Z โ€” UnclassifiedEIN: 942967074ยท Ruling Year: 1985

Roberts Foundation

San Mateo, California

BHealth Score
63B

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Above Average

๐Ÿ’ฐ
$65.5M
Total Revenue
๐Ÿ“Š
$47.6M
Total Expenses
๐Ÿฆ
$267.1M
Net Assets
๐Ÿ“‹
$1
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-51.6%
Year-over-year change (2022 โ†’ 2023)
Net Margin
+27.4%
Revenue minus expenses as % of revenue
Working Capital Ratio
5.61
Net assets divided by total expenses
Liabilities-to-Assets
0.0%
Total liabilities as % of total assets

Filing History

11 filings on record
YearRevenueExpensesAssets
2023$65,510,835โ†“52%$47,581,557โ†“7%$267,051,553โ†“2%
2022$135,366,002โ†‘41%$51,339,423โ†‘2%$273,833,101โ†‘16%
2021$95,967,912โ†“27%$50,300,869โ†‘55%$236,050,960โ†‘18%
2020$131,088,104โ†‘73%$32,555,395โ†‘16%$200,689,155โ†‘63%
2019$75,895,289โ†‘16978912%$28,049,728โ†‘1%$123,230,012โ†‘108%
2015-$447โ†“100%$27,836,008โ†“22%$59,378,477โ†“32%
2014$23,212,507โ†“65%$35,669,187โ†‘5%$87,295,069โ†“12%
2013$65,673,048โ†‘16%$33,843,401โ†‘90%$99,536,667โ†‘47%
2012$56,608,419โ†‘450%$17,778,341โ†‘62%$67,666,884โ†‘135%
2011$10,290,082โ†‘78%$10,994,638โ†‘2%$28,836,806โ†“2%
2010$5,774,856$10,731,524$29,541,362

Frequently Asked Questions

What does Roberts Foundation do?โ–ผ

Roberts Foundation is a unclassified nonprofit organization based in California. It is classified under NTEE code Z and is registered as a 501(c) tax-exempt organization with the IRS.

Is Roberts Foundation financially healthy?โ–ผ

Based on our 9-metric Financial Health Score model, Roberts Foundation has a score of 63/100 (Grade: B). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does Roberts Foundation generate?โ–ผ

Revenue data for Roberts Foundation is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.

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Roberts Foundation โ€” San Mateo, CA | GiveScope