Civic Intelligence

Robert R Roberts Memorial Foundation

990 • Fiscal year 2016 • EIN 94-6128990

Jul 01, 2015 to Jun 30, 2016 • Filed on Dec 06, 2016

Organization ProfileN/A

View Organization Page

6588 Lucerne CourtRedding, CA 96001

(530) 515-8910

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.12x

Higher debt load relative to assets than 63% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

69th percentile

0.14x

Higher debt load relative to revenue than 69% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

49th percentile

2.5%

Higher net margin than 49% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

92nd percentile

$129,639

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 67.3% of source-year revenue.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

82nd percentile

25%

Faster asset growth than 82% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

99th percentile

428%

Faster revenue growth than 99% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$229,596

Up $45,917 (+25%) from 2015

Net Assets

Up

$202,711

Up $20,032 (+11%) from 2015

Liabilities

Up

$26,885

Up $25,885 (+2589%) from 2015

Revenue And Expenses
Liabilities / Revenue69th percentileNet Margin49th percentile

Revenue

Up

$192,528

Up $156,037 (+428%) from 2015

Expenses

Up

$187,621

Up $55,190 (+42%) from 2015

Net Income

Up

$4,907

Up $100,847 (+105%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth82nd percentile

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

$1.0M$500K$0Assets 2011: $867,477Liabilities 2011: $44Net Assets 2011: $867,4332011Assets 2012: $617,335Liabilities 2012: $0Net Assets 2012: $617,3352012Assets 2013: $473,416Liabilities 2013: $15,000Net Assets 2013: $458,4162013Assets 2014: $342,129Liabilities 2014: $24,004Net Assets 2014: $318,1252014Assets 2015: $183,679Liabilities 2015: $1,000Net Assets 2015: $182,6792015Assets 2016: $229,596Liabilities 2016: $26,885Net Assets 2016: $202,7112016Assets 2017: $41,466Liabilities 2017: $0Net Assets 2017: $41,4662017Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018

Highlighted filing

2016

Assets$229,596
Liabilities$26,885
Net Assets$202,711
Open 2016 Filing

Operations Trend

Revenue Growth99th percentile

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

$400K$200K$0-$200K-$400KRevenue 2011: $39,283Expenses 2011: $223,996Net Income 2011: -$184,7132011Revenue 2012: -$40,205Expenses 2012: $220,807Net Income 2012: -$261,0122012Revenue 2013: $15,501Expenses 2013: $219,849Net Income 2013: -$204,3482013Revenue 2014: $74,239Expenses 2014: $208,133Net Income 2014: -$133,8942014Revenue 2015: $36,491Expenses 2015: $132,431Net Income 2015: -$95,9402015Revenue 2016: $192,528Expenses 2016: $187,621Net Income 2016: $4,9072016Revenue 2017: $18,480Expenses 2017: $165,970Net Income 2017: -$147,4902017Revenue 2018: $0Expenses 2018: $41,466Net Income 2018: -$41,4662018

Highlighted filing

2016

Revenue$192,528
Expenses$187,621
Net Income$4,907
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Dec 6, 2016
Return Version
2015v2.0
Gross Receipts
$597,484
Mission and Program Overview

Mission

The foundation distributes medical and science scholarships for students attending a shasta county college. The foundation also contributes to community projects within shasta county and works closely with other non-profits in health projects.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$16,778$215,896▲ $199,118
Savings and Temporary Cash Investments$6,832$7,202▲ $370
Cash and Non-Interest-Bearing Accounts$9,899$4,187▼ $5,712
Land, Buildings, and Equipment, Net$149,917$2,090▼ $147,827
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$183,679$229,596▲ $45,917
Other Assets Total$253$221▼ $32
Liabilities
Accounts Payable and Accrued Expenses$1,000$26,885▲ $25,885
Total Liabilities$1,000$26,885▲ $25,885
Net Assets / Fund Balance
Unrestricted Net Assets$182,679$202,711▲ $20,032
Total Net Assets Fund Balance$182,679$202,711▲ $20,032
Total Liabilities and Net Assets / Fund Balance$183,679$229,596▲ $45,917

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$60,657$152,613$213,270
Land$60,000-$60,000
Equipment$2,090$10,575$12,665
Other Land Buildings$-120,657$-152,513$-273,170
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Carole J ReynoldsPresident & CEOFT$86,625$43,014$129,639

Board Members and Trustees

NameTitle
Karen DuffyVice President
Christina SimmonsDirector
Grayce KekryDirector
Kathy KinyonSecretary/Treas
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$199,315
Other Revenue
$-6,787
Change in Net Assets
$4,907
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$150,267
Total Fundraising Expense$30,866
Other Expenses$20,208
Grants and Similar Amounts Paid$17,146
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$51,856$51,855$25,928$129,639
Other Salaries and Wages$5,100$5,100$2,550$12,750
Grants to Domestic Orgs$9,746--$9,746
Payroll Taxes$3,151$3,151$1,576$7,878
Grants to Domestic Individuals$7,400--$7,400
Fees for Services Accounting-$3,785-$3,785
Occupancy$3,335--$3,335
Office Expenses-$2,637-$2,637
Insurance-$1,847-$1,847
Conferences and Meetings-$1,661-$1,661
Fees for Services Other-$1,400-$1,400
Depreciation Depletion$248$248$124$620
Other Expenses$1,374$278$688$278
All Other Expenses-$272-$272
Total Functional Expenses$82,210$74,545$30,866$187,621
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

“Executive director son works part-time for the foundation.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“Send out to each member with time to review and respond before filing.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Officers and directors are required to sign an annual conflict of interest statement and are kept on file.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“Comparability data obtain from other non-profit organizations and we currently use the guidestar system to evaluate what other non-profit organization are doing.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“The forms are posted in the front business office for anyone to review. A copy is given to upon request.”

Filing and Contact Details

Filer

Filer Name
Robert R Roberts Memorial Foundation
EIN
94-6128990
Phone
5305158910
Address
6588 LUCERNE COURT, REDDING, CA 96001

Signing Officer

Name
Carole J Reynolds
Title
President & CEO
Signed
2016-12-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Carole J Reynolds
Formed
1997
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
2

Preparer

Firm
TR Goyne & Company CPA
Address
1388 Court St Suite J, Redding, CA 96001
Preparer
Thomas Richard Goyne CPA
Phone
5302432272
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IRS990/ReconcilationRevenueExpnssAmt04907
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt0-6787
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt06832
IRS990/SavingsAndTempCashInvstGrp/EOYAmt07202
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE FOUNDATION CONVERTED AND QUALIFIED AS A PUBLIC FOUNDATION IN FYE 6/30/99 UNDER IRC 509 (a)(1) and 170(b)(1)(A)(vi).
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Support Schedule: Additional Supplemental Information
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalSupportAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt060657
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0152613
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0213270
IRS990ScheduleD/EquipmentGrp/BookValueAmt02090
IRS990ScheduleD/EquipmentGrp/DepreciationAmt010575
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt012665
IRS990ScheduleD/LandGrp/BookValueAmt060000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt060000
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0-120657
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0-152513
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0-273170
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02090
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt07400
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0PRIVACY ACT - SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt04
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXECUTIVE DIRECTOR SON WORKS PART-TIME FOR THE FOUNDATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SEND OUT TO EACH MEMBER WITH TIME TO REVIEW AND RESPOND BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OFFICERS AND DIRECTORS ARE REQUIRED TO SIGN AN ANNUAL CONFLICT OF INTEREST STATEMENT AND ARE KEPT ON FILE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COMPARABILITY DATA OBTAIN FROM OTHER NON-PROFIT ORGANIZATIONS AND WE CURRENTLY USE THE GUIDESTAR SYSTEM TO EVALUATE WHAT OTHER NON-PROFIT ORGANIZATION ARE DOING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE FORMS ARE POSTED IN THE FRONT BUSINESS OFFICE FOR ANYONE TO REVIEW. A COPY IS GIVEN TO UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0183679
IRS990/TotalAssetsEOYAmt0229596
IRS990/TotalAssetsGrp/BOYAmt0183679
IRS990/TotalAssetsGrp/EOYAmt0229596
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt030866
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt074545
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt082210
IRS990/TotalFunctionalExpensesGrp/TotalAmt0187621
IRS990/TotalGrossUBIAmt0-6787
IRS990/TotalLiabilitiesBOYAmt01000
IRS990/TotalLiabilitiesEOYAmt026885
IRS990/TotalLiabilitiesGrp/BOYAmt01000
IRS990/TotalLiabilitiesGrp/EOYAmt026885
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0182679
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0202711
IRS990/TotalOtherCompensationAmt043014
IRS990/TotalProgramServiceExpensesAmt082210
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt086625
IRS990/TotalRevenueGrp/ExclusionAmt08445
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0190870
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0192528
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0-6787
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0183679
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0229596
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0182679
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0202711
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt06588 LUCERNE CT
IRS990/USAddress/CityNm0REDDING
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd096001
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CAROLE J REYNOLDS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President & CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-12-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROBERT R ROBERTS MEMORIAL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0946128990
ReturnHeader/Filer/PhoneNum05305158910
ReturnHeader/Filer/USAddress/AddressLine1Txt06588 LUCERNE COURT
ReturnHeader/Filer/USAddress/CityNm0REDDING
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$229,596
Liabilities
$26,885
Net assets
$202,711
Revenue
$192,528
Expenses
$187,621
Net income
$4,907
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.41$0.41
2017Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$0.18$1.66$1.47
2016Detailed filing. Detailed filing data is available for this year.$2.30$0.27$2.03$1.93$1.88$0.05
2015Summary only. Only limited summary data is available for this year.$1.84$0.01$1.83$0.36$1.32$0.96
2014Detailed filing. Detailed filing data is available for this year.$3.42$0.24$3.18$0.74$2.08$1.34
2013Summary only. Only limited summary data is available for this year.$4.73$0.15$4.58$0.16$2.20$2.04
2012Summary only. Only limited summary data is available for this year.$6.17$0.00$6.17$0.40$2.21$2.61
2011Summary only. Only limited summary data is available for this year.$8.67$0.00$8.67$0.39$2.24$1.85