Civic Intelligence

Roberts Community Foundation Inc.

990EZ • Fiscal year 2021 • EIN 84-1425182

Jan 01, 2021 to Dec 31, 2021 • Filed on Jul 20, 2022

Organization ProfileWWW.ROBERTSCOMMUNITYFOUNDATION
PO Box 284Roberts, MT 59070

(406) 426-8572

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

96th percentile

87%

Higher net margin than 96% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

60th percentile

14%

Faster asset growth than 60% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

58th percentile

15%

Faster revenue growth than 58% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$408,088

Up $48,989 (+14%) from 2020

Net Assets

Up

$408,088

Up $48,989 (+14%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin96th percentile

Revenue

Up

$56,032

Up $7,206 (+15%) from 2020

Expenses

Down

$7,045

Down $44,164 (-86%) from 2020

Net Income

Up

$48,987

Up $51,370 (+2156%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth60th 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

2021

Assets$408,088
Liabilities-
Net Assets$408,088
Open 2021 Filing

Operations Trend

Revenue Growth58th 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

2021

Revenue$56,032
Expenses$7,045
Net Income$48,987
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jul 20, 2022
Return Version
2021v4.0
Gross Receipts
$60,958
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

Program Services

DescriptionGrantsExpenses
COMMUNITY SUPPORT-$50,796
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GORD0N HILLVice PresidePT$0--
ALAN SCHUYLERPresidentPT$0--
KAREN KANSALATreasurerPT$0--
PATTI PRINKKI KEEBLERTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Roberts Community Foundation Inc
EIN
84-1425182
Phone
4064268572
Address
PO BOX 284, ROBERTS, MT 59070

Signing Officer

Name
Karen Kansala
Title
Treasurer
Phone
4064268572
Signed
2022-07-20
Discuss with paid preparer
Yes

Preparer

Firm
Elfering Accounting Inc
Address
PO BOX 205, RED LODGE, MT 59068-0205
Preparer
Vickie Elfering
Phone
4064251952
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses 327 insurance 1,781 postage and shipping 801 safe deposit box 45 computer & internet 328 dues and subscriptions 105 telephone 420 zoom subscription 156 total 3,963”

Form 990-ez, Part II, Line 24

“Grants receivable 20,294 0 endowment fund 2 189,424 253,413 total 209,718 253,413”

Form 990-ez, Part III

“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”

Raw XML Appendix148 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0KAREN KANSALA
IRS990EZ/BooksInCareOfDetail/PhoneNum04064250498
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 2236
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0RED LODGE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd059068
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0149383
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0154675
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt049935
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt048987
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0500
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0359101
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0408088
IRS990EZ/GamingGrossIncomeAmt010972
IRS990EZ/GrossReceiptsAmt060958
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt051
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0359101
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0408088
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0359101
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0408088
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0GORD0N HILL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ALAN SCHUYLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KAREN KANSALA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PATTI PRINKKI KEEBLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0209718
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0253413
IRS990EZ/OtherExpensesTotalAmt03963
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE 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
IRS990EZ/PrintingPublicationsPostageAmt02582
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0COMMUNITY SUPPORT
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt050796
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt04926
IRS990EZ/SpecialEventsNetIncomeLossAmt06046
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt07045
IRS990EZ/TotalProgramServiceExpensesAmt050796
IRS990EZ/TotalRevenueAmt056032
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTPS://WWW.ROBERTSCOMMUNITYFOUNDATION
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt049935
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt048826
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt041561
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt041575
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt070034
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0251931
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt011023
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt011023
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0262954
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt060958
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt048826
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt041561
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt041575
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt070034
IRS990ScheduleA/Total509Grp/TotalAmt0262954
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt060958
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt048826
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt041561
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt041575
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt070034
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0262954
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES 327 INSURANCE 1,781 POSTAGE AND SHIPPING 801 SAFE DEPOSIT BOX 45 COMPUTER & INTERNET 328 DUES AND SUBSCRIPTIONS 105 TELEPHONE 420 ZOOM SUBSCRIPTION 156 TOTAL 3,963
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GRANTS RECEIVABLE 20,294 0 ENDOWMENT FUND 2 189,424 253,413 TOTAL 209,718 253,413
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE 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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KAREN KANSALA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04064268572
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-07-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROBERTS COMMUNITY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0841425182
ReturnHeader/Filer/PhoneNum04064268572
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 284
ReturnHeader/Filer/USAddress/CityNm0ROBERTS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059070
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0831587980
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ELFERING ACCOUNTING INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 205
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RED LODGE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0590680205
ReturnHeader/PreparerPersonGrp/PhoneNum04064251952
ReturnHeader/PreparerPersonGrp/PreparationDt02022-07-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0VICKIE ELFERING
ReturnHeader/ReturnTs02022-08-15T17:14:16-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KAREN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KANSALA
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$408,088
Liabilities
-
Net assets
$408,088
Revenue
$56,032
Expenses
$7,045
Net income
$48,987
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