Civic Intelligence

The Roberts Foundation

EIN 94-3063700 • Canby, OR

PO Box 954Canby, OR 97013
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

71st percentile

21%

Higher net margin than 71% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

46th percentile

1.7%

Faster asset growth than 46% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

88th percentile

114%

Faster revenue growth than 88% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$1,449,648

Up $24,092 (+1.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,449,648

Up $24,092 (+1.7%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin71st percentile

Revenue

Up

$114,603

Up $61,012 (+114%) from 2023

Expenses

Up

$90,511

Up $1,688 (+1.9%) from 2023

Net Income

Up

$24,092

Up $59,324 (+168%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth46th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,287,581Liabilities 2011: $02011Assets 2012: $2,253,261Liabilities 2012: $02012Assets 2013: $2,220,196Liabilities 2013: $02013Assets 2014: $2,160,563Liabilities 2014: $02014Assets 2015: $2,137,818Liabilities 2015: $02015Assets 2016: $1,494,364Liabilities 2016: $0Net Assets 2016: $1,494,3642016Assets 2017: $1,422,614Liabilities 2017: $0Net Assets 2017: $1,422,6142017Assets 2018: $1,478,036Liabilities 2018: $0Net Assets 2018: $1,478,0362018Assets 2019: $1,448,288Liabilities 2019: $0Net Assets 2019: $1,448,2882019Assets 2020: $1,433,692Liabilities 2020: $0Net Assets 2020: $1,433,6922020Assets 2021: $1,499,947Liabilities 2021: $0Net Assets 2021: $1,499,9472021Assets 2022: $1,460,788Liabilities 2022: $0Net Assets 2022: $1,460,7882022Assets 2023: $1,425,556Liabilities 2023: $0Net Assets 2023: $1,425,5562023Assets 2024: $1,449,648Liabilities 2024: $0Net Assets 2024: $1,449,6482024

Highlighted filing

2024

Assets$1,449,648
Liabilities$0
Net Assets$1,449,648
Open 2024 Filing

Operations Trend

Revenue Growth88th percentile

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

$200K$0-$200K-$400K-$600KRevenue 2011: $98,854Expenses 2011: $124,584Net Income 2011: -$25,7302011Revenue 2012: $59,687Expenses 2012: $94,007Net Income 2012: -$34,3202012Revenue 2013: $92,238Expenses 2013: $125,303Net Income 2013: -$33,0652013Revenue 2014: $38,632Expenses 2014: $98,265Net Income 2014: -$59,6332014Revenue 2015: $72,453Expenses 2015: $95,198Net Income 2015: -$22,7452015Revenue 2016: -$293,221Expenses 2016: $128,250Net Income 2016: -$421,4712016Revenue 2017: $41,256Expenses 2017: $113,006Net Income 2017: -$71,7502017Revenue 2018: $149,771Expenses 2018: $94,349Net Income 2018: $55,4222018Revenue 2019: $35,316Expenses 2019: $65,064Net Income 2019: -$29,7482019Revenue 2020: $74,759Expenses 2020: $89,355Net Income 2020: -$14,5962020Revenue 2021: $160,594Expenses 2021: $94,339Net Income 2021: $66,2552021Revenue 2022: $54,622Expenses 2022: $93,781Net Income 2022: -$39,1592022Revenue 2023: $53,591Expenses 2023: $88,823Net Income 2023: -$35,2322023Revenue 2024: $114,603Expenses 2024: $90,511Net Income 2024: $24,0922024

Highlighted filing

2024

Revenue$114,603
Expenses$90,511
Net Income$24,092
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,449,648
Liabilities
$0
Net assets
$1,449,648
Revenue
$114,603
Expenses
$90,511
Net income
$24,092
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.11$0.09$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.05$0.09$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.05$0.09$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.16$0.09$0.07
2020Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.07$0.09$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.04$0.07$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.15$0.09$0.06
2017Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.04$0.11$0.07
2016Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.29$0.13$0.42
2015Summary only. Only limited summary data is available for this year.$2.14$0.00$0.07$0.10$0.02
2014Summary only. Only limited summary data is available for this year.$2.16$0.00$0.04$0.10$0.06
2013Summary only. Only limited summary data is available for this year.$2.22$0.00$0.09$0.13$0.03
2012Summary only. Only limited summary data is available for this year.$2.25$0.00$0.06$0.09$0.03
2011Summary only. Only limited summary data is available for this year.$2.29$0.00$0.10$0.12$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 13, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SANDRA L RICKSGERTrusteePT$0--
ROHN M ROBERTSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Roberts Foundation
EIN
94-3063700
Phone
5036513268
Address
PO BOX 954, CANBY, OR 97013

Signing Officer

Name
Sandra L Ricksger
Title
Trustee
Signed
2025-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Wilcox Arredondo & Co
Address
PO BOX 1008, CANBY, OR 97013
Preparer
Julie M Stoltzfus
Phone
5032667545
Raw XML Appendix320 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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4TO TREAT CHILDHOOD CANCER.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5FAMILY OUTREACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6EDUCATION OF CHILDREN IN REGARDS TO RAISING ANIMALS.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7SCHOOL FUNDING.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8TO SUPPORT CARDIAC RESEARCH AND PROVIDE SUPPORT FOR PEDIATRIC PATIENTS AND THEIR FAMILIES.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9BENEFITTING INSTRUMENTAL MUSIC IN CANBY SCHOOL DISTRICT.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1OREGON ZOO FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2OREGON FFA FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3ST VINCENT DE PAUL SOCIETY OF LANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4ST JUDE CHILDREN'S RESEARCH HOSPITA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5THE CANBY CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6JACKSON COUNTY 4-H FFA JR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7NINETY-ONE SCHOOL PTO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm8ELIJAH J AUXIER FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm9CANBY MUSIC BOOSTERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt9NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01720 WEST 25TH AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt15004 SW CANYON ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 1165
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt32890 CHAD DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt480 SE MADISON STREET SUITE 242
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5681 SW 2ND AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt67464 BUTTE FALLS HWY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt75811 S WHISKEY HILL ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt815668 NE EILERS RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9PO BOX 1195
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0EUGENE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1PORTLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2CANBY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3EUGENE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4PORTLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5CANBY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6EAGLE POINT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7HUBBARD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8AURORA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9CANBY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7OR
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9OR
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd297013
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd397408
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd497214
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd697524
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd797032
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd897002
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd997013
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt072500
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt072500
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt078610
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt072500
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt06110
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt02442
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0Furniture and Fixtures
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt02442
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt036
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt114405
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2287
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt036
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt114405
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2287
OtherIncomeSchedule2/OtherIncomeDetail/Desc0NON TAXABLE DISTRIBUTIONS
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0235
TaxesSchedule/TaxesDetail/Amt0483
TaxesSchedule/TaxesDetail/Amt1717
TaxesSchedule/TaxesDetail/Amt2233
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt2STATE TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0483
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1717
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt2233
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SANDRA L RICKSGER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ROBERTS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0943063700
ReturnHeader/Filer/PhoneNum05036513268
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 954
ReturnHeader/Filer/USAddress/CityNm0CANBY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097013
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0931303013
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WILCOX ARREDONDO & CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1008
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CANBY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097013
ReturnHeader/PreparerPersonGrp/PhoneNum05032667545
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JULIE M STOLTZFUS
ReturnHeader/ReturnTs02025-05-13T11:07:11-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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