The Roberts Foundation

990PF • Fiscal year 2019 • EIN 94-3063700

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 30, 2020

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.

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

-84%

Higher net margin than 7% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • $1M-$5M nonprofits • Source year 2019

-2.0%

Faster asset growth than 30% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

-76%

Faster revenue growth than 3% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet

Liabilities / Assets29th percentile

Assets

Down

$1,448,288

Down $29,748 (-2.0%) from 2018

Net Assets

Down

$1,448,288

Down $29,748 (-2.0%) from 2018

Liabilities

Flat

Flat from 2018

Revenue And Expenses

Liabilities / Revenue29th percentile Net Margin7th percentile

Revenue

Down

$35,316

Down $114,455 (-76%) from 2018

Expenses

Down

$65,064

Down $29,285 (-31%) from 2018

Net Income

Down

-$29,748

Down $85,170 (-154%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

Highlighted filing

2019

Assets$1,448,288

Liabilities$0

Net Assets$1,448,288

Open 2019 Filing

Operations Trend

Revenue Growth3rd percentile

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

Highlighted filing

2019

Revenue$35,316

Expenses$65,064

Net Income-$29,748

Open 2019 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2019 to Dec 31, 2019
Signed: Jun 30, 2020
Return Version: 2019v5.0

Compensation and Service Providers

Top Officer Pay43rd percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
SANDRA L RICKSGER	Trustee	PT	$0	-	-
ROHN M ROBERTS	Trustee	-	$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: 2020-06-30
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 Appendix330 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	ROHN M ROBERTS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	YOUTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	3	EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	4	CHARITABLE ACTIVITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	0	RELIEF NURSERY OF EUGENE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	1	LOOKING GLASS YOUTH AND FAMILY SERV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	2	91 SCHOOL PTO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	3	OREGON FFA FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	4	ST VINCENT DE PAUL SOCIETY OF LANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	1	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	2	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	3	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	4	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	1720 WEST 25TH AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	170 WEST 111TH AVENUE SUITE 200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	5811 S WHISKEY HILL ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	3	PO BOX 1165
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	4	2890 CHAD DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	EUGENE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	EUGENE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	HUBBARD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	3	CANBY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	4	EUGENE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	3	OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	4	OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	97402
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	97402
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	97032
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	3	97013
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	4	97408
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	46000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	46000
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	73748
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	27748
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	13165
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	18377
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	36370
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	27748
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	40164
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	13165
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	18377
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	8622
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	46000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	40164
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	67912
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt	0	2442
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt	0	Furniture and Fixtures
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt	0	2442
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	13524
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	39
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	13524
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	39
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	NON TAXABLE DISTRIBUTIONS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	0	261
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	261
TaxesSchedule/TaxesDetail/Amt	0	2996
TaxesSchedule/TaxesDetail/Amt	1	677
TaxesSchedule/TaxesDetail/Amt	2	298
TaxesSchedule/TaxesDetail/CategoryTxt	0	FEDERAL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt	1	FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt	2	STATE TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	2996
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	677
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	2	298
ReturnHeader/BuildTS	0	2022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	SANDRA L RICKSGER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2020-06-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	THE ROBERTS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	ROBE
ReturnHeader/Filer/EIN	0	943063700
ReturnHeader/Filer/PhoneNum	0	5036513268
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	PO BOX 954
ReturnHeader/Filer/USAddress/CityNm	0	CANBY
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	OR
ReturnHeader/Filer/USAddress/ZIPCd	0	97013
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	931303013
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	Wilcox Arredondo & Co
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	190 North Douglas
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Canby
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	97013
ReturnHeader/PreparerPersonGrp/PhoneNum	0	5032667545
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	JULIE M STOLTZFUS
ReturnHeader/ReturnTs	0	2020-06-30T18:29:52-07:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2019-01-01
ReturnHeader/TaxPeriodEndDt	0	2019-12-31
ReturnHeader/TaxYr	0	2019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing

Assets: $1,448,288
Liabilities: $0
Net assets: $1,448,288
Revenue: $35,316
Expenses: $65,064
Net income: -$29,748

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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