Charles J & Margaret Roberts Fund 01-48199
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2012 | 222,540 | 426,638 | −204,098 | 209.4 | 12% |
| 2013 | 418,803 | 443,793 | −24,990 | 200.7 | 13% |
| 2014 | 423,856 | 426,459 | −2,603 | 208.7 | 15% |
| 2015 | 430,504 | 415,198 | 15,306 | 214.4 | 16% |
| 2016 | 372,226 | 403,615 | −31,389 | 219.3 | 16% |
| 2017 | 562,455 | 394,582 | 167,873 | 229.4 | 16% |
| 2018 | 175,486 | 395,757 | −220,271 | 222.0 | 17% |
| 2019 | 409,370 | 406,285 | 3,085 | 216.5 | 17% |
| 2020 | 269,440 | 431,674 | −162,234 | 199.2 | 9% |
| 2021 | 566,671 | 423,236 | 143,435 | 207.2 | 9% |
| 2022 | 1,049,565 | 425,671 | 623,894 | 223.6 | 10% |
| 2023 | 459,515 | 425,404 | 34,111 | 224.6 | 9% |
In its most recent public year (2023), this organization brought in $34,111 more than it spent. Its reserves stood at about 224.6 months of spending, up from 209.4 in 2012. Staff pay was 9% of spending.
Reserve months = net assets ÷ average monthly spending; net assets count everything the organization owns beyond its debts — buildings and donor-restricted funds included, not just cash. Staff pay = salaries, wages, and officer compensation; it excludes benefits and payroll taxes. The IRS releases this data years after the fact — this organization's newest public year is 2023. Years refer to the calendar year in which the organization's fiscal year ended. Short-form filers do not publicly report donor-restricted balances or staffing costs. Source filings
Charles J & Margaret Roberts Fund 01-48199's IRS filings as a feed — one entry per filing year, through 2023. Add the address to any feed reader; in Slack, send /feed subscribe with it (pasting the link alone won't subscribe). How this feed works