. Detailed filing data is available for this year.$4.08$4.08$0.56$0.07$0.49
2020Detailed filing. Detailed filing data is available for this year.$3.59$3.59$0.49$0.51$0.02
2019Detailed filing. Detailed filing data is available for this year.$3.61$3.61$0.80$0.37$0.42
2018Summary only. Only limited summary data is available for this year.$3.19$0.00$0.59$0.53$0.06
2017Summary only. Only limited summary data is available for this year.$3.13$0.00$0.94$0.51$0.42
2016Summary only. Only limited summary data is available for this year.$2.71$0.00$0.58$0.35$0.23
2015Summary only. Only limited summary data is available for this year.$2.48$0.00$0.39$0.34$0.05
2013Summary only. Only limited summary data is available for this year.$2.30$0.00$0.50$0.72$0.22
2012Summary only. Only limited summary data is available for this year.$2.37$0.00$0.36$0.22$0.14
2011Summary only. Only limited summary data is available for this year.$2.23$0.00$0.66$0.18$0.48
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)3 • <$500k nonprofits