BEducationEIN: 201688777· Ruling Year: 2005

The Roberto Foundation

Irvine, California

BHealth Score
58B

Financial Health Score

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

Above Average

How This Organization Compares

Compared to 2 peers in Education with <$100K revenue

Working Capital Ratio (net assets ÷ expenses)

This Org14.85×
Peer Median26.08×
💰
$2.5M
Total Revenue
📊
$4.2M
Total Expenses
🏦
$62.4M
Net Assets
📋
$3.5M
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-54.2%
Year-over-year change (2022 → 2023)
Net Margin
-70.8%
Revenue minus expenses as % of revenue
Working Capital Ratio
14.85
Net assets divided by total expenses
Liabilities-to-Assets
5.2%
Total liabilities as % of total assets

Filing History

10 filings on record
YearRevenueExpensesAssets
2023$2,459,98554%$4,202,536292%$65,854,35612%
2022$5,369,40925%$1,072,61774%$58,653,16613%
2021$7,115,50694%$4,158,11235%$67,151,10310%
2020$3,669,25035%$6,396,504167%$61,307,03410%
2019$5,685,10197%$2,392,85732%$55,942,45037%
2015$2,891,55765%$3,539,17252%$40,691,4762%
2014$8,332,958133%$2,324,386134%$41,699,16019%
2013$3,575,72886%$993,95816%$35,144,69413%
2012$1,923,51121%$1,177,734794%$31,040,36813%
2011$2,445,014$131,700$27,556,161

Frequently Asked Questions

What does The Roberto Foundation do?

The Roberto Foundation is a education nonprofit organization based in California. It is classified under NTEE code B21 and is registered as a 501(c) tax-exempt organization with the IRS.

Is The Roberto Foundation financially healthy?

Based on our 9-metric Financial Health Score model, The Roberto Foundation has a score of 58/100 (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 The Roberto Foundation generate?

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

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