Civic Intelligence

Roberts Community Foundation Inc.

990EZ • Fiscal year 2020 • EIN 84-1425182

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 15, 2021

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

33rd percentile

-4.9%

Higher net margin than 33% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

41st percentile

-0.7%

Faster asset growth than 41% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

29th percentile

-39%

Faster revenue growth than 29% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$359,099

Down $2,384 (-0.7%) from 2019

Net Assets

Down

$359,099

Down $2,384 (-0.7%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$48,826

Down $30,854 (-39%) from 2019

Expenses

Up

$51,209

Up $13,757 (+37%) from 2019

Net Income

Down

-$2,383

Down $44,611 (-106%) from 2019

Historical Trend

Balance Sheet Trend

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

2020

Assets$359,099
Liabilities-
Net Assets$359,099

Operations Trend

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

2020

Revenue$48,826
Expenses$51,209
Net Income-$2,383
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 15, 2021
Return Version
2020v4.0
Gross Receipts
$48,826
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$39,732-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GORD0N HILLPresidentPT$0--
ALAN SCHUYLERVice PresidentPT$0--
CHERIE MONDRAGONSecretary-$0--
KAREN KANSALATreasurerPT$0--
PATTI PRINKKI KEEBLERTreasurerPT$0--
TIM SWANSBOROUGHTrustee-$0--
PAULA MARSHALL PEDERSONTrusteePT$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
Karen Kansala
Title
Treasurer
Signed
2021-10-15
Discuss with paid preparer
Yes

Preparer

Firm
Elfering Accounting LLC
Address
PO BOX 205, RED LODGE, MT 59068
Preparer
Vickie Elfering
Phone
4064251952
Supplemental Narrative

Additional Explanations

Other Expenses.1001

Advertising and Promotion $25

Other Expenses.1012

Insurance $1766

Other Expenses.1

EVENT COST $43536

Other Expenses.4

Computer and internet $543

Other Expenses.5

TELEPHONE $456

Other Expenses.6

Licenses and permits $105

Other Expenses.7

BANK SERVICE CHARGE $70

Other Assets.1

ENDOWMENT FUND #1 - Beginning $19626 ENDOWMENT FUND #1 - Ending $20293

Other Assets.2

ENDOWMENT FUND #2 - Beginning $185180 ENDOWMENT FUND #2 - Ending $189424

Raw XML Appendix197 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/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Trustee
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/OtherAssetsTotalDetail/EOYAmt0209717
IRS990EZ/OtherChangesInNetAssetsAmt0-1
IRS990EZ/OtherExpensesTotalAmt046501
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IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO CONDUCT FUNDRAISING ACTIVITIES TO SUPPORT SCHOOL AND COMMUNITY PROJECTS IN AND AROUND THE TOWN OF ROBERTS, MONTANA
IRS990EZ/PrintingPublicationsPostageAmt04458
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $1766
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COMPUTER AND INTERNET $543
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TELEPHONE $456
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5LICENSES AND PERMITS $105
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BANK SERVICE CHARGE $70
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ENDOWMENT FUND #1 - Beginning $19626 ENDOWMENT FUND #1 - Ending $20293
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ReturnHeader/TaxYr02020

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