Civic Intelligence

The Roberts Foundation

990PF • Fiscal year 2017 • EIN 94-3063700

Jan 01, 2017 to Dec 31, 2017 • Filed on May 08, 2018

Organization Profile
PO Box 954Canby, OR 97013

(503) 651-3268

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

3rd percentile

-174%

Higher net margin than 3% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

18th percentile

-4.8%

Faster asset growth than 18% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$1,422,614

Down $71,750 (-4.8%) from 2016

Net Assets

Down

$1,422,614

Down $71,750 (-4.8%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin3rd percentile

Revenue

Up

$41,256

Up $334,477 (+114%) from 2016

Expenses

Down

$113,006

Down $15,244 (-12%) from 2016

Net Income

Up

-$71,750

Up $349,721 (+83%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

$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

2017

Assets$1,422,614
Liabilities$0
Net Assets$1,422,614
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$41,256
Expenses$113,006
Net Income-$71,750
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 8, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay42nd 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
2018-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Wilcox Arredondo & Co
Address
190 North Douglas, Canby, OR 97013
Preparer
Julie M Stoltzfus
Phone
5032667545
Raw XML Appendix322 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/GrantOrContributionPurposeTxt1EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3YOUTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0RELIEF NURSERY OF EUGENE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1OREGON ZOO FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm291 SCHOOL PTO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3LIBERTY HOUSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01720 WEST 25TH AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt15004 SW CANYON ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt25811 S WHISKEY HILL ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt32685 4TH STREET NE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0EUGENE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1PORTLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2HUBBARD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3SALEM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd097402
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd197221
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd297032
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd397301
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt091000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
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/AppliedToCurrentYearAmt072623
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt072623
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt036370
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt054747
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt018377
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt036370
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt091000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt018377
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt054747
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt036370
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt02442
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0Furniture and Fixtures
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt02442
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt02442
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt018929
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1500
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt018929
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1500
OtherIncomeSchedule2/OtherIncomeDetail/Desc0WELLS FARGO
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt04119
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt04119
TaxesSchedule/TaxesDetail/Amt0317
TaxesSchedule/TaxesDetail/Amt1591
TaxesSchedule/TaxesDetail/Amt2169
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt2STATE TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0317
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1591
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt2169
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SANDRA L RICKSGER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-08
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/PreparerFirmGrp/PreparerFirmEIN0931303013
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Wilcox Arredondo & Co
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0190 North Douglas
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Canby
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097013
ReturnHeader/PreparerPersonGrp/PhoneNum05032667545
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JULIE M STOLTZFUS
ReturnHeader/ReturnTs02018-05-08T08:40:23-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,422,614
Liabilities
$0
Net assets
$1,422,614
Revenue
$41,256
Expenses
$113,006
Net income
-$71,750
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