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ROBERTS FOUNDATION INC: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
ROBERTS FOUNDATION INC (EIN 58-2473265)
Tax period
2018-01-01 to 2018-12-31
Filed
2021-02-12
IRS object ID
202120439349302477
Schema version
2018v3.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-02-12T17:12:02-06:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN472391598PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KARLA DENNIS AND ASSOCIATES INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14 CENTERPOINTE DR STE 310AddressLine1Txt
CityLA PALMACityNm
State AbbreviationCAStateAbbreviationCd
ZIP906231074ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN582473265EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LEROY AND ZORA LEE ROBERTSBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlLEROBusinessNameControlTxt
Phone4042090665PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1189-B SAMS STAddressLine1Txt
CityDECATURCityNm
State AbbreviationGAStateAbbreviationCd
ZIP30030ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAYNE ROBERTS STINSONPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4042090665PhoneNum
Signature2019-06-30SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKARLA K DENNISPreparerPersonNm
PTINP00570672PTIN
Phone8008784051PhoneNum
Preparation2019-09-26PreparationDt
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJAYNE ROBERTS STINSONPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1189 SAMS STAddressLine1Txt
CityDECATURCityNm
State AbbreviationGAStateAbbreviationCd
ZIP30030ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$222,753GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2012FormationYr
Legal Domicile StateGALegalDomicileStateCd
Activity Or MissionTO ADVOCATE, ENGAGE, PREPARE AND INSPIRE INDIVIDUALS WHO EXPERIENCE BARRIERS TO SELF-SUFFICIENCY. THE ORGANIZATION AWARDS SCHOLARSHIPS, STUDENT FINANCIAL AID, AND OTHER AWARDS TO SUCH INDIVIDUALS.ActivityOrMissionDesc
Voting Members Governing Body6VotingMembersGoverningBodyCnt
Voting Members Independent5VotingMembersIndependentCnt
Total Employee6TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
CY Contributions Grants$222,753CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
CY Investment Income$0CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
CY Total Revenue$222,753CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$40,413CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$3,427CYTotalFundraisingExpenseAmt
CY Other Expenses$156,999CYOtherExpensesAmt
CY Total Expenses$197,412CYTotalExpensesAmt
CY Revenues Less Expenses$25,341CYRevenuesLessExpensesAmt
Total Assets EOY$25,341TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances EOY$25,341NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO ADVOCATE, ENGAGE, PREPARE AND INSPIRE INDIVIDUALS WHO EXPERIENCE BARRIERS TO SELF-SUFFICIENCYMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$3,360ExpenseAmt
DescSTUDENT FINANCIAL ASSISTANCEDesc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$124,110ExpenseAmt
DescEMPLOYMENT SERVICESDesc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$37,770ExpenseAmt
DescOTHER SERVICES PROVIDEDDesc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$37,770TotalOtherProgSrvcExpenseAmt
Total Program Service Expenses$165,240TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsfalseTempOrPermanentEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemYes (true)BusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (true)BusinessRlnWithFamMemInd
Business Rln With Officer EntYes (true)BusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee6EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members6GoverningBodyVotingMembersCnt
Independent Voting Member5IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcfalseRegularMonitoringEnfrcInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldGAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonJAYNE ROBERTS STINSONPersonNm
Phone4042090665PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1189 SAMS STAddressLine1Txt
CityDECATURCityNm
State AbbreviationGAStateAbbreviationCd
ZIP30030ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
SALLY BETTYE HENDERSON
MEMBER1.00Yes (X)$0$0$0
MARY BLONDE SCOTT
MEMBER1.00Yes (X)$0$0$0
ADLINE SMITH
MEMBER1.00Yes (X)$0$0$0
GERALDINE WASHINGTON
MEMBER1.00Yes (X)$0$0$0
JAYNE ROBERTS STINSON
PRESIDENT40.00$5,600$0$0Yes (X)
CHARLES ROBERTS
SECRETARY1.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$5,600TotalReportableCompFromOrgAmt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Government Grants$194,021GovernmentGrantsAmt
All Other Contributions$28,732AllOtherContributionsAmt
Total Contributions$222,753TotalContributionsAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$222,753TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$5,600TotalAmt
Program Services$3,360ProgramServicesAmt
Management And General$1,960ManagementAndGeneralAmt
Fundraising$280FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$29,529TotalAmt
Program Services$17,718ProgramServicesAmt
Management And General$10,335ManagementAndGeneralAmt
Fundraising$1,476FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$1,399TotalAmt
Program Services$839ProgramServicesAmt
Management And General$490ManagementAndGeneralAmt
Fundraising$70FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$3,885TotalAmt
Program Services$2,331ProgramServicesAmt
Management And General$1,360ManagementAndGeneralAmt
Fundraising$194FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$124,110TotalAmt
Program Services$124,110ProgramServicesAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$561TotalAmt
Management And General$561ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,437TotalAmt
Management And General$1,437ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$17,133TotalAmt
Program Services$10,279ProgramServicesAmt
Management And General$5,997ManagementAndGeneralAmt
Fundraising$857FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
OTHER BUSINESS EXPENSES$11,005$6,603$3,852$550
REPAIRS AND MAINTENANCE$1,031$1,031
PAYROLL PROCESSING$596$596
WEBSITE$459$459

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$667TotalAmt
Management And General$667ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$197,412TotalAmt
Program Services$165,240ProgramServicesAmt
Management And General$28,745ManagementAndGeneralAmt
Fundraising$3,427FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
EOY$25,341EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$25,341EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
EOY$25,341EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$25,341EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$25,341EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$25,341ReconcilationRevenueExpnssAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year$222,753CurrentTaxYearAmt
Total$222,753TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year$222,753CurrentTaxYearAmt
Total$222,753TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$222,753PublicSupportTotal170Amt
Total Support$222,753TotalSupportAmt
Public Support CY1701.00000PublicSupportCY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1STINSON AND ASSOCIATESBusinessNameLine1Txt
FieldValueIRS element (for citing)
Relationship DescriptionRELATED PARTYRelationshipDescriptionTxt
Transaction$124,110TransactionAmt
TransactionCONTRACT SERVICESTransactionDesc
Sharing Of RevenuesfalseSharingOfRevenuesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE L, PART VFormAndLineReferenceDesc
ExplanationIN 2018, THE ROBERTS FOUNDATION BECAME THE SERVICE PROVIDER FOR EMPLOYMENT SERVICES FOR THE DEPARTMENT OF FAMILY AND CHILDREN SERVICES. HOWEVER, THE ROBERTS FOUNDATION ITSELF DID NOT HAVE A SYSTEM OR FINANCIAL STRUCTURE IN PLACE IN 2018 TO FACILITATE THE SERVICES. AS A RESULT, STINSON AND ASSOCIATES, INC. PROVIDED THE FINANCIAL AND ADMINISTRAVTIVE SERVICES FOR THESE OPERATIONS ON BEHALF OF THE ROBERTS FOUNDATION AND INCURRED COSTS OF 124,100. AS A RESULT, THE ROBERTS FOUNDATION REIMBURSED STINSON AND ASSOCIATES, INC. 124,100 IN 2018. STINSON AND ASSOCIATES, INC. IS OWNED BY JAYNE STINSON AND DEANNA STINSON. JAYNE OWNS 51% AND DEANNA OWNS 49%. JAYNE STINSON IS ALSO THE PRESIDENT OF THE LEROY AND ZORA LEE ROBERTS FOUNDATION AND WAS PAID 5,600 IN WAGES BY THE ORGANIZATION. DEANNA STINSON, HER DAUGHTER, IS AN EMPLOYEE OF THE LEROY AND ZORA LEE ROBERTS FOUNDATION AND WAS PAID 5,600 IN WAGES BY THE ORGANIZATION.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PAGE 2, PART III, LINE 4DOTHER SERVICES PROVIDED
FORM 990, PAGE 6, PART VI, LINE 2JAYNE STINSON DEANNA STINSON PRESIDENT EMPLOYEE MOTHER AND DAUGHTER
FORM 990, PAGE 6, PART VI, LINE 11BTHE ORGANIZATION WILL OBTAIN THE FORM 990 THAT IS PREPARED BY THE TAX PROFESSIONAL AND WILL REVIEW AND SIGN IT FOR SUBMISSION.
FORM 990, PAGE 6, PART VI, LINE 19ALL DOCUMENTS ARE WRITTEN IN FORMATS THAT CAN READILY BE MADE AVAILABLE UPON REQUESTED ELECTRONICALLY OR MAILED
FORM 990, PART IX, LINE 11GCONTRACT SERVICES - STINSON 124,110 0 0

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